$200 Million is the total value of Founders Financial Alliance, LLC's 456 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $17,263,249 | +2.7% | 104,446 | -19.3% | 8.62% | +11.7% |
| MSFT | Sell | MICROSOFT CORP | $6,984,855 | +5.8% | 24,294 | -11.8% | 3.49% | +15.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,558,070 | -14.3% | 47,065 | -8.9% | 2.28% | -6.8% |
| FBNC | Sell | FIRST BANCORP N C | $4,402,820 | -41.0% | 124,866 | -28.3% | 2.20% | -35.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,637,038 | +2.7% | 8,883 | -4.1% | 1.82% | +11.7% |
| JPHY | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders usd | $3,589,762 | +5.1% | 79,897 | +2.5% | 1.79% | +14.2% |
| ABBV | Buy | ABBVIE INC | $3,112,451 | -0.5% | 19,517 | +0.8% | 1.55% | +8.1% |
| AMZN | Sell | AMAZON COM INC | $3,001,058 | +8.4% | 29,230 | -11.3% | 1.50% | +17.9% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,997,023 | +92.7% | 59,559 | +92.0% | 1.50% | +109.5% |
| FPEI | Buy | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $2,988,850 | -4.0% | 178,415 | +2.1% | 1.49% | +4.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,926,474 | -14.8% | 22,030 | -14.0% | 1.46% | -7.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,849,610 | +14.6% | 11,663 | +0.5% | 1.42% | +24.7% |
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $2,706,470 | -0.6% | 76,303 | +0.5% | 1.35% | +8.0% |
| NVDA | Sell | NVIDIA CORPORATION | $2,555,270 | +2.7% | 9,252 | -45.7% | 1.28% | +11.7% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $2,476,245 | +16.3% | 29,469 | +13.8% | 1.24% | +26.5% |
| AVGO | Sell | BROADCOM INC | $2,381,313 | +13.5% | 3,727 | -0.7% | 1.19% | +23.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,342,553 | +3.9% | 7,043 | +3.5% | 1.17% | +12.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,273,353 | -16.7% | 27,444 | -12.1% | 1.14% | -9.4% |
| MO | Buy | ALTRIA GROUP INC | $2,259,292 | +4.7% | 49,104 | +4.0% | 1.13% | +13.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,227,931 | -0.9% | 22,046 | -0.7% | 1.11% | +7.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,216,818 | +0.7% | 14,550 | +0.2% | 1.11% | +9.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,201,646 | -31.5% | 14,112 | -22.4% | 1.10% | -25.5% |
| CVX | Sell | CHEVRON CORP NEW | $2,178,637 | -29.3% | 13,119 | -23.6% | 1.09% | -23.1% |
| LOW | Sell | LOWES COS INC | $2,081,203 | -16.6% | 10,534 | -15.9% | 1.04% | -9.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,993,652 | +22.9% | 19,169 | +4.2% | 1.00% | +33.6% |
| GCOW | New | PACER FDS TRglobl cash etf | $1,948,525 | – | 57,940 | +100.0% | 0.97% | – |
| NEE | Sell | NEXTERA ENERGY INC | $1,698,795 | -12.0% | 22,019 | -4.7% | 0.85% | -4.4% |
| MRK | Sell | MERCK & CO INC | $1,678,240 | -13.7% | 15,690 | -10.5% | 0.84% | -6.2% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,630,625 | +0.7% | 14,877 | -3.1% | 0.81% | +9.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,597,701 | +7.0% | 4,973 | +2.9% | 0.80% | +16.5% |
| T | Sell | AT&T INC | $1,551,830 | -11.7% | 79,497 | -16.7% | 0.78% | -4.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,523,361 | -19.8% | 10,251 | -18.2% | 0.76% | -12.7% |
| MCD | Sell | MCDONALDS CORP | $1,415,382 | +7.0% | 4,997 | -0.5% | 0.71% | +16.5% |
| KO | Sell | COCA COLA CO | $1,396,860 | -5.4% | 22,266 | -4.1% | 0.70% | +2.8% |
| PEP | Sell | PEPSICO INC | $1,362,571 | -12.7% | 7,471 | -13.5% | 0.68% | -5.0% |
| SBUX | Sell | STARBUCKS CORP | $1,326,698 | -0.7% | 12,723 | -5.6% | 0.66% | +7.8% |
| PFE | Sell | PFIZER INC | $1,200,021 | -23.9% | 29,471 | -4.2% | 0.60% | -17.3% |
| WPC | Sell | WP CAREY INC | $1,199,571 | -7.7% | 16,271 | -2.2% | 0.60% | +0.3% |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $1,179,387 | -6.2% | 24,987 | -7.7% | 0.59% | +2.1% |
| TGT | Sell | TARGET CORP | $1,160,818 | +10.6% | 7,020 | -0.3% | 0.58% | +20.3% |
| V | Sell | VISA INC | $1,156,910 | -0.2% | 5,086 | -8.9% | 0.58% | +8.6% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,114,941 | -8.5% | 34,435 | -3.4% | 0.56% | -0.5% |
| DIS | Sell | DISNEY WALT CO | $1,113,041 | +14.6% | 11,086 | -0.8% | 0.56% | +24.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,105,199 | -15.5% | 2,215 | -10.2% | 0.55% | -8.0% |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $1,098,380 | +0.9% | 11,142 | -3.8% | 0.55% | +9.6% |
| XOM | Sell | EXXON MOBIL CORP | $1,075,991 | -56.3% | 9,571 | -57.1% | 0.54% | -52.5% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,029,075 | -3.8% | 6,976 | +0.0% | 0.51% | +4.7% |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTU | $1,017,057 | -50.9% | 63,142 | -53.6% | 0.51% | -46.6% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,008,243 | +1.4% | 10,164 | -0.9% | 0.50% | +10.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,006,294 | +3.6% | 5,199 | -6.9% | 0.50% | +12.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,002,561 | -6.3% | 9,687 | -8.6% | 0.50% | +2.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $998,657 | +4.8% | 12,157 | +3.5% | 0.50% | +13.9% |
| HD | Sell | HOME DEPOT INC | $997,415 | -25.6% | 3,393 | -20.1% | 0.50% | -19.2% |
| ROL | Sell | ROLLINS INC | $987,325 | -4.4% | 26,541 | -6.1% | 0.49% | +4.0% |
| LLY | Buy | LILLY ELI & CO | $936,330 | -2.9% | 2,728 | +3.5% | 0.47% | +5.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $923,162 | -37.9% | 23,758 | -37.0% | 0.46% | -32.5% |
| CSCO | Sell | CISCO SYS INC | $920,684 | +6.1% | 17,739 | -2.6% | 0.46% | +15.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $909,341 | +5.2% | 5,808 | +2.1% | 0.45% | +14.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $910,008 | -0.9% | 4,801 | -4.1% | 0.45% | +7.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $902,080 | -27.8% | 2,205 | -32.2% | 0.45% | -21.5% |
