Founders Financial Alliance, LLC
CIK Number: 0001832190
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 230.03 | +1.43% | 127.47K | -0.99% | 28.32M | 138.86 | 6.86% | Share |
| 2 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 149.43K | +5.28% | 16.2M | 34.23 | 3.92% | Share |
| 3 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 33.52K | +6.69% | 12.58M | 263.2 | 3.05% | Share |
| 4 | PULS | PGIM Ultra Shor... | 49.72 | +0.04% | 169.38K | +9.60% | 8.42M | 49.52 | 2.04% | Share |
| 5 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 43.07K | +10.62% | 8.2M | 158.87 | 1.99% | Share |
| 6 | DUK | Duke Energy Cor... | 122.12 | +0.63% | 55.52K | +2.34% | 6.77M | 92.56 | 1.64% | Share |
| 7 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 27.51K | +5.00% | 6.75M | 139.29 | 1.64% | Share |
| 8 | XLE | Energy Select S... | 89.10 | -0.01% | 71.3K | -2.7% | 6.66M | 80.77 | 1.61% | Share |
| 9 | BIL | SPDR Bloomberg ... | 91.57 | +0.01% | 72.15K | -10.54% | 6.62M | 91.42 | 1.60% | Share |
| 10 | IVV | iShares Core S&... | 660.91 | +0.83% | 11.01K | +160.39% | 6.19M | 518.19 | 1.50% | Share |
| 11 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 10K | +14.57% | 5.59M | 380.48 | 1.36% | Share |
| 12 | FBNC | First Bancorp | 55.23 | +0.90% | 124.3K | -1.06% | 4.99M | 24.2 | 1.21% | Share |
| 13 | JPST | JPMorgan Ultra-... | 50.66 | +0.01% | 95.3K | +35.36% | 4.83M | 50.33 | 1.17% | Share |
| 14 | DGRS | WisdomTree U.S.... | 51.46 | +2.12% | 102.31K | +4.01% | 4.76M | 49 | 1.15% | Share |
| 15 | SPMD | SPDR Portfolio ... | 58.30 | +1.67% | 84.51K | +1.28% | 4.33M | 52.53 | 1.05% | Share |
| 16 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 52.83K | -1.29% | 4.22M | 75.56 | 1.02% | Share |
| 17 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 8.97K | +230.66% | 4.21M | 427.37 | 1.02% | Share |
| 18 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 24.9K | +12.89% | 4.17M | 59.59 | 1.01% | Share |
| 19 | DIA | SPDR Dow Jones ... | 461.95 | +1.32% | 9.89K | +18.12% | 4.15M | 346.65 | 1.01% | Share |
| 20 | MO | Altria Group, I... | 66.36 | +0.20% | 68.5K | +2.68% | 4.11M | 42.2 | 1.00% | Share |
| 21 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 26.58K | +4.08% | 4.11M | 114.15 | 1.00% | Share |
| 22 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 18.3K | +1.51% | 3.83M | 120.49 | 0.93% | Share |
| 23 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 7.06K | +15.60% | 3.76M | 318.43 | 0.91% | Share |
| 24 | IWF | iShares Russell... | 458.61 | +0.52% | 10.07K | -6.34% | 3.64M | 218.67 | 0.88% | Share |
| 25 | CVX | Chevron Corpora... | 158.25 | +0.29% | 21.21K | +12.88% | 3.55M | 118.5 | 0.86% | Share |
| 26 | PGR | The Progressive... | 248.78 | +0.96% | 12.35K | +100.00% | 3.5M | 283.01 | 0.85% | Share |
| 27 | PM | Philip Morris I... | 167.91 | +1.57% | 21.68K | +2.12% | 3.44M | 84.58 | 0.83% | Share |
| 28 | SPSM | SPDR Portfolio ... | 46.80 | +1.99% | 84.12K | +8.44% | 3.43M | 40.11 | 0.83% | Share |
| 29 | VYM | Vanguard High D... | 142.04 | +0.90% | 25.23K | +1.51% | 3.25M | 117.8 | 0.79% | Share |
