FOUNDATIONS INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBDC | 19K | $265.24K |
 | HPE | 19K | $465.76K |
 | JNJ | 19K | $3.48M |
 | CVS | 18K | $1.39M |
 | PCG | 18K | $278.26K |
 | MRK | 18K | $1.55M |
 | UBER | 18K | $1.75M |
 | WTRG | 18K | $712.22K |
 | BEN | 18K | $408.42K |
 | ABT | 17K | $2.33M |
 | UNH | 17K | $5.99M |
 | DOW | 17K | $391.88K |
 | ONDS | 17K | $131.24K |
 | BAM | 17K | $964.51K |
 | NVO | 17K | $924.60K |
 | IONQ | 17K | $1.02M |
 | CTRE | 16K | $569.24K |
 | WBS | 16K | $968.17K |
 | OGE | 16K | $753.40K |
 | SBUX | 16K | $1.34M |
Golub Capital BDC, Inc.
GBDC
Shares Held
19K
Value
$265.24K
Hewlett Packard Enterprise Company
HPE
Shares Held
19K
Value
$465.76K
Johnson & Johnson
JNJ
Shares Held
19K
Value
$3.48M
CVS Health Corporation
CVS
Shares Held
18K
Value
$1.39M
Pacific Gas & Electric Co.
PCG
Shares Held
18K
Value
$278.26K
Merck & Co., Inc.
MRK
Shares Held
18K
Value
$1.55M
Uber Technologies, Inc.
UBER
Shares Held
18K
Value
$1.75M
Essential Utilities, Inc.
WTRG
Shares Held
18K
Value
$712.22K
Franklin Resources, Inc.
BEN
Shares Held
18K
Value
$408.42K
Abbott Laboratories
ABT
Shares Held
17K
Value
$2.33M
UnitedHealth Group Incorporated
UNH
Shares Held
17K
Value
$5.99M
Dow Inc.
DOW
Shares Held
17K
Value
$391.88K
Ondas Holdings Inc.
ONDS
Shares Held
17K
Value
$131.24K
Brookfield Asset Management Ltd.
BAM
Shares Held
17K
Value
$964.51K
Novo Nordisk A/S
NVO
Shares Held
17K
Value
$924.60K
IonQ, Inc.
IONQ
Shares Held
17K
Value
$1.02M
CareTrust REIT, Inc.
CTRE
Shares Held
16K
Value
$569.24K
Webster Financial Corporation
WBS
Shares Held
16K
Value
$968.17K
OGE Energy Corp.
OGE
Shares Held
16K
Value
$753.40K
Starbucks Corporation
SBUX
Shares Held
16K
Value
$1.34M