Founders Financial Alliance, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$412.6B
Holdings
615
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (615 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 127,474 | $28.3B | 6.86% | |
| 2 | NVDANVIDIA CORPORATION | 149,431 | $16.2B | 3.93% | |
| 3 | MSFTMICROSOFT CORP | 33,524 | $12.6B | 3.05% | |
| 4 | PULSPGIM ETF TR | 169,382 | $8.4B | 2.04% | |
| 5 | AMZNAMAZON COM INC | 43,073 | $8.2B | 1.99% | |
| 6 | DUKDUKE ENERGY CORP NEW | 55,515 | $6.8B | 1.64% | |
| 7 | JPMJPMORGAN CHASE & CO. | 27,510 | $6.7B | 1.64% | |
| 8 | XLESELECT SECTOR SPDR TR | 71,297 | $6.7B | 1.61% | |
| 9 | BILSPDR SER TR | 72,154 | $6.6B | 1.60% | |
| 10 | IVVISHARES TR | 11,012 | $6.2B | 1.50% | |
| 11 | SPYSPDR S&P 500 ETF TR | 10,000 | $5.6B | 1.36% | |
| 12 | FBNCFIRST BANCORP N C | 124,297 | $5.0B | 1.21% | |
| 13 | JPSTJ P MORGAN EXCHANGE TRADED F | 95,299 | $4.8B | 1.17% | |
| 14 | DGRSWISDOMTREE TR | 102,315 | $4.8B | 1.15% | |
| 15 | SPMDSPDR SER TR | 84,506 | $4.3B | 1.05% | |
| 16 | DGRWWISDOMTREE TR | 52,827 | $4.2B | 1.02% | |
| 17 | NDQINVESCO QQQ TR | 8,974 | $4.2B | 1.02% | |
| 18 | AVGOBROADCOM INC | 24,902 | $4.2B | 1.01% | |
| 19 | DONSPDR DOW JONES INDL AVERAGE | 9,894 | $4.2B | 1.01% | |
| 20 | MOALTRIA GROUP INC | 68,505 | $4.1B | 1.00% | |
| 21 | GOOGLALPHABET INC | 26,581 | $4.1B | 1.00% | |
| 22 | ABBVABBVIE INC | 18,302 | $3.8B | 0.93% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,061 | $3.8B | 0.91% | |
| 24 | IWFISHARES TR | 10,068 | $3.6B | 0.88% | |
| 25 | CVXCHEVRON CORP NEW | 21,212 | $3.5B | 0.86% | |
| 26 | PGRPROGRESSIVE CORP | 12,351 | $3.5B | 0.85% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 21,680 | $3.4B | 0.83% | |
| 28 | SPSMSPDR SER TR | 84,123 | $3.4B | 0.83% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 25,225 | $3.3B | 0.79% | |
| 30 | XOMEXXON MOBIL CORP | 26,575 | $3.2B | 0.77% | |
| 31 | JNJJOHNSON & JOHNSON | 18,474 | $3.1B | 0.74% | |
| 32 | TBILRBB FD INC | 55,636 | $2.8B | 0.67% | |
| 33 | LOWLOWES COS INC | 11,914 | $2.8B | 0.67% | |
| 34 | MCDMCDONALDS CORP | 8,494 | $2.7B | 0.64% | |
| 35 | DONWISDOMTREE TR | 51,603 | $2.6B | 0.62% | |
| 36 | IWDISHARES TR | 13,521 | $2.5B | 0.62% | |
| 37 | WMTWALMART INC | 27,670 | $2.4B | 0.59% | |
| 38 | TAT&T INC | 85,317 | $2.4B | 0.58% | |
| 39 | SPTMSPDR SER TR | 34,210 | $2.3B | 0.56% | |
| 40 | VOOVANGUARD INDEX FDS | 4,412 | $2.3B | 0.55% | |
| 41 | HONHONEYWELL INTL INC | 10,494 | $2.2B | 0.54% | |
| 42 | XBILRBB FD INC | 44,075 | $2.2B | 0.54% | |
| 43 | PGPROCTER AND GAMBLE CO | 12,394 | $2.1B | 0.51% | |
| 44 | XLFSELECT SECTOR SPDR TR | 42,371 | $2.1B | 0.51% | |
| 45 | HDHOME DEPOT INC | 5,716 | $2.1B | 0.51% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 8,174 | $2.0B | 0.49% | |
| 47 | METAMETA PLATFORMS INC | 3,304 | $1.9B | 0.46% | |
| 48 | RSPINVESCO EXCHANGE TRADED FD T | 10,755 | $1.9B | 0.45% | |
| 49 | VIGVANGUARD SPECIALIZED FUNDS | 9,429 | $1.8B | 0.44% | |