| 30 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 26.57K | +6.13% | 3.16M | 87.87 | 0.77% | Share |
| 31 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 18.47K | +3.05% | 3.06M | 158.62 | 0.74% | Share |
| 32 | TBIL | US Treasury 3 M... | 49.91 | +0.02% | 55.64K | +100.00% | 2.78M | 50.01 | 0.67% | Share |
| 33 | LOW | Lowe's Companie... | 272.34 | +2.17% | 11.91K | -0.98% | 2.78M | 183.21 | 0.67% | Share |
| 34 | MCD | McDonald's Corp... | 308.37 | +0.79% | 8.49K | +40.37% | 2.65M | 261.99 | 0.64% | Share |
| 35 | DON | WisdomTree U.S.... | 53.25 | +1.54% | 51.6K | +4.58% | 2.56M | 48.14 | 0.62% | Share |
| 36 | IWD | iShares Russell... | 203.85 | +1.30% | 13.52K | -4.42% | 2.54M | 119.51 | 0.62% | Share |
| 37 | WMT | Walmart Inc. | 102.63 | +2.21% | 27.67K | +10.59% | 2.43M | 66.3 | 0.59% | Share |
| 38 | T | AT&T Inc. | 29.48 | +0.98% | 85.32K | +3.99% | 2.41M | 18.12 | 0.58% | Share |
| 39 | SPTM | SPDR Portfolio ... | 79.80 | +0.91% | 34.21K | +20.29% | 2.33M | 64.78 | 0.56% | Share |
| 40 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 4.41K | +21.61% | 2.27M | 450.81 | 0.55% | Share |
| 41 | HON | Honeywell Inter... | 215.31 | +1.71% | 10.49K | +13.87% | 2.22M | 200.75 | 0.54% | Share |
| 42 | XBIL | The RBB Fund, I... | 50.09 | -0.02% | 44.08K | +100.00% | 2.21M | 50.17 | 0.54% | Share |
| 43 | PG | The Procter & G... | 158.63 | +0.81% | 12.39K | +11.65% | 2.11M | 147.58 | 0.51% | Share |
| 44 | XLF | Financial Selec... | 54.04 | +1.66% | 42.37K | +87.34% | 2.11M | 38.77 | 0.51% | Share |
| 45 | HD | The Home Depot,... | 423.33 | +2.44% | 5.72K | +8.32% | 2.1M | 325.6 | 0.51% | Share |
| 46 | IBM | International B... | 256.95 | +0.03% | 8.17K | +2.64% | 2.03M | 138.86 | 0.49% | Share |
| 47 | META | Meta Platforms,... | 750.90 | -0.14% | 3.3K | +18.08% | 1.9M | 311.58 | 0.46% | Share |
| 48 | RSP | Invesco S&P 500... | 190.32 | +1.49% | 10.76K | +43.38% | 1.86M | 170.69 | 0.45% | Share |
| 49 | VIG | Vanguard Divide... | 216.56 | +0.90% | 9.43K | +14.39% | 1.83M | 152.72 | 0.44% | Share |
| 50 | DLN | WisdomTree U.S.... | 86.39 | +1.05% | 22.06K | +10.10% | 1.75M | 67.43 | 0.42% | Share |
| 51 | CSCO | Cisco Systems, ... | 67.69 | -0.65% | 27.41K | +15.99% | 1.69M | 47.49 | 0.41% | Share |
| 52 | VUG | Vanguard Growth... | 469.69 | +0.53% | 4.53K | +16.38% | 1.68M | 306.96 | 0.41% | Share |
| 53 | ETN | Eaton Corporati... | 360.08 | -0.6% | 6.13K | +13.24% | 1.67M | 219.44 | 0.40% | Share |
| 54 | DIVO | Amplify CWP Enh... | 43.87 | +0.94% | 40.47K | -24.36% | 1.65M | 34.46 | 0.40% | Share |
| 55 | MRK | Merck & Co., In... | 85.16 | +1.34% | 17.85K | +18.28% | 1.6M | 86.57 | 0.39% | Share |
| 56 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 1.91K | +21.12% | 1.58M | 333.75 | 0.38% | Share |
| 57 | USFR | WisdomTree Floa... | 50.32 | -0.02% | 31.27K | +20.99% | 1.57M | 50.28 | 0.38% | Share |
| 58 | NEE | NextEra Energy,... | 71.40 | +0.51% | 22.16K | -0.53% | 1.57M | 70.5 | 0.38% | Share |
| 59 | SPYV | SPDR Portfolio ... | 54.78 | +1.21% | 30.67K | +5.32% | 1.57M | 46.41 | 0.38% | Share |
| 60 | QDPL | Pacer Metaurus ... | 41.52 | +0.68% | 42.4K | -9.64% | 1.55M | 33.27 | 0.38% | Share |