| BAC | Sell | BANK AMERICA CORP | $898,082 | -13.4% | 31,181 | -0.4% | 0.45% | -5.9% |
| D | Sell | DOMINION ENERGY INC | $806,616 | -14.5% | 14,194 | -7.7% | 0.40% | -6.9% |
| CVS | Sell | CVS HEALTH CORP | $804,711 | -22.2% | 10,763 | -3.0% | 0.40% | -15.4% |
| FB | Sell | META PLATFORMS INCcl a | $801,628 | +76.2% | 3,746 | -0.9% | 0.40% | +91.4% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $788,321 | +10.7% | 45,884 | +2.5% | 0.39% | +20.5% |
| TFC | Sell | TRUIST FINL CORP | $778,122 | -39.5% | 22,890 | -23.4% | 0.39% | -34.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $752,202 | +8.6% | 7,195 | -7.9% | 0.38% | +18.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $713,503 | -16.6% | 7,837 | -13.0% | 0.36% | -9.4% |
| BP | Sell | BP PLCsponsored adr | $703,305 | -10.1% | 18,290 | -18.4% | 0.35% | -2.2% |
| WM | Sell | WASTE MGMT INC DEL | $693,548 | +3.9% | 4,202 | -1.3% | 0.35% | +12.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $688,819 | +12.2% | 4,571 | -7.4% | 0.34% | +22.0% |
| WMT | Sell | WALMART INC | $663,932 | -12.4% | 4,510 | -15.6% | 0.33% | -4.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $659,175 | +11.6% | 17,295 | +2.4% | 0.33% | +21.4% |
| Sell | GLOBAL X FDSsuperdvdnd reit | $659,206 | -0.1% | 30,281 | -0.4% | 0.33% | +8.6% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $626,147 | +74.1% | 8,519 | +78.9% | 0.31% | +89.7% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $617,840 | +2.6% | 26,723 | +1.2% | 0.31% | +12.0% |
| O | Sell | REALTY INCOME CORP | $616,275 | -7.8% | 9,769 | -7.3% | 0.31% | +0.3% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $612,221 | +12.7% | 3,687 | +1.1% | 0.31% | +22.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $599,639 | +15.0% | 1,560 | +0.6% | 0.30% | +25.1% |
| BA | Sell | BOEING CO | $594,329 | -18.3% | 2,813 | -26.3% | 0.30% | -11.1% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $571,227 | +6.0% | 49,034 | +10.5% | 0.28% | +15.4% |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $569,018 | -2.3% | 32,608 | +5.2% | 0.28% | +6.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $560,347 | -7.8% | 1,759 | -22.9% | 0.28% | +0.4% |
| NEWT | NEWTEKONE INC | $561,352 | -21.2% | 43,856 | 0.0% | 0.28% | -14.4% | |
| CAT | Sell | CATERPILLAR INC | $556,016 | -29.1% | 2,437 | -25.5% | 0.28% | -22.8% |
| VOO | Sell | VANGUARD INDEX FDS | $554,833 | -11.1% | 1,476 | -16.9% | 0.28% | -3.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $548,457 | -38.9% | 4,207 | -34.0% | 0.27% | -33.5% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $545,910 | -8.0% | 28,567 | +1.5% | 0.27% | +0.4% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $545,330 | -6.0% | 2,639 | -3.6% | 0.27% | +2.3% |
| DEO | Buy | DIAGEO PLCspon adr new | $536,364 | +2.1% | 2,950 | +0.0% | 0.27% | +11.2% |
| IRM | Sell | IRON MTN INC DEL | $528,860 | -0.0% | 10,027 | -5.5% | 0.26% | +8.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $526,803 | +7.8% | 1,101 | +9.6% | 0.26% | +17.4% |
| OKE | Buy | ONEOK INC NEW | $516,771 | -1.5% | 8,133 | +1.9% | 0.26% | +7.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $510,298 | +18.8% | 1,028 | +9.2% | 0.26% | +29.4% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $507,103 | +9.5% | 1,560 | -2.7% | 0.25% | +18.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $492,143 | -21.4% | 3,562 | -20.2% | 0.25% | -14.6% |
| TXN | Sell | TEXAS INSTRS INC | $489,745 | +11.6% | 2,646 | -0.3% | 0.24% | +21.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $489,252 | -2.2% | 4,604 | -0.4% | 0.24% | +6.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $489,014 | -2.9% | 27,910 | +0.2% | 0.24% | +5.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $480,575 | -9.3% | 6,928 | -6.0% | 0.24% | -1.2% |
| INTC | Sell | INTEL CORP | $478,945 | -24.9% | 14,874 | -38.3% | 0.24% | -18.4% |
| PODD | Sell | INSULET CORP | $473,513 | +7.8% | 1,474 | -1.2% | 0.24% | +16.8% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $465,714 | -0.1% | 7,529 | +0.1% | 0.23% | +8.9% |
| TSLA | Buy | TESLA INC | $462,526 | +92.3% | 2,322 | +18.9% | 0.23% | +110.0% |
| ABT | Sell | ABBOTT LABS | $461,980 | -16.3% | 4,563 | -9.2% | 0.23% | -8.7% |
| ORCL | Sell | ORACLE CORP | $456,931 | +13.0% | 4,838 | -2.2% | 0.23% | +22.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $453,984 | +2.8% | 1,820 | -12.2% | 0.23% | +11.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $443,854 | -21.2% | 4,618 | -46.9% | 0.22% | -14.3% |
| BME | Buy | BLACKROCK HEALTH SCIENCES TR | $444,336 | +3.7% | 10,612 | +8.0% | 0.22% | +12.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $442,503 | -9.5% | 6,561 | -17.3% | 0.22% | -1.3% |
| ENB | Sell | ENBRIDGE INC | $434,567 | -11.2% | 11,287 | -9.8% | 0.22% | -3.6% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $435,242 | +0.4% | 5,418 | +3.4% | 0.22% | +9.0% |
| SPGI | Sell | S&P GLOBAL INC | $422,707 | +2.7% | 1,220 | -0.7% | 0.21% | +11.6% |
| NKE | Buy | NIKE INCcl b | $414,544 | +11.9% | 3,332 | +5.3% | 0.21% | +21.8% |
| C | Sell | CITIGROUP INC | $410,340 | -5.5% | 8,662 | -9.7% | 0.20% | +3.0% |
| Sell | SHELL PLCspon ads | $403,827 | -7.5% | 6,886 | -10.2% | 0.20% | +1.0% | |
| EGP | EASTGROUP PPTYS INC | $401,364 | +10.2% | 2,461 | 0.0% | 0.20% | +19.8% | |
| SLV | Sell | ISHARES SILVER TRishares | $395,796 | -1.8% | 17,800 | -2.7% | 0.20% | +7.0% |
| ETN | Sell | EATON CORP PLC | $396,168 | -33.3% | 2,335 | -38.3% | 0.20% | -27.5% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $395,558 | -2.0% | 8,425 | -3.4% | 0.20% | +7.0% |
| BLK | Sell | BLACKROCK INC | $387,140 | -27.2% | 576 | -23.2% | 0.19% | -20.9% |