| 50 | GOFGUGGENHEIM STRATEGIC OPPORTU | 114,257 | $1.8B | 0.43% | |
| 51 | DLNWISDOMTREE TR | 22,059 | $1.8B | 0.42% | |
| 52 | CSCOCISCO SYS INC | 27,415 | $1.7B | 0.41% | |
| 53 | VUGVANGUARD INDEX FDS | 4,527 | $1.7B | 0.41% | |
| 54 | ETNEATON CORP PLC | 6,132 | $1.7B | 0.40% | |
| 55 | DIVOAMPLIFY ETF TR | 40,471 | $1.7B | 0.40% | |
| 56 | MRKMERCK & CO INC | 17,848 | $1.6B | 0.39% | |
| 57 | LLYELI LILLY & CO | 1,910 | $1.6B | 0.38% | |
| 58 | USFRWISDOMTREE TR | 31,271 | $1.6B | 0.38% | |
| 59 | NEENEXTERA ENERGY INC | 22,165 | $1.6B | 0.38% | |
| 60 | SPYVSPDR SER TR | 30,669 | $1.6B | 0.38% | |
| 61 | QDPLPACER FDS TR | 42,399 | $1.5B | 0.38% | |
| 62 | KOCOCA COLA CO | 21,471 | $1.5B | 0.37% | |
| 63 | AGNCAGNC INVT CORP | 156,591 | $1.5B | 0.36% | |
| 64 | RTXRTX CORPORATION | 11,113 | $1.5B | 0.36% | |
| 65 | VTIVANGUARD INDEX FDS | 5,332 | $1.5B | 0.36% | |
| 66 | GCOWPACER FDS TR | 39,175 | $1.4B | 0.35% | |
| 67 | BACBANK AMERICA CORP | 31,218 | $1.4B | 0.34% | |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 3,921 | $1.4B | 0.34% | |
| 69 | ROLROLLINS INC | 25,476 | $1.4B | 0.33% | |
| 70 | PEPPEPSICO INC | 9,094 | $1.4B | 0.33% | |
| 71 | VVISA INC | 3,888 | $1.4B | 0.33% | |
| 72 | GOOGALPHABET INC | 8,571 | $1.3B | 0.32% | |
| 73 | VTVVANGUARD INDEX FDS | 7,667 | $1.3B | 0.32% | |
| 74 | UANCVR PARTNERS LP | 17,364 | $1.3B | 0.32% | |
| 75 | SCHDSCHWAB STRATEGIC TR | 46,650 | $1.3B | 0.32% | |
| 76 | VBVANGUARD INDEX FDS | 5,862 | $1.3B | 0.31% | |
| 77 | XLISELECT SECTOR SPDR TR | 9,769 | $1.3B | 0.31% | |
| 78 | XLKSELECT SECTOR SPDR TR | 6,188 | $1.3B | 0.31% | |
| 79 | VEAVANGUARD TAX-MANAGED FDS | 24,552 | $1.2B | 0.30% | |
| 80 | BACVERIZON COMMUNICATIONS INC | 26,713 | $1.2B | 0.29% | |
| 81 | SBUXSTARBUCKS CORP | 12,286 | $1.2B | 0.29% | |
| 82 | ORCORCHID IS CAP INC | 154,927 | $1.2B | 0.28% | |
| 83 | WMWASTE MGMT INC DEL | 4,985 | $1.2B | 0.28% | |
| 84 | RYROYAL BK CDA | 9,876 | $1.1B | 0.27% | |
| 85 | TFCTRUIST FINL CORP | 27,051 | $1.1B | 0.27% | |
| 86 | GSGOLDMAN SACHS GROUP INC | 2,026 | $1.1B | 0.27% | |
| 87 | AEPAMERICAN ELEC PWR CO INC | 10,017 | $1.1B | 0.27% | |
| 88 | OXLCLOXFORD LANE CAP CORP | 229,813 | $1.1B | 0.26% | |
| 89 | CATCATERPILLAR INC | 3,265 | $1.1B | 0.26% | |
| 90 | FCXFREEPORT-MCMORAN INC | 28,032 | $1.1B | 0.26% | |
| 91 | COSTCOSTCO WHSL CORP NEW | 1,108 | $1.0B | 0.25% | |
| 92 | BCICPORTMAN RIDGE FIN CORP | 70,516 | $1.0B | 0.25% | |
| 93 | DDOMINION ENERGY INC | 17,956 | $1.0B | 0.24% | |
| 94 | AMDADVANCED MICRO DEVICES INC | 9,749 | $1.0B | 0.24% | |
| 95 | MARMARRIOTT INTL INC NEW | 4,190 | $998.0M | 0.24% | |
| 96 | TJXTJX COS INC NEW | 7,839 | $954.9M | 0.23% | |
| 97 | LQDISHARES TR | 8,737 | $949.6M | 0.23% | |
| 98 | OKEONEOK INC NEW | 9,228 | $915.6M | 0.22% | |
| 99 | IJHISHARES TR | 15,633 | $912.2M | 0.22% | |
| 100 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,471 | $908.2M | 0.22% |
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