MondegarAI
Founders Financial Alliance, LLC

Q3 2024 · 13F-HR

Founders Financial Alliance, LLCholdings as filed

Filed 2024-11-01 · accession 0001398344-24-019768

$359.2M
Reported value
588
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 588

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$29.8M8.29%127,841CommonNONE
67066G104NVDANVIDIA CORPORATION$17.6M4.89%144,589CommonNONE
594918104MSFTMICROSOFT CORP$13.4M3.73%31,129CommonNONE
69344A107PULSPGIM ETF TR$7.8M2.18%157,307CommonNONE
78468R663BILSPDR SER TR$7.5M2.09%81,620CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$7.3M2.02%82,649CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$6.5M1.82%56,597CommonNONE
023135106AMZNAMAZON COM INC$6.3M1.76%33,904CommonNONE
318910106FBNCFIRST BANCORP N C$5.4M1.51%130,378CommonNONE
97717X651DGRSWISDOMTREE TR$5.0M1.41%97,992CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M1.39%8,682CommonNONE
78464A847SPMDSPDR SER TR$4.7M1.32%86,626CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$4.7M1.30%22,104CommonNONE
11135F101AVGOBROADCOM INC$4.4M1.22%25,315CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.3M1.19%84,107CommonNONE
97717X669DGRWWISDOMTREE TR$4.1M1.15%49,846CommonNONE
464287614IWFISHARES TR$4.1M1.15%11,014CommonNONE
00287Y109ABBVABBVIE INC$3.8M1.07%19,480CommonNONE
02079K305GOOGLALPHABET INC$3.7M1.03%22,316CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.5M0.98%8,344CommonNONE
02209S103MOALTRIA GROUP INC$3.4M0.94%66,118CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.3M0.91%25,554CommonNONE
548661107LOWLOWES COS INC$3.2M0.89%11,784CommonNONE
78468R853SPSMSPDR SER TR$3.2M0.88%69,758CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M0.84%18,524CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M0.81%24,778CommonNONE
464287598IWDISHARES TR$2.7M0.75%14,176CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M0.74%5,771CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.6M0.72%21,310CommonNONE
166764100CVXCHEVRON CORP NEW$2.5M0.69%16,912CommonNONE
97717W505DONWISDOMTREE TR$2.4M0.67%47,345CommonNONE
464287200IVVISHARES TR$2.2M0.62%3,856CommonNONE
032108409DIVOAMPLIFY ETF TR$2.2M0.61%53,503CommonNONE
69374H709GCOWPACER FDS TR$2.1M0.58%57,275CommonNONE
437076102HDHOME DEPOT INC$2.0M0.57%5,046CommonNONE
78464A805SPTMSPDR SER TR$2.0M0.56%28,788CommonNONE
438516106HONHONEYWELL INTL INC$1.9M0.53%9,189CommonNONE
00206R102TAT&T INC$1.9M0.53%86,261CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.53%10,909CommonNONE
65339F101NEENEXTERA ENERGY INC$1.9M0.52%22,188CommonNONE
G29183103ETNEATON CORP PLC$1.8M0.50%5,380CommonNONE
69374H436QDPLPACER FDS TR$1.8M0.49%46,674CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$1.8M0.49%112,387CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.49%7,916CommonNONE
58933Y105MRKMERCK & CO INC$1.7M0.48%15,158CommonNONE
532457108LLYELI LILLY & CO$1.7M0.47%1,886CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.44%7,941CommonNONE
97717W307DLNWISDOMTREE TR$1.6M0.43%19,772CommonNONE
97717Y527USFRWISDOMTREE TR$1.5M0.43%30,698CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.43%2,670CommonNONE
713448108PEPPEPSICO INC$1.5M0.42%8,954CommonNONE
922908736VUGVANGUARD INDEX FDS$1.5M0.42%3,946CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.42%4,975CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.5M0.42%9,138CommonNONE
191216100KOCOCA COLA CO$1.5M0.41%20,542CommonNONE
00123Q104AGNCAGNC INVT CORP$1.4M0.40%138,188CommonNONE
78464A508SPYVSPDR SER TR$1.4M0.40%27,000CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.39%2,667CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.38%2,802CommonNONE
931142103WMTWALMART INC$1.3M0.37%16,425CommonNONE
