Founders Financial Alliance, LLC Top Holdings and 13F Report (2025) About Founders Financial Alliance, LLCInvestment ActivityFounders Financial Alliance, LLC has $439.75 million in total holdings as of June 30, 2025.Founders Financial Alliance, LLC owns shares of 544 different stocks, but just 125 companies or ETFs make up 80% of its holdings.Approximately 5.16% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Founders Financial Alliance, LLC has purchased 615 new stocks and bought additional shares in 195 stocks.Founders Financial Alliance, LLC sold shares of 230 stocks and completely divested from 87 stocks this quarter.Largest Holdings Apple $26,426,632NVIDIA $24,126,420Microsoft $16,832,448Amazon.com $9,733,248PGIM Ultra Short Bond ETF $8,738,975 Largest New Holdings this Quarter 61774R833 - MORGAN STANLEY ETF TRUST $5,872,810 Holding09250W107 - BlackRock Health Sciences Trust $621,684 Holding92840M102 - Vistra $397,454 Holding032095101 - Amphenol $287,270 Holding629377508 - NRG Energy $269,162 Holding Largest Purchases this Quarter MORGAN STANLEY ETF TRUST 117,786 shares (about $5.87M)SPDR Bloomberg 1-3 Month T-Bill ETF 10,664 shares (about $978.21K)Invesco S&P 500 Equal Weight ETF 4,435 shares (about $806.03K)Capital Group Short Duration Income ETF 24,034 shares (about $623.32K)BlackRock Health Sciences Trust 17,051 shares (about $621.68K) Largest Sales this Quarter Energy Select Sector SPDR Fund 33,305 shares (about $2.82M)United Parcel Service 3,359 shares (about $339.02K)SPDR Portfolio S&P 500 ETF 4,047 shares (about $294.15K)iShares Russell Mid-Cap ETF 2,731 shares (about $251.17K)Citigroup 2,576 shares (about $219.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFounders Financial Alliance, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,426,632$272,875 ▲1.0%128,8046.0%Computer and TechnologyNVDANVIDIA$24,126,420$517,890 ▲2.2%152,7095.5%Computer and TechnologyMSFTMicrosoft$16,832,448$157,675 ▲0.9%33,8413.8%Computer and TechnologyAMZNAmazon.com$9,733,248$283,452 ▲3.0%44,3652.2%Retail/WholesalePULSPGIM Ultra Short Bond ETF$8,738,975$310,503 ▲3.7%175,6222.0%ETFJPMJPMorgan Chase & Co.$8,087,106$111,616 ▲1.4%27,8951.8%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,596,870$978,205 ▲14.8%82,8181.7%ETFIVViShares Core S&P 500 ETF$6,923,642$86,305 ▲1.3%11,1511.6%ETFAVGOBroadcom$6,846,094$18,193 ▼-0.3%24,8361.6%Computer and TechnologyDUKDuke Energy$6,578,103$27,376 ▲0.4%55,7471.5%UtilitiesSPYSPDR S&P 500 ETF Trust$6,489,535$311,379 ▲5.0%10,5041.5%FinanceMORGAN STANLEY ETF TRUST$5,872,810$5,872,810 ▲New Holding117,7861.3%EATON VANCE FLTGFBNCFirst Bancorp$5,389,469$90,781 ▼-1.7%122,2381.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$5,169,309$339,556 ▲7.0%101,9991.2%ETFQQQInvesco QQQ$4,904,714$45,787 ▼-0.9%8,8911.1%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,725,959$130,512 ▲2.8%86,9061.1%ETFGOOGLAlphabet$4,722,386$38,065 ▲0.8%26,7971.1%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$4,547,233$215,575 ▼-4.5%97,6841.0%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$4,460,198$100,467 ▲2.3%10,1221.