| 61 | KO | The Coca-Cola C... | 67.59 | -0.34% | 21.47K | +3.39% | 1.54M | 54.28 | 0.37% | Share |
| 62 | AGNC | AGNC Investment... | 10.23 | -0.2% | 156.59K | +14.63% | 1.5M | 10.1 | 0.36% | Share |
| 63 | RTX | RTX Corporation | 157.67 | +1.72% | 11.11K | +8.89% | 1.47M | 80.34 | 0.36% | Share |
| 64 | VTI | Vanguard Total ... | 324.77 | +0.92% | 5.33K | +1.45K% | 1.47M | 270.14 | 0.36% | Share |
| 65 | GCOW | Pacer Global Ca... | 39.93 | +0.81% | 39.17K | -27.35% | 1.45M | 33.5 | 0.35% | Share |
| 66 | BAC | Bank of America... | 50.73 | +1.19% | 31.22K | -1.47% | 1.41M | 25.87 | 0.34% | Share |
| 67 | CRWD | CrowdStrike Hol... | 433.38 | +2.00% | 3.92K | +65.03% | 1.38M | 296.13 | 0.34% | Share |
| 68 | ROL | Rollins, Inc. | 58.26 | +3.35% | 25.48K | +24.42% | 1.38M | 39.79 | 0.33% | Share |
| 69 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 9.09K | +1.27% | 1.36M | 150.74 | 0.33% | Share |
| 70 | V | Visa Inc. | 343.48 | +1.59% | 3.89K | +47.38% | 1.36M | 262.51 | 0.33% | Share |
| 71 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 8.57K | +16.33% | 1.34M | 107.53 | 0.32% | Share |
| 72 | VTV | Vanguard Value ... | 186.08 | +1.23% | 7.67K | +12.16% | 1.32M | 144.61 | 0.32% | Share |
| 73 | UAN | CVR Partners, L... | 86.75 | +1.59% | 17.36K | +0.35% | 1.31M | 78.27 | 0.32% | Share |
| 74 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 46.65K | +3.72% | 1.3M | 25.39 | 0.32% | Share |
| 75 | VB | Vanguard Small ... | 258.07 | +1.77% | 5.86K | +15.78% | 1.3M | 173.01 | 0.32% | Share |
| 76 | XLI | Industrial Sele... | 152.78 | +0.94% | 9.77K | +141.27% | 1.28M | 115.68 | 0.31% | Share |
| 77 | XLK | Technology Sele... | 270.91 | +0.28% | 6.19K | +13.29% | 1.28M | 149.87 | 0.31% | Share |
| 78 | VEA | Vanguard Develo... | 60.07 | +1.11% | 24.55K | +90.02% | 1.25M | 48.13 | 0.30% | Share |
| 79 | VZ | Verizon Communi... | 44.15 | +1.51% | 26.71K | +16.25% | 1.21M | 50.63 | 0.29% | Share |
| 80 | SBUX | Starbucks Corpo... | 82.36 | -0.63% | 12.29K | +15.59% | 1.21M | 89.6 | 0.29% | Share |
| 81 | ORC | Orchid Island C... | 7.07 | -0.98% | 154.93K | +11.01% | 1.17M | 8.45 | 0.28% | Share |
| 82 | WM | Waste Managemen... | 220.47 | +1.28% | 4.99K | +3.64% | 1.15M | 170.05 | 0.28% | Share |
| 83 | RY | Royal Bank of C... | 145.12 | +0.68% | 9.88K | +3.21% | 1.11M | 86 | 0.27% | Share |
| 84 | TFC | Truist Financia... | 45.28 | +0.35% | 27.05K | -0.37% | 1.11M | 38.65 | 0.27% | Share |
| 85 | GS | The Goldman Sac... | 784.43 | +1.93% | 2.03K | +17.38% | 1.11M | 434.27 | 0.27% | Share |
| 86 | AEP | American Electr... | 108.74 | +0.37% | 10.02K | +1.09% | 1.09M | 84.57 | 0.27% | Share |
| 87 | OXLC | Oxford Lane Cap... | 17.72 | +1.14% | 229.81K | +14.07% | 1.08M | 5.11 | 0.26% | Share |
| 88 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 3.27K | +8.76% | 1.08M | 266.95 | 0.26% | Share |
| 89 | FCX | Freeport-McMoRa... | 45.92 | +2.32% | 28.03K | +11.85% | 1.06M | 44.84 | 0.26% | Share |
| 90 | COST | Costco Wholesal... | 964.32 | +0.84% | 1.11K | +1.56% | 1.05M | 521.2 | 0.25% | Share |
