Founders Financial Alliance, LLC Top Holdings and 13F Report (2025)

About Founders Financial Alliance, LLC

Investment Activity

Founders Financial Alliance, LLC has $412.62 million in total holdings as of March 31, 2025.
Founders Financial Alliance, LLC owns shares of 615 different stocks, but just 144 companies or ETFs make up 80% of its holdings.
Approximately 16.48% of the portfolio was purchased this quarter.
About 1.91% of the portfolio was sold this quarter.
This quarter, Founders Financial Alliance, LLC has purchased 576 new stocks and bought additional shares in 308 stocks.
Founders Financial Alliance, LLC sold shares of 91 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Apple: $28,315,719
NVIDIA: $16,195,331
Microsoft: $12,584,661
PGIM Ultra Short Bond ETF: $8,423,366
Amazon.com: $8,195,069

Largest New Holdings this Quarter

743315103 - Progressive: $3,495,510 Holding
74933W452 - US Treasury 3 Month Bill ETF: $2,782,357 Holding
74933W460 - US Treasury 6 Month Bill ETF: $2,211,244 Holding
72201R577 - PIMCO Ultra Short Government Active ETF: $606,188 Holding
14020Y409 - Capital Group Short Duration Income ETF: $539,430 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 6,783 shares (about $3.81M)
Progressive: 12,351 shares (about $3.50M)
Invesco QQQ: 6,260 shares (about $2.94M)
US Treasury 3 Month Bill ETF: 55,636 shares (about $2.78M)
US Treasury 6 Month Bill ETF: 44,075 shares (about $2.21M)

