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 16.07% of Founders Financial Alliance's stock portfolio.
- Added to shares of these 10 stocks: LQDH, BALI, TCAL, GPIQ, PYLD, GRNY, DIVO, GOVT, UNH, ICMB.
- Started 146 new stock positions in QQQH, AFSM, IOO, ASML, IAUI, CMCSA, XBI, FTGS, GEM, SCHM.
- Reduced shares in these 10 stocks: JPST, FBND, AAPL, EVLN, CEG, , PINS, , SPOT, PHK.
- Sold out of its positions in ADBE, ALL, APP, BDN, CEG, EXPE, FDVV, FBND, HSY, KMPR. LVHD, Nuveen Equity Premium Income Fund, PYPL, PHK, PINS, SPTS, NOW, SPOT.
- Founders Financial Alliance was a net buyer of stock by $34M.
- Founders Financial Alliance has $555M in assets under management (AUM), dropping by 4.74%.
- Central Index Key (CIK): 0001832190
Tip: Access up to 7 years of quarterly data
Positions held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Founders Financial Alliance
Founders Financial Alliance holds 735 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Founders Financial Alliance has 735 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Founders Financial Alliance March 31, 2026 positions
- Download the Founders Financial Alliance March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $33M | -2% | 129k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $24M | 137k | 174.40 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $13M | 34k | 370.17 |
|
|
| Amazon (AMZN) | 1.9 | $10M | 49k | 208.27 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.7 | $9.6M | +4% | 194k | 49.50 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $9.1M | 31k | 294.15 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $8.8M | -2% | 13k | 653.21 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.5 | $8.5M | +3% | 96k | 87.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $8.2M | 29k | 287.56 |
|
|
| Duke Energy Corp Com New (DUK) | 1.4 | $7.9M | +3% | 60k | 130.94 |
|
| Broadcom (AVGO) | 1.3 | $7.3M | 24k | 309.50 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $7.0M | +2% | 11k | 650.36 |
|
| First Ban (FBNC) | 1.2 | $6.8M | 121k | 56.35 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 1.2 | $6.7M | +3% | 74k | 91.64 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 1.2 | $6.4M | +7% | 179k | 35.90 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $6.3M | 37k | 169.66 |
|
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.1 | $6.1M | +6% | 170k | 35.59 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.0 | $5.7M | +4% | 67k | 84.52 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.0 | $5.5M | +7% | 137k | 40.19 |
|
| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 1.0 | $5.5M | -9% | 114k | 48.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.4M | +3% | 9.4k | 577.17 |
|
| RBB F/m Us Treasury (TBIL) | 0.9 | $5.1M | +2% | 102k | 49.86 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.9 | $5.0M | +2% | 95k | 52.96 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.9 | $5.0M | +6% | 84k | 59.22 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.9 | $4.9M | +914% | 53k | 92.34 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.9 | $4.8M | 10k | 463.16 |
|
|
| Altria (MO) | 0.9 | $4.8M | 73k | 65.99 |
|
|
| Chevron Corporation (CVX) | 0.8 | $4.6M | +2% | 22k | 206.90 |
|
| Johnson & Johnson (JNJ) | 0.8 | $4.6M | 19k | 244.44 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.1M | +2% | 8.5k | 479.20 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.7 | $4.0M | +3% | 105k | 38.00 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $4.0M | -34% | 79k | 50.61 |
|
| Abbvie (ABBV) | 0.7 | $3.9M | 18k | 217.49 |
|
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.7 | $3.7M | +3% | 103k | 35.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $3.7M | 8.6k | 426.43 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $3.5M | 28k | 124.28 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $3.4M | 23k | 148.10 |
|
|
| Philip Morris International (PM) | 0.6 | $3.4M | -4% | 20k | 165.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.0M | +6% | 5.0k | 597.45 |
