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, IVV, and represent 18.71% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: TCAF (+$5.4M), JGRO (+$5.4M), CGDG (+$5.2M), CGGR, DGRW, FESM, FMDE, FCNCA, IVV, NVDA.
- Started 182 new stock positions in ARTY, GLOV, AFMC, IDNA, FNY, BMNR, HYHG, BUG, BAC.PL, PSCH.
- Reduced shares in these 10 stocks: SPSM, RSP, BIL, OXLC, SHY, XLE, IWF, , DGRS, XLF.
- Sold out of its positions in Chargepoint Holdings Inc Com Cl A, EXEL, GDDY, JKHY, HUBS, MPW, NTRA, OXLC, PTLC, TTD. TWLO, WDAY, RNR.
- Founders Financial Alliance was a net buyer of stock by $59M.
- Founders Financial Alliance has $531M in assets under management (AUM), dropping by 20.72%.
- Central Index Key (CIK): 0001832190
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Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 713 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Founders Financial Alliance has 713 total positions. Only the first 250 positions are shown.
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- Download the Founders Financial Alliance September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.2 | $33M | 128k | 254.63 |
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| NVIDIA Corporation (NVDA) | 5.5 | $29M | +3% | 158k | 186.58 |
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| Microsoft Corporation (MSFT) | 3.3 | $18M | 34k | 517.96 |
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| Amazon (AMZN) | 1.9 | $10M | +2% | 46k | 219.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $9.6M | +28% | 14k | 669.33 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $8.9M | 28k | 315.44 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.7 | $8.9M | 178k | 49.83 |
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| Broadcom (AVGO) | 1.5 | $8.0M | -2% | 24k | 329.90 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.5 | $7.8M | +68% | 88k | 88.96 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $7.1M | +2% | 57k | 123.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $7.1M | 11k | 666.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.8M | +5% | 28k | 243.10 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.2 | $6.5M | -14% | 71k | 91.75 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 1.2 | $6.4M | +10% | 130k | 49.67 |
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| First Ban (FBNC) | 1.2 | $6.4M | 121k | 52.89 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 1.1 | $5.7M | +1643% | 152k | 37.70 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $5.6M | +7% | 110k | 50.73 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.0 | $5.5M | +3541% | 59k | 93.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.4M | +2% | 9.1k | 600.34 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 1.0 | $5.2M | NEW | 151k | 34.65 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.0 | $5.1M | +1656% | 116k | 43.92 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.9 | $4.8M | -2% | 84k | 57.19 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $4.7M | 10k | 463.74 |
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| Altria (MO) | 0.9 | $4.6M | 70k | 66.06 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.9 | $4.6M | -5% | 92k | 49.98 |
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| Abbvie (ABBV) | 0.8 | $4.2M | 18k | 231.54 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $4.2M | -9% | 8.9k | 468.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.9M | +4% | 7.8k | 502.74 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.7 | $3.8M | +25% | 77k | 50.00 |
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| Philip Morris International (PM) | 0.7 | $3.5M | 22k | 162.20 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.5M | 19k | 185.42 |
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| Chevron Corporation (CVX) | 0.6 | $3.4M | 22k | 155.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.3M | 24k | 140.95 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | +3% | 28k | 112.75 |
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| Lowe's Companies (LOW) | 0.6 | $3.1M | +3% | 12k | 251.32 |
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| Wal-Mart Stores (WMT) | 0.6 | $3.0M | 29k | 103.06 |
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| Meta Platforms Cl A (META) | 0.6 | $3.0M | 4.1k | 734.42 |
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| Progressive Corporation (PGR) | 0.6 | $3.0M | -4% | 12k | 246.94 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $2.9M | -13% | 33k | 89.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.9M | +3% | 4.7k | 612.32 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $2.8M | 54k | 52.30 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.5 | $2.8M | 35k | 80.65 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.5 | $2.7M | NEW | 75k | 36.56 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $2.7M | +484% | 1.5k | 1789.69 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.5 | $2.6M | NEW | 73k | 36.15 |
