Founders Financial Alliance, LLC Reduced Holdings in Q2 2025

Founders Financial Alliance, LLC

  • $419 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-33.3K
- 46.71%
$76.44 - $94.13 $2.55M - $3.13M
38K $3.22M
UNH
Unitedhealth Group Inc

Healthcare
-102
- 5.94%
$274.35 - $599.47 $28K - $61.1K
1.62K $503K
UPS
United Parcel Service Inc

Industrials
-3.36K
- 57.66%
$91.92 - $110.2 $309K - $370K
2.47K $249K
MRK
Merck & Co., Inc.

Healthcare
-1.28K
- 7.19%
$73.47 - $87.12 $94.3K - $112K
16.6K $1.31M
TGT
Target Corp

Consumer Defensive
-2.21K
- 30.47%
$88.76 - $105.77 $196K - $234K
5.04K $497K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.05K
- 60.73%
$58.41 - $72.69 $236K - $294K
2.62K $190K
NEE
Nextera Energy Inc

Utilities
-2.82K
- 12.74%
$64.11 - $75.0 $181K - $212K
19.3K $1.34M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.73K
- 51.63%
$74.88 - $91.97 $204K - $251K
2.56K $235K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-4.63K
- 4.53%
$40.64 - $47.27 $188K - $219K
97.7K $4.55M
OKE
Oneok Inc

Energy
-452
- 4.9%
$78.71 - $100.37 $35.6K - $45.4K
8.78K $716K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.92K
- 73.43%
$96.84 - $99.46 $185K - $190K
693 $68K
VBR
Vanguard Small Cap Value ETF

ETFs
-988
- 76.53%
$162.76 - $195.77 $161K - $193K
303 $59K
O
Realty Income Corp

Real Estate
-3.06K
- 31.28%
$52.27 - $58.52 $160K - $179K
6.73K $387K
SPGI
S&P Global Inc.

Financial Services
-374
- 38.96%
$438.31 - $527.29 $164K - $197K
586 $308K
ARCC
Ares Capital Corp

Financial Services
-7.53K
- 23.68%
$18.91 - $22.43 $142K - $169K
24.3K $532K
ABT
Abbott Laboratories

Healthcare
-1.36K
- 30.81%
$123.95 - $138.08 $168K - $188K
3.05K $414K
NOC
Northrop Grumman Corp

Industrials
-312
- 35.21%
$456.3 - $540.39 $142K - $169K
574 $286K
PG
Procter & Gamble CO

Consumer Defensive
-149
- 1.2%
$157.66 - $172.39 $23.5K - $25.7K
12.2K $1.95M
CSX
Csx Corp

Industrials
-6.09K
- 46.91%
$26.69 - $32.91 $163K - $200K
6.89K $224K
XLV
Select Sector Spdr Fund Health

ETFs
-686
- 12.35%
$128.77 - $144.3 $88.3K - $99K
4.87K $656K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.06K
- 94.01%
$72.02 - $73.82 $148K - $152K
131 $9K
MA
Mastercard Inc

Financial Services
-281
- 40.03%
$479.92 - $590.74 $135K - $166K
421 $236K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.71K
- 50.56%
$86.13 - $108.53 $147K - $186K
1.67K $181K
ITW
Illinois Tool Works Inc

Industrials
-582
- 30.08%
$218.41 - $252.43 $127K - $147K
1.35K $334K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.38K
- 97.12%
$37.08 - $42.26 $125K - $143K
100 $4K
OXLC
Oxford Lane Capital Corp.

Financial Services
-4.24K
- 1.84%
$4.01 - $4.96 $17K - $21K
226K $947K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-4.06K
- 42.19%
$39.43 - $49.34 $160K - $200K
5.56K $263K
BMY
Bristol Myers Squibb CO

Healthcare
-241
- 2.91%
$44.12 - $59.6 $10.6K - $14.4K
8.05K $372K
AON
Aon PLC

Financial Services
-103
- 4.77%
$335.85 - $398.81 $34.6K - $41.1K
2.06K $733K
IYG
Ishares Tr

ETFs
-1.67K
- 73.65%
$68.9 - $85.6 $115K - $143K
599 $51K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.34K
- 24.4%
$90.56 - $109.49 $121K - $147K
4.15K $453K
C
Citigroup Inc

Financial Services
-2.58K
- 36.2%
$58.13 - $85.12 $150K - $219K
4.54K $386K
XLB
Select Sector Spdr Fd Material

ETFs
-1.35K
- 75.06%
$74.27 - $88.92 $101K - $120K
450 $39K
KO
Coca Cola CO

Consumer Defensive
-1.36K
- 6.35%
$68.37 - $73.9 $93.2K - $101K
20.1K $1.42M
LLY
Eli Lilly & CO

Healthcare
-31
- 1.62%
$713.71 - $898.95 $22.1K - $27.9K
1.88K $1.46M
CGGO
Capital Group Global Growth Eq

ETFs
-5.2K
- 33.64%
$25.31 - $32.17 $132K - $167K
10.3K $328K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-2.09K
- 1.83%
$13.74 - $15.66 $28.7K - $32.7K
112K $1.67M
CGGR
Capital Group Growth ETF Shs C

ETFs
-4.35K
- 39.67%
$30.53 - $40.65 $133K - $177K
6.61K $268K
SKYY
First Trust Cloud Computing Et

ETFs
-1.06K
- 90.94%
$89.46 - $121.64 $95.2K - $129K
106 $12K
XLU
Utilities Sector Spdr

ETFs
-1.45K
- 32.71%
$73.09 - $82.77 $106K - $120K
2.98K $243K
DVY
Ishares Tr

ETFs
-765
- 34.58%
$118.37 - $134.86 $90.6K - $103K
1.45K $192K
OXY
Occidental Petroleum Corp

Energy
-621
- 6.28%
$36.11 - $49.33 $22.4K - $30.6K
9.27K $389K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-950
- 95.86%
$102.02 - $103.5 $96.9K - $98.3K
41 $4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.41K
- 39.09%
$45.98 - $56.15 $111K - $135K
3.76K $211K
COP
Conocophillips

Energy
-194
- 4.07%
$82.66 - $106.1 $16K - $20.6K
4.58K $410K
IVE
Ishares S&P 500 Value ETF

ETFs
-501
- 31.27%
$168.34 - $195.42 $84.3K - $97.9K
1.1K $215K
AMAT
Applied Materials Inc

Technology
-935
- 43.45%
$126.95 - $183.52 $119K - $172K
1.22K $222K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.7K
- 97.2%
$45.9 - $56.06 $77.9K - $95.2K
49 $2K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-964
- 30.41%
$85.42 - $94.39 $82.3K - $91K
2.21K $207K
Activity Summary
Buys All Purchases 211 New Holdings 16 Increased Positions 195 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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