$218 Million is the total value of Founders Financial Alliance, LLC's 478 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 7.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $16,809,405 | -7.2% | 129,373 | -1.3% | 7.72% | -16.2% |
FBNC | Sell | FIRST BANCORP N C | $7,464,007 | +16.7% | 174,230 | -0.3% | 3.43% | +5.3% |
MSFT | Sell | MICROSOFT CORP | $6,604,382 | +1.9% | 27,539 | -1.0% | 3.03% | -8.1% |
DUK | Buy | DUKE ENERGY CORP NEW | $5,318,257 | +13.8% | 51,639 | +2.8% | 2.44% | +2.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,542,455 | +3.9% | 9,263 | -3.0% | 1.63% | -6.3% |
JPM | Buy | JPMORGAN CHASE & CO | $3,433,580 | +45.4% | 25,605 | +13.3% | 1.58% | +31.1% |
JPHY | New | J P MORGAN EXCHANGE TRADED Fhigh yld resrch | $3,416,875 | – | 77,940 | +100.0% | 1.57% | – |
JNJ | Buy | JOHNSON & JOHNSON | $3,213,895 | +9.4% | 18,194 | +1.2% | 1.48% | -1.3% |
ABBV | Buy | ABBVIE INC | $3,129,384 | +21.0% | 19,364 | +0.5% | 1.44% | +9.2% |
FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $3,112,109 | – | 174,739 | +100.0% | 1.43% | – |
CVX | Buy | CHEVRON CORP NEW | $3,081,472 | +25.2% | 17,168 | +0.2% | 1.42% | +13.0% |
AMZN | Sell | AMAZON COM INC | $2,768,304 | -29.6% | 32,956 | -5.3% | 1.27% | -36.5% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,730,096 | +21.7% | 31,212 | +0.2% | 1.25% | +9.8% |
DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $2,723,854 | +29.0% | 75,958 | +15.1% | 1.25% | +16.4% |
LOW | Sell | LOWES COS INC | $2,495,056 | -1.6% | 12,523 | -7.2% | 1.15% | -11.2% |
NVDA | Sell | NVIDIA CORPORATION | $2,488,166 | +14.8% | 17,026 | -4.6% | 1.14% | +3.5% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $2,486,069 | +1.5% | 11,604 | -0.3% | 1.14% | -8.5% |
XOM | Sell | EXXON MOBIL CORP | $2,463,637 | +17.6% | 22,336 | -6.9% | 1.13% | +6.1% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,255,594 | +26.5% | 6,808 | +9.7% | 1.04% | +14.2% |
PM | Buy | PHILIP MORRIS INTL INC | $2,247,146 | +22.3% | 22,203 | +0.3% | 1.03% | +10.4% |
IWD | Buy | ISHARES TRrus 1000 val etf | $2,201,649 | +11.6% | 14,518 | +0.1% | 1.01% | +0.7% |
MO | Sell | ALTRIA GROUP INC | $2,158,483 | +13.0% | 47,221 | -0.2% | 0.99% | +2.0% |
SLY | Buy | SPDR SER TRs&p 600 sml cap | $2,128,279 | +21.1% | 25,888 | +11.5% | 0.98% | +9.3% |
AVGO | Sell | BROADCOM INC | $2,098,484 | +25.9% | 3,753 | -0.1% | 0.96% | +13.6% |
GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $2,071,036 | +1.9% | 136,073 | +2.8% | 0.95% | -8.0% |
MRK | Sell | MERCK & CO INC | $1,944,706 | +26.7% | 17,528 | -1.7% | 0.89% | +14.3% |
NEE | Sell | NEXTERA ENERGY INC | $1,930,849 | +0.7% | 23,096 | -5.5% | 0.89% | -9.1% |
HON | Buy | HONEYWELL INTL INC | $1,927,860 | +28.4% | 8,996 | +0.0% | 0.88% | +15.8% |
PG | Sell | PROCTER AND GAMBLE CO | $1,899,726 | +19.4% | 12,534 | -0.5% | 0.87% | +7.7% |
T | Sell | AT&T INC | $1,757,674 | +17.5% | 95,474 | -2.1% | 0.81% | +6.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $1,622,726 | -8.9% | 18,392 | -1.2% | 0.74% | -17.8% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $1,619,300 | +1.1% | 15,359 | -1.7% | 0.74% | -8.8% |
PFE | Buy | PFIZER INC | $1,576,454 | +17.7% | 30,766 | +0.6% | 0.72% | +6.3% |
PEP | Buy | PEPSICO INC | $1,559,923 | +12.5% | 8,635 | +1.6% | 0.72% | +1.4% |
JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,555,155 | +76.3% | 31,022 | +76.4% | 0.71% | +59.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,492,605 | +16.5% | 4,832 | +0.7% | 0.68% | +5.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,486,602 | +6.0% | 37,731 | +2.2% | 0.68% | -4.2% |
KO | Buy | COCA COLA CO | $1,476,450 | +15.0% | 23,211 | +1.3% | 0.68% | +3.8% |
HD | Buy | HOME DEPOT INC | $1,340,668 | +16.4% | 4,245 | +1.7% | 0.62% | +5.1% |
SBUX | Buy | STARBUCKS CORP | $1,336,314 | +17.8% | 13,471 | +0.1% | 0.61% | +6.4% |
MCD | Sell | MCDONALDS CORP | $1,323,106 | +4.7% | 5,021 | -8.4% | 0.61% | -5.6% |
UNH | Sell | UNITEDHEALTH GROUP INC | $1,307,854 | +2.6% | 2,467 | -2.3% | 0.60% | -7.6% |
WPC | Buy | WP CAREY INC | $1,299,576 | +14.0% | 16,629 | +1.8% | 0.60% | +2.9% |
TFC | Buy | TRUIST FINL CORP | $1,285,817 | -0.7% | 29,882 | +0.4% | 0.59% | -10.5% |
GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,257,339 | -1.8% | 27,057 | -3.6% | 0.58% | -11.4% |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,248,738 | -18.3% | 3,250 | -23.7% | 0.57% | -26.3% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,218,961 | +11.9% | 35,642 | -0.6% | 0.56% | +1.1% |
V | Sell | VISA INC | $1,159,608 | +13.1% | 5,581 | -3.3% | 0.53% | +1.9% |
RY | Buy | ROYAL BK CDA SUSTAINABL | $1,089,011 | +4.6% | 11,583 | +0.2% | 0.50% | -5.7% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,069,694 | +32.7% | 10,599 | +7.7% | 0.49% | +19.8% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,069,457 | +7.9% | 6,974 | +0.1% | 0.49% | -2.6% |
TGT | Buy | TARGET CORP | $1,049,660 | +0.9% | 7,043 | +0.5% | 0.48% | -8.9% |
BAC | Buy | BANK AMERICA CORP | $1,036,851 | +10.4% | 31,306 | +0.7% | 0.48% | -0.4% |
CVS | Sell | CVS HEALTH CORP | $1,034,161 | -2.6% | 11,097 | -0.3% | 0.48% | -12.0% |
ROL | Sell | ROLLINS INC | $1,032,292 | +4.5% | 28,251 | -0.8% | 0.47% | -5.8% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $994,287 | -2.2% | 10,255 | -3.1% | 0.46% | -11.8% |
DIS | Sell | DISNEY WALT CO | $971,367 | -24.5% | 11,181 | -18.0% | 0.45% | -31.9% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $970,865 | -2.4% | 5,585 | -9.3% | 0.45% | -11.9% |
LLY | Buy | LILLY ELI & CO | $964,496 | +25.1% | 2,636 | +10.5% | 0.44% | +13.0% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $953,164 | -6.6% | 11,743 | -6.5% | 0.44% | -15.6% |
