Founders Financial Alliance, LLC Portfolio Holdings
Q3 2025•702 long positions•$530.1M portfolio value
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Holding715 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $32.7M 6.16% | -$120.4K Sold | 0.001% 128.3K shares | 128.8K → 128.3K −$120.4K | -0.37% | $3.78T Mega Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $29.4M 5.55% | +$952.5K Bought | 0.001% 157.8K shares | 152.7K → 157.8K +$952.5K | +3.34% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $17.6M 3.32% | +$53.9K Bought | 0.0% 33.9K shares | 33.8K → 33.9K +$53.9K | +0.31% | $3.85T Mega Cap | Q3 2020 Held for 5y 2m | |
Specialty Retail Consumer Cyclical | $10.0M 1.89% | +$270.9K Bought | 0.0% 45.6K shares | 44.4K → 45.6K +$270.9K | +2.78% | $2.34T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $9.6M 1.81% | +$2.1M Bought | — 14.4K shares | 11.2K → 14.4K +$2.1M | +28.69% | — — | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $8.9M 1.68% | +$113.2K Bought | 0.001% 28.3K shares | 27.9K → 28.3K +$113.2K | +1.29% | $867.35B Mega Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $8.9M 1.67% | +$117.0K Bought | — 178.0K shares | 175.6K → 178.0K +$117.0K | +1.34% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $8.0M 1.51% | -$194.3K Sold | 0.001% 24.2K shares | 24.8K → 24.2K −$194.3K | -2.37% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.8M 1.47% | +$3.2M Bought | — 87.7K shares | 52.0K → 87.7K +$3.2M | +68.46% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $7.1M 1.34% | +$190.3K Bought | 0.007% 57.3K shares | 55.7K → 57.3K +$190.3K | +2.76% | $96.2B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.1M 1.33% | +$68.6K Bought | — 10.6K shares | 10.5K → 10.6K +$68.6K | +0.98% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $6.8M 1.29% | +$329.2K Bought | 0.0% 28.2K shares | 26.8K → 28.2K +$329.2K | +5.05% | $2.95T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $6.5M 1.23% | -$1.1M Sold | — 71.0K shares | 82.8K → 71.0K −$1.1M | -14.28% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.4M 1.22% | +$593.7K Bought | — 129.7K shares | 117.8K → 129.7K +$593.7K | +10.15% | — — | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $6.4M 1.21% | -$69.3K Sold | 0.292% 120.9K shares | 122.2K → 120.9K −$69.3K | -1.07% | $2.2B Mid Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.7M 1.08% | +$5.4M Bought | — 151.9K shares | 8.7K → 151.9K +$5.4M | +1,643.69% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.6M 1.05% | +$379.9K Bought | — 109.5K shares | 102.0K → 109.5K +$379.9K | +7.34% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.5M 1.04% | +$5.4M Bought | — 58.9K shares | 1.6K → 58.9K +$5.4M | +3,541.56% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.4M 1.03% | +$109.9K Bought | — 9.1K shares | 8.9K → 9.1K +$109.9K | +2.06% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.2M 0.985% | +$5.2M New | — 150.7K shares | 0 → 150.7K +$5.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.1M 0.962% | +$4.8M Bought | — 116.1K shares | 6.6K → 116.1K +$4.8M | +1,656.53% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 0.911% | -$142.9K Sold | — 84.4K shares | 86.9K → 84.4K −$142.9K | -2.88% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.7M 0.895% | +$52.4K Bought | — 10.2K shares | 10.1K → 10.2K +$52.4K | +1.12% | — — | Q3 2020 Held for 5y 2m | |
Tobacco Consumer Defensive | $4.6M 0.871% | +$58.3K Bought | 0.004% 69.9K shares | 69.0K → 69.9K +$58.3K | +1.28% | $110.97B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.6M 0.867% | -$288.4K Sold | — 91.9K shares | 97.7K → 91.9K −$288.4K | -5.91% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $4.2M 0.801% | +$4.6K Bought | 0.001% 18.3K shares | 18.3K → 18.3K +$4.6K | +0.11% | $409.03B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.2M 0.785% | -$450.6K Sold | — 8.9K shares | 9.9K → 8.9K −$450.6K | -9.77% | — — | Q3 2020 Held for 5y 2m | |
