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, AMZN, JPM, and represent 18.78% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: LVHI, AVUV, NFLX, AKRE, XOM, TBIL, FESM, AMZN, AAPL, FBND.
- Started 29 new stock positions in BGH, WTAI, PPA, LVHD, OTF, TMFC, FXU, AVUV, HERD, RWJ.
- Reduced shares in these 10 stocks: NVDA, XLE, PGR, SPSM, FCNCA, CSCO, IVV, HOOD, HTGC, SPMD.
- Sold out of its positions in LNT, YYY, ADI, AstraZeneca, BKR, BAC.PL, BMNR, BDVL, BIDD, CMG.
- Founders Financial Alliance was a net seller of stock by $-5.4M.
- Founders Financial Alliance has $530M in assets under management (AUM), dropping by -0.20%.
- Central Index Key (CIK): 0001832190
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Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 607 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Founders Financial Alliance has 607 total positions. Only the first 250 positions are shown.
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- Download the Founders Financial Alliance December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $36M | +2% | 132k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 4.8 | $26M | -13% | 137k | 186.50 |
|
| Microsoft Corporation (MSFT) | 3.1 | $17M | 34k | 483.62 |
|
|
| Amazon (AMZN) | 2.2 | $12M | +9% | 50k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $9.9M | +9% | 31k | 322.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $9.4M | -4% | 14k | 684.91 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.7 | $9.2M | +4% | 185k | 49.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $9.0M | 29k | 313.00 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.6 | $8.3M | +6% | 93k | 89.43 |
|
| Broadcom (AVGO) | 1.6 | $8.3M | 24k | 346.09 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $7.1M | 11k | 681.94 |
|
|
| Duke Energy Corp Com New (DUK) | 1.3 | $6.8M | 58k | 117.21 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 1.2 | $6.5M | 71k | 91.38 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 1.2 | $6.2M | -2% | 126k | 49.47 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.2 | $6.1M | +5% | 160k | 38.22 |
|
| First Ban (FBNC) | 1.2 | $6.1M | 121k | 50.79 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $6.1M | +10% | 121k | 50.59 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.1 | $6.0M | +9% | 64k | 92.80 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 1.1 | $5.9M | +9% | 166k | 35.64 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.1 | $5.7M | +10% | 128k | 44.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $5.6M | 9.1k | 614.31 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.9 | $4.9M | +29% | 99k | 49.88 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $4.9M | 10k | 480.59 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.9 | $4.6M | 93k | 49.62 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.9 | $4.6M | -6% | 79k | 57.91 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $4.5M | +33% | 37k | 120.34 |
|
| Abbvie (ABBV) | 0.8 | $4.2M | 18k | 228.49 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.2M | +7% | 8.3k | 502.65 |
|
| Altria (MO) | 0.8 | $4.1M | 71k | 57.66 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $4.1M | -2% | 8.6k | 473.31 |
|
| Johnson & Johnson (JNJ) | 0.7 | $3.9M | 19k | 206.94 |
|
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.7 | $3.9M | +35% | 102k | 37.78 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.7 | $3.6M | +37% | 100k | 36.38 |
|
| Philip Morris International (PM) | 0.6 | $3.4M | -2% | 21k | 160.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.3M | 23k | 143.52 |
|
|
| Chevron Corporation (CVX) | 0.6 | $3.3M | 22k | 152.40 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $3.1M | -3% | 28k | 111.41 |
|
| Lowe's Companies (LOW) | 0.6 | $3.0M | 13k | 241.16 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.9M | 4.7k | 627.14 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $2.9M | +6% | 4.3k | 660.16 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $2.8M | 54k | 51.60 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.5 | $2.8M | -3% | 34k | 82.50 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.8M | -16% | 1.3k | 2145.46 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | 8.4k | 313.79 |
|
|
| International Business Machines (IBM) | 0.5 | $2.6M | 8.7k | 296.20 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $2.5M | 8.3k | 305.64 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.5 | $2.5M | +4% | 43k | 56.81 |