D | Sell | DOMINION ENERGY INC | $943,029 | -11.5% | 15,379 | -0.3% | 0.43% | -20.3% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $918,509 | -2.5% | 5,004 | -9.2% | 0.42% | -11.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $897,780 | +1.3% | 6,372 | -14.5% | 0.41% | -8.6% |
CSCO | Sell | CISCO SYS INC | $867,979 | +13.3% | 18,220 | -4.8% | 0.40% | +2.3% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $864,192 | +15.7% | 5,691 | +2.9% | 0.40% | +4.5% |
DG | Sell | DOLLAR GEN CORP NEW | $864,624 | -5.4% | 3,511 | -7.9% | 0.40% | -14.6% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $855,549 | +10.1% | 9,011 | +0.3% | 0.39% | -0.5% |
CAT | Buy | CATERPILLAR INC | $783,901 | +50.2% | 3,272 | +2.8% | 0.36% | +35.3% |
BP | Sell | BP PLCsponsored adr | $782,538 | +16.1% | 22,403 | -5.1% | 0.36% | +4.7% |
WMT | Sell | WALMART INC | $757,778 | -6.8% | 5,344 | -14.8% | 0.35% | -15.9% |
BA | Sell | BOEING CO | $727,221 | +36.2% | 3,818 | -13.4% | 0.33% | +22.8% |
QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $712,264 | -13.6% | 44,768 | -14.9% | 0.33% | -22.0% |
NEWT | Buy | NEWTEK BUSINESS SVCS CORP | $712,655 | +3.7% | 43,856 | +4.1% | 0.33% | -6.6% |
GOOG | Sell | ALPHABET INCcap stk cl c | $692,893 | -10.5% | 7,809 | -3.0% | 0.32% | -19.3% |
WM | Sell | WASTE MGMT INC DEL | $667,696 | -4.2% | 4,256 | -2.1% | 0.31% | -13.5% |
O | Buy | REALTY INCOME CORP | $668,231 | +9.4% | 10,535 | +0.4% | 0.31% | -1.3% |
New | GLOBAL X FDSsuperdvdnd reit | $659,684 | – | 30,414 | +100.0% | 0.30% | – | |
WSBC | Buy | WESBANCO INC | $657,093 | +10.8% | 17,769 | +0.0% | 0.30% | 0.0% |
INTC | Sell | INTEL CORP | $637,497 | -6.4% | 24,120 | -8.7% | 0.29% | -15.6% |
VTV | VANGUARD INDEX FDSvalue etf | $626,389 | +13.7% | 4,462 | 0.0% | 0.29% | +2.9% | |
VOO | Buy | VANGUARD INDEX FDS | $624,001 | +11.0% | 1,776 | +3.8% | 0.29% | 0.0% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $614,192 | +3.6% | 4,936 | -1.2% | 0.28% | -6.6% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $607,703 | -0.0% | 2,282 | +0.3% | 0.28% | -9.7% |
EVT | Buy | EATON VANCE TAX ADVT DIV INC | $601,977 | +5.6% | 26,403 | +0.8% | 0.28% | -4.8% |
ETN | Buy | EATON CORP PLC | $594,381 | +18.9% | 3,787 | +1.0% | 0.27% | +7.5% |
Buy | ANNALY CAPITAL MANAGEMENT IN | $593,100 | +70.9% | 28,136 | +39.0% | 0.27% | +53.7% | |
CMCSA | Sell | COMCAST CORP NEWcl a | $590,639 | +7.8% | 16,890 | -9.6% | 0.27% | -2.9% |
LRCX | Sell | LAM RESEARCH CORP | $585,903 | +14.2% | 1,394 | -0.5% | 0.27% | +3.1% |
DIV | Sell | GLOBAL X FDSglobx supdv us | $582,435 | +4.0% | 30,997 | -2.4% | 0.27% | -6.3% |
AMT | Sell | AMERICAN TOWER CORP NEW | $579,855 | -1.4% | 2,737 | -0.1% | 0.27% | -11.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $563,434 | -6.4% | 8,699 | -8.5% | 0.26% | -15.4% |
ABT | Sell | ABBOTT LABS | $552,013 | +11.3% | 5,028 | -2.0% | 0.25% | +0.4% |
MAR | MARRIOTT INTL INC NEWcl a | $543,023 | +6.3% | 3,647 | 0.0% | 0.25% | -4.2% | |
COP | Buy | CONOCOPHILLIPS | $541,099 | +15.6% | 4,586 | +0.3% | 0.25% | +4.2% |
VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $538,058 | +15.5% | 12,820 | 0.0% | 0.25% | +4.2% | |
NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $538,893 | -3.9% | 44,390 | -7.6% | 0.25% | -13.6% |
BLK | Sell | BLACKROCK INC | $531,788 | +10.6% | 750 | -14.2% | 0.24% | -0.4% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $530,059 | +5.8% | 7,367 | +4.5% | 0.24% | -4.7% |
IRM | Buy | IRON MTN INC DEL | $528,997 | +23.9% | 10,612 | +9.2% | 0.24% | +12.0% |
OKE | ONEOK INC NEW | $524,417 | +28.2% | 7,982 | 0.0% | 0.24% | +15.9% | |
DEO | Buy | DIAGEO PLCspon adr new | $525,445 | +11.3% | 2,949 | +6.1% | 0.24% | +0.4% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $521,622 | +21.6% | 1,550 | -0.6% | 0.24% | +9.6% |
KMI | Buy | KINDER MORGAN INC DEL | $503,446 | +9.2% | 27,845 | +0.5% | 0.23% | -1.7% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $500,271 | +14.5% | 4,623 | +0.5% | 0.23% | +3.6% |
ENB | Buy | ENBRIDGE INC | $489,389 | +17.9% | 12,516 | +11.8% | 0.22% | +6.6% |
IEFA | Buy | ISHARES TRcore msci eafe | $488,826 | +18.4% | 7,930 | +1.2% | 0.22% | +6.7% |
LMT | Sell | LOCKHEED MARTIN CORP | $488,763 | +19.2% | 1,005 | -5.4% | 0.22% | +7.2% |
DLN | Buy | WISDOMTREE TRus largecap divd | $466,185 | +12.1% | 7,525 | +0.1% | 0.21% | +0.9% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $463,203 | -1.4% | 1,604 | -1.2% | 0.21% | -10.9% |
FB | Sell | META PLATFORMS INCcl a | $455,006 | -49.8% | 3,781 | -43.4% | 0.21% | -54.7% |
VUG | VANGUARD INDEX FDSgrowth etf | $441,564 | -0.3% | 2,072 | 0.0% | 0.20% | -9.8% | |
PODD | Sell | INSULET CORP | $439,230 | +28.1% | 1,492 | -0.3% | 0.20% | +15.4% |
TXN | Buy | TEXAS INSTRS INC | $438,667 | +6.7% | 2,655 | +0.1% | 0.20% | -3.8% |
Buy | SHELL PLCspon ads | $436,634 | +14.9% | 7,667 | +0.3% | 0.20% | +3.6% | |
QCOM | Sell | QUALCOMM INC | $436,082 | -10.5% | 3,967 | -7.9% | 0.20% | -19.4% |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $433,308 | +12.3% | 5,238 | +1.0% | 0.20% | +1.5% |
C | Buy | CITIGROUP INC | $434,035 | +9.1% | 9,596 | +0.5% | 0.20% | -2.0% |
COST | Sell | COSTCO WHSL CORP NEW | $429,610 | -8.2% | 941 | -5.1% | 0.20% | -17.2% |
BME | Sell | BLACKROCK HEALTH SCIENCES TR | $428,330 | +8.7% | 9,829 | -3.2% | 0.20% | -2.0% |
SPGI | Buy | S&P GLOBAL INC | $411,612 | +9.8% | 1,229 | +0.1% | 0.19% | -1.0% |
ORCL | Sell | ORACLE CORP | $404,531 | +18.6% | 4,949 | -11.3% | 0.19% | +6.9% |
COWZ | PACER FDS TRus cash cows 100 | $403,531 | +12.7% | 8,725 | 0.0% | 0.18% | +1.6% | |
SLV | ISHARES SILVER TRishares | $402,966 | +25.9% | 18,300 | 0.0% | 0.18% | +13.5% | |
IEMG | Sell | ISHARES INCcore msci emkt | $401,492 | +8.5% | 8,597 | -0.0% | 0.18% | -2.1% |
