Founders Financial Alliance, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$439.8B
Holdings
544
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (544 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,804 | $26.4B | 6.01% | |
| 2 | NVDANVIDIA CORPORATION | 152,709 | $24.1B | 5.49% | |
| 3 | MSFTMICROSOFT CORP | 33,841 | $16.8B | 3.83% | |
| 4 | AMZNAMAZON COM INC | 44,365 | $9.7B | 2.21% | |
| 5 | PULSPGIM ETF TR | 175,622 | $8.7B | 1.99% | |
| 6 | JPMJPMORGAN CHASE & CO. | 27,895 | $8.1B | 1.84% | |
| 7 | BILSPDR SERIES TRUST | 82,818 | $7.6B | 1.73% | |
| 8 | IVVISHARES TR | 11,151 | $6.9B | 1.57% | |
| 9 | AVGOBROADCOM INC | 24,836 | $6.8B | 1.56% | |
| 10 | DUKDUKE ENERGY CORP NEW | 55,747 | $6.6B | 1.50% | |
| 11 | SPYSPDR S&P 500 ETF TR | 10,504 | $6.5B | 1.48% | |
| 12 | EVLNMORGAN STANLEY ETF TRUST | 117,786 | $5.9B | 1.34% | |
| 13 | FBNCFIRST BANCORP N C | 122,238 | $5.4B | 1.23% | |
| 14 | JPSTJ P MORGAN EXCHANGE TRADED F | 101,999 | $5.2B | 1.18% | |
| 15 | NDQINVESCO QQQ TR | 8,891 | $4.9B | 1.12% | |
| 16 | SPMDSPDR SERIES TRUST | 86,906 | $4.7B | 1.07% | |
| 17 | GOOGLALPHABET INC | 26,797 | $4.7B | 1.07% | |
| 18 | DGRSWISDOMTREE TR | 97,684 | $4.5B | 1.03% | |
| 19 | DONSPDR DOW JONES INDL AVERAGE | 10,122 | $4.5B | 1.01% | |
| 20 | DGRWWISDOMTREE TR | 52,048 | $4.4B | 0.99% | |
| 21 | IWFISHARES TR | 9,851 | $4.2B | 0.95% | |
| 22 | MOALTRIA GROUP INC | 69,011 | $4.0B | 0.92% | |
| 23 | 4I1PHILIP MORRIS INTL INC | 21,671 | $3.9B | 0.90% | |
| 24 | SPSMSPDR SERIES TRUST | 91,600 | $3.9B | 0.89% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,397 | $3.6B | 0.82% | |
| 26 | ABBVABBVIE INC | 18,325 | $3.4B | 0.77% | |
| 27 | PGRPROGRESSIVE CORP | 12,540 | $3.3B | 0.76% | |
| 28 | XLESELECT SECTOR SPDR TR | 37,992 | $3.2B | 0.73% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 23,888 | $3.2B | 0.72% | |
| 30 | CVXCHEVRON CORP NEW | 21,600 | $3.1B | 0.70% | |
| 31 | TBILRBB FD INC | 61,128 | $3.1B | 0.69% | |
| 32 | METAMETA PLATFORMS INC | 3,992 | $2.9B | 0.67% | |
| 33 | XOMEXXON MOBIL CORP | 26,934 | $2.9B | 0.66% | |
| 34 | JNJJOHNSON & JOHNSON | 18,725 | $2.9B | 0.65% | |
| 35 | WMTWALMART INC | 28,727 | $2.8B | 0.64% | |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 15,190 | $2.8B | 0.63% | |
| 37 | DONWISDOMTREE TR | 53,561 | $2.7B | 0.61% | |
| 38 | LOWLOWES COS INC | 11,964 | $2.7B | 0.60% | |
| 39 | SPTMSPDR SERIES TRUST | 34,856 | $2.6B | 0.59% | |
| 40 | VOOVANGUARD INDEX FDS | 4,528 | $2.6B | 0.58% | |
| 41 | IWDISHARES TR | 12,758 | $2.5B | 0.56% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 8,362 | $2.5B | 0.56% | |
| 43 | MCDMCDONALDS CORP | 8,405 | $2.5B | 0.56% | |
| 44 | HONHONEYWELL INTL INC | 10,473 | $2.4B | 0.55% | |
| 45 | TAT&T INC | 82,738 | $2.4B | 0.54% | |
| 46 | XLFSELECT SECTOR SPDR TR | 43,057 | $2.3B | 0.51% | |
| 47 | ETNEATON CORP PLC | 6,164 | $2.2B | 0.50% | |
| 48 | XBILRBB FD INC | 42,675 | $2.1B | 0.49% | |
| 49 | HDHOME DEPOT INC | 5,744 | $2.1B | 0.48% | |
