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
MMM
3 M CO

Industrials
45
+ 2.89%
$129.7 - $155.12 $5.84K - $6.98K
1.6K $235K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.16K
+ 14.28%
$11.13 - $11.61 $35.2K - $36.7K
25.3K $283K
IYC
Ishares U.S. Consumer Discreti

ETFs
396
+ 252.23%
$85.71 - $101.2 $33.9K - $40.1K
553 $48K
VOE
Vanguard Mid Cap Value Index F

ETFs
236
+ 5.06%
$156.61 - $168.02 $37K - $39.7K
4.9K $786K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
790
+ 16.82%
$102.49 - $119.96 $81K - $94.8K
5.49K $573K
PNNT
Pennantpark Investment Corp

Financial Services
4.85K
+ 8.27%
$6.78 - $7.27 $32.9K - $35.3K
63.5K $446K
MA
Mastercard Inc

Financial Services
26
+ 3.85%
$504.67 - $576.31 $13.1K - $15K
702 $384K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
937
New
$29.5 - $33.51 $27.6K - $31.4K
937 $28K
MPW
Medical Properties Trust Inc

Real Estate
261
+ 2.07%
$3.83 - $6.21 $1K - $1.62K
12.8K $77K
XLC
Select Sector Spdr Tr Communic

ETFs
297
+ 9.63%
$94.84 - $105.31 $28.2K - $31.3K
3.38K $326K
KMI
Kinder Morgan, Inc.

Energy
126
+ 0.61%
$26.1 - $31.22 $3.29K - $3.93K
20.9K $595K
FVD
First Tr Value Line Divid Inde

ETFs
387
+ 4.52%
$42.61 - $45.51 $16.5K - $17.6K
8.95K $399K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 15.93%
$45.72 - $51.73 $53K - $60K
8.44K $388K
COF
Capital One Financial Corp

Financial Services
129
+ 10.02%
$163.87 - $209.82 $21.1K - $27.1K
1.42K $254K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
3.61K
+ 9.63%
$11.63 - $13.3 $42K - $48K
41.1K $478K
VIS
Vanguard Industrial ETF

ETFs
100
+ 94.34%
$243.63 - $273.99 $24.4K - $27.4K
206 $50K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
333
New
$73.27 - $96.21 $24.4K - $32K
333 $24K
HAL
Halliburton CO

Energy
1.41K
+ 19.02%
$24.15 - $29.9 $34.1K - $42.2K
8.83K $224K
KR
Kroger CO

Consumer Defensive
3
+ 0.09%
$58.36 - $67.72 $175 - $203
3.32K $224K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
391
+ 177.73%
$50.82 - $52.7 $19.9K - $20.6K
611 $32K
BTU
Peabody Energy Corp

Energy
8.78K
+ 64.83%
$12.48 - $20.86 $110K - $183K
22.3K $302K
KRE
Spdr S&P Regional Banking ETF

ETFs
375
+ 31.25%
$55.11 - $65.5 $20.7K - $24.6K
1.58K $89K
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
+ 59.21%
$222.15 - $428.22 $236K - $454K
2.85K $739K
IEMG
Ishares Inc

ETFs
293
+ 3.8%
N/A
8K $429K
ITW
Illinois Tool Works Inc

Industrials
107
+ 5.85%
$244.9 - $274.48 $26.2K - $29.4K
1.94K $479K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
181
+ 13.26%
$76.94 - $78.28 $13.9K - $14.2K
1.55K $121K
USRT
Ishares Core U.S. Reit ETF

ETFs
275
New
$55.14 - $60.29 $15.2K - $16.6K
275 $15K
XLP
Consumer Staples Sector Spdr

ETFs
196
+ 36.84%
N/A
728 $55K
OKE
Oneok Inc

Energy
258
+ 2.88%
$89.57 - $109.85 $23.1K - $28.3K
9.23K $915K
EMLP
First Tr Exchange Traded Iv

ETFs
126
+ 2.32%
$35.79 - $38.28 $4.51K - $4.82K
5.57K $208K
EFG
Msci Eafe Growth ETF

ETFs
64
+ 3.6%
$96.1 - $106.37 $6.15K - $6.81K
1.84K $184K
SCHP
Schwab Strategic Us Tips ETF

ETFs
492
+ 252.31%
$25.69 - $26.89 $12.6K - $13.2K
687 $18K
VOT
Vanguard Mid Cap Growth Index

ETFs
147
+ 5.47%
$237.72 - $276.98 $34.9K - $40.7K
2.83K $693K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
163
+ 14.29%
$58.32 - $65.09 $9.51K - $10.6K
1.3K $78K
IWM
Ishares Russell 2000 ETF

ETFs
94
+ 30.32%
$198.1 - $229.79 $18.6K - $21.6K
404 $80K
IDV
Ishares Tr

ETFs
10
+ 0.34%
$27.0 - $31.7 $270 - $317
2.98K $92K
QCOM
Qualcomm Inc

Technology
72
+ 1.31%
$151.94 - $175.86 $10.9K - $12.7K
5.58K $857K
NUE
Nucor Corp

Basic Materials
27
+ 1.33%
$114.48 - $142.52 $3.09K - $3.85K
2.05K $246K
VFH
Vanguard Financial ETF

ETFs
23
+ 0.49%
$114.07 - $127.34 $2.62K - $2.93K
4.7K $561K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36
+ 1.14%
$33.84 - $37.77 $1.22K - $1.36K
3.19K $116K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
96
+ 9.82%
$77.7 - $78.94 $7.46K - $7.58K
1.07K $84K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11
+ 0.46%
$78.97 - $85.82 $869 - $944
2.38K $197K
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.3%
$85.68 - $97.5 $685 - $780
2.71K $253K
VCIT
Vanguard Intermediate Term Cor

ETFs
86
+ 16.26%
$79.17 - $82.04 $6.81K - $7.06K
615 $50K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
355
+ 9.33%
$23.32 - $23.84 $8.28K - $8.46K
4.16K $97K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
94
+ 93.07%
$95.53 - $112.45 $8.98K - $10.6K
195 $18K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
143
+ 52.0%
$43.6 - $49.84 $6.23K - $7.13K
418 $19K
CION
Cion Investment Corp

Financial Services
2.91K
+ 13.36%
$10.35 - $12.55 $30.1K - $36.5K
24.7K $255K
VNQ
Vanguard Specialized Funds Van

ETFs
73
+ 13.25%
$85.55 - $94.34 $6.25K - $6.89K
624 $56K
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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