Founders Financial Alliance, LLC - Q1 2022 holdings

$225 Million is the total value of Founders Financial Alliance, LLC's 440 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.5% .

 Value Shares↓ Weighting
AAPL BuyAPPLE INC$23,065,000
-0.5%
132,094
+1.2%
10.25%
+9.9%
MSFT SellMICROSOFT CORP$8,549,000
-12.3%
27,729
-4.3%
3.80%
-3.1%
FBNC SellFIRST BANCORP N C$6,875,000
-8.8%
164,597
-0.1%
3.06%
+0.8%
DUK BuyDUKE ENERGY CORP NEW$5,486,000
+9.2%
49,128
+2.6%
2.44%
+20.6%
AMZN SellAMAZON COM INC$4,786,000
-4.4%
1,468
-2.3%
2.13%
+5.6%
NVDA SellNVIDIA CORPORATION$4,529,000
-7.7%
16,599
-0.5%
2.01%
+1.9%
SPY SellSPDR S&P 500 ETF TRtr unit$4,367,000
-5.9%
9,669
-1.1%
1.94%
+4.0%
IWF BuyISHARES TRrus 1000 grw etf$3,234,000
-9.0%
11,648
+0.2%
1.44%
+0.5%
JNJ SellJOHNSON & JOHNSON$3,137,000
+1.3%
17,700
-2.2%
1.39%
+11.9%
JPM SellJPMORGAN CHASE & CO$2,990,000
-15.4%
21,937
-1.7%
1.33%
-6.5%
ABBV SellABBVIE INC$2,886,000
+12.4%
17,801
-6.1%
1.28%
+24.1%
CVX BuyCHEVRON CORP NEW$2,774,000
+42.8%
17,033
+2.9%
1.23%
+57.7%
LOW SellLOWES COS INC$2,762,000
-22.0%
13,660
-0.3%
1.23%
-13.9%
GOOGL BuyALPHABET INCcap stk cl a$2,434,000
+9.2%
875
+13.8%
1.08%
+20.8%
IWD SellISHARES TRrus 1000 val etf$2,410,000
-1.3%
14,522
-0.1%
1.07%
+9.0%
MO SellALTRIA GROUP INC$2,348,000
+9.0%
44,932
-1.2%
1.04%
+20.3%
XLE BuySELECT SECTOR SPDR TRenergy$2,288,000
+41.7%
29,928
+2.8%
1.02%
+56.5%
XOM BuyEXXON MOBIL CORP$2,289,000
+54.7%
27,715
+14.6%
1.02%
+70.9%
SLY BuySPDR SER TRs&p 600 sml cap$2,197,000
+10.5%
23,470
+17.4%
0.98%
+22.0%
GOF BuyGUGGENHEIM STRATEGIC OPPORTU$2,179,000
+120.8%
114,614
+112.7%
0.97%
+143.8%
T BuyAT&T INC$2,136,000
+4.0%
90,394
+8.3%
0.95%
+14.9%
DIS SellDISNEY WALT CO$2,128,000
-20.7%
15,513
-10.5%
0.95%
-12.4%
NEE SellNEXTERA ENERGY INC$2,067,000
-9.5%
24,404
-0.2%
0.92%
-0.1%
PM SellPHILIP MORRIS INTL INC$2,025,000
-1.6%
21,561
-0.4%
0.90%
+8.7%
IVV SellISHARES TRcore s&p500 etf$1,917,000
-5.8%
4,225
-1.0%
0.85%
+4.0%
PG SellPROCTER AND GAMBLE CO$1,910,000
-7.6%
12,498
-1.1%
0.85%
+2.0%
LQD SellISHARES TRiboxx inv cp etf$1,908,000
-11.7%
15,775
-3.3%
0.85%
-2.5%
AVGO SellBROADCOM INC$1,782,000
-29.5%
2,830
-25.5%
0.79%
-22.2%
HON BuyHONEYWELL INTL INC$1,739,000
-5.1%
8,940
+1.7%
0.77%
+4.9%
VZ BuyVERIZON COMMUNICATIONS INC$1,692,000
+1.5%
33,223
+3.6%
0.75%
+12.1%
TFC SellTRUIST FINL CORP$1,645,000
-6.7%
29,005
-3.7%
0.73%
+3.0%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$1,555,000
+11.2%
4,407
-5.7%
0.69%
+23.0%
PEP BuyPEPSICO INC$1,478,000
-3.1%
8,828
+0.6%
0.66%
+7.0%
DIA BuySPDR DOW JONES INDL AVERAGEut ser 1$1,464,000
+43.0%
4,220
+49.8%
0.65%
+58.0%
PFE BuyPFIZER INC$1,461,000
-9.0%
28,227
+3.8%
0.65%
+0.5%
VB SellVANGUARD INDEX FDSsmall cp etf$1,452,000
-6.3%
6,832
-0.4%
0.64%
+3.4%
MRK SellMERCK & CO INC$1,437,000
+4.5%
17,511
-2.4%
0.64%
+15.6%
KO SellCOCA COLA CO$1,430,000
+2.7%
23,063
-1.9%
0.64%
+13.4%
UPS SellUNITED PARCEL SERVICE INCcl b$1,338,000
-8.1%
6,237
-8.2%
0.60%
+1.5%
MCD SellMCDONALDS CORP$1,336,000
-10.3%
5,404
-2.7%
0.59%
-0.8%
TGT SellTARGET CORP$1,332,000
-8.5%
6,278
-0.2%
0.59%
+1.0%
INTC SellINTEL CORP$1,333,000
-7.8%
26,896
-4.2%
0.59%
+1.9%
D SellDOMINION ENERGY INC$1,321,000
+6.5%
15,543
-1.5%
0.59%
+17.6%
XLF BuySELECT SECTOR SPDR TRfinancial$1,230,000
+20.0%
32,105
+22.3%
0.55%
+32.8%
RY SellROYAL BK CDA$1,225,000
-2.2%
11,107
-5.9%
0.54%
+7.9%
WPC SellWP CAREY INC$1,217,000
-4.8%
15,053
-3.4%
0.54%
+5.3%
BAC SellBK OF AMERICA CORP$1,216,000
-8.2%
29,500
-0.9%
0.54%
+1.3%
HD SellHOME DEPOT INC$1,199,000
-37.0%
4,007
-12.6%
0.53%
-30.3%
SBUX SellSTARBUCKS CORP$1,148,000
-31.7%
12,617
-12.2%
0.51%
-24.6%
CVS BuyCVS HEALTH CORP$1,139,000
-1.9%
11,258
+0.0%
0.51%
+8.4%
CSCO SellCISCO SYS INC$1,130,000
-14.8%
20,266
-3.2%
0.50%
-6.0%
VPU SellVANGUARD WORLD FDSutilities etf$1,127,000
+2.2%
6,967
-1.2%
0.50%
+12.8%
V SellVISA INC$1,079,000
-16.9%
4,866
-18.8%
0.48%
-8.4%
ROL SellROLLINS INC$1,055,000
+2.3%
30,086
-0.1%
0.47%
+13.0%
NEWT BuyNEWTEK BUSINESS SVCS CORP$1,042,000
-1.1%
39,032
+2.3%
0.46%
+9.2%
DG BuyDOLLAR GEN CORP NEW$1,034,000
-1.3%
4,644
+4.5%
0.46%
+8.8%
GOOG SellALPHABET INCcap stk cl c$983,000
-16.9%
352
-13.9%
0.44%
-8.2%
FB SellMETA PLATFORMS INCcl a$973,000
-58.5%
4,375
-37.2%
0.43%
-54.1%
WMT BuyWALMART INC$935,000
+3.7%
6,277
+0.7%
0.42%
+14.3%
DIVO BuyAMPLIFY ETF TRcwp enhanced div$922,000
+13.8%
24,624
+16.1%
0.41%
+25.8%