780087102RYROYAL BK CDA$1.3M0.36%10,500CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.36%15,375CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$1.3M0.35%25,378CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.35%23,796CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.35%31,478CommonNONE
02079K107GOOGALPHABET INC$1.2M0.34%7,402CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.34%5,451CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.34%10,151CommonNONE
922908744VTVVANGUARD INDEX FDS$1.2M0.34%6,984CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.34%5,116CommonNONE
87612E106TGTTARGET CORP$1.2M0.33%7,720CommonNONE
149123101CATCATERPILLAR INC$1.2M0.33%3,036CommonNONE
89832Q109TFCTRUIST FINL CORP$1.2M0.32%27,261CommonNONE
126633205UANCVR PARTNERS LP$1.2M0.32%17,263CommonNONE
46284V101IRMIRON MTN INC DEL$1.1M0.31%9,492CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.31%24,801CommonNONE
775711104ROLROLLINS INC$1.1M0.30%21,533CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$1.1M0.30%58,546CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.30%23,894CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.30%1,216CommonNONE
464287242LQDISHARES TR$1.1M0.30%9,532CommonNONE
126650100CVSCVS HEALTH CORP$1.1M0.30%17,087CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.1M0.30%4,265CommonNONE
68571X301ORCORCHID IS CAP INC$1.1M0.29%127,914CommonNONE
855244109SBUXSTARBUCKS CORP$1.0M0.28%10,361CommonNONE
691543102OXFORD LANE CAP CORP$994,1620.28%189,726CommonNONE
92936U109WPCWP CAREY INC$971,9950.27%15,602CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$964,9260.27%9,405CommonNONE
747525103QCOMQUALCOMM INC$936,3810.26%5,506CommonNONE
131428104CLMTCALUMET INC$902,5830.25%50,650CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$892,7190.25%5,140CommonNONE
78464A755XMESPDR SER TR$877,8090.24%13,776CommonNONE
25746U109DDOMINION ENERGY INC$872,6870.24%15,101CommonNONE
68389X105ORCLORACLE CORP$870,8550.24%5,111CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$834,4800.23%17,277CommonNONE
92204A876VPUVANGUARD WORLD FD$833,7190.23%4,790CommonNONE
94106L109WMWASTE MGMT INC DEL$824,1000.23%3,970CommonNONE
031162100AMGNAMGEN INC$820,1260.23%2,545CommonNONE
717081103PFEPFIZER INC$816,7030.23%28,220CommonNONE
682680103OKEONEOK INC NEW$815,9780.23%8,954CommonNONE
00724F101ADBEADOBE INC$761,6550.21%1,471CommonNONE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$750,5020.21%30,397CommonNONE
G0403H108AONAON PLC$746,0420.21%2,156CommonNONE
37954Y483QYLDGLOBAL X FDS$745,3180.21%41,315CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$733,9130.20%3,970CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$715,8140.20%5,250CommonNONE
464287457SHYISHARES TR$699,9960.19%8,418CommonNONE
254687106DISDISNEY WALT CO$695,2530.19%7,228CommonNONE
025816109AXPAMERICAN EXPRESS CO$694,6930.19%2,562CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$693,3980.19%13,130CommonNONE
539830109LMTLOCKHEED MARTIN CORP$691,0790.19%1,182CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$669,7960.19%3,739CommonNONE
92826C839VVISA INC$657,1640.18%2,390CommonNONE
369604301GEGE AEROSPACE$654,9180.18%3,473CommonNONE
055622104BPBP PLC$653,1880.18%20,809CommonNONE
46428Q109SLVISHARES SILVER TR$646,3290.18%22,750CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$640,1950.18%3,050CommonNONE
37954Y475XYLDGLOBAL X FDS$629,0740.18%15,158CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$610,3730.17%2,625CommonNONE
907818108UNPUNION PAC CORP$610,2650.17%2,476CommonNONE
92204A702VGTVANGUARD WORLD FD$605,0000.17%1,032CommonNONE
04010L103ARCCARES CAPITAL CORP$588,7480.16%28,116CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$582,9070.16%43,533CommonNONE
