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
LDOS
Leidos Holdings, Inc.

Technology
-108
- 1.71%
$159.2 - $188.96 $17.2K - $20.4K
6.22K $1.18M
NOC
Northrop Grumman Corp

Industrials
-102
- 4.63%
$498.9 - $609.32 $50.9K - $62.2K
2.1K $1.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-600
- 2.24%
$98.99 - $112.2 $59.4K - $67.3K
26.2K $2.89M
LMT
Lockheed Martin Corp

Industrials
-18
- 0.27%
$410.74 - $499.21 $7.39K - $8.99K
6.65K $3.32M
TDY
Teledyne Technologies Inc

Technology
-14
- 0.4%
$509.51 - $586.04 $7.13K - $8.2K
3.5K $2.05M
SHOP
Shopify Inc.

Technology
-324
- 3.31%
$112.11 - $157.12 $36.3K - $50.9K
9.48K $1.41M
ALL
Allstate Corp

Financial Services
-195
- 0.78%
$192.0 - $214.65 $37.4K - $41.9K
24.8K $5.32M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.56K
- 2.69%
$64.12 - $68.08 $228K - $242K
129K $8.77M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-203
- 2.59%
$275.84 - $326.36 $56K - $66.3K
7.65K $2.5M
VEA
Vanguard Ftse Developed Market

ETFs
-2.69K
- 1.61%
$56.02 - $60.3 $151K - $162K
164K $9.83M
AVDV
American Centy ETF Tr Avantis

ETFs
-104
- 0.27%
$79.24 - $89.03 $8.24K - $9.26K
37.9K $3.37M
CAT
Caterpillar Inc

Industrials
-658
- 7.97%
$390.92 - $477.15 $257K - $314K
7.6K $3.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-179
- 0.38%
$135.0 - $146.02 $24.2K - $26.1K
47.4K $6.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.44K
- 2.63%
$98.53 - $107.1 $438K - $476K
164K $17.3M
HD
Home Depot, Inc.

Consumer Cyclical
-600
- 2.39%
$357.4 - $423.42 $214K - $254K
24.6K $9.95M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-19.8K
- 2.11%
$31.79 - $33.42 $630K - $662K
921K $30.8M
GOOG
Alphabet Inc.

Communication Services
-2.67K
- 11.22%
$175.16 - $255.24 $468K - $683K
21.2K $5.15M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-607
- 1.79%
$362.31 - $405.74 $220K - $246K
33.3K $13.4M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-7.77K
- 3.11%
$68.27 - $75.58 $531K - $588K
242K $18M
CMI
Cummins Inc

Industrials
-232
- 1.96%
$327.85 - $426.39 $76.1K - $98.9K
11.6K $4.91M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-3.17K
- 2.34%
$112.94 - $129.99 $358K - $412K
133K $17M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-308K
- 6.2%
$18.96 - $20.68 $5.83M - $6.36M
4.66M $95.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25.9K
- 3.03%
$182.33 - $194.5 $4.72M - $5.03M
828K $161M
IAU
Ishares Gold Trust

ETFs
-49.1K
- 5.68%
$61.62 - $72.77 $3.03M - $3.57M
816K $59.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-305
- 0.69%
$293.94 - $444.72 $89.7K - $136K
44K $19.6M
NVDA
Nvidia Corp

Technology
-60.8K
- 8.12%
$153.3 - $186.58 $9.32M - $11.3M
688K $128M
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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