MondegarAI
Founders Financial Alliance, LLC

Q2 2024 · 13F-HR

Founders Financial Alliance, LLCholdings as filed

Filed 2024-08-26 · accession 0001398344-24-015396

$337.2M
Reported value
560
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 560

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$27.1M8.02%128,432CommonNONE
67066G104NVDANVIDIA CORPORATION$17.8M5.28%143,997CommonNONE
594918104MSFTMICROSOFT CORP$13.7M4.07%30,723CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$7.7M2.29%84,543CommonNONE
69344A107PULSPGIM ETF TR$7.2M2.13%144,635CommonNONE
78468R663BILSPDR SER TR$7.2M2.13%78,314CommonNONE
023135106AMZNAMAZON COM INC$6.1M1.80%31,436CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$5.6M1.67%56,025CommonNONE
318910106FBNCFIRST BANCORP N C$5.2M1.55%163,369CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M1.48%9,161CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.7M1.38%23,013CommonNONE
97717X651DGRSWISDOMTREE TR$4.6M1.37%98,279CommonNONE
78464A847SPMDSPDR SER TR$4.5M1.35%88,669CommonNONE
464287614IWFISHARES TR$4.2M1.23%11,399CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.1M1.22%81,314CommonNONE
11135F101AVGOBROADCOM INC$4.1M1.21%2,546CommonNONE
97717X669DGRWWISDOMTREE TR$3.9M1.17%50,594CommonNONE
02079K305GOOGLALPHABET INC$3.9M1.16%21,485CommonNONE
00287Y109ABBVABBVIE INC$3.4M1.01%19,798CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.2M0.95%8,181CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.1M0.92%26,063CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M0.84%24,660CommonNONE
02209S103MOALTRIA GROUP INC$2.8M0.84%62,004CommonNONE
78468R853SPSMSPDR SER TR$2.8M0.82%66,921CommonNONE
478160104JNJJOHNSON & JOHNSON$2.7M0.81%18,712CommonNONE
166764100CVXCHEVRON CORP NEW$2.7M0.79%16,988CommonNONE
548661107LOWLOWES COS INC$2.6M0.76%11,654CommonNONE
464287598IWDISHARES TR$2.5M0.73%14,187CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.67%5,592CommonNONE
97717W505DONWISDOMTREE TR$2.2M0.65%46,976CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.2M0.65%21,668CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.1M0.62%12,744CommonNONE
58933Y105MRKMERCK & CO INC$2.1M0.62%16,881CommonNONE
464287200IVVISHARES TR$2.1M0.62%3,795CommonNONE
032108409DIVOAMPLIFY ETF TR$2.1M0.61%53,503CommonNONE
69374H709GCOWPACER FDS TR$2.0M0.58%58,400CommonNONE
438516106HONHONEYWELL INTL INC$1.9M0.57%9,037CommonNONE
532457108LLYELI LILLY & CO$1.9M0.57%2,126CommonNONE
78464A805SPTMSPDR SER TR$1.9M0.56%28,304CommonNONE
437076102HDHOME DEPOT INC$1.8M0.53%5,238CommonNONE
00206R102TAT&T INC$1.7M0.52%91,152CommonNONE
69374H436QDPLPACER FDS TR$1.7M0.49%45,025CommonNONE
G29183103ETNEATON CORP PLC$1.6M0.49%5,239CommonNONE
97717W307DLNWISDOMTREE TR$1.6M0.48%22,191CommonNONE
65339F101NEENEXTERA ENERGY INC$1.6M0.47%22,176CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$1.5M0.45%100,994CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.44%9,184CommonNONE
713448108PEPPEPSICO INC$1.5M0.44%8,961CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M0.43%3,856CommonNONE
02079K107GOOGALPHABET INC$1.4M0.43%7,827CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.4M0.42%7,840CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.42%2,980CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.41%2,736CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.40%7,848CommonNONE
922908363VOOVANGUARD INDEX FDS$1.3M0.40%2,667CommonNONE
191216100KOCOCA COLA CO$1.3M0.38%20,130CommonNONE
126633205UANCVR PARTNERS LP$1.3M0.38%16,898CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.38%4,980CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.37%25,997CommonNONE
060505104BACBANK AMERICA CORP$1.3M0.37%31,625CommonNONE