|
| Lowe's Companies (LOW) | 0.5 | $3.0M | 13k | 236.27 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.5 | $2.9M | 55k | 52.54 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $2.8M | +34% | 63k | 44.85 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.5 | $2.7M | +2% | 34k | 79.06 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.5 | $2.7M | +10% | 48k | 56.58 |
|
| McDonald's Corporation (MCD) | 0.5 | $2.6M | +2% | 8.5k | 310.77 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.5 | $2.6M | +12% | 64k | 40.54 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.5M | +4% | 12k | 213.68 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.4M | +2% | 6.8k | 357.65 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.4 | $2.4M | 1.3k | 1884.22 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $2.4M | +2% | 7.1k | 337.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.4M | 8.4k | 286.84 |
|
|
| Caterpillar (CAT) | 0.4 | $2.4M | +7% | 3.4k | 708.56 |
|
| Honeywell International (HON) | 0.4 | $2.4M | 11k | 226.05 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $2.3M | +19% | 12k | 203.43 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.3M | -6% | 4.1k | 572.10 |
|
| Goldman Sachs (GS) | 0.4 | $2.3M | -2% | 2.7k | 845.68 |
|
| At&t (T) | 0.4 | $2.2M | 77k | 28.99 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.1M | 9.9k | 215.07 |
|
|
| International Business Machines (IBM) | 0.4 | $2.1M | 8.7k | 242.37 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $2.1M | +17% | 19k | 110.47 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $2.1M | -3% | 11k | 192.90 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.0M | 66k | 30.68 |
|
|
| Calumet (CLMT) | 0.4 | $2.0M | 56k | 35.90 |
|
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.4 | $2.0M | +464% | 65k | 30.81 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.4 | $2.0M | 40k | 50.03 |
|
|
| Cvr Partners (UAN) | 0.3 | $1.9M | -2% | 15k | 126.67 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | -3% | 4.4k | 436.83 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $1.9M | 39k | 49.37 |
|
|
| Merck & Co (MRK) | 0.3 | $1.9M | 16k | 120.29 |
|
|
| Nextera Energy (NEE) | 0.3 | $1.9M | +7% | 20k | 92.88 |
|
| Home Depot (HD) | 0.3 | $1.8M | 5.6k | 328.92 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | +6% | 1.8k | 996.26 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.8M | +5% | 5.5k | 320.82 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.8M | 4.6k | 383.40 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.7M | -4% | 19k | 89.33 |
|
| Tesla Motors (TSLA) | 0.3 | $1.7M | +6% | 4.6k | 371.75 |
|
| Rbc Cad (RY) | 0.3 | $1.7M | +5% | 10k | 161.79 |
|
| Netflix (NFLX) | 0.3 | $1.7M | +20% | 17k | 96.15 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.7M | +2% | 13k | 132.90 |
|
| T Rowe Price Etf Capital Apprecia (TCAL) | 0.3 | $1.6M | +102% | 74k | 22.35 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.3 | $1.6M | -3% | 35k | 46.24 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.6M | 4.2k | 390.41 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.6M | -4% | 11k | 144.44 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 1.8k | 919.83 |
|
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.6M | +12% | 4.9k | 327.09 |
|
| Pepsi (PEP) | 0.3 | $1.6M | 10k | 155.28 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $1.6M | +13% | 23k | 68.14 |
|
| American Electric Power Company (AEP) | 0.3 | $1.6M | +2% | 12k | 131.08 |
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | 20k | 77.59 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.5M | 31k | 48.75 |
|
|