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,358,522$65,234 ▼-1.5%52,0481.0%ManufacturingIWFiShares Russell 1000 Growth ETF$4,182,373$92,130 ▼-2.2%9,8511.0%ETFMOAltria Group$4,046,073$29,666 ▲0.7%69,0110.9%Consumer StaplesPMPhilip Morris International$3,947,047$1,639 ▼0.0%21,6710.9%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,902,181$318,522 ▲8.9%91,6000.9%ETFBRK.BBerkshire Hathaway$3,593,245$163,219 ▲4.8%7,3970.8%FinanceABBVAbbVie$3,401,512$4,269 ▲0.1%18,3250.8%MedicalPGRProgressive$3,346,226$50,434 ▲1.5%12,5400.8%FinanceXLEEnergy Select Sector SPDR Fund$3,222,118$2,824,611 ▼-46.7%37,9920.7%ETFVYMVanguard High Dividend Yield ETF$3,184,448$178,232 ▼-5.3%23,8880.7%ETFCVXChevron$3,092,993$55,559 ▲1.8%21,6000.7%EnergyTBILUS Treasury 3 Month Bill ETF$3,056,095$274,573 ▲9.9%61,1280.7%ETFMETAMeta Platforms$2,946,619$507,834 ▲20.8%3,9920.7%Computer and TechnologyXOMExxon Mobil$2,903,458$38,700 ▲1.4%26,9340.7%EnergyJNJJohnson & Johnson$2,860,263$38,341 ▲1.4%18,7250.7%MedicalWMTWalmart$2,808,927$103,353 ▲3.8%28,7270.6%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,760,686$806,033 ▲41.2%15,1900.6%ETFDONWisdomTree U.S. MidCap Dividend Fund$2,684,461$98,134 ▲3.8%53,5610.6%FinanceLOWLowe's Companies$2,654,485$11,094 ▲0.4%11,9640.6%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,610,364$48,379 ▲1.9%34,8560.6%ETFVOOVanguard S&P 500 ETF$2,571,961$65,889 ▲2.6%4,5280.6%ETFIWDiShares Russell 1000 Value ETF$2,477,955$148,196 ▼-5.6%12,7580.6%ETFIBMInternational Business Machines$2,464,960$55,419 ▲2.3%8,3620.6%Computer and TechnologyMCDMcDonald's$2,455,599$26,002 ▼-1.0%8,4050.6%Retail/WholesaleHONHoneywell International$2,438,942$4,890 ▼-0.2%10,4730.6%Multi-Sector ConglomeratesTAT&T$2,394,438$74,636 ▼-3.0%82,7380.5%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$2,254,884$35,926 ▲1.6%43,0570.5%ETFETNEaton$2,200,536$11,424 ▲0.5%6,1640.5%IndustrialsXBILUS Treasury 6 Month Bill ETF$2,140,153$70,210 ▼-3.2%42,6750.5%ETFHDHome Depot$2,106,064$10,266 ▲0.5%5,7440.5%Retail/WholesaleCRWDCrowdStrike$2,067,800$70,794 ▲3.5%4,0600.5%Computer and TechnologyVUGVanguard Growth ETF$2,059,208$74,530 ▲3.8%4,6970.5%ETFVIGVanguard Dividend Appreciation ETF$1,976,519$46,665 ▲2.4%9,6570.4%ETFPGProcter & Gamble$1,950,866$23,739 ▼-1.2%12,2450.4%Consumer StaplesCSCOCisco Systems$1,864,738$37,327 ▼-2.0%26,8770.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$1,857,980$252,752 ▲15.7%35,4980.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,794,910$17,003 ▼-0.9%21,8520.4%FinanceSCHDSchwab US Dividend Equity ETF$1,775,166$538,934 ▲43.6%66,9870.