Insurance - Diversified Financial Services | $3.9M 0.736% | +$182.5K Bought | 0.0% 7.8K shares | 7.4K → 7.8K +$182.5K | +4.91% | $1.08T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.8M 0.724% | +$779.6K Bought | — 76.7K shares | 61.1K → 76.7K +$779.6K | +25.51% | — — | Q1 2025 Held for 8 months | |
Tobacco Consumer Defensive | $3.5M 0.667% | +$19.1K Bought | 0.001% 21.8K shares | 21.7K → 21.8K +$19.1K | +0.54% | $252.48B Mega Cap | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $3.5M 0.655% | +$370.8 Bought | 0.001% 18.7K shares | 18.7K → 18.7K +$370.8 | +0.01% | $446.55B Mega Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Integrated Energy | $3.4M 0.643% | +$54.4K Bought | 0.001% 22.0K shares | 21.6K → 22.0K +$54.4K | +1.62% | $312.88B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.3M 0.626% | -$46.1K Sold | — 23.6K shares | 23.9K → 23.6K −$46.1K | -1.37% | — — | Q3 2020 Held for 5y 2m | |
Oil & Gas Integrated Energy | $3.1M 0.594% | +$110.2K Bought | 0.001% 27.9K shares | 26.9K → 27.9K +$110.2K | +3.63% | $480.68B Mega Cap | Q3 2020 Held for 5y 2m | |
Home Improvement Consumer Cyclical | $3.1M 0.59% | +$119.9K Bought | 0.002% 12.4K shares | 12.0K → 12.4K +$119.9K | +3.99% | $140.94B Large Cap | Q3 2020 Held for 5y 2m | |
Discount Stores Consumer Defensive | $3.0M 0.563% | +$22.4K Bought | 0.0% 28.9K shares | 28.7K → 28.9K +$22.4K | +0.76% | $821.68B Mega Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $3.0M 0.562% | +$49.2K Bought | 0.0% 4.1K shares | 4.0K → 4.1K +$49.2K | +1.68% | $1.84T Mega Cap | Q3 2020 Held for 5y 2m | |
Insurance - Property & Casualty Financial Services | $3.0M 0.559% | -$134.8K Sold | 0.002% 12.0K shares | 12.5K → 12.0K −$134.8K | -4.35% | $144.81B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 0.553% | -$463.1K Sold | — 32.8K shares | 38.0K → 32.8K −$463.1K | -13.64% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.9M 0.539% | +$83.3K Bought | — 4.7K shares | 4.5K → 4.7K +$83.3K | +3.0% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.8M 0.531% | +$13.9K Bought | — 53.8K shares | 53.6K → 53.8K +$13.9K | +0.49% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.8M 0.526% | -$21.9K Sold | — 34.6K shares | 34.9K → 34.6K −$21.9K | -0.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.7M 0.519% | +$2.7M New | — 75.2K shares | 0 → 75.2K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $2.7M 0.517% | +$2.3M Bought | 0.012% 1.5K shares | 262.0 → 1.5K +$2.3M | +484.73% | $23.1B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.6M 0.497% | +$2.6M New | — 72.9K shares | 0 → 72.9K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $2.5M 0.476% | -$32.5K Sold | 0.001% 8.3K shares | 8.4K → 8.3K −$32.5K | -1.27% | $216.86B Mega Cap | Q3 2020 Held for 5y 2m | |
Industrial - Machinery Industrials | $2.4M 0.459% | +$128.7K Bought | 0.002% 6.5K shares | 6.2K → 6.5K +$128.7K | +5.58% | $145.70B Large Cap | Q3 2020 Held for 5y 2m | |
Information Technology Services Technology | $2.4M 0.456% | +$60.4K Bought | 0.001% 8.6K shares | 8.4K → 8.6K +$60.4K | +2.56% | $262.84B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.4M 0.451% | -$204.0K Sold | — 11.8K shares | 12.8K → 11.8K −$204.0K | -7.85% | — — | Q3 2020 Held for 5y 2m | |
Telecommunications Services Communication Services | $2.4M 0.446% | +$28.4K Bought | 0.001% 83.7K shares | 82.7K → 83.7K +$28.4K | +1.21% | $201.93B Mega Cap | Q3 2020 Held for 5y 2m |
