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
IWR
Ishares Russell Mid Cap ETF

ETFs
-17
- 0.32%
$82.81 - $92.93 $1.41K - $1.58K
5.29K $450K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-354
- 23.03%
$51.52 - $52.37 $18.2K - $18.5K
1.18K $61K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-357
- 78.46%
$37.33 - $45.03 $13.3K - $16.1K
98 $3K
PID
Invesco Exchange Traded Fd Tr

ETFs
-663
- 6.46%
N/A
9.6K $171K
PFF
Ishares Trust Ishares Pfd And

ETFs
-253
- 5.54%
$30.73 - $32.26 $7.77K - $8.16K
4.32K $132K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1
- 0.01%
$12.94 - $14.29 $12.9 - $14.3
12.9K $169K
MUB
Ishares National Muni Bond ETF

ETFs
-83
- 9.98%
$104.71 - $107.69 $8.69K - $8.94K
749 $78K
VGSH
Vanguard

ETFs
-160
- 66.12%
$58.07 - $58.69 $9.29K - $9.39K
82 $4K
OEF
Ishares S&P 100 ETF

ETFs
-33
- 5.91%
N/A
525 $139K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-134
- 11.13%
$50.87 - $51.09 $6.82K - $6.85K
1.07K $54K
ITB
Ishares Tr

ETFs
-48
- 25.4%
$93.86 - $111.45 $4.51K - $5.35K
141 $13K
IFV
First Trust Dorsey Wright Inte

ETFs
-292
- 23.74%
$18.61 - $20.59 $5.43K - $6.01K
938 $18K
MDIV
First Trust Multi Asset Divers

ETFs
-338
- 13.2%
$16.02 - $16.68 $5.41K - $5.64K
2.22K $36K
BOTZ
Global X Fds

ETFs
-125
- 75.76%
$28.46 - $34.53 $3.56K - $4.32K
40 $1K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-70
- 21.41%
$54.25 - $57.64 $3.8K - $4.03K
257 $14K
HYD
Vaneck High Yield Muni ETF

ETFs
-15
- 0.79%
$50.79 - $52.53 $762 - $788
1.89K $96K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-67
- 2.5%
$95.85 - $99.25 $6.42K - $6.65K
2.61K $257K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-103
- 1.22%
$81.83 - $82.73 $8.43K - $8.52K
8.32K $688K
AOA
Ishares Tr Core Aggressive All

ETFs
-17
- 3.21%
$75.7 - $80.01 $1.29K - $1.36K
512 $39K
PICK
Ishares Inc Msci Global Select

ETFs
-50
- 45.45%
$34.93 - $38.35 $1.75K - $1.92K
60 $2K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-16
- 2.95%
$85.29 - $92.57 $1.36K - $1.48K
526 $47K
Global X Fds
-1.47K
- 41.76%
N/A
2.05K $0
T Rowe Price ETF Inc
-3.13K
- 28.19%
N/A
7.96K $0
Gsk PLC
-614
- 10.24%
N/A
5.38K $0
JGRO
J P Morgan Exchange Traded Fd
-340
- 9.56%
N/A
3.22K $0
IGLB
Ishares 10+ Year Investment Gr

ETFs
-24
- 3.13%
$48.32 - $51.22 $1.16K - $1.23K
743 $37K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-3
- 0.15%
$42.93 - $44.71 $129 - $134
1.96K $85K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-57
- 3.26%
$66.9 - $71.57 $3.81K - $4.08K
1.69K $119K
Strategic Trust
-4.1K
- 32.8%
N/A
8.4K $0
HEFA
Ishares Currency Hedged Msci E

ETFs
-57
- 1.87%
$34.83 - $37.52 $1.99K - $2.14K
3K $108K
UBCP
United Bancorp Inc

Financial Services
-933
- 2.55%
$12.41 - $14.03 $11.6K - $13.1K
35.7K $479K
EFV
Msci Eafe Value ETF

ETFs
-54
- 2.81%
$51.88 - $60.73 $2.8K - $3.28K
1.87K $110K
YUM
Yum Brands Inc

Consumer Cyclical
-393
- 11.63%
$123.25 - $162.53 $48.4K - $63.9K
2.99K $470K
SHEL
Shell PLC

Energy
-96
- 2.74%
$62.84 - $73.29 $6.03K - $7.04K
3.41K $249K
BMY
Bristol Myers Squibb CO

Healthcare
-95
- 1.13%
$53.9 - $63.11 $5.12K - $6K
8.29K $505K
NVS
Novartis Ag

Healthcare
-27
- 1.09%
$97.14 - $115.57 $2.62K - $3.12K
2.46K $273K
ABT
Abbott Laboratories

Healthcare
-198
- 4.3%
$111.1 - $140.22 $22K - $27.8K
4.41K $584K
WPC
W. P. Carey Inc.

Real Estate
-750
- 5.63%
$53.5 - $65.05 $40.1K - $48.8K
12.6K $793K
AON
Aon PLC

Financial Services
-2
- 0.09%
$348.44 - $409.32 $697 - $819
2.16K $862K
XLE
Energy Sector Spdr

ETFs
-1.98K
- 2.7%
$85.7 - $93.96 $170K - $186K
71.3K $6.66M
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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