64828T201RITMRITHM CAPITAL CORP$577,5780.16%50,887CommonNONE
46432F842IEFAISHARES TR$575,2630.16%7,370CommonNONE
78463V107GLDSPDR GOLD TR$573,3780.16%2,359CommonNONE
464287507IJHISHARES TR$569,4720.16%9,138CommonNONE
652526203NEWTNEWTEKONE INC$568,5920.16%45,633CommonNONE
427096508HTGCHERCULES CAPITAL INC$563,6880.16%28,701CommonNONE
G54950103LINLINDE PLC$557,3080.16%1,169CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$556,5700.15%18,460CommonNONE
37960A206XRMIGLOBAL X FDS$556,5210.15%29,306CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$552,7020.15%945CommonNONE
231561101CWCURTISS WRIGHT CORP$552,1990.15%1,680CommonNONE
003057106ACPABRDN INCOME CREDIT STRATEGI$548,5720.15%82,866CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$548,4680.15%4,050CommonNONE
464287804IJRISHARES TR$538,7490.15%4,606CommonNONE
950810101WSBCWESBANCO INC$534,6660.15%17,954CommonNONE
29250N105ENBENBRIDGE INC$533,7080.15%13,142CommonNONE
674599105OXYOCCIDENTAL PETE CORP$533,3340.15%10,348CommonNONE
756109104OREALTY INCOME CORP$532,4470.15%8,396CommonNONE
882508104TXNTEXAS INSTRS INC$526,7650.15%2,550CommonNONE
464287499IWRISHARES TR$521,7890.15%5,920CommonNONE
002824100ABTABBOTT LABS$519,3260.14%4,555CommonNONE
464287622IWBISHARES TR$513,0850.14%1,632CommonNONE
92204A405VFHVANGUARD WORLD FD$509,3680.14%4,634CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$500,7370.14%36,391CommonNONE
969457100WMBWILLIAMS COS INC$494,8290.14%10,840CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$492,8500.14%2,981CommonNONE
988498101YUMYUM BRANDS INC$481,1860.13%3,444CommonNONE
452308109ITWILLINOIS TOOL WKS INC$479,0890.13%1,828CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$476,3900.13%5,919CommonNONE
78464A631XARSPDR SER TR$462,2970.13%2,938CommonNONE
277276101EGPEASTGROUP PPTYS INC$459,7640.13%2,461CommonNONE
49456B101KMIKINDER MORGAN INC DEL$454,1000.13%20,557CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$449,4870.13%3,583CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$446,7520.12%2,109CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$437,0640.12%883CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$436,9640.12%12,560CommonNONE
20825C104COPCONOCOPHILLIPS$435,7170.12%4,139CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$435,4970.12%8,417CommonNONE
909911109UBCPUNITED BANCORP INC OHIO$433,4130.12%33,009CommonNONE
92189F106GDXVANECK ETF TRUST$433,3610.12%10,883CommonNONE
231021106CMICUMMINS INC$432,9100.12%1,337CommonNONE
46434G103IEMGISHARES INC$431,3610.12%7,514CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$429,8710.12%5,432CommonNONE
780259305SHELSHELL PLC$428,5040.12%6,497CommonNONE
291011104EMREMERSON ELEC CO$428,4100.12%3,917CommonNONE
038222105AMATAPPLIED MATLS INC$427,7830.12%2,117CommonNONE
78464A854SPYMSPDR SER TR$427,4730.12%6,332CommonNONE
88160R101TSLATESLA INC$424,1010.12%1,621CommonNONE
48817R870RUNNSTRATEGIC TRUST$422,8910.12%12,650CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$420,6210.12%1,520CommonNONE
461202103INTUINTUIT$419,6110.12%676CommonNONE
78464A409SPYGSPDR SER TR$416,6160.12%5,023CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$414,2540.12%1,477CommonNONE
872540109TJXTJX COS INC NEW$409,3890.11%3,483CommonNONE
126408103CSXCSX CORP$409,0760.11%11,847CommonNONE
37960A669SDIVGLOBAL X FDS$408,6660.11%17,361CommonNONE
46429B697USMVISHARES TR$404,6750.11%4,432CommonNONE
46435G425ESGUISHARES TR$403,0190.11%3,194CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$397,8880.11%3,523CommonNONE
488401100KMPRKEMPER CORP$396,9000.11%6,480CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$395,6410.11%2,267CommonNONE