| HON | Sell | HONEYWELL INTL INC | $375,338 | -80.5% | 1,934 | -78.5% | 0.19% | -78.9% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $369,742 | -3.6% | 4,035 | -4.8% | 0.18% | +5.1% |
| TEL | Sell | TE CONNECTIVITY LTD | $368,499 | +9.7% | 2,883 | -1.4% | 0.18% | +19.5% |
| Sell | GENERAL ELECTRIC CO | $366,797 | +12.0% | 3,827 | -2.1% | 0.18% | +22.0% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $367,389 | +20.9% | 2,689 | -6.9% | 0.18% | +30.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $360,885 | -8.7% | 4,962 | -9.5% | 0.18% | -0.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $358,585 | +4.8% | 979 | -0.5% | 0.18% | +14.0% |
| CHI | Sell | CALAMOS CONV OPPORTUNITIES &sh ben int | $356,244 | -0.3% | 33,863 | -0.4% | 0.18% | +8.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $342,032 | -3.2% | 1,553 | +4.9% | 0.17% | +5.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $338,701 | -7.6% | 1,180 | -0.8% | 0.17% | +0.6% |
| EMR | Buy | EMERSON ELEC CO | $337,262 | -7.8% | 3,874 | +1.7% | 0.17% | 0.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $336,657 | -16.1% | 6,872 | -20.1% | 0.17% | -8.7% |
| QCOM | Sell | QUALCOMM INC | $333,749 | -23.5% | 2,699 | -32.0% | 0.17% | -16.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $332,411 | -4.4% | 1,008 | -0.5% | 0.17% | +3.8% |
| ADSK | Buy | AUTODESK INC | $327,586 | +32.0% | 1,658 | +24.8% | 0.16% | +43.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $327,597 | -39.1% | 7,246 | -43.5% | 0.16% | -33.6% |
| CSX | Sell | CSX CORP | $324,325 | -16.7% | 10,787 | -14.2% | 0.16% | -9.5% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $319,470 | +22.0% | 7,888 | +18.6% | 0.16% | +33.3% |
| AMGN | Sell | AMGEN INC | $318,425 | -14.1% | 1,310 | -7.2% | 0.16% | -6.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $315,154 | -3.1% | 544 | -8.0% | 0.16% | +5.4% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $314,253 | +55.8% | 2,463 | +66.0% | 0.16% | +68.8% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $313,600 | -2.1% | 3,101 | -4.9% | 0.16% | +6.8% |
| NUE | Buy | NUCOR CORP | $313,395 | +16.7% | 2,039 | +0.1% | 0.16% | +26.8% |
| UBCP | Buy | UNITED BANCORP INC OHIO | $310,120 | +14.0% | 21,388 | +15.7% | 0.16% | +24.0% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $302,114 | -5.1% | 6,706 | -2.0% | 0.15% | +3.4% |
| HTGC | Buy | HERCULES CAPITAL INC | $302,141 | +0.5% | 23,440 | +3.1% | 0.15% | +9.4% |
| Sell | WARNER BROS DISCOVERY INC | $301,648 | +20.2% | 20,674 | -21.9% | 0.15% | +31.3% | |
| JCI | Sell | JOHNSON CTLS INTL PLC | $300,877 | -12.3% | 5,159 | -3.8% | 0.15% | -5.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $300,212 | +23.5% | 3,265 | +0.0% | 0.15% | +33.9% |
| LRCX | Sell | LAM RESEARCH CORP | $295,889 | -49.5% | 594 | -57.4% | 0.15% | -45.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $296,702 | +3.0% | 11,505 | +0.3% | 0.15% | +12.1% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $291,717 | -5.5% | 1,440 | -2.9% | 0.15% | +2.8% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $289,344 | +42.4% | 3,523 | +32.0% | 0.14% | +54.8% |
| COP | Sell | CONOCOPHILLIPS | $284,864 | -47.4% | 2,819 | -38.5% | 0.14% | -42.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $280,600 | -16.6% | 3,358 | -0.7% | 0.14% | -9.1% |
| DVY | Buy | ISHARES TRselect divid etf | $280,007 | -2.1% | 2,390 | +0.8% | 0.14% | +6.9% |
| GLD | Sell | SPDR GOLD TR | $280,478 | -8.9% | 1,528 | -15.8% | 0.14% | -0.7% |
| WFC | Sell | WELLS FARGO CO NEW | $277,260 | -10.4% | 7,260 | -3.1% | 0.14% | -2.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $273,913 | +33.5% | 713 | +10.9% | 0.14% | +45.7% |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $274,207 | – | 10,070 | +100.0% | 0.14% | – |
| ACN | New | ACCENTURE PLC IRELAND | $271,189 | – | 960 | +100.0% | 0.14% | – |
| KMB | Sell | KIMBERLY-CLARK CORP | $269,741 | -14.1% | 2,014 | -12.9% | 0.14% | -6.2% |
| PINS | Buy | PINTEREST INCcl a | $265,717 | +18.8% | 9,729 | +5.6% | 0.13% | +29.1% |
| IWR | Sell | ISHARES TRrus mid cap etf | $264,016 | -32.4% | 3,776 | -34.8% | 0.13% | -26.3% |
| TJX | Sell | TJX COS INC NEW | $263,560 | -2.7% | 3,373 | -0.9% | 0.13% | +6.5% |
| DG | Sell | DOLLAR GEN CORP NEW | $257,253 | -70.2% | 1,209 | -65.6% | 0.13% | -67.8% |
| XAR | Buy | SPDR SER TRaerospace def | $256,428 | +17.0% | 2,184 | +9.6% | 0.13% | +26.7% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $254,641 | -9.0% | 5,675 | -10.9% | 0.13% | -0.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $253,056 | +2.8% | 540 | +19.7% | 0.13% | +11.5% |
| BIIB | Sell | BIOGEN INC | $252,694 | +3.0% | 860 | -2.9% | 0.13% | +11.5% |
| ZTS | Sell | ZOETIS INCcl a | $248,276 | +5.4% | 1,460 | -9.1% | 0.12% | +14.8% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $248,591 | +10.6% | 5,905 | -0.2% | 0.12% | +20.4% |
| EQT | New | EQT CORP | $246,423 | – | 7,717 | +100.0% | 0.12% | – |
| HUBS | New | HUBSPOT INC | $245,117 | – | 591 | +100.0% | 0.12% | – |
| Sell | GSK PLCsponsored adr | $243,619 | -24.6% | 6,797 | -26.1% | 0.12% | -17.6% | |
| PYPL | Sell | PAYPAL HLDGS INC | $242,612 | -26.1% | 3,199 | -30.6% | 0.12% | -19.9% |
| MDT | Sell | MEDTRONIC PLC | $242,832 | +3.7% | 3,012 | -0.0% | 0.12% | +12.0% |
| UNP | Sell | UNION PAC CORP | $240,045 | -18.3% | 1,197 | -15.7% | 0.12% | -11.1% |
| CCI | Sell | CROWN CASTLE INC | $240,023 | -15.0% | 1,796 | -13.8% | 0.12% | -7.7% |
| NFLX | Buy | NETFLIX INC | $238,342 | +17.0% | 707 | +2.3% | 0.12% | +26.6% |
| IUSB | Sell | ISHARES TRcore total usd | $237,409 | +0.7% | 5,145 | -1.9% | 0.12% | +10.2% |
| AOM | ISHARES TRmodert alloc etf | $232,717 | +4.9% | 5,838 | 0.0% | 0.12% | +13.7% | |
