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
PODD
Insulet Corp

Healthcare
1.22K
+ 120.57%
$237.06 - $288.29 $289K - $351K
2.23K $585K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
784
+ 21.61%
$507.05 - $563.67 $398K - $442K
4.41K $2.27M
SHW
Sherwin Williams CO

Basic Materials
882
New
$330.16 - $365.55 $291K - $322K
882 $307K
WDAY
Workday, Inc.

Technology
1.31K
New
$233.53 - $277.82 $305K - $363K
1.31K $305K
EFX
Equifax Inc

Industrials
1.25K
New
$235.63 - $278.34 $294K - $348K
1.25K $304K
ALL
Allstate Corp

Financial Services
1.46K
New
$180.99 - $210.18 $264K - $307K
1.46K $302K
CEG
Constellation Energy Corp

Utilities
1.5K
New
$201.63 - $347.44 $302K - $520K
1.5K $301K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.77K
+ 20.29%
$67.03 - $74.61 $387K - $431K
34.2K $2.33M
VZ
Verizon Communications Inc

Communication Services
3.74K
+ 16.25%
$37.81 - $46.49 $141K - $174K
26.7K $1.21M
CSCO
Cisco Systems, Inc.

Technology
3.78K
+ 15.99%
$58.74 - $64.87 $222K - $245K
27.4K $1.69M
RTX
Raytheon Technologies Corp

Industrials
907
+ 8.89%
$114.1 - $135.66 $103K - $123K
11.1K $1.47M
GWW
W.W. Grainger, Inc.

Industrials
294
New
$953.54 - $1132.42 $280K - $333K
294 $290K
ELV
Elevance Health, Inc.

Healthcare
663
New
$365.9 - $436.25 $243K - $289K
663 $288K
IBM
International Business Machines Corp

Technology
210
+ 2.64%
$217.4 - $264.74 $45.7K - $55.6K
8.17K $2.03M
HTGC
Hercules Capital, Inc.

Financial Services
14.5K
New
$18.01 - $22.0 $261K - $319K
14.5K $278K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.43K
+ 20.99%
$50.29 - $50.5 $273K - $274K
31.3K $1.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.15K
New
$65.15 - $91.81 $270K - $381K
4.15K $270K
ADSK
Autodesk, Inc.

Technology
1.08K
New
N/A
1.08K $264K
MSCI
Msci Inc.

Financial Services
462
New
$541.46 - $628.34 $250K - $290K
462 $261K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.07K
New
$208.48 - $244.03 $223K - $261K
1.07K $260K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.09K
New
$106.31 - $123.73 $222K - $259K
2.09K $258K
CVS
Cvs Health Corp

Healthcare
349
+ 3.42%
$44.22 - $68.64 $15.4K - $24K
10.5K $714K
META
Meta Platforms, Inc.

Communication Services
506
+ 18.08%
$576.36 - $736.67 $292K - $373K
3.3K $1.9M
KKR
Kkr & Co. Inc.

Financial Services
2.19K
New
$108.17 - $167.07 $236K - $365K
2.19K $252K
PG
Procter & Gamble CO

Consumer Defensive
1.29K
+ 11.65%
$158.56 - $176.26 $205K - $228K
12.4K $2.11M
FCNCA
First Citizens Bancshares Inc

Financial Services
150
+ 133.93%
$1728.36 - $2231.14 $259K - $335K
262 $485K
BKR
Baker Hughes CO

Energy
5.62K
New
$41.16 - $48.85 $231K - $274K
5.62K $246K
LPLA
Lpl Financial Holdings Inc.

Financial Services
753
New
$308.87 - $383.33 $233K - $289K
753 $246K
KO
Coca Cola CO

Consumer Defensive
704
+ 3.39%
$60.81 - $72.32 $42.8K - $50.9K
21.5K $1.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.25K
+ 90.68%
$42.5 - $46.71 $223K - $245K
11K $500K
LHX
L3 Harris Technologies, Inc.

Industrials
1.17K
New
$194.65 - $222.86 $227K - $260K
1.17K $244K
AGNC
Agnc Investment Corp.

Real Estate
20K
+ 14.63%
$9.12 - $10.54 $182K - $211K
157K $1.5M
ZTS
Zoetis Inc.

Healthcare
1.46K
New
$156.48 - $175.67 $229K - $257K
1.46K $241K
TRV
Travelers Companies, Inc.

Financial Services
907
New
$232.43 - $265.13 $211K - $240K
907 $239K
XLU
Utilities Sector Spdr

ETFs
2.97K
+ 204.05%
$74.7 - $80.27 $222K - $238K
4.43K $349K
SBUX
Starbucks Corp

Consumer Cyclical
1.66K
+ 15.59%
$91.75 - $115.81 $152K - $192K
12.3K $1.21M
HUBS
Hubspot Inc

Technology
414
New
$571.29 - $819.71 $237K - $339K
414 $236K
HAS
Hasbro, Inc.

Consumer Cyclical
3.77K
New
$56.16 - $69.06 $212K - $260K
3.77K $231K
LNT
Alliant Energy Corp

Utilities
3.55K
New
$56.66 - $66.04 $201K - $235K
3.55K $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
658
New
$275.89 - $345.24 $182K - $227K
658 $227K
SO
Southern CO

Utilities
2.43K
New
$80.96 - $92.96 $197K - $226K
2.43K $223K
NTRA
Natera, Inc.

Healthcare
1.55K
New
$132.63 - $177.0 $206K - $275K
1.55K $219K
MU
Micron Technology Inc

Technology
2.51K
New
$86.89 - $109.38 $218K - $275K
2.51K $218K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.83K
New
$119.38 - $161.42 $218K - $295K
1.83K $218K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
8.87K
New
$24.57 - $26.23 $218K - $233K
8.87K $217K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.3K
New
$157.11 - $206.52 $203K - $267K
1.3K $217K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 14.39%
N/A
9.43K $1.72M
GDDY
Go Daddy Inc.

Technology
1.18K
New
$172.13 - $214.35 $204K - $254K
1.18K $213K
ETR
Entergy Corp

Utilities
2.5K
New
$75.26 - $87.89 $188K - $220K
2.5K $213K
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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