Founders Financial Alliance
Latest statistics and disclosures from Founders Financial Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, XLE, PULS, and represent 21.79% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$16M), BIL, USFR, SCHD, PTMN, FTEC, DLN, JPST, CTAS, ORC.
- Started 24 new stock positions in WBAT, PANW, FIDU, BOTZ, FENY, JGRO, FUTY, CB, FTEC, QGRW. USFR, MDY, CTAS, XLG, PODD, VLY, SCHW, WCLD, PFIG, IOO, GD, SO, SCHM, PAYX.
- Reduced shares in these 10 stocks: BBHY, AAPL, DGRW, AMZN, AVGO, DG, IWB, CF, JPM, LQD.
- Sold out of its positions in CSQ, DAL, DEO, DG, ET, FTXG, PTH, SPHB, IHE, IWC. REM, NKE, PSX, ROK, BILS, JNK, SHM, AOS, TDY, URI, PFXF.
- Founders Financial Alliance was a net buyer of stock by $13M.
- Founders Financial Alliance has $337M in assets under management (AUM), dropping by 1.24%.
- Central Index Key (CIK): 0001832190
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Founders Financial Alliance holds 560 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Founders Financial Alliance has 560 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Founders Financial Alliance June 30, 2024 positions
- Download the Founders Financial Alliance June 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 8.0 | $27M | -3% | 128k | 210.62 |
|
NVIDIA Corporation (NVDA) | 5.3 | $18M | +690% | 144k | 123.54 |
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Microsoft Corporation (MSFT) | 4.1 | $14M | +2% | 31k | 446.95 |
|
Select Sector Spdr Tr Energy (XLE) | 2.3 | $7.7M | 85k | 91.15 |
|
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.1 | $7.2M | +3% | 145k | 49.70 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.1 | $7.2M | +62% | 78k | 91.78 |
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Amazon (AMZN) | 1.8 | $6.1M | -8% | 31k | 193.25 |
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Duke Energy Corp Com New (DUK) | 1.7 | $5.6M | +3% | 56k | 100.23 |
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First Ban (FBNC) | 1.5 | $5.2M | -2% | 163k | 31.92 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $5.0M | -4% | 9.2k | 544.22 |
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JPMorgan Chase & Co. (JPM) | 1.4 | $4.7M | -6% | 23k | 202.26 |
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Wisdomtree Tr Us S Cap Qty Div (DGRS) | 1.4 | $4.6M | +3% | 98k | 47.11 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.3 | $4.5M | -3% | 89k | 51.30 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $4.2M | 11k | 364.52 |
|
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $4.1M | +9% | 81k | 50.47 |
|
Broadcom (AVGO) | 1.2 | $4.1M | -11% | 2.5k | 1605.29 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $3.9M | -16% | 51k | 78.05 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.9M | 22k | 182.15 |
|
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Abbvie (ABBV) | 1.0 | $3.4M | 20k | 171.52 |
|
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $3.2M | 8.2k | 391.13 |
|
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $3.1M | -7% | 26k | 118.60 |
|
Exxon Mobil Corporation (XOM) | 0.8 | $2.8M | +6% | 25k | 115.12 |
|
Altria (MO) | 0.8 | $2.8M | 62k | 45.55 |
|
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.8 | $2.8M | 67k | 41.53 |
|
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Johnson & Johnson (JNJ) | 0.8 | $2.7M | -2% | 19k | 146.16 |
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Chevron Corporation (CVX) | 0.8 | $2.7M | 17k | 156.42 |
|
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Lowe's Companies (LOW) | 0.8 | $2.6M | 12k | 220.46 |
|
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.5M | 14k | 174.48 |
|
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.3M | 5.6k | 406.80 |
|
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Wisdomtree Tr Us Midcap Divid (DON) | 0.7 | $2.2M | +14% | 47k | 46.77 |
|
Philip Morris International (PM) | 0.7 | $2.2M | 22k | 101.33 |
|
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Procter & Gamble Company (PG) | 0.6 | $2.1M | 13k | 164.92 |
|
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Merck & Co (MRK) | 0.6 | $2.1M | 17k | 123.80 |
|
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Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.1M | +4% | 3.8k | 547.29 |
|
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $2.1M | -4% | 54k | 38.70 |
|
Pacer Fds Tr Globl Cash Etf (GCOW) | 0.6 | $2.0M | -2% | 58k | 33.72 |
|
Honeywell International (HON) | 0.6 | $1.9M | 9.0k | 213.54 |
|
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Eli Lilly & Co. (LLY) | 0.6 | $1.9M | 2.1k | 905.50 |
|
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $1.9M | -3% | 28k | 66.35 |
|
Home Depot (HD) | 0.5 | $1.8M | 5.2k | 344.23 |
|
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At&t (T) | 0.5 | $1.7M | -11% | 91k | 19.11 |
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Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.5 | $1.7M | +7% | 45k | 36.69 |
|