| WSBC | Sell | WESBANCO INC | $229,915 | -65.0% | 7,489 | -57.9% | 0.12% | -61.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $227,805 | +4.6% | 2,518 | -2.0% | 0.11% | +14.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $229,134 | -5.1% | 3,268 | -9.7% | 0.11% | +2.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $225,945 | +7.6% | 5,549 | +2.8% | 0.11% | +17.7% |
| DHR | Sell | DANAHER CORPORATION | $223,956 | -10.8% | 888 | -6.1% | 0.11% | -2.6% |
| ROK | New | ROCKWELL AUTOMATION INC | $224,238 | – | 764 | +100.0% | 0.11% | – |
| MXI | ISHARES TRglobal mater etf | $219,721 | +6.4% | 2,626 | 0.0% | 0.11% | +15.8% | |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $218,798 | -5.1% | 1,582 | -17.3% | 0.11% | +2.8% |
| FE | Sell | FIRSTENERGY CORP | $216,636 | -14.8% | 5,405 | -10.9% | 0.11% | -7.7% |
| CRM | New | SALESFORCE INC | $214,409 | – | 1,079 | +100.0% | 0.11% | – |
| PANW | New | PALO ALTO NETWORKS INC | $214,600 | – | 1,073 | +100.0% | 0.11% | – |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $210,080 | -24.9% | 1,454 | -36.0% | 0.10% | -18.6% |
| STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $207,755 | -4.7% | 3,208 | -22.6% | 0.10% | +4.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $205,797 | -37.6% | 5,168 | -37.5% | 0.10% | -32.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $206,339 | -9.5% | 4,584 | -17.0% | 0.10% | -1.9% |
| HBAN | HUNTINGTON BANCSHARES INC | $204,803 | -20.6% | 18,286 | 0.0% | 0.10% | -13.6% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $203,552 | -47.9% | 820 | -49.2% | 0.10% | -43.0% |
| IWB | ISHARES TRrus 1000 etf | $199,260 | +7.1% | 884 | 0.0% | 0.10% | +16.5% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $193,438 | -40.4% | 6,196 | -41.7% | 0.10% | -34.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $191,971 | -22.1% | 1,932 | -24.0% | 0.10% | -15.0% |
| AGNC | Buy | AGNC INVT CORP | $190,726 | +30.1% | 18,968 | +33.9% | 0.10% | +41.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $190,986 | -2.3% | 1,543 | -1.2% | 0.10% | +5.6% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $186,054 | -1.1% | 14,138 | -4.9% | 0.09% | +8.1% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $184,074 | +5.4% | 985 | -1.8% | 0.09% | +15.0% |
| F | Sell | FORD MTR CO DEL | $184,538 | +0.6% | 14,684 | -6.9% | 0.09% | +9.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $181,386 | +0.1% | 3,628 | +0.1% | 0.09% | +9.6% |
| IYW | Sell | ISHARES TRu.s. tech etf | $179,294 | +3.7% | 1,937 | -16.5% | 0.09% | +13.9% |
| PID | Sell | INVESCO EXCHANGE TRADED FD Tintl divi achi | $176,453 | +5.0% | 9,877 | -1.7% | 0.09% | +14.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $176,501 | -32.6% | 1,834 | -33.7% | 0.09% | -26.7% |
| New | PACER FDS TRmetaurus cap 400 | $175,127 | – | 5,850 | +100.0% | 0.09% | – | |
| OIH | Sell | VANECK ETF TRUSToil services etf | $172,037 | -15.8% | 621 | -7.6% | 0.09% | -8.5% |
| EFG | Sell | ISHARES TReafe grwth etf | $171,403 | +11.3% | 1,812 | -1.5% | 0.09% | +21.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $170,471 | -11.2% | 1,304 | -7.7% | 0.08% | -3.4% |
| ALTY | Buy | GLOBAL X FDSalternative incm | $168,884 | +6.7% | 14,893 | +3.6% | 0.08% | +15.1% |
| FSD | Buy | FIRST TR HIGH INCOME LONG / | $164,772 | +16.6% | 14,517 | +17.6% | 0.08% | +26.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $164,838 | +12.6% | 2,978 | +3.1% | 0.08% | +22.4% |
| FITB | Buy | FIFTH THIRD BANCORP | $160,135 | -18.8% | 6,011 | +0.1% | 0.08% | -11.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $157,493 | +8.6% | 2,201 | -0.4% | 0.08% | +17.9% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $158,551 | +88.6% | 4,270 | +108.1% | 0.08% | +102.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $153,171 | -22.0% | 3,781 | -24.9% | 0.08% | -15.6% |
| MBB | Sell | ISHARES TRmbs etf | $149,274 | -15.9% | 1,576 | -17.6% | 0.08% | -7.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $146,131 | +2.5% | 1,934 | -0.1% | 0.07% | +12.3% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $142,900 | -22.3% | 17,384 | +5.3% | 0.07% | -15.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $140,147 | +447.3% | 1,624 | +436.0% | 0.07% | +483.3% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $137,653 | -1.2% | 2,670 | -3.1% | 0.07% | +7.8% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $138,950 | -25.9% | 3,291 | -32.1% | 0.07% | -19.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $134,528 | -50.5% | 638 | -52.2% | 0.07% | -46.4% |
| EFV | Sell | ISHARES TReafe value etf | $134,625 | +3.5% | 2,772 | -2.3% | 0.07% | +11.7% |
| FTXG | New | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $129,052 | – | 4,801 | +100.0% | 0.06% | – |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $126,884 | +90.0% | 2,284 | +76.1% | 0.06% | +103.2% |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $125,329 | – | 4,647 | +100.0% | 0.06% | – |
| GOVT | Sell | ISHARES TRus treas bd etf | $126,955 | +2.4% | 5,430 | -0.5% | 0.06% | +10.5% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $123,692 | -7.4% | 1,366 | -13.3% | 0.06% | +1.6% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $124,984 | -20.9% | 808 | -19.4% | 0.06% | -15.1% |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $124,786 | -0.7% | 2,791 | 0.0% | 0.06% | +6.9% | |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $121,819 | +2.0% | 1,610 | -4.2% | 0.06% | +10.9% |
| FNK | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $121,320 | -0.3% | 2,831 | 0.0% | 0.06% | +8.9% | |
| FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $121,872 | +3.7% | 2,084 | 0.0% | 0.06% | +13.0% | |
| IVE | Sell | ISHARES TRs&p 500 val etf | $120,194 | -9.3% | 792 | -13.3% | 0.06% | -1.6% |