Largest Sales this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 8,503 shares (about $779.98K)
Pacer Global Cash Cows Dividend ETF: 14,750 shares (about $545.46K)
Amplify YieldShares CWP Dividend & Option Income ETF: 13,032 shares (about $531.32K)
Apple: 1,276 shares (about $283.44K)
iShares Russell 1000 Growth ETF: 682 shares (about $246.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$28,315,719	$283,437 ▼	-1.0%	127,474	6.9%	Computer and Technology
NVDA NVIDIA	$16,195,331	$811,658 ▲	5.3%	149,431	3.9%	Computer and Technology
MSFT Microsoft	$12,584,661	$789,075 ▲	6.7%	33,524	3.0%	Computer and Technology
PULS PGIM Ultra Short Bond ETF	$8,423,366	$737,844 ▲	9.6%	169,382	2.0%	ETF
AMZN Amazon.com	$8,195,069	$786,915 ▲	10.6%	43,073	2.0%	Retail/Wholesale
DUK Duke Energy	$6,771,088	$154,534 ▲	2.3%	55,515	1.6%	Utilities
JPM JPMorgan Chase & Co.	$6,748,378	$321,351 ▲	5.0%	27,510	1.6%	Finance
XLE Energy Select Sector SPDR Fund	$6,662,721	$184,938 ▼	-2.7%	71,297	1.6%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$6,618,704	$779,982 ▼	-10.5%	72,154	1.6%	ETF
IVV iShares Core S&P 500 ETF	$6,187,658	$3,811,377 ▲	160.4%	11,012	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$5,594,171	$711,579 ▲	14.6%	10,000	1.4%	Finance
FBNC First Bancorp	$4,989,267	$53,627 ▼	-1.1%	124,297	1.2%	Finance
JPST JPMorgan Ultra-Short Income ETF	$4,825,002	$1,260,336 ▲	35.4%	95,299	1.2%	ETF
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$4,757,701	$183,212 ▲	4.0%	102,315	1.2%	Manufacturing
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,325,014	$54,507 ▲	1.3%	84,506	1.0%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,218,775	$55,183 ▼	-1.3%	52,827	1.0%	Manufacturing
QQQ Invesco QQQ	$4,208,116	$2,935,459 ▲	230.7%	8,974	1.0%	Finance
AVGO Broadcom	$4,169,302	$475,999 ▲	12.9%	24,902	1.0%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,154,328	$637,383 ▲	18.1%	9,894	1.0%	Finance
MO Altria Group	$4,111,659	$107,315 ▲	2.7%	68,505	1.0%	Consumer Staples
GOOGL Alphabet	$4,110,452	$161,288 ▲	4.1%	26,581	1.0%	Computer and Technology
ABBV AbbVie	$3,834,531	$56,988 ▲	1.5%	18,302	0.9%	Medical
BRK.B Berkshire Hathaway	$3,760,550	$507,549 ▲	15.6%	7,061	0.9%	Finance
IWF iShares Russell 1000 Growth ETF	$3,635,461	$246,264 ▼	-6.3%	10,068	0.9%	ETF
CVX Chevron	$3,548,421	$404,826 ▲	12.9%	21,212	0.9%	Energy
PGR Progressive	$3,495,510	$3,495,510 ▲	New Holding	12,351	0.8%	Finance
PM Philip Morris International	$3,441,128	$71,584 ▲	2.1%	21,680	0.8%	Consumer Staples
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,428,847	$266,896 ▲	8.4%	84,123	0.8%	ETF
VYM Vanguard High Dividend Yield ETF	$3,253,017	$48,489 ▲	1.5%	25,225	0.8%	ETF
XOM Exxon Mobil	$3,160,445	$182,551 ▲	6.1%	26,575	0.8%	Energy
JNJ Johnson & Johnson	$3,063,803	$90,717 ▲	3.1%	18,474	0.7%	Medical
TBIL US Treasury 3 Month Bill ETF	$2,782,357	$2,782,357 ▲	New Holding	55,636	0.7%	ETF
LOW Lowe's Companies	$2,778,857	$27,523 ▼	-1.0%	11,914	0.7%	Retail/Wholesale
MCD McDonald's	$2,653,252	$763,115 ▲	40.4%	8,494	0.6%	Retail/Wholesale
DON WisdomTree U.S. MidCap Dividend Fund	$2,555,362	$111,865 ▲	4.6%	51,603	0.6%	Finance
IWD iShares Russell 1000 Value ETF	$2,543,963	$117,593 ▼	-4.4%	13,521	0.6%	ETF
WMT Walmart	$2,429,121	$232,553 ▲	10.6%	27,670	0.6%	Retail/Wholesale
T AT&T	$2,412,764	$92,476 ▲	4.0%	85,317	0.6%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,326,642	$392,489 ▲	20.3%	34,210	0.6%	ETF
VOO Vanguard S&P 500 ETF	$2,267,302	$402,893 ▲	21.6%	4,412	0.5%	ETF
HON Honeywell International	$2,222,100	$270,616 ▲	13.9%	10,494	0.5%	Multi-Sector Conglomerates
XBIL US Treasury 6 Month Bill ETF	$2,211,244	$2,211,244 ▲	New Holding	44,075	0.5%	ETF
PG Procter & Gamble	$2,112,176	$220,352 ▲	11.6%	12,394	0.5%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$2,110,542	$983,967 ▲	87.3%	42,371	0.5%	ETF
HD Home Depot	$2,095,025	$160,902 ▲	8.3%	5,716	0.5%	Retail/Wholesale
IBM International Business Machines	$2,032,675	$52,222 ▲	2.6%	8,174	0.5%	Computer and Technology
META Meta Platforms	$1,904,310	$291,641 ▲	18.1%	3,304	0.5%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,863,064	$563,683 ▲	43.4%	10,755	0.5%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,829,105	$230,069 ▲	14.4%	9,429	0.4%	ETF
GOF Guggenheim Strategic Opportunities Fund	$1,778,980	$125,432 ▲	7.6%	114,257	0.4%	Financial Services
