Founders Financial Alliance, LLC Reduced Holdings in Q3 2024

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-2.16K
- 47.46%
$253.74 - $291.56 $548K - $629K
2.39K $657K
XLE
Energy Sector Spdr

ETFs
-1.89K
- 2.24%
$84.35 - $93.39 $160K - $177K
82.6K $7.26M
MRK
Merck & Co., Inc.

Healthcare
-1.72K
- 10.21%
$111.15 - $128.97 $192K - $222K
15.2K $1.72M
LLY
Eli Lilly & CO

Healthcare
-240
- 11.29%
$772.14 - $960.02 $185K - $230K
1.89K $1.67M
GTO
Invesco Actively Managed ETF T

ETFs
-5.8K
- 25.13%
$46.22 - $48.77 $268K - $283K
17.3K $834K
PG
Procter & Gamble CO

Consumer Defensive
-1.84K
- 14.4%
$160.76 - $177.82 $295K - $326K
10.9K $1.89M
GOOG
Alphabet Inc.

Communication Services
-425
- 5.43%
$149.54 - $192.66 $63.6K - $81.9K
7.4K $1.24M
CVX
Chevron Corp

Energy
-76
- 0.45%
$137.88 - $161.97 $10.5K - $12.3K
16.9K $2.49M
QCOM
Qualcomm Inc

Technology
-22
- 0.4%
$156.12 - $209.64 $3.43K - $4.61K
5.51K $936K
OXY
Occidental Petroleum Corp

Energy
-200
- 1.9%
$49.91 - $63.73 $9.98K - $12.7K
10.3K $533K
INTC
Intel Corp

Technology
-436
- 3.6%
$18.9 - $34.87 $8.24K - $15.2K
11.7K $274K
AMAT
Applied Materials Inc

Technology
-32
- 1.49%
$174.88 - $254.97 $5.6K - $8.16K
2.12K $427K
SPGI
S&P Global Inc.

Financial Services
-264
- 26.67%
$446.32 - $527.38 $118K - $139K
726 $375K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-727
- 18.54%
$113.45 - $126.18 $82.5K - $91.7K
3.19K $403K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.42K
- 10.9%
$71.86 - $78.56 $174K - $190K
19.8K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-178
- 5.97%
$434.77 - $502.96 $77.4K - $89.5K
2.8K $1.37M
TIP
Ishares Tr Tips Bd ETF

ETFs
-545
- 43.46%
$105.92 - $110.83 $57.7K - $60.4K
709 $78K
SHEL
Shell PLC

Energy
-191
- 2.86%
$65.65 - $73.28 $12.5K - $14K
6.5K $428K
WFC
Wells Fargo & Company

Financial Services
-490
- 6.67%
$51.58 - $60.97 $25.3K - $29.9K
6.86K $387K
ROL
Rollins Inc

Consumer Cyclical
-1.72K
- 7.4%
$45.93 - $51.4 $79K - $88.4K
21.5K $1.09M
CMCSA
Comcast Corp

Communication Services
-1.57K
- 18.99%
$37.33 - $41.78 $58.5K - $65.4K
6.68K $279K
UBCP
United Bancorp Inc

Financial Services
-4.51K
- 12.02%
$11.46 - $13.78 $51.7K - $62.1K
33K $433K
EFV
Msci Eafe Value ETF

ETFs
-835
- 30.31%
$51.72 - $57.96 $43.2K - $48.4K
1.92K $110K
OEF
Ishares S&P 100 ETF

ETFs
-108
- 16.22%
$266.03 - $266.03 $28.7K - $28.7K
558 $148K
DIS
Walt Disney CO

Communication Services
-24
- 0.33%
$85.6 - $98.61 $2.05K - $2.37K
7.23K $695K
WM
Waste Management Inc

Industrials
-7
- 0.18%
$196.96 - $223.45 $1.38K - $1.56K
3.97K $824K
KRE
Spdr S&P Regional Banking ETF

ETFs
-650
- 35.14%
$47.94 - $59.23 $31.2K - $38.5K
1.2K $67K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.18K
- 21.84%
$22.38 - $23.66 $26.3K - $27.8K
4.2K $98K
NUE
Nucor Corp

Basic Materials
-50
- 2.49%
$137.77 - $166.14 $6.89K - $8.31K
1.96K $294K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-385
- 3.38%
$332.02 - $382.76 $128K - $147K
11K $4.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-391
- 63.99%
$50.85 - $53.88 $19.9K - $21.1K
220 $11K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-254
- 23.48%
$125.95 - $142.04 $32K - $36.1K
828 $117K
BUG
Global X Fds Cybersecurity ETF

ETFs
-740
- 22.44%
$27.33 - $31.1 $20.2K - $23K
2.56K $79K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-152
- 8.52%
$283.28 - $314.39 $43.1K - $47.8K
1.63K $513K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-1.36K
- 4.66%
$10.91 - $12.02 $14.9K - $16.4K
27.9K $325K
BLK
Black Rock Inc.

Financial Services
-95
- 20.04%
$782.27 - $949.51 $74.3K - $90.2K
379 $359K
TFLO
Ishares Treasury Floating Rate

ETFs
-272
- 11.37%
$50.42 - $50.66 $13.7K - $13.8K
2.12K $107K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-579
- 29.42%
$26.01 - $27.41 $15.1K - $15.9K
1.39K $37K
ALTY
Global X Funds Global X Altern

ETFs
-1.53K
- 17.68%
$11.23 - $12.09 $17.1K - $18.4K
7.1K $85K
IYE
Ishares Tr

ETFs
-243
- 32.71%
$44.44 - $49.18 $10.8K - $12K
500 $23K
IXN
Ishares Global Information Tec

ETFs
-135
- 32.37%
$73.0 - $87.81 $9.86K - $11.9K
282 $23K
KMB
Kimberly Clark Corp

Consumer Defensive
-128
- 8.09%
$135.05 - $148.35 $17.3K - $19K
1.46K $207K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-10
- 5.18%
$268.61 - $337.37 $2.69K - $3.37K
183 $51K
LXU
Lsb Industries, Inc.

Basic Materials
-450
- 1.01%
$7.06 - $9.36 $3.18K - $4.21K
44.2K $355K
VLUE
Ishares Msci Usa Value Factor

ETFs
-100
- 46.51%
$99.14 - $109.18 $9.91K - $10.9K
115 $12K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-305
- 30.65%
$24.59 - $27.83 $7.5K - $8.49K
690 $17K
PFF
Ishares Trust Ishares Pfd And

ETFs
-548
- 10.77%
$31.18 - $33.5 $17.1K - $18.4K
4.54K $150K
BAC
Bank Of America Corp

Financial Services
-147
- 0.46%
$36.65 - $44.13 $5.39K - $6.49K
31.5K $1.25M
IEMG
Ishares Inc

ETFs
-160
- 2.08%
$53.64 - $53.64 $8.58K - $8.58K
7.51K $403K
Activity Summary
Buys All Purchases 255 New Holdings 41 Increased Positions 214 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email