Founders Financial Alliance
Latest statistics and disclosures from Founders Financial Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, XLE, PULS, and represent 20.03% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: PULS (+$7.0M), XLE (+$5.3M), DGRS, SPMD, DGRW, VYM, DON, SPTM, UAN, FCX.
- Started 86 new stock positions in GDXJ, UAN, TCAF, PFXF, HYHG, IWC, ORC, GXO, CGGR, RITM.
- Reduced shares in these 10 stocks: META, UNH, AVGO, , MSFT, CRWD, GCOW, V, PANW, .
- Sold out of its positions in ADSK, BRSP, CCI, FITB, Hemp, MLPA, PCF, HUBS, PODD, LHX. MMC, PANW, PYPL, CRM, SCHW, USB, VRTX, ZTS, JCI, TEL.
- Founders Financial Alliance was a net buyer of stock by $56M.
- Founders Financial Alliance has $333M in assets under management (AUM), dropping by 29.17%.
- Central Index Key (CIK): 0001832190
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Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 557 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Founders Financial Alliance has 557 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Founders Financial Alliance March 31, 2024 positions
- Download the Founders Financial Alliance March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $23M | 133k | 171.48 |
|
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| NVIDIA Corporation (NVDA) | 4.9 | $17M | 18k | 903.56 |
|
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| Microsoft Corporation (MSFT) | 3.8 | $13M | -3% | 30k | 420.72 |
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| Select Sector Spdr Tr Energy (XLE) | 2.4 | $7.9M | +203% | 83k | 94.41 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.1 | $7.0M | NEW | 140k | 49.70 |
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| Amazon (AMZN) | 1.9 | $6.2M | 34k | 180.38 |
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| First Ban (FBNC) | 1.8 | $6.1M | -2% | 168k | 36.12 |
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| Duke Energy Corp Com New (DUK) | 1.6 | $5.2M | +4% | 54k | 96.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $5.0M | +2% | 9.6k | 523.09 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $4.9M | 25k | 200.30 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.5 | $4.9M | +1830% | 92k | 53.34 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 1.4 | $4.7M | NEW | 95k | 49.64 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $4.6M | +707% | 60k | 76.19 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.3 | $4.4M | 48k | 91.80 |
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| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 1.3 | $4.3M | +8% | 93k | 46.19 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $3.9M | 12k | 337.05 |
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| Broadcom (AVGO) | 1.1 | $3.8M | -11% | 2.9k | 1325.62 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $3.7M | -4% | 74k | 50.45 |
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| Abbvie (ABBV) | 1.1 | $3.6M | 20k | 182.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $3.4M | +510% | 28k | 120.99 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $3.2M | +7% | 8.0k | 397.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.2M | +4% | 21k | 150.93 |
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| Johnson & Johnson (JNJ) | 0.9 | $3.0M | +5% | 19k | 158.19 |
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| Lowe's Companies (LOW) | 0.9 | $3.0M | 12k | 254.72 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $2.8M | +15% | 66k | 43.04 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.7M | +5% | 23k | 116.24 |
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| Chevron Corporation (CVX) | 0.8 | $2.7M | 17k | 157.74 |
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| Altria (MO) | 0.8 | $2.7M | +11% | 61k | 43.62 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $2.6M | 14k | 179.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.3M | +5% | 5.5k | 420.52 |
|
| Merck & Co (MRK) | 0.7 | $2.2M | 17k | 131.95 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $2.2M | -12% | 56k | 38.88 |
|
| Procter & Gamble Company (PG) | 0.6 | $2.1M | +11% | 13k | 162.25 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.6 | $2.1M | -13% | 60k | 34.70 |
|
| Philip Morris International (PM) | 0.6 | $2.0M | 22k | 91.62 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $2.0M | +3910% | 41k | 48.77 |
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| Home Depot (HD) | 0.6 | $2.0M | +44% | 5.1k | 383.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.9M | +35% | 3.6k | 525.71 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $1.9M | NEW | 29k | 64.15 |
|
| Honeywell International (HON) | 0.6 | $1.9M | 9.0k | 205.26 |
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| At&t (T) | 0.5 | $1.8M | +46% | 103k | 17.60 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.7M | +46% | 5.4k | 312.66 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | +3% | 2.1k | 777.98 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.6M | +2% | 9.0k | 180.49 |
