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, PULS, and represent 22.20% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: AMZN, JPM, SCHD, WMT, VOE, VOT, RSP, GOOGL, VOO, GS.
- Started 16 new stock positions in KR, ROK, ISTB, EPS, RSPS, HAL, BLK, USB, VONG, LUNA. MS, COF, PLTR, ORLY, CMG, EWS.
- Reduced shares in these 10 stocks: XLE, AVGO, JPST, HTGC, , NVDA, , CVS, OLN, ELV.
- Sold out of its positions in ELV, BlackRock, BME, DHR, DOW, AMZA, PFFA, GDV, GIS, HTGC.
- Founders Financial Alliance was a net buyer of stock by $3.1M.
- Founders Financial Alliance has $364M in assets under management (AUM), dropping by 1.26%.
- Central Index Key (CIK): 0001832190
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Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 576 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Founders Financial Alliance has 576 total positions. Only the first 250 positions are shown.
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- Download the Founders Financial Alliance December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.9 | $32M | 129k | 250.42 |
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| NVIDIA Corporation (NVDA) | 5.2 | $19M | 142k | 134.29 |
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| Microsoft Corporation (MSFT) | 3.6 | $13M | 31k | 421.51 |
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| Amazon (AMZN) | 2.3 | $8.5M | +14% | 39k | 219.39 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.1 | $7.7M | 155k | 49.55 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $7.4M | 81k | 91.43 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $6.3M | +18% | 26k | 239.71 |
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| Select Sector Spdr Tr Energy (XLE) | 1.7 | $6.3M | -11% | 73k | 85.66 |
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| Duke Energy Corp Com New (DUK) | 1.6 | $5.8M | -4% | 54k | 107.74 |
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| First Ban (FBNC) | 1.5 | $5.5M | -3% | 126k | 43.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $5.1M | 8.7k | 586.06 |
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| Broadcom (AVGO) | 1.4 | $5.1M | -12% | 22k | 231.84 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 1.4 | $5.0M | 98k | 51.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.8M | +14% | 26k | 189.30 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.3 | $4.6M | -3% | 83k | 54.69 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $4.3M | +7% | 54k | 80.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $4.3M | -2% | 11k | 401.56 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $3.6M | 8.4k | 425.52 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $3.5M | -16% | 70k | 50.37 |
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| Altria (MO) | 1.0 | $3.5M | 67k | 52.29 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.0 | $3.5M | +11% | 78k | 44.92 |
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| Abbvie (ABBV) | 0.9 | $3.2M | -7% | 18k | 177.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $3.2M | -2% | 25k | 127.59 |
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| Lowe's Companies (LOW) | 0.8 | $3.0M | +2% | 12k | 246.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.8M | +5% | 6.1k | 453.28 |
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| Chevron Corporation (CVX) | 0.7 | $2.7M | +11% | 19k | 144.84 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.7M | 25k | 107.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.6M | 14k | 185.13 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.6M | -3% | 18k | 144.62 |
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| Philip Morris International (PM) | 0.7 | $2.6M | 21k | 120.35 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $2.5M | +4% | 49k | 50.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $2.5M | +9% | 4.2k | 588.70 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.3M | +52% | 25k | 90.35 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $2.2M | 54k | 40.48 |
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| Honeywell International (HON) | 0.6 | $2.1M | 9.2k | 225.90 |
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| Home Depot (HD) | 0.6 | $2.1M | +4% | 5.3k | 388.99 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $2.0M | 28k | 71.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.0M | +36% | 3.6k | 538.87 |
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| At&t (T) | 0.5 | $1.9M | -4% | 82k | 22.77 |
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| Procter & Gamble Company (PG) | 0.5 | $1.9M | 11k | 167.64 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.5 | $1.8M | -5% | 54k | 33.74 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.5 | $1.8M | 47k | 38.39 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.8M | 5.4k | 331.89 |
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| McDonald's Corporation (MCD) | 0.5 | $1.8M | +21% | 6.1k | 289.91 |
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| International Business Machines (IBM) | 0.5 | $1.8M | 8.0k | 219.82 |
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| Meta Platforms Cl A (META) | 0.5 | $1.6M | +4% | 2.8k | 585.48 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.4 | $1.6M | -5% | 106k | 15.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.6M | +3% | 8.2k | 195.83 |
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| Nextera Energy (NEE) | 0.4 | $1.6M | 22k | 71.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.6M | 3.9k | 410.45 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $1.6M | 20k | 77.79 |
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| Merck & Co (MRK) | 0.4 | $1.5M | 15k | 99.48 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $1.5M | +7% | 29k | 51.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 7.4k | 190.44 |