78464A508SPYVSPDR SER TR$1.3M0.37%25,768CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.36%5,392CommonNONE
87612E106TGTTARGET CORP$1.2M0.35%8,076CommonNONE
92826C839VVISA INC$1.2M0.35%4,549CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.35%15,325CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.34%5,294CommonNONE
17275R102CSCOCISCO SYS INC$1.2M0.34%24,227CommonNONE
775711104ROLROLLINS INC$1.1M0.34%23,253CommonNONE
00123Q104AGNCAGNC INVT CORP$1.1M0.33%117,124CommonNONE
780087102RYROYAL BK CDA$1.1M0.33%10,486CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.33%6,889CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.33%5,528CommonNONE
149123101CATCATERPILLAR INC$1.1M0.32%3,288CommonNONE
89832Q109TFCTRUIST FINL CORP$1.1M0.32%27,867CommonNONE
931142103WMTWALMART INC$1.1M0.32%15,851CommonNONE
46090A804GTOPOWERSHARES ACTIVELY MANAGED$1.1M0.32%23,077CommonNONE
464287242LQDISHARES TR$1.1M0.31%9,830CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.31%25,478CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.31%25,451CommonNONE
126650100CVSCVS HEALTH CORP$1.0M0.31%17,578CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.30%1,207CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.0M0.30%4,202CommonNONE
75513E101RTXRTX CORPORATION$1.0M0.30%10,119CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$980,0990.29%49,954CommonNONE
68571X301ORCORCHID IS CAP INC$900,3950.27%107,961CommonNONE
855244109SBUXSTARBUCKS CORP$878,7450.26%11,288CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$869,7450.26%5,004CommonNONE
92936U109WPCWP CAREY INC$865,7790.26%15,727CommonNONE
691543102OXFORD LANE CAP CORP$856,8910.25%158,098CommonNONE
78464A755XMESPDR SER TR$849,5670.25%14,319CommonNONE
46284V101IRMIRON MTN INC DEL$848,4410.25%9,467CommonNONE
94106L109WMWASTE MGMT INC DEL$848,4090.25%3,977CommonNONE
97717Y527USFRWISDOMTREE TR$848,2270.25%16,860CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$812,2450.24%9,257CommonNONE
031162100AMGNAMGEN INC$802,3660.24%2,568CommonNONE
717081103PFEPFIZER INC$795,1560.24%28,419CommonNONE
00724F101ADBEADOBE INC$788,3110.23%1,419CommonNONE
055622104BPBP PLC$778,7350.23%21,572CommonNONE
131476103CLMTUSDCALUMET SPECIALTY PRODS PART$776,8210.23%48,400CommonNONE
682680103OKEONEOK INC NEW$732,0750.22%8,977CommonNONE
254687106DISDISNEY WALT CO$720,0550.21%7,252CommonNONE
25746U109DDOMINION ENERGY INC$717,4620.21%14,642CommonNONE
68389X105ORCLORACLE CORP$712,7280.21%5,048CommonNONE
92204A876VPUVANGUARD WORLD FD$708,0970.21%4,787CommonNONE
37954Y483QYLDGLOBAL X FDS$694,9110.21%39,327CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$691,4480.21%5,053CommonNONE
464287457SHYISHARES TR$686,9180.20%8,413CommonNONE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$669,8660.20%28,762CommonNONE
674599105OXYOCCIDENTAL PETE CORP$664,8260.20%10,548CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$641,2630.19%3,050CommonNONE
G0403H108AONAON PLC$633,0280.19%2,156CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$630,3530.19%12,755CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$617,2760.18%3,970CommonNONE
46428Q109SLVISHARES SILVER TR$607,1250.18%22,850CommonNONE
92204A702VGTVANGUARD WORLD FD$594,2300.18%1,031CommonNONE
369604301GEGE AEROSPACE$587,1820.17%3,694CommonNONE
04010L103ARCCARES CAPITAL CORP$584,8870.17%28,066CommonNONE
025816109AXPAMERICAN EXPRESS CO$579,1480.17%2,501CommonNONE
427096508HTGCHERCULES CAPITAL INC$573,1630.17%28,028CommonNONE
652526203NEWTNEWTEKONE INC$567,5630.17%45,152CommonNONE
37954Y475XYLDGLOBAL X FDS$563,4350.17%13,936CommonNONE
907818108UNPUNION PAC CORP$559,0040.17%2,471CommonNONE
