Founders Financial Alliance, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$530.9B
Holdings
713
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (713 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,331 | $32.7B | 6.16% | |
| 2 | NVDANVIDIA CORPORATION | 157,814 | $29.4B | 5.55% | |
| 3 | MSFTMICROSOFT CORP | 33,945 | $17.6B | 3.31% | |
| 4 | AMZNAMAZON COM INC | 45,599 | $10.0B | 1.89% | |
| 5 | IVVISHARES TR | 14,350 | $9.6B | 1.81% | |
| 6 | JPMJPMORGAN CHASE & CO. | 28,254 | $8.9B | 1.68% | |
| 7 | PULSPGIM ETF TR | 177,970 | $8.9B | 1.67% | |
| 8 | AVGOBROADCOM INC | 24,247 | $8.0B | 1.51% | |
| 9 | DGRWWISDOMTREE TR | 87,680 | $7.8B | 1.47% | |
| 10 | DUKDUKE ENERGY CORP NEW | 57,285 | $7.1B | 1.34% | |
| 11 | SPYSPDR S&P 500 ETF TR | 10,607 | $7.1B | 1.33% | |
| 12 | GOOGLALPHABET INC | 28,151 | $6.8B | 1.29% | |
| 13 | BILSPDR SERIES TRUST | 70,994 | $6.5B | 1.23% | |
| 14 | EVLNMORGAN STANLEY ETF TRUST | 129,738 | $6.4B | 1.21% | |
| 15 | FBNCFIRST BANCORP N C | 120,928 | $6.4B | 1.20% | |
| 16 | TCAFT ROWE PRICE ETF INC | 151,858 | $5.7B | 1.08% | |
| 17 | JPSTJ P MORGAN EXCHANGE TRADED F | 109,488 | $5.6B | 1.05% | |
| 18 | JGROJ P MORGAN EXCHANGE TRADED F | 58,884 | $5.5B | 1.04% | |
| 19 | NDQINVESCO QQQ TR | 9,074 | $5.4B | 1.03% | |
| 20 | CGDGCAPITAL GROUP DIVIDEND GROWE | 150,713 | $5.2B | 0.98% | |
| 21 | CGGRCAPITAL GROUP GROWTH ETF | 116,142 | $5.1B | 0.96% | |
| 22 | SPMDSPDR SERIES TRUST | 84,407 | $4.8B | 0.91% | |
| 23 | DONSPDR DOW JONES INDL AVERAGE | 10,235 | $4.7B | 0.89% | |
| 24 | MOALTRIA GROUP INC | 69,893 | $4.6B | 0.87% | |
| 25 | DGRSWISDOMTREE TR | 91,913 | $4.6B | 0.87% | |
| 26 | ABBVABBVIE INC | 18,345 | $4.2B | 0.80% | |
| 27 | IWFISHARES TR | 8,889 | $4.2B | 0.78% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,760 | $3.9B | 0.73% | |
| 29 | TBILRBB FD INC | 76,719 | $3.8B | 0.72% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 21,789 | $3.5B | 0.67% | |
| 31 | JNJJOHNSON & JOHNSON | 18,727 | $3.5B | 0.65% | |
| 32 | CVXCHEVRON CORP NEW | 21,950 | $3.4B | 0.64% | |
| 33 | VYMVANGUARD WHITEHALL FDS | 23,561 | $3.3B | 0.63% | |
| 34 | XOMEXXON MOBIL CORP | 27,911 | $3.1B | 0.59% | |
| 35 | LOWLOWES COS INC | 12,441 | $3.1B | 0.59% | |
| 36 | WMTWALMART INC | 28,944 | $3.0B | 0.56% | |
| 37 | METAMETA PLATFORMS INC | 4,059 | $3.0B | 0.56% | |
| 38 | PGRPROGRESSIVE CORP | 11,994 | $3.0B | 0.56% | |
| 39 | XLESELECT SECTOR SPDR TR | 32,809 | $2.9B | 0.55% | |
| 40 | VOOVANGUARD INDEX FDS | 4,664 | $2.9B | 0.54% | |
| 41 | DONWISDOMTREE TR | 53,826 | $2.8B | 0.53% | |
| 42 | SPTMSPDR SERIES TRUST | 34,584 | $2.8B | 0.53% | |
| 43 | FESMFIDELITY COVINGTON TRUST | 75,203 | $2.7B | 0.52% | |
| 44 | FCNCAFIRST CTZNS BANCSHARES INC D | 1,532 | $2.7B | 0.52% | |
| 45 | FMDEFIDELITY COVINGTON TRUST | 72,934 | $2.6B | 0.50% | |
| 46 | MCDMCDONALDS CORP | 8,298 | $2.5B | 0.48% | |
| 47 | ETNEATON CORP PLC | 6,508 | $2.4B | 0.46% | |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 8,576 | $2.4B | 0.46% | |