Eaton Corp SHS (ETN) | 0.5 | $1.6M | -2% | 5.2k | 313.56 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $1.6M | +29% | 22k | 72.75 |
|
Nextera Energy (NEE) | 0.5 | $1.6M | 22k | 70.81 |
|
|
Guggenheim Strategic Opportu Com Sbi (GOF) | 0.4 | $1.5M | +5% | 101k | 14.91 |
|
Advanced Micro Devices (AMD) | 0.4 | $1.5M | +2% | 9.2k | 162.21 |
|
Pepsi (PEP) | 0.4 | $1.5M | 9.0k | 164.94 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.4M | -7% | 3.9k | 374.01 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | +2% | 7.8k | 183.41 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.4M | 7.8k | 182.55 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | +3% | 3.0k | 479.19 |
|
Meta Platforms Cl A (META) | 0.4 | $1.4M | 2.7k | 504.30 |
|
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International Business Machines (IBM) | 0.4 | $1.4M | +2% | 7.8k | 172.95 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 2.7k | 500.09 |
|
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Coca-Cola Company (KO) | 0.4 | $1.3M | -3% | 20k | 63.65 |
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Cvr Partners (UAN) | 0.4 | $1.3M | +9% | 17k | 75.66 |
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McDonald's Corporation (MCD) | 0.4 | $1.3M | 5.0k | 254.84 |
|
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Freeport-mcmoran CL B (FCX) | 0.4 | $1.3M | -4% | 26k | 48.60 |
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Bank of America Corporation (BAC) | 0.4 | $1.3M | 32k | 39.77 |
|
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $1.3M | -16% | 26k | 48.74 |
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Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.2M | +21% | 5.4k | 226.24 |
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Target Corporation (TGT) | 0.4 | $1.2M | 8.1k | 148.04 |
|
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Visa Com Cl A (V) | 0.4 | $1.2M | 4.5k | 262.48 |
|
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.2M | +120% | 15k | 77.76 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.2M | -2% | 5.3k | 218.03 |
|
Cisco Systems (CSCO) | 0.3 | $1.2M | -7% | 24k | 47.51 |
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Rollins (ROL) | 0.3 | $1.1M | -3% | 23k | 48.79 |
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Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.1M | +33% | 117k | 9.54 |
|
Rbc Cad (RY) | 0.3 | $1.1M | 11k | 106.38 |
|
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Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | 6.9k | 160.40 |
|
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Qualcomm (QCOM) | 0.3 | $1.1M | -9% | 5.5k | 199.18 |
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Caterpillar (CAT) | 0.3 | $1.1M | -3% | 3.3k | 333.13 |
|
Truist Financial Corp equities (TFC) | 0.3 | $1.1M | 28k | 38.85 |
|
|
Wal-Mart Stores (WMT) | 0.3 | $1.1M | +8% | 16k | 67.71 |
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Powershares Actively Managed Total Return (GTO) | 0.3 | $1.1M | -6% | 23k | 46.36 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.1M | -21% | 9.8k | 107.12 |
|
Verizon Communications (VZ) | 0.3 | $1.1M | 26k | 41.24 |
|
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Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.0M | 26k | 41.11 |
|
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CVS Caremark Corporation (CVS) | 0.3 | $1.0M | -2% | 18k | 59.06 |
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Costco Wholesale Corporation (COST) | 0.3 | $1.0M | +8% | 1.2k | 849.91 |
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Marriott Intl Cl A (MAR) | 0.3 | $1.0M | +11% | 4.2k | 241.80 |
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Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | -2% | 10k | 100.39 |
|
Portman Ridge Fin Corp Com New (PTMN) | 0.3 | $980k | +74% | 50k | 19.62 |
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Orchid Is Cap Com New (ORC) | 0.3 | $900k | +52% | 108k | 8.34 |
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Starbucks Corporation (SBUX) | 0.3 | $879k | -18% | 11k | 77.85 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $870k | +43% | 5.0k | 173.81 |
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Wp Carey (WPC) | 0.3 | $866k | 16k | 55.05 |
|
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Oxford Lane Cap Corp (OXLC) | 0.3 | $857k | +37% | 158k | 5.42 |
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Spdr Ser Tr S&p Metals Mng (XME) | 0.3 | $850k | 14k | 59.33 |
|
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Iron Mountain (IRM) | 0.3 | $848k | 9.5k | 89.62 |
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Waste Management (WM) | 0.3 | $848k | 4.0k | 213.33 |
|
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $848k | NEW | 17k | 50.31 |
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American Electric Power Company (AEP) | 0.2 | $812k | -3% | 9.3k | 87.74 |
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Amgen (AMGN) | 0.2 | $802k | +3% | 2.6k | 312.45 |
