Founders Financial Alliance, LLC Incresed Positions in Q3 2024

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
572
+ 1.02%
$99.35 - $117.71 $56.8K - $67.3K
56.6K $6.53M
USFR
Wisdomtree Floating Rate Treas

ETFs
13.8K
+ 82.08%
$50.2 - $50.48 $695K - $699K
30.7K $1.54M
PULS
Pgim ETF Tr

ETFs
12.7K
+ 8.76%
$49.47 - $49.8 $627K - $631K
157K $7.83M
LOW
Lowes Companies Inc

Consumer Cyclical
130
+ 1.12%
$213.3 - $270.78 $27.7K - $35.2K
11.8K $3.19M
MO
Altria Group, Inc.

Consumer Defensive
4.11K
+ 6.64%
$45.95 - $54.71 $189K - $225K
66.1K $3.37M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.84K
+ 4.24%
$41.02 - $46.01 $116K - $131K
69.8K $3.17M
IBM
International Business Machines Corp

Technology
68
+ 0.87%
$175.1 - $223.38 $11.9K - $15.2K
7.92K $1.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 3.2%
$405.19 - $478.57 $72.5K - $85.7K
5.77K $2.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
163
+ 1.99%
$386.81 - $423.12 $63.1K - $69K
8.34K $3.53M
AGNC
Agnc Investment Corp.

Real Estate
21.1K
+ 17.98%
$9.48 - $10.66 $200K - $225K
138K $1.45M
NEE
Nextera Energy Inc

Utilities
12
+ 0.05%
$69.9 - $84.97 $839 - $1.02K
22.2K $1.88M
AVGO
Broadcom Inc.

Technology
22.8K
+ 894.3%
$136.27 - $1745.86 $3.1M - $39.8M
25.3K $4.37M
IRM
Iron Mountain Inc

Real Estate
25
+ 0.26%
$89.69 - $119.32 $2.24K - $2.98K
9.49K $1.13M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
11.4K
+ 11.28%
$14.94 - $15.76 $170K - $180K
112K $1.77M
WMT
Walmart Inc.

Consumer Defensive
574
+ 3.62%
$66.91 - $81.4 $38.4K - $46.7K
16.4K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
2.47K
+ 7.85%
$161.02 - $200.0 $397K - $494K
33.9K $6.32M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
369
+ 0.79%
$46.17 - $51.13 $17K - $18.9K
47.3K $2.42M
RTX
Raytheon Technologies Corp

Industrials
32
+ 0.32%
$99.55 - $123.34 $3.19K - $3.95K
10.2K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
887
+ 31.1%
$162.83 - $179.16 $144K - $159K
3.74K $669K
KO
Coca Cola CO

Consumer Defensive
412
+ 2.05%
$62.69 - $73.01 $25.8K - $30.1K
20.5K $1.48M
RY
Royal Bank Of Canada

Financial Services
14
+ 0.13%
$105.65 - $124.73 $1.48K - $1.75K
10.5K $1.31M
LMT
Lockheed Martin Corp

Industrials
99
+ 9.14%
$460.3 - $584.56 $45.6K - $57.9K
1.18K $690K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.23K
+ 4.78%
$48.51 - $52.86 $59.8K - $65.1K
27K $1.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.79K
+ 3.43%
$50.25 - $50.74 $140K - $142K
84.1K $4.27M
ORCL
Oracle Corp

Technology
63
+ 1.25%
$125.9 - $170.35 $7.93K - $10.7K
5.11K $870K
D
Dominion Energy, Inc

Utilities
459
+ 3.13%
$48.01 - $58.53 $22K - $26.9K
15.1K $872K
AEP
American Electric Power CO Inc

Utilities
148
+ 1.6%
$87.11 - $104.95 $12.9K - $15.5K
9.41K $964K
XAR
Spdr S&P Aerospace & Defense E

ETFs
694
+ 30.93%
$139.03 - $157.34 $96.5K - $109K
2.94K $462K
IVV
Ishares Core S&P 500 ETF

ETFs
61
+ 1.61%
$520.18 - $576.82 $31.7K - $35.2K
3.86K $2.22M
ETN
Eaton Corp PLC

Industrials
141
+ 2.69%
$272.52 - $333.02 $38.4K - $47K
5.38K $1.78M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
484
+ 1.71%
$63.28 - $70.06 $30.6K - $33.9K
28.8K $2.02M
OXLC
Oxford Lane Capital Corp.

Financial Services
31.6K
+ 20.01%
$5.15 - $5.67 $163K - $179K
190K $992K
FTA
First Tr Large Cap Value

ETFs
1.37K
+ 33.73%
$72.76 - $79.13 $99.7K - $108K
5.43K $429K
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.06%
$146.64 - $174.54 $440 - $524
4.79K $833K
QDPL
Pacer Fds Tr Metaurus Us Large
1.65K
+ 3.66%
$34.97 - $38.41 $57.7K - $63.3K
46.7K $1.77M
AXP
American Express CO

Financial Services
61
+ 2.44%
$225.92 - $271.17 $13.8K - $16.5K
2.56K $694K
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
O
Realty Income Corp

Real Estate
261
+ 3.21%
$52.36 - $63.42 $13.7K - $16.6K
8.4K $532K
AMT
American Tower Corp

Real Estate
15
+ 0.57%
$192.27 - $242.73 $2.88K - $3.64K
2.63K $610K
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
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
UNH
Unitedhealth Group Inc

Healthcare
38
+ 4.19%
$488.01 - $604.18 $18.5K - $23K
945 $552K
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
XLI
Industrial Sector Spdr

ETFs
166
+ 4.27%
$120.56 - $135.44 $20K - $22.5K
4.05K $548K
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
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