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
LYG
Lloyds Banking Group PLC

Financial Services
-2.73K
- 3.48%
$4.03 - $4.63 $11K - $12.6K
75.7K $343K
VHT
Vanguard Health Care ETF

ETFs
-26
- 1.68%
$239.12 - $259.95 $6.22K - $6.76K
1.52K $394K
COP
Conocophillips

Energy
-576
- 4.28%
$91.0 - $98.99 $52.4K - $57K
12.9K $1.22M
MTZ
Mastec Inc

Industrials
-214
- 16.01%
$168.23 - $212.81 $36K - $45.5K
1.12K $238K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-37
- 0.14%
$43.36 - $44.8 $1.6K - $1.66K
26.4K $1.17M
FTC
First Tr Lge Cap Growth

ETFs
-29
- 1.58%
$149.47 - $162.84 $4.33K - $4.72K
1.81K $290K
PHYS
Sprott Physical Gold Trust

Financial Services
-4.34K
- 13.01%
$25.02 - $29.62 $109K - $129K
29K $859K
AFRM
Affirm Holdings, Inc.

Technology
-44
- 1.02%
$64.05 - $92.18 $2.82K - $4.06K
4.26K $311K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-98
- 0.8%
$5.54 - $8.76 $543 - $858
12.1K $91K
MCD
Mcdonalds Corp

Consumer Cyclical
-952
- 3.66%
$291.67 - $316.99 $278K - $302K
25.1K $7.62M
SSO
Proshares Ultra S&P 500

ETFs
-1.03K
- 11.12%
$97.48 - $112.71 $101K - $116K
8.25K $925K
DELL
Dell Technologies Inc.

Technology
-222
- 8.71%
$120.96 - $141.77 $26.9K - $31.5K
2.33K $330K
SONY
Sony Group Corp

Technology
-272
- 2.95%
$23.92 - $30.07 $6.51K - $8.18K
8.94K $257K
FDL
First Tr Morningstar Dividend

ETFs
-143
- 0.9%
$41.96 - $44.59 $6K - $6.38K
15.7K $681K
EA
Electronic Arts Inc.

Communication Services
-230
- 14.01%
$147.79 - $202.05 $34K - $46.5K
1.41K $284K
FNF
Fidelity National Financial, Inc.

Financial Services
-51
- 0.74%
$51.22 - $61.07 $2.61K - $3.11K
6.81K $411K
SYY
Sysco Corp

Consumer Defensive
-481
- 4.77%
$76.33 - $82.51 $36.7K - $39.7K
9.6K $790K
SOXL
Direxion Daily Semiconductor B

ETFs
-2K
- 19.95%
$23.99 - $34.84 $48K - $69.7K
8.04K $279K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-3
- 0.05%
$47.75 - $54.24 $143 - $163
5.92K $317K
BDX
Becton Dickinson & CO

Healthcare
-95
- 2.76%
$172.41 - $199.66 $16.4K - $19K
3.34K $625K
IYF
Ishares Tr

ETFs
-22
- 0.33%
$119.89 - $127.16 $2.64K - $2.8K
6.65K $842K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-28
- 1.35%
$435.72 - $463.74 $12.2K - $13K
2.05K $949K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-1.01K
- 3.53%
$29.27 - $32.3 $29.7K - $32.8K
27.7K $894K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-25
- 0.6%
$134.94 - $145.86 $3.37K - $3.65K
4.17K $606K
COMP
Compass, Inc.

Technology
-100
- 0.38%
$6.15 - $9.69 $615 - $969
25.9K $207K
QLD
Proshares Ultra Qqq

ETFs
-1K
- 10.74%
$115.66 - $138.31 $116K - $139K
8.34K $1.14M
EBAY
Ebay Inc

Consumer Cyclical
-197
- 5.19%
$75.33 - $100.77 $14.8K - $19.9K
3.6K $327K
HII
Huntington Ingalls Industries, Inc.

Industrials
-27
- 2.4%
$246.31 - $287.91 $6.65K - $7.77K
1.1K $316K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-911
- 2.16%
$53.62 - $55.95 $48.8K - $51K
41.2K $2.31M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-99
- 0.54%
$50.18 - $52.89 $4.97K - $5.24K
18.2K $965K
QJUN
First Tr ETF
-1.52K
- 2.48%
$29.51 - $31.11 $44.9K - $47.3K
59.9K $1.86M
BP
Bp PLC

Energy
-751
- 4.65%
$30.25 - $35.69 $22.7K - $26.8K
15.4K $530K
VV
Vanguard Large Cap ETF

ETFs
-31
- 1.17%
$285.05 - $309.14 $8.84K - $9.58K
2.62K $807K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-6.4K
- 4.17%
$36.37 - $38.37 $233K - $246K
147K $5.65M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.59K
- 0.64%
$49.05 - $49.99 $77.8K - $79.3K
246K $12.2M
ESPR
Esperion Therapeutics, Inc.

Healthcare
-10K
- 19.94%
$0.98 - $2.84 $9.8K - $28.4K
40.2K $106K
IDXX
Idexx Laboratories Inc

Healthcare
-54
- 5.91%
$514.61 - $682.78 $27.8K - $36.9K
860 $549K
HPE
Hewlett Packard Enterprise CO

Technology
-682
- 3.47%
$19.81 - $25.24 $13.5K - $17.2K
19K $465K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-441
- 6.97%
$89.32 - $107.82 $39.4K - $47.5K
5.89K $634K
LHX
L3 Harris Technologies, Inc.

Industrials
-189
- 8.2%
$252.18 - $305.41 $47.7K - $57.7K
2.12K $645K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.97K
- 13.83%
$10.78 - $19.82 $21.3K - $39.1K
12.3K $240K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 2.99%
$404.94 - $499.99 $15.4K - $19K
1.23K $597K
MCK
Mckesson Corp

Healthcare
-12
- 0.51%
$659.01 - $772.54 $7.91K - $9.27K
2.33K $1.8M
ARQQW
Arqit Quantum Inc Wt Exp 11/02
-86K
- 2.08%
$0.11 - $1.77 $9.46K - $152K
4.06M $3.82M
INTC
Intel Corp

Technology
-6.25K
- 23.6%
$19.31 - $35.5 $121K - $222K
20.2K $678K
ONDS
Ondas Holdings Inc.

Technology
-500
- 2.86%
$1.75 - $7.88 $875 - $3.94K
17K $132K
TJX
Tjx Companies Inc

Consumer Cyclical
-37
- 0.7%
$121.35 - $144.54 $4.49K - $5.35K
5.26K $760K
IWY
Ishares Tr Russell 200 Growth

ETFs
-687
- 5.47%
$243.93 - $275.62 $168K - $189K
11.9K $3.25M
FDMO
Fidelity Covington Tr Momentum

ETFs
-108
- 0.48%
$75.0 - $83.29 $8.1K - $9K
22.3K $1.85M
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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