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, PULS, BIL, and represent 21.18% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: AVGO, CLMT, USFR, PULS, ACP, AMZN, BTI, BIL, CTAS, URI.
- Started 41 new stock positions in BKCH, RDVI, NKE, FNDE, VMBS, VTWO, FTSL, ZTS, SCHI, FDMO.
- Reduced shares in these 10 stocks: FBNC, Calumet Specialty Products Partners, L.P, V, PG, , GTO, SPY, , LLY, MRK.
- Sold out of its positions in Calumet Specialty Products Partners, L.P, First Trust/Aberdeen Global Opportunity, FSD, RSPT, PTMC, PRU, SPYD, SIRI, UCB, VLY. ESGV, VOD, WBD.
- Founders Financial Alliance was a net buyer of stock by $6.9M.
- Founders Financial Alliance has $359M in assets under management (AUM), dropping by 6.52%.
- Central Index Key (CIK): 0001832190
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Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 588 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Founders Financial Alliance has 588 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Founders Financial Alliance Sept. 30, 2024 positions
- Download the Founders Financial Alliance September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $30M | 128k | 233.00 |
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| NVIDIA Corporation (NVDA) | 4.9 | $18M | 145k | 121.44 |
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| Microsoft Corporation (MSFT) | 3.7 | $13M | 31k | 430.30 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.2 | $7.8M | +8% | 157k | 49.78 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.1 | $7.5M | +4% | 82k | 91.81 |
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| Select Sector Spdr Tr Energy (XLE) | 2.0 | $7.3M | -2% | 83k | 87.80 |
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| Duke Energy Corp Com New (DUK) | 1.8 | $6.5M | 57k | 115.30 |
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| Amazon (AMZN) | 1.8 | $6.3M | +7% | 34k | 186.33 |
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| First Ban (FBNC) | 1.5 | $5.4M | -20% | 130k | 41.59 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 1.4 | $5.0M | 98k | 51.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $5.0M | -5% | 8.7k | 573.77 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.3 | $4.7M | -2% | 87k | 54.68 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $4.7M | -3% | 22k | 210.86 |
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| Broadcom (AVGO) | 1.2 | $4.4M | +894% | 25k | 172.50 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $4.3M | +3% | 84k | 50.74 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $4.1M | 50k | 83.21 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $4.1M | -3% | 11k | 375.38 |
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| Abbvie (ABBV) | 1.1 | $3.8M | 20k | 197.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.7M | +3% | 22k | 165.85 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $3.5M | 8.3k | 423.14 |
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| Altria (MO) | 0.9 | $3.4M | +6% | 66k | 51.04 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $3.3M | 26k | 128.20 |
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| Lowe's Companies (LOW) | 0.9 | $3.2M | 12k | 270.86 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $3.2M | +4% | 70k | 45.51 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.0M | 19k | 162.06 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.9M | 25k | 117.22 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.7M | 14k | 189.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.7M | +3% | 5.8k | 460.26 |
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| Philip Morris International (PM) | 0.7 | $2.6M | 21k | 121.40 |
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| Chevron Corporation (CVX) | 0.7 | $2.5M | 17k | 147.27 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $2.4M | 47k | 51.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.2M | 3.9k | 576.81 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $2.2M | 54k | 41.19 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.6 | $2.1M | 57k | 36.49 |
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| Home Depot (HD) | 0.6 | $2.0M | -3% | 5.0k | 405.22 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $2.0M | 29k | 70.06 |
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| Honeywell International (HON) | 0.5 | $1.9M | 9.2k | 206.72 |
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| At&t (T) | 0.5 | $1.9M | -5% | 86k | 22.00 |
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| Procter & Gamble Company (PG) | 0.5 | $1.9M | -14% | 11k | 173.20 |
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| Nextera Energy (NEE) | 0.5 | $1.9M | 22k | 84.53 |
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| Eaton Corp SHS (ETN) | 0.5 | $1.8M | +2% | 5.4k | 331.42 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.5 | $1.8M | +3% | 47k | 37.96 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.5 | $1.8M | +11% | 112k | 15.76 |
|
| International Business Machines (IBM) | 0.5 | $1.8M | 7.9k | 221.09 |
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| Merck & Co (MRK) | 0.5 | $1.7M | -10% | 15k | 113.56 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | -11% | 1.9k | 885.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.6M | 7.9k | 198.06 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $1.6M | -10% | 20k | 78.56 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.5M | +82% | 31k | 50.22 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.5M | -2% | 2.7k | 572.36 |
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| Pepsi (PEP) | 0.4 | $1.5M | 9.0k | 170.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.5M | +2% | 3.9k | 383.94 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | 5.0k | 304.49 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.5M | 9.1k | 164.08 |
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| Coca-Cola Company (KO) | 0.4 | $1.5M | +2% | 21k | 71.86 |
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| Agnc Invt Corp Com reit (AGNC) | 0.4 | $1.4M | +17% | 138k | 10.46 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $1.4M | +4% | 27k | 52.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.4M | 2.7k | 527.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | -5% | 2.8k | 488.10 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.3M | +3% | 16k | 80.75 |
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| Rbc Cad (RY) | 0.4 | $1.3M | 11k | 124.73 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.3M | 15k | 84.53 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $1.3M | -2% | 25k | 49.92 |
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| Cisco Systems (CSCO) | 0.4 | $1.3M | 24k | 53.22 |
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| Bank of America Corporation (BAC) | 0.3 | $1.2M | 32k | 39.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | -5% | 7.4k | 167.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.2M | 5.5k | 225.76 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 10k | 121.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.2M | 7.0k | 174.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.2M | -3% | 5.1k | 237.22 |
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| Target Corporation (TGT) | 0.3 | $1.2M | -4% | 7.7k | 155.86 |
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| Caterpillar (CAT) | 0.3 | $1.2M | -7% | 3.0k | 391.18 |
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| Truist Financial Corp equities (TFC) | 0.3 | $1.2M | -2% | 27k | 42.77 |
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| Cvr Partners (UAN) | 0.3 | $1.2M | +2% | 17k | 67.13 |
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| Iron Mountain (IRM) | 0.3 | $1.1M | 9.5k | 118.83 |
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| Verizon Communications (VZ) | 0.3 | $1.1M | -2% | 25k | 44.91 |
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| Rollins (ROL) | 0.3 | $1.1M | -7% | 22k | 50.58 |
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| Portman Ridge Fin Corp Com New (PTMN) | 0.3 | $1.1M | +17% | 59k | 18.55 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.1M | -6% | 24k | 45.32 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | 1.2k | 886.85 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.1M | -3% | 9.5k | 112.98 |
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| CVS Caremark Corporation (CVS) | 0.3 | $1.1M | -2% | 17k | 62.88 |
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| Marriott Intl Cl A (MAR) | 0.3 | $1.1M | 4.3k | 248.63 |
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| Orchid Is Cap Com New (ORC) | 0.3 | $1.1M | +18% | 128k | 8.22 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.0M | -8% | 10k | 97.49 |
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| Oxford Lane Cap Corp (OXLC) | 0.3 | $994k | +20% | 190k | 5.24 |
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| Wp Carey (WPC) | 0.3 | $972k | 16k | 62.30 |
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| American Electric Power Company (AEP) | 0.3 | $965k | 9.4k | 102.60 |
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| Qualcomm (QCOM) | 0.3 | $936k | 5.5k | 170.07 |
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| Calumet (CLMT) | 0.3 | $903k | NEW | 51k | 17.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $893k | +2% | 5.1k | 173.68 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.2 | $878k | -3% | 14k | 63.72 |
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| Dominion Resources (D) | 0.2 | $873k | +3% | 15k | 57.79 |
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| Oracle Corporation (ORCL) | 0.2 | $871k | 5.1k | 170.39 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $835k | -25% | 17k | 48.30 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $834k | 4.8k | 174.05 |
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| Waste Management (WM) | 0.2 | $824k | 4.0k | 207.58 |
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| Amgen (AMGN) | 0.2 | $820k | 2.5k | 322.25 |
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| Pfizer (PFE) | 0.2 | $817k | 28k | 28.94 |
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| Oneok (OKE) | 0.2 | $816k | 9.0k | 91.13 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $762k | +3% | 1.5k | 517.78 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $751k | +5% | 30k | 24.69 |
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| Aon Shs Cl A (AON) | 0.2 | $746k | 2.2k | 346.03 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $745k | +5% | 41k | 18.04 |
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| PNC Financial Services (PNC) | 0.2 | $734k | 4.0k | 184.86 |
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| United Parcel Service CL B (UPS) | 0.2 | $716k | +3% | 5.3k | 136.35 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $700k | 8.4k | 83.15 |
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| Walt Disney Company (DIS) | 0.2 | $695k | 7.2k | 96.19 |
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| American Express Company (AXP) | 0.2 | $695k | +2% | 2.6k | 271.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $693k | +2% | 13k | 52.81 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $691k | +9% | 1.2k | 584.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $670k | +31% | 3.7k | 179.14 |
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| Visa Com Cl A (V) | 0.2 | $657k | -47% | 2.4k | 274.96 |
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| Ge Aerospace Com New (GE) | 0.2 | $655k | -5% | 3.5k | 188.57 |
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| BP Sponsored Adr (BP) | 0.2 | $653k | -3% | 21k | 31.39 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $646k | 23k | 28.41 |
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| Universal Display Corporation (OLED) | 0.2 | $640k | 3.1k | 209.90 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $629k | +8% | 15k | 41.50 |
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| American Tower Reit (AMT) | 0.2 | $610k | 2.6k | 232.52 |
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| Union Pacific Corporation (UNP) | 0.2 | $610k | 2.5k | 246.47 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $605k | 1.0k | 586.24 |
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| Ares Capital Corporation (ARCC) | 0.2 | $589k | 28k | 20.94 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $583k | +10% | 44k | 13.39 |
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| Rithm Capital Corp Com New (RITM) | 0.2 | $578k | 51k | 11.35 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $575k | 7.4k | 78.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $573k | 2.4k | 243.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $570k | 9.1k | 62.32 |
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| Newtekone Com New (NEWT) | 0.2 | $569k | 46k | 12.46 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $564k | +2% | 29k | 19.64 |
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| Linde SHS (LIN) | 0.2 | $557k | 1.2k | 476.74 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $557k | 19k | 30.15 |
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| Global X Fds S&p 500 Risk (XRMI) | 0.2 | $557k | +18% | 29k | 18.99 |
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| UnitedHealth (UNH) | 0.2 | $553k | +4% | 945.00 | 584.87 |
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| Curtiss-Wright (CW) | 0.2 | $552k | 1.7k | 328.69 |
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| Aberdeen Income Cred Strat (ACP) | 0.2 | $549k | NEW | 83k | 6.62 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $549k | +4% | 4.1k | 135.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $539k | -2% | 4.6k | 116.97 |
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| WesBan (WSBC) | 0.1 | $535k | 18k | 29.78 |
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| Enbridge (ENB) | 0.1 | $534k | +10% | 13k | 40.61 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $533k | 10k | 51.54 |
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| Realty Income (O) | 0.1 | $532k | +3% | 8.4k | 63.42 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $527k | 2.6k | 206.57 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $522k | +6% | 5.9k | 88.14 |
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| Abbott Laboratories (ABT) | 0.1 | $519k | 4.6k | 114.01 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $513k | -8% | 1.6k | 314.39 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $509k | 4.6k | 109.92 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $501k | +12% | 36k | 13.76 |
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| Williams Companies (WMB) | 0.1 | $495k | 11k | 45.65 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $493k | 3.0k | 165.33 |
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| Yum! Brands (YUM) | 0.1 | $481k | 3.4k | 139.72 |
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| Illinois Tool Works (ITW) | 0.1 | $479k | 1.8k | 262.08 |
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| Carrier Global Corporation (CARR) | 0.1 | $476k | -10% | 5.9k | 80.48 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $462k | +30% | 2.9k | 157.35 |
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| EastGroup Properties (EGP) | 0.1 | $460k | 2.5k | 186.82 |
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| Kinder Morgan (KMI) | 0.1 | $454k | -5% | 21k | 22.09 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $450k | 3.6k | 125.45 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $447k | 2.1k | 211.83 |
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| Goldman Sachs (GS) | 0.1 | $437k | 883.00 | 494.98 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $437k | 13k | 34.79 |
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| ConocoPhillips (COP) | 0.1 | $436k | 4.1k | 105.27 |
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| Bristol Myers Squibb (BMY) | 0.1 | $436k | 8.4k | 51.74 |
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| United Ban (UBCP) | 0.1 | $433k | -12% | 33k | 13.13 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $433k | -10% | 11k | 39.82 |
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| Cummins (CMI) | 0.1 | $433k | -2% | 1.3k | 323.79 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $431k | -2% | 7.5k | 57.41 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $430k | +33% | 5.4k | 79.14 |
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| Shell Spon Ads (SHEL) | 0.1 | $429k | -2% | 6.5k | 65.95 |
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| Emerson Electric (EMR) | 0.1 | $428k | 3.9k | 109.37 |
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| Applied Materials (AMAT) | 0.1 | $428k | 2.1k | 202.07 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $428k | 6.3k | 67.51 |
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| Tesla Motors (TSLA) | 0.1 | $424k | 1.6k | 261.63 |
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| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $423k | 13k | 33.43 |
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| Automatic Data Processing (ADP) | 0.1 | $421k | 1.5k | 276.72 |
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| Intuit (INTU) | 0.1 | $420k | 676.00 | 620.73 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $417k | +3% | 5.0k | 82.94 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $414k | +51% | 1.5k | 280.47 |
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| TJX Companies (TJX) | 0.1 | $409k | 3.5k | 117.54 |
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| CSX Corporation (CSX) | 0.1 | $409k | 12k | 34.53 |
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| Global X Fds Superdividend (SDIV) | 0.1 | $409k | +14% | 17k | 23.54 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $405k | +6% | 4.4k | 91.31 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $403k | -18% | 3.2k | 126.18 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $398k | 3.5k | 112.94 |
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| Kemper Corp Del (KMPR) | 0.1 | $397k | 6.5k | 61.25 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $396k | +3% | 2.3k | 174.52 |
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| Wells Fargo & Company (WFC) | 0.1 | $388k | -6% | 6.9k | 56.49 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $387k | 8.5k | 45.49 |
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| CF Industries Holdings (CF) | 0.1 | $386k | -10% | 4.5k | 85.80 |
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| Boeing Company (BA) | 0.1 | $383k | +6% | 2.5k | 152.02 |
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| Citigroup Com New (C) | 0.1 | $383k | 6.1k | 62.60 |
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| PennantPark Investment (PNNT) | 0.1 | $380k | +14% | 54k | 6.99 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $378k | 1.7k | 220.09 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $376k | 2.8k | 135.07 |
