Founders Financial Alliance, LLC Purchases in Q1 2025

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.78K
+ 160.39%
$554.06 - $615.85 $3.76M - $4.18M
11K $6.19M
PGR
Progressive Corp

Financial Services
12.4K
New
$235.61 - $291.22 $2.91M - $3.6M
12.4K $3.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.26K
+ 230.66%
$468.34 - $539.52 $2.93M - $3.38M
8.97K $4.21M
VTI
Vanguard Total Stock Market Et

ETFs
4.99K
+ 1450.0%
$271.18 - $303.12 $1.35M - $1.51M
5.33K $1.47M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.9K
+ 35.36%
$50.39 - $50.66 $1.25M - $1.26M
95.3K $4.82M
XLF
Financial Sector Spdr

ETFs
19.8K
+ 87.34%
$47.32 - $52.19 $935K - $1.03M
42.4K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
953
+ 15.6%
$442.66 - $534.52 $422K - $509K
7.06K $3.76M
DUK
Duke Energy Corp

Utilities
1.27K
+ 2.34%
$105.87 - $121.97 $134K - $155K
55.5K $6.77M
MCD
Mcdonalds Corp

Consumer Cyclical
2.44K
+ 40.37%
$279.74 - $321.29 $683K - $785K
8.49K $2.65M
PM
Philip Morris International Inc.

Consumer Defensive
451
+ 2.12%
$117.15 - $158.79 $52.8K - $71.6K
21.7K $3.44M
CVX
Chevron Corp

Energy
2.42K
+ 12.88%
$146.71 - $167.97 $355K - $406K
21.2K $3.55M
PULS
Pgim ETF Tr

ETFs
14.8K
+ 9.6%
$49.56 - $49.78 $735K - $739K
169K $8.42M
XLI
Industrial Sector Spdr

ETFs
5.72K
+ 141.27%
$128.78 - $141.67 $737K - $810K
9.77K $1.28M
ABBV
Abb Vie Inc.

Healthcare
272
+ 1.51%
$169.2 - $216.66 $46K - $58.9K
18.3K $3.83M
VEA
Vanguard Ftse Developed Market

ETFs
11.6K
+ 90.02%
$47.4 - $52.99 $551K - $616K
24.6K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
1.79K
+ 2.68%
$50.81 - $60.02 $90.8K - $107K
68.5K $4.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.52K
+ 18.12%
$408.78 - $448.82 $621K - $681K
9.89K $4.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.55K
+ 65.03%
$308.86 - $455.36 $477K - $704K
3.92K $1.38M
XLY
Select Sector Spdr Consumer Di

ETFs
2.98K
+ 435.58%
$192.6 - $233.2 $573K - $694K
3.66K $722K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.25K
+ 43.38%
$169.43 - $182.84 $551K - $595K
10.8K $1.86M
T
At&T Inc.

Communication Services
3.27K
+ 3.99%
$21.56 - $28.28 $70.5K - $92.5K
85.3K $2.41M
XLV
Select Sector Spdr Fund Health

ETFs
3.57K
+ 180.27%
$137.61 - $149.68 $492K - $535K
5.56K $811K
V
Visa Inc.

Financial Services
1.25K
+ 47.38%
$306.92 - $362.71 $384K - $453K
3.89K $1.36M
TJX
Tjx Companies Inc

Consumer Cyclical
4.28K
+ 120.13%
$112.81 - $126.16 $483K - $540K
7.84K $954K
CRM
Salesforce, Inc.

Technology
1.81K
New
$268.36 - $359.95 $485K - $651K
1.81K $485K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 14.57%
$551.42 - $612.93 $701K - $780K
10K $5.59M
JCI
Johnson Controls International PLC

Industrials
5.9K
New
$76.12 - $90.6 $449K - $535K
5.9K $472K
JNJ
Johnson & Johnson

Healthcare
547
+ 3.05%
$142.06 - $167.7 $77.7K - $91.7K
18.5K $3.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.31K
+ 5.0%
$225.19 - $279.95 $295K - $367K
27.5K $6.75M
XOM
Exxon Mobil Corp

Energy
1.54K
+ 6.13%
$105.44 - $118.93 $162K - $183K
26.6K $3.16M
PINS
Pinterest, Inc.

Communication Services
13.6K
+ 135.52%
$29.79 - $40.0 $406K - $545K
23.7K $734K
ROL
Rollins Inc

Consumer Cyclical
5K
+ 24.42%
$45.65 - $54.03 $228K - $270K
25.5K $1.38M
NFLX
Netflix Inc

Communication Services
436
+ 91.6%
$828.4 - $1058.6 $361K - $462K
912 $850K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
868
New
$402.49 - $513.76 $349K - $446K
868 $420K
FNDF
Schwab Fundamental Intl Large

ETFs
11.5K
+ 14980.52%
$32.9 - $37.45 $380K - $432K
11.6K $419K
UNH
Unitedhealth Group Inc

Healthcare
761
+ 79.6%
$461.52 - $548.18 $351K - $417K
1.72K $899K
SYK
Stryker Corp

Healthcare
1.11K
New
$355.18 - $399.9 $395K - $444K
1.11K $413K
NOW
Service Now, Inc.

Technology
511
New
$783.83 - $1170.39 $401K - $598K
511 $406K
ISRG
Intuitive Surgical Inc

Healthcare
787
New
$476.63 - $610.45 $375K - $480K
787 $389K
SPOT
Spotify Technology S.A.

Communication Services
680
New
$457.79 - $648.32 $311K - $441K
680 $374K
PANW
Palo Alto Networks Inc

Technology
2.24K
+ 172.87%
$167.82 - $208.28 $375K - $466K
3.53K $602K
LLY
Eli Lilly & CO

Healthcare
333
+ 21.12%
$725.72 - $929.72 $242K - $310K
1.91K $1.58M
UBER
Uber Technologies, Inc

Technology
4.73K
New
$63.17 - $81.49 $299K - $386K
4.73K $344K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.12K
+ 119.28%
$283.24 - $338.07 $317K - $379K
2.06K $607K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.34K
+ 68.3%
$57.21 - $65.8 $363K - $417K
15.6K $912K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194
+ 91.94%
$1187.71 - $1432.58 $230K - $278K
405 $580K
VO
Vanguard Mid Cap ETF

ETFs
1.3K
+ 91.83%
$251.87 - $277.95 $328K - $362K
2.72K $703K
RMD
Resmed Inc

Healthcare
1.47K
New
$219.7 - $257.65 $323K - $379K
1.47K $329K
HWM
Howmet Aerospace Inc.

Industrials
2.51K
New
$110.79 - $139.39 $278K - $350K
2.51K $326K
Activity Summary
Buys All Purchases 390 New Holdings 82 Increased Positions 308 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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