|
| Pepsi (PEP) | 0.5 | $1.5M | +9% | 8.8k | 175.01 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.5M | +126% | 31k | 50.10 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.5 | $1.5M | +56% | 42k | 35.80 |
|
| International Business Machines (IBM) | 0.4 | $1.5M | +5% | 7.6k | 190.96 |
|
| Target Corporation (TGT) | 0.4 | $1.4M | 8.1k | 177.21 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.4M | +61% | 18k | 79.76 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.4M | +96% | 4.1k | 344.20 |
|
| Nextera Energy (NEE) | 0.4 | $1.4M | -3% | 22k | 63.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.4M | +5% | 7.7k | 182.61 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.4M | 4.9k | 281.96 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.4 | $1.4M | +46% | 96k | 14.32 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $1.4M | +2% | 13k | 108.92 |
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| Meta Platforms Cl A (META) | 0.4 | $1.3M | -29% | 2.8k | 485.62 |
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| Cisco Systems (CSCO) | 0.4 | $1.3M | +44% | 26k | 49.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.3M | +16% | 2.9k | 444.03 |
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $1.3M | +423% | 27k | 47.02 |
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| Visa Com Cl A (V) | 0.4 | $1.3M | -20% | 4.6k | 279.11 |
|
| Coca-Cola Company (KO) | 0.4 | $1.3M | -7% | 21k | 61.18 |
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| Starbucks Corporation (SBUX) | 0.4 | $1.3M | -4% | 14k | 91.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | +52% | 2.6k | 480.66 |
|
| Caterpillar (CAT) | 0.4 | $1.2M | +70% | 3.4k | 366.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | +13% | 5.4k | 228.58 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $1.2M | +126% | 17k | 72.19 |
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| Cvr Partners (UAN) | 0.4 | $1.2M | NEW | 16k | 78.59 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | 32k | 37.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 7.7k | 152.26 |
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| Invesco Actively Managed Etf Total Return (GTO) | 0.3 | $1.2M | 25k | 46.81 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | +61% | 6.9k | 162.85 |
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| Rollins (ROL) | 0.3 | $1.1M | 24k | 46.27 |
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| Truist Financial Corp equities (TFC) | 0.3 | $1.1M | -4% | 28k | 38.98 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.1M | -4% | 26k | 42.12 |
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| Verizon Communications (VZ) | 0.3 | $1.1M | +10% | 26k | 41.96 |
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| Rbc Cad (RY) | 0.3 | $1.1M | -4% | 11k | 100.88 |
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| Qualcomm (QCOM) | 0.3 | $1.0M | +280% | 6.1k | 169.29 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | -7% | 10k | 97.53 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $960k | 12k | 81.78 |
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| Marriott Intl Cl A (MAR) | 0.3 | $947k | +2% | 3.8k | 252.33 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $925k | +266% | 3.2k | 288.03 |
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| Vanguard World Utilities Etf (VPU) | 0.3 | $924k | 6.5k | 142.58 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $924k | 4.4k | 208.27 |
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| Wp Carey (WPC) | 0.3 | $902k | -3% | 16k | 56.44 |
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| Walt Disney Company (DIS) | 0.3 | $890k | -11% | 7.3k | 122.36 |
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| Wal-Mart Stores (WMT) | 0.3 | $877k | +199% | 15k | 60.17 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $873k | +43% | 17k | 50.17 |
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| CF Industries Holdings (CF) | 0.3 | $870k | NEW | 11k | 83.21 |
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| Agnc Invt Corp Com reit (AGNC) | 0.3 | $869k | +52% | 88k | 9.90 |
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| Waste Management (WM) | 0.3 | $858k | -2% | 4.0k | 213.17 |
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.3 | $848k | NEW | 14k | 60.28 |
|
| American Electric Power Company (AEP) | 0.2 | $823k | +11% | 9.6k | 86.10 |
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| Costco Wholesale Corporation (COST) | 0.2 | $813k | 1.1k | 732.65 |
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| BP Sponsored Adr (BP) | 0.2 | $809k | -3% | 22k | 37.68 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $768k | NEW | 12k | 64.99 |
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| Iron Mountain (IRM) | 0.2 | $763k | 9.5k | 80.21 |