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| Cisco Systems (CSCO) | 0.4 | $1.4M | 24k | 59.20 |
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| Bank of America Corporation (BAC) | 0.4 | $1.4M | 32k | 43.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | -3% | 2.7k | 511.20 |
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| Pepsi (PEP) | 0.4 | $1.4M | 9.0k | 152.07 |
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| Cvr Partners (UAN) | 0.4 | $1.3M | 17k | 75.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.3M | +100% | 7.5k | 175.24 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.3M | -15% | 26k | 50.32 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | 21k | 62.26 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.3M | 5.5k | 232.52 |
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| Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.3M | 137k | 9.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.2M | +192% | 45k | 27.32 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | -16% | 1.6k | 772.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.2M | 5.1k | 240.27 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.2M | 4.3k | 278.91 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 10k | 115.72 |
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| Truist Financial Corp equities (TFC) | 0.3 | $1.2M | 27k | 43.38 |
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| Calumet (CLMT) | 0.3 | $1.2M | +4% | 53k | 22.02 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | -2% | 6.8k | 169.31 |
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| Rbc Cad (RY) | 0.3 | $1.2M | -8% | 9.6k | 120.51 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.1M | -5% | 23k | 48.33 |
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| Caterpillar (CAT) | 0.3 | $1.1M | 3.0k | 362.71 |
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| Orchid Is Cap Com New (ORC) | 0.3 | $1.1M | +9% | 140k | 7.78 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.1M | 9.0k | 120.79 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.0M | 5.2k | 197.48 |
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| Oxford Lane Cap Corp (OXLC) | 0.3 | $1.0M | +6% | 202k | 5.07 |
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| Portman Ridge Fin Corp Com New (PTMN) | 0.3 | $1.0M | +6% | 62k | 16.34 |
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| Target Corporation (TGT) | 0.3 | $1.0M | -2% | 7.5k | 135.18 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.0M | 9.5k | 106.84 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1000k | -10% | 1.1k | 916.24 |
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| Goldman Sachs (GS) | 0.3 | $989k | +95% | 1.7k | 572.76 |
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| Waste Management (WM) | 0.3 | $971k | +21% | 4.8k | 201.77 |
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| Starbucks Corporation (SBUX) | 0.3 | $970k | +2% | 11k | 91.25 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $954k | 25k | 38.08 |
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| Rollins (ROL) | 0.3 | $949k | -4% | 21k | 46.35 |
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| Iron Mountain (IRM) | 0.3 | $947k | -5% | 9.0k | 105.11 |
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| Verizon Communications (VZ) | 0.3 | $919k | -7% | 23k | 39.99 |
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| American Electric Power Company (AEP) | 0.3 | $914k | +5% | 9.9k | 92.23 |
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| Oneok (OKE) | 0.2 | $901k | 9.0k | 100.40 |
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| Oracle Corporation (ORCL) | 0.2 | $859k | 5.2k | 166.65 |
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| Qualcomm (QCOM) | 0.2 | $847k | 5.5k | 153.63 |
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| Visa Com Cl A (V) | 0.2 | $834k | +10% | 2.6k | 316.04 |
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| Walt Disney Company (DIS) | 0.2 | $821k | 7.4k | 111.36 |
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| Dominion Resources (D) | 0.2 | $817k | 15k | 53.86 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $813k | +60% | 2.4k | 342.16 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $802k | 17k | 46.40 |
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| American Express Company (AXP) | 0.2 | $792k | +4% | 2.7k | 296.77 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $784k | 4.8k | 163.41 |
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| Aon Shs Cl A (AON) | 0.2 | $777k | 2.2k | 359.23 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $755k | +967% | 4.7k | 161.78 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $751k | +2% | 31k | 24.05 |
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| PNC Financial Services (PNC) | 0.2 | $748k | -2% | 3.9k | 192.83 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $736k | -2% | 40k | 18.22 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $733k | +81% | 3.1k | 235.30 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.2 | $728k | -6% | 13k | 56.75 |
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| Pfizer (PFE) | 0.2 | $727k | -2% | 27k | 26.53 |
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| Wp Carey (WPC) | 0.2 | $726k | -14% | 13k | 54.48 |
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| Tesla Motors (TSLA) | 0.2 | $724k | +10% | 1.8k | 403.84 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $691k | 8.4k | 81.98 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $684k | +7% | 16k | 41.90 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $682k | +4783% | 2.7k | 253.78 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $657k | 1.5k | 444.68 |
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| United Parcel Service CL B (UPS) | 0.2 | $647k | -2% | 5.1k | 126.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $643k | 1.0k | 622.07 |
