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
AMGN
Amgen Inc

Healthcare
42
+ 2.74%
$258.59 - $327.36 $10.9K - $13.7K
1.58K $491K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
376
+ 1.51%
$126.11 - $135.06 $47.4K - $50.8K
25.2K $3.25M
VB
Vanguard Small Cap ETF

ETFs
799
+ 15.78%
$217.89 - $252.64 $174K - $202K
5.86K $1.3M
EPD
Enterprise Products Partners L.P.

Energy
1.92K
+ 29.92%
$31.75 - $34.14 $61K - $65.5K
8.34K $284K
VUG
Vanguard Growth ETF

ETFs
637
+ 16.38%
$369.1 - $427.61 $235K - $272K
4.53K $1.68M
CB
Chubb LTD

Financial Services
195
+ 21.89%
$257.71 - $301.99 $50.3K - $58.9K
1.09K $327K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.55K
+ 5.32%
$49.78 - $53.19 $77.2K - $82.4K
30.7K $1.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.67K
+ 3.72%
$27.01 - $28.54 $45.2K - $47.7K
46.7K $1.3M
BP
Bp PLC

Energy
346
+ 2.31%
$29.93 - $35.31 $10.4K - $12.2K
15.3K $516K
C
Citigroup Inc

Financial Services
987
+ 16.1%
$67.23 - $84.63 $66.4K - $83.5K
7.12K $505K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
13.4K
+ 15.1%
$5.87 - $6.26 $78.8K - $84.1K
102K $602K
NXST
Nexstar Media Group, Inc.

Communication Services
1
+ 0.03%
$146.34 - $182.75 $146 - $183
3.02K $541K
EQT
Eqt Corp

Energy
84
+ 1.05%
$46.16 - $54.25 $3.88K - $4.56K
8.08K $431K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1.12K
+ 61.25%
$58.38 - $64.16 $65.6K - $72.1K
2.96K $175K
OXLC
Oxford Lane Capital Corp.

Financial Services
28.3K
+ 14.07%
$4.3 - $5.17 $122K - $147K
230K $1.08M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
844
+ 3376.0%
$67.16 - $87.51 $56.7K - $73.9K
869 $62K
NOC
Northrop Grumman Corp

Industrials
46
+ 5.48%
$433.45 - $513.82 $19.9K - $23.6K
886 $453K
ADP
Automatic Data Processing Inc

Industrials
125
+ 8.21%
$286.85 - $318.64 $35.9K - $39.8K
1.65K $503K
SKYY
First Trust Cloud Computing Et

ETFs
637
+ 119.51%
$102.23 - $131.18 $65.1K - $83.6K
1.17K $119K
EFA
Ishares Tr Msci Eafe ETF

ETFs
527
+ 25.3%
$74.85 - $84.89 $39.4K - $44.7K
2.61K $213K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
3.41K
+ 10.91%
$22.77 - $24.73 $77.6K - $84.3K
34.6K $805K
BTI
British American Tobacco P.L.C.

Consumer Defensive
102
+ 1.07%
$35.35 - $42.74 $3.61K - $4.36K
9.62K $397K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
457
+ 21.04%
$97.38 - $104.52 $44.5K - $47.8K
2.63K $268K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.63K
+ 1718.95%
$28.11 - $32.0 $45.9K - $52.3K
1.73K $53K
COP
Conocophillips

Energy
226
+ 4.97%
$88.6 - $105.85 $20K - $23.9K
4.77K $501K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 1.56%
$890.62 - $1076.86 $15.1K - $18.3K
1.11K $1.05M
DE
Deere & CO

Industrials
31
+ 4.33%
$408.57 - $509.27 $12.7K - $15.8K
747 $350K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
4.05K
+ 12.22%
$18.37 - $19.62 $74.4K - $79.4K
37.2K $685K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.26K
+ 6.77%
$12.18 - $12.91 $39.7K - $42.1K
51.5K $637K
PAYX
Paychex Inc

Industrials
111
+ 5.67%
$136.06 - $154.52 $15.1K - $17.2K
2.07K $319K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.76K
+ 39.88%
$47.79 - $59.89 $84.1K - $105K
6.17K $309K
HD
Home Depot, Inc.

Consumer Cyclical
439
+ 8.32%
$347.25 - $424.87 $152K - $187K
5.72K $2.09M
DX
Dynex Capital Inc

Real Estate
2.58K
+ 12.15%
$12.18 - $14.42 $31.4K - $37.1K
23.8K $309K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.26K
+ 4.58%
$48.02 - $53.02 $108K - $120K
51.6K $2.56M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
206
+ 38.36%
$196.12 - $229.48 $40.4K - $47.3K
743 $150K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
256
+ 30.92%
$128.74 - $138.67 $33K - $35.5K
1.08K $147K
IBB
Ishares Biotechnology ETF

ETFs
296
+ 558.49%
$127.9 - $140.56 $37.9K - $41.6K
349 $44K
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.06%
$161.24 - $173.33 $484 - $520
4.8K $819K
PHK
Pimco High Income Fund

Financial Services
7.02K
+ 10.82%
$4.85 - $4.98 $34K - $35K
71.9K $351K
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
CMCSA
Comcast Corp

Communication Services
875
+ 12.94%
$33.19 - $38.23 $29K - $33.5K
7.64K $281K
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
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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