| FXZ | New | FIRST TR EXCHANGE TRADED FDmaterials alph | $117,280 | – | 1,795 | +100.0% | 0.06% | – |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $117,127 | +2.6% | 2,065 | 0.0% | 0.06% | +11.5% | |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $116,508 | -1.9% | 10,542 | +0.9% | 0.06% | +5.5% |
| SPMB | SPDR SER TRport mtg bk etf | $115,846 | +2.2% | 5,223 | 0.0% | 0.06% | +11.5% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $112,104 | -14.9% | 1,351 | -15.5% | 0.06% | -8.2% |
| SOXX | Sell | ISHARES TRishares semicdtr | $110,724 | +21.1% | 249 | -5.3% | 0.06% | +31.0% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $107,525 | -0.9% | 802 | 0.0% | 0.05% | +8.0% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $104,013 | +7.9% | 1,628 | -1.2% | 0.05% | +18.2% |
| IEUR | ISHARES TRcore msci euro | $104,400 | +9.9% | 2,000 | 0.0% | 0.05% | +18.2% | |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $100,742 | +3.2% | 11,660 | +2.2% | 0.05% | +11.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $98,142 | +6.5% | 2,234 | +3.0% | 0.05% | +16.7% |
| TIP | Sell | ISHARES TRtips bd etf | $97,489 | -31.1% | 884 | -33.5% | 0.05% | -24.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $97,600 | -28.6% | 653 | -38.3% | 0.05% | -22.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $97,610 | +1.0% | 1,442 | +5.2% | 0.05% | +11.4% |
| MUB | Sell | ISHARES TRnational mun etf | $96,693 | -3.6% | 898 | -5.6% | 0.05% | +4.3% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $96,907 | -3.9% | 834 | +0.4% | 0.05% | +4.3% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $95,305 | -59.7% | 659 | -60.6% | 0.05% | -55.6% |
| HDV | Buy | ISHARES TRcore high dv etf | $94,249 | -0.7% | 913 | +0.3% | 0.05% | +6.8% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $89,625 | -49.3% | 1,238 | -47.5% | 0.04% | -44.4% |
| ICF | Buy | ISHARES TRcohen steer reit | $86,796 | +1.6% | 1,563 | +0.3% | 0.04% | +10.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $83,943 | -3.5% | 532 | -2.9% | 0.04% | +5.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $83,889 | -14.5% | 1,097 | -15.9% | 0.04% | -6.7% |
| SPY | New | SPDR S&P 500 ETF TRput | $81,878 | – | 200 | +100.0% | 0.04% | – |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $82,809 | +3.3% | 1,526 | +0.1% | 0.04% | +10.8% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $79,792 | +3.4% | 1,057 | -4.6% | 0.04% | +14.3% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $80,209 | +5.4% | 4,466 | +10.4% | 0.04% | +14.3% |
| IDV | Buy | ISHARES TRintl sel div etf | $80,269 | +1.9% | 2,920 | +0.7% | 0.04% | +11.1% |
| FAM | Buy | FIRST TR ABRDN GBL OPP INCM | $79,734 | +0.0% | 13,311 | +0.2% | 0.04% | +8.1% |
| Buy | GLOBAL X FDSsuperdividend | $80,710 | +0.9% | 3,503 | +5.2% | 0.04% | +8.1% | |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $76,428 | +12.7% | 3,309 | +1.3% | 0.04% | +22.6% |
| DWAS | Sell | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $76,465 | -10.7% | 1,056 | -10.3% | 0.04% | -2.6% |
| VOX | VANGUARD WORLD FDS | $74,533 | +17.5% | 771 | 0.0% | 0.04% | +27.6% | |
| XHE | SPDR SER TRhlth cr equip | $74,917 | +4.1% | 800 | 0.0% | 0.04% | +12.1% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $72,287 | -37.1% | 966 | -37.3% | 0.04% | -32.1% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $70,155 | +7.0% | 343 | 0.0% | 0.04% | +16.7% | |
| IGV | ISHARES TRexpanded tech | $70,548 | +18.8% | 232 | 0.0% | 0.04% | +29.6% | |
| ICVT | Sell | ISHARES TRconv bd etf | $70,371 | -20.6% | 969 | -24.1% | 0.04% | -14.6% |
| IYJ | Sell | ISHARES TRus industrials | $69,075 | -14.3% | 690 | -17.5% | 0.03% | -8.1% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $68,952 | -6.3% | 1,413 | -7.4% | 0.03% | 0.0% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $69,040 | +1.1% | 357 | 0.0% | 0.03% | +9.7% | |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $65,259 | +17.7% | 1,355 | +9.9% | 0.03% | +32.0% |
| SPHY | SPDR SER TRportfli high yld | $64,804 | +2.9% | 2,820 | 0.0% | 0.03% | +10.3% | |
| VLUE | ISHARES TRmsci usa value | $64,628 | +1.6% | 698 | 0.0% | 0.03% | +10.3% | |
| SIRI | SIRIUS XM HOLDINGS INC | $61,762 | -32.1% | 15,570 | 0.0% | 0.03% | -26.2% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $62,151 | +6.3% | 1,646 | +4.1% | 0.03% | +14.8% |
| ACWX | ISHARES TRmsci acwi ex us | $62,274 | +7.2% | 1,277 | 0.0% | 0.03% | +14.8% | |
| EBIZ | Sell | GLOBAL X FDS | $60,557 | +9.6% | 3,409 | -0.1% | 0.03% | +20.0% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $60,899 | -22.4% | 438 | -18.6% | 0.03% | -16.7% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $60,114 | +7.1% | 255 | +0.4% | 0.03% | +15.4% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $58,068 | +1.7% | 1,252 | 0.0% | 0.03% | +11.5% | |
| EEM | ISHARES TRmsci emg mkt etf | $56,032 | +4.1% | 1,420 | 0.0% | 0.03% | +12.0% | |
| CMF | ISHARES TRcalif mun bd etf | $56,891 | +2.2% | 992 | 0.0% | 0.03% | +7.7% | |
| IJK | ISHARES TRs&p mc 400gr etf | $53,125 | +3.4% | 752 | 0.0% | 0.03% | +12.5% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $52,933 | -2.4% | 499 | 0.0% | 0.03% | +4.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $52,142 | -0.2% | 339 | 0.0% | 0.03% | +8.3% | |
| FALN | ISHARES TRfaln angls usd | $49,731 | +2.7% | 1,968 | 0.0% | 0.02% | +13.6% | |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $49,706 | -1.2% | 3,391 | +0.9% | 0.02% | +8.7% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $50,593 | -13.7% | 1,802 | -18.6% | 0.02% | -7.4% |
| QUAL | ISHARES TRmsci usa qlt fct | $50,742 | +8.9% | 409 | 0.0% | 0.02% | +19.0% | |
| PIE | Sell | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $48,055 | -1.1% | 2,590 | -5.2% | 0.02% | +9.1% |
| HYGH | ISHARES U S ETF TRit rt hdg hgyl | $47,596 | +0.9% | 575 | 0.0% | 0.02% | +9.1% | |