DLN WisdomTree U.S. LargeCap Dividend Fund	$1,750,794	$160,563 ▲	10.1%	22,059	0.4%	Finance
CSCO Cisco Systems	$1,691,806	$233,206 ▲	16.0%	27,415	0.4%	Computer and Technology
VUG Vanguard Growth ETF	$1,678,738	$236,217 ▲	16.4%	4,527	0.4%	ETF
ETN Eaton	$1,666,839	$194,899 ▲	13.2%	6,132	0.4%	Industrials
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,650,005	$531,315 ▼	-24.4%	40,471	0.4%	ETF
MRK Merck & Co., Inc.	$1,602,028	$247,647 ▲	18.3%	17,848	0.4%	Medical
LLY Eli Lilly and Company	$1,578,077	$275,131 ▲	21.1%	1,910	0.4%	Medical
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$1,573,875	$273,092 ▲	21.0%	31,271	0.4%	Finance
NEE NextEra Energy	$1,571,315	$8,365 ▼	-0.5%	22,165	0.4%	Utilities
SPYV SPDR Portfolio S&P 500 Value ETF	$1,566,264	$79,158 ▲	5.3%	30,669	0.4%	ETF
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$1,548,412	$165,253 ▼	-9.6%	42,399	0.4%	ETF
KO Coca-Cola	$1,537,818	$50,423 ▲	3.4%	21,471	0.4%	Consumer Staples
AGNC AGNC Investment	$1,500,149	$191,409 ▲	14.6%	156,591	0.4%	Finance
RTX RTX	$1,472,089	$120,146 ▲	8.9%	11,113	0.4%	Aerospace
VTI Vanguard Total Stock Market ETF	$1,465,450	$1,370,905 ▲	1,450.0%	5,332	0.4%	ETF
GCOW Pacer Global Cash Cows Dividend ETF	$1,448,693	$545,456 ▼	-27.4%	39,175	0.4%	ETF
BAC Bank of America	$1,413,804	$21,150 ▼	-1.5%	31,218	0.3%	Finance
CRWD CrowdStrike	$1,382,472	$544,738 ▲	65.0%	3,921	0.3%	Computer and Technology
ROL Rollins	$1,376,472	$270,151 ▲	24.4%	25,476	0.3%	Construction
PEP PepsiCo	$1,363,614	$17,094 ▲	1.3%	9,094	0.3%	Consumer Staples
V Visa	$1,362,474	$438,038 ▲	47.4%	3,888	0.3%	Business Services
GOOG Alphabet	$1,339,166	$187,961 ▲	16.3%	8,571	0.3%	Computer and Technology
VTV Vanguard Value ETF	$1,324,367	$143,544 ▲	12.2%	7,667	0.3%	ETF
UAN CVR Partners	$1,305,223	$4,510 ▲	0.3%	17,364	0.3%	Basic Materials
SCHD Schwab US Dividend Equity ETF	$1,304,326	$46,749 ▲	3.7%	46,650	0.3%	ETF
VB Vanguard Small-Cap ETF	$1,299,747	$177,158 ▲	15.8%	5,862	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$1,280,441	$749,731 ▲	141.3%	9,769	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,277,571	$149,890 ▲	13.3%	6,188	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,247,985	$591,207 ▲	90.0%	24,552	0.3%	ETF
VZ Verizon Communications	$1,211,666	$169,415 ▲	16.3%	26,713	0.3%	Computer and Technology
SBUX Starbucks	$1,205,178	$162,541 ▲	15.6%	12,286	0.3%	Retail/Wholesale
ORC Orchid Island Capital	$1,165,050	$115,537 ▲	11.0%	154,927	0.3%	Finance
WM Waste Management	$1,154,067	$40,514 ▲	3.6%	4,985	0.3%	Business Services
RY Royal Bank of Canada	$1,113,212	$34,605 ▲	3.2%	9,876	0.3%	Finance
TFC Truist Financial	$1,113,122	$4,115 ▼	-0.4%	27,051	0.3%	Finance
GS The Goldman Sachs Group	$1,106,699	$163,874 ▲	17.4%	2,026	0.3%	Finance
AEP American Electric Power	$1,094,558	$11,801 ▲	1.1%	10,017	0.3%	Utilities
OXLC Oxford Lane Capital	$1,084,716	$133,807 ▲	14.1%	229,813	0.3%	Financial Services
CAT Caterpillar	$1,076,742	$86,733 ▲	8.8%	3,265	0.3%	Industrials
FCX Freeport-McMoRan	$1,061,292	$112,406 ▲	11.8%	28,032	0.3%	Basic Materials
COST Costco Wholesale	$1,047,621	$16,074 ▲	1.6%	1,108	0.3%	Retail/Wholesale
PTMN Portman Ridge Finance	$1,011,906	$119,091 ▲	13.3%	70,516	0.2%	Finance
D Dominion Energy	$1,006,781	$156,209 ▲	18.4%	17,956	0.2%	Utilities
AMD Advanced Micro Devices	$1,001,613	$78,596 ▲	8.5%	9,749	0.2%	Computer and Technology
MAR Marriott International	$998,010	$16,911 ▼	-1.7%	4,190	0.2%	Consumer Discretionary
TJX TJX Companies	$954,900	$521,120 ▲	120.1%	7,839	0.2%	Retail/Wholesale
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$949,642	$78,258 ▼	-7.6%	8,737	0.2%	Finance
OKE ONEOK	$915,602	$25,599 ▲	2.9%	9,228	0.2%	Energy
IJH iShares Core S&P Mid-Cap ETF	$912,211	$370,183 ▲	68.3%	15,633	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$908,188	$44,322 ▲	5.1%	5,471	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Founders Financial Alliance, LLC Top Holdings and 13F Report (2025)

About Founders Financial Alliance, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Founders Financial Alliance, LLC Top Holdings and 13F Report (2025)

About Founders Financial Alliance, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFounders Financial Alliance, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools