Founders Financial Alliance, LLC Reduced Holdings in Q1 2025

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.28K
- 0.99%
$209.68 - $247.1 $268K - $315K
127K $28.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.5K
- 10.54%
$91.45 - $91.75 $778K - $780K
72.2K $6.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-682
- 6.34%
$360.07 - $417.26 $246K - $285K
10.1K $3.64M
FBNC
First Bancorp

Financial Services
-1.34K
- 1.06%
$38.72 - $45.94 $51.7K - $61.4K
124K $4.99M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-13K
- 24.36%
$39.61 - $42.65 $516K - $556K
40.5K $1.65M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-14.8K
- 27.35%
$33.63 - $37.64 $496K - $555K
39.2K $1.45M
TGT
Target Corp

Consumer Defensive
-257
- 3.42%
$103.65 - $142.5 $26.6K - $36.6K
7.25K $756K
QDPL
Pacer Fds Tr Metaurus Us Large
-4.53K
- 9.64%
$36.5 - $40.04 $165K - $181K
42.4K $1.55M
VGT
Vanguard Information Technolog

ETFs
-252
- 24.39%
$542.38 - $646.34 $137K - $163K
781 $423K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-8.07K
- 19.99%
$16.57 - $18.85 $134K - $152K
32.3K $537K
MAR
Marriott International Inc

Consumer Cyclical
-71
- 1.67%
$237.01 - $304.45 $16.8K - $21.6K
4.19K $998K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.44K
- 92.31%
$113.22 - $126.36 $163K - $182K
120 $13K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-691
- 1.29%
$78.0 - $84.37 $53.9K - $58.3K
52.8K $4.22M
GTO
Invesco Actively Managed ETF T

ETFs
-2.57K
- 14.85%
$45.9 - $47.37 $118K - $122K
14.7K $690K
CGGO
Capital Group Global Growth Eq

ETFs
-3K
- 16.25%
$28.33 - $30.84 $85K - $92.5K
15.5K $437K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.6K
- 12.74%
$33.98 - $39.84 $54.4K - $63.7K
11K $375K
IWY
Ishares Tr Russell 200 Growth

ETFs
-69
- 2.22%
$210.19 - $243.33 $14.5K - $16.8K
3.05K $642K
BAC
Bank Of America Corp

Financial Services
-467
- 1.47%
$39.61 - $47.74 $18.5K - $22.3K
31.2K $1.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-124
- 3.2%
$168.84 - $202.89 $20.9K - $25.2K
3.75K $659K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-520
- 16.28%
$120.24 - $134.3 $62.5K - $69.8K
2.67K $325K
IWD
Ishares Russell 1000 Val ETF

ETFs
-625
- 4.42%
$182.82 - $196.21 $114K - $123K
13.5K $2.54M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-123
- 5.76%
$161.27 - $192.3 $19.8K - $23.7K
2.01K $324K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-563
- 41.25%
$96.95 - $116.13 $54.6K - $65.4K
802 $80K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-116
- 0.42%
$9.59 - $11.83 $1.11K - $1.37K
27.6K $264K
TFC
Truist Financial Corp

Financial Services
-100
- 0.37%
$39.48 - $48.15 $3.95K - $4.82K
27.1K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-862
- 21.38%
$87.68 - $94.52 $75.6K - $81.5K
3.17K $296K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-720
- 7.61%
$105.1 - $109.61 $75.7K - $78.9K
8.74K $949K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-236
- 15.76%
$168.16 - $186.21 $39.7K - $43.9K
1.26K $215K
FNB
Fnb Corp

Financial Services
-1.1K
- 4.35%
$13.08 - $15.95 $14.4K - $17.5K
24.2K $325K
NRZ
New Residential Investment Corp.

Real Estate
-5.95K
- 11.92%
N/A
44K $319K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-875
- 19.07%
$44.72 - $46.25 $39.1K - $40.5K
3.71K $171K
CF
Cf Industries Holdings, Inc.

Basic Materials
-75
- 1.83%
$75.03 - $97.25 $5.63K - $7.29K
4.03K $314K
PAVE
Global X Fds Us Infrastructure

ETFs
-837
- 80.4%
$37.31 - $43.82 $31.2K - $36.7K
204 $7K
VOX
Vanguard Communication Service

ETFs
-200
- 25.94%
$147.73 - $169.24 $29.5K - $33.8K
571 $84K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-355
- 12.29%
$92.03 - $93.95 $32.7K - $33.4K
2.53K $233K
IYW
Ishares Dj Us Tech ETF

ETFs
-18
- 1.1%
$140.44 - $166.79 $2.53K - $3K
1.63K $228K
CARR
Carrier Global Corp

Industrials
-18
- 0.3%
$62.07 - $70.55 $1.12K - $1.27K
5.91K $374K
F
Ford Motor CO

Consumer Cyclical
-2.96K
- 21.13%
$9.12 - $10.43 $27K - $30.8K
11K $110K
SNA
Snap On Inc

Industrials
-75
- 7.16%
$324.09 - $358.62 $24.3K - $26.9K
972 $327K
WFC
Wells Fargo & Company

Financial Services
-514
- 7.41%
$66.78 - $81.42 $34.3K - $41.8K
6.42K $460K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.25%
$302.31 - $337.54 $1.21K - $1.35K
1.63K $499K
NEE
Nextera Energy Inc

Utilities
-118
- 0.53%
$66.96 - $76.16 $7.9K - $8.99K
22.2K $1.57M
SOXX
Ishares Semiconductor ETF

ETFs
-31
- 4.25%
$188.17 - $235.81 $5.83K - $7.31K
698 $131K
INTC
Intel Corp

Technology
-2.43K
- 21.18%
$19.1 - $27.39 $46.5K - $66.6K
9.05K $205K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.33K
- 95.12%
$18.36 - $20.51 $24.3K - $27.2K
68 $1K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 39.77%
$18.18 - $19.42 $19.3K - $20.6K
1.61K $29K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-231
- 1.8%
$53.81 - $62.59 $12.4K - $14.5K
12.6K $705K
WSBC
Wesbanco Inc

Financial Services
-53
- 0.47%
$30.36 - $37.08 $1.61K - $1.97K
11.2K $345K
VDC
Vanguard Consumer Staples ETF

ETFs
-99
- 27.65%
$206.54 - $226.16 $20.4K - $22.4K
259 $56K
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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