64828T201RITMRITHM CAPITAL CORP$555,7910.16%50,942CommonNONE
464287507IJHISHARES TR$542,0440.16%9,263CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$536,1020.16%18,210CommonNONE
46432F842IEFAISHARES TR$535,3880.16%7,370CommonNONE
464287622IWBISHARES TR$530,8110.16%1,784CommonNONE
G54950103LINLINDE PLC$515,6180.15%1,175CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$507,3260.15%2,610CommonNONE
78463V107GLDSPDR GOLD TR$507,2090.15%2,359CommonNONE
038222105AMATAPPLIED MATLS INC$507,0730.15%2,149CommonNONE
539830109LMTLOCKHEED MARTIN CORP$505,9020.15%1,083CommonNONE
464287804IJRISHARES TR$504,4450.15%4,729CommonNONE
882508104TXNTEXAS INSTRS INC$503,6800.15%2,589CommonNONE
950810101WSBCWESBANCO INC$501,0210.15%17,951CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$489,7590.15%2,950CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$489,6730.15%39,300CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$486,3980.14%32,362CommonNONE
780259305SHELSHELL PLC$482,7250.14%6,688CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$473,3180.14%3,884CommonNONE
002824100ABTABBOTT LABS$473,2780.14%4,555CommonNONE
20825C104COPCONOCOPHILLIPS$471,9080.14%4,126CommonNONE
909911109UBCPUNITED BANCORP INC OHIO$470,8580.14%37,518CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$468,5310.14%2,852CommonNONE
46435G425ESGUISHARES TR$467,9080.14%3,921CommonNONE
37960A206XRMIGLOBAL X FDS$465,4810.14%24,707CommonNONE
92204A405VFHVANGUARD WORLD FD$462,8560.14%4,634CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$461,9480.14%907CommonNONE
969457100WMBWILLIAMS COS INC$460,4320.14%10,834CommonNONE
988498101YUMYUM BRANDS INC$456,2080.14%3,444CommonNONE
231561101CWCURTISS WRIGHT CORP$455,2460.13%1,680CommonNONE
464287499IWRISHARES TR$452,5010.13%5,581CommonNONE
461202103INTUINTUIT$444,0760.13%676CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$441,6230.13%3,582CommonNONE
78409V104SPGIS&P GLOBAL INC$441,3510.13%990CommonNONE
949746101WMT2WELLS FARGO CO NEW$436,5360.13%7,350CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$435,7040.13%2,126CommonNONE
452308109ITWILLINOIS TOOL WKS INC$433,1850.13%1,828CommonNONE
097023105BABOEING CO$431,6410.13%2,372CommonNONE
291011104EMREMERSON ELEC CO$430,6440.13%3,909CommonNONE
49456B101KMIKINDER MORGAN INC DEL$430,2380.13%21,653CommonNONE
756109104OREALTY INCOME CORP$429,6810.13%8,135CommonNONE
29250N105ENBENBRIDGE INC$424,8920.13%11,939CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$419,0100.12%6,643CommonNONE
277276101EGPEASTGROUP PPTYS INC$418,6160.12%2,461CommonNONE
92189F106GDXVANECK ETF TRUST$414,4210.12%12,214CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$413,1000.12%12,560CommonNONE
46434G103IEMGISHARES INC$410,7690.12%7,674CommonNONE
78464A854SPYMSPDR SER TR$405,2320.12%6,332CommonNONE
72352L106PINSPINTEREST INC$402,3180.12%9,129CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$398,6560.12%881CommonNONE
126408103CSXCSX CORP$395,8190.12%11,833CommonNONE
78464A409SPYGSPDR SER TR$388,0530.12%4,843CommonNONE
172967424CCITIGROUP INC$385,8270.11%6,080CommonNONE
488401100KMPRKEMPER CORP$384,4580.11%6,480CommonNONE
872540109TJXTJX COS INC NEW$383,0880.11%3,479CommonNONE
48817R870RUNNSTRATEGIC TRUST$381,5780.11%12,500CommonNONE
231021106CMICUMMINS INC$381,3350.11%1,377CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$376,7850.11%3,523CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$375,5150.11%2,189CommonNONE
458140100INTCINTEL CORP$375,3110.11%12,118CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$374,3770.11%977CommonNONE
125269100CFCF INDS HLDGS INC$374,1230.11%5,048CommonNONE
09247X101BLKCHFBLACKROCK INC$373,1640.11%474CommonNONE
464289438IWYISHARES TR$368,5080.11%1,718CommonNONE