XLK SellSELECT SECTOR SPDR TRtechnology$905,000
-27.6%
5,695
-20.8%
0.40%
-20.1%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$903,000
-5.3%
5,570
+0.2%
0.40%
+4.4%
AMD BuyADVANCED MICRO DEVICES INC$883,000
-14.4%
8,077
+12.7%
0.39%
-5.5%
AEP BuyAMERICAN ELEC PWR CO INC$880,000
+22.4%
8,820
+9.2%
0.39%
+35.3%
RTX SellRAYTHEON TECHNOLOGIES CORP$875,000
+0.8%
8,830
-12.4%
0.39%
+11.5%
IBM BuyINTERNATIONAL BUSINESS MACHS$839,000
-2.3%
6,449
+0.4%
0.37%
+7.8%
SRET BuyGLOBAL X FDSreit etf$807,000
+1.1%
87,771
+4.7%
0.36%
+11.8%
VOO BuyVANGUARD INDEX FDS$803,000
+24.9%
1,934
+31.3%
0.36%
+37.8%
IEFA SellISHARES TRcore msci eafe$781,000
-18.0%
11,230
-12.0%
0.35%
-9.4%
O SellREALTY INCOME CORP$776,000
-3.5%
11,196
-0.3%
0.34%
+6.8%
QQQ SellINVESCO QQQ TRunit ser 1$769,000
-51.0%
2,122
-46.2%
0.34%
-45.9%
BA BuyBOEING CO$764,000
+0.4%
3,990
+5.6%
0.34%
+10.8%
LRCX BuyLAM RESEARCH CORP$749,000
+86.3%
1,393
+149.2%
0.33%
+105.6%
BP SellBP PLCsponsored adr$700,000
+7.9%
23,793
-2.4%
0.31%
+19.2%
CAT BuyCATERPILLAR INC$698,000
+8.6%
3,131
+0.7%
0.31%
+19.7%
WM SellWASTE MGMT INC DEL$697,000
-5.9%
4,397
-1.0%
0.31%
+4.0%
EVT SellEATON VANCE TAX ADVT DIV INC$694,000
-26.3%
23,942
-24.3%
0.31%
-18.7%
LLY BuyLILLY ELI & CO$685,000
+4.9%
2,390
+1.1%
0.30%
+15.6%
AMT BuyAMERICAN TOWER CORP NEW$683,000
-9.9%
2,717
+4.9%
0.30%
-0.7%
VTV SellVANGUARD INDEX FDSvalue etf$681,000
-6.3%
4,610
-6.7%
0.30%
+3.4%
MAR  MARRIOTT INTL INC NEWcl a$680,000
+6.4%
3,8700.0%0.30%
+17.5%
VEA SellVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$677,000
-12.8%
14,101
-7.2%
0.30%
-3.5%
NVG BuyNUVEEN AMT FREE MUN CR INC F$674,000
+5.5%
45,603
+27.9%
0.30%
+16.3%
QCOM BuyQUALCOMM INC$642,000
-16.4%
4,204
+0.0%
0.28%
-7.8%
ABT SellABBOTT LABS$639,000
-16.9%
5,398
-1.2%
0.28%
-8.1%
DIV SellGLOBAL X FDSglobx supdv us$631,000
+0.5%
29,905
-0.9%
0.28%
+10.7%
QYLD BuyGLOBAL X FDSnasdaq 100 cover$629,000
+8.3%
29,988
+14.6%
0.28%
+19.7%
VUG  VANGUARD INDEX FDSgrowth etf$614,000
-10.4%
2,1360.0%0.27%
-1.1%
ADBE SellADOBE SYSTEMS INCORPORATED$611,000
-31.6%
1,341
-14.9%
0.27%
-24.2%
WSBC BuyWESBANCO INC$609,000
-1.8%
17,712
+0.0%
0.27%
+8.8%
IEMG SellISHARES INCcore msci emkt$600,000
-14.2%
10,803
-7.5%
0.27%
-5.0%
BLK SellBLACKROCK INC$592,000
-19.2%
775
-3.1%
0.26%
-10.8%
TSLA SellTESLA INC$567,000
+0.9%
526
-1.1%
0.25%
+11.5%
OKE  ONEOK INC NEW$565,000
+20.2%
7,9960.0%0.25%
+32.8%
COST SellCOSTCO WHSL CORP NEW$543,000
+0.6%
943
-0.7%
0.24%
+11.1%
PYPL BuyPAYPAL HLDGS INC$533,000
-16.5%
4,607
+36.1%
0.24%
-7.8%
IRM SellIRON MTN INC NEW$526,000
-6.6%
9,493
-11.8%
0.23%
+3.1%
BMY SellBRISTOL-MYERS SQUIBB CO$525,000
+8.5%
7,188
-7.3%
0.23%
+19.5%
DEO SellDIAGEO PLCspon adr new$523,000
-8.1%
2,573
-0.4%
0.23%
+1.3%
C BuyCITIGROUP INC$520,000
-9.2%
9,734
+2.5%
0.23%0.0%
UNH SellUNITEDHEALTH GROUP INC$516,000
-62.7%
1,011
-63.3%
0.23%
-58.8%
ENB BuyENBRIDGE INC$513,000
+31.9%
11,137
+11.9%
0.23%
+45.2%
KMI BuyKINDER MORGAN INC DEL$504,000
+24.8%
26,656
+4.7%
0.22%
+37.4%
EGP  EASTGROUP PPTYS INC$500,000
-10.9%
2,4610.0%0.22%
-1.8%
LMT SellLOCKHEED MARTIN CORP$499,000
+20.5%
1,131
-3.0%
0.22%
+32.9%
VYM BuyVANGUARD WHITEHALL FDShigh div yld$496,000
+0.2%
4,420
+0.2%
0.22%
+10.6%
DLN BuyWISDOMTREE TRus largecap divd$494,000
+4.0%
7,513
+4.6%
0.22%
+15.2%
ANTM SellANTHEM INC$481,000
+5.9%
979
-0.1%
0.21%
+16.9%
VFH BuyVANGUARD WORLD FDSfinancials etf$475,000
+8.7%
5,084
+12.3%
0.21%
+19.9%
ETN SellEATON CORP PLC$475,000
-22.1%
3,131
-11.3%
0.21%
-13.9%
UNP SellUNION PAC CORP$465,000
+6.2%
1,704
-2.0%
0.21%
+17.6%
IWR SellISHARES TRrus mid cap etf$456,000
-6.2%
5,847
-0.1%
0.20%
+3.6%
IJH SellISHARES TRcore s&p mcp etf$456,000
-7.7%
1,701
-2.6%
0.20%
+2.0%
ORCL SellORACLE CORP$451,000
-6.0%
5,457
-0.9%
0.20%
+3.6%
CHI BuyCALAMOS CONV OPPORTUNITIES &sh ben int$447,000
-12.2%
33,827
+0.4%
0.20%
-2.9%
PFF SellISHARES TRpfd and incm sec$440,000
-14.6%
12,072
-7.6%
0.20%
-5.3%
COP SellCONOCOPHILLIPS$442,000
+35.6%
4,418
-2.0%
0.20%
+49.6%
CMCSA SellCOMCAST CORP NEWcl a$440,000
-54.4%
9,402
-50.9%
0.20%
-49.5%
TXN SellTEXAS INSTRS INC$433,000
-12.0%
2,357
-9.7%
0.19%
-3.0%
TDY SellTELEDYNE TECHNOLOGIES INC$432,000
+7.7%
915
-0.2%
0.19%
+19.3%
USMV BuyISHARES TRmsci usa min vol$429,000
+21.5%
5,529
+26.6%
0.19%
+34.5%
CSX SellCSX CORP$429,000
-1.8%
11,464
-1.4%
0.19%
+8.5%
SLV NewISHARES SILVER TRishares$428,00018,700
+100.0%
0.19%
