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Asset Manager ← All Institutions

FOUNDATIONS INVESTMENT ADVISORS, LLC

Q2 2025 · Filed 2025-08-08
Market Value
$6.3B
+16.9%
Holdings
967
+57
New Purchases
139
Added To
471
Closed
77
Reduced
266
Top 10 Concentration
22.2%
Turnover
22.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFV 2.03% 1.31% +0.72% $128M
THRO 0.79% 0.11% +0.69% $50M
IEMG 1.32% 0.70% +0.62% $83M
IAGG 0.46% 0.00% +0.46% $29M
NVDA 1.87% 1.44% +0.44% $118M
BAI 0.42% 0.00% +0.42% $27M
QQQ 1.41% 0.99% +0.42% $89M
IVW 3.19% 2.78% +0.41% $201M
HOOD 0.60% 0.29% +0.31% $38M
BIL 1.70% 1.40% +0.30% $108M
ORCL 0.74% 0.49% +0.24% $47M
MSFT 1.35% 1.12% +0.23% $86M
OEF 0.80% 0.58% +0.22% $51M
ARKW 0.89% 0.67% +0.22% $56M
SHY 0.43% 0.26% +0.17% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.88% 2.73% -1.85% $56M
EMXC 0.03% 0.72% -0.69% $2M
TDSC 1.40% 1.91% -0.50% $89M
HEFA 0.05% 0.43% -0.39% $3M
CLSM 1.18% 1.51% -0.33% $74M
GLD 1.14% 1.44% -0.30% $72M
SCHD 0.06% 0.33% -0.27% $4M
SPHQ 0.01% 0.28% -0.27% $936K
FDVL 0.00% 0.26% -0.26% $0
AAPL 1.28% 1.53% -0.25% $81M
TDSB 0.73% 0.97% -0.24% $46M
AGG 0.06% 0.29% -0.23% $4M
UNH 0.30% 0.53% -0.23% $19M
FLRT 0.60% 0.83% -0.22% $38M
IWF 0.06% 0.28% -0.21% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $1.5B 24.2%
Large Cap 478 $3.2B 50.5%
Mid Cap 182 $584M 9.2%
Small Cap 168 $497M 7.9%
Micro Cap 67 $513M 8.1%

Portfolio Analytics

Avg Market Cap
$92.0B
Median Market Cap
$15.3B
Avg P/E
34.3
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
452
# ETFs / Funds
515