| 50 | CRWDCROWDSTRIKE HLDGS INC | 4,060 | $2.1B | 0.47% | |
| 51 | VUGVANGUARD INDEX FDS | 4,697 | $2.1B | 0.47% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 9,657 | $2.0B | 0.45% | |
| 53 | PGPROCTER AND GAMBLE CO | 12,245 | $2.0B | 0.44% | |
| 54 | CSCOCISCO SYS INC | 26,877 | $1.9B | 0.42% | |
| 55 | SPYVSPDR SERIES TRUST | 35,498 | $1.9B | 0.42% | |
| 56 | DLNWISDOMTREE TR | 21,852 | $1.8B | 0.41% | |
| 57 | SCHDSCHWAB STRATEGIC TR | 66,987 | $1.8B | 0.40% | |
| 58 | DIVOAMPLIFY ETF TR | 41,095 | $1.7B | 0.40% | |
| 59 | QDPLPACER FDS TR | 42,401 | $1.7B | 0.38% | |
| 60 | GOFGUGGENHEIM STRATEGIC OPPORTU | 112,171 | $1.7B | 0.38% | |
| 61 | VTIVANGUARD INDEX FDS | 5,352 | $1.6B | 0.37% | |
| 62 | USFRWISDOMTREE TR | 32,222 | $1.6B | 0.37% | |
| 63 | RTXRTX CORPORATION | 11,071 | $1.6B | 0.37% | |
| 64 | UANCVR PARTNERS LP | 17,886 | $1.6B | 0.36% | |
| 65 | XLKSELECT SECTOR SPDR TR | 6,250 | $1.6B | 0.36% | |
| 66 | GSGOLDMAN SACHS GROUP INC | 2,189 | $1.5B | 0.35% | |
| 67 | GOOGALPHABET INC | 8,596 | $1.5B | 0.35% | |
| 68 | GCOWPACER FDS TR | 39,175 | $1.5B | 0.34% | |
| 69 | BACBANK AMERICA CORP | 31,313 | $1.5B | 0.34% | |
| 70 | NFLXNETFLIX INC | 1,097 | $1.5B | 0.33% | |
| 71 | LLYELI LILLY & CO | 1,879 | $1.5B | 0.33% | |
| 72 | KOCOCA COLA CO | 20,108 | $1.4B | 0.32% | |
| 73 | AGNCAGNC INVT CORP | 154,444 | $1.4B | 0.32% | |
| 74 | VVISA INC | 3,919 | $1.4B | 0.32% | |
| 75 | VEAVANGUARD TAX-MANAGED FDS | 24,364 | $1.4B | 0.32% | |
| 76 | COSTCOSTCO WHSL CORP NEW | 1,401 | $1.4B | 0.32% | |
| 77 | ORCLORACLE CORP | 6,294 | $1.4B | 0.31% | |
| 78 | AMDADVANCED MICRO DEVICES INC | 9,684 | $1.4B | 0.31% | |
| 79 | VTVVANGUARD INDEX FDS | 7,667 | $1.4B | 0.31% | |
| 80 | VBVANGUARD INDEX FDS | 5,692 | $1.3B | 0.31% | |
| 81 | NEENEXTERA ENERGY INC | 19,342 | $1.3B | 0.31% | |
| 82 | XLISELECT SECTOR SPDR TR | 8,948 | $1.3B | 0.30% | |
| 83 | MRKMERCK & CO INC | 16,564 | $1.3B | 0.30% | |
| 84 | BACVERIZON COMMUNICATIONS INC | 30,090 | $1.3B | 0.30% | |
| 85 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,744 | $1.3B | 0.30% | |
| 86 | RYROYAL BK CDA | 9,883 | $1.3B | 0.30% | |
| 87 | ROLROLLINS INC | 22,884 | $1.3B | 0.29% | |
| 88 | CATCATERPILLAR INC | 3,248 | $1.3B | 0.29% | |
| 89 | PEPPEPSICO INC | 9,480 | $1.3B | 0.28% | |
| 90 | TSLATESLA INC | 3,709 | $1.2B | 0.27% | |
| 91 | SMHVANECK ETF TRUST | 4,211 | $1.2B | 0.27% | |
| 92 | CGSDCAPITAL GRP FIXED INCM ETF T | 44,934 | $1.2B | 0.27% | |
| 93 | TFCTRUIST FINL CORP | 26,960 | $1.2B | 0.26% | |
| 94 | SBUXSTARBUCKS CORP | 12,557 | $1.2B | 0.26% | |
| 95 | WMWASTE MGMT INC DEL | 4,809 | $1.1B | 0.25% | |
| 96 | ORCORCHID IS CAP INC | 152,821 | $1.1B | 0.24% | |
| 97 | FCXFREEPORT-MCMORAN INC | 24,264 | $1.1B | 0.24% | |
| 98 | AEPAMERICAN ELEC PWR CO INC | 10,124 | $1.1B | 0.24% | |
| 99 | CLMTCALUMET INC | 66,305 | $1.0B | 0.24% | |
| 100 | MARMARRIOTT INTL INC NEW | 3,814 | $1.0B | 0.24% |
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