78468R556XOPSPDR SER TR$368,0390.11%2,530CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$365,8390.11%1,533CommonNONE
502160104LXULSB INDS INC$365,0990.11%44,633CommonNONE
708062104PNNTPENNANTPARK INVT CORP$356,8070.11%47,259CommonNONE
922908629VOVANGUARD INDEX FDS$355,1760.11%1,467CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$348,4480.10%8,390CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$348,3780.10%8,549CommonNONE
46429B697USMVISHARES TR$347,8950.10%4,144CommonNONE
302520101FNBF N B CORP$345,4750.10%25,254CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$342,8560.10%5,987CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$340,3470.10%29,239CommonNONE
464287168DVYISHARES TR$335,4690.10%2,773CommonNONE
37960A669SDIVGLOBAL X FDS$333,0370.10%15,124CommonNONE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$332,0310.10%8,128CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$331,6590.10%10,559CommonNONE
20030N101CMCSACOMCAST CORP NEW$322,9450.10%8,247CommonNONE
88160R101TSLATESLA INC$322,5420.10%1,630CommonNONE
670346105NUENUCOR CORP$317,4710.09%2,008CommonNONE
172908105CTASCINTAS CORP$317,2180.09%453CommonNONE
78464A631XARSPDR SER TR$314,1170.09%2,244CommonNONE
704551100BTUPEABODY ENERGY CORP$307,1360.09%13,885CommonNONE
833034101SNASNAP ON INC$305,1080.09%1,167CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$302,2720.09%693CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$298,9630.09%4,062CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$296,5060.09%5,936CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$293,9790.09%5,369CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$293,4610.09%5,811CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$292,3050.09%2,006CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$292,2870.09%963CommonNONE
26884L109EQTEQT CORP$290,2790.09%7,850CommonNONE
57636Q104MAMASTERCARD INCORPORATED$288,2290.09%653CommonNONE
670100205NVONOVO-NORDISK A S$284,5580.08%1,994CommonNONE
33738E109FIRST TR HIGH INCOME LONG /$282,1500.08%22,865CommonNONE
88339J105TTDTHE TRADE DESK INC$280,8020.08%2,875CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$277,7770.08%2,453CommonNONE
036752103ELVELEVANCE HEALTH INC$276,9060.08%511CommonNONE
66987V109NVSNOVARTIS AG$274,2580.08%2,576CommonNONE
464287226AGGISHARES TR$273,3240.08%2,816CommonNONE
46431W705LQDHISHARES U S ETF TR$273,0270.08%2,938CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$269,3170.08%3,144CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$266,0330.08%6,079CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$263,8370.08%477CommonNONE
464285204IAUISHARES GOLD TR$262,9660.08%5,986CommonNONE
680665205OLNOLIN CORP$261,5820.08%5,548CommonNONE
194162103CLCOLGATE PALMOLIVE CO$258,9950.08%2,669CommonNONE
464287150ITOTISHARES TR$257,7820.08%2,170CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$256,1670.08%19,436CommonNONE
64110L106NFLXNETFLIX INC$254,4310.08%377CommonNONE
722014107PHKPIMCO HIGH INCOME FD$251,0780.07%52,091CommonNONE
464287721IYWISHARES TR$251,0540.07%1,668CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$250,2710.07%8,636CommonNONE
254709108DFSEURDISCOVER FINL SVCS$249,1930.07%1,905CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$248,3970.07%4,403CommonNONE
760759100RSGREPUBLIC SVCS INC$247,6490.07%1,274CommonNONE
H1467J104CBCHUBB LIMITED$246,9770.07%968CommonNONE
009158106APDAIR PRODS & CHEMS INC$245,2330.07%950CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$244,7650.07%3,257CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$241,0940.07%2,869CommonNONE
37960A859DJIAGLOBAL X FDS$239,0510.07%10,817CommonNONE