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| Pfizer (PFE) | 0.2 | $761k | -10% | 27k | 27.75 |
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| United Parcel Service CL B (UPS) | 0.2 | $735k | -11% | 4.9k | 148.65 |
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| Oneok (OKE) | 0.2 | $720k | 9.0k | 80.17 |
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| Aon Shs Cl A (AON) | 0.2 | $720k | 2.2k | 333.75 |
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| Dominion Resources (D) | 0.2 | $717k | 15k | 49.19 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $716k | -11% | 1.4k | 504.60 |
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| Amgen (AMGN) | 0.2 | $706k | +2% | 2.5k | 284.30 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $669k | -26% | 37k | 17.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $669k | +627% | 11k | 60.74 |
|
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $664k | +2% | 28k | 23.60 |
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| Calumet Specialty Prods Part Ut Ltd Partner (CLMT) | 0.2 | $664k | NEW | 45k | 14.86 |
|
| Oracle Corporation (ORCL) | 0.2 | $638k | +2% | 5.1k | 125.62 |
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| Orchid Is Cap Com New (ORC) | 0.2 | $630k | NEW | 71k | 8.93 |
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| Boeing Company (BA) | 0.2 | $629k | -10% | 3.3k | 192.96 |
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| PNC Financial Services (PNC) | 0.2 | $624k | +152% | 3.9k | 161.60 |
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| Union Pacific Corporation (UNP) | 0.2 | $622k | +43% | 2.5k | 245.95 |
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| General Electric Com New (GE) | 0.2 | $613k | 3.5k | 175.51 |
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| American Express Company (AXP) | 0.2 | $591k | +6% | 2.6k | 227.68 |
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| Olin Corp Com Par $1 (OLN) | 0.2 | $586k | NEW | 10k | 58.80 |
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| Oxford Lane Cap Corp (OXLC) | 0.2 | $584k | NEW | 115k | 5.08 |
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| Ares Capital Corporation (ARCC) | 0.2 | $583k | NEW | 28k | 20.82 |
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| Realty Income (O) | 0.2 | $567k | +9% | 11k | 54.10 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $562k | 7.0k | 80.63 |
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| Rithm Capital Corp Com New (RITM) | 0.2 | $554k | NEW | 50k | 11.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $554k | +12% | 7.5k | 74.22 |
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| Linde SHS (LIN) | 0.2 | $546k | +14% | 1.2k | 464.31 |
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| Intel Corporation (INTC) | 0.2 | $545k | -20% | 12k | 44.17 |
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| Portman Ridge Fin Corp Com New (PTMN) | 0.2 | $544k | +104% | 29k | 18.98 |
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| United Ban (UBCP) | 0.2 | $543k | +16% | 38k | 14.47 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $540k | +39% | 1.0k | 524.13 |
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| WesBan (WSBC) | 0.2 | $535k | 18k | 29.81 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $524k | NEW | 18k | 28.80 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $524k | +13% | 13k | 40.79 |
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| ConocoPhillips (COP) | 0.2 | $517k | -9% | 4.1k | 127.27 |
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| Universal Display Corporation (OLED) | 0.2 | $514k | +190% | 3.1k | 168.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $513k | +18% | 4.6k | 110.52 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $511k | +26% | 23k | 22.75 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $511k | 1.1k | 455.01 |
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| American Tower Reit (AMT) | 0.2 | $507k | -6% | 2.6k | 197.58 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $506k | +8% | 27k | 18.45 |
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| Newtekone Com New (NEWT) | 0.2 | $501k | +4% | 46k | 11.00 |
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| Illinois Tool Works (ITW) | 0.1 | $498k | +81% | 1.9k | 268.34 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $495k | +6% | 3.9k | 125.96 |
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| UnitedHealth (UNH) | 0.1 | $482k | -54% | 974.00 | 494.62 |
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| LSB Industries (LXU) | 0.1 | $482k | NEW | 55k | 8.78 |
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| Yum! Brands (YUM) | 0.1 | $476k | NEW | 3.4k | 138.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $475k | +17% | 2.3k | 205.72 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $475k | 4.6k | 102.39 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $474k | +3% | 3.5k | 136.03 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $473k | +3% | 39k | 12.15 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $472k | +125% | 2.8k | 169.37 |