| Progressive Corporation (PGR) | 0.3 | $1.5M | 7.5k | 198.24 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.5M | -12% | 30k | 50.34 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.3 | $1.5M | -6% | 37k | 40.14 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.3 | $1.5M | 57k | 25.79 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.4M | 19k | 76.05 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.4M | 7.3k | 196.20 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.4M | -18% | 141k | 10.03 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $1.4M | +11% | 24k | 58.78 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.4M | -9% | 22k | 64.08 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $1.3M | -6% | 8.3k | 161.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3M | -3% | 5.1k | 261.96 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.2 | $1.3M | +2% | 120k | 11.02 |
|
| Verizon Communications (VZ) | 0.2 | $1.2M | -19% | 25k | 50.20 |
|
| Visa Com Cl A (V) | 0.2 | $1.2M | 4.0k | 302.26 |
|
|
| American Express Company (AXP) | 0.2 | $1.2M | +8% | 3.9k | 302.53 |
|
| Rollins (ROL) | 0.2 | $1.2M | -2% | 22k | 53.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | +49% | 13k | 90.53 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.2M | +8% | 7.9k | 147.12 |
|
| TJX Companies (TJX) | 0.2 | $1.2M | 7.2k | 159.70 |
|
|
| Curtiss-Wright (CW) | 0.2 | $1.1M | 1.7k | 681.27 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $1.1M | -2% | 25k | 45.97 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $1.1M | +202% | 47k | 23.87 |
|
| Orchid Is Cap Com New (ORC) | 0.2 | $1.1M | -4% | 159k | 7.03 |
|
| Ge Vernova (GEV) | 0.2 | $1.1M | 1.3k | 872.82 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | 16k | 67.53 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $1.1M | +256% | 41k | 26.20 |
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.2 | $1.1M | +301% | 21k | 49.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.0M | +17% | 2.4k | 430.29 |
|
| Waste Management (WM) | 0.2 | $1.0M | -4% | 4.4k | 229.78 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 1.7k | 604.36 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $1.0M | +18% | 11k | 92.31 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.2 | $998k | 3.9k | 254.01 |
|
|
| Dominion Resources (D) | 0.2 | $997k | +12% | 16k | 61.82 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $991k | +25% | 25k | 39.13 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $989k | +30% | 6.8k | 146.28 |
|
| Enbridge (ENB) | 0.2 | $986k | -8% | 18k | 54.14 |
|
| Ge Aerospace Com New (GE) | 0.2 | $978k | -5% | 3.4k | 283.75 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $957k | 4.8k | 198.14 |
|
|
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.2 | $946k | +6% | 39k | 24.55 |
|
| Iron Mountain (IRM) | 0.2 | $921k | 9.0k | 102.14 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $920k | +12% | 11k | 85.23 |
|
| Pfizer (PFE) | 0.2 | $909k | 32k | 28.08 |
|
|
| Oxford Lane Cap Corp (OXLC) | 0.2 | $896k | +97% | 92k | 9.78 |
|
| Starbucks Corporation (SBUX) | 0.2 | $892k | +29% | 10k | 89.59 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $871k | +7% | 4.5k | 194.14 |
|
| UnitedHealth (UNH) | 0.2 | $868k | +242% | 3.2k | 270.63 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $858k | -9% | 16k | 52.85 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $853k | 7.8k | 108.99 |
|
|
| Global X Fds S&p 500 Risk (XRMI) | 0.2 | $850k | +20% | 50k | 16.90 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $849k | +27% | 4.4k | 191.94 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $835k | +37% | 12k | 69.75 |
|
| Peabody Energy (BTU) | 0.1 | $828k | -2% | 25k | 32.95 |
|
| Monster Beverage Corp (MNST) | 0.1 | $824k | +19% | 11k | 72.46 |
|
| Micron Technology (MU) | 0.1 | $818k | +2% | 2.4k | 337.84 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $817k | -5% | 4.4k | 184.27 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $810k | +27% | 47k | 17.15 |
|
| Wp Carey (WPC) | 0.1 | $807k | 12k | 67.95 |
|
|
| Williams Companies (WMB) | 0.1 | $789k | 11k | 72.77 |
|
|
| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $772k | 31k | 25.32 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $758k | 3.0k | 248.87 |
|
|
| Oneok (OKE) | 0.1 | $755k | +3% | 8.3k | 90.39 |
|
| Citigroup Com New (C) | 0.1 | $754k | 6.6k | 113.42 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $750k | +1156% | 33k | 22.91 |