704326107PAYXPAYCHEX INC$235,2940.07%1,985CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$233,4990.07%3,714CommonNONE
464288695MXIISHARES TR$233,0040.07%2,744CommonNONE
37733W204GSKGSK PLC$232,4790.07%6,038CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$228,3710.07%427CommonNONE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$225,8300.07%8,870CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$224,5970.07%1,833CommonNONE
369550108GDGENERAL DYNAMICS CORP$221,6660.07%764CommonNONE
697435105PANWPALO ALTO NETWORKS INC$219,3390.07%647CommonNONE
494368103KMBKIMBERLY-CLARK CORP$218,7880.06%1,583CommonNONE
G5960L103MDTMEDTRONIC PLC$211,1390.06%2,682CommonNONE
74348A467NOBLPROSHARES TR$209,7730.06%2,182CommonNONE
636180101NFGNATIONAL FUEL GAS CO$207,6560.06%3,832CommonNONE
46434V621DGROISHARES TR$207,3880.06%3,600CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$207,2380.06%3,045CommonNONE
26923G822PFFAETFIS SER TR I$206,6090.06%9,824CommonNONE
45784P101PODDINSULET CORP$204,0200.06%1,011CommonNONE
260557103DOWDOW INC$202,9160.06%3,825CommonNONE
235851102DHRDANAHER CORPORATION$202,8790.06%812CommonNONE
17259U204CIONCION INVT CORP$202,6360.06%16,719CommonNONE
78464A649SPABSPDR SER TR$202,2760.06%8,062CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$201,3970.06%8,868CommonNONE
138103106UTE0CANTALOUPE INC$198,0000.06%30,000CommonNONE
46434V613IUSBISHARES TR$197,5430.06%4,369CommonNONE
842587107SOSOUTHERN CO$197,4160.06%2,545CommonNONE
26817Q886DXDYNEX CAP INC$194,3190.06%16,275CommonNONE
105368203BDNBRANDYWINE RLTY TR$182,3410.05%40,701CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$182,1090.05%10,162CommonNONE
464287523SOXXISHARES TR$179,2300.05%727CommonNONE
37950E291DIVGLOBAL X FDS$178,9680.05%10,375CommonNONE
464288885EFGISHARES TR$177,8790.05%1,739CommonNONE
464287101OEFISHARES TR$176,0250.05%666CommonNONE
744320102PRUPRUDENTIAL FINL INC$176,0070.05%1,502CommonNONE
464288802SUSAISHARES TR$175,2970.05%1,560CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$175,1520.05%2,924CommonNONE
464287309IVWISHARES TR$172,5870.05%1,865CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$170,6410.05%12,640CommonNONE
464287465EFAISHARES TR$167,0500.05%2,133CommonNONE
46432F339QUALISHARES TR$163,2460.05%956CommonNONE
345370860FFORD MTR CO DEL$163,0250.05%13,000CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$162,1310.05%1,995CommonNONE
464288687PFFISHARES TR$160,4630.05%5,086CommonNONE
337319107FIRST TR ABRDN GBL OPP INCM$156,8890.05%24,746CommonNONE
464287408IVEISHARES TR$156,3470.05%859CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$153,3410.05%2,084CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$150,6540.04%3,950CommonNONE
919794107VLYVALLEY NATL BANCORP$148,4720.04%21,271CommonNONE
78464A284HYMBSPDR SER TR$147,3990.04%5,794CommonNONE
464287770IYGISHARES TR$147,1560.04%2,257CommonNONE
464288877EFVISHARES TR$146,1110.04%2,755CommonNONE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$144,5160.04%2,831CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$144,4380.04%2,791CommonNONE
78464A763SDYSPDR SER TR$137,6340.04%1,082CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$136,0630.04%2,065CommonNONE
464289875AOMISHARES TR$134,5090.04%3,127CommonNONE
464287176TIPISHARES TR$133,8950.04%1,254CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$133,4390.04%1,364CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$131,7080.04%11,493CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$130,6540.04%1,308CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$129,1390.04%708CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$122,6480.04%3,256CommonNONE
