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
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-6.98K
- 12.61%
$48.72 - $50.73 $340K - $354K
48.4K $2.38M
IFRA
Ishares Tr

ETFs
-6.89K
- 64.27%
$49.77 - $52.82 $343K - $364K
3.83K $202K
D
Dominion Energy, Inc

Utilities
-6.33K
- 42.11%
$56.32 - $62.1 $357K - $393K
8.71K $532K
TXN
Texas Instruments Inc

Technology
-1.6K
- 22.25%
N/A
5.6K $1.09M
MUB
Ishares National Muni Bond ETF

ETFs
-3.75K
- 8.09%
$103.24 - $106.68 $387K - $400K
42.5K $4.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.23K
- 8.25%
$181.56 - $190.33 $586K - $614K
35.9K $6.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-36
- 16.9%
$5364.25 - $5815.92 $193K - $209K
177 $955K
DVY
Ishares Tr

ETFs
-2.17K
- 59.55%
$133.88 - $142.57 $291K - $310K
1.48K $209K
CSX
Csx Corp

Industrials
-10.5K
- 26.62%
$32.05 - $36.52 $337K - $384K
29K $1.03M
MTB
M&T Bank Corp

Financial Services
-1.33K
- 55.36%
$183.74 - $204.05 $244K - $271K
1.07K $211K
HEFA
Ishares Currency Hedged Msci E

ETFs
-9.29K
- 12.05%
$37.2 - $39.61 $345K - $368K
67.7K $2.68M
NVS
Novartis Ag

Healthcare
-2.3K
- 29.75%
$113.5 - $129.73 $261K - $299K
5.43K $696K
F
Ford Motor CO

Consumer Cyclical
-29K
- 27.99%
$10.82 - $12.09 $313K - $350K
74.5K $891K
BA
Boeing CO

Industrials
-1.39K
- 10.44%
$209.79 - $237.38 $291K - $330K
11.9K $2.57M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.27K
- 24.89%
$70.77 - $73.59 $231K - $241K
9.87K $723K
CATH
Global X Fds Global X S&P 500

ETFs
-3.48K
- 27.88%
$75.38 - $81.32 $262K - $283K
9K $729K
TFC
Truist Financial Corp

Financial Services
-6.95K
- 17.3%
$42.83 - $47.07 $298K - $327K
33.2K $1.52M
EXR
Extra Space Storage Inc.

Real Estate
-499
- 2.46%
$134.36 - $152.88 $67K - $76.3K
19.8K $2.78M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-16.3K
- 19.05%
$21.5 - $23.94 $351K - $391K
69.3K $1.66M
KMX
Carmax Inc

Consumer Cyclical
-1.43K
- 23.94%
$44.86 - $71.57 $64K - $102K
4.53K $203K
MELI
Mercadolibre Inc

Consumer Cyclical
-57
- 25.79%
$2292.04 - $2514.05 $131K - $143K
164 $383K
ACN
Accenture PLC

Technology
-210
- 9.07%
$232.56 - $304.78 $48.8K - $64K
2.11K $519K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-2.6K
- 26.74%
$62.57 - $69.12 $163K - $180K
7.12K $484K
KHC
Kraft Heinz CO

Consumer Defensive
-6.43K
- 23.3%
$25.63 - $28.94 $165K - $186K
21.2K $551K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-5.52K
- 15.15%
$37.99 - $39.69 $210K - $219K
30.9K $1.23M
SPGI
S&P Global Inc.

Financial Services
-87
- 3.13%
$484.94 - $564.15 $42.2K - $49.1K
2.7K $1.31M
DOW
Dow Inc.

Basic Materials
-3.48K
- 16.92%
$20.87 - $30.37 $72.6K - $106K
17.1K $391K
FVD
First Tr Value Line Divid Inde

ETFs
-4.71K
- 11.07%
$44.73 - $46.86 $211K - $221K
37.9K $1.75M
DEO
Diageo PLC

Consumer Defensive
-1.35K
- 34.3%
$93.64 - $115.33 $127K - $156K
2.59K $247K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.94K
- 30.0%
$37.14 - $37.85 $146K - $149K
9.2K $347K
SCHW
Schwab Charles Corp

Financial Services
-2.28K
- 13.24%
$91.03 - $98.69 $207K - $225K
14.9K $1.43M
ED
Consolidated Edison Inc

Utilities
-1.44K
- 17.84%
$95.57 - $105.36 $137K - $151K
6.61K $664K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-3.8K
- 14.45%
$38.52 - $39.39 $146K - $150K
22.5K $883K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.94K
- 18.19%
$92.26 - $97.51 $179K - $189K
8.74K $843K
PLTR
Palantir Technologies Inc.

Technology
-23.6K
- 26.11%
$130.68 - $186.97 $3.08M - $4.41M
66.8K $12.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.23K
- 29.63%
$109.11 - $111.88 $134K - $137K
2.92K $324K
BMY
Bristol Myers Squibb CO

Healthcare
-2.3K
- 14.72%
$43.31 - $48.98 $99.7K - $113K
13.3K $601K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.73K
- 10.92%
$88.47 - $93.24 $153K - $161K
14.1K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.13K
- 11.99%
$420.11 - $472.68 $476K - $535K
8.31K $3.89M
CTVA
Corteva, Inc.

Basic Materials
-1.13K
- 21.8%
$67.08 - $77.12 $75.5K - $86.8K
4.04K $273K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-138
- 13.77%
$366.54 - $479.53 $50.6K - $66.2K
864 $338K
MSI
Motorola Solutions, Inc.

Technology
-329
- 26.32%
$408.73 - $490.3 $134K - $161K
921 $421K
WHR
Whirlpool Corp

Consumer Cyclical
-6
- 0.13%
$77.47 - $110.59 $465 - $664
4.48K $352K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-3.8K
- 9.94%
$42.21 - $43.91 $160K - $167K
34.4K $1.51M
SHW
Sherwin Williams CO

Basic Materials
-316
- 15.16%
$330.88 - $375.23 $105K - $119K
1.77K $612K
WRB
Berkley W R Corp

Financial Services
-1.54K
- 31.39%
$67.78 - $76.62 $105K - $118K
3.37K $258K
CARR
Carrier Global Corp

Industrials
-76
- 1.05%
$58.75 - $80.73 $4.47K - $6.14K
7.14K $426K
PSA
Public Storage

Real Estate
-289
- 11.28%
$271.94 - $298.09 $78.6K - $86.1K
2.27K $656K
BALL
Ball Corp

Consumer Cyclical
-479
- 4.15%
$48.47 - $59.71 $23.2K - $28.6K
11.1K $557K
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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