Founders Financial Alliance, LLC Purchases in Q3 2024

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
95
+ 1.38%
$159.75 - $174.57 $15.2K - $16.6K
6.98K $1.22M
ENB
Enbridge Inc

Energy
1.2K
+ 10.08%
$35.27 - $41.18 $42.4K - $49.5K
13.1K $533K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50
+ 0.33%
$77.02 - $85.06 $3.85K - $4.25K
15.4K $1.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
541
+ 56.59%
$162.64 - $179.3 $88K - $97K
1.5K $268K
AMT
American Tower Corp

Real Estate
15
+ 0.57%
$192.27 - $242.73 $2.88K - $3.64K
2.63K $610K
O
Realty Income Corp

Real Estate
261
+ 3.21%
$52.36 - $63.42 $13.7K - $16.6K
8.4K $532K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.32K
+ 309.13%
$69.16 - $76.64 $91.3K - $101K
1.75K $131K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.23K
+ 10.77%
$12.25 - $13.39 $51.9K - $56.7K
43.5K $582K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.02K
New
$81.17 - $90.77 $83K - $92.8K
1.02K $91K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
4.6K
+ 18.61%
$18.23 - $19.16 $83.8K - $88.1K
29.3K $556K
BMY
Bristol Myers Squibb CO

Healthcare
27
+ 0.32%
$39.66 - $51.75 $1.07K - $1.4K
8.42K $435K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.64K
+ 5.68%
$22.96 - $24.67 $37.5K - $40.3K
30.4K $749K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
975
New
$76.94 - $79.54 $75K - $77.6K
975 $77K
XLI
Industrial Sector Spdr

ETFs
166
+ 4.27%
$120.56 - $135.44 $20K - $22.5K
4.05K $548K
VUG
Vanguard Growth ETF

ETFs
90
+ 2.33%
$341.08 - $391.94 $30.7K - $35.3K
3.95K $1.51M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.51K
New
$44.9 - $47.55 $67.7K - $71.7K
1.51K $71K
NOC
Northrop Grumman Corp

Industrials
15
+ 2.16%
$423.73 - $533.14 $6.36K - $8K
708 $373K
IWR
Ishares Russell Mid Cap ETF

ETFs
339
+ 6.07%
$79.92 - $88.19 $27.1K - $29.9K
5.92K $521K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.22K
+ 8.77%
$38.49 - $41.61 $47K - $50.8K
15.2K $629K
XOM
Exxon Mobil Corp

Energy
118
+ 0.48%
$109.72 - $119.0 $12.9K - $14K
24.8K $2.9M
DX
Dynex Capital Inc

Real Estate
3.97K
+ 24.39%
$11.71 - $12.96 $46.5K - $51.5K
20.2K $258K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.18K
New
$49.7 - $56.11 $58.7K - $66.3K
1.18K $64K
VEA
Vanguard Ftse Developed Market

ETFs
375
+ 2.94%
$47.6 - $53.31 $17.9K - $20K
13.1K $693K
PHK
Pimco High Income Fund

Financial Services
10.4K
+ 20.03%
$4.76 - $5.0 $49.7K - $52.2K
62.5K $312K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.35K
+ 37.81%
$11.31 - $11.96 $49.2K - $52K
15.8K $189K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
288
+ 6.95%
$83.76 - $91.82 $24.1K - $26.4K
4.43K $404K
CTAS
Cintas Corp

Industrials
1.36K
+ 300.0%
$201.38 - $819.83 $274K - $1.11M
1.81K $372K
AWI
Armstrong World Industries Inc

Industrials
78
+ 3.18%
$111.43 - $132.72 $8.69K - $10.4K
2.53K $332K
IVE
Ishares S&P 500 Value ETF

ETFs
210
+ 24.45%
$181.06 - $197.17 $38K - $41.4K
1.07K $210K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.75%
$801.83 - $917.05 $7.22K - $8.25K
1.22K $1.08M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.99K
+ 5.06%
$16.42 - $18.12 $32.6K - $36K
41.3K $745K
ACN
Accenture PLC

Technology
7
+ 0.73%
$295.44 - $355.81 $2.07K - $2.49K
970 $342K
UNP
Union Pacific Corp

Industrials
5
+ 0.2%
$221.78 - $256.09 $1.11K - $1.28K
2.48K $609K
MAR
Marriott International Inc

Consumer Cyclical
63
+ 1.5%
$211.35 - $255.11 $13.3K - $16.1K
4.27K $1.06M
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.73K
+ 50.48%
$15.22 - $16.33 $41.6K - $44.6K
8.14K $131K
VCIT
Vanguard Intermediate Term Cor

ETFs
527
New
$79.29 - $84.02 $41.8K - $44.3K
527 $44K
CION
Cion Investment Corp

Financial Services
3.96K
+ 23.71%
$11.55 - $12.46 $45.8K - $49.4K
20.7K $246K
IVW
Ishares S&P 500 Growth ETF

ETFs
375
+ 20.11%
$84.77 - $97.13 $31.8K - $36.4K
2.24K $214K
DVY
Ishares Tr

ETFs
14
+ 0.5%
$119.99 - $135.74 $1.68K - $1.9K
2.79K $376K
CRWD
Crowd Strike Holdings, Inc.

Technology
500
+ 51.18%
$217.89 - $392.15 $109K - $196K
1.48K $414K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
303
+ 15.19%
$80.13 - $88.89 $24.3K - $26.9K
2.3K $202K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.23%
$459.02 - $510.25 $918 - $1.02K
883 $437K
FVAL
Fidelity Covington Tr Value Fa

ETFs
659
New
$55.27 - $60.6 $36.4K - $39.9K
659 $39K
BDN
Brandywine Realty Trust

Real Estate
40
+ 0.1%
$4.3 - $5.44 $172 - $218
40.7K $221K
FDMO
Fidelity Covington Tr Momentum

ETFs
562
New
$58.85 - $66.21 $33.1K - $37.2K
562 $37K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
1.13K
+ 10.45%
$21.45 - $23.13 $24.2K - $26.1K
11.9K $275K
MA
Mastercard Inc

Financial Services
4
+ 0.61%
$429.6 - $500.99 $1.72K - $2K
657 $324K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.15K
+ 19.85%
$25.38 - $26.27 $29.2K - $30.2K
6.94K $182K
MPW
Medical Properties Trust Inc

Real Estate
695
+ 3.36%
$4.03 - $6.38 $2.8K - $4.43K
21.4K $124K
Activity Summary
Buys All Purchases 255 New Holdings 41 Increased Positions 214 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Founders Financial Alliance, LLC Portfolio

Follow Founders Financial Alliance, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email