VGT BuyVANGUARD WORLD FDSinf tech etf$426,000
-9.0%
1,022
+0.1%
0.19%
+0.5%
EMR SellEMERSON ELEC CO$419,000
-1.2%
4,271
-6.4%
0.19%
+8.8%
LQDH SellISHARES U S ETF TRint rt hdg c b$399,000
-3.9%
4,263
-1.8%
0.18%
+6.0%
FVD BuyFIRST TR VALUE LINE DIVID IN$395,000
+0.3%
9,329
+1.9%
0.18%
+10.7%
SPGI BuyS&P GLOBAL INC$396,000
-10.2%
965
+3.2%
0.18%
-0.6%
AMGN SellAMGEN INC$394,000
+7.4%
1,628
-0.2%
0.18%
+18.2%
XLI SellSELECT SECTOR SPDR TRsbi int-inds$386,000
-30.5%
3,747
-28.6%
0.17%
-22.9%
QQEW BuyFIRST TR NAS100 EQ WEIGHTED$383,000
-9.5%
3,573
+0.0%
0.17%0.0%
DGRO BuyISHARES TRcore div grwth$377,000
-1.8%
7,064
+2.2%
0.17%
+9.1%
CCI SellCROWN CASTLE INTL CORP NEW$379,000
-13.1%
2,055
-1.6%
0.17%
-4.0%
HTGC BuyHERCULES CAPITAL INC$371,000
+11.7%
20,557
+2.8%
0.16%
+23.1%
MDT SellMEDTRONIC PLC$370,000
-14.9%
3,335
-20.7%
0.16%
-6.3%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$370,0000.0%4,689
+2.4%
0.16%
+10.1%
KMPR  KEMPER CORP$366,000
-3.9%
6,4800.0%0.16%
+6.5%
WFC SellWELLS FARGO CO NEW$364,000
+0.6%
7,507
-0.5%
0.16%
+11.0%
ADP  AUTOMATIC DATA PROCESSING IN$360,000
-7.7%
1,5810.0%0.16%
+1.9%
IJR BuyISHARES TRcore s&p scp etf$357,000
+0.8%
3,314
+7.0%
0.16%
+12.0%
MPW BuyMEDICAL PPTYS TRUST INC$344,000
-9.5%
16,257
+1.1%
0.15%0.0%
WMB NewWILLIAMS COS INC$342,00010,245
+100.0%
0.15%
GS BuyGOLDMAN SACHS GROUP INC$343,000
-13.6%
1,039
+0.1%
0.15%
-5.0%
AXP SellAMERICAN EXPRESS CO$337,000
+13.5%
1,800
-0.8%
0.15%
+26.1%
SO BuySOUTHERN CO$331,000
+63.1%
4,564
+54.4%
0.15%
+79.3%
FV BuyFIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf$323,000
+14.5%
6,776
+18.1%
0.14%
+27.4%
IWY SellISHARES TRrus tp200 gr etf$323,000
-25.4%
2,034
-18.5%
0.14%
-17.2%
FDN  FIRST TR EXCHANGE-TRADED FDdj internt idx$317,000
-16.8%
1,6870.0%0.14%
-7.8%
LIN SellLINDE PLC$314,000
-9.5%
983
-1.9%
0.14%0.0%
TSM  TAIWAN SEMICONDUCTOR MFG LTDsponsored ads$314,000
-13.3%
3,0120.0%0.14%
-4.1%
AWI  ARMSTRONG WORLD INDS INC NEW$315,000
-22.4%
3,5000.0%0.14%
-14.1%
GLD NewSPDR GOLD TR$316,0001,751
+100.0%
0.14%
VO BuyVANGUARD INDEX FDSmid cap etf$315,000
-5.7%
1,324
+1.1%
0.14%
+4.5%
GSLC  GOLDMAN SACHS ETF TRactivebeta us lg$314,000
-6.3%
3,5230.0%0.14%
+3.7%
GSK  GLAXOSMITHKLINE PLCsponsored adr$307,000
-1.0%
7,0400.0%0.14%
+8.8%
ESGU BuyISHARES TResg awr msci usa$299,000
-5.7%
2,953
+0.4%
0.13%
+3.9%
AOM  ISHARES TRmodert alloc etf$294,000
-5.5%
6,8380.0%0.13%
+4.8%
FE NewFIRSTENERGY CORP$292,0006,360
+100.0%
0.13%
PODD SellINSULET CORP$285,000
-9.2%
1,070
-9.2%
0.13%
+0.8%
DVY BuyISHARES TRselect divid etf$284,000
+5.2%
2,217
+0.6%
0.13%
+15.6%
NUE NewNUCOR CORP$284,0001,910
+100.0%
0.13%
ITW  ILLINOIS TOOL WKS INC$283,000
-15.0%
1,3500.0%0.13%
-6.0%
CIBR BuyFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$275,000
+1.1%
5,170
+0.3%
0.12%
+11.9%
APD SellAIR PRODS & CHEMS INC$274,000
-24.7%
1,097
-8.4%
0.12%
-16.4%
DFS  DISCOVER FINL SVCS$272,000
-4.6%
2,4690.0%0.12%
+5.2%
KMB SellKIMBERLY-CLARK CORP$272,000
-17.6%
2,208
-4.4%
0.12%
-9.0%
NLY BuyANNALY CAPITAL MANAGEMENT IN$269,000
+92.1%
38,172
+113.8%
0.12%
+114.3%
GOVT SellISHARES TRus treas bd etf$267,000
-7.9%
10,738
-1.3%
0.12%
+1.7%
IUSB BuyISHARES TRcore total usd$266,000
-5.0%
5,363
+1.3%
0.12%
+4.4%
XLV SellSELECT SECTOR SPDR TRsbi healthcare$264,000
-6.0%
1,928
-3.2%
0.12%
+3.5%
DHR SellDANAHER CORPORATION$264,000
-11.1%
901
-0.2%
0.12%
-1.7%
NFG  NATIONAL FUEL GAS CO$263,000
+7.3%
3,8320.0%0.12%
+18.2%
MMM  3M CO$261,000
-16.3%
1,7550.0%0.12%
-7.9%
CARR SellCARRIER GLOBAL CORPORATION$259,000
-18.8%
5,636
-4.3%
0.12%
-10.2%
WBA  WALGREENS BOOTS ALLIANCE INC$258,000
-14.0%
5,7560.0%0.12%
-5.0%
FITB BuyFIFTH THIRD BANCORP$254,000
+5.4%
5,905
+6.7%
0.11%
+16.5%
HYG BuyISHARES TRiboxx hi yd etf$251,000
-5.3%
3,051
+0.2%
0.11%
+4.7%
CW  CURTISS WRIGHT CORP$252,000
+8.2%
1,6800.0%0.11%
+19.1%
XLY BuySELECT SECTOR SPDR TRsbi cons discr$251,000
-7.4%
1,357
+2.5%
0.11%
+2.8%
RDVY BuyFIRST TR EXCHANGE-TRADED FDrisng divd achiv$249,000
-5.0%
5,073
+0.2%
0.11%
+5.7%
STOR SellSTORE CAP CORP$244,000
-31.3%
8,333
-19.2%
0.11%
-24.5%
COF SellCAPITAL ONE FINL CORP$244,000
-10.0%
1,860
-0.4%
0.11%
-0.9%
VWO  VANGUARD INTL EQUITY INDEX Fftse emr mkt etf$240,000
-6.6%
5,1940.0%0.11%
+3.9%
PLD BuyPROLOGIS INC.$238,000
-4.0%
1,474
+0.3%
0.11%
+6.0%
MDLZ SellMONDELEZ INTL INCcl a$238,000
-9.8%
3,789
-4.9%
0.11%0.0%
DON SellWISDOMTREE TRus midcap divid$237,000
-71.0%
5,333
-71.1%
