Founders Financial Alliance, LLC Incresed Positions in Q1 2025

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCNCA
First Citizens Bancshares Inc

Financial Services
150
+ 133.93%
$1728.36 - $2231.14 $259K - $335K
262 $485K
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
AGNC
Agnc Investment Corp.

Real Estate
20K
+ 14.63%
$9.12 - $10.54 $182K - $211K
157K $1.5M
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
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 14.39%
N/A
9.43K $1.72M
ENB
Enbridge Inc

Energy
4.12K
+ 31.31%
$41.54 - $45.45 $171K - $187K
17.3K $766K
GD
General Dynamics Corp

Industrials
690
+ 87.79%
$241.94 - $272.58 $167K - $188K
1.48K $402K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.02K
+ 10.1%
$76.77 - $82.22 $155K - $166K
22.1K $1.75M
WM
Waste Management Inc

Industrials
175
+ 3.64%
$200.54 - $233.78 $35.1K - $40.9K
4.99K $1.15M
AEP
American Electric Power CO Inc

Utilities
108
+ 1.09%
$90.32 - $109.27 $9.75K - $11.8K
10K $1.09M
BA
Boeing CO

Industrials
1.1K
+ 53.66%
$148.15 - $186.25 $163K - $205K
3.15K $536K
MNST
Monster Beverage Corp

Consumer Defensive
2.27K
+ 33.33%
$46.16 - $58.58 $105K - $133K
9.06K $530K
WMT
Walmart Inc.

Consumer Defensive
2.65K
+ 10.59%
$84.5 - $105.05 $224K - $278K
27.7K $2.43M
VTV
Vanguard Value ETF

ETFs
831
+ 12.16%
$167.73 - $179.21 $139K - $149K
7.67K $1.32M
LMT
Lockheed Martin Corp

Industrials
485
+ 37.45%
$423.19 - $506.29 $205K - $246K
1.78K $795K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
8.06K
+ 7.59%
$15.0 - $15.91 $121K - $128K
114K $1.78M
TXN
Texas Instruments Inc

Technology
799
+ 32.52%
N/A
3.26K $633K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.8K
+ 189.47%
$75.32 - $84.77 $136K - $153K
2.75K $224K
O
Realty Income Corp

Real Estate
1.88K
+ 23.73%
$51.67 - $58.49 $97K - $110K
9.79K $567K
CTAS
Cintas Corp

Industrials
496
+ 27.02%
$182.09 - $208.14 $90.3K - $103K
2.33K $479K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.92K
+ 734.35%
$71.17 - $73.66 $137K - $142K
2.19K $160K
INTU
Intuit Inc

Technology
247
+ 35.8%
$555.63 - $630.23 $137K - $156K
937 $575K
HON
Honeywell International Inc

Industrials
1.28K
+ 13.87%
$202.75 - $226.52 $259K - $289K
10.5K $2.22M
MS
Morgan Stanley

Financial Services
1.35K
+ 71.45%
$111.68 - $141.08 $151K - $190K
3.24K $377K
ACN
Accenture PLC

Technology
574
+ 57.69%
$300.91 - $398.25 $173K - $229K
1.57K $489K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.32K
+ 2143.87%
$39.18 - $43.52 $130K - $145K
3.48K $145K
AMT
American Tower Corp

Real Estate
260
+ 10.84%
$173.46 - $217.6 $45.1K - $56.6K
2.66K $578K
VBR
Vanguard Small Cap Value ETF

ETFs
757
+ 141.76%
$183.02 - $207.75 $139K - $157K
1.29K $240K
SLV
I Shares Silver Trust

ETFs
766
+ 3.37%
$26.93 - $31.32 $20.6K - $24K
23.5K $728K
UNP
Union Pacific Corp

Industrials
438
+ 17.51%
$225.21 - $254.42 $98.6K - $111K
2.94K $694K
GLD
Spdr Gold Trust

ETFs
57
+ 2.44%
$243.19 - $288.14 $13.9K - $16.4K
2.4K $690K
RSG
Republic Services, Inc.

Industrials
287
+ 22.33%
$200.09 - $242.16 $57.4K - $69.5K
1.57K $380K
GE
General Electric CO

Industrials
9
+ 0.25%
$168.59 - $212.13 $1.52K - $1.91K
3.58K $716K
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 41.5%
$64.98 - $124.62 $73.3K - $141K
3.85K $324K
GS
Goldman Sachs Group Inc

Financial Services
300
+ 17.38%
$524.81 - $672.19 $157K - $202K
2.03K $1.11M
SPGI
S&P Global Inc.

Financial Services
218
+ 29.38%
$478.26 - $543.77 $104K - $119K
960 $487K
XLB
Select Sector Spdr Fd Material

ETFs
1.35K
+ 300.89%
$83.19 - $90.99 $113K - $123K
1.8K $155K
FCX
Freeport Mcmoran Inc

Basic Materials
2.97K
+ 11.85%
$34.5 - $43.01 $102K - $128K
28K $1.06M
WMB
Williams Companies, Inc.

Energy
737
+ 6.77%
$54.02 - $61.09 $39.8K - $45K
11.6K $694K
MRK
Merck & Co., Inc.

Healthcare
2.76K
+ 18.28%
$83.01 - $101.02 $229K - $279K
17.8K $1.6M
IVE
Ishares S&P 500 Value ETF

ETFs
533
+ 49.86%
$185.78 - $198.58 $99K - $106K
1.6K $305K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.49K
+ 1472.28%
$67.43 - $75.54 $100K - $112K
1.59K $108K
ARCC
Ares Capital Corp

Financial Services
4.12K
+ 14.9%
$21.28 - $23.81 $87.7K - $98.1K
31.8K $704K
XAR
Spdr S&P Aerospace & Defense E

ETFs
716
+ 23.14%
$157.71 - $180.77 $113K - $129K
3.81K $612K
TMO
Thermo Fisher Scientific Inc.

Healthcare
213
+ 44.28%
$497.6 - $606.74 $106K - $129K
694 $345K
DVY
Ishares Tr

ETFs
665
+ 42.99%
$128.58 - $138.1 $85.5K - $91.8K
2.21K $297K
IEFA
Ishares Tr

ETFs
707
+ 9.6%
$69.57 - $78.65 $49.2K - $55.6K
8.07K $610K
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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