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| Dollar General (DG) | 0.1 | $471k | 3.0k | 156.08 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $471k | 5.6k | 84.09 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $470k | -2% | 2.3k | 205.09 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $469k | +9% | 2.7k | 174.21 |
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| Abbott Laboratories (ABT) | 0.1 | $465k | +15% | 4.1k | 113.66 |
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| Enbridge (ENB) | 0.1 | $465k | 13k | 36.18 |
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| CSX Corporation (CSX) | 0.1 | $465k | 13k | 37.07 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $451k | +56% | 3.9k | 114.96 |
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| Shell Spon Ads (SHEL) | 0.1 | $445k | 6.6k | 67.04 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $444k | 3.6k | 123.90 |
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| EastGroup Properties (EGP) | 0.1 | $442k | 2.5k | 179.77 |
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| Emerson Electric (EMR) | 0.1 | $437k | 3.9k | 113.43 |
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| Applied Materials (AMAT) | 0.1 | $436k | +34% | 2.1k | 206.27 |
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| Curtiss-Wright (CW) | 0.1 | $430k | 1.7k | 255.94 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $428k | -3% | 888.00 | 481.49 |
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| Williams Companies (WMB) | 0.1 | $422k | -3% | 11k | 38.97 |
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| Cummins (CMI) | 0.1 | $422k | NEW | 1.4k | 294.65 |
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| Blackrock Health Sciences Trust (BME) | 0.1 | $422k | 10k | 41.44 |
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| Global X Fds S&p 500 Risk (XRMI) | 0.1 | $421k | +12% | 22k | 19.30 |
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| S&p Global (SPGI) | 0.1 | $421k | -20% | 988.00 | 425.63 |
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| Kinder Morgan (KMI) | 0.1 | $419k | -3% | 23k | 18.34 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $418k | NEW | 2.4k | 172.27 |
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| Citigroup Com New (C) | 0.1 | $414k | -8% | 6.6k | 63.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $413k | +5% | 8.0k | 51.60 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $413k | NEW | 13k | 31.62 |
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| Nucor Corporation (NUE) | 0.1 | $405k | 2.0k | 197.88 |
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| Wells Fargo & Company (WFC) | 0.1 | $404k | -3% | 7.0k | 57.96 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $402k | NEW | 13k | 31.99 |
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| Kemper Corp Del (KMPR) | 0.1 | $401k | 6.5k | 61.92 |
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| Goldman Sachs (GS) | 0.1 | $393k | -5% | 941.00 | 417.51 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $392k | +4% | 2.5k | 154.93 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $387k | +2% | 6.3k | 61.53 |
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| Bristol Myers Squibb (BMY) | 0.1 | $385k | +4% | 7.1k | 54.23 |
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| Carrier Global Corporation (CARR) | 0.1 | $385k | +25% | 6.6k | 58.13 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $383k | -41% | 8.8k | 43.35 |
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| Automatic Data Processing (ADP) | 0.1 | $383k | 1.5k | 249.67 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $382k | 6.7k | 57.23 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $378k | +3% | 25k | 14.98 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $376k | +13% | 1.5k | 249.87 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $366k | 3.5k | 103.79 |
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| Enterprise Products Partners (EPD) | 0.1 | $364k | -2% | 13k | 29.18 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $362k | 32k | 11.35 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $361k | +2% | 4.3k | 83.58 |
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| F.N.B. Corporation (FNB) | 0.1 | $356k | -4% | 25k | 14.10 |
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| TJX Companies (TJX) | 0.1 | $352k | -24% | 3.5k | 101.42 |
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| Monster Beverage Corp (MNST) | 0.1 | $352k | +17% | 5.9k | 59.28 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $346k | +23% | 4.7k | 73.14 |