949746101WMT2WELLS FARGO CO NEW$387,5130.11%6,860CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$386,6670.11%8,500CommonNONE
125269100CFCF INDS HLDGS INC$386,2720.11%4,502CommonNONE
097023105BABOEING CO$383,2380.11%2,521CommonNONE
172967424CCITIGROUP INC$382,4610.11%6,110CommonNONE
708062104PNNTPENNANTPARK INVT CORP$379,4890.11%54,290CommonNONE
464289438IWYISHARES TR$378,1100.11%1,718CommonNONE
464287168DVYISHARES TR$376,4440.10%2,787CommonNONE
78409V104SPGIS&P GLOBAL INC$375,1010.10%726CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$374,0930.10%708CommonNONE
172908105CTASCINTAS CORP$373,0550.10%1,812CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$368,5440.10%11,084CommonNONE
704551100BTUPEABODY ENERGY CORP$368,5080.10%13,885CommonNONE
922908629VOVANGUARD INDEX FDS$365,4210.10%1,385CommonNONE
09247X101BLKCHFBLACKROCK INC$359,7400.10%379CommonNONE
302520101FNBF N B CORP$356,3340.10%25,254CommonNONE
502160104LXULSB INDS INC$355,2310.10%44,183CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$349,4880.10%5,998CommonNONE
110448107BTIBRITISH AMERN TOB PLC$343,1080.10%9,380CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$343,0010.10%970CommonNONE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$341,0980.09%8,135CommonNONE
833034101SNASNAP ON INC$338,1630.09%1,167CommonNONE
78468R556XOPSPDR SER TR$332,7460.09%2,530CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$332,6500.09%2,531CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$324,4790.09%27,876CommonNONE
57636Q104MAMASTERCARD INCORPORATED$324,3200.09%657CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$315,9860.09%5,337CommonNONE
722014107PHKPIMCO HIGH INCOME FD$312,6240.09%62,525CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$311,1970.09%2,020CommonNONE
72352L106PINSPINTEREST INC$307,3890.09%9,496CommonNONE
88339J105TTDTHE TRADE DESK INC$304,2790.08%2,775CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$299,8760.08%5,748CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$297,2910.08%6,213CommonNONE
66987V109NVSNOVARTIS AG$296,3100.08%2,576CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$296,0730.08%5,686CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$295,1860.08%477CommonNONE
670346105NUENUCOR CORP$294,3750.08%1,958CommonNONE
26884L109EQTEQT CORP$290,4310.08%7,927CommonNONE
64110L106NFLXNETFLIX INC$286,5460.08%404CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$284,2910.08%3,145CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$284,2400.08%19,336CommonNONE
464287226AGGISHARES TR$282,7360.08%2,792CommonNONE
20030N101CMCSACOMCAST CORP NEW$279,0840.08%6,681CommonNONE
009158106APDAIR PRODS & CHEMS INC$277,4530.08%932CommonNONE
194162103CLCOLGATE PALMOLIVE CO$277,2220.08%2,670CommonNONE
37960A859DJIAGLOBAL X FDS$275,1400.08%11,947CommonNONE
458140100INTCINTEL CORP$274,0550.08%11,682CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$273,4620.08%3,557CommonNONE
464287150ITOTISHARES TR$271,3510.08%2,160CommonNONE
46431W705LQDHISHARES U S ETF TR$269,0170.07%2,891CommonNONE
46432F339QUALISHARES TR$268,4130.07%1,497CommonNONE
254709108DFSEURDISCOVER FINL SVCS$267,2520.07%1,905CommonNONE
680665205OLNOLIN CORP$266,1860.07%5,548CommonNONE
036752103ELVELEVANCE HEALTH INC$265,9380.07%511CommonNONE
704326107PAYXPAYCHEX INC$262,8280.07%1,959CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$260,7990.07%4,403CommonNONE
464285204IAUISHARES GOLD TR$260,7290.07%5,246CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$260,6170.07%2,870CommonNONE
26817Q886DXDYNEX CAP INC$258,3340.07%20,245CommonNONE
760759100RSGREPUBLIC SVCS INC$256,1990.07%1,276CommonNONE
464288695MXIISHARES TR$255,8490.07%2,744CommonNONE