0.10%
-68.1%
MBB SellISHARES TRmbs etf$237,000
-11.9%
2,328
-7.1%
0.10%
-2.8%
BXMX SellNUVEEN S&P 500 BUY-WRITE INC$235,000
-5.6%
16,524
-2.8%
0.10%
+4.0%
MXI  ISHARES TRglobal mater etf$235,000
+3.5%
2,5050.0%0.10%
+14.3%
NKE SellNIKE INCcl b$233,000
-40.3%
1,733
-25.9%
0.10%
-33.8%
ADM NewARCHER DANIELS MIDLAND CO$232,0002,573
+100.0%
0.10%
IYW BuyISHARES TRu.s. tech etf$227,000
+1.8%
2,201
+13.4%
0.10%
+12.2%
MA SellMASTERCARD INCORPORATEDcl a$227,000
-1.7%
634
-1.6%
0.10%
+8.6%
ACN  ACCENTURE PLC IRELAND$226,000
-18.7%
6700.0%0.10%
-10.7%
IWB  ISHARES TRrus 1000 etf$222,000
-5.1%
8860.0%0.10%
+5.3%
CL SellCOLGATE PALMOLIVE CO$222,000
-21.0%
2,931
-10.9%
0.10%
-12.4%
SYY SellSYSCO CORP$222,000
-1.3%
2,716
-5.2%
0.10%
+8.8%
FXR SellFIRST TR EXCHANGE TRADED FDindls prod dur$220,000
-14.7%
3,899
-5.7%
0.10%
-5.8%
AOS  SMITH A O CORP$218,000
-25.6%
3,4120.0%0.10%
-17.8%
XAR BuySPDR SER TRaerospace def$217,000
+33.1%
1,744
+24.4%
0.10%
+45.5%
EPD NewENTERPRISE PRODS PARTNERS L$215,0008,335
+100.0%
0.10%
TIP SellISHARES TRtips bd etf$213,000
-7.0%
1,712
-3.4%
0.10%
+3.3%
SPAB SellSPDR SER TRportfolio agrgte$212,000
-15.5%
7,639
-10.0%
0.09%
-6.9%
UBCP BuyUNITED BANCORP INC OHIO$209,000
+10.0%
11,502
+1.1%
0.09%
+22.4%
RSP SellINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$209,000
-15.4%
1,327
-12.6%
0.09%
-6.1%
VV BuyVANGUARD INDEX FDSlarge cap etf$207,000
-5.9%
995
+0.2%
0.09%
+3.4%
AGG BuyISHARES TRcore us aggbd et$205,000
+10.2%
1,910
+17.0%
0.09%
+21.3%
CRWD SellCROWDSTRIKE HLDGS INCcl a$203,000
-40.6%
894
-46.5%
0.09%
-34.8%
TMO SellTHERMO FISHER SCIENTIFIC INC$200,000
-47.2%
338
-40.5%
0.09%
-41.4%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$193,000
-19.6%
2,431
-14.0%
0.09%
-11.3%
PID BuyINVESCO EXCHANGE TRADED FD Tintl divi achi$194,000
+6.6%
9,885
+0.4%
0.09%
+17.8%
EFG BuyISHARES TReafe grwth etf$192,000
-11.1%
1,994
+1.7%
0.08%
-2.3%
NOBL BuyPROSHARES TRs&p 500 dv arist$192,000
-3.0%
2,021
+0.3%
0.08%
+6.2%
IVE  ISHARES TRs&p 500 val etf$188,000
-0.5%
1,2060.0%0.08%
+10.5%
ITOT  ISHARES TRcore s&p ttl stk$189,000
-5.5%
1,8710.0%0.08%
+5.0%
FXD BuyFIRST TR EXCHANGE TRADED FDconsumr discre$190,000
-8.7%
3,487
+3.9%
0.08%0.0%
IEUR  ISHARES TRcore msci euro$186,000
-8.4%
3,4890.0%0.08%
+1.2%
HDV SellISHARES TRcore high dv etf$186,000
+0.5%
1,741
-5.2%
0.08%
+12.2%
IYG BuyISHARES TRu.s. fin svc etf$185,000
+21.7%
1,028
+30.5%
0.08%
+34.4%
SDY SellSPDR SER TRs&p divid etf$182,000
-12.9%
1,419
-12.1%
0.08%
-3.6%
PNC SellPNC FINL SVCS GROUP INC$178,000
-10.1%
966
-2.0%
0.08%
-1.2%
ET BuyENERGY TRANSFER L P$174,000
+70.6%
15,555
+25.7%
0.08%
+87.8%
FTCS SellFIRST TR EXCHANGE-TRADED FDcap strength etf$174,000
-31.0%
2,228
-25.1%
0.08%
-23.8%
OIH  VANECK ETF TRUSToil services etf$170,000
+53.2%
6000.0%0.08%
+68.9%
HBAN BuyHUNTINGTON BANCSHARES INC$172,000
-4.4%
11,786
+0.9%
0.08%
+5.6%
EFA SellISHARES TRmsci eafe etf$168,000
-6.7%
2,278
-0.2%
0.08%
+4.2%
SDIV SellGLOBAL X FDSglb x superdiv$165,000
-34.8%
14,430
-30.0%
0.07%
-28.4%
EFV BuyISHARES TReafe value etf$160,000
+1.9%
3,176
+2.1%
0.07%
+12.7%
FXL BuyFIRST TR EXCHANGE TRADED FDtech alphadex$158,000
-7.6%
1,362
+4.9%
0.07%
+1.4%
HYD  VANECK ETF TRUSThigh yld munietf$158,000
-8.1%
2,7550.0%0.07%
+1.4%
SOXX BuyISHARES TRishares semicdtr$153,000
+7.7%
323
+23.8%
0.07%
+19.3%
IVW  ISHARES TRs&p 500 grwt etf$152,000
-9.0%
1,9960.0%0.07%
+1.5%
HEFA  ISHARES TRhdg msci eafe$149,000
-3.9%
4,3970.0%0.07%
+6.5%
ALTY BuyGLOBAL X FDSalternative incm$147,000
+8.9%
11,279
+12.3%
0.06%
+20.4%
AGNC SellAGNC INVT CORP$146,000
-15.1%
11,153
-2.5%
0.06%
-5.8%
FTXR BuyFIRST TR EXCHANGE-TRADED FDnasdaq transn$146,000
-2.0%
4,533
+5.0%
0.06%
+8.3%
FYT  FIRST TR EXCHANGE-TRADED ALPsml cap val alph$143,000
-3.4%
2,7910.0%0.06%
+6.7%
NEA BuyNUVEEN AMT FREE QLTY MUN INC$143,000
-11.2%
10,890
+5.6%
0.06%
-1.5%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$143,0000.0%1,838
+3.7%
0.06%
+10.3%
IAT BuyISHARES TRus regnl bks etf$141,000
+20.5%
2,394
+26.2%
0.06%
+34.0%
FYC  FIRST TR EXCHANGE-TRADED ALPsml cp grw alp$141,000
-8.4%
2,0650.0%0.06%
+1.6%
IYC BuyISHARES TRus consum discre$139,000
+15.8%
1,857
+30.0%
0.06%
+29.2%
FNY  FIRST TR EXCHANGE-TRADED ALPmid cp gr alph$139,000
-10.3%
2,0840.0%0.06%0.0%
FNK  FIRST TR EXCHANGE-TRADED ALPmid cap val fd$132,000
-0.8%
2,8310.0%0.06%
+9.3%
XYLD BuyGLOBAL X FDSs&p 500 covered$129,000
+22.9%
2,597
+24.7%