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| McDonald's Corporation (MCD) | 0.5 | $2.5M | 8.3k | 303.90 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.4M | +5% | 6.5k | 374.26 |
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| International Business Machines (IBM) | 0.5 | $2.4M | +2% | 8.6k | 282.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.4M | -7% | 12k | 203.59 |
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| At&t (T) | 0.4 | $2.4M | 84k | 28.24 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.4 | $2.3M | +17% | 42k | 55.33 |
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| Home Depot (HD) | 0.4 | $2.3M | 5.7k | 405.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.3M | 4.7k | 479.62 |
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| Honeywell International (HON) | 0.4 | $2.2M | 11k | 210.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.1M | 9.6k | 215.80 |
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| RBB Us Trsry 6 Mnth (XBIL) | 0.4 | $2.1M | -3% | 41k | 50.20 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.1M | -11% | 38k | 53.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.1M | +3% | 4.2k | 490.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | 8.5k | 243.53 |
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| Goldman Sachs (GS) | 0.4 | $2.0M | +12% | 2.5k | 796.38 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $1.9M | +6% | 44k | 44.57 |
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| Oracle Corporation (ORCL) | 0.4 | $1.9M | +8% | 6.8k | 281.22 |
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| Tesla Motors (TSLA) | 0.4 | $1.9M | +13% | 4.2k | 444.72 |
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| Procter & Gamble Company (PG) | 0.4 | $1.9M | 12k | 153.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.9M | +15% | 6.6k | 279.29 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.9M | 11k | 167.33 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | 27k | 68.42 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.8M | +11% | 36k | 50.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.8M | 66k | 27.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.8M | +2% | 5.5k | 328.19 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.3 | $1.8M | 43k | 41.90 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.8M | -6% | 21k | 87.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.8M | 6.3k | 281.88 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $1.7M | +3% | 117k | 14.98 |
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| Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.7M | +11% | 172k | 9.79 |
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| Bank of America Corporation (BAC) | 0.3 | $1.7M | +2% | 32k | 51.59 |
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| Nextera Energy (NEE) | 0.3 | $1.6M | +12% | 22k | 75.49 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.3 | $1.6M | 39k | 39.62 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.6M | 9.6k | 161.79 |
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| Caterpillar (CAT) | 0.3 | $1.5M | -2% | 3.2k | 477.19 |
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| Netflix (NFLX) | 0.3 | $1.5M | +12% | 1.2k | 1198.92 |
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| Rbc Cad (RY) | 0.3 | $1.5M | 9.9k | 147.32 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | +11% | 1.6k | 925.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.4M | 24k | 59.92 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.4M | +5% | 4.4k | 326.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.4M | 7.7k | 186.48 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | -2% | 5.6k | 254.30 |
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| Cvr Partners (UAN) | 0.3 | $1.4M | -13% | 16k | 90.12 |
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| Pepsi (PEP) | 0.3 | $1.4M | +3% | 9.8k | 140.45 |
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| Select Sector Spdr Tr Indl (XLI) | 0.3 | $1.4M | 8.9k | 154.24 |
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| Visa Com Cl A (V) | 0.3 | $1.4M | 4.0k | 341.38 |
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| Merck & Co (MRK) | 0.3 | $1.3M | -2% | 16k | 83.93 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | -6% | 1.8k | 763.01 |
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| Rollins (ROL) | 0.3 | $1.3M | 23k | 58.74 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.3M | +26% | 4.8k | 260.45 |