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Pfizer (PFE) | 0.2 | $795k | +3% | 28k | 27.98 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $788k | 1.4k | 555.54 |
|
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BP Sponsored Adr (BP) | 0.2 | $779k | 22k | 36.10 |
|
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Calumet Specialty Prods Part Ut Ltd Partner | 0.2 | $777k | +8% | 48k | 16.05 |
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Oneok (OKE) | 0.2 | $732k | 9.0k | 81.55 |
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Walt Disney Company (DIS) | 0.2 | $720k | 7.3k | 99.29 |
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Dominion Resources (D) | 0.2 | $718k | 15k | 49.00 |
|
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Oracle Corporation (ORCL) | 0.2 | $713k | 5.0k | 141.19 |
|
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Vanguard World Utilities Etf (VPU) | 0.2 | $708k | -26% | 4.8k | 147.92 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $695k | +5% | 39k | 17.67 |
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United Parcel Service CL B (UPS) | 0.2 | $691k | +2% | 5.1k | 136.84 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $687k | -28% | 8.4k | 81.65 |
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $670k | +2% | 29k | 23.29 |
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Occidental Petroleum Corporation (OXY) | 0.2 | $665k | -10% | 11k | 63.03 |
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Universal Display Corporation (OLED) | 0.2 | $641k | 3.1k | 210.25 |
|
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Aon Shs Cl A (AON) | 0.2 | $633k | 2.2k | 293.61 |
|
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $630k | -26% | 13k | 49.42 |
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PNC Financial Services (PNC) | 0.2 | $617k | +2% | 4.0k | 155.49 |
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Ishares Silver Tr Ishares (SLV) | 0.2 | $607k | 23k | 26.57 |
|
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Vanguard World Inf Tech Etf (VGT) | 0.2 | $594k | 1.0k | 576.36 |
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Ge Aerospace Com New (GE) | 0.2 | $587k | +5% | 3.7k | 158.96 |
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Ares Capital Corporation (ARCC) | 0.2 | $585k | 28k | 20.84 |
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American Express Company (AXP) | 0.2 | $579k | -3% | 2.5k | 231.57 |
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Hercules Technology Growth Capital (HTGC) | 0.2 | $573k | +2% | 28k | 20.45 |
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Newtekone Com New (NEWT) | 0.2 | $568k | 45k | 12.57 |
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Global X Fds S&p 500 Covered (XYLD) | 0.2 | $563k | +8% | 14k | 40.43 |
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Union Pacific Corporation (UNP) | 0.2 | $559k | -2% | 2.5k | 226.23 |
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Rithm Capital Corp Com New (RITM) | 0.2 | $556k | +2% | 51k | 10.91 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $542k | -15% | 9.3k | 58.52 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $536k | 18k | 29.44 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $535k | 7.4k | 72.64 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $531k | -44% | 1.8k | 297.54 |
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Linde SHS (LIN) | 0.2 | $516k | 1.2k | 438.82 |
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American Tower Reit (AMT) | 0.2 | $507k | 2.6k | 194.38 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $507k | +2% | 2.4k | 215.01 |
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Applied Materials (AMAT) | 0.2 | $507k | 2.1k | 235.96 |
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Lockheed Martin Corporation (LMT) | 0.2 | $506k | -3% | 1.1k | 467.13 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $504k | 4.7k | 106.67 |
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Texas Instruments Incorporated (TXN) | 0.1 | $504k | -3% | 2.6k | 194.55 |
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WesBan (WSBC) | 0.1 | $501k | 18k | 27.91 |
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Nexstar Media Group Common Stock (NXST) | 0.1 | $490k | +21% | 3.0k | 166.02 |
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Nuveen Insd Dividend Advantage (NVG) | 0.1 | $490k | 39k | 12.46 |
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Goldman Sachs Bdc SHS (GSBD) | 0.1 | $486k | +28% | 32k | 15.03 |
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Shell Spon Ads (SHEL) | 0.1 | $483k | 6.7k | 72.18 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $473k | 3.9k | 121.86 |
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Abbott Laboratories (ABT) | 0.1 | $473k | +11% | 4.6k | 103.90 |
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ConocoPhillips (COP) | 0.1 | $472k | 4.1k | 114.37 |