|
| Goldman Sachs (GS) | 0.5 | $2.4M | +11% | 2.7k | 878.82 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.3M | -6% | 11k | 210.33 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.2M | -3% | 4.5k | 487.90 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.2M | +3% | 10k | 219.77 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $2.1M | 39k | 54.77 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.4 | $2.1M | NEW | 57k | 36.82 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.1M | 6.6k | 318.53 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $2.1M | +8% | 47k | 44.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.1M | +3% | 6.9k | 303.91 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.0M | 9.6k | 214.16 |
|
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 11k | 183.39 |
|
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| Honeywell International (HON) | 0.4 | $2.0M | 10k | 195.10 |
|
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.4 | $2.0M | -2% | 40k | 50.07 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.0M | 4.3k | 468.76 |
|
|
| At&t (T) | 0.4 | $1.9M | -6% | 78k | 24.84 |
|
| Tesla Motors (TSLA) | 0.4 | $1.9M | +2% | 4.3k | 449.72 |
|
| Home Depot (HD) | 0.4 | $1.9M | 5.6k | 344.08 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.9M | 1.8k | 1074.39 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.8M | 172k | 10.72 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 66k | 27.43 |
|
|
| Caterpillar (CAT) | 0.3 | $1.8M | 3.1k | 572.94 |
|
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.8M | -2% | 20k | 88.08 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.8M | +94% | 12k | 143.97 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.8M | -4% | 5.2k | 335.26 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.7M | -2% | 31k | 55.00 |
|
| Progressive Corporation (PGR) | 0.3 | $1.7M | -37% | 7.5k | 227.70 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.7M | -5% | 34k | 50.32 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.3 | $1.7M | -6% | 40k | 42.48 |
|
| Rbc Cad (RY) | 0.3 | $1.7M | 9.8k | 170.48 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.7M | -3% | 12k | 143.31 |
|
| Merck & Co (MRK) | 0.3 | $1.7M | 16k | 105.26 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.7M | NEW | 16k | 101.98 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.6M | +2% | 4.5k | 360.13 |
|
| Cvr Partners (UAN) | 0.3 | $1.6M | 16k | 102.50 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | -25% | 20k | 77.03 |
|
| Nextera Energy (NEE) | 0.3 | $1.5M | -13% | 19k | 80.28 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.3 | $1.5M | -6% | 37k | 41.22 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $1.5M | 117k | 12.88 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.5M | 24k | 62.47 |
|
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $1.5M | +22% | 57k | 26.01 |
|
| Pepsi (PEP) | 0.3 | $1.5M | +4% | 10k | 143.53 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | +7% | 1.7k | 862.18 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | +6% | 7.3k | 194.92 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.4M | -5% | 7.3k | 190.98 |
|
| Visa Com Cl A (V) | 0.3 | $1.4M | 3.9k | 350.72 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $1.4M | 8.9k | 155.12 |
|
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.4M | -8% | 4.4k | 310.23 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | -5% | 5.3k | 257.95 |
|
| Netflix (NFLX) | 0.3 | $1.3M | +1066% | 14k | 93.76 |
|
| American Express Company (AXP) | 0.3 | $1.3M | +5% | 3.6k | 370.03 |
|
| Rollins (ROL) | 0.3 | $1.3M | 22k | 60.02 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.3M | 19k | 69.91 |
|
|
| American Electric Power Company (AEP) | 0.3 | $1.3M | +8% | 12k | 115.31 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.3M | -12% | 20k | 64.42 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.3M | 26k | 49.21 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.2M | +8% | 31k | 40.73 |
|
| Orchid Is Cap Com New (ORC) | 0.2 | $1.2M | 167k | 7.20 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $1.2M | NEW | 18k | 65.51 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.1M | 3.6k | 307.98 |
|
|
| TJX Companies (TJX) | 0.2 | $1.1M | 7.3k | 153.61 |
|
|