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| Coca-Cola Company (KO) | 0.2 | $1.3M | -6% | 19k | 66.32 |
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| Verizon Communications (VZ) | 0.2 | $1.2M | -6% | 28k | 43.95 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.2 | $1.2M | +4% | 47k | 25.98 |
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| American Electric Power Company (AEP) | 0.2 | $1.2M | +5% | 11k | 112.51 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.2M | -4% | 26k | 45.72 |
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| Orchid Is Cap Com New (ORC) | 0.2 | $1.2M | +9% | 168k | 7.01 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $1.2M | -72% | 25k | 46.32 |
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| American Express Company (AXP) | 0.2 | $1.1M | +20% | 3.5k | 332.16 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.1M | +21% | 3.7k | 300.86 |
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| Dominion Resources (D) | 0.2 | $1.1M | 18k | 61.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | 16k | 65.26 |
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| TJX Companies (TJX) | 0.2 | $1.1M | -7% | 7.3k | 144.54 |
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| Calumet (CLMT) | 0.2 | $1.1M | -12% | 58k | 18.25 |
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| Waste Management (WM) | 0.2 | $1.0M | -2% | 4.7k | 220.82 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $1.0M | +7% | 26k | 39.22 |
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| Enbridge (ENB) | 0.2 | $986k | +15% | 20k | 50.46 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $984k | +10% | 23k | 42.37 |
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| Bcp Investment Corporation Com New (BCIC) | 0.2 | $969k | +19% | 84k | 11.53 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.2 | $926k | +3% | 3.9k | 234.94 |
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| O'reilly Automotive (ORLY) | 0.2 | $920k | +24% | 8.5k | 107.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $916k | -68% | 4.8k | 189.72 |
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| Curtiss-Wright (CW) | 0.2 | $914k | 1.7k | 542.92 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $914k | 4.8k | 189.40 |
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| Iron Mountain (IRM) | 0.2 | $913k | 9.0k | 101.94 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $907k | 8.1k | 111.47 |
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| Starbucks Corporation (SBUX) | 0.2 | $907k | -14% | 11k | 84.60 |
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| Qualcomm (QCOM) | 0.2 | $888k | -5% | 5.3k | 166.34 |
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| Oxford Lane Cap Corp | 0.2 | $887k | NEW | 52k | 16.93 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $878k | 1.8k | 499.20 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $878k | 3.7k | 239.64 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $877k | +23% | 2.5k | 355.47 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $872k | 36k | 24.45 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $860k | +20% | 22k | 39.26 |
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| Palo Alto Networks (PANW) | 0.2 | $850k | +16% | 4.2k | 203.62 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $850k | +2% | 2.9k | 293.76 |
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| Wp Carey (WPC) | 0.2 | $847k | 13k | 67.57 |
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| Global X Fds S&p 500 Risk (XRMI) | 0.2 | $839k | +22% | 47k | 17.68 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $832k | 3.0k | 273.61 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $825k | +12% | 4.5k | 182.42 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $816k | -4% | 4.7k | 174.57 |
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| Walt Disney Company (DIS) | 0.2 | $814k | 7.1k | 114.50 |
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| Pfizer (PFE) | 0.2 | $804k | +5% | 32k | 25.48 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $785k | 4.3k | 183.73 |
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| Aon Shs Cl A (AON) | 0.1 | $771k | +5% | 2.2k | 356.56 |
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| CVS Caremark Corporation (CVS) | 0.1 | $763k | -4% | 10k | 75.40 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $759k | NEW | 30k | 25.29 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $759k | +2% | 7.3k | 104.51 |
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| Uber Technologies (UBER) | 0.1 | $758k | +30% | 7.7k | 97.97 |
