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
APD
Air Products & Chemicals, Inc.

Basic Materials
-241
- 9.77%
$265.78 - $299.3 $64.1K - $72.1K
2.23K $606K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-841
- 25.46%
$132.51 - $145.94 $111K - $123K
2.46K $355K
WM
Waste Management Inc

Industrials
-169
- 2.8%
$213.88 - $237.1 $36.1K - $40.1K
5.86K $1.29M
GIS
General Mills Inc

Consumer Defensive
-1.12K
- 5.37%
$48.44 - $53.83 $54.3K - $60.3K
19.7K $995K
OZ
Belpointe Prep, LLC

Real Estate
-1.2K
- 14.79%
$60.0 - $66.99 $71.8K - $80.2K
6.9K $441K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.18K
- 13.16%
$35.34 - $47.21 $41.6K - $55.6K
7.77K $304K
PRU
Prudential Financial Inc

Financial Services
-519
- 7.02%
$100.68 - $109.89 $52.3K - $57K
6.87K $712K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.49K
- 26.75%
$54.21 - $57.41 $80.6K - $85.4K
4.07K $231K
STX
Seagate Technology Holdings PLC

Technology
-1.49K
- 49.35%
$142.01 - $236.06 $212K - $352K
1.53K $361K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-2.13K
- 24.45%
$41.22 - $43.5 $87.7K - $92.5K
6.57K $285K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.15K
- 7.64%
$40.94 - $42.85 $87.9K - $92K
26K $1.09M
ITW
Illinois Tool Works Inc

Industrials
-383
- 18.11%
$252.31 - $269.41 $96.6K - $103K
1.73K $451K
CHKP
Check Point Software Technologies LTD

Technology
-193
- 9.97%
$180.73 - $231.23 $34.9K - $44.6K
1.74K $360K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-1.23K
- 25.2%
$70.51 - $77.82 $86.9K - $96K
3.66K $283K
COF
Capital One Financial Corp

Financial Services
-298
- 6.6%
$207.29 - $229.74 $61.8K - $68.5K
4.22K $896K
FANG
Diamondback Energy, Inc.

Energy
-544
- 23.55%
$134.53 - $152.5 $73.2K - $83K
1.77K $252K
RSG
Republic Services, Inc.

Industrials
-170
- 12.64%
$225.33 - $246.01 $38.3K - $41.8K
1.18K $269K
ABC
Amerisourcebergen Corp

Healthcare
-326
- 14.41%
N/A
1.94K $358K
SAIC
Science Applications International Corp

Technology
-7
- 0.16%
$97.2 - $120.6 $680 - $844
4.41K $438K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.71K
- 20.6%
$44.76 - $47.49 $76.6K - $81.3K
6.6K $313K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.34K
- 27.03%
$69.9 - $78.26 $93.8K - $105K
3.62K $282K
ETR
Entergy Corp

Utilities
-1.8K
- 16.34%
$80.93 - $93.55 $146K - $169K
9.24K $860K
FIS
Fidelity National Information Services, Inc.

Technology
-37
- 1.05%
$63.37 - $82.35 $2.34K - $3.05K
3.5K $230K
IXUS
Ishares Tr

ETFs
-946
- 23.35%
$76.35 - $82.58 $72.2K - $78.1K
3.11K $256K
TDG
Trans Digm Group Inc

Industrials
-13
- 6.99%
$1271.04 - $1620.83 $16.5K - $21.1K
173 $228K
CSCO
Cisco Systems, Inc.

Technology
-356
- 1.17%
$66.2 - $71.79 $23.6K - $25.6K
30K $2.05M
UL
Unilever PLC

Consumer Defensive
-666
- 10.41%
$58.43 - $65.01 $38.9K - $43.3K
5.73K $339K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-4.15K
- 13.64%
$66.7 - $76.76 $277K - $319K
26.3K $2.01M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-2.09K
- 9.72%
$13.69 - $15.48 $28.6K - $32.3K
19.4K $265K
GAIN
Gladstone Investment Corporation\De

Financial Services
-2.96K
- 19.2%
$13.79 - $14.53 $40.8K - $43K
12.5K $172K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-276
- 0.66%
$22.65 - $25.1 $6.25K - $6.93K
41.8K $956K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-1.3K
- 18.76%
$38.58 - $40.06 $50.3K - $52.2K
5.65K $224K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.7K
- 17.4%
$28.95 - $29.73 $49.2K - $50.5K
8.06K $239K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.16K
- 14.91%
$33.04 - $36.15 $38.3K - $41.9K
6.61K $227K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-403
- 15.85%
$185.88 - $207.44 $74.9K - $83.6K
2.14K $429K
ADSK
Autodesk, Inc.

Technology
-179
- 10.43%
N/A
1.54K $377K
MPC
Marathon Petroleum Corp

Energy
-933
- 18.29%
$158.59 - $198.69 $148K - $185K
4.17K $803K
AJG
Arthur J. Gallagher & Co.

Financial Services
-104
- 9.34%
$284.17 - $319.49 $29.6K - $33.2K
1.01K $312K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-533
- 6.82%
$134.42 - $141.26 $71.6K - $75.3K
7.28K $1.03M
GWW
W.W. Grainger, Inc.

Industrials
-15
- 5.75%
$932.44 - $1059.49 $14K - $15.9K
246 $234K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-621
- 1.02%
$102.4 - $103.88 $63.6K - $64.5K
60.2K $6.22M
ILF
Ishares Latin America 40 ETF

ETFs
-3.97K
- 13.44%
$24.77 - $28.98 $98.3K - $115K
25.6K $738K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.58K
- 9.84%
$14.46 - $15.29 $37.2K - $39.4K
23.6K $355K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-878
- 14.41%
$49.98 - $52.24 $43.9K - $45.9K
5.22K $272K
VO
Vanguard Mid Cap ETF

ETFs
-321
- 6.52%
$279.83 - $293.74 $89.8K - $94.3K
4.6K $1.35M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-546
- 12.79%
$72.04 - $77.35 $39.3K - $42.2K
3.72K $285K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.65K
- 11.1%
$54.29 - $60.6 $198K - $221K
29.2K $1.76M
DHR
Danaher Corp

Healthcare
-138
- 5.74%
$181.46 - $212.2 $25K - $29.3K
2.27K $449K
TTWO
Take Two Interactive Software Inc

Communication Services
-160
- 13.59%
$217.37 - $259.96 $34.8K - $41.6K
1.02K $262K
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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