| Calumet (CLMT) | 0.2 | $1.1M | -3% | 56k | 19.87 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $1.1M | -19% | 21k | 50.79 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | 16k | 66.00 |
|
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| Waste Management (WM) | 0.2 | $1.0M | 4.6k | 219.72 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $995k | NEW | 22k | 46.04 |
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| Bcp Investment Corporation Com New (BCIC) | 0.2 | $995k | 84k | 11.83 |
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| Spdr Series Trust State Street Spd (XAR) | 0.2 | $951k | 3.9k | 241.24 |
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| Enbridge (ENB) | 0.2 | $948k | 20k | 47.83 |
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| Curtiss-Wright (CW) | 0.2 | $929k | 1.7k | 551.39 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $924k | +14% | 5.2k | 177.75 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $913k | 36k | 25.18 |
|
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| Vanguard World Utilities Etf (VPU) | 0.2 | $889k | 4.8k | 185.02 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $872k | -2% | 7.9k | 110.19 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $860k | +96% | 7.2k | 119.41 |
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| T Rowe Price Etf Capital Apprecia (TCAL) | 0.2 | $857k | +128% | 36k | 23.57 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $844k | 3.0k | 276.96 |
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| Dominion Resources (D) | 0.2 | $839k | -18% | 14k | 58.59 |
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| O'reilly Automotive (ORLY) | 0.2 | $837k | +7% | 9.2k | 91.21 |
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| Ge Vernova (GEV) | 0.2 | $836k | +7% | 1.3k | 653.84 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $833k | 4.7k | 177.37 |
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| Qualcomm (QCOM) | 0.2 | $832k | -8% | 4.9k | 171.05 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $821k | -7% | 20k | 40.63 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $814k | 2.9k | 279.14 |
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| Capital One Financial (COF) | 0.2 | $812k | 3.3k | 242.33 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $803k | -5% | 1.7k | 483.66 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $796k | +2% | 7.5k | 106.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $794k | -18% | 2.0k | 396.31 |
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| Pfizer (PFE) | 0.1 | $792k | 32k | 24.90 |
|
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| CVS Caremark Corporation (CVS) | 0.1 | $790k | 9.9k | 79.36 |
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| Palo Alto Networks (PANW) | 0.1 | $788k | +2% | 4.3k | 184.20 |
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| Walt Disney Company (DIS) | 0.1 | $778k | -3% | 6.8k | 113.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $768k | +4% | 2.6k | 290.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $768k | 8.6k | 89.46 |
|
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| Citigroup Com New (C) | 0.1 | $766k | 6.6k | 116.69 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $764k | 30k | 25.48 |
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| Peabody Energy (BTU) | 0.1 | $762k | -6% | 26k | 29.70 |
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| Wp Carey (WPC) | 0.1 | $761k | -5% | 12k | 64.36 |
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| Colgate-Palmolive Company (CL) | 0.1 | $756k | +255% | 9.6k | 79.02 |
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| Global X Fds S&p 500 Risk (XRMI) | 0.1 | $749k | -11% | 42k | 17.87 |
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| Iron Mountain (IRM) | 0.1 | $745k | 9.0k | 82.95 |
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| Monster Beverage Corp (MNST) | 0.1 | $732k | -11% | 9.5k | 76.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $726k | -2% | 4.2k | 173.48 |
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| Aon Shs Cl A (AON) | 0.1 | $725k | -4% | 2.1k | 352.94 |
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| Blackrock Health Sciences Trust (BME) | 0.1 | $711k | -10% | 17k | 41.13 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $706k | NEW | 2.8k | 252.92 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $698k | 4.5k | 154.79 |