| PSP | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $47,903 | +8.7% | 4,667 | 0.0% | 0.02% | +20.0% | |
| HEFA | Sell | ISHARES TRhdg msci eafe | $48,743 | -9.6% | 1,654 | -17.1% | 0.02% | -4.0% |
| IWS | ISHARES TRrus mdcp val etf | $46,930 | -0.6% | 448 | 0.0% | 0.02% | +4.5% | |
| PSJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc software | $46,931 | -14.2% | 463 | -23.0% | 0.02% | -8.0% |
| IXN | ISHARES TRglobal tech etf | $43,434 | +21.3% | 799 | 0.0% | 0.02% | +37.5% | |
| IGSB | ISHARES TR | $44,242 | +1.5% | 875 | 0.0% | 0.02% | +10.0% | |
| IYT | Sell | ISHARES TRus trsprtion | $43,701 | -16.0% | 192 | -21.3% | 0.02% | -8.3% |
| PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $44,640 | +9.5% | 400 | 0.0% | 0.02% | +15.8% | |
| RYE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $43,748 | -2.9% | 640 | +3.2% | 0.02% | +4.8% |
| IXUS | Sell | ISHARES TRcore msci total | $41,692 | +6.7% | 673 | -0.3% | 0.02% | +16.7% |
| TFI | SPDR SER TRnuveen blmbrg mu | $41,327 | +2.5% | 884 | 0.0% | 0.02% | +10.5% | |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $42,858 | -69.1% | 845 | -70.6% | 0.02% | -67.2% |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $42,210 | -3.8% | 806 | -8.6% | 0.02% | +5.0% |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $42,647 | -2.0% | 693 | 0.0% | 0.02% | +5.0% | |
| DON | WISDOMTREE TRus midcap divid | $41,800 | -0.4% | 1,020 | 0.0% | 0.02% | +10.5% | |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $42,853 | -29.1% | 2,922 | -30.4% | 0.02% | -25.0% |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $42,332 | -5.8% | 1,284 | 0.0% | 0.02% | 0.0% | |
| AOA | Sell | ISHARES TRaggres alloc etf | $40,189 | -17.2% | 632 | -22.2% | 0.02% | -9.1% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $39,804 | -13.6% | 519 | -16.3% | 0.02% | -4.8% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $40,158 | +6.6% | 751 | 0.0% | 0.02% | +17.6% | |
| KBWD | Buy | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $39,309 | +19.7% | 2,665 | +20.6% | 0.02% | +33.3% |
| FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $39,410 | -8.1% | 1,750 | 0.0% | 0.02% | 0.0% | |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $38,636 | -35.7% | 592 | -43.2% | 0.02% | -32.1% |
| XLC | Sell | SELECT SECTOR SPDR TR | $38,607 | -43.1% | 666 | -52.9% | 0.02% | -38.7% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $35,345 | -36.6% | 3,079 | -38.3% | 0.02% | -30.8% |
| ITA | Sell | ISHARES TRus aer def etf | $36,456 | -23.5% | 317 | -25.6% | 0.02% | -18.2% |
| PTLC | PACER FDS TRtrendp us lar cp | $35,710 | +1.5% | 938 | 0.0% | 0.02% | +12.5% | |
| EFAS | Buy | GLOBAL X FDSmsci supdiv ea | $36,570 | +4.2% | 2,650 | +1.5% | 0.02% | +12.5% |
| GNOM | Sell | GLOBAL X FDSgenomic biotech | $34,510 | -1.5% | 2,763 | -0.2% | 0.02% | +6.2% |
| REMX | VANECK ETF TRUSTrare earth/strtg | $33,583 | +7.1% | 412 | 0.0% | 0.02% | +21.4% | |
| IJT | ISHARES TRs&p sml 600 gwt | $32,322 | +1.7% | 294 | 0.0% | 0.02% | +6.7% | |
| IYE | ISHARES TRu.s. energy etf | $32,506 | -5.9% | 743 | 0.0% | 0.02% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $31,343 | +0.1% | 622 | 0.0% | 0.02% | +14.3% | |
| IYLD | ISHARES TRmrngstr inc etf | $32,457 | +1.4% | 1,686 | 0.0% | 0.02% | +6.7% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $32,469 | -25.2% | 182 | -26.9% | 0.02% | -20.0% |
| IXC | ISHARES TRglobal energ etf | $32,134 | -3.2% | 851 | 0.0% | 0.02% | +6.7% | |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $31,092 | -10.9% | 1,621 | -13.2% | 0.02% | 0.0% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $32,990 | -13.1% | 431 | -17.7% | 0.02% | -5.9% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $30,953 | -5.9% | 143 | -12.8% | 0.02% | 0.0% |
| IJJ | ISHARES TRs&p mc 400vl etf | $30,383 | +1.1% | 298 | 0.0% | 0.02% | +7.1% | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $30,806 | -4.1% | 1,139 | 0.0% | 0.02% | 0.0% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $29,431 | +37.5% | 328 | +28.1% | 0.02% | +50.0% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $29,889 | +4.4% | 544 | +3.4% | 0.02% | +15.4% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $29,455 | -3.2% | 476 | 0.0% | 0.02% | +7.1% | |
| IAT | Sell | ISHARES TRus regnl bks etf | $30,794 | -69.3% | 860 | -59.2% | 0.02% | -67.4% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $30,501 | -8.5% | 332 | -9.0% | 0.02% | 0.0% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $30,490 | +3.8% | 378 | 0.0% | 0.02% | +15.4% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $27,535 | +413.6% | 264 | +388.9% | 0.01% | +600.0% |
| IAI | Sell | ISHARES TRus br del se etf | $27,189 | -56.2% | 297 | -54.0% | 0.01% | -50.0% |
| EINC | Sell | VANECK ETF TRUSTenergy incme et | $27,778 | -32.0% | 456 | -31.0% | 0.01% | -26.3% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $28,308 | -48.6% | 389 | -50.1% | 0.01% | -44.0% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $25,040 | +2.3% | 1,000 | +100.0% | 0.01% | +18.2% |
| IGIB | Sell | ISHARES TR | $26,650 | -11.9% | 521 | -14.7% | 0.01% | -7.1% |
| IXG | ISHARES TRglobal finls etf | $26,844 | -1.8% | 389 | 0.0% | 0.01% | 0.0% | |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $26,961 | -0.5% | 647 | -2.4% | 0.01% | +8.3% |
| SMLF | Buy | ISHARES TRus sml cap eqt | $24,837 | +3.6% | 485 | +0.4% | 0.01% | +9.1% |
| IGF | Sell | ISHARES TRglb infrastr etf | $24,852 | -27.2% | 521 | -30.1% | 0.01% | -25.0% |
| PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $23,898 | -12.3% | 566 | 0.0% | 0.01% | -7.7% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $23,414 | +5.5% | 167 | 0.0% | 0.01% | +20.0% | |