922908637VVVANGUARD INDEX FDS$121,8740.04%488CommonNONE
46429B267GOVTISHARES TR$121,4080.04%5,379CommonNONE
46434V860TFLOISHARES TR$121,1920.04%2,392CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$113,9610.03%11,032CommonNONE
46434V738IEURISHARES TR$113,9000.03%2,000CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$112,8860.03%12,727CommonNONE
69181V107OXSQOXFORD SQUARE CAP CORP$110,6620.03%37,640CommonNONE
92189H409HYDVANECK ETF TRUST$108,9300.03%2,109CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$108,0710.03%1,586CommonNONE
46432F396MTUMISHARES TR$106,6510.03%547CommonNONE
92204A884VOXVANGUARD WORLD FD$106,5520.03%771CommonNONE
37954Y806ALTYGLOBAL X FDS$98,0200.03%8,625CommonNONE
37954Y384BUGGLOBAL X FDS$97,5250.03%3,297CommonNONE
46429B747STIPISHARES TR$97,3700.03%979CommonNONE
922908611VBRVANGUARD INDEX FDS$97,1000.03%532CommonNONE
46434V803HEFAISHARES TR$96,4960.03%2,714CommonNONE
464288414MUBISHARES TR$95,6820.03%898CommonNONE
464289859AOAISHARES TR$95,6440.03%1,279CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$95,1140.03%2,711CommonNONE
922908769VTIVANGUARD INDEX FDS$94,1640.03%352CommonNONE
464287515IGVISHARES TR$92,5530.03%1,065CommonNONE
464288448IDVISHARES TR$91,6330.03%3,312CommonNONE
46434G863ESGEISHARES INC$91,5370.03%2,730CommonNONE
78464A698KRESPDR SER TR$90,8350.03%1,850CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$89,8020.03%1,056CommonNONE
464288588MBBISHARES TR$89,3570.03%973CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$89,0790.03%20,668CommonNONE
78468R606SPHYSPDR SER TR$88,4830.03%3,809CommonNONE
921937827BSVVANGUARD BD INDEX FDS$87,8210.03%1,145CommonNONE
37954Y459RYLDGLOBAL X FDS$86,7540.03%5,412CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$85,6370.03%1,803CommonNONE
46429B663HDVISHARES TR$83,5520.02%769CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$83,0220.02%5,520CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$78,4620.02%1,695CommonNONE
464288646IGSBISHARES TR$78,3830.02%1,530CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$77,2880.02%10,388CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$76,2730.02%980CommonNONE
46435G516ESGDISHARES TR$74,8410.02%950CommonNONE
464287754IYJISHARES TR$74,6720.02%625CommonNONE
464287689IWVISHARES TR$73,4930.02%238CommonNONE
92204A207VDCVANGUARD WORLD FD$72,6240.02%358CommonNONE
92189F643MOATVANECK ETF TRUST$72,0660.02%832CommonNONE
464287473IWSISHARES TR$68,4590.02%567CommonNONE
464287663IUSVISHARES TR$67,6840.02%768CommonNONE
37960A651SRETGLOBAL X FDS$67,6460.02%3,392CommonNONE
464287671IUSGISHARES TR$67,0540.02%526CommonNONE
464287606IJKISHARES TR$66,2590.02%752CommonNONE
922908512VOEVANGUARD INDEX FDS$65,7370.02%437CommonNONE
464288240ACWXISHARES TR$64,9290.02%1,222CommonNONE
464288810IHIISHARES TR$63,8260.02%1,139CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$63,7920.02%1,495CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$62,6300.02%1,301CommonNONE
464287705IJJISHARES TR$61,6090.02%543CommonNONE
464287234EEMISHARES TR$61,4080.02%1,442CommonNONE
46429B655FLOTISHARES TR$61,3220.02%1,200CommonNONE
92189H607OIHVANECK ETF TRUST$61,1280.02%193CommonNONE
464287564ICFISHARES TR$59,5570.02%1,040CommonNONE
46138E867PIEINVESCO EXCH TRADED FD TR II$58,3010.02%2,731CommonNONE
464288513HYGISHARES TR$57,5260.02%746CommonNONE
92189H201ITMVANECK ETF TRUST$57,3920.02%1,252CommonNONE
464288356CMFISHARES TR$56,4250.02%992CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$54,7010.02%2,584CommonNONE
37954Y467EBIZGLOBAL X FDS$54,2930.02%2,287CommonNONE
808513105SCHWSCHWAB CHARLES CORP$53,1990.02%722CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$52,2030.02%339CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$52,1550.02%499CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$52,0310.02%645CommonNONE