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| PNC Financial Services (PNC) | 0.1 | $698k | -4% | 3.3k | 208.74 |
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| Aberdeen Income Cred Strat (ACP) | 0.1 | $695k | +3% | 129k | 5.41 |
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| Ares Capital Corporation (ARCC) | 0.1 | $695k | 34k | 20.23 |
|
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $687k | 5.7k | 119.75 |
|
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| Oxford Lane Cap Corp (OXLC) | 0.1 | $678k | -11% | 46k | 14.64 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $674k | 58k | 11.63 |
|
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| Micron Technology (MU) | 0.1 | $671k | 2.4k | 285.41 |
|
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| Amgen (AMGN) | 0.1 | $669k | +32% | 2.0k | 327.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $665k | -28% | 3.5k | 191.56 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $655k | -2% | 52k | 12.66 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $652k | -12% | 37k | 17.67 |
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| Starbucks Corporation (SBUX) | 0.1 | $648k | -28% | 7.7k | 84.22 |
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| Williams Companies (WMB) | 0.1 | $648k | -8% | 11k | 60.11 |
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| Intuit (INTU) | 0.1 | $642k | 969.00 | 662.56 |
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| Uber Technologies (UBER) | 0.1 | $637k | 7.8k | 81.71 |
|
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| Vanguard World Financials Etf (VFH) | 0.1 | $635k | 4.8k | 133.48 |
|
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $633k | 3.1k | 203.04 |
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| Boeing Company (BA) | 0.1 | $617k | 2.8k | 217.14 |
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| Linde SHS (LIN) | 0.1 | $615k | +7% | 1.4k | 426.30 |
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| salesforce (CRM) | 0.1 | $608k | 2.3k | 264.89 |
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| Oneok (OKE) | 0.1 | $595k | -3% | 8.1k | 73.50 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $592k | 5.9k | 100.77 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $589k | +4% | 782.00 | 753.74 |
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| Union Pacific Corporation (UNP) | 0.1 | $589k | 2.5k | 231.27 |
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| Insulet Corporation (PODD) | 0.1 | $584k | 2.1k | 284.24 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $584k | -2% | 8.7k | 67.22 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $578k | +6% | 9.7k | 59.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $571k | -3% | 11k | 53.76 |
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| Armstrong World Industries (AWI) | 0.1 | $564k | 3.0k | 191.11 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $559k | +2% | 2.5k | 224.66 |
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| CSX Corporation (CSX) | 0.1 | $551k | 15k | 36.25 |
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| Applied Materials (AMAT) | 0.1 | $548k | -2% | 2.1k | 256.98 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $539k | -5% | 2.0k | 269.18 |
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| First Tr Exchange-traded A Com Shs (FTA) | 0.1 | $530k | +5% | 6.2k | 86.15 |
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| Kinder Morgan (KMI) | 0.1 | $527k | -9% | 19k | 27.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $526k | 3.0k | 177.53 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $523k | -3% | 2.3k | 227.47 |
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| Howmet Aerospace (HWM) | 0.1 | $521k | +4% | 2.5k | 205.03 |
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| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $511k | 3.6k | 142.13 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $511k | -7% | 6.0k | 85.77 |
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| BP Sponsored Adr (BP) | 0.1 | $507k | -5% | 15k | 34.73 |
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| United Ban (UBCP) | 0.1 | $505k | -5% | 35k | 14.35 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $501k | -4% | 11k | 45.21 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $499k | +5% | 1.1k | 453.36 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $489k | 5.2k | 93.35 |
