Founders Financial Alliance, LLC Purchases in Q2 2025

Founders Financial Alliance, LLC

  • $419 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RY
Royal Bank Of Canada

Financial Services
7
+ 0.07%
$108.36 - $131.55 $759 - $921
9.88K $1.3M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.29%
$146.58 - $180.01 $3.66K - $4.5K
8.6K $1.52M
BAC
Bank Of America Corp

Financial Services
95
+ 0.3%
$34.39 - $47.46 $3.27K - $4.51K
31.3K $1.48M
AXP
American Express CO

Financial Services
124
+ 4.5%
$231.39 - $318.98 $28.7K - $39.6K
2.88K $918K
SPYG
Spdr Portfolio

ETFs
863
+ 13.82%
$71.83 - $95.32 $62K - $82.3K
7.11K $677K
HWM
Howmet Aerospace Inc.

Industrials
160
+ 6.37%
$112.33 - $186.13 $18K - $29.8K
2.67K $497K
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.38%
$243.75 - $303.93 $4.88K - $6.08K
5.35K $1.63M
XLF
Financial Sector Spdr

ETFs
686
+ 1.62%
$43.92 - $52.37 $30.1K - $35.9K
43.1K $2.25M
VRT
Vertiv Holdings CO

Industrials
1.62K
New
N/A
1.62K $140K
BTU
Peabody Energy Corp

Energy
10.2K
+ 45.9%
$10.31 - $15.28 $106K - $156K
32.6K $436K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.96K
+ 3.79%
$43.28 - $50.37 $84.7K - $98.6K
53.6K $2.68M
QDPL
Pacer Fds Tr Metaurus Us Large
2
+ 0.0%
$32.46 - $39.77 $64.9 - $79.5
42.4K $1.67M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.03%
$187.5 - $246.51 $188 - $247
3.05K $751K
FDN
First Tr Fd Dow Jones

ETFs
23
+ 1.07%
$200.29 - $269.33 $4.61K - $6.19K
2.16K $582K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
732
+ 4.68%
$51.16 - $62.02 $37.4K - $45.4K
16.4K $1.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
617
+ 14.0%
$57.46 - $75.58 $35.5K - $46.6K
5.02K $379K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
624
+ 1.54%
$37.18 - $42.55 $23.2K - $26.6K
41.1K $1.75M
FTC
First Tr Lge Cap Growth

ETFs
352
+ 15.91%
$116.97 - $150.97 $41.2K - $53.1K
2.56K $387K
CRM
Salesforce, Inc.

Technology
326
+ 18.03%
$236.26 - $291.15 $77K - $94.9K
2.13K $581K
VZ
Verizon Communications Inc

Communication Services
3.38K
+ 12.64%
$41.67 - $45.62 $141K - $154K
30.1K $1.3M
IEFA
Ishares Tr

ETFs
317
+ 3.93%
$67.83 - $84.09 $21.5K - $26.7K
8.39K $699K
IVW
Ishares S&P 500 Growth ETF

ETFs
381
+ 15.74%
$82.96 - $110.1 $31.6K - $41.9K
2.8K $308K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.05%
$139.8 - $197.22 $140 - $197
2.01K $396K
XLG
Invesco Exchange Traded Fd Tr

ETFs
315
+ 3.73%
$40.94 - $52.1 $12.9K - $16.4K
8.76K $456K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.98K
+ 13.68%
$13.86 - $18.24 $27.4K - $36.1K
16.4K $299K
SHW
Sherwin Williams CO

Basic Materials
194
+ 22.0%
$313.51 - $363.51 $60.8K - $70.5K
1.08K $369K
CARR
Carrier Global Corp

Industrials
25
+ 0.42%
$55.55 - $75.83 $1.39K - $1.9K
5.94K $434K
WMB
Williams Companies, Inc.

Energy
346
+ 2.98%
$54.33 - $62.87 $18.8K - $21.8K
12K $751K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2
+ 0.06%
$106.81 - $136.49 $214 - $273
3.59K $489K
PYPL
Pay Pal Holdings, Inc.

Financial Services
237
+ 5.72%
$57.41 - $74.81 $13.6K - $17.7K
4.38K $325K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
584
+ 19.74%
$52.66 - $64.01 $30.8K - $37.4K
3.54K $226K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
886
+ 22.4%
$34.72 - $42.74 $30.8K - $37.9K
4.84K $206K
USFR
Wisdomtree Floating Rate Treas

ETFs
951
+ 3.04%
$50.28 - $50.47 $47.8K - $48K
32.2K $1.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.02%
$39.89 - $49.46 $79.8 - $98.9
11.1K $546K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
979
+ 26.37%
$45.12 - $46.23 $44.2K - $45.3K
4.69K $216K
KKR
Kkr & Co. Inc.

Financial Services
50
+ 2.29%
$92.79 - $134.29 $4.64K - $6.71K
2.24K $297K
VIG
Vanguard Dividend Appreciation

ETFs
228
+ 2.42%
N/A
9.66K $1.76M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.89%
$451.58 - $565.94 $3.16K - $3.96K
794 $431K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
474
+ 1.37%
$20.31 - $24.1 $9.63K - $11.4K
35.1K $846K
CTAS
Cintas Corp

Industrials
2
+ 0.09%
$190.11 - $227.66 $380 - $455
2.33K $520K
QCOM
Qualcomm Inc

Technology
44
+ 0.79%
$124.66 - $159.48 $5.49K - $7.02K
5.63K $896K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.47K
+ 1596.3%
$87.84 - $1441.89 $568K - $9.32M
6.87K $619K
VFH
Vanguard Financial ETF

ETFs
15
+ 0.32%
$104.87 - $127.3 $1.57K - $1.91K
4.71K $599K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.97K
+ 6.11%
$14.97 - $16.79 $29.5K - $33.1K
34.3K $573K
EPD
Enterprise Products Partners L.P.

Energy
2K
+ 23.99%
$28.95 - $34.22 $57.9K - $68.4K
10.3K $320K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.14%
$154.86 - $239.07 $155 - $239
699 $166K
IEMG
Ishares Inc

ETFs
665
+ 8.31%
N/A
8.67K $464K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
632
+ 2.29%
$8.65 - $10.52 $5.47K - $6.65K
28.2K $296K
FTA
First Tr Large Cap Value

ETFs
242
+ 4.37%
$67.12 - $78.63 $16.2K - $19K
5.79K $454K
Activity Summary
Buys All Purchases 211 New Holdings 16 Increased Positions 195 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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