46435G474FALNISHARES TR$51,5420.02%1,968CommonNONE
921910733ESGVVANGUARD WORLD FD$49,4690.01%512CommonNONE
78468R721TFISPDR SER TR$48,2210.01%1,054CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$46,9860.01%492CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$46,4180.01%16,402CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$45,9900.01%1,750CommonNONE
92204A306VDEVANGUARD WORLD FD$45,8960.01%360CommonNONE
33738R878FVCFIRST TR EXCHANGE-TRADED FD$45,2890.01%1,284CommonNONE
464287655IWMISHARES TR$45,0420.01%222CommonNONE
464289511IGLBISHARES TR$44,9560.01%898CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$44,6530.01%693CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$44,0380.01%751CommonNONE
46138E172PSCCINVESCO EXCH TRADED FD TR II$42,3470.01%1,200CommonNONE
464288760ITAISHARES TR$42,3300.01%321CommonNONE
69374H857CALFPACER FDS TR$42,2530.01%970CommonNONE
922908553VNQVANGUARD INDEX FDS$42,1490.01%503CommonNONE
46435G102ICVTISHARES TR$41,4470.01%527CommonNONE
92189F676SMHVANECK ETF TRUST$40,6690.01%156CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$40,6630.01%531CommonNONE
464287440IEFISHARES TR$39,8950.01%426CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$39,7400.01%450CommonNONE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$39,3570.01%2,504CommonNONE
37954Y673PAVEGLOBAL X FDS$38,5390.01%1,041CommonNONE
464287887IJTISHARES TR$37,7590.01%294CommonNONE
921937819BIVVANGUARD BD INDEX FDS$37,4430.01%500CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$37,2600.01%610CommonNONE
464287432TLTISHARES TR$35,9950.01%392CommonNONE
464287796IYEISHARES TR$35,6640.01%743CommonNONE
464287291IXNISHARES TR$34,5360.01%417CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$33,7260.01%595CommonNONE
464287333IXGISHARES TR$33,0940.01%389CommonNONE
92189F791GDXJVANECK ETF TRUST$32,8530.01%780CommonNONE
464288638IGIBISHARES TR$31,3200.01%611CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$30,9160.01%476CommonNONE
921937835BNDVANGUARD BD INDEX FDS$30,3260.01%421CommonNONE
46434V290SMLFISHARES TR$30,1020.01%492CommonNONE
921937793BLVVANGUARD BD INDEX FDS$30,0140.01%427CommonNONE
69374H105PTLCPACER FDS TR$29,8150.01%599CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$29,3390.01%1,467CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$28,7450.01%2,489CommonNONE
78464A300SLYVSPDR SER TR$28,7400.01%367CommonNONE
97717W281DGSWISDOMTREE TR$28,5490.01%555CommonNONE
464287481IWPISHARES TR$28,2500.01%256CommonNONE
464288828IHFISHARES TR$27,8560.01%531CommonNONE
46431W853COMTISHARES U S ETF TR$27,1740.01%995CommonNONE
464288794IAIISHARES TR$27,0660.01%231CommonNONE
46138E156PSCFINVESCO EXCH TRADED FD TR II$27,0040.01%566CommonNONE
464288620USIGISHARES TR$26,9630.01%537CommonNONE
464288752ITBISHARES TR$25,8790.01%256CommonNONE
37954Y434GNOMEURGLOBAL X FDS$25,7610.01%2,468CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$25,4720.01%663CommonNONE
92204A603VISVANGUARD WORLD FD$24,8110.01%105CommonNONE
46431W507NEARISHARES U S ETF TR$24,7620.01%492CommonNONE
37954Y442CLOUGLOBAL X FDS$24,5650.01%1,249CommonNONE
33738R886IFVFIRST TR EXCHANGE-TRADED FD$24,1940.01%1,230CommonNONE
464288844IEZISHARES TR$23,9850.01%1,077CommonNONE
921910816MGKVANGUARD WORLD FD$23,2520.01%74CommonNONE
69374H303PTNQPACER FDS TR$22,9580.01%318CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$22,5560.01%483CommonNONE
46432F388VLUEISHARES TR$22,2440.01%215CommonNONE
46432F834IXUSISHARES TR$22,0250.01%326CommonNONE
464288778IATISHARES TR$21,6720.01%523CommonNONE
97717W604DESWISDOMTREE TR$21,3380.01%685CommonNONE