0.06%
+35.7%
JFR  NUVEEN FLOATING RATE INCOME$127,000
-1.6%
12,6870.0%0.06%
+7.7%
AOA SellISHARES TRaggres alloc etf$124,000
-13.9%
1,796
-9.2%
0.06%
-5.2%
ICVT SellISHARES TRconv bd etf$122,000
-10.9%
1,459
-5.0%
0.05%
-1.8%
ICF BuyISHARES TRcohen steer reit$121,000
-4.0%
1,698
+2.8%
0.05%
+5.9%
ITB BuyISHARES TRus home cons etf$121,000
-11.7%
2,040
+23.5%
0.05%
-1.8%
VOE  VANGUARD INDEX FDSmcap vl idxvip$120,000
-0.8%
8020.0%0.05%
+8.2%
PDP  INVESCO EXCHANGE TRADED FD Tdwa momentum$112,000
-14.5%
1,3810.0%0.05%
-5.7%
EFAS SellGLOBAL X FDSmsci supdiv ea$111,000
-25.0%
7,139
-24.4%
0.05%
-18.3%
BUG BuyGLOBAL X FDScybrscurty etf$103,0000.0%3,268
+0.6%
0.05%
+12.2%
XLP BuySELECT SECTOR SPDR TRsbi cons stpls$103,000
+33.8%
1,355
+35.9%
0.05%
+48.4%
SIRI  SIRIUS XM HOLDINGS INC$103,000
+4.0%
15,5700.0%0.05%
+15.0%
XLC SellSELECT SECTOR SPDR TR$104,000
-37.3%
1,513
-29.1%
0.05%
-31.3%
MUB  ISHARES TRnational mun etf$104,000
-6.3%
9510.0%0.05%
+2.2%
FAM NewFIRST TR / ABERDEEN GLOBAL O$104,00013,873
+100.0%
0.05%
VT NewVANGUARD INTL EQUITY INDEX Ftt wrld st etf$101,0001,000
+100.0%
0.04%
KYN NewKAYNE ANDERSON ENERGY INFRST$98,00010,676
+100.0%
0.04%
PSJ BuyINVESCO EXCHANGE TRADED FD Tdynmc software$99,000
-10.0%
884
+2.2%
0.04%0.0%
DWAS  INVESCO EXCH TRADED FD TR IIdwa smlcp ment$100,000
-5.7%
1,1760.0%0.04%
+2.3%
IYJ BuyISHARES TRus industrials$97,000
+15.5%
922
+23.9%
0.04%
+26.5%
SKYY BuyFIRST TR EXCHANGE TRADED FD$97,000
-13.4%
1,073
+0.1%
0.04%
-4.4%
VMBS BuyVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$96,000
-5.0%
1,910
+0.1%
0.04%
+4.9%
FXO  FIRST TR EXCHANGE TRADED FDfinls alphadex$94,000
-1.1%
2,0520.0%0.04%
+10.5%
IHI SellISHARES TRu.s. med dvc etf$93,000
-9.7%
1,520
-2.7%
0.04%0.0%
XLU BuySELECT SECTOR SPDR TRsbi int-utils$89,000
+11.2%
1,189
+6.4%
0.04%
+25.0%
XHE  SPDR SER TRhlth cr equip$90,000
-4.3%
8000.0%0.04%
+5.3%
VBR SellVANGUARD INDEX FDSsm cp val etf$90,000
-80.2%
510
-80.0%
0.04%
-78.1%
VNQ  VANGUARD INDEX FDSreal estate etf$89,000
-6.3%
8190.0%0.04%
+5.3%
VIGI BuyVANGUARD WHITEHALL FDSintl dvd etf$87,000
+19.2%
1,102
+29.5%
0.04%
+34.5%
IXN SellISHARES TRglobal tech etf$88,000
-17.0%
1,516
-8.1%
0.04%
-9.3%
IDV BuyISHARES TRintl sel div etf$87,000
+2.4%
2,746
+1.0%
0.04%
+14.7%
QUAL  ISHARES TRmsci usa qlt fct$85,000
-7.6%
6290.0%0.04%
+2.7%
IGV  ISHARES TRexpanded tech$80,000
-13.0%
2320.0%0.04%
-2.7%
IYT SellISHARES TRus trsprtion$82,000
-13.7%
302
-12.5%
0.04%
-5.3%
IGSB SellISHARES TR$81,000
-4.7%
1,561
-1.3%
0.04%
+5.9%
FBT  FIRST TR EXCHANGE-TRADED FDny arca biotech$80,000
-8.0%
5390.0%0.04%
+2.9%
MDIV SellFIRST TR EXCHANGE-TRADED FDmulti asset di$82,000
+1.2%
4,889
-0.2%
0.04%
+9.1%
EBIZ SellGLOBAL X FDS$76,000
-21.6%
3,413
-3.7%
0.03%
-12.8%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$76,000
-7.3%
882
+0.1%
0.03%
+3.0%
MTUM SellISHARES TRmsci usa mmentm$76,000
-12.6%
453
-5.0%
0.03%
-2.9%
SCHO BuySCHWAB STRATEGIC TRsht tm us tres$75,000
-2.6%
1,515
+0.1%
0.03%
+6.5%
PGF BuyINVESCO EXCHANGE TRADED FD Tfinl pfd etf$74,000
-10.8%
4,391
+0.0%
0.03%0.0%
IYLD  ISHARES TRmrngstr inc etf$71,000
-6.6%
3,1810.0%0.03%
+3.2%
PGX SellINVESCO EXCH TRADED FD TR IIpfd etf$73,000
-27.7%
5,410
-20.0%
0.03%
-22.0%
PSP BuyINVESCO EXCHANGE TRADED FD Tgbl listed pvt$72,000
-11.1%
5,583
+6.4%
0.03%
-3.0%
VCSH  VANGUARD SCOTTSDALE FDSshrt trm corp bd$70,000
-2.8%
8900.0%0.03%
+6.9%
FLOT  ISHARES TRfltg rate nt etf$69,0000.0%1,3580.0%0.03%
+10.7%
NEAR SellISHARES U S ETF TRblackrock st mat$70,000
-25.5%
1,407
-25.3%
0.03%
-18.4%
IYF  ISHARES TRu.s. finls etf$68,000
-2.9%
8080.0%0.03%
+7.1%
VDE BuyVANGUARD WORLD FDSenergy etf$68,000
+78.9%
639
+30.9%
0.03%
+100.0%
SDEM SellGLOBAL X FDSmsci supr em etf$67,000
-5.6%
6,451
-0.9%
0.03%
+3.4%
XHB SellSPDR SER TRs&p homebuild$66,000
-37.1%
1,047
-14.7%
0.03%
-31.0%
FALN SellISHARES TRfaln angls usd$65,000
-9.7%
2,328
-3.1%
0.03%0.0%
IWV SellISHARES TRrussell 3000 etf$66,000
-7.0%
251
-1.6%
0.03%0.0%
ACWX BuyISHARES TRmsci acwi ex us$65,000
+3.2%
1,243
+9.0%
0.03%
+16.0%
BIV  VANGUARD BD INDEX FDSintermed term$65,000
-7.1%
7950.0%0.03%
+3.6%
EEM BuyISHARES TRmsci emg mkt etf$63,000
+3.3%
1,387
+11.4%
0.03%
+12.0%
PIE  INVESCO EXCH TRADED FD TR IIdwa emerg mkts$64,000
-8.6%
2,7310.0%0.03%0.0%
IHF  ISHARES TRus hlthcr pr etf$60,000
-3.2%
2130.0%0.03%
+8.0%
VLUE SellISHARES TRmsci usa value$61,000
-9.0%
583
-4.6%
0.03%0.0%
