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
EMB
Ishares Tr

ETFs
1
+ 0.43%
$88.64 - $92.03 $88.6 - $92
231 $20K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31
+ 1.22%
$11.22 - $11.8 $348 - $366
2.58K $28K
ITM
Vaneck Intermediate Muni ETF

ETFs
6
+ 0.48%
$45.21 - $46.67 $271 - $280
1.27K $57K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4
+ 0.67%
$50.25 - $55.9 $201 - $224
603 $31K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
30
+ 0.4%
$14.31 - $15.69 $429 - $471
7.52K $108K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1
+ 0.2%
$83.18 - $89.27 $83.2 - $89.3
509 $42K
CSX
Csx Corp

Industrials
1.1K
+ 9.24%
$29.11 - $33.67 $32K - $37K
13K $382K
CMF
Ishares California Muni Bond E

ETFs
5
+ 0.5%
$55.93 - $57.47 $280 - $287
1.01K $56K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.35%
$122.59 - $135.24 $245 - $270
572 $72K
VV
Vanguard Large Cap ETF

ETFs
9
+ 2.65%
$253.32 - $282.66 $2.28K - $2.54K
349 $89K
PEP
Pepsico Inc

Consumer Defensive
114
+ 1.27%
$142.64 - $156.42 $16.3K - $17.8K
9.09K $1.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
180
+ 8.04%
$92.45 - $106.69 $16.6K - $19.2K
2.42K $224K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
40
+ 0.32%
$21.6 - $23.19 $864 - $928
12.4K $274K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.27%
$25.58 - $29.24 $205 - $234
2.95K $77K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1
+ 0.14%
$60.91 - $71.4 $60.9 - $71.4
698 $43K
DFS
Discover Financial Services

Financial Services
3
+ 0.16%
$152.99 - $203.25 $459 - $610
1.91K $326K
FV
First Trust Dorsey Wright Focu

ETFs
388
+ 6.45%
$53.91 - $63.03 $20.9K - $24.5K
6.4K $351K
FXR
First Trust Industrials/Produc

ETFs
156
+ 5.16%
$68.3 - $79.81 $10.7K - $12.5K
3.18K $221K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.13%
$81.62 - $96.63 $81.6 - $96.6
756 $62K
UPS
United Parcel Service Inc

Industrials
697
+ 13.59%
$109.66 - $136.26 $76.4K - $95K
5.83K $640K
AOS
Smith A O Corp

Industrials
21
+ 0.62%
$65.16 - $72.69 $1.37K - $1.53K
3.41K $223K
FTC
First Tr Lge Cap Growth

ETFs
41
+ 1.89%
$127.87 - $148.89 $5.24K - $6.1K
2.21K $290K
RYLD
Global X Fds Russell 2000 Cove

ETFs
112
+ 1.46%
$14.93 - $16.85 $1.67K - $1.89K
7.77K $117K
CSQ
Calamos Strategic Total Return Fund

Financial Services
744
+ 5.42%
$15.97 - $18.5 $11.9K - $13.8K
14.5K $234K
UAN
Cvr Partners, LP

Basic Materials
60
+ 0.35%
$72.23 - $83.94 $4.33K - $5.04K
17.4K $1.31M
FNK
First Trust Mid Cap Value Alph

ETFs
10
+ 0.35%
$48.96 - $55.86 $490 - $559
2.87K $144K
FXD
First Tr Exchange Traded Fd

ETFs
152
+ 5.24%
$56.39 - $68.12 $8.57K - $10.4K
3.05K $176K
PFE
Pfizer Inc

Healthcare
763
+ 2.78%
$25.01 - $27.13 $19.1K - $20.7K
28.2K $714K
CAT
Caterpillar Inc

Industrials
263
+ 8.76%
$326.75 - $407.63 $85.9K - $107K
3.27K $1.08M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3
+ 0.08%
$119.84 - $136.1 $360 - $408
3.59K $433K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.05%
$120.29 - $134.6 $120 - $135
2.16K $263K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 0.41%
$64.88 - $72.1 $1.75K - $1.95K
6.66K $438K
NEWT
Newtek Business Services Corp.

Financial Services
326
+ 1.12%
$11.86 - $13.34 $3.87K - $4.35K
29.5K $353K
HBAN
Huntington Bancshares Inc

Financial Services
142
+ 0.76%
$14.28 - $17.39 $2.03K - $2.47K
18.8K $282K
EMR
Emerson Electric CO

Industrials
289
+ 7.34%
$108.64 - $131.17 $31.4K - $37.9K
4.23K $463K
ORCL
Oracle Corp

Technology
778
+ 15.09%
$139.81 - $186.47 $109K - $145K
5.94K $829K
AMAT
Applied Materials Inc

Technology
7
+ 0.33%
$145.06 - $195.51 $1.02K - $1.37K
2.15K $312K
ADBE
Adobe Inc.

Technology
135
+ 9.13%
$377.84 - $464.11 $51K - $62.7K
1.61K $618K
FDN
First Tr Fd Dow Jones

ETFs
24
+ 1.13%
$221.38 - $266.86 $5.31K - $6.4K
2.14K $475K
RY
Royal Bank Of Canada

Financial Services
307
+ 3.21%
$108.81 - $123.4 $33.4K - $37.9K
9.88K $1.11M
SPYG
Spdr Portfolio

ETFs
49
+ 0.79%
$80.05 - $92.39 $3.92K - $4.53K
6.25K $501K
CMI
Cummins Inc

Industrials
1
+ 0.07%
$312.92 - $386.07 $313 - $386
1.34K $419K
AXP
American Express CO

Financial Services
87
+ 3.26%
$255.39 - $325.87 $22.2K - $28.4K
2.76K $741K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.55K
+ 8.44%
$40.03 - $46.81 $262K - $307K
84.1K $3.43M
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 16.33%
$156.06 - $207.71 $188K - $250K
8.57K $1.34M
DIS
Walt Disney CO

Communication Services
289
+ 3.92%
$96.87 - $114.0 $28K - $32.9K
7.66K $756K
AMD
Advanced Micro Devices Inc

Technology
765
+ 8.52%
$96.63 - $129.55 $73.9K - $99.1K
9.75K $1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
267
+ 5.13%
$165.25 - $224.62 $44.1K - $60K
5.47K $908K
ETN
Eaton Corp PLC

Industrials
717
+ 13.24%
$271.83 - $371.23 $195K - $266K
6.13K $1.67M
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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