|
| Amgen (AMGN) | 0.1 | $749k | +4% | 2.1k | 351.94 |
|
| Blackrock Health Sciences Trust (BME) | 0.1 | $744k | +11% | 19k | 38.51 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $742k | 7.6k | 97.90 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $739k | -5% | 6.8k | 108.98 |
|
| Palo Alto Networks (PANW) | 0.1 | $734k | +7% | 4.6k | 160.32 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $734k | -2% | 5.6k | 130.96 |
|
| Applied Materials (AMAT) | 0.1 | $730k | 2.1k | 341.77 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $728k | +11% | 65k | 11.23 |
|
| Linde SHS (LIN) | 0.1 | $718k | 1.4k | 495.90 |
|
|
| Aberdeen Income Cred Strat (ACP) | 0.1 | $717k | +9% | 141k | 5.10 |
|
| Kinder Morgan (KMI) | 0.1 | $713k | +11% | 21k | 33.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $708k | -5% | 2.8k | 257.36 |
|
| Aon Shs Cl A (AON) | 0.1 | $703k | +6% | 2.2k | 322.82 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $699k | -2% | 9.7k | 71.82 |
|
| PNC Financial Services (PNC) | 0.1 | $687k | 3.3k | 208.11 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $680k | -10% | 2.4k | 287.26 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $670k | +22% | 959.00 | 698.11 |
|
| Walt Disney Company (DIS) | 0.1 | $664k | 6.9k | 96.38 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $663k | 2.8k | 237.62 |
|
|
| Uber Technologies (UBER) | 0.1 | $656k | +16% | 9.1k | 71.93 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $650k | 4.4k | 146.64 |
|
|
| Qualcomm (QCOM) | 0.1 | $647k | +3% | 5.0k | 128.77 |
|
| Deere & Company (DE) | 0.1 | $641k | +16% | 1.1k | 563.66 |
|
| Bcp Investment Corporation Com New (BCIC) | 0.1 | $624k | 83k | 7.52 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $623k | 2.6k | 242.62 |
|
|
| CSX Corporation (CSX) | 0.1 | $622k | 15k | 41.05 |
|
|
| Ares Capital Corporation (ARCC) | 0.1 | $619k | 34k | 18.02 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $612k | -3% | 50k | 12.33 |
|
| Howmet Aerospace (HWM) | 0.1 | $612k | +4% | 2.7k | 230.47 |
|
| Capital One Financial (COF) | 0.1 | $612k | 3.4k | 182.47 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $610k | +24% | 4.9k | 124.31 |
|
| Cummins (CMI) | 0.1 | $596k | +32% | 1.1k | 537.80 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.1 | $595k | 5.9k | 100.97 |
|
|
| First Tr Exchange-traded A Com Shs (FTA) | 0.1 | $587k | +3% | 6.4k | 92.35 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $580k | 4.8k | 120.82 |
|
|
| Global X Fds Superdividend (SDIV) | 0.1 | $573k | +12% | 23k | 25.26 |
|
| ConocoPhillips (COP) | 0.1 | $562k | 4.3k | 132.00 |
|
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 0.1 | $561k | +239% | 12k | 46.16 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $558k | 3.1k | 180.84 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $555k | +17% | 9.1k | 60.65 |
|
| Air Products & Chemicals (APD) | 0.1 | $545k | 1.9k | 290.41 |
|
|
| Emerson Electric (EMR) | 0.1 | $544k | +36% | 4.2k | 130.99 |
|
| Boeing Company (BA) | 0.1 | $542k | -4% | 2.7k | 199.05 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $541k | 9.9k | 54.55 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $535k | +35% | 6.7k | 79.62 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $534k | -6% | 9.9k | 54.05 |
|
| General Dynamics Corporation (GD) | 0.1 | $534k | +9% | 1.6k | 343.27 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $526k | 2.5k | 208.04 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $521k | -4% | 5.7k | 91.77 |
|
| BP Sponsored Adr (BP) | 0.1 | $517k | -24% | 11k | 47.00 |
|
| LSB Industries (LXU) | 0.1 | $512k | 34k | 14.90 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $511k | -5% | 10k | 48.93 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $510k | +29% | 747.00 | 682.28 |
|
| EQT Corporation (EQT) | 0.1 | $510k | 8.0k | 63.64 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $498k | +2% | 3.0k | 164.61 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $495k | +38% | 2.3k | 218.78 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $494k | +8% | 4.0k | 125.13 |
