Foundations Investment Advisors, LLC Sells in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-1.23K
- 27.58%
$88.76 - $105.77 $109K - $130K
3.23K $318K
VB
Vanguard Small Cap ETF

ETFs
-960
- 17.87%
$193.73 - $237.37 $186K - $228K
4.41K $1.05M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-8.19K
- 8.94%
$78.98 - $90.1 $647K - $738K
83.4K $7.51M
ABC
Amerisourcebergen Corp

Healthcare
-750
- 24.89%
N/A
2.26K $418K
STLG
Ishares Factors Us Growth Styl

ETFs
-2.74K
- 15.73%
N/A
14.7K $739K
DUK
Duke Energy Corp

Utilities
-490
- 2.62%
$112.46 - $124.05 $55.1K - $60.8K
18.2K $2.15M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-8.95K
- 9.46%
$19.73 - $22.32 $177K - $200K
85.7K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.38K
- 14.04%
$51.16 - $62.02 $173K - $210K
20.7K $1.28M
PLD
Prologis, Inc.

Real Estate
-936
- 26.66%
$89.76 - $112.34 $84K - $105K
2.58K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.7K
- 3.87%
$72.02 - $73.82 $122K - $125K
42.1K $3.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-20
- 0.47%
$212.1 - $244.27 $4.24K - $4.89K
4.19K $916K
APD
Air Products & Chemicals, Inc.

Basic Materials
-257
- 9.44%
$248.61 - $294.96 $63.9K - $75.8K
2.47K $695K
IRT
Independence Realty Trust, Inc.

Real Estate
-3.02K
- 20.01%
$17.41 - $21.38 $52.5K - $64.5K
12.1K $213K
ED
Consolidated Edison Inc

Utilities
-109
- 1.34%
$98.05 - $113.3 $10.7K - $12.3K
8.05K $807K
OXY
Occidental Petroleum Corp

Energy
-214
- 1.89%
$36.11 - $49.33 $7.73K - $10.6K
11.1K $465K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.44K
- 39.4%
$82.32 - $112.47 $119K - $162K
2.22K $249K
INTC
Intel Corp

Technology
-3.49K
- 11.66%
$18.13 - $22.69 $63.3K - $79.3K
26.5K $593K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-73
- 25.52%
$4164.15 - $5789.24 $304K - $423K
213 $1.23M
ADSK
Autodesk, Inc.

Technology
-333
- 16.25%
N/A
1.72K $421K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-6.37K
- 11.26%
$23.45 - $26.56 $149K - $169K
50.2K $1.33M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.57K
- 22.61%
$32.0 - $39.87 $82.1K - $102K
8.78K $349K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.6K
- 32.52%
$53.65 - $67.02 $85.8K - $107K
3.32K $222K
AFL
Aflac Inc

Financial Services
-280
- 3.55%
$99.77 - $112.45 $27.9K - $31.5K
7.6K $801K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.36K
- 17.35%
$49.12 - $50.93 $66.9K - $69.4K
6.49K $323K
EMB
Ishares Tr

ETFs
-1.03K
- 8.08%
$86.54 - $92.62 $89.4K - $95.7K
11.8K $1.09M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-66
- 1.66%
$54.08 - $68.32 $3.57K - $4.51K
3.9K $214K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.62K
- 11.05%
$12.21 - $13.9 $44.2K - $50.4K
29.2K $380K
SECT
Sector 10, Inc.

ETFs
-2.77K
- 20.16%
$45.25 - $58.07 $125K - $161K
11K $636K
DD
Du Pont De Nemours, Inc.

Basic Materials
-459
- 8.46%
$55.13 - $75.25 $25.3K - $34.5K
4.96K $340K
OMC
Omnicom Group Inc.

Communication Services
-57
- 1.17%
$69.22 - $79.77 $3.95K - $4.55K
4.83K $347K
ZTS
Zoetis Inc.

Healthcare
-267
- 15.15%
$144.41 - $170.3 $38.6K - $45.5K
1.5K $233K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-762
- 21.12%
$72.12 - $76.23 $55K - $58.1K
2.85K $216K
TRP
Tc Energy Corp

Energy
-1.4K
- 18.44%
$44.48 - $51.4 $62.1K - $71.8K
6.18K $301K
LFT
Lument Finance Trust, Inc.

Real Estate
-14.5K
- 24.01%
$2.21 - $2.7 $32.1K - $39.2K
46K $101K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-3.29K
- 11.98%
$40.85 - $48.2 $134K - $159K
24.2K $1.17M
ADBE
Adobe Inc.

Technology
-173
- 4.56%
$340.0 - $420.68 $58.8K - $72.8K
3.62K $1.4M
TTE
Total Energies Se

Energy
-767
- 12.04%
N/A
5.61K $384K
QCOM
Qualcomm Inc

Technology
-695
- 6.86%
$124.66 - $159.48 $86.6K - $111K
9.43K $1.5M
UNP
Union Pacific Corp

Industrials
-140
- 5.02%
$208.27 - $238.46 $29.2K - $33.4K
2.65K $609K
POOL
Pool Corp

Industrials
-29
- 1.92%
$285.0 - $325.66 $8.27K - $9.44K
1.48K $431K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.9K
- 17.94%
$34.94 - $41.25 $66.4K - $78.4K
8.7K $358K
GM
General Motors CO

Consumer Cyclical
-1.32K
- 13.29%
$42.48 - $50.46 $56K - $66.6K
8.61K $423K
WTRG
Essential Utilities, Inc.

Utilities
-15
- 0.08%
$36.92 - $41.39 $554 - $621
17.8K $661K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-306
- 16.0%
$121.58 - $136.74 $37.2K - $41.8K
1.61K $218K
ECL
Ecolab Inc.

Basic Materials
-199
- 17.72%
$225.65 - $270.95 $44.9K - $53.9K
924 $248K
PGR
Progressive Corp

Financial Services
-46
- 3.46%
$255.27 - $288.74 $11.7K - $13.3K
1.28K $342K
VGLT
Vanguard Long Term Treasury Et

ETFs
-374
- 6.3%
$53.66 - $58.71 $20.1K - $22K
5.56K $311K
VEEV
Veeva Systems Inc

Healthcare
-528
- 24.25%
$209.39 - $289.94 $111K - $153K
1.65K $474K
HBAN
Huntington Bancshares Inc

Financial Services
-4.84K
- 16.69%
$12.49 - $16.76 $60.5K - $81.2K
24.2K $405K
Activity Summary
Buys All Purchases 625 New Holdings 142 Increased Positions 483 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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