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United Ban (UBCP) | 0.1 | $471k | 38k | 12.55 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $469k | +2% | 2.9k | 164.28 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $468k | 3.9k | 119.33 |
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Global X Fds S&p 500 Risk (XRMI) | 0.1 | $466k | +13% | 25k | 18.84 |
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Vanguard World Financials Etf (VFH) | 0.1 | $463k | 4.6k | 99.88 |
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UnitedHealth (UNH) | 0.1 | $462k | -6% | 907.00 | 509.31 |
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Williams Companies (WMB) | 0.1 | $460k | 11k | 42.50 |
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Yum! Brands (YUM) | 0.1 | $456k | 3.4k | 132.46 |
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Curtiss-Wright (CW) | 0.1 | $455k | 1.7k | 270.98 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $453k | 5.6k | 81.08 |
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Intuit (INTU) | 0.1 | $444k | +79% | 676.00 | 656.92 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $442k | 3.6k | 123.29 |
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S&p Global (SPGI) | 0.1 | $441k | 990.00 | 445.81 |
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Wells Fargo & Company (WFC) | 0.1 | $437k | +5% | 7.4k | 59.39 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $436k | -7% | 2.1k | 204.94 |
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Illinois Tool Works (ITW) | 0.1 | $433k | 1.8k | 236.97 |
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Boeing Company (BA) | 0.1 | $432k | -27% | 2.4k | 181.97 |
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Emerson Electric (EMR) | 0.1 | $431k | 3.9k | 110.17 |
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Kinder Morgan (KMI) | 0.1 | $430k | -5% | 22k | 19.87 |
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Realty Income (O) | 0.1 | $430k | -22% | 8.1k | 52.82 |
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Enbridge (ENB) | 0.1 | $425k | -7% | 12k | 35.59 |
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Carrier Global Corporation (CARR) | 0.1 | $419k | 6.6k | 63.08 |
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EastGroup Properties (EGP) | 0.1 | $419k | 2.5k | 170.10 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $414k | -6% | 12k | 33.93 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $413k | 13k | 32.89 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $411k | -4% | 7.7k | 53.53 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $405k | 6.3k | 64.00 |
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Pinterest Cl A (PINS) | 0.1 | $402k | 9.1k | 44.07 |
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Goldman Sachs (GS) | 0.1 | $399k | -6% | 881.00 | 452.50 |
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CSX Corporation (CSX) | 0.1 | $396k | -5% | 12k | 33.45 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $388k | +2% | 4.8k | 80.13 |
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Citigroup Com New (C) | 0.1 | $386k | -7% | 6.1k | 63.46 |
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Kemper Corp Del (KMPR) | 0.1 | $385k | 6.5k | 59.33 |
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TJX Companies (TJX) | 0.1 | $383k | 3.5k | 110.11 |
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Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $382k | +38% | 13k | 30.53 |
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Cummins (CMI) | 0.1 | $381k | -3% | 1.4k | 276.93 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $377k | 3.5k | 106.95 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $376k | NEW | 2.2k | 171.55 |
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Intel Corporation (INTC) | 0.1 | $375k | 12k | 30.97 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $374k | -4% | 977.00 | 383.19 |
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CF Industries Holdings (CF) | 0.1 | $374k | -51% | 5.0k | 74.11 |
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BlackRock (BLK) | 0.1 | $373k | +23% | 474.00 | 787.27 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $369k | 1.7k | 214.50 |
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Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $368k | 2.5k | 145.47 |
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Automatic Data Processing (ADP) | 0.1 | $366k | 1.5k | 238.64 |
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LSB Industries (LXU) | 0.1 | $365k | -18% | 45k | 8.18 |
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PennantPark Investment (PNNT) | 0.1 | $357k | +28% | 47k | 7.55 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $355k | -2% | 1.5k | 242.11 |
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Bristol Myers Squibb (BMY) | 0.1 | $348k | +18% | 8.4k | 41.53 |
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First Tr Value Line Divid In SHS (FVD) | 0.1 | $348k | +52% | 8.5k | 40.75 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $348k | -4% | 4.1k | 83.95 |