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| Snap-on Incorporated (SNA) | 0.1 | $346k | NEW | 1.2k | 296.28 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $342k | 6.1k | 56.17 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $340k | 2.8k | 123.20 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $336k | -7% | 1.7k | 195.07 |
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| Peabody Energy (BTU) | 0.1 | $331k | NEW | 14k | 24.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $329k | -53% | 1.0k | 320.59 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $329k | +13% | 687.00 | 478.87 |
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| BlackRock (BLK) | 0.1 | $321k | -25% | 385.00 | 833.51 |
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| Pinterest Cl A (PINS) | 0.1 | $318k | -22% | 9.2k | 34.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $315k | +52% | 3.2k | 97.93 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $312k | NEW | 5.8k | 53.76 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $310k | 4.1k | 76.38 |
|
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $306k | 3.3k | 94.04 |
|
|
| Armstrong World Industries (AWI) | 0.1 | $305k | 2.5k | 124.22 |
|
|
| Tesla Motors (TSLA) | 0.1 | $304k | -30% | 1.7k | 175.79 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $300k | +3% | 2.1k | 140.49 |
|
| Global X Fds Superdividend (SDIV) | 0.1 | $297k | +15% | 14k | 21.65 |
|
| EQT Corporation (EQT) | 0.1 | $291k | +2% | 7.9k | 37.07 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $281k | NEW | 9.0k | 31.17 |
|
| Prudential Financial (PRU) | 0.1 | $281k | 2.4k | 117.41 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $277k | -27% | 6.6k | 41.77 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $275k | NEW | 9.1k | 30.23 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $271k | +4% | 19k | 13.95 |
|
| Anthem (ELV) | 0.1 | $270k | -10% | 520.00 | 518.48 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $262k | +114% | 2.3k | 115.28 |
|
| Phillips 66 (PSX) | 0.1 | $262k | +3% | 1.6k | 163.31 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $259k | -26% | 6.0k | 42.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $255k | 1.9k | 135.06 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $255k | -2% | 3.5k | 72.96 |
|
| PennantPark Investment (PNNT) | 0.1 | $254k | +3% | 37k | 6.88 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $251k | NEW | 2.9k | 87.42 |
|
| First Tr High Income L/s (FSD) | 0.1 | $251k | +4% | 21k | 11.93 |
|
| Discover Financial Services (DFS) | 0.1 | $250k | 1.9k | 131.09 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $249k | NEW | 1.9k | 128.43 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $249k | NEW | 2.6k | 96.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $247k | -32% | 713.00 | 346.76 |
|
| Intuit (INTU) | 0.1 | $244k | -13% | 376.00 | 649.47 |
|
| Republic Services (RSG) | 0.1 | $244k | -17% | 1.3k | 191.43 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $243k | -3% | 2.8k | 85.65 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $243k | -3% | 4.3k | 56.38 |
|
| Ishares Tr Global Mater Etf (MXI) | 0.1 | $242k | 2.7k | 89.44 |
|
|
| United Rentals (URI) | 0.1 | $242k | NEW | 335.00 | 721.11 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $240k | 2.7k | 90.06 |
|
|
| Global X Fds Dow 30 Covered C (DJIA) | 0.1 | $239k | +10% | 11k | 22.79 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $237k | +28% | 1.6k | 147.77 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $236k | -2% | 5.6k | 42.23 |
|
| Netflix (NFLX) | 0.1 | $235k | -48% | 387.00 | 607.33 |
|
| Medtronic SHS (MDT) | 0.1 | $234k | 2.7k | 87.15 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $234k | -32% | 15k | 15.73 |
|
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.1 | $234k | 8.9k | 26.32 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $231k | -21% | 954.00 | 242.22 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $229k | -27% | 1.5k | 148.70 |
|
| Nike CL B (NKE) | 0.1 | $228k | -29% | 2.4k | 93.99 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $226k | 1.8k | 123.28 |
|
|
| Danaher Corporation (DHR) | 0.1 | $225k | 900.00 | 249.73 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- Founders Financial Alliance 2024 Q1 filed May 14, 2024
- Founders Financial Alliance 2023 Q4 filed Feb. 9, 2024
- Founders Financial Alliance 2023 Q3 filed Nov. 13, 2023
- Founders Financial Alliance 2023 Q2 filed Aug. 11, 2023
- Founders Financial Alliance 2023 Q1 filed May 15, 2023
- Founders Financial Alliance 2022 Q4 filed Feb. 15, 2023
- Founders Financial Alliance 2022 Q3 filed Nov. 14, 2022
- Founders Financial Alliance 2022 Q2 filed Aug. 15, 2022
- Founders Financial Alliance 2022 Q1 filed May 12, 2022
- Founders Financial Alliance 2021 Q4 filed Feb. 14, 2022
- Founders Financial Alliance 2021 Q3 filed Nov. 15, 2021
- Founders Financial Alliance 2021 Q2 filed Aug. 2, 2021
- Founders Financial Alliance 2021 Q1 filed May 14, 2021
- Founders Financial Alliance 2020 Q4 filed Feb. 4, 2021
- Founders Financial Alliance 2020 Q3 filed Nov. 13, 2020