| 91 | PTMN | Portman Ridge F... | 12.27 | +1.40% | 70.52K | +13.34% | 1.01M | 18.22 | 0.25% | Share |
| 92 | D | Dominion Energy... | 60.03 | +1.03% | 17.96K | +18.37% | 1.01M | 67.32 | 0.24% | Share |
| 93 | AMD | Advanced Micro ... | 155.67 | -2.43% | 9.75K | +8.52% | 1M | 107.98 | 0.24% | Share |
| 94 | MAR | Marriott Intern... | 267.90 | +2.09% | 4.19K | -1.67% | 998.01K | 119.83 | 0.24% | Share |
| 95 | TJX | The TJX Compani... | 140.80 | +0.67% | 7.84K | +120.13% | 954.9K | 98.44 | 0.23% | Share |
| 96 | LQD | iShares iBoxx $... | 112.20 | +0.46% | 8.74K | -7.61% | 949.64K | 132.21 | 0.23% | Share |
| 97 | OKE | ONEOK, Inc. | 73.29 | -0.08% | 9.23K | +2.88% | 915.6K | 32.27 | 0.22% | Share |
| 98 | IJH | iShares Core S&... | 66.52 | +1.68% | 15.63K | +68.30% | 912.21K | 53.27 | 0.22% | Share |
| 99 | TSM | Taiwan Semicond... | 258.82 | -0.62% | 5.47K | +5.13% | 908.19K | 119.17 | 0.22% | Share |
| 100 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 1.72K | +79.60% | 899.3K | 507.84 | 0.22% | Share |
| 101 | SMH | VanEck Semicond... | 303.93 | +1.03% | 4.21K | +2.84K% | 890.5K | 212.06 | 0.22% | Share |
| 102 | AON | Aon plc | 372.23 | +2.72% | 2.16K | -0.09% | 862.25K | 291.21 | 0.21% | Share |
| 103 | QCOM | QUALCOMM Incorp... | 161.51 | +1.61% | 5.58K | +1.31% | 857.66K | 164.45 | 0.21% | Share |
| 104 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 912 | +91.60% | 850.47K | 680.36 | 0.21% | Share |
| 105 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 5.93K | +15.09% | 829.72K | 81.08 | 0.20% | Share |
| 106 | VPU | Vanguard Utilit... | 184.28 | +0.59% | 4.8K | +0.06% | 819.64K | 129.27 | 0.20% | Share |
| 107 | XLV | Health Care Sel... | 139.68 | +1.71% | 5.55K | +180.27% | 811.05K | 139.98 | 0.20% | Share |
| 108 | LMT | Lockheed Martin... | 470.72 | +1.48% | 1.78K | +37.45% | 795.01K | 437.12 | 0.19% | Share |
| 109 | WPC | W. P. Carey Inc... | 68.45 | +1.47% | 12.58K | -5.63% | 793.73K | 68.14 | 0.19% | Share |
| 110 | VOE | Vanguard Mid-Ca... | 174.44 | +1.48% | 4.9K | +5.06% | 786.62K | 157.85 | 0.19% | Share |
| 111 | IRM | Iron Mountain I... | 98.82 | +1.43% | 9.03K | +0.24% | 776.89K | 45.04 | 0.19% | Share |
| 112 | ENB | Enbridge Inc. | 48.80 | +0.42% | 17.29K | +31.31% | 766.32K | 37.36 | 0.19% | Share |
| 113 | TGT | Target Corporat... | 91.51 | +0.80% | 7.25K | -3.42% | 756.27K | 160.22 | 0.18% | Share |
| 114 | DIS | The Walt Disney... | 117.06 | +1.10% | 7.66K | +3.92% | 756.15K | 133.04 | 0.18% | Share |
| 115 | AXP | American Expres... | 329.46 | +1.89% | 2.76K | +3.26% | 741.54K | 188.14 | 0.18% | Share |
| 116 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 2.85K | +59.21% | 739.38K | 246.81 | 0.18% | Share |
| 117 | PINS | Pinterest, Inc. | 34.96 | -0.94% | 23.68K | +135.52% | 734.2K | 28.43 | 0.18% | Share |
| 118 | SLV | iShares Silver ... | 37.79 | +1.02% | 23.52K | +3.37% | 728.76K | 23.21 | 0.18% | Share |
| 119 | XLY | Consumer Discre... | 237.32 | +1.91% | 3.66K | +435.58% | 722.31K | 190.14 | 0.18% | Share |
| 120 | GE | GE Aerospace | 281.46 | -0.69% | 3.58K | +0.25% | 716.43K | 51.39 | 0.17% | Share |