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F.N.B. Corporation (FNB) | 0.1 | $346k | 25k | 13.68 |
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $343k | -10% | 6.0k | 57.27 |
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Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $340k | -8% | 29k | 11.64 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $336k | 2.8k | 120.98 |
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Global X Fds Superdividend (SDIV) | 0.1 | $333k | +10% | 15k | 22.02 |
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Blackrock Health Sciences Trust (BME) | 0.1 | $332k | -20% | 8.1k | 40.85 |
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T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $332k | +16% | 11k | 31.41 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $323k | -6% | 8.2k | 39.16 |
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Tesla Motors (TSLA) | 0.1 | $323k | -5% | 1.6k | 197.88 |
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Nucor Corporation (NUE) | 0.1 | $318k | 2.0k | 158.10 |
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Cintas Corporation (CTAS) | 0.1 | $317k | NEW | 453.00 | 700.26 |
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Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $314k | +4% | 2.2k | 139.98 |
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Peabody Energy (BTU) | 0.1 | $307k | 14k | 22.12 |
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Snap-on Incorporated (SNA) | 0.1 | $305k | 1.2k | 261.45 |
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Northrop Grumman Corporation (NOC) | 0.1 | $302k | 693.00 | 436.18 |
|
|
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $299k | 4.1k | 73.60 |
|
|
Monster Beverage Corp (MNST) | 0.1 | $297k | 5.9k | 49.95 |
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|
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $294k | -11% | 5.4k | 54.75 |
|
Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $294k | 5.8k | 50.50 |
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|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $292k | +25% | 2.0k | 145.72 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $292k | +35% | 963.00 | 303.52 |
|
EQT Corporation (EQT) | 0.1 | $290k | 7.9k | 36.98 |
|
|
Mastercard Incorporated Cl A (MA) | 0.1 | $288k | -26% | 653.00 | 441.39 |
|
Novo-nordisk A S Adr (NVO) | 0.1 | $285k | +2% | 2.0k | 142.71 |
|
First Tr High Income L/s (FSD) | 0.1 | $282k | +8% | 23k | 12.34 |
|
The Trade Desk Com Cl A (TTD) | 0.1 | $281k | 2.9k | 97.67 |
|
|
Armstrong World Industries (AWI) | 0.1 | $278k | 2.5k | 113.24 |
|
|
Anthem (ELV) | 0.1 | $277k | 511.00 | 541.89 |
|
|
Novartis Sponsored Adr (NVS) | 0.1 | $274k | 2.6k | 106.47 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $273k | -12% | 2.8k | 97.06 |
|
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.1 | $273k | -9% | 2.9k | 92.93 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $269k | +81% | 3.1k | 85.66 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $266k | -8% | 6.1k | 43.76 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $264k | +33% | 477.00 | 553.12 |
|
Ishares Gold Tr Ishares New (IAU) | 0.1 | $263k | +16% | 6.0k | 43.93 |
|
Olin Corp Com Par $1 (OLN) | 0.1 | $262k | -44% | 5.5k | 47.15 |
|
Colgate-Palmolive Company (CL) | 0.1 | $259k | 2.7k | 97.04 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $258k | -4% | 2.2k | 118.79 |
|
Huntington Bancshares Incorporated (HBAN) | 0.1 | $256k | 19k | 13.18 |
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|
Netflix (NFLX) | 0.1 | $254k | -2% | 377.00 | 674.88 |
|
Pimco High Income Com Shs (PHK) | 0.1 | $251k | +37% | 52k | 4.82 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $251k | -11% | 1.7k | 150.51 |
|
Enterprise Products Partners (EPD) | 0.1 | $250k | -30% | 8.6k | 28.98 |
|
Discover Financial Services (DFS) | 0.1 | $249k | 1.9k | 130.81 |
|
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $248k | +2% | 4.4k | 56.42 |
|
Republic Services (RSG) | 0.1 | $248k | 1.3k | 194.39 |
|
|
Chubb (CB) | 0.1 | $247k | NEW | 968.00 | 255.14 |
|
Air Products & Chemicals (APD) | 0.1 | $245k | 950.00 | 258.14 |
|
|
J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $245k | NEW | 3.3k | 75.15 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $241k | 2.9k | 84.03 |
|
|
Global X Fds Dow 30 Covered C (DJIA) | 0.1 | $239k | +3% | 11k | 22.10 |
|
Paychex (PAYX) | 0.1 | $235k | NEW | 2.0k | 118.54 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $234k | +26428% | 3.7k | 62.87 |
|
Ishares Tr Global Mater Etf (MXI) | 0.1 | $233k | 2.7k | 84.91 |
|
|
GSK Sponsored Adr (GSK) | 0.1 | $233k | 6.0k | 38.50 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $228k | NEW | 427.00 | 534.83 |
|
United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $226k | 8.9k | 25.46 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- 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
- Founders Financial Alliance 2020 Q3 filed Nov. 13, 2020