Top Holdings (967 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 3.19% 1,829,233 $201M $110.10 $51M +213,178 +13.2%
2 SPY 2.85% 291,477 $180M $617.85 $33M +29,268 +11.2%
3 QUAL 2.47% 853,617 $156M $182.82 $28M +102,231 +13.6%
4 IUSB 2.44% 3,325,866 $154M $46.23 $14M +290,902 +9.6%
5 DYNF 2.15% 2,493,174 $136M $54.46 $29M +295,906 +13.5%
6 EFV 2.03% 2,018,261 $128M $63.48 $57M +818,964 +68.3%
7 IVE 2.03% 653,970 $128M $195.42 $23M +103,436 +18.8%
8 NVDA 1.87% 748,925 $118M $157.99 $41M +33,854 +4.7%
9 BIL 1.70% 1,172,024 $108M $91.73 $32M +346,191 +41.9%
10 AESR 1.49% 4,963,664 $94M $18.95 $10M -163,810 -3.2%
11 QQQ 1.41% 161,641 $89M $551.64 $36M +47,396 +41.5%
12 TDSC 1.40% 3,657,365 $89M $24.20 -$14M -489,128 -11.8%
13 MSFT 1.35% 171,900 $86M $497.41 $25M +10,556 +6.5%
14 IEMG 1.32% 1,389,661 $83M $60.03 $45M +685,106 +97.2%
15 AAPL 1.28% 392,876 $81M $205.17 -$2M +21,717 +5.8%
16 MTUM 1.27% 333,729 $80M $240.32 $6M -33,201 -9.1%
17 XLC 1.25% 724,802 $79M $108.53 $11M +21,354 +3.0%
18 CLSM 1.18% 3,432,086 $74M $21.63 -$7M -470,275 -12.1%
19 GLD 1.14% 236,863 $72M $304.83 -$6M -33,821 -12.5%
20 VOX 1.09% 401,827 $69M $171.03 $12M +17,069 +4.4%
21 EFG 1.06% 597,452 $67M $112.00 $14M +65,382 +12.3%
22 IGV 0.92% 528,530 $58M $109.50 $12M +9,681 +1.9%
23 ARKW 0.89% 381,103 $56M $147.62 $20M +404 +0.1%
24 IVV 0.88% 89,394 $56M $620.90 -$92M -173,240 -66.0%
25 IYW 0.86% 314,185 $54M $173.27 $14M +28,039 +9.8%
26 IAU 0.85% 864,900 $54M $62.36 $15M +209,367 +31.9%
27 AMZN 0.84% 241,199 $53M $219.39 $8M +4,084 +1.7%
28 TLH 0.81% 503,402 $51M $101.60 $14M +149,305 +42.2%
29 SHV 0.81% 462,863 $51M $110.42 $6M +52,011 +12.7%
30 OEF 0.80% 166,007 $51M $304.35 $19M +51,137 +44.5%
31 THRO 0.79% 1,404,215 $50M $35.58 $44M +1,224,193 +680.0%
32 ORCL 0.74% 212,718 $47M $218.63 $20M +21,838 +11.4%
33 JPM 0.73% 159,070 $46M $289.91 $10M +13,329 +9.2%
34 META 0.73% 62,316 $46M $738.10 $10M +683 +1.1%
35 TDSB 0.73% 2,062,721 $46M $22.27 -$6M -284,696 -12.1%
36 MSTR 0.70% 109,762 $44M $404.23 $14M +2,733 +2.5%
37 ADFI 0.70% 5,185,426 $44M $8.53 -$1M -186,481 -3.5%
38 IYG 0.69% 505,496 $43M $85.60 $5M +20,565 +4.2%
39 RPHS 0.68% 4,124,581 $43M $10.43 -$996K -390,962 -8.7%
40 MBB 0.67% 449,204 $42M $93.89 $6M +58,871 +15.1%
41 VUG 0.66% 95,030 $42M $438.40 $14M +20,474 +27.5%
42 VOO 0.63% 70,448 $40M $568.03 $13M +18,111 +34.6%
43 VTI 0.63% 131,132 $40M $303.93 $12M +30,560 +30.4%
44 C 0.62% 462,049 $39M $85.12 $12M +77,759 +20.2%
45 BINC 0.62% 739,581 $39M $52.84 $6M +99,935 +15.6%
46 HOOD 0.60% 407,737 $38M $93.63 $22M +29,880 +7.9%
47 FLRT 0.60% 801,399 $38M $47.60 -$7M -148,731 -15.7%
48 LLY 0.60% 48,662 $38M $779.54 $2M +5,468 +12.7%
49 MS 0.59% 264,872 $37M $140.86 $10M +34,524 +15.0%
50 GOOGL 0.59% 210,950 $37M $176.23 $7M +17,326 +8.9%
51 GS 0.57% 51,033 $36M $707.75 $10M +3,110 +6.5%
52 COWZ 0.54% 621,048 $34M $55.10 $2M +39,770 +6.8%
53 ICF 0.52% 538,030 $33M $61.16 $4M +71,272 +15.3%