| Buy | GLOBAL X FDSmsci supr em etf | $24,004 | +8.3% | 1,009 | +8.4% | 0.01% | +20.0% | |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $21,288 | -29.3% | 288 | -31.3% | 0.01% | -21.4% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $21,626 | -10.8% | 436 | -11.4% | 0.01% | 0.0% |
| ITB | Sell | ISHARES TRus home cons etf | $21,185 | -77.0% | 301 | -80.2% | 0.01% | -73.8% |
| SPSB | SPDR SER TRportfolio short | $21,304 | +0.9% | 719 | 0.0% | 0.01% | +10.0% | |
| XHB | Buy | SPDR SER TRs&p homebuild | $21,908 | +13.1% | 322 | +0.3% | 0.01% | +22.2% |
| CLOU | GLOBAL X FDS | $22,103 | +10.4% | 1,249 | 0.0% | 0.01% | +22.2% | |
| IFV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wright | $19,354 | -5.3% | 1,107 | -9.4% | 0.01% | +11.1% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $19,130 | +364.4% | 193 | +348.8% | 0.01% | +400.0% |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $20,644 | -8.7% | 1,069 | +0.2% | 0.01% | 0.0% |
| New | GLOBAL X FDSs&p 500 risk | $20,895 | – | 1,026 | +100.0% | 0.01% | – | |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $19,907 | -37.9% | 519 | -35.9% | 0.01% | -33.3% |
| PSCT | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $20,193 | -47.0% | 161 | -49.4% | 0.01% | -41.2% |
| VIS | VANGUARD WORLD FDSindustrial etf | $19,944 | +4.5% | 105 | 0.0% | 0.01% | +11.1% | |
| IYC | Sell | ISHARES TRus consum discre | $17,164 | -75.0% | 265 | -78.0% | 0.01% | -71.9% |
| JNK | Buy | SPDR SER TRbloomberg high y | $18,981 | +3.2% | 205 | +0.5% | 0.01% | +12.5% |
| IYH | ISHARES TRus hlthcare etf | $17,749 | -3.8% | 65 | 0.0% | 0.01% | +12.5% | |
| PTNQ | PACER FDS TRtrendpilot 100 | $17,224 | +11.5% | 314 | 0.0% | 0.01% | +28.6% | |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $18,206 | -57.5% | 208 | -60.5% | 0.01% | -55.0% |
| JPIN | J P MORGAN EXCHANGE TRADED Fdiv rtn int eq | $17,936 | +8.6% | 335 | 0.0% | 0.01% | +12.5% | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $15,437 | +3.1% | 653 | 0.0% | 0.01% | +14.3% | |
| PEJ | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $16,276 | +11.8% | 400 | 0.0% | 0.01% | +14.3% | |
| ESGE | ISHARES INCesg awr msci em | $15,110 | +4.7% | 480 | 0.0% | 0.01% | +14.3% | |
| SIZE | ISHARES TRmsci usa sze ft | $14,615 | +3.6% | 124 | 0.0% | 0.01% | +16.7% | |
| PICK | Sell | ISHARES INCmsci gbl etf new | $14,653 | -24.6% | 343 | -27.6% | 0.01% | -22.2% |
| MLPA | GLOBAL X FDSglbl x mlp etf | $14,560 | +0.7% | 350 | 0.0% | 0.01% | 0.0% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $14,637 | -71.0% | 210 | -73.6% | 0.01% | -69.6% |
| IEO | Sell | ISHARES TRus oil gs ex etf | $13,677 | -22.9% | 159 | -16.8% | 0.01% | -12.5% |
| PTMC | PACER FDS TRtrendp us mid cp | $11,434 | +1.7% | 360 | 0.0% | 0.01% | +20.0% | |
| HEZU | ISHARES TRcur hd eurzn etf | $11,385 | +15.8% | 354 | 0.0% | 0.01% | +20.0% | |
| REM | ISHARES TRmortge rel etf | $12,733 | -3.7% | 583 | 0.0% | 0.01% | 0.0% | |
| BBRE | J P MORGAN EXCHANGE TRADED Fbetbuld msci | $12,014 | +0.8% | 146 | 0.0% | 0.01% | +20.0% | |
| PUI | Buy | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $12,259 | -2.7% | 369 | +0.3% | 0.01% | 0.0% |
| MGK | VANGUARD WORLD FDmega grwth ind | $11,657 | +18.9% | 57 | 0.0% | 0.01% | +20.0% | |
| IYK | ISHARES TRus consm staples | $11,729 | -1.4% | 59 | 0.0% | 0.01% | +20.0% | |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $11,437 | -14.7% | 100 | -19.4% | 0.01% | 0.0% |
| RWR | Buy | SPDR SER TRdj reit etf | $12,340 | +20.0% | 139 | +17.8% | 0.01% | +20.0% |
| CGW | INVESCO EXCH TRADED FD TR IIs&p gbl water | $9,174 | +6.9% | 184 | 0.0% | 0.01% | +25.0% | |
| SPFF | GLOBAL X FDSglbx suprinc etf | $9,759 | -0.4% | 1,040 | 0.0% | 0.01% | +25.0% | |
| MGV | VANGUARD WORLD FDmega cap val etf | $10,607 | -1.8% | 105 | 0.0% | 0.01% | 0.0% | |
| AGZ | ISHARES TRagency bond etf | $10,607 | +1.7% | 98 | 0.0% | 0.01% | 0.0% | |
| BBJP | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $9,137 | +8.2% | 188 | 0.0% | 0.01% | +25.0% | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $10,779 | +7.5% | 185 | +1.1% | 0.01% | 0.0% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $7,248 | -6.3% | 47 | -7.8% | 0.00% | 0.0% |
| IAGG | ISHARES TRcore intl aggr | $8,224 | +3.0% | 168 | 0.0% | 0.00% | 0.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $7,422 | +8.2% | 126 | 0.0% | 0.00% | +33.3% | |
| REET | ISHARES TRglobal reit etf | $8,278 | +1.0% | 361 | 0.0% | 0.00% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $8,670 | +6.2% | 229 | 0.0% | 0.00% | 0.0% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $8,262 | -60.8% | 90 | -61.0% | 0.00% | -60.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $8,662 | -15.9% | 63 | -14.9% | 0.00% | -20.0% |
| PSK | Sell | SPDR SER TRice pfd sec etf | $5,773 | -80.5% | 170 | -81.1% | 0.00% | -78.6% |
| IBB | ISHARES TRishares biotech | $6,864 | -1.6% | 53 | 0.0% | 0.00% | 0.0% | |
| CWB | SPDR SER TRbbg conv sec etf | $6,305 | +3.2% | 95 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $5,744 | +1.3% | 154 | 0.0% | 0.00% | 0.0% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $6,535 | +1.0% | 49 | 0.0% | 0.00% | 0.0% | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $6,959 | +2.3% | 38 | 0.0% | 0.00% | 0.0% | |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $6,136 | -93.5% | 58 | -94.4% | 0.00% | -93.0% |
| PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $6,808 | +0.2% | 186 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $5,627 | +4.7% | 32 | 0.0% | 0.00% | +50.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $5,217 | +5.7% | 23 | 0.0% | 0.00% | +50.0% | |
| SCZ | ISHARES TReafe sml cp etf | $4,225 | +5.4% | 71 | 0.0% | 0.00% | 0.0% | |
| XES | SPDR SER TRoilgas equip | $3,239 | -3.3% | 42 | 0.0% | 0.00% | 0.0% | |
