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
EFV
Msci Eafe Value ETF

ETFs
-577
- 30.84%
$52.4 - $64.65 $30.2K - $37.3K
1.29K $82K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-348
- 22.51%
$77.74 - $78.78 $27.1K - $27.4K
1.2K $94K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-481
- 78.72%
$51.1 - $53.29 $24.6K - $25.6K
130 $6K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-481
- 89.57%
$49.73 - $51.44 $23.9K - $24.7K
56 $2K
ALL
Allstate Corp

Financial Services
-70
- 4.79%
$180.53 - $212.64 $12.6K - $14.9K
1.39K $279K
GWW
W.W. Grainger, Inc.

Industrials
-36
- 12.24%
$919.93 - $1101.66 $33.1K - $39.7K
258 $268K
XLP
Consumer Staples Sector Spdr

ETFs
-290
- 39.84%
N/A
438 $33K
PNNT
Pennantpark Investment Corp

Financial Services
-1.37K
- 2.15%
$5.91 - $7.08 $8.08K - $9.68K
62.1K $424K
GRMN
Garmin LTD

Technology
-52
- 3.86%
$173.63 - $218.07 $9.03K - $11.3K
1.3K $270K
VIS
Vanguard Industrial ETF

ETFs
-100
- 48.54%
$220.04 - $280.07 $22K - $28K
106 $29K
VNQ
Vanguard Specialized Funds Van

ETFs
-218
- 34.94%
$79.79 - $91.42 $17.4K - $19.9K
406 $36K
CION
Cion Investment Corp

Financial Services
-89
- 0.36%
$8.68 - $10.48 $773 - $933
24.6K $235K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-709
- 51.04%
$25.27 - $27.14 $17.9K - $19.2K
680 $18K
UNP
Union Pacific Corp

Industrials
-4
- 0.14%
$208.27 - $238.46 $833 - $954
2.94K $675K
T
At&T Inc.

Communication Services
-2.58K
- 3.02%
$26.33 - $28.94 $67.9K - $74.6K
82.7K $2.39M
PHK
Pimco High Income Fund

Financial Services
-2.39K
- 3.32%
$4.43 - $4.88 $10.6K - $11.7K
69.5K $333K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-4
- 0.16%
$101.91 - $134.83 $408 - $539
2.53K $317K
WPC
W. P. Carey Inc.

Real Estate
-109
- 0.87%
$56.12 - $64.53 $6.12K - $7.03K
12.5K $777K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-136
- 24.95%
$103.88 - $123.68 $14.1K - $16.8K
409 $50K
IYH
Ishares Tr

ETFs
-250
- 76.92%
$53.97 - $60.17 $13.5K - $15K
75 $4K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-156
- 29.66%
$83.97 - $92.85 $13.1K - $14.5K
370 $32K
D
Dominion Energy, Inc

Utilities
-407
- 2.27%
$49.66 - $58.0 $20.2K - $23.6K
17.5K $991K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-671
- 14.52%
$33.13 - $40.67 $22.2K - $27.3K
3.95K $160K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-492
- 71.62%
$26.18 - $26.93 $12.9K - $13.2K
195 $5K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-69
- 5.33%
$136.63 - $176.62 $9.43K - $12.2K
1.23K $206K
JKHY
Henry Jack & Associates Inc

Technology
-41
- 3.53%
$163.54 - $186.02 $6.71K - $7.63K
1.12K $201K
VDC
Vanguard Consumer Staples ETF

ETFs
-50
- 19.31%
$204.89 - $224.73 $10.2K - $11.2K
209 $45K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.77K
- 13.44%
$29.15 - $44.46 $110K - $168K
24.3K $1.05M
RNR
Renaissancere Holdings LTD

Financial Services
-51
- 5.77%
$220.37 - $253.95 $11.2K - $13K
833 $202K
WDAY
Workday, Inc.

Technology
-76
- 5.81%
$210.47 - $274.71 $16K - $20.9K
1.23K $295K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-360
- 52.17%
$23.54 - $27.53 $8.47K - $9.91K
330 $8K
EWJ
Ishares Msci Japan ETF

ETFs
-121
- 82.31%
$61.32 - $75.28 $7.42K - $9.11K
26 $1K
MDT
Medtronic PLC

Healthcare
-25
- 1.06%
$80.68 - $88.86 $2.02K - $2.22K
2.33K $203K
RDVY
First Trust Rising Dividend Ac

ETFs
-491
- 8.95%
$51.6 - $62.74 $25.3K - $30.8K
4.99K $313K
GDDY
Go Daddy Inc.

Technology
-35
- 2.96%
$162.11 - $192.36 $5.67K - $6.73K
1.15K $206K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-78
- 4.62%
$66.5 - $71.25 $5.19K - $5.56K
1.61K $112K
ITB
Ishares Tr

ETFs
-71
- 50.35%
$85.52 - $96.61 $6.07K - $6.86K
70 $6K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-203
- 93.98%
$24.46 - $33.16 $4.97K - $6.73K
13 $0
DE
Deere & CO

Industrials
-70
- 9.37%
$412.99 - $531.48 $28.9K - $37.2K
677 $344K
ALTY
Global X Funds Global X Altern

ETFs
-514
- 7.38%
$10.7 - $11.77 $5.5K - $6.05K
6.45K $75K
ADSK
Autodesk, Inc.

Technology
-23
- 2.14%
N/A
1.05K $258K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-139
- 76.37%
$32.62 - $33.58 $4.53K - $4.67K
43 $1K
VOX
Vanguard Communication Service

ETFs
-100
- 17.51%
$133.12 - $171.03 $13.3K - $17.1K
471 $80K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-60
- 9.9%
$75.05 - $77.34 $4.5K - $4.64K
546 $42K
FV
First Trust Dorsey Wright Focu

ETFs
-536
- 8.37%
$48.43 - $59.26 $26K - $31.8K
5.87K $347K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-81
- 7.57%
$50.1 - $51.02 $4.06K - $4.13K
989 $50K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-74
- 3.54%
$109.83 - $131.67 $8.13K - $9.74K
2.02K $255K
HEFA
Ishares Currency Hedged Msci E

ETFs
-218
- 7.27%
$32.11 - $38.21 $7K - $8.33K
2.78K $105K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-33
- 4.44%
$47.55 - $50.44 $1.57K - $1.66K
710 $35K
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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