USMV | Buy | ISHARES TRmsci usa min vol | $395,247 | +9.2% | 5,482 | +0.0% | 0.18% | -1.6% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $390,568 | +6.7% | 1,615 | -3.4% | 0.18% | -3.8% |
CSX | Buy | CSX CORP | $389,270 | +23.6% | 12,565 | +6.2% | 0.18% | +11.9% |
IWR | Sell | ISHARES TRrus mid cap etf | $390,462 | +7.6% | 5,789 | -0.8% | 0.18% | -3.2% |
LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $383,406 | +1.4% | 4,237 | -0.6% | 0.18% | -8.3% |
AMGN | Sell | AMGEN INC | $370,767 | -3.2% | 1,412 | -16.8% | 0.17% | -12.8% |
NKE | Sell | NIKE INCcl b | $370,350 | +39.8% | 3,165 | -0.9% | 0.17% | +25.9% |
EMR | Sell | EMERSON ELEC CO | $365,881 | +13.3% | 3,809 | -13.7% | 0.17% | +2.4% |
TDY | TELEDYNE TECHNOLOGIES INC | $365,918 | +18.4% | 915 | 0.0% | 0.17% | +7.0% | |
APD | Buy | AIR PRODS & CHEMS INC | $366,493 | +32.8% | 1,189 | +0.2% | 0.17% | +20.0% |
EGP | EASTGROUP PPTYS INC | $364,376 | +2.6% | 2,461 | 0.0% | 0.17% | -7.7% | |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $359,622 | +14.2% | 4,761 | +0.5% | 0.16% | +3.1% |
CHI | Buy | CALAMOS CONV OPPORTUNITIES &sh ben int | $357,233 | +9.2% | 33,990 | +0.5% | 0.16% | -1.2% |
SO | Buy | SOUTHERN CO | $353,551 | +8.5% | 4,951 | +3.3% | 0.16% | -2.4% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $353,471 | +0.4% | 1,480 | -4.9% | 0.16% | -9.5% |
GS | Buy | GOLDMAN SACHS GROUP INC | $347,693 | +19.9% | 1,013 | +2.2% | 0.16% | +8.1% |
JCI | Sell | JOHNSON CTLS INTL PLC | $343,215 | +27.6% | 5,363 | -1.8% | 0.16% | +15.3% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $342,196 | +65.3% | 984 | +35.0% | 0.16% | +49.5% |
PRU | New | PRUDENTIAL FINL INC | $336,412 | – | 3,382 | +100.0% | 0.15% | – |
TEL | Sell | TE CONNECTIVITY LTD | $335,809 | +3.0% | 2,925 | -0.9% | 0.15% | -7.2% |
LIN | Sell | LINDE PLC | $335,519 | +20.7% | 1,029 | -0.4% | 0.15% | +9.2% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $330,022 | +11.5% | 8,269 | +0.1% | 0.15% | +0.7% |
PYPL | Sell | PAYPAL HLDGS INC | $328,467 | -33.2% | 4,612 | -19.4% | 0.15% | -39.6% |
Sell | GENERAL ELECTRIC CO | $327,457 | +35.3% | 3,908 | -0.1% | 0.15% | +22.0% | |
PFF | Sell | ISHARES TRpfd and incm sec | $324,346 | -7.3% | 10,624 | -3.8% | 0.15% | -16.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $325,189 | +5.2% | 591 | -3.0% | 0.15% | -5.1% |
Sell | GSK PLCsponsored adr | $323,218 | +18.4% | 9,198 | -0.7% | 0.15% | +6.5% | |
STOR | Buy | STORE CAP CORP | $320,973 | +3.2% | 10,012 | +0.8% | 0.15% | -7.0% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $320,221 | +19.0% | 3,261 | +0.5% | 0.15% | +7.3% |
QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $317,395 | +6.2% | 3,575 | +0.0% | 0.15% | -3.9% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $318,499 | +12.1% | 6,842 | -1.0% | 0.15% | +0.7% |
KMPR | KEMPER CORP | $318,816 | +19.4% | 6,480 | 0.0% | 0.15% | +7.4% | |
KMB | Sell | KIMBERLY-CLARK CORP | $313,947 | +15.4% | 2,313 | -4.5% | 0.14% | +4.3% |
WMB | Sell | WILLIAMS COS INC | $311,853 | +3.6% | 9,479 | -9.7% | 0.14% | -6.5% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $308,807 | -2.0% | 1,483 | -2.0% | 0.14% | -11.2% |
WFC | Sell | WELLS FARGO CO NEW | $309,351 | +2.1% | 7,492 | -0.6% | 0.14% | -7.8% |
GLD | SPDR GOLD TR | $307,897 | +9.6% | 1,815 | 0.0% | 0.14% | -1.4% | |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $303,972 | -22.8% | 2,887 | +20.6% | 0.14% | -30.3% |
HTGC | Buy | HERCULES CAPITAL INC | $300,646 | +18.4% | 22,742 | +3.6% | 0.14% | +7.0% |
FNB | New | F N B CORP | $297,462 | – | 22,794 | +100.0% | 0.14% | – |
UNP | Sell | UNION PAC CORP | $293,991 | -13.5% | 1,420 | -18.7% | 0.14% | -22.0% |
SPAB | Buy | SPDR SER TRportfolio agrgte | $288,119 | +2.5% | 11,465 | +1.6% | 0.13% | -7.7% |
ANTM | ELEVANCE HEALTH INC | $285,205 | +13.2% | 556 | 0.0% | 0.13% | +2.3% | |
DVY | Buy | ISHARES TRselect divid etf | $286,102 | +13.1% | 2,372 | +0.7% | 0.13% | +1.6% |
CCI | Sell | CROWN CASTLE INC | $282,480 | -6.2% | 2,083 | -0.1% | 0.13% | -15.0% |
CW | CURTISS WRIGHT CORP | $280,543 | +19.9% | 1,680 | 0.0% | 0.13% | +8.4% | |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $279,920 | -2.5% | 2,273 | 0.0% | 0.13% | -11.6% | |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $279,775 | +26.6% | 6,370 | +11.9% | 0.13% | +14.3% |
AXP | AMERICAN EXPRESS CO | $276,061 | +9.5% | 1,868 | 0.0% | 0.13% | -0.8% | |
UBSI | Buy | UNITED BANKSHARES INC WEST V | $277,559 | +14.2% | 6,855 | +0.8% | 0.13% | +2.4% |
GIS | New | GENERAL MLS INC | $274,919 | – | 3,279 | +100.0% | 0.13% | – |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $271,840 | +9.2% | 1,334 | +0.5% | 0.12% | -1.6% |
UBCP | Buy | UNITED BANCORP INC OHIO | $272,126 | -4.5% | 18,486 | +4.3% | 0.12% | -13.8% |
TJX | Buy | TJX COS INC NEW | $270,782 | +28.3% | 3,402 | +0.1% | 0.12% | +15.9% |
NUE | Buy | NUCOR CORP | $268,539 | +23.2% | 2,037 | +0.0% | 0.12% | +10.8% |
IJR | Sell | ISHARES TRcore s&p scp etf | $261,808 | -0.8% | 2,766 | -8.5% | 0.12% | -10.4% |
XYLD | Buy | GLOBAL X FDSs&p 500 covered | $261,917 | +25.9% | 6,653 | +21.9% | 0.12% | +13.2% |
HBAN | HUNTINGTON BANCSHARES INC | $257,833 | +7.0% | 18,286 | 0.0% | 0.12% | -4.1% | |
FE | Buy | FIRSTENERGY CORP | $254,370 | +13.6% | 6,065 | +0.1% | 0.12% | +2.6% |
Sell | WARNER BROS DISCOVERY INC | $250,944 | -22.5% | 26,471 | -6.2% | 0.12% | -30.3% | |
DHR | DANAHER CORPORATION | $251,112 | +2.9% | 946 | 0.0% | 0.12% | -7.3% | |
ADSK | Sell | AUTODESK INC | $248,163 | -9.4% | 1,328 | -9.6% | 0.11% | -18.0% |
MMM | 3M CO | $247,275 | +8.5% | 2,062 | 0.0% | 0.11% | -1.7% | |
AGG | Sell | ISHARES TRcore us aggbd et | $246,463 | -2.2% | 2,541 | -2.8% | 0.11% | -11.7% |
NOC | Sell | NORTHROP GRUMMAN CORP | $246,152 | +14.5% | 451 | -1.3% | 0.11% | +3.7% |