|
| Blackrock (BLK) | 0.1 | $491k | +47% | 510.00 | 961.70 |
|
| Southern Company (SO) | 0.1 | $485k | +50% | 5.0k | 96.52 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $483k | +80% | 11k | 45.89 |
|
| Target Corporation (TGT) | 0.1 | $483k | +10% | 4.0k | 121.21 |
|
| WesBan (WSBC) | 0.1 | $482k | +71% | 14k | 34.49 |
|
| Corning Incorporated (GLW) | 0.1 | $482k | 3.5k | 135.98 |
|
|
| Realty Income (O) | 0.1 | $480k | +22% | 7.8k | 61.18 |
|
| Investcorp Credit Management B (ICMB) | 0.1 | $479k | NEW | 296k | 1.62 |
|
| CF Industries Holdings (CF) | 0.1 | $476k | -3% | 3.7k | 129.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $475k | -3% | 1.1k | 446.54 |
|
| Armstrong World Industries (AWI) | 0.1 | $467k | -4% | 2.8k | 164.81 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $463k | +304% | 4.9k | 94.94 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $462k | +7% | 7.5k | 61.26 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $461k | 2.0k | 234.03 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $460k | +30% | 1.8k | 260.24 |
|
| Spdr Series Trust State Street Spd (XOP) | 0.1 | $459k | 2.5k | 181.83 |
|
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.1 | $456k | 3.6k | 126.99 |
|
|
| EastGroup Properties (EGP) | 0.1 | $456k | 2.5k | 185.09 |
|
|
| American Tower Reit (AMT) | 0.1 | $455k | 2.6k | 172.58 |
|
|
| United Ban (UBCP) | 0.1 | $441k | -17% | 29k | 15.21 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $439k | -8% | 2.1k | 208.98 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $437k | +86% | 1.3k | 328.64 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.1 | $432k | +3% | 8.1k | 53.43 |
|
| Yum! Brands (YUM) | 0.1 | $426k | 2.7k | 155.48 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $425k | 9.1k | 46.83 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $422k | +9% | 7.0k | 60.43 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $417k | +6% | 1.2k | 356.56 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $414k | 2.7k | 154.16 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $413k | 8.8k | 47.03 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $412k | +49% | 4.0k | 102.67 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $408k | +19% | 6.0k | 68.28 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $406k | +3694% | 2.6k | 155.13 |
|
| Intuit (INTU) | 0.1 | $405k | -3% | 937.00 | 432.39 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $401k | 11k | 35.94 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $399k | -3% | 45k | 8.88 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $393k | +6% | 6.1k | 65.00 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $392k | +2% | 3.5k | 110.88 |
|
| Enterprise Products Partners (EPD) | 0.1 | $391k | 10k | 37.84 |
|
|
| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.1 | $391k | +17% | 32k | 12.39 |
|
| Cintas Corporation (CTAS) | 0.1 | $390k | 2.3k | 169.12 |
|
Past Filings by Founders Financial Alliance
SEC 13F filings are viewable for Founders Financial Alliance going back to 2020
- Founders Financial Alliance 2026 Q1 filed May 11, 2026
- Founders Financial Alliance 2025 Q4 filed Feb. 12, 2026
- Founders Financial Alliance 2025 Q3 filed Nov. 7, 2025
- Founders Financial Alliance 2025 Q2 filed Aug. 12, 2025
- Founders Financial Alliance 2025 Q1 filed May 12, 2025
- Founders Financial Alliance 2024 Q4 filed Feb. 7, 2025
- Founders Financial Alliance 2024 Q3 filed Nov. 1, 2024
- Founders Financial Alliance 2024 Q2 filed Aug. 26, 2024
- Founders Financial Alliance 2024 Q1 filed May 14, 2024
- Founders Financial Alliance 2023 Q4 filed Feb. 9, 2024
- Founders Financial Alliance 2023 Q3 filed Nov. 13, 2023
- Founders Financial Alliance 2023 Q2 filed Aug. 11, 2023
- Founders Financial Alliance 2023 Q1 filed May 15, 2023
- Founders Financial Alliance 2022 Q4 filed Feb. 15, 2023
- Founders Financial Alliance 2022 Q3 filed Nov. 14, 2022
- Founders Financial Alliance 2022 Q2 filed Aug. 15, 2022