H1467J104CBCHUBB LIMITED$253,6870.07%880CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$252,5770.07%8,677CommonNONE
464287721IYWISHARES TR$249,0630.07%1,643CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$247,0550.07%3,714CommonNONE
37733W204GSKGSK PLC$246,8600.07%6,039CommonNONE
911363109URIUNITED RENTALS INC$246,1580.07%304CommonNONE
17259U204CIONCION INVT CORP$246,1340.07%20,683CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$243,1300.07%427CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$241,1140.07%1,834CommonNONE
G5960L103MDTMEDTRONIC PLC$239,4880.07%2,660CommonNONE
670100205NVONOVO-NORDISK A S$237,5000.07%1,995CommonNONE
369550108GDGENERAL DYNAMICS CORP$235,4120.07%779CommonNONE
45784P101PODDINSULET CORP$235,3110.07%1,011CommonNONE
636180101NFGNATIONAL FUEL GAS CO$232,2580.06%3,832CommonNONE
74348A467NOBLPROSHARES TR$231,3380.06%2,167CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$226,9920.06%2,996CommonNONE
46434V621DGROISHARES TR$226,8570.06%3,619CommonNONE
88579Y101MMM3M CO$226,3660.06%1,656CommonNONE
26923G822PFFAETFIS SER TR I$225,9180.06%9,896CommonNONE
235851102DHRDANAHER CORPORATION$225,8460.06%812CommonNONE
138103106UTE0CANTALOUPE INC$222,0000.06%30,000CommonNONE
105368203BDNBRANDYWINE RLTY TR$221,6320.06%40,741CommonNONE
697435105PANWPALO ALTO NETWORKS INC$221,1450.06%647CommonNONE
831865209AOSSMITH A O CORP$220,6250.06%2,456CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$219,3910.06%8,973CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$218,6520.06%12,602CommonNONE
316773100FITBFIFTH THIRD BANCORP$218,5780.06%5,102CommonNONE
36828A101GEVGE VERNOVA INC$217,5060.06%853CommonNONE
46434V613IUSBISHARES TR$215,5810.06%4,575CommonNONE
464287309IVWISHARES TR$214,4800.06%2,240CommonNONE
244199105DEDEERE & CO$211,4190.06%507CommonNONE
464287408IVEISHARES TR$210,7730.06%1,069CommonNONE
98978V103ZTSZOETIS INC$210,1250.06%1,075CommonNONE
654106103NKENIKE INC$207,0540.06%2,342CommonNONE
494368103KMBKIMBERLY-CLARK CORP$207,0350.06%1,455CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$206,1860.06%112CommonNONE
78464A649SPABSPDR SER TR$204,2950.06%7,815CommonNONE
260557103DOWDOW INC$203,5350.06%3,726CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$202,8830.06%2,298CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$202,3330.06%10,229CommonNONE
370334104GISGENERAL MLS INC$200,8740.06%2,720CommonNONE
842587107SOSOUTHERN CO$197,9450.06%2,195CommonNONE
37950E291DIVGLOBAL X FDS$194,9780.05%10,432CommonNONE
464288885EFGISHARES TR$190,9480.05%1,774CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$189,5940.05%15,839CommonNONE
464288802SUSAISHARES TR$187,7770.05%1,560CommonNONE
78464A284HYMBSPDR SER TR$182,4190.05%6,944CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$182,0210.05%5,417CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$181,4050.05%2,866CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$174,9680.05%12,753CommonNONE
464287465EFAISHARES TR$173,5840.05%2,076CommonNONE
464287523SOXXISHARES TR$167,8240.05%728CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$166,6090.05%2,092CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$164,1220.05%3,950CommonNONE
464287770IYGISHARES TR$160,6790.04%2,262CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$155,7090.04%2,803CommonNONE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$154,9740.04%2,844CommonNONE
464287101OEFISHARES TR$154,4310.04%558CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$154,2890.04%2,075CommonNONE
464288687PFFISHARES TR$150,7830.04%4,538CommonNONE
345370860FFORD MTR CO$141,1820.04%13,370CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$140,8020.04%1,364CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$136,8530.04%683CommonNONE