| 121 | PFE | Pfizer Inc. | 24.85 | +1.14% | 28.18K | +2.78% | 714.08K | 37.03 | 0.17% | Share |
| 122 | CVS | CVS Health Corp... | 74.67 | +0.95% | 10.54K | +3.42% | 714.05K | 72.09 | 0.17% | Share |
| 123 | XME | SPDR S&P Metals... | 86.03 | +1.35% | 12.59K | -1.8% | 705.03K | 60.82 | 0.17% | Share |
| 124 | ARCC | Ares Capital Co... | 22.40 | +0.22% | 31.79K | +14.90% | 704.38K | 20.62 | 0.17% | Share |
| 125 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 2.72K | +91.83% | 704.01K | 231.81 | 0.17% | Share |
| 126 | CLMT | Calumet, Inc. | 17.61 | -0.28% | 55.43K | +5.00% | 702.85K | 17.74 | 0.17% | Share |
| 127 | WMB | The Williams Co... | 59.30 | +0.93% | 11.62K | +6.77% | 694.65K | 34.49 | 0.17% | Share |
| 128 | UNP | Union Pacific C... | 216.04 | +0.40% | 2.94K | +17.51% | 694.52K | 221.05 | 0.17% | Share |
| 129 | VOT | Vanguard Mid-Ca... | 293.91 | +1.19% | 2.83K | +5.47% | 693K | 252.7 | 0.17% | Share |
| 130 | GTO | Invesco Total R... | 47.80 | +0.33% | 14.71K | -14.85% | 690.39K | 47.94 | 0.17% | Share |
| 131 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 2.4K | +2.44% | 690.38K | 185.14 | 0.17% | Share |
| 132 | XYLD | Global X S&P 50... | 39.31 | +0.20% | 17.46K | +6.97% | 689.6K | 41.59 | 0.17% | Share |
| 133 | SHY | iShares 1-3 Yea... | 82.94 | +0.04% | 8.32K | -1.22% | 688.53K | 81.32 | 0.17% | Share |
| 134 | XRMI | Global X S&P 50... | 17.80 | +0.25% | 37.16K | +12.22% | 685.29K | 19.42 | 0.17% | Share |
| 135 | PNC | The PNC Financi... | 202.75 | +0.43% | 3.75K | -3.2% | 659.83K | 157.88 | 0.16% | Share |
| 136 | IWY | iShares Russell... | 266.37 | +0.43% | 3.05K | -2.22% | 642.5K | 175.69 | 0.16% | Share |
| 137 | UPS | United Parcel S... | 84.64 | +0.94% | 5.83K | +13.59% | 640.86K | 162.35 | 0.16% | Share |
| 138 | ADBE | Adobe Inc. | 350.55 | +0.11% | 1.61K | +9.13% | 618.63K | 477.59 | 0.15% | Share |
| 139 | XAR | SPDR S&P Aerosp... | 220.60 | +0.97% | 3.81K | +23.14% | 612.17K | 124.29 | 0.15% | Share |
| 140 | IEFA | iShares Core MS... | 87.33 | +1.05% | 8.07K | +9.60% | 610.33K | 65.23 | 0.15% | Share |
| 141 | APD | Air Products an... | 294.50 | +2.43% | 2.06K | +119.28% | 607.11K | 289.25 | 0.15% | Share |
| 142 | BILZ | PIMCO ETF Trust... | 101.00 | +0.02% | 5.99K | +100.00% | 606.19K | 101.2 | 0.15% | Share |
| 143 | PANW | Palo Alto Netwo... | 198.28 | +0.48% | 3.53K | +172.87% | 602.53K | 170.57 | 0.15% | Share |
| 144 | KMI | Kinder Morgan, ... | 27.55 | +0.64% | 20.86K | +0.61% | 595.05K | 15.09 | 0.14% | Share |
| 145 | PODD | Insulet Corpora... | 337.89 | +0.08% | 2.23K | +120.57% | 585.62K | 232.48 | 0.14% | Share |
| 146 | TXN | Texas Instrumen... | 184.35 | +0.18% | 3.26K | +32.52% | 585.04K | 167.29 | 0.14% | Share |
| 147 | ABT | Abbott Laborato... | 132.65 | +2.54% | 4.41K | -4.3% | 584.69K | 110.46 | 0.14% | Share |
| 148 | ORLY | O'Reilly Automo... | 107.82 | +2.58% | 405 | +91.94% | 580.2K | 1304.01 | 0.14% | Share |
| 149 | AMT | American Tower ... | 196.54 | +1.43% | 2.66K | +10.84% | 578.7K | 221.74 | 0.14% | Share |
| 150 | INTU | Intuit Inc. | 660.52 | +0.65% | 937 | +35.80% | 574.89K | 564.85 | 0.14% | Share |