Founders Financial Alliance, LLC Incresed Positions in Q4 2024

Founders Financial Alliance, LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
909
+ 0.71%
$221.69 - $259.02 $202K - $235K
129K $32.2M
AMZN
Amazon Com Inc

Consumer Cyclical
5.03K
+ 14.84%
$180.88 - $232.93 $910K - $1.17M
38.9K $8.54M
JPM
Jpmorgan Chase & CO

Financial Services
4.1K
+ 18.53%
$205.18 - $250.29 $840K - $1.03M
26.2K $6.28M
GOOGL
Alphabet Inc.

Communication Services
3.22K
+ 14.44%
$161.86 - $196.66 $522K - $634K
25.5K $4.83M
WMT
Walmart Inc.

Consumer Defensive
8.6K
+ 52.33%
$79.1 - $95.7 $680K - $823K
25K $2.26M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.23K
+ 967.28%
$160.89 - $176.18 $680K - $745K
4.66K $754K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.63K
+ 4783.64%
$241.48 - $274.89 $635K - $723K
2.69K $681K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.76K
+ 100.62%
$174.22 - $187.62 $655K - $706K
7.5K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
843
+ 95.47%
$486.1 - $608.57 $410K - $513K
1.73K $988K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
961
+ 36.03%
$521.84 - $558.82 $501K - $537K
3.63K $1.95M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.4K
+ 81.32%
$216.72 - $244.71 $303K - $342K
3.12K $732K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.89K
+ 1767.44%
$46.94 - $51.62 $324K - $356K
7.28K $363K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.82K
+ 11.21%
$44.33 - $49.55 $347K - $387K
77.6K $3.48M
TSLA
Tesla, Inc.

Consumer Cyclical
171
+ 10.55%
$213.65 - $479.86 $36.5K - $82.1K
1.79K $723K
IVV
Ishares Core S&P 500 ETF

ETFs
373
+ 9.67%
$570.51 - $610.59 $213K - $228K
4.23K $2.49M
MCD
Mcdonalds Corp

Consumer Cyclical
1.08K
+ 21.63%
$288.47 - $316.54 $310K - $341K
6.05K $1.75M
CVX
Chevron Corp

Energy
1.88K
+ 11.12%
$141.15 - $162.53 $265K - $306K
18.8K $2.72M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.67K
+ 7.37%
$80.93 - $85.66 $297K - $315K
53.5K $4.33M
HON
Honeywell International Inc

Industrials
27
+ 0.29%
$202.84 - $236.0 $5.48K - $6.37K
9.22K $2.08M
V
Visa Inc.

Financial Services
248
+ 10.38%
$273.87 - $320.91 $67.9K - $79.6K
2.64K $833K
UAN
Cvr Partners, LP

Basic Materials
41
+ 0.24%
$65.06 - $81.6 $2.67K - $3.35K
17.3K $1.31M
WM
Waste Management Inc

Industrials
840
+ 21.16%
$201.79 - $228.46 $170K - $192K
4.81K $970K
BAC
Bank Of America Corp

Financial Services
207
+ 0.66%
$39.22 - $47.77 $8.12K - $9.89K
31.7K $1.39M
NFLX
Netflix Inc

Communication Services
72
+ 17.82%
$687.65 - $936.56 $49.5K - $67.4K
476 $424K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 1.25%
$172.07 - $207.36 $11K - $13.3K
5.2K $1.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 0.53%
$567.81 - $607.81 $26.1K - $28K
8.73K $5.12M
SPYG
Spdr Portfolio

ETFs
1.17K
+ 23.37%
$81.74 - $91.38 $96K - $107K
6.2K $544K
DIS
Walt Disney CO

Communication Services
144
+ 1.99%
$92.39 - $117.6 $13.3K - $16.9K
7.37K $820K
META
Meta Platforms, Inc.

Communication Services
128
+ 4.79%
$554.08 - $632.68 $70.9K - $81K
2.8K $1.65M
MO
Altria Group, Inc.

Consumer Defensive
599
+ 0.91%
$49.06 - $57.74 $29.4K - $34.6K
66.7K $3.49M
KMI
Kinder Morgan, Inc.

Energy
174
+ 0.85%
$22.59 - $28.54 $3.93K - $4.97K
20.7K $568K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
337
+ 5.84%
$442.29 - $483.08 $149K - $163K
6.11K $2.77M
WFC
Wells Fargo & Company

Financial Services
75
+ 1.09%
$54.98 - $77.35 $4.12K - $5.8K
6.94K $487K
OXSQ
Oxford Square Capital Corp.

Financial Services
47K
+ 124.13%
$2.41 - $2.98 $113K - $140K
84.9K $207K
AXP
American Express CO

Financial Services
107
+ 4.18%
$267.35 - $305.57 $28.6K - $32.7K
2.67K $792K
WMB
Williams Companies, Inc.

Energy
47
+ 0.43%
$46.37 - $59.74 $2.18K - $2.81K
10.9K $589K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2K
+ 4.22%
$50.53 - $55.55 $101K - $111K
49.3K $2.52M
DE
Deere & CO

Industrials
209
+ 41.22%
$389.45 - $466.0 $81.4K - $97.4K
716 $303K
OKE
Oneok Inc

Energy
16
+ 0.18%
$92.28 - $117.05 $1.48K - $1.87K
8.97K $900K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
3.81K
+ 13.0%
$18.81 - $19.59 $71.6K - $74.6K
33.1K $639K
EQT
Eqt Corp

Energy
67
+ 0.85%
$35.62 - $46.89 $2.39K - $3.14K
7.99K $368K
FDN
First Tr Fd Dow Jones

ETFs
7
+ 0.33%
$210.5 - $257.24 $1.47K - $1.8K
2.12K $514K
DFS
Discover Financial Services

Financial Services
2
+ 0.1%
$136.3 - $182.67 $273 - $365
1.91K $330K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.12K
+ 7.85%
$51.09 - $55.27 $108K - $117K
29.1K $1.49M
EMR
Emerson Electric CO

Industrials
22
+ 0.56%
$108.13 - $134.33 $2.38K - $2.96K
3.94K $488K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
6.32K
+ 39.88%
$11.1 - $12.03 $70.1K - $76K
22.2K $249K
MNST
Monster Beverage Corp

Consumer Defensive
1.05K
+ 18.27%
$49.24 - $56.38 $51.7K - $59.2K
6.8K $357K
FTC
First Tr Lge Cap Growth

ETFs
337
+ 18.38%
$130.13 - $149.09 $43.9K - $50.2K
2.17K $298K
VIG
Vanguard Dividend Appreciation

ETFs
302
+ 3.8%
N/A
8.24K $1.5M
Activity Summary
Buys All Purchases 265 New Holdings 16 Increased Positions 249 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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