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| Williams Companies (WMB) | 0.1 | $746k | 12k | 63.35 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $740k | 2.5k | 293.70 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $739k | 8.5k | 87.31 |
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| Ge Vernova (GEV) | 0.1 | $731k | +69% | 1.2k | 615.06 |
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| Peabody Energy (BTU) | 0.1 | $727k | -15% | 27k | 26.52 |
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| Monster Beverage Corp (MNST) | 0.1 | $725k | +49% | 11k | 67.31 |
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| Aberdeen Income Cred Strat (ACP) | 0.1 | $722k | +20% | 125k | 5.80 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $720k | +23% | 42k | 17.01 |
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| Blackrock Health Sciences Trust (BME) | 0.1 | $717k | +12% | 19k | 37.23 |
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| Capital One Financial (COF) | 0.1 | $712k | 3.3k | 212.59 |
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| PNC Financial Services (PNC) | 0.1 | $705k | -2% | 3.5k | 200.91 |
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| Ares Capital Corporation (ARCC) | 0.1 | $689k | +39% | 34k | 20.41 |
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| Citigroup Com New (C) | 0.1 | $666k | +44% | 6.6k | 101.50 |
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| Intuit (INTU) | 0.1 | $661k | +4% | 968.00 | 682.57 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $651k | 53k | 12.29 |
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| Pinterest Cl A (PINS) | 0.1 | $648k | -11% | 20k | 32.17 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $648k | +120% | 57k | 11.39 |
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| Linde SHS (LIN) | 0.1 | $638k | 1.3k | 474.94 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $636k | 5.8k | 109.95 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $634k | +2% | 4.8k | 131.25 |
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| Insulet Corporation (PODD) | 0.1 | $634k | -7% | 2.1k | 308.73 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $627k | -7% | 4.5k | 139.17 |
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| Boeing Company (BA) | 0.1 | $623k | -6% | 2.9k | 215.85 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $612k | -5% | 3.1k | 197.77 |
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| Oneok (OKE) | 0.1 | $610k | -4% | 8.4k | 72.97 |
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| Blackrock (BLK) | 0.1 | $601k | +51% | 516.00 | 1164.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $599k | 11k | 54.18 |
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| Kinder Morgan (KMI) | 0.1 | $598k | +11% | 21k | 28.31 |
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| Realty Income (O) | 0.1 | $598k | +46% | 9.8k | 60.79 |
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| Union Pacific Corporation (UNP) | 0.1 | $597k | -13% | 2.5k | 236.36 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $593k | -2% | 5.9k | 101.20 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $591k | -2% | 2.1k | 279.84 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $586k | +2% | 8.9k | 65.92 |
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| Abbott Laboratories (ABT) | 0.1 | $576k | +41% | 4.3k | 133.94 |
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| Armstrong World Industries (AWI) | 0.1 | $572k | +13% | 2.9k | 196.01 |
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| Emerson Electric (EMR) | 0.1 | $562k | +37% | 4.3k | 131.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $561k | 751.00 | 747.07 |
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| salesforce (CRM) | 0.1 | $549k | +8% | 2.3k | 236.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $547k | +31% | 6.5k | 83.83 |
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| Global X Fds Superdividend (SDIV) | 0.1 | $545k | +15% | 23k | 23.98 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $542k | +21% | 2.4k | 222.17 |
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| CSX Corporation (CSX) | 0.1 | $539k | +120% | 15k | 35.51 |
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| Air Products & Chemicals (APD) | 0.1 | $534k | 2.0k | 272.70 |
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| Cummins (CMI) | 0.1 | $534k | +21% | 1.3k | 422.26 |
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| BP Sponsored Adr (BP) | 0.1 | $532k | 15k | 34.46 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $526k | 2.4k | 219.49 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $524k | +4% | 9.1k | 57.52 |
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| United Ban (UBCP) | 0.1 | $521k | +11% | 37k | 13.98 |