IAI BuyISHARES TRus br del se etf$61,000
+56.4%
608
+70.8%
0.03%
+68.8%
BLV  VANGUARD BD INDEX FDSlong term bond$60,000
-10.4%
6490.0%0.03%0.0%
IYE BuyISHARES TRu.s. energy etf$60,000
+39.5%
1,476
+2.3%
0.03%
+58.8%
IUSV  ISHARES TRcore s&p us vlu$59,0000.0%7790.0%0.03%
+8.3%
ITM  VANECK ETF TRUSTintrmdt muni etf$59,000
-7.8%
1,2520.0%0.03%0.0%
COMT BuyISHARES U S ETF TRgsci cmdty stgy$59,000
+37.2%
1,485
+6.1%
0.03%
+52.9%
IJK  ISHARES TRs&p mc 400gr etf$58,000
-9.4%
7520.0%0.03%0.0%
CMF  ISHARES TRcalif mun bd etf$58,000
-6.5%
9920.0%0.03%
+4.0%
PCY BuyINVESCO EXCH TRADED FD TR IIemrng mkt svrg$58,000
-13.4%
2,572
+0.7%
0.03%
-3.7%
FXH  FIRST TR EXCHANGE TRADED FDhlth care alph$57,000
-8.1%
4990.0%0.02%0.0%
IXG BuyISHARES TRglobal finls etf$57,000
+1.8%
713
+1.6%
0.02%
+8.7%
EFAV  ISHARES TRmsci eafe min vl$57,000
-6.6%
7950.0%0.02%0.0%
IUSG  ISHARES TRcore s&p us gwt$56,000
-8.2%
5260.0%0.02%0.0%
IWM  ISHARES TRrussell 2000 etf$53,000
-8.6%
2590.0%0.02%
+4.3%
RYLD BuyGLOBAL X FDSrussell 2000$53,000
+39.5%
2,224
+43.8%
0.02%
+60.0%
IWS  ISHARES TRrus mdcp val etf$54,000
-1.8%
4480.0%0.02%
+9.1%
GNOM SellGLOBAL X FDSgenomic biotech$51,000
-31.1%
3,369
-10.0%
0.02%
-23.3%
HYGH  ISHARES U S ETF TRit rt hdg hgyl$50,000
-2.0%
5750.0%0.02%
+4.8%
ESGE SellISHARES INCesg awr msci em$49,000
-16.9%
1,325
-10.1%
0.02%
-8.3%
HYHG SellPROSHARES TRhgh yld int rate$50,000
-2.0%
798
-1.8%
0.02%
+4.8%
IGLB SellISHARES TR10+ yr invst grd$50,000
-27.5%
808
-18.9%
0.02%
-21.4%
IGIB SellISHARES TR$47,000
-55.7%
858
-52.1%
0.02%
-51.2%
ITA  ISHARES TRus aer def etf$47,000
+9.3%
4230.0%0.02%
+23.5%
FVC  FIRST TR EXCHANGE-TRADED FDdorsey wright$47,000
-4.1%
1,2830.0%0.02%
+5.0%
ATRS  ANTARES PHARMA INC$47,000
+14.6%
11,5000.0%0.02%
+31.2%
PSCT  INVESCO EXCH TRADED FD TR IIs&p smlcp info$44,000
-10.2%
3180.0%0.02%0.0%
REMX  VANECK ETF TRUSTrare earth/strtg$46,000
+7.0%
3860.0%0.02%
+17.6%
FXG  FIRST TR EXCHANGE TRADED FDconsumr staple$44,000
+2.3%
6930.0%0.02%
+17.6%
IXC  ISHARES TRglobal energ etf$42,000
+31.2%
1,1660.0%0.02%
+46.2%
HPE BuyHEWLETT PACKARD ENTERPRISE C$43,000
+4.9%
2,600
+0.5%
0.02%
+18.8%
IEZ SellISHARES TRus oil eq&sv etf$42,000
+10.5%
2,171
-26.4%
0.02%
+26.7%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$43,000
+13.2%
751
+21.9%
0.02%
+26.7%
PSCC  INVESCO EXCH TRADED FD TR IIs&p smlcp stap$40,000
-9.1%
4000.0%0.02%0.0%
RYE BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql enr$40,000
+42.9%
600
+0.5%
0.02%
+63.6%
VBK SellVANGUARD INDEX FDSsml cp grw etf$41,000
-18.0%
164
-7.9%
0.02%
-10.0%
AIG SellAMERICAN INTL GROUP INC$35,000
-2.8%
560
-11.1%
0.02%
+14.3%
IJT  ISHARES TRs&p sml 600 gwt$37,000
-9.8%
2940.0%0.02%0.0%
PSCF  INVESCO EXCH TRADED FD TR IIs&p smlcp finl$33,000
-5.7%
5660.0%0.02%
+7.1%
IJJ  ISHARES TRs&p mc 400vl etf$33,0000.0%2980.0%0.02%
+15.4%
AGZ  ISHARES TRagency bond etf$34,000
-5.6%
3050.0%0.02%
+7.1%
XLB SellSELECT SECTOR SPDR TRsbi materials$34,000
-49.3%
390
-47.2%
0.02%
-44.4%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$34,000
+466.7%
646
+492.7%
0.02%
+650.0%
VOX  VANGUARD WORLD FDS$33,000
-10.8%
2710.0%0.02%0.0%
VTI  VANGUARD INDEX FDStotal stk mkt$34,000
-5.6%
1470.0%0.02%
+7.1%
EMB SellISHARES TRjpmorgan usd emg$31,000
-48.3%
313
-43.2%
0.01%
-41.7%
SPLV  INVESCO EXCH TRADED FD TR IIs&p500 low vol$32,000
-3.0%
4760.0%0.01%
+7.7%
SIZE  ISHARES TRmsci usa sze ft$32,000
-5.9%
2490.0%0.01%0.0%
VGSH  VANGUARD SCOTTSDALE FDSshort term treas$29,000
-3.3%
4970.0%0.01%
+8.3%
CLOU BuyGLOBAL X FDS$30,000
-16.7%
1,351
+0.8%
0.01%
-7.1%
VXF  VANGUARD INDEX FDSextend mkt etf$29,000
-9.4%
1770.0%0.01%0.0%
SMLF  ISHARES TRmsci usa sml cp$26,000
-3.7%
4770.0%0.01%
+9.1%
PKW  INVESCO EXCHANGE TRADED FD Tbuyback achiev$28,000
-6.7%
3100.0%0.01%0.0%
IWP  ISHARES TRrus md cp gr etf$26,000
-10.3%
2560.0%0.01%0.0%
USIG  ISHARES TRusd inv grde etf$26,000
-10.3%
4810.0%0.01%0.0%
IFV BuyFIRST TR EXCHANGE-TRADED FDdorsey wright$25,000
+19.0%
1,222
+36.5%
0.01%
+37.5%
PAVE  GLOBAL X FDSus infr dev etf$24,0000.0%8370.0%0.01%
+10.0%
IJS BuyISHARES TRsp smcp600vl etf$24,000
+9.1%
231
+7.4%
0.01%
+22.2%
PEJ  INVESCO EXCHANGE TRADED FD Tdynmc leisure$20,0000.0%4000.0%0.01%
+12.5%
VIS  VANGUARD WORLD FDSindustrial etf$20,000
-4.8%
1040.0%0.01%
+12.5%
KBWD  INVESCO EXCH TRADED FD TR IIkbw hig dv yld$17,000
-5.6%
8800.0%0.01%
+14.3%
IYH  ISHARES TRus hlthcare etf$19,000
-5.0%
650.0%0.01%0.0%