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| Global X Fds S&p 500 Risk (XRMI) | 0.2 | $639k | +12% | 33k | 19.30 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $630k | +9% | 1.3k | 486.13 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $618k | 13k | 47.82 |
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| Ares Capital Corporation (ARCC) | 0.2 | $606k | 28k | 21.89 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $599k | 23k | 26.33 |
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| Curtiss-Wright (CW) | 0.2 | $597k | 1.7k | 354.87 |
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| Ge Aerospace Com New (GE) | 0.2 | $596k | +2% | 3.6k | 166.80 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $591k | +10% | 48k | 12.26 |
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| Williams Companies (WMB) | 0.2 | $589k | 11k | 54.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $579k | 9.3k | 62.31 |
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| Union Pacific Corporation (UNP) | 0.2 | $570k | 2.5k | 228.08 |
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| Kinder Morgan (KMI) | 0.2 | $568k | 21k | 27.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $566k | 2.3k | 242.13 |
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| Enbridge (ENB) | 0.2 | $559k | 13k | 42.43 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $552k | 4.7k | 118.07 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $545k | +23% | 6.2k | 87.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $541k | 4.7k | 115.23 |
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| Rithm Capital Corp Com New (RITM) | 0.1 | $541k | 50k | 10.83 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $539k | 19k | 29.22 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $533k | 4.0k | 131.74 |
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| Aberdeen Income Cred Strat (ACP) | 0.1 | $531k | +7% | 89k | 5.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $526k | 1.6k | 322.16 |
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| Abbott Laboratories (ABT) | 0.1 | $521k | 4.6k | 113.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $517k | 7.4k | 70.28 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $515k | 2.1k | 243.17 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $513k | +5% | 3.1k | 165.84 |
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| Linde SHS (LIN) | 0.1 | $493k | 1.2k | 418.59 |
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| Emerson Electric (EMR) | 0.1 | $488k | 3.9k | 123.94 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $487k | -4% | 9.9k | 49.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $487k | 6.9k | 70.24 |
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| UnitedHealth (UNH) | 0.1 | $484k | 956.00 | 506.10 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $477k | 3.0k | 157.97 |
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| United Ban (UBCP) | 0.1 | $476k | +11% | 37k | 13.00 |
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| Bristol Myers Squibb (BMY) | 0.1 | $474k | 8.4k | 56.56 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $469k | -10% | 5.3k | 88.39 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $467k | 13k | 37.17 |
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| Cummins (CMI) | 0.1 | $466k | 1.3k | 348.52 |
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| Illinois Tool Works (ITW) | 0.1 | $464k | 1.8k | 253.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $461k | -3% | 2.5k | 187.49 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $458k | +4% | 6.6k | 68.94 |
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| CVS Caremark Corporation (CVS) | 0.1 | $458k | -40% | 10k | 44.89 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $454k | +3% | 38k | 12.10 |
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| Yum! Brands (YUM) | 0.1 | $454k | 3.4k | 134.17 |
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| ConocoPhillips (COP) | 0.1 | $451k | +9% | 4.5k | 99.17 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $448k | 3.6k | 124.96 |
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| Universal Display Corporation (OLED) | 0.1 | $446k | 3.1k | 146.20 |
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| Automatic Data Processing (ADP) | 0.1 | $446k | 1.5k | 292.70 |
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| BP Sponsored Adr (BP) | 0.1 | $442k | -28% | 15k | 29.56 |
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| American Tower Reit (AMT) | 0.1 | $440k | -8% | 2.4k | 183.43 |
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| Intuit (INTU) | 0.1 | $434k | +2% | 690.00 | 628.51 |
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| Kemper Corp Del (KMPR) | 0.1 | $432k | 6.5k | 66.44 |
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| Citigroup Com New (C) | 0.1 | $431k | 6.1k | 70.39 |
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| TJX Companies (TJX) | 0.1 | $430k | +2% | 3.6k | 120.82 |
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| Netflix (NFLX) | 0.1 | $424k | +17% | 476.00 | 891.32 |
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| Realty Income (O) | 0.1 | $423k | -5% | 7.9k | 53.41 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $422k | 5.5k | 76.46 |
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| PennantPark Investment (PNNT) | 0.1 | $415k | +8% | 59k | 7.08 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $412k | 3.2k | 128.82 |
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| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $410k | 13k | 32.77 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $406k | 3.5k | 115.18 |
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| Carrier Global Corporation (CARR) | 0.1 | $405k | 5.9k | 68.26 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $403k | +2% | 7.7k | 52.22 |
