Founders Financial Alliance, LLC Reduced Holdings in Q3 2025

Founders Financial Alliance, LLC

  • $481 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-66.4K
- 72.44%
$42.26 - $47.16 $2.8M - $3.13M
25.2K $1.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.4K
- 68.22%
$181.56 - $190.33 $1.88M - $1.97M
4.83K $915K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.8K
- 14.28%
$91.44 - $91.77 $1.08M - $1.09M
71K $6.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.92K
- 93.26%
$82.38 - $83.0 $570K - $574K
500 $41K
PGR
Progressive Corp

Financial Services
-546
- 4.35%
$238.61 - $264.3 $130K - $144K
12K $2.96M
XLE
Energy Sector Spdr

ETFs
-5.18K
- 13.64%
$84.25 - $91.99 $437K - $477K
32.8K $2.93M
SBUX
Starbucks Corp

Consumer Cyclical
-1.84K
- 14.64%
$81.9 - $96.86 $151K - $178K
10.7K $906K
GTO
Invesco Actively Managed ETF T

ETFs
-4.95K
- 33.65%
$46.43 - $47.91 $230K - $237K
9.76K $463K
XLF
Financial Sector Spdr

ETFs
-4.77K
- 11.09%
$51.37 - $54.25 $245K - $259K
38.3K $2.06M
ACN
Accenture PLC

Technology
-457
- 31.5%
$232.56 - $304.78 $106K - $139K
994 $245K
KO
Coca Cola CO

Consumer Defensive
-1.21K
- 6.03%
$65.67 - $71.67 $79.6K - $86.9K
18.9K $1.25M
PINS
Pinterest, Inc.

Communication Services
-2.57K
- 11.33%
$32.17 - $39.17 $82.7K - $101K
20.1K $647K
LLY
Eli Lilly & CO

Healthcare
-125
- 6.65%
$625.65 - $812.69 $78.2K - $102K
1.75K $1.34M
ADBE
Adobe Inc.

Technology
-170
- 11.4%
$333.65 - $392.1 $56.7K - $66.7K
1.32K $465K
OKE
Oneok Inc

Energy
-414
- 4.72%
$71.36 - $83.47 $29.5K - $34.6K
8.36K $610K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-387
- 24.87%
$339.37 - $366.46 $131K - $142K
1.17K $427K
UNH
Unitedhealth Group Inc

Healthcare
-442
- 27.37%
$237.77 - $353.61 $105K - $156K
1.17K $405K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1K
- 7.85%
$192.76 - $203.86 $193K - $204K
11.8K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
-83
- 0.68%
$150.47 - $161.22 $12.5K - $13.4K
12.2K $1.87M
CARR
Carrier Global Corp

Industrials
-16
- 0.27%
$58.75 - $80.73 $940 - $1.29K
5.92K $353K
UNP
Union Pacific Corp

Industrials
-409
- 13.94%
$214.91 - $237.16 $87.9K - $97K
2.53K $597K
DIS
Walt Disney CO

Communication Services
-60
- 0.84%
$112.25 - $124.0 $6.74K - $7.44K
7.11K $813K
VZ
Verizon Communications Inc

Communication Services
-2.02K
- 6.71%
$40.84 - $45.06 $82.5K - $91K
28.1K $1.23M
FNB
Fnb Corp

Financial Services
-6.26K
- 27.14%
$14.75 - $16.79 $92.3K - $105K
16.8K $270K
WM
Waste Management Inc

Industrials
-108
- 2.25%
$213.88 - $237.1 $23.1K - $25.6K
4.7K $1.04M
PODD
Insulet Corp

Healthcare
-157
- 7.11%
$277.3 - $352.82 $43.5K - $55.4K
2.05K $633K
OLED
Universal Display Corp Pa

Technology
-22
- 0.68%
$134.16 - $161.44 $2.95K - $3.55K
3.22K $462K
CSCO
Cisco Systems, Inc.

Technology
-166
- 0.62%
$66.2 - $71.79 $11K - $11.9K
26.7K $1.83M
SYK
Stryker Corp

Healthcare
-14
- 1.28%
$368.57 - $403.53 $5.16K - $5.65K
1.08K $398K
XLV
Select Sector Spdr Fund Health

ETFs
-366
- 7.52%
$129.01 - $139.72 $47.2K - $51.1K
4.5K $626K
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 1.95%
$265.78 - $299.3 $10.4K - $11.7K
1.96K $534K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-342
- 16.23%
$135.0 - $146.02 $46.2K - $49.9K
1.77K $257K
BA
Boeing CO

Industrials
-188
- 6.12%
$209.79 - $237.38 $39.4K - $44.6K
2.88K $622K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-962
- 9.77%
$420.11 - $472.68 $404K - $455K
8.89K $4.16M
HWM
Howmet Aerospace Inc.

Industrials
-234
- 8.75%
$171.0 - $196.23 $40K - $45.9K
2.44K $478K
SHW
Sherwin Williams CO

Basic Materials
-60
- 5.58%
$330.88 - $375.23 $19.9K - $22.5K
1.02K $351K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-1.11K
- 14.77%
$13.46 - $14.38 $15K - $16K
6.41K $86K
KKR
Kkr & Co. Inc.

Financial Services
-41
- 1.83%
$129.95 - $152.16 $5.33K - $6.24K
2.19K $285K
MXI
Ishares Global Materials ETF

ETFs
-200
- 20.08%
$83.91 - $92.47 $16.8K - $18.5K
796 $73K
TXN
Texas Instruments Inc

Technology
-59
- 1.36%
N/A
4.27K $831K
VV
Vanguard Large Cap ETF

ETFs
-60
- 17.65%
$285.05 - $309.14 $17.1K - $18.5K
280 $86K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.35K
- 6.16%
$82.42 - $87.03 $111K - $117K
20.5K $1.78M
MSCI
Msci Inc.

Financial Services
-10
- 2.01%
$526.48 - $588.0 $5.26K - $5.88K
487 $276K
QCOM
Qualcomm Inc

Technology
-291
- 5.17%
$145.84 - $173.55 $42.4K - $50.5K
5.34K $887K
VIG
Vanguard Dividend Appreciation

ETFs
-47
- 0.49%
N/A
9.61K $1.75M
LXU
Lsb Industries, Inc.

Basic Materials
-1.3K
- 3.64%
$7.16 - $8.71 $9.31K - $11.3K
34.4K $270K
AMGN
Amgen Inc

Healthcare
-44
- 2.78%
$271.18 - $309.22 $11.9K - $13.6K
1.54K $434K
WMB
Williams Companies, Inc.

Energy
-196
- 1.64%
$56.52 - $64.01 $11.1K - $12.5K
11.8K $745K
YUM
Yum Brands Inc

Consumer Cyclical
-114
- 3.83%
$139.5 - $153.94 $15.9K - $17.5K
2.86K $435K
Activity Summary
Buys All Purchases 500 New Holdings 182 Increased Positions 318 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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