BIIB | Sell | BIOGEN INC | $245,351 | -4.2% | 886 | -7.5% | 0.11% | -13.1% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $243,132 | +8.5% | 3,264 | +0.0% | 0.11% | -1.8% |
MDLZ | New | MONDELEZ INTL INCcl a | $241,354 | – | 3,621 | +100.0% | 0.11% | – |
NFG | NATIONAL FUEL GAS CO | $242,566 | +2.8% | 3,832 | 0.0% | 0.11% | -7.5% | |
TSLA | Sell | TESLA INC | $240,571 | -53.6% | 1,953 | -0.2% | 0.11% | -58.3% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $238,378 | +16.9% | 9,883 | +15.0% | 0.11% | +4.8% |
MDT | Sell | MEDTRONIC PLC | $234,168 | -12.9% | 3,013 | -9.7% | 0.11% | -21.2% |
IUSB | Buy | ISHARES TRcore total usd | $235,703 | +8.6% | 5,246 | +7.4% | 0.11% | -1.8% |
ZTS | Sell | ZOETIS INCcl a | $235,448 | -1.9% | 1,607 | -0.9% | 0.11% | -11.5% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $236,311 | +29.8% | 1,673 | +17.2% | 0.11% | +16.1% |
CL | Sell | COLGATE PALMOLIVE CO | $232,475 | +11.8% | 2,951 | -0.4% | 0.11% | +0.9% |
IWY | Sell | ISHARES TRrus tp200 gr etf | $230,552 | +0.7% | 1,913 | -0.4% | 0.11% | -9.4% |
CARR | New | CARRIER GLOBAL CORPORATION | $227,933 | – | 5,526 | +100.0% | 0.10% | – |
PNC | Sell | PNC FINL SVCS GROUP INC | $226,979 | -13.7% | 1,437 | -18.4% | 0.10% | -22.4% |
FCX | New | FREEPORT-MCMORAN INCcl b | $224,846 | – | 5,917 | +100.0% | 0.10% | – |
ET | Sell | ENERGY TRANSFER L P | $224,438 | +2.0% | 18,908 | -5.0% | 0.10% | -8.0% |
PINS | Sell | PINTEREST INCcl a | $223,716 | +3.1% | 9,214 | -1.2% | 0.10% | -6.4% |
AOM | Sell | ISHARES TRmodert alloc etf | $221,916 | -11.2% | 5,838 | -14.6% | 0.10% | -19.7% |
XAR | Buy | SPDR SER TRaerospace def | $219,184 | +37.0% | 1,992 | +14.0% | 0.10% | +24.7% |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $218,049 | -0.9% | 4,145 | +0.1% | 0.10% | -10.7% |
ESGU | Sell | ISHARES TResg awr msci usa | $217,808 | +3.2% | 2,570 | -3.1% | 0.10% | -6.5% |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $210,007 | +18.0% | 5,400 | +4.4% | 0.10% | +5.5% |
MXI | Buy | ISHARES TRglobal mater etf | $206,554 | +18.0% | 2,626 | +1.9% | 0.10% | +6.7% |
DAL | New | DELTA AIR LINES INC DEL | $205,506 | – | 6,254 | +100.0% | 0.09% | – |
OIH | Sell | VANECK ETF TRUSToil services etf | $204,255 | +36.2% | 672 | -5.1% | 0.09% | +23.7% |
WOLFSPEED INC | $203,944 | -33.1% | 2,954 | 0.0% | 0.09% | -39.4% | ||
NFLX | New | NETFLIX INC | $203,762 | – | 691 | +100.0% | 0.09% | – |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $205,228 | +7.4% | 643 | +3.4% | 0.09% | -3.1% |
GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $203,191 | -18.7% | 2,669 | -24.2% | 0.09% | -26.8% |
XOP | Buy | SPDR SER TRs&p oilgas exp | $201,646 | +121.6% | 1,484 | +103.3% | 0.09% | +102.2% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $196,262 | +5.0% | 5,035 | -1.8% | 0.09% | -5.3% |
FITB | Buy | FIFTH THIRD BANCORP | $197,103 | +3.2% | 6,007 | +0.6% | 0.09% | -7.2% |
SDY | Buy | SPDR SER TRs&p divid etf | $195,393 | +22.9% | 1,562 | +9.2% | 0.09% | +11.1% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $191,949 | +14.9% | 1,413 | +2.8% | 0.09% | +3.5% |
BXMX | Buy | NUVEEN S&P 500 BUY-WRITE INC | $188,091 | +11.3% | 14,869 | +4.6% | 0.09% | 0.0% |
CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $187,531 | +0.3% | 4,845 | -0.0% | 0.09% | -9.5% |
IWB | Sell | ISHARES TRrus 1000 etf | $186,100 | +6.3% | 884 | -0.2% | 0.08% | -4.5% |
MPW | Sell | MEDICAL PPTYS TRUST INC | $183,879 | -7.6% | 16,506 | -1.6% | 0.08% | -16.8% |
F | Buy | FORD MTR CO DEL | $183,372 | +4.2% | 15,767 | +0.2% | 0.08% | -6.7% |
DGRO | Sell | ISHARES TRcore div grwth | $181,249 | -42.3% | 3,625 | -48.7% | 0.08% | -48.1% |
MBB | Sell | ISHARES TRmbs etf | $177,407 | -2.0% | 1,913 | -3.1% | 0.08% | -12.0% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $176,831 | +12.6% | 2,359 | +0.1% | 0.08% | +1.2% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $174,720 | +6.5% | 1,003 | +0.3% | 0.08% | -3.6% |
IYW | Buy | ISHARES TRu.s. tech etf | $172,855 | +10.8% | 2,321 | +9.1% | 0.08% | 0.0% |
PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $168,012 | +9.8% | 10,049 | +0.3% | 0.08% | -1.3% |
IYG | Buy | ISHARES TRu.s. fin svc etf | $157,928 | +12.0% | 1,003 | +0.7% | 0.07% | +1.4% |
ALTY | Buy | GLOBAL X FDSalternative incm | $158,231 | +13.8% | 14,372 | +9.6% | 0.07% | +2.8% |
EFG | Sell | ISHARES TReafe grwth etf | $154,035 | +10.0% | 1,839 | -4.6% | 0.07% | 0.0% |
EFA | Sell | ISHARES TRmsci eafe etf | $145,046 | +13.3% | 2,210 | -3.5% | 0.07% | +3.1% |
AGNC | Buy | AGNC INVT CORP | $146,583 | +24.2% | 14,163 | +0.7% | 0.07% | +11.7% |
SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $146,348 | +5.3% | 2,888 | +4.4% | 0.07% | -5.6% |
TIP | Sell | ISHARES TRtips bd etf | $141,588 | -14.2% | 1,330 | -15.2% | 0.06% | -22.6% |
FSD | Buy | FIRST TR HIGH INCOME LONG / | $141,335 | +7.9% | 12,344 | +1.8% | 0.06% | -3.0% |
BIT | Sell | BLACKROCK MULTI SECTOR INC T | $142,172 | -3.9% | 10,005 | -3.6% | 0.06% | -13.3% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $142,562 | -8.6% | 1,936 | -11.4% | 0.06% | -17.7% |
FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $138,555 | +11.7% | 2,876 | 0.0% | 0.06% | +1.6% | |
HYD | VANECK ETF TRUSThigh yld munietf | $139,265 | +0.9% | 2,755 | 0.0% | 0.06% | -8.6% | |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $136,785 | -14.0% | 1,059 | -5.3% | 0.06% | -22.2% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $131,790 | +2.2% | 1,598 | -0.7% | 0.06% | -7.6% |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $133,560 | +6.0% | 1,575 | -0.9% | 0.06% | -4.7% |
IVE | Sell | ISHARES TRs&p 500 val etf | $132,449 | -14.5% | 913 | -24.3% | 0.06% | -22.8% |
EFV | Sell | ISHARES TReafe value etf | $130,116 | +14.1% | 2,836 | -4.5% | 0.06% | +3.4% |
FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $125,646 | +11.2% | 2,791 | 0.0% | 0.06% | 0.0% | |
GOVT | Sell | ISHARES TRus treas bd etf | $123,975 | -13.3% | 5,457 | -13.2% | 0.06% | -21.9% |
FNK | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $121,648 | +12.6% | 2,831 | 0.0% | 0.06% | +1.8% | |
PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $119,419 | +28.4% | 1,681 | +21.7% | 0.06% | +17.0% |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $118,767 | +8.0% | 10,446 | +0.5% | 0.06% | -1.8% |
FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $117,517 | +4.9% | 2,084 | 0.0% | 0.05% | -5.3% | |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $114,872 | -1.0% | 1,541 | -11.3% | 0.05% | -10.2% |
SPMB | Buy | SPDR SER TRport mtg bk etf | $113,339 | +5.9% | 5,223 | +4.6% | 0.05% | -3.7% |
FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $114,153 | +2.8% | 2,065 | 0.0% | 0.05% | -7.1% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $108,462 | +10.7% | 802 | 0.0% | 0.05% | 0.0% | |
IAT | Sell | ISHARES TRus regnl bks etf | $100,395 | -0.6% | 2,107 | -0.4% | 0.05% | -9.8% |
MUB | ISHARES TRnational mun etf | $100,350 | +2.4% | 951 | 0.0% | 0.05% | -8.0% | |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $100,802 | +55.1% | 831 | +29.6% | 0.05% | +39.4% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $98,165 | -4.7% | 1,304 | -4.8% | 0.04% | -13.5% |
KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $97,649 | +8.5% | 11,408 | +2.3% | 0.04% | -2.2% |
IEUR | ISHARES TRcore msci euro | $95,000 | +20.3% | 2,000 | 0.0% | 0.04% | +10.0% | |
HDV | Buy | ISHARES TRcore high dv etf | $94,875 | +15.7% | 910 | +1.0% | 0.04% | +4.8% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $96,656 | +16.5% | 1,371 | +7.7% | 0.04% | +4.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $96,408 | -16.2% | 1,648 | -17.4% | 0.04% | -25.4% |
FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $94,075 | +5.7% | 1,028 | +0.1% | 0.04% | -4.4% |
SOXX | Buy | ISHARES TRishares semicdtr | $91,442 | +8.9% | 263 | +0.4% | 0.04% | -2.3% |
ITB | Buy | ISHARES TRus home cons etf | $92,171 | +16.7% | 1,521 | +0.1% | 0.04% | +5.0% |
SIRI | SIRIUS XM HOLDINGS INC | $90,929 | +2.2% | 15,570 | 0.0% | 0.04% | -6.7% | |
SPMD | Buy | SPDR SER TRportfolio s&p400 | $92,152 | +48.6% | 2,168 | +35.4% | 0.04% | +31.2% |
ICVT | Buy | ISHARES TRconv bd etf | $88,657 | +6.8% | 1,276 | +5.4% | 0.04% | -2.4% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $87,022 | +19.2% | 548 | +7.5% | 0.04% | +8.1% |
ICF | Sell | ISHARES TRcohen steer reit | $85,428 | -7.1% | 1,558 | -8.9% | 0.04% | -17.0% |
DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $85,653 | +5.7% | 1,177 | 0.0% | 0.04% | -4.9% | |
FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $84,050 | +10.6% | 2,052 | 0.0% | 0.04% | 0.0% | |
FTXR | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $85,132 | +7.8% | 3,376 | 0.0% | 0.04% | -2.5% | |
IYJ | Sell | ISHARES TRus industrials | $80,612 | +12.0% | 836 | -2.1% | 0.04% | 0.0% |
New | GLOBAL X FDSsuperdividend | $80,020 | – | 3,330 | +100.0% | 0.04% | – | |
FAM | Buy | FIRST TR ABRDN GBL OPP INCM | $79,723 | +10.7% | 13,287 | +1.1% | 0.04% | 0.0% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $80,195 | +11.4% | 1,525 | +0.2% | 0.04% | 0.0% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $78,443 | +33.0% | 538 | +18.8% | 0.04% | +20.0% |
IDV | Buy | ISHARES TRintl sel div etf | $78,767 | +21.2% | 2,900 | +1.2% | 0.04% | +9.1% |
VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $77,148 | +11.8% | 1,108 | +0.2% | 0.04% | 0.0% |
RYLD | GLOBAL X FDSrussell 2000 | $76,068 | +1.4% | 4,044 | 0.0% | 0.04% | -7.9% | |
SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $73,612 | +0.8% | 1,526 | +0.4% | 0.03% | -8.1% |
XHE | SPDR SER TRhlth cr equip | $71,940 | +5.8% | 800 | 0.0% | 0.03% | -5.7% | |
IYC | Sell | ISHARES TRus consum discre | $68,712 | -14.1% | 1,206 | -11.8% | 0.03% | -22.0% |
IHF | Sell | ISHARES TRus hlthcr pr etf | $67,177 | +3.3% | 251 | -2.0% | 0.03% | -6.1% |
FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $66,792 | +11.3% | 1,297 | +0.1% | 0.03% | 0.0% |
BUG | GLOBAL X FDScybrscurty etf | $67,816 | -14.2% | 3,268 | 0.0% | 0.03% | -22.5% | |
XLC | Buy | SELECT SECTOR SPDR TR | $67,896 | -0.2% | 1,415 | +0.2% | 0.03% | -11.4% |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $68,315 | +12.0% | 357 | +0.3% | 0.03% | 0.0% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $65,578 | +212.3% | 343 | +193.2% | 0.03% | +172.7% |
VOX | Sell | VANGUARD WORLD FDS | $63,415 | -11.9% | 771 | -11.5% | 0.03% | -21.6% |
SPHY | Buy | SPDR SER TRportfli high yld | $62,999 | +6.8% | 2,820 | +4.6% | 0.03% | -3.3% |
VLUE | Sell | ISHARES TRmsci usa value | $63,616 | -11.6% | 698 | -20.2% | 0.03% | -21.6% |
PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $60,438 | -9.8% | 4,197 | -5.2% | 0.03% | -17.6% |
IAI | Sell | ISHARES TRus br del se etf | $62,044 | +10.8% | 645 | -2.0% | 0.03% | 0.0% |
SKYY | FIRST TR EXCHANGE TRADED FD | $60,081 | -4.6% | 1,043 | 0.0% | 0.03% | -12.5% | |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $58,622 | +14.9% | 2,213 | +1.0% | 0.03% | +3.8% |
SPSM | Buy | SPDR SER TRportfolio s&p600 | $58,460 | +12.4% | 1,581 | +4.2% | 0.03% | +3.8% |
ACWX | Buy | ISHARES TRmsci acwi ex us | $58,098 | +13.9% | 1,277 | +0.9% | 0.03% | +3.8% |
IGV | ISHARES TRexpanded tech | $59,359 | +2.3% | 232 | 0.0% | 0.03% | -10.0% | |
ITM | VANECK ETF TRUSTintrmdt muni etf | $57,104 | +3.8% | 1,252 | 0.0% | 0.03% | -7.1% | |
CMF | ISHARES TRcalif mun bd etf | $55,661 | +3.1% | 992 | 0.0% | 0.03% | -3.7% | |
IWV | Buy | ISHARES TRrussell 3000 etf | $56,150 | +8.0% | 254 | +0.4% | 0.03% | 0.0% |
PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $55,750 | -10.1% | 4,987 | -5.2% | 0.03% | -18.8% |
IUSV | ISHARES TRcore s&p us vlu | $55,021 | +12.3% | 779 | 0.0% | 0.02% | 0.0% | |
HEFA | ISHARES TRhdg msci eafe | $53,892 | -10.2% | 1,996 | 0.0% | 0.02% | -19.4% | |
EBIZ | GLOBAL X FDS | $55,261 | +6.3% | 3,413 | 0.0% | 0.02% | -3.8% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $53,816 | +9.8% | 1,420 | +1.5% | 0.02% | 0.0% |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $54,256 | +10.7% | 499 | 0.0% | 0.02% | 0.0% | |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $55,468 | -39.7% | 1,233 | -43.8% | 0.02% | -46.8% |
PSJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc software | $54,712 | +3.2% | 601 | +0.3% | 0.02% | -7.4% |
IYT | Buy | ISHARES TRus trsprtion | $52,010 | +8.4% | 244 | +0.4% | 0.02% | 0.0% |
IJK | ISHARES TRs&p mc 400gr etf | $51,362 | +9.3% | 752 | 0.0% | 0.02% | 0.0% | |
FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $52,250 | -26.4% | 339 | -37.1% | 0.02% | -33.3% |
MDIV | Sell | FIRST TR EXCHANGE-TRADED FDmulti asset di | $50,331 | +2.7% | 3,362 | -0.1% | 0.02% | -8.0% |
EFAV | ISHARES TRmsci eafe min vl | $50,550 | +12.3% | 795 | 0.0% | 0.02% | 0.0% | |
IWS | ISHARES TRrus mdcp val etf | $47,192 | +9.7% | 448 | 0.0% | 0.02% | 0.0% | |
FALN | ISHARES TRfaln angls usd | $48,432 | +3.0% | 1,968 | 0.0% | 0.02% | -8.3% | |
PIE | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $48,580 | +8.0% | 2,731 | 0.0% | 0.02% | -4.3% | |
ITA | Buy | ISHARES TRus aer def etf | $47,653 | +22.2% | 426 | +0.5% | 0.02% | +10.0% |
AOA | Sell | ISHARES TRaggres alloc etf | $48,517 | -50.0% | 812 | -53.6% | 0.02% | -55.1% |
HYGH | ISHARES U S ETF TRit rt hdg hgyl | $47,156 | +2.5% | 575 | 0.0% | 0.02% | -4.3% | |
BIV | VANGUARD BD INDEX FDSintermed term | $46,078 | +0.2% | 620 | 0.0% | 0.02% | -8.7% | |
QUAL | ISHARES TRmsci usa qlt fct | $46,610 | +8.4% | 409 | 0.0% | 0.02% | -4.5% | |
RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $45,032 | +21.7% | 620 | +1.3% | 0.02% | +10.5% |
FVC | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wright | $44,944 | +4.5% | 1,284 | +0.1% | 0.02% | -4.5% |
IWM | ISHARES TRrussell 2000 etf | $43,416 | +5.9% | 249 | 0.0% | 0.02% | -4.8% | |
PSP | Sell | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $44,058 | +10.1% | 4,667 | -0.4% | 0.02% | 0.0% |
IGSB | Buy | ISHARES TR | $43,568 | +1.3% | 875 | +0.2% | 0.02% | -9.1% |
IUSG | ISHARES TRcore s&p us gwt | $42,880 | +2.1% | 526 | 0.0% | 0.02% | -4.8% | |
IGLB | Buy | ISHARES TR10+ yr invst grd | $43,894 | +4.5% | 882 | +1.5% | 0.02% | -4.8% |
FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $43,500 | +11.5% | 693 | 0.0% | 0.02% | 0.0% | |
FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $42,893 | +86.5% | 1,750 | +75.0% | 0.02% | +66.7% |
PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $40,776 | +10.2% | 400 | 0.0% | 0.02% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $42,285 | +32.1% | 2,649 | +0.7% | 0.02% | +18.8% |
EINC | Buy | VANECK ETF TRUSTenergy incme et | $40,831 | +10.4% | 661 | +0.2% | 0.02% | 0.0% |
TFI | SPDR SER TRnuveen blmbrg mu | $40,328 | +3.4% | 884 | 0.0% | 0.02% | -5.0% | |
DON | Sell | WISDOMTREE TRus midcap divid | $41,963 | -75.5% | 1,020 | -77.5% | 0.02% | -78.2% |
IXUS | Sell | ISHARES TRcore msci total | $39,069 | +11.6% | 675 | -0.4% | 0.02% | 0.0% |
BLV | VANGUARD BD INDEX FDSlong term bond | $37,959 | -0.1% | 524 | 0.0% | 0.02% | -10.5% | |
PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $38,109 | +8.9% | 318 | 0.0% | 0.02% | -5.6% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $37,655 | +14.1% | 751 | 0.0% | 0.02% | 0.0% | |
EFAS | Sell | GLOBAL X FDSmsci supdiv ea | $35,105 | -55.6% | 2,610 | -62.3% | 0.02% | -60.0% |
PTLC | Buy | PACER FDS TRtrendp us lar cp | $35,166 | +0.5% | 938 | +1.3% | 0.02% | -11.1% |
IGF | Buy | ISHARES TRglb infrastr etf | $34,151 | +10.2% | 745 | +0.8% | 0.02% | 0.0% |
IYE | Sell | ISHARES TRu.s. energy etf | $34,542 | -17.8% | 743 | -29.6% | 0.02% | -23.8% |
GNOM | GLOBAL X FDSgenomic biotech | $35,024 | +0.1% | 2,769 | 0.0% | 0.02% | -11.1% | |
IXN | Sell | ISHARES TRglobal tech etf | $35,819 | -16.7% | 799 | -21.8% | 0.02% | -27.3% |
PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $34,877 | +5.7% | 1,868 | -3.2% | 0.02% | -5.9% |
COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $32,108 | -31.7% | 1,139 | -12.7% | 0.02% | -37.5% |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $32,075 | – | 810 | +100.0% | 0.02% | – |
KBWD | Buy | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $32,841 | +17.3% | 2,210 | +7.9% | 0.02% | +7.1% |
VBK | VANGUARD INDEX FDSsml cp grw etf | $32,892 | +2.8% | 164 | 0.0% | 0.02% | -6.2% | |
IJT | ISHARES TRs&p sml 600 gwt | $31,773 | +5.9% | 294 | 0.0% | 0.02% | 0.0% | |
IYLD | Sell | ISHARES TRmrngstr inc etf | $32,000 | +3.2% | 1,686 | -1.5% | 0.02% | -6.2% |
IXC | ISHARES TRglobal energ etf | $33,180 | +18.5% | 851 | 0.0% | 0.02% | +7.1% | |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $33,348 | +1.1% | 365 | +0.6% | 0.02% | -11.8% |
REMX | Buy | VANECK ETF TRUSTrare earth/strtg | $31,351 | -2.0% | 412 | +6.7% | 0.01% | -12.5% |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $30,113 | +0.4% | 419 | 0.0% | 0.01% | -6.7% | |
IGIB | ISHARES TR | $30,251 | +4.3% | 611 | 0.0% | 0.01% | -6.7% | |
PSK | SPDR SER TRice pfd sec etf | $29,538 | -4.7% | 900 | 0.0% | 0.01% | -12.5% | |
FLOT | ISHARES TRfltg rate nt etf | $31,305 | +1.0% | 622 | 0.0% | 0.01% | -12.5% | |
SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $30,416 | +8.6% | 476 | 0.0% | 0.01% | 0.0% | |
IJJ | ISHARES TRs&p mc 400vl etf | $30,038 | +11.3% | 298 | 0.0% | 0.01% | 0.0% | |
PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $27,242 | +9.0% | 566 | 0.0% | 0.01% | 0.0% | |
IXG | Sell | ISHARES TRglobal finls etf | $27,339 | -17.2% | 389 | -27.8% | 0.01% | -23.5% |
XLB | SELECT SECTOR SPDR TRsbi materials | $29,363 | +12.9% | 378 | 0.0% | 0.01% | 0.0% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $28,643 | +10.2% | 526 | +3.3% | 0.01% | 0.0% |
VLU | Sell | SPDR SER TRspdr s&p1500vl | $25,724 | -49.6% | 184 | -54.5% | 0.01% | -53.8% |
SHYG | Buy | ISHARES TR0-5yr hi yl cp | $27,091 | +125.8% | 663 | +118.8% | 0.01% | +100.0% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $25,609 | +6.7% | 303 | +0.7% | 0.01% | 0.0% |
PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $26,524 | +15.3% | 310 | 0.0% | 0.01% | 0.0% | |
USIG | ISHARES TRusd inv grde etf | $23,622 | +2.7% | 481 | 0.0% | 0.01% | -8.3% | |
J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $24,179 | +15.1% | 483 | 0.0% | 0.01% | 0.0% | ||
SMLF | Buy | ISHARES TRmsci usa sml cp | $23,980 | +9.0% | 483 | +0.4% | 0.01% | 0.0% |
NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $24,241 | -30.7% | 492 | -31.6% | 0.01% | -38.9% |
HYMB | New | SPDR SER TRnuveen bloomberg | $24,485 | – | 500 | +100.0% | 0.01% | – |
IJS | ISHARES TRsp smcp600vl etf | $21,093 | +11.0% | 231 | 0.0% | 0.01% | 0.0% | |
IEZ | Buy | ISHARES TRus oil eq&sv etf | $22,611 | +50.7% | 1,067 | +0.2% | 0.01% | +25.0% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $22,188 | -44.5% | 167 | -47.5% | 0.01% | -50.0% |
New | GLOBAL X FDSmsci supr em etf | $22,167 | – | 931 | +100.0% | 0.01% | – | |
IWP | ISHARES TRrus md cp gr etf | $21,402 | +7.0% | 256 | 0.0% | 0.01% | 0.0% | |
SPSB | Buy | SPDR SER TRportfolio short | $21,124 | +5.6% | 719 | +4.5% | 0.01% | 0.0% |
PICK | Buy | ISHARES INCmsci gbl etf new | $19,434 | +21.5% | 474 | +0.6% | 0.01% | +12.5% |
IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $20,444 | +2.2% | 1,222 | 0.0% | 0.01% | -10.0% | |
XHB | SPDR SER TRs&p homebuild | $19,377 | +7.6% | 321 | 0.0% | 0.01% | 0.0% | |
VIS | Buy | VANGUARD WORLD FDSindustrial etf | $19,087 | +19.3% | 105 | +1.0% | 0.01% | +12.5% |
CLOU | GLOBAL X FDS | $20,029 | +0.1% | 1,249 | 0.0% | 0.01% | -10.0% | |
IYH | ISHARES TRus hlthcare etf | $18,441 | +15.3% | 65 | 0.0% | 0.01% | 0.0% | |
JNK | SPDR SER TRbloomberg high y | $18,401 | +2.2% | 204 | 0.0% | 0.01% | -11.1% | |
IEO | Buy | ISHARES TRus oil gs ex etf | $17,729 | +10.8% | 191 | +1.1% | 0.01% | 0.0% |
JPIN | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $16,509 | +17.9% | 335 | 0.0% | 0.01% | +14.3% | |
QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $14,865 | -12.6% | 315 | +5.0% | 0.01% | -22.2% |
PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $14,980 | +7.0% | 653 | 0.0% | 0.01% | 0.0% | |
MLPA | GLOBAL X FDSglbl x mlp etf | $14,452 | +3.2% | 350 | 0.0% | 0.01% | 0.0% | |
PEJ | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $14,564 | +4.0% | 400 | 0.0% | 0.01% | 0.0% | |
PTNQ | Buy | PACER FDS TRtrendpilot 100 | $15,448 | +3.0% | 314 | +0.6% | 0.01% | -12.5% |
ESGE | Sell | ISHARES INCesg awr msci em | $14,434 | -39.9% | 480 | -45.3% | 0.01% | -41.7% |
REM | ISHARES TRmortge rel etf | $13,228 | +10.2% | 583 | 0.0% | 0.01% | 0.0% | |
DTN | WISDOMTREE TRus ai enhanced | $13,954 | +16.3% | 152 | 0.0% | 0.01% | 0.0% | |
TLH | Buy | ISHARES TR10-20 yr trs etf | $13,414 | +570.7% | 124 | +588.9% | 0.01% | +500.0% |
IAK | Sell | ISHARES TRu.s. insrnce etf | $12,362 | +3.0% | 135 | -14.0% | 0.01% | 0.0% |
PUI | Sell | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $12,596 | -10.0% | 368 | -13.6% | 0.01% | -14.3% |
SIZE | ISHARES TRmsci usa sze ft | $14,102 | +8.5% | 124 | 0.0% | 0.01% | -14.3% | |
BBRE | J P MORGAN EXCHANGE TRADED Fbetbuld msci | $11,914 | +8.3% | 146 | 0.0% | 0.01% | -16.7% | |
RWR | SPDR SER TRdj reit etf | $10,284 | +2.8% | 118 | 0.0% | 0.01% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $10,295 | +3.0% | 74 | 0.0% | 0.01% | 0.0% | |
PTMC | Buy | PACER FDS TRtrendp us mid cp | $11,240 | +2.2% | 360 | +0.8% | 0.01% | -16.7% |
IYK | Sell | ISHARES TRus consm staples | $11,899 | -0.8% | 59 | -9.2% | 0.01% | -16.7% |
MGK | VANGUARD WORLD FDmega grwth ind | $9,808 | -1.9% | 57 | 0.0% | 0.01% | 0.0% | |
MGV | VANGUARD WORLD FDmega cap val etf | $10,799 | +20.0% | 105 | 0.0% | 0.01% | 0.0% | |
DFE | Buy | WISDOMTREE TReurope smcp dv | $10,024 | +25.3% | 183 | +0.5% | 0.01% | +25.0% |
AGZ | ISHARES TRagency bond etf | $10,430 | +4.3% | 98 | 0.0% | 0.01% | 0.0% | |
HEZU | ISHARES TRcur hd eurzn etf | $9,834 | -1.7% | 354 | 0.0% | 0.01% | 0.0% | |
SPFF | Sell | GLOBAL X FDSglbx suprinc etf | $9,795 | -51.0% | 1,040 | -47.7% | 0.00% | -60.0% |
RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,732 | +10.5% | 51 | 0.0% | 0.00% | 0.0% | |
PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $8,433 | -23.3% | 220 | 0.0% | 0.00% | -33.3% | |
CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $8,578 | +7.2% | 184 | 0.0% | 0.00% | 0.0% | |
BBJP | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $8,441 | +5.5% | 188 | 0.0% | 0.00% | 0.0% | |
IAGG | ISHARES TRcore intl aggr | $7,988 | -0.2% | 168 | 0.0% | 0.00% | 0.0% | |
SMMV | Buy | ISHARES TRmsci usa smcp mn | $8,304 | +38.4% | 240 | +23.7% | 0.00% | +33.3% |
REET | ISHARES TRglobal reit etf | $8,198 | +2.5% | 361 | 0.0% | 0.00% | 0.0% | |
DEM | WISDOMTREE TRemer mkt high fd | $8,162 | +16.6% | 229 | 0.0% | 0.00% | 0.0% | |
FPXI | FIRST TR EXCHANGE TRADED FDintl equity opp | $6,762 | +12.7% | 174 | 0.0% | 0.00% | 0.0% | |
IBB | ISHARES TRishares biotech | $6,975 | +16.2% | 53 | 0.0% | 0.00% | 0.0% | |
CWB | SPDR SER TRbbg conv sec etf | $6,112 | +1.9% | 95 | 0.0% | 0.00% | 0.0% | |
PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $6,793 | +13.2% | 186 | 0.0% | 0.00% | 0.0% | |
XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $5,670 | -5.5% | 154 | +0.7% | 0.00% | 0.0% |
PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $6,468 | +7.8% | 49 | 0.0% | 0.00% | 0.0% | |
PFI | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $6,396 | +6.6% | 157 | 0.0% | 0.00% | 0.0% | |
EWJ | ISHARES INCmsci jpn etf new | $6,859 | +14.3% | 126 | 0.0% | 0.00% | 0.0% | |
XBI | SPDR SER TRs&p biotech | $6,308 | +5.1% | 76 | 0.0% | 0.00% | 0.0% | |
DOL | WISDOMTREE TRintl lrgcap dv | $6,117 | +22.3% | 139 | 0.0% | 0.00% | 0.0% | |
RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $6,805 | +13.4% | 38 | 0.0% | 0.00% | 0.0% | |
OEF | ISHARES TRs&p 100 etf | $4,386 | +9.6% | 26 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X FDSlithium btry etf | $4,103 | -17.9% | 70 | 0.0% | 0.00% | -33.3% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $4,506 | +12.6% | 109 | 0.0% | 0.00% | 0.0% | |
IWO | ISHARES TRrus 2000 grw etf | $4,934 | -1.3% | 23 | 0.0% | 0.00% | -33.3% | |
RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $4,757 | +18.9% | 61 | 0.0% | 0.00% | 0.0% | |
SCHP | SCHWAB STRATEGIC TRus tips etf | $3,574 | -10.6% | 69 | 0.0% | 0.00% | 0.0% | |
VAW | Buy | VANGUARD WORLD FDSmaterials etf | $5,375 | +7.5% | 32 | +3.2% | 0.00% | -33.3% |
SCZ | ISHARES TReafe sml cp etf | $4,010 | +33.7% | 71 | 0.0% | 0.00% | 0.0% | |
XES | SPDR SER TRoilgas equip | $3,350 | +67.5% | 42 | 0.0% | 0.00% | +100.0% | |
RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $3,966 | – | 25 | +100.0% | 0.00% | – |
ISTB | ISHARES TRcore 1 5 yr usd | $3,483 | +16.1% | 75 | 0.0% | 0.00% | 0.0% | |
IGM | ISHARES TRexpnd tec sc etf | $3,383 | +12.8% | 12 | 0.0% | 0.00% | 0.0% | |
AIRR | FIRST TR EXCHANGE-TRADED FDrba indl etf | $4,721 | +18.0% | 107 | 0.0% | 0.00% | 0.0% | |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $3,595 | +19.8% | 20 | 0.0% | 0.00% | 0.0% | |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $4,119 | -65.7% | 43 | -66.4% | 0.00% | -66.7% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $5,361 | +7.2% | 54 | +1.9% | 0.00% | -33.3% |
IDU | Buy | ISHARES TRu.s. utilits etf | $4,548 | +13.7% | 53 | +1.9% | 0.00% | 0.0% |
BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $3,024 | -24.4% | 200 | -12.3% | 0.00% | -50.0% |
GLOBAL X FDScannabis etf new | $1,785 | -10.8% | 160 | 0.0% | 0.00% | 0.0% | ||
ILTB | ISHARES TRcore lt usdb etf | $1,680 | -16.0% | 33 | 0.0% | 0.00% | 0.0% | |
PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $1,541 | +54.1% | 90 | 0.0% | 0.00% | 0.0% | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $2,431 | +21.6% | 126 | 0.0% | 0.00% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $2,449 | +22.4% | 60 | 0.0% | 0.00% | 0.0% | |
DLS | WISDOMTREE TRintl smcap div | $2,318 | +15.9% | 40 | 0.0% | 0.00% | 0.0% | |
DIM | WISDOMTREE TRintl midcap dv | $2,385 | +19.2% | 43 | 0.0% | 0.00% | 0.0% | |
IYF | Sell | ISHARES TRu.s. finls etf | $2,264 | -95.9% | 30 | -96.3% | 0.00% | -96.4% |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,430 | +21.5% | 10 | 0.0% | 0.00% | 0.0% | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,480 | +48.0% | 23 | 0.0% | 0.00% | 0.0% | |
VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,661 | +33.0% | 48 | 0.0% | 0.00% | 0.0% | |
PGHY | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $634 | -36.6% | 33 | 0.0% | 0.00% | -100.0% | |
XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $44 | – | 1 | 0.0% | 0.00% | – | |
EDV | VANGUARD WORLD FDextended dur | $331 | – | 4 | 0.0% | 0.00% | – | |
SRVR | Sell | PACER FDS TRdata and infrast | $464 | -53.6% | 16 | -40.7% | 0.00% | -100.0% |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $407 | – | 14 | 0.0% | 0.00% | – | |
REZ | ISHARES TRresidential mult | $1,025 | +2.5% | 15 | 0.0% | 0.00% | -100.0% | |
KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $487 | – | 25 | 0.0% | 0.00% | – | |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -68 | -100.0% | -0.00% | – |
JPUS | Exit | J P MORGAN EXCHANGE TRADED Fjpmorgan diver | $0 | – | -36 | -100.0% | -0.00% | – |
JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -75 | -100.0% | -0.00% | – |
IBMK | Exit | ISHARES TRibonds dec2022 | $0 | – | -408 | -100.0% | -0.01% | – |
PRCH | Exit | PORCH GROUP INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
JCPB | Exit | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $0 | – | -544 | -100.0% | -0.01% | – |
SDEM | Exit | GLOBAL X FDSmsci supr em etf | $0 | – | -3,439 | -100.0% | -0.01% | – |
AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -633 | -100.0% | -0.02% | – |
SDIV | Exit | GLOBAL X FDSglb x superdiv | $0 | – | -11,206 | -100.0% | -0.04% | – |
JFR | Exit | NUVEEN FLOATING RATE INCOME | $0 | – | -12,687 | -100.0% | -0.05% | – |
ALB | Exit | ALBEMARLE CORP | $0 | – | -764 | -100.0% | -0.10% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,163 | -100.0% | -0.11% | – |
PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,286 | -100.0% | -0.11% | – |
SRET | Exit | GLOBAL X FDSreit etf | $0 | – | -93,347 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INCORPORATED | 13 | Q3 2023 | 10.2% |
MICROSOFT CORPORATION | 13 | Q3 2023 | 4.2% |
FIRST BANCORP N C | 13 | Q3 2023 | 3.6% |
DUKE ENERGY CORPORATION NEW COM NEW | 13 | Q3 2023 | 2.5% |
AMAZON COM INCORPORATED | 13 | Q3 2023 | 2.6% |
SPDR S&P 500 ETF TR | 13 | Q3 2023 | 2.3% |
NVIDIA CORPORATION | 13 | Q3 2023 | 3.3% |
JPMORGAN CHASE & COMPANY | 13 | Q3 2023 | 1.7% |
ISHARES TR | 13 | Q3 2023 | 1.6% |
JOHNSON & JOHNSON | 13 | Q3 2023 | 1.9% |
View Founders Financial Alliance, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Founders Financial Alliance, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.