Foundations Investment Advisors, LLC Sells in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-23.2K
- 6.67%
$58.43 - $58.88 $1.35M - $1.36M
324K $19.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-48.3K
- 69.31%
$25.67 - $27.21 $1.24M - $1.31M
21.4K $576K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34.7K
- 25.21%
$49.43 - $54.52 $1.72M - $1.89M
103K $5.58M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-20.3K
- 61.4%
$62.54 - $68.42 $1.27M - $1.39M
12.7K $859K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-20.1K
- 24.09%
$89.29 - $100.17 $1.79M - $2.01M
63.3K $6.33M
SIVR
Abrdn Silver ETF Trust

ETFs
-41.7K
- 56.76%
$34.34 - $44.62 $1.43M - $1.86M
31.8K $1.41M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-32.8K
- 26.45%
$41.97 - $45.5 $1.38M - $1.49M
91.3K $4.15M
TMUS
T Mobile Us, Inc.

Communication Services
-4.64K
- 46.3%
$226.02 - $259.01 $1.05M - $1.2M
5.38K $1.29M
AFIF
Two Rds Shared Tr

ETFs
-124K
- 11.28%
$9.3 - $9.42 $1.16M - $1.17M
979K $9.19M
QUBT
Quantum Computing Inc.

Technology
-54.8K
- 78.38%
$14.33 - $23.27 $785K - $1.28M
15.1K $278K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.01K
- 12.45%
$60.9 - $70.75 $548K - $637K
63.3K $3.95M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-53.8K
- 1.62%
$45.6 - $46.92 $2.45M - $2.52M
3.27M $153M
XLF
Financial Sector Spdr

ETFs
-20.7K
- 15.2%
$51.37 - $54.25 $1.06M - $1.12M
115K $6.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.96K
- 16.21%
$92.18 - $95.14 $918K - $947K
51.5K $4.9M
PFE
Pfizer Inc

Healthcare
-36.8K
- 48.41%
$23.29 - $25.88 $857K - $953K
39.2K $999K
VT
Vanguard Total World Stk Index

ETFs
-6.29K
- 67.37%
$128.41 - $138.03 $807K - $868K
3.05K $419K
PH
Parker Hannifin Corp

Industrials
-1.14K
- 76.41%
$697.13 - $769.67 $793K - $875K
351 $266K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-311K
- 7.53%
$10.41 - $11.13 $3.23M - $3.46M
3.81M $42.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-37K
- 55.73%
$20.41 - $20.67 $755K - $765K
29.4K $604K
EMB
Ishares Tr

ETFs
-7.97K
- 67.75%
$91.52 - $95.59 $729K - $761K
3.79K $360K
XLK
Technology Sector Spdr

ETFs
-8.65K
- 14.3%
$250.97 - $282.66 $2.17M - $2.45M
51.9K $14.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-31.1K
- 7.63%
$22.64 - $23.22 $703K - $722K
376K $8.7M
WFC
Wells Fargo & Company

Financial Services
-9.36K
- 21.35%
$77.05 - $85.16 $721K - $797K
34.5K $2.89M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-12.3K
- 6.07%
$50.53 - $50.82 $621K - $624K
190K $9.66M
SRLN
Ssga Active Trust

ETFs
-14.8K
- 26.09%
$41.28 - $41.65 $613K - $618K
42K $1.75M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4.1K
- 33.8%
$195.29 - $223.85 $800K - $917K
8.02K $1.78M
XLP
Consumer Staples Sector Spdr

ETFs
-7.85K
- 39.05%
N/A
12.3K $931K
MRK
Merck & Co., Inc.

Healthcare
-8.41K
- 31.33%
$77.6 - $87.37 $652K - $734K
18.4K $1.55M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.33K
- 74.04%
$133.48 - $144.38 $578K - $625K
1.52K $216K
IP
International Paper CO

Consumer Cyclical
-12K
- 62.16%
$45.32 - $55.68 $545K - $669K
7.32K $339K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.02K
- 49.51%
$148.97 - $165.88 $599K - $667K
4.1K $674K
CMCSA
Comcast Corp

Communication Services
-11K
- 24.15%
$31.41 - $36.33 $344K - $398K
34.4K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.04K
- 52.76%
$121.72 - $136.77 $492K - $553K
3.62K $450K
SBUX
Starbucks Corp

Consumer Cyclical
-4.3K
- 21.42%
$81.9 - $96.86 $352K - $417K
15.8K $1.34M
ELV
Elevance Health, Inc.

Healthcare
-815
- 23.29%
$274.66 - $395.76 $224K - $323K
2.68K $867K
SMR
Nuscale Power Corp

Industrials
-10.3K
- 30.21%
$32.65 - $51.67 $336K - $532K
23.8K $855K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.05K
- 48.88%
$196.15 - $217.83 $402K - $447K
2.14K $432K
EXC
Exelon Corp

Utilities
-10.9K
- 42.91%
$42.73 - $45.54 $465K - $496K
14.5K $651K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-9.91K
- 35.45%
$49.0 - $52.0 $486K - $515K
18K $934K
WELL
Welltower Inc.

Real Estate
-3.16K
- 57.16%
$150.71 - $178.14 $476K - $562K
2.37K $421K
HON
Honeywell International Inc

Industrials
-1.32K
- 20.49%
$207.7 - $240.4 $274K - $318K
5.13K $1.08M
ADBE
Adobe Inc.

Technology
-845
- 23.34%
$333.65 - $392.1 $282K - $331K
2.78K $978K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.88K
- 15.67%
$108.46 - $120.63 $746K - $829K
37K $4.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.07K
- 22.26%
$59.81 - $60.11 $363K - $365K
21.2K $1.27M
AMAT
Applied Materials Inc

Technology
-2.54K
- 34.57%
$156.25 - $204.95 $398K - $521K
4.81K $985K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-11.8K
- 25.01%
$30.71 - $30.86 $361K - $363K
35.2K $1.09M
XYL
Xylem Inc.

Industrials
-3.05K
- 60.22%
$129.67 - $147.5 $395K - $449K
2.01K $296K
DE
Deere & CO

Industrials
-309
- 7.51%
$457.26 - $524.37 $141K - $162K
3.8K $1.74M
DIS
Walt Disney CO

Communication Services
-1.23K
- 5.9%
$112.25 - $124.0 $138K - $152K
19.5K $2.24M
Activity Summary
Buys All Purchases 637 New Holdings 186 Increased Positions 451 Sells All Sells 377 Reductions 377 Sold out 0 Options Calls 6 Puts 0
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