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,748,582$26,551 ▲1.5%41,0950.4%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,673,137$79 ▲0.0%42,4010.4%ETFGOFGuggenheim Strategic Opportunities Fund$1,670,214$31,060 ▼-1.8%112,1710.4%Financial ServicesVTIVanguard Total Stock Market ETF$1,626,636$6,079 ▲0.4%5,3520.4%ETFUSFRWisdomTree Floating Rate Treasury Fund$1,621,088$47,845 ▲3.0%32,2220.4%FinanceRTXRTX$1,616,491$6,132 ▼-0.4%11,0710.4%AerospaceUANCVR Partners$1,588,967$46,374 ▲3.0%17,8860.4%Basic MaterialsXLKTechnology Select Sector SPDR Fund$1,582,582$15,699 ▲1.0%6,2500.4%ETFGSThe Goldman Sachs Group$1,549,849$115,407 ▲8.0%2,1890.4%FinanceGOOGAlphabet$1,524,774$4,435 ▲0.3%8,5960.3%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$1,487,4770.0%39,1750.3%ETFBACBank of America$1,481,741$4,495 ▲0.3%31,3130.3%FinanceNFLXNetflix$1,469,025$247,739 ▲20.3%1,0970.3%Consumer DiscretionaryLLYEli Lilly and Company$1,464,235$24,157 ▼-1.6%1,8790.3%MedicalKOCocaCola$1,422,633$96,432 ▼-6.3%20,1080.3%Consumer StaplesAGNCAGNC Investment$1,419,335$19,731 ▼-1.4%154,4440.3%FinanceVVisa$1,391,193$11,005 ▲0.8%3,9190.3%Business ServicesVEAVanguard FTSE Developed Markets ETF$1,389,003$10,718 ▼-0.8%24,3640.3%ETFCOSTCostco Wholesale$1,387,393$290,154 ▲26.4%1,4010.3%Retail/WholesaleORCLOracle$1,376,032$78,487 ▲6.0%6,2940.3%Computer and TechnologyAMDAdvanced Micro Devices$1,374,161$9,224 ▼-0.7%9,6840.3%Computer and TechnologyVTVVanguard Value ETF$1,355,0340.0%7,6670.3%ETFVBVanguard Small-Cap ETF$1,348,726$40,282 ▼-2.9%5,6920.3%ETFNEENextEra Energy$1,342,742$195,976 ▼-12.7%19,3420.3%UtilitiesXLIIndustrial Select Sector SPDR Fund$1,319,961$121,110 ▼-8.4%8,9480.3%ETFMRKMerck & Co., Inc.$1,311,194$101,640 ▼-7.2%16,5640.3%MedicalVZVerizon Communications$1,301,978$146,121 ▲12.6%30,0900.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,300,848$61,827 ▲5.0%5,7440.3%Computer and TechnologyRYRoyal Bank Of Canada$1,300,041$921 ▲0.1%9,8830.3%FinanceROLRollins$1,291,132$146,243 ▼-10.2%22,8840.3%ConstructionCATCaterpillar$1,260,927$6,600 ▼-0.5%3,2480.3%IndustrialsPEPPepsiCo$1,251,862$50,972 ▲4.2%9,4800.3%Consumer StaplesTSLATesla$1,178,203$271,917 ▲30.0%3,7090.3%Auto/Tires/TrucksSMHVanEck Semiconductor ETF$1,174,3630.0%4,2110.3%ManufacturingCGSDCapital Group Short Duration Income ETF$1,165,355$623,317 ▲115.0%44,9340.3%ETFTFCTruist Financial$1,159,008$3,912 ▼-0.3%26,9600.3%FinanceSBUXStarbucks$1,150,538$24,830 ▲2.2%12,5570.3%Retail/WholesaleWMWaste Management$1,100,437$40,274 ▼-3.5%4,8090.3%Business ServicesORCOrchid Island Capital$1,071,274$14,763 ▼-1.4%152,8210.2%FinanceFCXFreeport-McMoRan$1,051,848$163,343 ▼-13.4%24,2640.2%Basic MaterialsAEPAmerican Electric Power$1,050,499$11,103 ▲1.1%10,1240.2%UtilitiesCALUMET INC$1,044,638$171,336 ▲19.6%66,3050.2%COMMARMarriott International$1,041,927$102,718 ▼-9.0%3,8140.2%Consumer DiscretionaryShowing largest 100 holdings. 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