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| S&p Global (SPGI) | 0.1 | $375k | -26% | 726.00 | 516.67 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $374k | +2% | 708.00 | 528.38 |
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| Cintas Corporation (CTAS) | 0.1 | $373k | +300% | 1.8k | 205.88 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $369k | +4% | 11k | 33.25 |
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| Peabody Energy (BTU) | 0.1 | $369k | 14k | 26.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $365k | -5% | 1.4k | 263.84 |
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| BlackRock (BLK) | 0.1 | $360k | -20% | 379.00 | 949.18 |
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| F.N.B. Corporation (FNB) | 0.1 | $356k | 25k | 14.11 |
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| LSB Industries (LXU) | 0.1 | $355k | 44k | 8.04 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $350k | 6.0k | 58.27 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $343k | NEW | 9.4k | 36.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $343k | 970.00 | 353.61 |
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| Blackrock Health Sciences Trust (BME) | 0.1 | $341k | 8.1k | 41.93 |
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| Snap-on Incorporated (SNA) | 0.1 | $338k | 1.2k | 289.77 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $333k | 2.5k | 131.52 |
|
|
| Armstrong World Industries (AWI) | 0.1 | $333k | +3% | 2.5k | 131.43 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $325k | -4% | 28k | 11.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $324k | 657.00 | 493.64 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $316k | 5.3k | 59.21 |
|
|
| Pimco High Income Com Shs (PHK) | 0.1 | $313k | +20% | 63k | 5.00 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $311k | 2.0k | 154.06 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $307k | +4% | 9.5k | 32.37 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $304k | -3% | 2.8k | 109.65 |
|
| Monster Beverage Corp (MNST) | 0.1 | $300k | -3% | 5.7k | 52.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $297k | +2% | 6.2k | 47.85 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $296k | 2.6k | 115.03 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $296k | -2% | 5.7k | 52.07 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $295k | 477.00 | 618.84 |
|
|
| Nucor Corporation (NUE) | 0.1 | $294k | -2% | 2.0k | 150.34 |
|
| EQT Corporation (EQT) | 0.1 | $290k | 7.9k | 36.64 |
|
|
| Netflix (NFLX) | 0.1 | $287k | +7% | 404.00 | 709.27 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $284k | 3.1k | 90.39 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $284k | 19k | 14.70 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $283k | 2.8k | 101.27 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $279k | -18% | 6.7k | 41.77 |
|
| Air Products & Chemicals (APD) | 0.1 | $278k | 932.00 | 297.70 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $277k | 2.7k | 103.83 |
|
|
| Global X Fds Dow 30 Covered C (DJIA) | 0.1 | $275k | +10% | 12k | 23.03 |
|
| Intel Corporation (INTC) | 0.1 | $274k | -3% | 12k | 23.46 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $274k | +9% | 3.6k | 76.88 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $271k | 2.2k | 125.63 |
|
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $269k | 2.9k | 93.05 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $268k | +56% | 1.5k | 179.30 |
|
| Discover Financial Services (DFS) | 0.1 | $267k | 1.9k | 140.29 |
|
|
| Olin Corp Com Par $1 (OLN) | 0.1 | $266k | 5.5k | 47.98 |
|
|
| Anthem (ELV) | 0.1 | $266k | 511.00 | 520.43 |
|
|
| Paychex (PAYX) | 0.1 | $263k | 2.0k | 134.16 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $261k | 4.4k | 59.23 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $261k | -12% | 5.2k | 49.70 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $261k | 2.9k | 90.81 |
|
|
| Dynex Cap (DX) | 0.1 | $258k | +24% | 20k | 12.76 |
|
| Republic Services (RSG) | 0.1 | $256k | 1.3k | 200.78 |
|
|
| Ishares Tr Global Mater Etf (MXI) | 0.1 | $256k | 2.7k | 93.24 |
|
|
| Chubb (CB) | 0.1 | $254k | -9% | 880.00 | 288.28 |
|
| Enterprise Products Partners (EPD) | 0.1 | $253k | 8.7k | 29.11 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $249k | 1.6k | 151.59 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $247k | 3.7k | 66.52 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $247k | 6.0k | 40.88 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- 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
- Founders Financial Alliance 2020 Q4 filed Feb. 4, 2021