464289875AOMISHARES TR$135,1220.04%2,995CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$134,4020.04%3,256CommonNONE
37954Y459RYLDGLOBAL X FDS$131,5970.04%8,144CommonNONE
921937793BLVVANGUARD BD INDEX FDS$131,3210.04%1,747CommonNONE
922908637VVVANGUARD INDEX FDS$128,8560.04%489CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$128,1150.04%1,586CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$124,9730.03%21,363CommonNONE
486606106KYNKAYNE ANDERSON ENERGY INFRST$123,8650.03%11,261CommonNONE
46434V738IEURISHARES TR$121,8600.03%2,000CommonNONE
78464A763SDYSPDR SER TR$117,5510.03%828CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$116,9180.03%1,253CommonNONE
92204A884VOXVANGUARD WORLD FD$112,0960.03%771CommonNONE
464288877EFVISHARES TR$110,4430.03%1,920CommonNONE
46432F396MTUMISHARES TR$108,6310.03%536CommonNONE
921937827BSVVANGUARD BD INDEX FDS$108,5940.03%1,380CommonNONE
46434V803HEFAISHARES TR$108,1720.03%3,054CommonNONE
46434V860TFLOISHARES TR$107,2680.03%2,120CommonNONE
69181V107OXSQOXFORD SQUARE CAP CORP$107,1590.03%37,865CommonNONE
922908611VBRVANGUARD INDEX FDS$106,9830.03%533CommonNONE
92189H409HYDVANECK ETF TRUST$106,6180.03%2,009CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$103,9510.03%6,803CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$101,8370.03%2,711CommonNONE
464288588MBBISHARES TR$100,9850.03%1,054CommonNONE
464288448IDVISHARES TR$100,9490.03%3,339CommonNONE
464289859AOAISHARES TR$100,9260.03%1,279CommonNONE
46429B747STIPISHARES TR$99,7450.03%984CommonNONE
922908769VTIVANGUARD INDEX FDS$99,6720.03%352CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$98,6210.03%1,062CommonNONE
46429B267GOVTISHARES TR$98,5760.03%4,204CommonNONE
37960A651SRETGLOBAL X FDS$97,1320.03%4,321CommonNONE
78468R606SPHYSPDR SER TR$91,5100.03%3,805CommonNONE
46434G863ESGEISHARES INC$91,3530.03%2,509CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$91,3260.03%1,022CommonNONE
46429B663HDVISHARES TR$90,8100.03%772CommonNONE
464288414MUBISHARES TR$89,9450.03%828CommonNONE
464287515IGVISHARES TR$88,9280.02%995CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$86,6920.02%1,696CommonNONE
37954Y806ALTYGLOBAL X FDS$85,5830.02%7,100CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$85,2920.02%67CommonNONE
464287754IYJISHARES TR$83,6880.02%626CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$82,0490.02%1,803CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$81,4280.02%980CommonNONE
464288646IGSBISHARES TR$80,7220.02%1,533CommonNONE
92189F643MOATVANECK ETF TRUST$80,6700.02%832CommonNONE
46435G516ESGDISHARES TR$79,9620.02%950CommonNONE
37954Y384BUGGLOBAL X FDS$79,1390.02%2,557CommonNONE
464287176TIPISHARES TR$78,3440.02%709CommonNONE
92204A207VDCVANGUARD WORLD FD$78,2080.02%358CommonNONE
464287689IWVISHARES TR$78,0510.02%239CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$77,4400.02%975CommonNONE
464287473IWSISHARES TR$75,2140.02%569CommonNONE
464287663IUSVISHARES TR$73,6240.02%771CommonNONE
922908512VOEVANGUARD INDEX FDS$73,2720.02%437CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$71,1710.02%1,508CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$70,7550.02%1,520CommonNONE
464287655IWMISHARES TR$69,8730.02%316CommonNONE
464287671IUSGISHARES TR$69,4400.02%526CommonNONE
464287606IJKISHARES TR$69,2670.02%753CommonNONE
464287564ICFISHARES TR$69,1300.02%1,049CommonNONE
78464A698KRESPDR SER TR$67,9200.02%1,200CommonNONE
464288810IHIISHARES TR$67,5110.02%1,140CommonNONE
464287705IJJISHARES TR$67,2240.02%544CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$64,9270.02%1,182CommonNONE
464288240ACWXISHARES TR$64,8640.02%1,134CommonNONE
46429B655FLOTISHARES TR$61,3390.02%1,202CommonNONE
37954Y467EBIZGLOBAL X FDS$61,0840.02%2,224CommonNONE
464288513HYGISHARES TR$60,3760.02%752CommonNONE
464287234EEMISHARES TR$59,7200.02%1,302CommonNONE
92204A306VDEVANGUARD WORLD FD$59,1280.02%483CommonNONE
92189H201ITMVANECK ETF TRUST$58,7810.02%1,252CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$58,2840.02%339CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$57,8150.02%1,180CommonNONE
464288356CMFISHARES TR$57,6450.02%992CommonNONE
46138E867PIEINVESCO EXCH TRADED FD TR II$56,4610.02%2,738CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$55,8790.02%500CommonNONE
92189H607OIHVANECK ETF TRUST$52,0140.01%183CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$51,6040.01%2,522CommonNONE
464287432TLTISHARES TR$50,9930.01%520CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$50,2960.01%492CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$49,8110.01%650CommonNONE
78468R721TFISPDR SER TR$49,3590.01%1,054CommonNONE
922908553VNQVANGUARD INDEX FDS$49,1300.01%504CommonNONE
464289511IGLBISHARES TR$48,7040.01%909CommonNONE
464288760ITAISHARES TR$48,0440.01%321CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$47,5750.01%696CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$47,3120.01%751CommonNONE
808513105SCHWSCHWAB CHARLES CORP$46,8050.01%722CommonNONE
46434V290SMLFISHARES TR$46,0860.01%695CommonNONE
46138E172PSCCINVESCO EXCH TRADED FD TR II$45,2760.01%1,200CommonNONE
69374H857CALFPACER FDS TR$45,1240.01%970CommonNONE
921937819BIVVANGUARD BD INDEX FDS$45,0620.01%575CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$44,9790.01%756CommonNONE
33738R878FVCFIRST TR EXCHANGE-TRADED FD$44,7030.01%1,248CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$44,1410.01%527CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$44,0970.01%531CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$43,3710.01%450CommonNONE
37954Y673PAVEGLOBAL X FDS$42,8470.01%1,041CommonNONE
46435G102ICVTISHARES TR$42,2060.01%504CommonNONE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$42,1090.01%2,532CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$41,5630.01%1,750CommonNONE
464287887IJTISHARES TR$41,0100.01%294CommonNONE
92189F676SMHVANECK ETF TRUST$40,7440.01%166CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$39,9350.01%659CommonNONE
92189F791GDXJVANECK ETF TRUST$38,0720.01%780CommonNONE
46435G474FALNISHARES TR$37,9750.01%1,389CommonNONE
316092816FDMOFIDELITY COVINGTON TRUST$37,1720.01%562CommonNONE
464287440IEFISHARES TR$35,1270.01%358CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$34,1950.01%477CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$32,5160.01%477CommonNONE
78464A300SLYVSPDR SER TR$31,8630.01%367CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$31,7440.01%1,476CommonNONE
921937835BNDVANGUARD BD INDEX FDS$31,6390.01%421CommonNONE
69374H105PTLCPACER FDS TR$31,4870.01%599CommonNONE
46138E156PSCFINVESCO EXCH TRADED FD TR II$31,3340.01%566CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$31,1020.01%2,518CommonNONE
464288828IHFISHARES TR$30,3480.01%531CommonNONE
464287481IWPISHARES TR$30,0690.01%256CommonNONE
464288794IAIISHARES TR$29,8260.01%232CommonNONE
97717W281DGSWISDOMTREE TR$29,8040.01%555CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$28,6610.01%697CommonNONE
464287333IXGISHARES TR$28,3740.01%300CommonNONE
464288620USIGISHARES TR$28,2350.01%537CommonNONE
92204A603VISVANGUARD WORLD FD$27,4810.01%106CommonNONE
37954Y434GNOMEURGLOBAL X FDS$27,4780.01%2,442CommonNONE
464288752ITBISHARES TR$27,2220.01%214CommonNONE
33738R886IFVFIRST TR EXCHANGE-TRADED FD$25,8810.01%1,230CommonNONE