|
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| Constellation Energy (CEG) | 0.1 | $485k | 1.4k | 353.26 |
|
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| Global X Fds Superdividend (SDIV) | 0.1 | $483k | -11% | 20k | 24.03 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $481k | +3% | 3.6k | 132.37 |
|
| General Dynamics Corporation (GD) | 0.1 | $480k | 1.4k | 336.59 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $475k | 838.00 | 566.36 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $473k | 3.9k | 120.19 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $472k | -2% | 1.9k | 247.06 |
|
| Wells Fargo & Company (WFC) | 0.1 | $461k | -24% | 4.9k | 93.21 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.1 | $460k | +31% | 7.8k | 58.67 |
|
| American Tower Reit (AMT) | 0.1 | $460k | 2.6k | 175.60 |
|
|
| Deere & Company (DE) | 0.1 | $456k | -9% | 980.00 | 465.72 |
|
| EastGroup Properties (EGP) | 0.1 | $438k | 2.5k | 178.14 |
|
|
| Servicenow (NOW) | 0.1 | $438k | +477% | 2.9k | 153.19 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $438k | -5% | 9.2k | 47.42 |
|
| Dynex Cap (DX) | 0.1 | $435k | +13% | 31k | 14.01 |
|
| Cintas Corporation (CTAS) | 0.1 | $434k | 2.3k | 188.07 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $433k | +3% | 47k | 9.28 |
|
| Automatic Data Processing (ADP) | 0.1 | $433k | 1.7k | 257.29 |
|
|
| EQT Corporation (EQT) | 0.1 | $429k | 8.0k | 53.60 |
|
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $429k | +2% | 2.7k | 159.89 |
|
| Cummins (CMI) | 0.1 | $428k | -33% | 838.00 | 510.45 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $424k | 732.00 | 579.59 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $422k | -7% | 39k | 10.90 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $421k | -17% | 7.8k | 53.94 |
|
| Yum! Brands (YUM) | 0.1 | $414k | -4% | 2.7k | 151.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $411k | -5% | 1.1k | 373.44 |
|
| Emerson Electric (EMR) | 0.1 | $405k | -28% | 3.0k | 132.72 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $404k | 3.4k | 117.70 |
|
|
| Rockwell Automation (ROK) | 0.1 | $404k | -23% | 1.0k | 389.12 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $403k | 3.0k | 135.14 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $401k | -4% | 8.7k | 46.08 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $400k | -5% | 6.4k | 62.92 |
|
| ConocoPhillips (COP) | 0.1 | $397k | -2% | 4.2k | 93.61 |
|
| PennantPark Investment (PNNT) | 0.1 | $395k | 66k | 5.96 |
|
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.1 | $392k | NEW | 27k | 14.54 |
|
| Pinterest Cl A (PINS) | 0.1 | $391k | -24% | 15k | 25.89 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $389k | NEW | 8.2k | 47.35 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $385k | NEW | 16k | 24.76 |
|
| Stryker Corporation (SYK) | 0.1 | $378k | 1.1k | 351.39 |
|
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.1 | $378k | +87% | 7.0k | 53.86 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $375k | +2% | 5.6k | 66.88 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $373k | -6% | 11k | 33.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $373k | -19% | 1.1k | 349.99 |
|
| Blackrock (BLK) | 0.1 | $370k | -32% | 346.00 | 1068.67 |
|
| Vistra Energy (VST) | 0.1 | $369k | +4% | 2.3k | 161.35 |
|
| Universal Display Corporation (OLED) | 0.1 | $368k | -2% | 3.1k | 116.78 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $364k | +44% | 12k | 31.68 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $363k | 625.00 | 580.71 |
|
|
| Chubb (CB) | 0.1 | $361k | +6% | 1.2k | 311.94 |
|
| Realty Income (O) | 0.1 | $361k | -34% | 6.4k | 56.37 |
|
| Pimco High Income Com Shs (PHK) | 0.1 | $359k | 74k | 4.86 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $352k | 3.8k | 92.52 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- Founders Financial Alliance 2025 Q4 filed Feb. 12, 2026
- Founders Financial Alliance 2025 Q3 filed Nov. 7, 2025
- Founders Financial Alliance 2025 Q2 filed Aug. 12, 2025
- Founders Financial Alliance 2025 Q1 filed May 12, 2025
- Founders Financial Alliance 2024 Q4 filed Feb. 7, 2025
- Founders Financial Alliance 2024 Q3 filed Nov. 1, 2024
- Founders Financial Alliance 2024 Q2 filed Aug. 26, 2024
- 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