Founders Financial Alliance, LLC Sells in Q4 2024

Founders Financial Alliance, LLC

  • $356 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-9.37K
- 11.34%
$83.32 - $97.27 $781K - $912K
73.3K $6.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.7K
- 16.29%
$50.37 - $50.6 $690K - $693K
70.4K $3.55M
DUK
Duke Energy Corp

Utilities
-2.35K
- 4.15%
$105.76 - $120.76 $248K - $284K
54.2K $5.84M
ABBV
Abb Vie Inc.

Healthcare
-1.45K
- 7.44%
$164.99 - $203.87 $239K - $296K
18K $3.2M
CVS
Cvs Health Corp

Healthcare
-6.9K
- 40.36%
$43.78 - $67.46 $302K - $465K
10.2K $457K
LLY
Eli Lilly & CO

Healthcare
-309
- 16.38%
$727.2 - $932.06 $225K - $288K
1.58K $1.22M
AMGN
Amgen Inc

Healthcare
-1.01K
- 39.69%
$258.78 - $328.31 $261K - $332K
1.54K $400K
AMD
Advanced Micro Devices Inc

Technology
-154
- 1.69%
$118.88 - $172.8 $18.3K - $26.6K
8.98K $1.09M
JNJ
Johnson & Johnson

Healthcare
-597
- 3.22%
$143.34 - $165.86 $85.6K - $99K
17.9K $2.59M
FCX
Freeport Mcmoran Inc

Basic Materials
-315
- 1.24%
$38.08 - $50.82 $12K - $16K
25.1K $954K
WPC
W. P. Carey Inc.

Real Estate
-2.28K
- 14.58%
$53.44 - $61.33 $122K - $140K
13.3K $726K
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.85K
- 15.81%
$50.23 - $50.46 $244K - $245K
25.8K $1.3M
MRK
Merck & Co., Inc.

Healthcare
-69
- 0.46%
$96.31 - $114.76 $6.65K - $7.92K
15.1K $1.5M
BP
Bp PLC

Energy
-5.86K
- 28.17%
$28.16 - $33.14 $165K - $194K
14.9K $441K
SHEL
Shell PLC

Energy
-2.99K
- 46.02%
$60.63 - $70.23 $181K - $210K
3.51K $219K
VZ
Verizon Communications Inc

Communication Services
-1.82K
- 7.35%
$39.6 - $45.21 $72.2K - $82.4K
23K $918K
NEWT
Newtek Business Services Corp.

Financial Services
-16.4K
- 35.98%
$12.14 - $15.46 $199K - $254K
29.2K $373K
TGT
Target Corp

Consumer Defensive
-216
- 2.8%
$121.59 - $160.69 $26.3K - $34.7K
7.5K $1.01M
AGNC
Agnc Investment Corp.

Real Estate
-1.58K
- 1.14%
$9.21 - $10.59 $14.5K - $16.7K
137K $1.26M
IRM
Iron Mountain Inc

Real Estate
-485
- 5.11%
$101.62 - $128.14 $49.3K - $62.1K
9.01K $946K
MXI
Ishares Global Materials ETF

ETFs
-1.76K
- 64.21%
$77.6 - $93.04 $137K - $164K
982 $76K
SPMD
Spdr Portfolio

ETFs
-3.19K
- 3.68%
$54.13 - $59.56 $172K - $190K
83.4K $4.56M
DVY
Ishares Tr

ETFs
-1.24K
- 44.49%
$129.55 - $143.41 $161K - $178K
1.55K $203K
PULS
Pgim ETF Tr

ETFs
-2.76K
- 1.76%
$49.51 - $49.79 $137K - $138K
155K $7.66M
AMT
American Tower Corp

Real Estate
-226
- 8.61%
$179.4 - $232.01 $40.5K - $52.4K
2.4K $440K
WSBC
Wesbanco Inc

Financial Services
-6.75K
- 37.57%
$28.7 - $36.45 $194K - $246K
11.2K $364K
RY
Royal Bank Of Canada

Financial Services
-931
- 8.87%
$119.72 - $128.02 $111K - $119K
9.57K $1.15M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-6.19K
- 5.5%
$15.05 - $16.03 $93.1K - $99.2K
106K $1.62M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-953
- 6.92%
$56.27 - $69.89 $53.6K - $66.6K
12.8K $727K
ROL
Rollins Inc

Consumer Cyclical
-1.06K
- 4.91%
$46.35 - $51.59 $49K - $54.5K
20.5K $949K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2K
- 18.38%
$33.77 - $44.09 $67.5K - $88.2K
8.88K $301K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-963
- 1.18%
$91.29 - $91.8 $87.9K - $88.4K
80.7K $7.37M
O
Realty Income Corp

Real Estate
-485
- 5.78%
$51.76 - $64.71 $25.1K - $31.4K
7.91K $422K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-705
- 2.76%
$126.68 - $134.74 $89.3K - $95K
24.8K $3.17M
CAT
Caterpillar Inc

Industrials
-34
- 1.12%
$360.37 - $416.88 $12.3K - $14.2K
3K $1.09M
PFE
Pfizer Inc

Healthcare
-803
- 2.85%
$24.8 - $30.19 $19.9K - $24.2K
27.4K $727K
LXU
Lsb Industries, Inc.

Basic Materials
-8.51K
- 19.26%
$7.53 - $9.56 $64.1K - $81.4K
35.7K $270K
BTU
Peabody Energy Corp

Energy
-350
- 2.52%
$19.81 - $29.8 $6.93K - $10.4K
13.5K $283K
COST
Costco Wholesale Corp

Consumer Defensive
-125
- 10.28%
$873.59 - $994.69 $109K - $124K
1.09K $999K
VEA
Vanguard Ftse Developed Market

ETFs
-209
- 1.59%
$47.57 - $52.44 $9.94K - $11K
12.9K $617K
MPW
Medical Properties Trust Inc

Real Estate
-8.78K
- 41.1%
$3.72 - $5.77 $32.7K - $50.7K
12.6K $49K
IWD
Ishares Russell 1000 Val ETF

ETFs
-30
- 0.21%
$183.23 - $199.79 $5.5K - $5.99K
14.1K $2.62M
UPS
United Parcel Service Inc

Industrials
-121
- 2.3%
$122.65 - $138.35 $14.8K - $16.7K
5.13K $646K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.8K
- 71.74%
$33.39 - $37.66 $60.1K - $67.8K
709 $23K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-75
- 0.79%
$106.56 - $113.11 $7.99K - $8.48K
9.46K $1.01M
VTV
Vanguard Value ETF

ETFs
-148
- 2.12%
$168.32 - $181.87 $24.9K - $26.9K
6.84K $1.16M
AOA
Ishares Tr Core Aggressive All

ETFs
-750
- 58.64%
$76.61 - $79.88 $57.5K - $59.9K
529 $40K
IEFA
Ishares Tr

ETFs
-9
- 0.12%
$70.06 - $77.43 $631 - $697
7.36K $517K
NVS
Novartis Ag

Healthcare
-94
- 3.65%
$96.78 - $117.18 $9.1K - $11K
2.48K $241K
Activity Summary
Buys All Purchases 265 New Holdings 16 Increased Positions 249 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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