37954Y442CLOUGLOBAL X FDS$25,6770.01%1,249CommonNONE
46431W507NEARISHARES U S ETF TR$25,2100.01%492CommonNONE
464288778IATISHARES TR$25,0250.01%526CommonNONE
78464A888XHBSPDR SER TR$25,0180.01%201CommonNONE
921910816MGKVANGUARD WORLD FD$23,8240.01%74CommonNONE
46432F834IXUSISHARES TR$23,5320.01%324CommonNONE
69374H303PTNQPACER FDS TR$23,3530.01%318CommonNONE
464287291IXNISHARES TR$23,2740.01%282CommonNONE
46429B689EFAVISHARES TR$23,2400.01%303CommonNONE
464287796IYEISHARES TR$23,1700.01%500CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$23,1290.01%483CommonNONE
464288786IAKISHARES TR$22,6620.01%176CommonNONE
464287879IJSISHARES TR$22,6090.01%210CommonNONE
464288844IEZISHARES TR$21,6930.01%1,080CommonNONE
464288281EMBISHARES TR$21,3550.01%228CommonNONE
464287762IYHISHARES TR$21,1250.01%325CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$20,1270.01%335CommonNONE
46434G764EMXCISHARES INC$19,9830.01%327CommonNONE
46435G433SMMVISHARES TR$19,7470.01%484CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$19,0760.01%400CommonNONE
922908595VBKVANGUARD INDEX FDS$18,9970.01%71CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$18,5460.01%390CommonNONE
46431W853COMTISHARES U S ETF TR$17,8780.00%690CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$17,8740.00%455CommonNONE
97717W604DESWISDOMTREE TR$17,4170.00%505CommonNONE
97717W406AIVLWISDOMTREE TR$16,9180.00%152CommonNONE
78464A607RWRSPDR SER TR$16,5430.00%155CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$16,1340.00%670CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$15,8120.00%655CommonNONE
032108631AMPLIFY ETF TR$15,1870.00%4,588CommonNONE
46434V407SHYGISHARES TR$14,9900.00%345CommonNONE
922908652VXFVANGUARD INDEX FDS$14,9240.00%82CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$14,7330.00%146CommonNONE
74348A541HYHGPROSHARES TR$14,3210.00%221CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$14,2830.00%242CommonNONE
37954Y699EFASGLOBAL X FDS$13,9800.00%906CommonNONE
464287580IYCISHARES TR$13,8300.00%157CommonNONE
921910840MGVVANGUARD WORLD FD$13,4690.00%105CommonNONE
922908538VOTVANGUARD INDEX FDS$13,3900.00%55CommonNONE
97717Y477QGRWWISDOMTREE TR$13,0490.00%286CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$13,0170.00%438CommonNONE
46434V639HEZUISHARES TR$13,0130.00%354CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$12,9350.00%826CommonNONE
97717W869DFEWISDOMTREE TR$12,6700.00%200CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$12,6130.00%142CommonNONE
46432F388VLUEISHARES TR$12,5400.00%115CommonNONE
97717X701HEDJWISDOMTREE TR$12,3480.00%275CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$12,3200.00%500CommonNONE
464288638IGIBISHARES TR$11,8190.00%220CommonNONE
97717X560WTPIWISDOMTREE TR$11,7510.00%355CommonNONE
69374H881COWZPACER FDS TR$11,5660.00%200CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$11,2610.00%184CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$11,1450.00%188CommonNONE
464287648IWOISHARES TR$11,0760.00%39CommonNONE
464288166AGZISHARES TR$10,8190.00%98CommonNONE
464287630IWNISHARES TR$10,5500.00%63CommonNONE
46434G822EWJISHARES INC$10,5160.00%147CommonNONE
37950E333SPFFGLOBAL X FDS$10,1400.00%1,040CommonNONE
97717W315DEMWISDOMTREE TR$10,0780.00%229CommonNONE
78468R861TIPXSPDR SER TR$10,0440.00%530CommonNONE
464288661IEIISHARES TR$9,6880.00%81CommonNONE
464287192IYTISHARES TR$9,4860.00%138CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$9,4180.00%192CommonNONE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$8,4150.00%174CommonNONE
46432F875IYLDISHARES TR$8,2640.00%400CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$8,1800.00%353CommonNONE

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.