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| Amgen (AMGN) | 0.1 | $400k | -39% | 1.5k | 260.65 |
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| EastGroup Properties (EGP) | 0.1 | $395k | 2.5k | 160.49 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $395k | -5% | 2.1k | 184.90 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $394k | +18% | 840.00 | 469.12 |
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| Blackrock (BLK) | 0.1 | $384k | NEW | 375.00 | 1024.63 |
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| CSX Corporation (CSX) | 0.1 | $384k | 12k | 32.27 |
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| Global X Fds Superdividend (SDIV) | 0.1 | $378k | +5% | 18k | 20.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $375k | +2% | 1.4k | 264.05 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $374k | 8.6k | 43.64 |
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| F.N.B. Corporation (FNB) | 0.1 | $374k | 25k | 14.78 |
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| Newtekone Com New (NEWT) | 0.1 | $373k | -35% | 29k | 12.77 |
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| S&p Global (SPGI) | 0.1 | $369k | +2% | 742.00 | 497.87 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $369k | 11k | 33.27 |
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| EQT Corporation (EQT) | 0.1 | $369k | 8.0k | 46.11 |
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| WesBan (WSBC) | 0.1 | $365k | -37% | 11k | 32.54 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $364k | +1767% | 7.3k | 49.96 |
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| Boeing Company (BA) | 0.1 | $363k | -18% | 2.0k | 177.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $358k | -9% | 4.0k | 88.79 |
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| Armstrong World Industries (AWI) | 0.1 | $358k | 2.5k | 141.33 |
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| Monster Beverage Corp (MNST) | 0.1 | $357k | +18% | 6.8k | 52.56 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $356k | +2% | 676.00 | 526.70 |
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| Snap-on Incorporated (SNA) | 0.1 | $356k | -10% | 1.0k | 339.56 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $355k | 6.0k | 59.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $350k | +2% | 995.00 | 351.64 |
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| CF Industries Holdings (CF) | 0.1 | $350k | -8% | 4.1k | 85.32 |
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| Applied Materials (AMAT) | 0.1 | $349k | 2.1k | 162.62 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $346k | 9.5k | 36.32 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $336k | 1.8k | 182.74 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $335k | 2.5k | 132.37 |
|
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $331k | 28k | 11.94 |
|
|
| Discover Financial Services (DFS) | 0.1 | $330k | 1.9k | 173.26 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $317k | 5.4k | 59.14 |
|
|
| Pimco High Income Com Shs (PHK) | 0.1 | $315k | +3% | 65k | 4.86 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $304k | -3% | 19k | 16.27 |
|
| Deere & Company (DE) | 0.1 | $303k | +41% | 716.00 | 423.55 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $303k | -7% | 2.6k | 117.53 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $301k | -18% | 8.9k | 33.91 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $300k | +18% | 2.2k | 138.28 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $299k | 3.1k | 96.83 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $292k | +5% | 10k | 29.00 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $288k | 3.6k | 81.03 |
|
|
| Ge Vernova (GEV) | 0.1 | $288k | +2% | 875.00 | 328.93 |
|
| Cantaloupe (CTLP) | 0.1 | $285k | 30k | 9.51 |
|
|
| Peabody Energy (BTU) | 0.1 | $283k | -2% | 14k | 20.94 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $280k | 4.4k | 63.45 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $278k | 2.2k | 128.61 |
|
|
| Global X Fds Dow 30 Covered C (DJIA) | 0.1 | $278k | +3% | 12k | 22.42 |
|
| Paychex (PAYX) | 0.1 | $275k | 2.0k | 140.21 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $273k | 2.0k | 137.56 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $272k | 939.00 | 290.10 |
|
|
| LSB Industries (LXU) | 0.1 | $271k | -19% | 36k | 7.59 |
|
| Dynex Cap (DX) | 0.1 | $268k | +4% | 21k | 12.65 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $268k | 2.9k | 92.74 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $267k | 1.5k | 178.08 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $266k | NEW | 4.4k | 60.30 |
|
| Insulet Corporation (PODD) | 0.1 | $264k | 1.0k | 261.07 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $262k | 1.6k | 159.52 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $259k | -4% | 2.7k | 96.92 |
|
| Republic Services (RSG) | 0.1 | $259k | 1.3k | 201.21 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $255k | -6% | 5.8k | 44.04 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $254k | 6.8k | 37.53 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $252k | 2.9k | 87.81 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $252k | +198% | 11k | 22.70 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $250k | 481.00 | 520.56 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $250k | NEW | 211.00 | 1185.80 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $250k | +39% | 22k | 11.28 |
|
| Cion Invt Corp (CION) | 0.1 | $248k | +5% | 22k | 11.40 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $247k | 5.7k | 43.50 |
|
|
| Chubb (CB) | 0.1 | $246k | 891.00 | 276.25 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $245k | 2.7k | 90.90 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $243k | 427.00 | 569.31 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- 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
- 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