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| American Tower Reit (AMT) | 0.1 | $507k | 2.6k | 192.32 |
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| First Tr Exchange-traded SHS (QQEW) | 0.1 | $507k | 3.6k | 141.12 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $499k | 12k | 42.96 |
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| General Dynamics Corporation (GD) | 0.1 | $496k | 1.5k | 341.08 |
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| Deere & Company (DE) | 0.1 | $494k | +59% | 1.1k | 457.38 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $493k | -27% | 6.5k | 76.40 |
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| Target Corporation (TGT) | 0.1 | $489k | +8% | 5.4k | 89.71 |
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| Automatic Data Processing (ADP) | 0.1 | $488k | 1.7k | 293.58 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $485k | 5.2k | 93.54 |
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| First Tr Exchange-traded A Com Shs (FTA) | 0.1 | $484k | 5.8k | 83.32 |
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| Illinois Tool Works (ITW) | 0.1 | $483k | +36% | 1.9k | 260.80 |
|
| Cintas Corporation (CTAS) | 0.1 | $480k | 2.3k | 205.29 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $479k | -8% | 2.4k | 196.24 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $476k | +4% | 42k | 11.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $475k | -3% | 4.0k | 118.84 |
|
| Rockwell Automation (ROK) | 0.1 | $473k | +67% | 1.4k | 349.57 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $469k | +33% | 769.00 | 609.76 |
|
| Morgan Stanley Com New (MS) | 0.1 | $469k | 2.9k | 158.97 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $466k | -11% | 1.3k | 352.75 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $464k | -33% | 9.8k | 47.51 |
|
| Universal Display Corporation (OLED) | 0.1 | $462k | 3.2k | 143.63 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $460k | +9% | 45k | 10.17 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $459k | 3.5k | 130.28 |
|
|
| Servicenow (NOW) | 0.1 | $456k | +2% | 495.00 | 920.28 |
|
| Constellation Energy (CEG) | 0.1 | $454k | -2% | 1.4k | 329.06 |
|
| S&p Global (SPGI) | 0.1 | $454k | +59% | 933.00 | 486.68 |
|
| Applied Materials (AMAT) | 0.1 | $450k | +80% | 2.2k | 204.71 |
|
| Paypal Holdings (PYPL) | 0.1 | $448k | +52% | 6.7k | 67.06 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $445k | 9.4k | 47.25 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $441k | 632.00 | 698.00 |
|
|
| PennantPark Investment (PNNT) | 0.1 | $440k | +5% | 66k | 6.71 |
|
| EQT Corporation (EQT) | 0.1 | $439k | 8.1k | 54.43 |
|
|
| Yum! Brands (YUM) | 0.1 | $435k | -3% | 2.9k | 152.02 |
|
| Amgen (AMGN) | 0.1 | $434k | -2% | 1.5k | 282.27 |
|
| Vistra Energy (VST) | 0.1 | $430k | +6% | 2.2k | 195.96 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $427k | -24% | 1.2k | 365.48 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $426k | +17% | 9.5k | 45.10 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $421k | +61% | 4.8k | 87.20 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $420k | 9.1k | 46.24 |
|
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $419k | 2.6k | 160.65 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $417k | +14% | 6.7k | 61.92 |
|
| EastGroup Properties (EGP) | 0.1 | $417k | 2.5k | 169.26 |
|
|
| ConocoPhillips (COP) | 0.1 | $411k | -5% | 4.3k | 94.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $410k | +66% | 4.2k | 96.54 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $409k | +27% | 1.0k | 391.64 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $406k | +105% | 3.4k | 118.35 |
|
| UnitedHealth (UNH) | 0.1 | $405k | -27% | 1.2k | 345.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $403k | +68% | 709.00 | 568.97 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $402k | +18% | 3.3k | 120.72 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $400k | +42% | 5.5k | 73.41 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $400k | -5% | 12k | 33.68 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $399k | NEW | 2.8k | 143.18 |
|
| Stryker Corporation (SYK) | 0.1 | $398k | 1.1k | 369.53 |
|
|
| Micron Technology (MU) | 0.1 | $394k | 2.4k | 167.32 |
|
|
| T Rowe Price Etf Capital Apprecia (TCAL) | 0.1 | $388k | NEW | 16k | 24.39 |
|
| ResMed (RMD) | 0.1 | $384k | 1.4k | 273.81 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $378k | +6% | 844.00 | 447.23 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $377k | +12% | 5.6k | 67.26 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $373k | -2% | 4.9k | 76.01 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- 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
- Founders Financial Alliance 2021 Q4 filed Feb. 14, 2022