REM  ISHARES TRmortge rel etf$19,000
-5.0%
5830.0%0.01%0.0%
TLT SellISHARES TR20 yr tr bd etf$18,000
-35.7%
133
-30.0%
0.01%
-27.3%
CAG BuyCONAGRA BRANDS INC$19,0000.0%573
+0.5%
0.01%0.0%
IXUS  ISHARES TRcore msci total$16,000
-5.9%
2460.0%0.01%0.0%
PZA  INVESCO EXCH TRADED FD TR IInatl amt muni$16,000
-11.1%
6530.0%0.01%0.0%
DTN  WISDOMTREE TRus ai enhanced$15,0000.0%1520.0%0.01%
+16.7%
IEO BuyISHARES TRus oil gs ex etf$16,000
+45.5%
185
+1.1%
0.01%
+75.0%
IEF SellISHARES TRbarclays 7 10 yr$14,000
-48.1%
128
-45.1%
0.01%
-45.5%
PBW  INVESCO EXCHANGE TRADED FD Twilderhil clan$14,000
-12.5%
2200.0%0.01%0.0%
RWR BuySPDR SER TRdj reit etf$14,000
+16.7%
118
+18.0%
0.01%
+20.0%
MLPA  GLOBAL X FDSglbl x mlp etf$14,000
+16.7%
3500.0%0.01%
+20.0%
MGK  VANGUARD WORLD FDmega grwth ind$13,000
-13.3%
570.0%0.01%0.0%
QCLN  FIRST TR EXCHANGE-TRADED FDnas clnedg green$13,000
-7.1%
2000.0%0.01%0.0%
SHYG BuyISHARES TR0-5yr hi yl cp$13,0000.0%295
+1.0%
0.01%
+20.0%
IBMK BuyISHARES TRibonds dec2022$11,0000.0%406
+0.2%
0.01%
+25.0%
DFE  WISDOMTREE TReurope smcp dv$12,000
-7.7%
1730.0%0.01%0.0%
SPFF  GLOBAL X FDSglbx suprinc etf$12,0000.0%1,0400.0%0.01%0.0%
VDC  VANGUARD WORLD FDSconsum stp etf$11,0000.0%560.0%0.01%
+25.0%
IWN  ISHARES TRrus 2000 val etf$12,0000.0%740.0%0.01%0.0%
MGV  VANGUARD WORLD FDmega cap val etf$11,0000.0%1050.0%0.01%
+25.0%
ISTB  ISHARES TRcore 1 5 yr usd$12,000
-7.7%
2500.0%0.01%0.0%
REET  ISHARES TRglobal reit etf$11,0000.0%3610.0%0.01%
+25.0%
HEZU  ISHARES TRcur hd eurzn etf$12,000
-7.7%
3540.0%0.01%0.0%
CGW NewINVESCO EXCH TRADED FD TR IIs&p gbl water$10,000184
+100.0%
0.00%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$8,000
-11.1%
1120.0%0.00%0.0%
PSCH  INVESCO EXCH TRADED FD TR IIs&p smlcp helt$8,000
-11.1%
490.0%0.00%0.0%
DEM  WISDOMTREE TRemer mkt high fd$10,0000.0%2290.0%0.00%0.0%
XLRE  SELECT SECTOR SPDR TRrl est sel sec$8,0000.0%1640.0%0.00%
+33.3%
RPG  INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$9,000
-18.2%
510.0%0.00%0.0%
IAGG  ISHARES TRcore intl aggr$9,0000.0%1680.0%0.00%0.0%
BLOK BuyAMPLIFY ETF TRblockchain ldr$8,0000.0%228
+14.0%
0.00%
+33.3%
PSK SellSPDR SER TRice pfd sec etf$8,000
-66.7%
205
-62.7%
0.00%
-60.0%
IBB  ISHARES TRishares biotech$9,000
-10.0%
670.0%0.00%0.0%
SPIP  SPDR SER TRportfli tips etf$10,0000.0%3230.0%0.00%0.0%
RFG  INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr$8,000
-11.1%
380.0%0.00%0.0%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$10,000
-61.5%
264
-60.5%
0.00%
-60.0%
VCLT BuyVANGUARD SCOTTSDALE FDSlg-term cor bd$10,000
+150.0%
108
+217.6%
0.00%
+100.0%
STIP  ISHARES TR0-5 yr tips etf$10,0000.0%920.0%0.00%0.0%
EWJ  ISHARES INCmsci jpn etf new$10,000
-9.1%
1700.0%0.00%0.0%
VAW  VANGUARD WORLD FDSmaterials etf$6,0000.0%310.0%0.00%
+50.0%
IWO  ISHARES TRrus 2000 grw etf$6,000
-14.3%
230.0%0.00%0.0%
DOL  WISDOMTREE TRintl lrgcap dv$7,0000.0%1430.0%0.00%0.0%
XBI SellSPDR SER TRs&p biotech$7,000
-98.3%
76
-97.9%
0.00%
-98.2%
SMMV BuyISHARES TRmsci usa smcp mn$7,0000.0%194
+7.2%
0.00%0.0%
CWB  SPDR SER TRbloomberg conv$7,000
-12.5%
950.0%0.00%0.0%
VGIT  VANGUARD SCOTTSDALE FDSinter term treas$4,0000.0%610.0%0.00%0.0%
POTX BuyGLOBAL X FDScannabis etf$5,000
-16.7%
963
+0.2%
0.00%0.0%
RPV  INVESCO EXCHANGE TRADED FD Ts&p500 pur val$5,0000.0%610.0%0.00%0.0%
OEF  ISHARES TRs&p 100 etf$5,000
-16.7%
260.0%0.00%0.0%
VOT  VANGUARD INDEX FDSmcap gr idxvip$4,000
-20.0%
200.0%0.00%0.0%
IGM  ISHARES TRexpnd tec sc etf$5,0000.0%120.0%0.00%0.0%
SCZ  ISHARES TReafe sml cp etf$5,0000.0%710.0%0.00%0.0%
IDU BuyISHARES TRu.s. utilits etf$5,0000.0%52
+2.0%
0.00%0.0%
SCHP  SCHWAB STRATEGIC TRus tips etf$4,0000.0%690.0%0.00%0.0%
VPL  VANGUARD INTL EQUITY INDEX Fftse pacific etf$2,0000.0%230.0%0.00%0.0%
DLS  WISDOMTREE TRintl smcap div$3,0000.0%400.0%0.00%0.0%
DIM  WISDOMTREE TRintl midcap dv$3,0000.0%430.0%0.00%0.0%
ILTB  ISHARES TRcore lt usdb etf$2,0000.0%330.0%0.00%0.0%
PICK  ISHARES INCmsci gbl etf new$3,000
+50.0%
500.0%0.00%0.0%
RYT  INVESCO EXCHANGE TRADED FD Ts&p500 eql tec$3,0000.0%100.0%0.00%0.0%
EWU  ISHARES TRmsci uk etf new$2,0000.0%470.0%0.00%0.0%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$3,0000.0%60
+100.0%
0.00%0.0%
SCHH BuySCHWAB STRATEGIC TRus reit etf$3,0000.0%126
+100.0%
0.00%0.0%
PHB  INVESCO EXCH TRADED FD TR IIfndmntl hy crp$2,0000.0%900.0%0.00%0.0%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$3,0000.0%480.0%0.00%0.0%