| 49 | IWDISHARES TR | 11,756 | $2.4B | 0.45% | |
| 50 | TAT&T INC | 83,743 | $2.4B | 0.45% | |
| 51 | SPYVSPDR SERIES TRUST | 41,607 | $2.3B | 0.43% | |
| 52 | HDHOME DEPOT INC | 5,665 | $2.3B | 0.43% | |
| 53 | VUGVANGUARD INDEX FDS | 4,697 | $2.3B | 0.42% | |
| 54 | HONHONEYWELL INTL INC | 10,475 | $2.2B | 0.42% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 9,610 | $2.1B | 0.39% | |
| 56 | XBILRBB FD INC | 41,242 | $2.1B | 0.39% | |
| 57 | XLFSELECT SECTOR SPDR TR | 38,284 | $2.1B | 0.39% | |
| 58 | CRWDCROWDSTRIKE HLDGS INC | 4,199 | $2.1B | 0.39% | |
| 59 | GOOGALPHABET INC | 8,451 | $2.1B | 0.39% | |
| 60 | GSGOLDMAN SACHS GROUP INC | 2,456 | $2.0B | 0.37% | |
| 61 | DIVOAMPLIFY ETF TR | 43,617 | $1.9B | 0.37% | |
| 62 | ORCLORACLE CORP | 6,847 | $1.9B | 0.36% | |
| 63 | TSLATESLA INC | 4,226 | $1.9B | 0.35% | |
| 64 | PGPROCTER AND GAMBLE CO | 12,162 | $1.9B | 0.35% | |
| 65 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,643 | $1.9B | 0.35% | |
| 66 | RTXRTX CORPORATION | 11,086 | $1.9B | 0.35% | |
| 67 | CSCOCISCO SYS INC | 26,711 | $1.8B | 0.34% | |
| 68 | USFRWISDOMTREE TR | 35,933 | $1.8B | 0.34% | |
| 69 | SCHDSCHWAB STRATEGIC TR | 66,063 | $1.8B | 0.34% | |
| 70 | VTIVANGUARD INDEX FDS | 5,463 | $1.8B | 0.34% | |
| 71 | QDPLPACER FDS TR | 42,612 | $1.8B | 0.34% | |
| 72 | DLNWISDOMTREE TR | 20,507 | $1.8B | 0.34% | |
| 73 | XLKSELECT SECTOR SPDR TR | 6,274 | $1.8B | 0.33% | |
| 74 | GOFGUGGENHEIM STRATEGIC OPPORTU | 116,503 | $1.7B | 0.33% | |
| 75 | AGNCAGNC INVT CORP | 171,802 | $1.7B | 0.32% | |
| 76 | BACBANK AMERICA CORP | 32,147 | $1.7B | 0.31% | |
| 77 | NEENEXTERA ENERGY INC | 21,837 | $1.6B | 0.31% | |
| 78 | GCOWPACER FDS TR | 39,240 | $1.6B | 0.29% | |
| 79 | AMDADVANCED MICRO DEVICES INC | 9,583 | $1.6B | 0.29% | |
| 80 | CATCATERPILLAR INC | 3,177 | $1.5B | 0.29% | |
| 81 | NFLXNETFLIX INC | 1,233 | $1.5B | 0.28% | |
| 82 | RYROYAL BK CDA | 9,889 | $1.5B | 0.27% | |
| 83 | COSTCOSTCO WHSL CORP NEW | 1,563 | $1.4B | 0.27% | |
| 84 | VEAVANGUARD TAX-MANAGED FDS | 24,147 | $1.4B | 0.27% | |
| 85 | SMHVANECK ETF TRUST | 4,426 | $1.4B | 0.27% | |
| 86 | VTVVANGUARD INDEX FDS | 7,668 | $1.4B | 0.27% | |
| 87 | VBVANGUARD INDEX FDS | 5,576 | $1.4B | 0.27% | |
| 88 | UANCVR PARTNERS LP | 15,548 | $1.4B | 0.26% | |
| 89 | PEPPEPSICO INC | 9,826 | $1.4B | 0.26% | |
| 90 | XLISELECT SECTOR SPDR TR | 8,921 | $1.4B | 0.26% | |
| 91 | VVISA INC | 3,963 | $1.4B | 0.25% | |
| 92 | MRKMERCK & CO INC | 16,072 | $1.3B | 0.25% | |
| 93 | LLYELI LILLY & CO | 1,754 | $1.3B | 0.25% | |
| 94 | ROLROLLINS INC | 22,698 | $1.3B | 0.25% | |
| 95 | MARMARRIOTT INTL INC NEW | 4,817 | $1.3B | 0.24% | |
| 96 | KOCOCA COLA CO | 18,896 | $1.3B | 0.24% | |
| 97 | BACVERIZON COMMUNICATIONS INC | 28,070 | $1.2B | 0.23% | |
| 98 | CGSDCAPITAL GRP FIXED INCM ETF T | 46,869 | $1.2B | 0.23% | |
| 99 | AEPAMERICAN ELEC PWR CO INC | 10,632 | $1.2B | 0.23% | |
| 100 | TFCTRUIST FINL CORP | 25,795 | $1.2B | 0.22% |
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