46429B689EFAVISHARES TR$21,0150.01%303CommonNONE
464287879IJSISHARES TR$20,4270.01%210CommonNONE
78464A888XHBSPDR SER TR$20,2910.01%201CommonNONE
464287762IYHISHARES TR$19,9130.01%325CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$18,5190.01%335CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$18,1680.01%400CommonNONE
46435G433SMMVISHARES TR$18,0510.01%484CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$18,0280.01%438CommonNONE
922908595VBKVANGUARD INDEX FDS$17,7700.01%71CommonNONE
464288281EMBISHARES TR$17,0040.01%192CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$16,9560.01%455CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$16,8100.00%670CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$15,4630.00%653CommonNONE
032108631AMPLIFY ETF TR$15,2320.00%4,588CommonNONE
97717W406AIVLWISDOMTREE TR$15,1700.00%152CommonNONE
78464A607RWRSPDR SER TR$14,4310.00%155CommonNONE
46434V407SHYGISHARES TR$14,3170.00%339CommonNONE
74348A541HYHGPROSHARES TR$14,1740.00%221CommonNONE
922908652VXFVANGUARD INDEX FDS$13,8410.00%82CommonNONE
46641Q878BBHYJ P MORGAN EXCHANGE TRADED F$13,0360.00%285CommonNONE
37954Y699EFASGLOBAL X FDS$12,9190.00%906CommonNONE
46434V639HEZUISHARES TR$12,8420.00%354CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$12,8070.00%146CommonNONE
464287580IYCISHARES TR$12,7750.00%157CommonNONE
69374H204PTMCPACER FDS TR$12,7740.00%367CommonNONE
922908538VOTVANGUARD INDEX FDS$12,6260.00%55CommonNONE
921910840MGVVANGUARD WORLD FD$12,4430.00%105CommonNONE
97717X701HEDJWISDOMTREE TR$12,4320.00%275CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$12,1670.00%826CommonNONE
97717W869DFEWISDOMTREE TR$11,8060.00%198CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$11,7950.00%141CommonNONE
69374H881COWZPACER FDS TR$10,8980.00%200CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$10,6090.00%188CommonNONE
464288166AGZISHARES TR$10,5470.00%98CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$10,1730.00%184CommonNONE
46434G822EWJISHARES INC$10,0310.00%147CommonNONE
97717W315DEMWISDOMTREE TR$9,9180.00%229CommonNONE
78468R861TIPXSPDR SER TR$9,7940.00%530CommonNONE
464287630IWNISHARES TR$9,6330.00%63CommonNONE
37950E333SPFFGLOBAL X FDS$9,5820.00%1,040CommonNONE
464288661IEIISHARES TR$9,3530.00%81CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$9,3310.00%191CommonNONE
464287192IYTISHARES TR$9,0010.00%138CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$8,3730.00%7CommonNONE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$8,1880.00%174CommonNONE
26923G772AMZAETFIS SER TR I$8,0610.00%196CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$7,9770.00%59CommonNONE
46432F875IYLDISHARES TR$7,9360.00%400CommonNONE
464287572IOOISHARES TR$7,7780.00%81CommonNONE
464287341IXCISHARES TR$7,7210.00%186CommonNONE
46434V647REETISHARES TR$7,6500.00%329CommonNONE
92189H870EINCVANECK ETF TRUST$7,5550.00%95CommonNONE
46434G764EMXCISHARES INC$7,5180.00%127CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$7,3120.00%215CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$7,3090.00%107CommonNONE
464287556IBBISHARES TR$7,3050.00%53CommonNONE
37960A677SDEMGLOBAL X FDS$6,9890.00%272CommonNONE
464287549IGMISHARES TR$6,8730.00%73CommonNONE
78464A359CWBSPDR SER TR$6,8460.00%95CommonNONE
97717W794DOLWISDOMTREE TR$6,6960.00%132CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$6,6100.00%331CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$6,5370.00%100CommonNONE
46434V381XTISHARES TR$6,4120.00%109CommonNONE
78468R648KOMPSPDR SER TR$6,3580.00%138CommonNONE
46138E149PSCHINVESCO EXCH TRADED FD TR II$6,2620.00%147CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.