TLH  ISHARES TR10-20 yr trs etf$2,000
-33.3%
180.0%0.00%0.0%
EMLC ExitVANECK ETF TRUSTjp mrgan em loc$0-48
-100.0%
0.00%
FGD  FIRST TR EXCHANGE TRADED FDdj glbl divid$1,0000.0%480.0%0.00%
REZ  ISHARES TRresidential mult$1,0000.0%150.0%0.00%
PGHY  INVESCO EXCH TRADED FD TR IIgbl srt trm hy$1,0000.0%330.0%0.00%
KBWY  INVESCO EXCH TRADED FD TR IIkbw prem yield$1,0000.0%250.0%0.00%
FNDF  SCHWAB STRATEGIC TRschwb fdt int lg$0140.0%0.00%
EDV  VANGUARD WORLD FDextended dur$0
-100.0%
40.0%0.00%
XMVM SellINVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt$0
-100.0%
1
-100.0%
0.00%
-100.0%
KIE  SPDR SER TRs&p ins etf$1,0000.0%160.0%0.00%
CMBS  ISHARES TRcmbs etf$1,0000.0%100.0%0.00%
RDSB ExitROYAL DUTCH SHELL PLCspon adr b$0-37
-100.0%
-0.00%
SCHG ExitSCHWAB STRATEGIC TRus lcap gr etf$0-34
-100.0%
-0.00%
CXSE ExitWISDOMTREE TRchinadiv ex fi$0-119
-100.0%
-0.00%
SCHV ExitSCHWAB STRATEGIC TRus lcap va etf$0-116
-100.0%
-0.00%
SPSB ExitSPDR SER TRportfolio short$0-335
-100.0%
-0.00%
JETS ExitETF SER SOLUTIONSus glb jets$0-500
-100.0%
-0.00%
FIVG ExitETF SER SOLUTIONSdefiance next$0-229
-100.0%
-0.00%
PTH ExitINVESCO EXCHANGE TRADED FD Tdwa healthcare$0-63
-100.0%
-0.00%
HEDJ ExitWISDOMTREE TReurope hedged eq$0-154
-100.0%
-0.01%
USFR ExitWISDOMTREE TRfloatng rat trea$0-794
-100.0%
-0.01%
EUSC ExitWISDOMTREE TReur hdg smlcap$0-663
-100.0%
-0.01%
ARKK ExitARK ETF TRinnovation etf$0-370
-100.0%
-0.01%
MIDU ExitDIREXION SHS ETF TRdly midcap etf3x$0-780
-100.0%
-0.02%
TNA ExitDIREXION SHS ETF TRdly smcap bull3x$0-1,755
-100.0%
-0.06%
DGRW ExitWISDOMTREE TRus qtly div grt$0-2,577
-100.0%
-0.07%
USB ExitUS BANCORP DEL$0-3,295
-100.0%
-0.07%
YUM ExitYUM BRANDS INC$0-1,512
-100.0%
-0.08%
NOC ExitNORTHROP GRUMMAN CORP$0-546
-100.0%
-0.08%
PDI ExitPIMCO DYNAMIC INCOME FD$0-8,169
-100.0%
-0.08%
GDV ExitGABELLI DIVID & INCOME TR$0-7,950
-100.0%
-0.09%
NSC ExitNORFOLK SOUTHN CORP$0-737
-100.0%
-0.09%
FTC ExitFIRST TRUST LRGCP GWT ALPHAD$0-1,833
-100.0%
-0.09%
GM ExitGENERAL MTRS CO$0-3,748
-100.0%
-0.09%
SHOP ExitSHOPIFY INCcl a$0-164
-100.0%
-0.09%
SWKS ExitSKYWORKS SOLUTIONS INC$0-1,467
-100.0%
-0.09%
AMAT ExitAPPLIED MATLS INC$0-1,455
-100.0%
-0.09%
FBHS ExitFORTUNE BRANDS HOME & SEC IN$0-2,233
-100.0%
-0.10%
ExitGENERAL ELECTRIC CO$0-2,583
-100.0%
-0.10%
TJX ExitTJX COS INC NEW$0-3,228
-100.0%
-0.10%
PANW ExitPALO ALTO NETWORKS INC$0-443
-100.0%
-0.10%
INTU ExitINTUIT$0-386
-100.0%
-0.10%
AWK ExitAMERICAN WTR WKS CO INC NEW$0-1,345
-100.0%
-0.10%
WDC ExitWESTERN DIGITAL CORP.$0-4,124
-100.0%
-0.11%
NFLX ExitNETFLIX INC$0-447
-100.0%
-0.11%
ExitWOLFSPEED INC$0-2,407
-100.0%
-0.11%
PINS ExitPINTEREST INCcl a$0-7,763
-100.0%
-0.11%
CRM ExitSALESFORCE COM INC$0-1,128
-100.0%
-0.12%
BIIB ExitBIOGEN INC$0-1,244
-100.0%
-0.12%
LHX ExitL3HARRIS TECHNOLOGIES INC$0-1,413
-100.0%
-0.12%
RDSA ExitROYAL DUTCH SHELL PLCspons adr a$0-7,640
-100.0%
-0.13%
TWTR ExitTWITTER INC$0-7,885
-100.0%
-0.14%
MRNA ExitMODERNA INC$0-1,446
-100.0%
-0.15%
ZTS ExitZOETIS INCcl a$0-1,605
-100.0%
-0.16%
ADSK ExitAUTODESK INC$0-1,450
-100.0%
-0.16%
NUSI ExitETF SER SOLUTIONSnationwide nasdq$0-14,951
-100.0%
-0.17%
TEL ExitTE CONNECTIVITY LTD$0-2,693
-100.0%
-0.18%
JCI ExitJOHNSON CTLS INTL PLC$0-5,800
-100.0%
-0.19%
SLYV ExitSPDR SER TRs&p 600 smcp val$0-6,428
-100.0%
-0.22%
VIOV ExitVANGUARD ADMIRAL FDS INCsmlcp 600 val$0-3,014
-100.0%
-0.22%
VRTX ExitVERTEX PHARMACEUTICALS INC$0-2,487
-100.0%
-0.22%
STX ExitSEAGATE TECHNOLOGY HLDNGS PL$0-5,335
-100.0%
-0.24%
ARKW ExitARK ETF TRnext gnrtn inter$0-11,963
-100.0%
-0.57%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INCORPORATED13Q3 202310.2%
MICROSOFT CORPORATION13Q3 20234.2%
FIRST BANCORP N C13Q3 20233.6%
DUKE ENERGY CORPORATION NEW COM NEW13Q3 20232.5%
AMAZON COM INCORPORATED13Q3 20232.6%
SPDR S&P 500 ETF TR13Q3 20232.3%
NVIDIA CORPORATION13Q3 20233.3%
JPMORGAN CHASE & COMPANY13Q3 20231.7%
ISHARES TR13Q3 20231.6%
JOHNSON & JOHNSON13Q3 20231.9%

View Founders Financial Alliance, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-09
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-15
13F-HR2023-02-15
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-12
13F-HR2022-02-14
13F-HR2021-11-15

View Founders Financial Alliance, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (225037000.0 != 225044000.0)

Export Founders Financial Alliance, LLC's holdings