| XBI | Sell | SPDR SER TRs&p biotech | $3,811 | -39.6% | 50 | -34.2% | 0.00% | -33.3% |
| IGM | ISHARES TRexpnd tec sc etf | $4,104 | +21.3% | 12 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $4,810 | +9.7% | 26 | 0.0% | 0.00% | 0.0% | |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $4,250 | -30.5% | 91 | -34.5% | 0.00% | -33.3% |
| IDU | ISHARES TRu.s. utilits etf | $4,428 | -2.6% | 53 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $4,449 | +8.4% | 70 | 0.0% | 0.00% | 0.0% | |
| RTM | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $4,069 | +2.6% | 25 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $3,898 | +8.4% | 20 | 0.0% | 0.00% | 0.0% | |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $3,672 | -18.5% | 89 | -18.3% | 0.00% | 0.0% |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $4,670 | -1.8% | 61 | 0.0% | 0.00% | 0.0% | |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $4,492 | -69.8% | 86 | -72.7% | 0.00% | -71.4% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $3,699 | +3.5% | 69 | 0.0% | 0.00% | 0.0% | |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $2,472 | -96.3% | 10 | -96.0% | 0.00% | -96.8% |
| GLOBAL X FDScannabis etf new | $1,447 | -18.9% | 160 | 0.0% | 0.00% | 0.0% | ||
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $1,560 | +5.4% | 23 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,926 | +10.0% | 48 | 0.0% | 0.00% | 0.0% | |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $1,232 | -85.2% | 36 | -85.0% | 0.00% | -75.0% |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $1,576 | +2.3% | 90 | 0.0% | 0.00% | 0.0% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,760 | +13.6% | 10 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $2,134 | -5.7% | 30 | 0.0% | 0.00% | 0.0% | |
| ILTB | ISHARES TRcore lt usdb etf | $1,773 | +5.5% | 33 | 0.0% | 0.00% | 0.0% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,364 | -44.3% | 33 | -45.0% | 0.00% | 0.0% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,646 | -29.0% | 27 | -32.5% | 0.00% | 0.0% |
| DIM | Sell | WISDOMTREE TRintl midcap dv | $1,695 | -28.9% | 29 | -32.6% | 0.00% | 0.0% |
| USIG | Sell | ISHARES TRusd inv grde etf | $1,263 | -94.7% | 25 | -94.8% | 0.00% | -90.9% |
| REZ | ISHARES TRresidential mult | $1,059 | +3.3% | 15 | 0.0% | 0.00% | – | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $451 | +10.8% | 14 | 0.0% | 0.00% | – | |
| KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $460 | -5.5% | 25 | 0.0% | 0.00% | – | |
| EDV | VANGUARD WORLD FDextended dur | $350 | +5.7% | 4 | 0.0% | 0.00% | – | |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $44 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PGHY | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $635 | +0.2% | 33 | 0.0% | 0.00% | – | |
| SRVR | PACER FDS TRdata and infrast | $475 | +2.4% | 16 | 0.0% | 0.00% | – | |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -200 | -100.0% | -0.00% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -126 | -100.0% | -0.00% | – |
| AIRR | Exit | FIRST TR EXCHANGE-TRADED FDrba indl etf | $0 | – | -107 | -100.0% | -0.00% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -75 | -100.0% | -0.00% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -174 | -100.0% | -0.00% | – |
| PFI | Exit | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $0 | – | -157 | -100.0% | -0.00% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -220 | -100.0% | -0.00% | – |
| DTN | Exit | WISDOMTREE TRus ai enhanced | $0 | – | -152 | -100.0% | -0.01% | – |
| IAK | Exit | ISHARES TRu.s. insrnce etf | $0 | – | -135 | -100.0% | -0.01% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $0 | – | -483 | -100.0% | -0.01% | – | |
| PKW | Exit | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $0 | – | -310 | -100.0% | -0.01% | – |
| VLU | Exit | SPDR SER TRspdr s&p1500vl | $0 | – | -184 | -100.0% | -0.01% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -2,649 | -100.0% | -0.02% | – |
| FTXR | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $0 | – | -3,376 | -100.0% | -0.04% | – |
| BIT | Exit | BLACKROCK MULTI SECTOR INC T | $0 | – | -10,005 | -100.0% | -0.06% | – |
| Exit | WOLFSPEED INC | $0 | – | -2,954 | -100.0% | -0.09% | – | |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -6,254 | -100.0% | -0.09% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -18,908 | -100.0% | -0.10% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,437 | -100.0% | -0.10% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,951 | -100.0% | -0.11% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -9,883 | -100.0% | -0.11% | – |
| NFG | Exit | NATIONAL FUEL GAS CO | $0 | – | -3,832 | -100.0% | -0.11% | – |
| MMM | Exit | 3M CO | $0 | – | -2,062 | -100.0% | -0.11% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,279 | -100.0% | -0.13% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,868 | -100.0% | -0.13% | – |
| UBSI | Exit | UNITED BANKSHARES INC WEST V | $0 | – | -6,855 | -100.0% | -0.13% | – |
| CW | Exit | CURTISS WRIGHT CORP | $0 | – | -1,680 | -100.0% | -0.13% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -556 | -100.0% | -0.13% | – |
| FNB | Exit | F N B CORP | $0 | – | -22,794 | -100.0% | -0.14% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -9,479 | -100.0% | -0.14% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -3,575 | -100.0% | -0.15% | – |
| KMPR | Exit | KEMPER CORP | $0 | – | -6,480 | -100.0% | -0.15% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -10,012 | -100.0% | -0.15% | – |
| LIN | Exit | LINDE PLC | $0 | – | -1,029 | -100.0% | -0.15% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,951 | -100.0% | -0.16% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -915 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.