54 AVDE 0.51% 432,815 $32M $74.01 $5M +17,768 +4.3%
55 BUFR 0.47% 941,302 $30M $31.80 $3M +23,696 +2.6%
56 IAGG 0.46% 565,990 $29M $51.09 +565,990 NEW
57 XLY 0.46% 132,648 $29M $217.33 $1M -6,111 -4.4%
58 VCR 0.45% 77,743 $28M $362.32 $4M +3,421 +4.6%
59 SHY 0.43% 331,122 $27M $82.86 $13M +158,306 +91.6%
60 SCHX 0.42% 1,092,428 $27M $24.44 $5M +123,552 +12.8%
61 BAI 0.42% 924,155 $27M $28.85 +924,155 NEW
62 VRT 0.40% 198,024 $25M $128.41 $12M +9,228 +4.9%
63 V 0.40% 70,790 $25M $355.05 $4M +10,770 +17.9%
64 ASML 0.38% 29,926 $24M $801.40 $6M +2,484 +9.1%
65 VGIT 0.37% 391,952 $23M $59.81 $568K +6,856 +1.8%
66 TLT 0.37% 263,198 $23M $88.25 $1M +24,403 +10.2%
67 AOM 0.37% 502,887 $23M $46.04 $4M +75,933 +17.8%
68 IBIT 0.37% 377,630 $23M $61.21 $9M +66,277 +21.3%
69 SLV 0.36% 696,240 $23M $32.81 $6M +160,566 +30.0%
70 XISE 0.36% 737,087 $22M $30.44 -$1M -47,590 -6.1%
71 VDC 0.35% 101,637 $22M $219.00 $1M +5,128 +5.3%
72 ISRG 0.35% 40,610 $22M $543.41 $4M +4,507 +12.5%
73 CRM 0.34% 78,663 $21M $272.69 $2M +7,888 +11.2%
74 XMMO 0.33% 163,585 $21M $128.63 $3M +1,266 +0.8%
75 BABA 0.33% 182,286 $21M $113.41 -$1M +15,342 +9.2%
76 VCIT 0.33% 247,837 $21M $82.92 $2M +23,063 +10.3%
77 VGSH 0.32% 347,158 $20M $58.78 $149K +2,005 +0.6%
78 IYC 0.32% 199,897 $20M $99.64 $3M +10,248 +5.4%
79 CIEN 0.31% 241,189 $20M $81.33 $7M +26,507 +12.3%
80 XOM 0.31% 181,884 $20M $107.80 -$4M -14,663 -7.5%
81 JEPI 0.30% 336,502 $19M $56.85 $3M +45,803 +15.8%
82 MA 0.30% 33,940 $19M $561.94 $1M +1,456 +4.5%
83 UNH 0.30% 61,046 $19M $311.97 -$9M +6,655 +12.2%
84 SO 0.30% 203,309 $19M $91.83 $4M +39,186 +23.9%
85 STOT 0.29% 391,299 $19M $47.35 $11M +239,519 +157.8%
86 MO 0.29% 313,541 $18M $58.63 $4M +69,526 +28.5%
87 DBND 0.29% 393,834 $18M $46.24 $8M +176,370 +81.1%
88 VFMV 0.28% 139,685 $18M $128.23 $975K +6,048 +4.5%
89 AOR 0.28% 288,432 $18M $61.57 $3M +26,631 +10.2%
90 LNG 0.28% 72,856 $18M $243.52 $1M +2,646 +3.8%
91 VFQY 0.28% 122,887 $18M $143.72 $2M +6,727 +5.8%
92 RDVY 0.28% 277,590 $17M $62.74 $3M +35,749 +14.8%
93 DCMB 0.27% 331,830 $17M $52.03 $10M +192,606 +138.3%
94 SMLF 0.27% 249,612 $17M $67.95 $1M -6,714 -2.6%
95 DMBS 0.26% 338,537 $17M $49.07 $8M +161,347 +91.1%
96 XMHQ 0.26% 168,802 $17M $98.24 $484K -7,082 -4.0%
97 IBM 0.26% 55,990 $17M $294.78 $6M +11,989 +27.2%
98 IEF 0.26% 172,273 $16M $95.77 $9M +90,998 +112.0%
99 COST 0.25% 15,882 $16M $989.93 $2M +1,690 +11.9%
100 WMT 0.25% 160,730 $16M $97.78 $4M +27,581 +20.7%

New Positions

SymbolValue% Port
IAGG $29M 0.46%
BAI $27M 0.42%
EXR $3M 0.05%
TROW $3M 0.05%
IJS $3M 0.04%
RKLB $3M 0.04%
IBND $2M 0.04%
DABS $2M 0.03%
GOCT $2M 0.03%
SMR $1M 0.02%
FXED $1M 0.02%
VT $1M 0.02%
GNOV $1M 0.02%
TSLX $1M 0.02%
FDEC $920K 0.01%

Sold Out Positions

SymbolValue% Port
GRMN —%
EXP —%
AZZ —%
PINS —%
ASIX —%
BBAI —%
EME —%
LEN —%
INGR —%
SF —%
BB —%
GPN —%
OSK —%
ARBE —%
ESQ —%
View SEC EDGAR Filings for FOUNDATIONS INVESTMENT ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms