MondegarAI
Founders Financial Alliance, LLC

Q4 2024 · 13F-HR

Founders Financial Alliance, LLCholdings as filed

Filed 2025-02-07 · accession 0001398344-25-002203

$363.7M
Reported value
576
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 576

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$32.2M8.86%128,750CommonNONE
67066G104NVDANVIDIA CORPORATION$19.1M5.24%141,942CommonNONE
594918104MSFTMICROSOFT CORP$13.2M3.64%31,422CommonNONE
023135106AMZNAMAZON COM INC$8.5M2.35%38,937CommonNONE
69344A107PULSPGIM ETF TR$7.7M2.11%154,545CommonNONE
78468R663BILSPDR SER TR$7.4M2.03%80,657CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.3M1.73%26,200CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$6.3M1.73%73,276CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$5.8M1.61%54,248CommonNONE
318910106FBNCFIRST BANCORP N C$5.5M1.52%125,633CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.1M1.41%8,728CommonNONE
11135F101AVGOBROADCOM INC$5.1M1.41%22,059CommonNONE
97717X651DGRSWISDOMTREE TR$5.0M1.39%98,375CommonNONE
02079K305GOOGLALPHABET INC$4.8M1.33%25,538CommonNONE
78464A847SPMDSPDR SER TR$4.6M1.25%83,441CommonNONE
97717X669DGRWWISDOMTREE TR$4.3M1.19%53,518CommonNONE
464287614IWFISHARES TR$4.3M1.19%10,750CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.6M0.98%8,376CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.5M0.97%70,406CommonNONE
02209S103MOALTRIA GROUP INC$3.5M0.96%66,717CommonNONE
78468R853SPSMSPDR SER TR$3.5M0.96%77,575CommonNONE
00287Y109ABBVABBVIE INC$3.2M0.88%18,030CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.2M0.87%24,849CommonNONE
548661107LOWLOWES COS INC$3.0M0.82%12,032CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.76%6,108CommonNONE
166764100CVXCHEVRON CORP NEW$2.7M0.75%18,792CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.74%25,040CommonNONE
464287598IWDISHARES TR$2.6M0.72%14,146CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M0.71%17,927CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.6M0.70%21,229CommonNONE
97717W505DONWISDOMTREE TR$2.5M0.69%49,344CommonNONE
464287200IVVISHARES TR$2.5M0.68%4,229CommonNONE
931142103WMTWALMART INC$2.3M0.62%25,021CommonNONE
032108409DIVOAMPLIFY ETF TR$2.2M0.60%53,503CommonNONE
438516106HONHONEYWELL INTL INC$2.1M0.57%9,216CommonNONE
437076102HDHOME DEPOT INC$2.1M0.56%5,277CommonNONE
78464A805SPTMSPDR SER TR$2.0M0.56%28,439CommonNONE
922908363VOOVANGUARD INDEX FDS$2.0M0.54%3,628CommonNONE
00206R102TAT&T INC$1.9M0.51%82,047CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.9M0.51%11,101CommonNONE
69374H709GCOWPACER FDS TR$1.8M0.50%53,925CommonNONE
69374H436QDPLPACER FDS TR$1.8M0.50%46,924CommonNONE
G29183103ETNEATON CORP PLC$1.8M0.49%5,415CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.48%6,051CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M0.48%7,964CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M0.45%2,798CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$1.6M0.45%106,201CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.44%8,243CommonNONE
65339F101NEENEXTERA ENERGY INC$1.6M0.44%22,283CommonNONE
922908736VUGVANGUARD INDEX FDS$1.6M0.44%3,890CommonNONE
97717W307DLNWISDOMTREE TR$1.6M0.43%20,036CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.41%15,089CommonNONE
78464A508SPYVSPDR SER TR$1.5M0.41%29,119CommonNONE
02079K107GOOGALPHABET INC$1.4M0.39%7,368CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.38%23,636CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.38%31,685CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.38%2,714CommonNONE
713448108PEPPEPSICO INC$1.4M0.38%8,980CommonNONE
126633205UANCVR PARTNERS LP$1.3M0.36%17,304CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.36%7,501CommonNONE
97717Y527USFRWISDOMTREE TR$1.3M0.36%25,845CommonNONE
191216100KOCOCA COLA CO$1.3M0.36%20,767CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.35%5,462CommonNONE
00123Q104AGNCAGNC INVT CORP$1.3M0.35%136,611CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.34%44,978CommonNONE
532457108LLYELI LILLY & CO$1.2M0.33%1,577CommonNONE
922908751VBVANGUARD INDEX FDS$1.2M0.33%5,063CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.2M0.33%4,261CommonNONE
75513E101RTXRTX CORPORATION$1.2M0.32%10,206CommonNONE
89832Q109TFCTRUIST FINL CORP$1.2M0.32%27,151CommonNONE
131428104CLMTCALUMET INC$1.2M0.32%52,790CommonNONE
922908744VTVVANGUARD INDEX FDS$1.2M0.32%6,836CommonNONE
780087102RYROYAL BK CDA$1.2M0.32%9,569CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.30%22,617CommonNONE
149123101CATCATERPILLAR INC$1.1M0.30%3,002CommonNONE
68571X301ORCORCHID IS CAP INC$1.1M0.30%139,563CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.30%8,984CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.0M0.28%5,204CommonNONE
691543102OXFORD LANE CAP CORP$1.0M0.28%201,464CommonNONE
73688F201BCICPORTMAN RIDGE FIN CORP$1.0M0.28%62,217CommonNONE
87612E106TGTTARGET CORP$1.0M0.28%7,504CommonNONE
464287242LQDISHARES TR$1.0M0.28%9,457CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$999,6210.27%1,091CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$988,5800.27%1,726CommonNONE
94106L109WMWASTE MGMT INC DEL$970,5270.27%4,810CommonNONE
855244109SBUXSTARBUCKS CORP$969,8790.27%10,629CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$954,4000.26%25,063CommonNONE
775711104ROLROLLINS INC$949,0440.26%20,476CommonNONE
46284V101IRMIRON MTN INC DEL$946,7340.26%9,007CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$918,8960.25%22,978CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$913,8770.25%9,909CommonNONE
682680103OKEONEOK INC NEW$900,5880.25%8,970CommonNONE
68389X105ORCLORACLE CORP$859,3890.24%5,157CommonNONE
747525103QCOMQUALCOMM INC$846,6650.23%5,511CommonNONE
92826C839VVISA INC$833,7180.23%2,638CommonNONE
254687106DISDISNEY WALT CO$820,9200.23%7,372CommonNONE
25746U109DDOMINION ENERGY INC$817,0820.22%15,170CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$812,9720.22%2,376CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$801,6530.22%17,277CommonNONE
025816109AXPAMERICAN EXPRESS CO$792,0890.22%2,669CommonNONE
92204A876VPUVANGUARD WORLD FD$783,7380.22%4,796CommonNONE
G0403H108AONAON PLC$776,6460.21%2,162CommonNONE
922908512VOEVANGUARD INDEX FDS$754,5280.21%4,664CommonNONE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$751,0100.21%31,227CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$747,8030.21%3,878CommonNONE
37954Y483QYLDGLOBAL X FDS$735,8120.20%40,385CommonNONE
464289438IWYISHARES TR$732,9630.20%3,115CommonNONE
78464A755XMESPDR SER TR$727,7110.20%12,823CommonNONE
717081103PFEPFIZER INC$727,3830.20%27,417CommonNONE
92936U109WPCWP CAREY INC$726,0570.20%13,327CommonNONE
88160R101TSLATESLA INC$723,6830.20%1,792CommonNONE
464287457SHYISHARES TR$690,7610.19%8,426CommonNONE
37954Y475XYLDGLOBAL X FDS$684,0010.19%16,325CommonNONE
922908538VOTVANGUARD INDEX FDS$681,6610.19%2,686CommonNONE
00724F101ADBEADOBE INC$657,2340.18%1,478CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$646,7200.18%5,129CommonNONE
92204A702VGTVANGUARD WORLD FD$642,5980.18%1,033CommonNONE
37960A206XRMIGLOBAL X FDS$639,1310.18%33,115CommonNONE
539830109LMTLOCKHEED MARTIN CORP$629,5330.17%1,295CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$617,8820.17%12,921CommonNONE
04010L103ARCCARES CAPITAL CORP$605,5940.17%27,665CommonNONE
46428Q109SLVISHARES SILVER TR$599,0100.16%22,750CommonNONE
231561101CWCURTISS WRIGHT CORP$596,8890.16%1,682CommonNONE
369604301GEGE AEROSPACE$595,4780.16%3,570CommonNONE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$591,0160.16%48,207CommonNONE
969457100WMBWILLIAMS COS INC$589,2140.16%10,887CommonNONE
464287507IJHISHARES TR$578,7980.16%9,289CommonNONE
907818108UNPUNION PAC CORP$570,4210.16%2,501CommonNONE
49456B101KMIKINDER MORGAN INC DEL$568,0270.16%20,731CommonNONE
78463V107GLDSPDR GOLD TR$566,3420.16%2,339CommonNONE
29250N105ENBENBRIDGE INC$558,7970.15%13,170CommonNONE
92204A405VFHVANGUARD WORLD FD$551,8710.15%4,674CommonNONE
78464A409SPYGSPDR SER TR$544,6780.15%6,197CommonNONE
464287804IJRISHARES TR$541,2150.15%4,697CommonNONE
64828T201RITMRITHM CAPITAL CORP$541,0890.15%49,961CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$539,4020.15%18,460CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$533,4350.15%4,049CommonNONE
003057106ACPABRDN INCOME CREDIT STRATEGI$531,0200.15%88,948CommonNONE
464287622IWBISHARES TR$525,7650.14%1,632CommonNONE
002824100ABTABBOTT LABS$520,8460.14%4,605CommonNONE
46432F842IEFAISHARES TR$517,3150.14%7,361CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$514,5480.14%2,116CommonNONE
78464A631XARSPDR SER TR$513,0980.14%3,094CommonNONE
G54950103LINLINDE PLC$492,6800.14%1,177CommonNONE
291011104EMREMERSON ELEC CO$488,2020.13%3,939CommonNONE
674599105OXYOCCIDENTAL PETE CORP$487,2970.13%9,862CommonNONE
949746101WMT2WELLS FARGO CO NEW$487,1160.13%6,935CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$483,8320.13%956CommonNONE
65336K103NXSTNEXSTAR MEDIA GROUP INC$477,2340.13%3,021CommonNONE
909911109UBCPUNITED BANCORP INC OHIO$476,3510.13%36,642CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$474,0050.13%8,381CommonNONE
464287499IWRISHARES TR$469,1090.13%5,307CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$466,8570.13%12,560CommonNONE
231021106CMICUMMINS INC$466,3190.13%1,338CommonNONE
452308109ITWILLINOIS TOOL WKS INC$463,6270.13%1,828CommonNONE
882508104TXNTEXAS INSTRS INC$460,6680.13%2,457CommonNONE
78464A854SPYMSPDR SER TR$457,5730.13%6,637CommonNONE
126650100CVSCVS HEALTH CORP$457,4920.13%10,191CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$453,6970.12%37,495CommonNONE
988498101YUMYUM BRANDS INC$453,4880.12%3,380CommonNONE
20825C104COPCONOCOPHILLIPS$450,8240.12%4,546CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$447,8720.12%3,584CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$445,9100.12%3,050CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$445,7780.12%1,523CommonNONE
055622104BPBP PLC$441,8440.12%14,947CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$440,0520.12%2,399CommonNONE
461202103INTUINTUIT$433,6710.12%690CommonNONE
488401100KMPRKEMPER CORP$432,4200.12%6,508CommonNONE
172967424CCITIGROUP INC$431,3910.12%6,129CommonNONE
872540109TJXTJX COS INC NEW$430,2480.12%3,561CommonNONE
64110L106NFLXNETFLIX INC$424,2700.12%476CommonNONE
756109104OREALTY INCOME CORP$422,5410.12%7,911CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$421,6850.12%5,515CommonNONE
708062104PNNTPENNANTPARK INVT CORP$415,1870.11%58,642CommonNONE
46435G425ESGUISHARES TR$411,4510.11%3,194CommonNONE
48817R870RUNNSTRATEGIC TRUST$409,6260.11%12,500CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$405,7790.11%3,523CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$404,8310.11%5,931CommonNONE
46434G103IEMGISHARES INC$402,5540.11%7,709CommonNONE
031162100AMGNAMGEN INC$400,0950.11%1,535CommonNONE
277276101EGPEASTGROUP PPTYS INC$394,9660.11%2,461CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$394,5770.11%2,134CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$394,0640.11%840CommonNONE
09290D101BLKBLACKROCK INC$384,2380.11%375CommonNONE
126408103CSXCSX CORP$383,4650.11%11,883CommonNONE
37960A669SDIVGLOBAL X FDS$378,2050.10%18,342CommonNONE
922908629VOVANGUARD INDEX FDS$374,6920.10%1,419CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$373,8370.10%8,566CommonNONE
302520101FNBF N B CORP$373,6420.10%25,280CommonNONE
652526203NEWTNEWTEKONE INC$373,0830.10%29,216CommonNONE
78409V104SPGIS&P GLOBAL INC$369,4180.10%742CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$368,7650.10%11,084CommonNONE
26884L109EQTEQT CORP$368,5860.10%7,994CommonNONE
950810101WSBCWESBANCO INC$364,7200.10%11,208CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$363,8760.10%7,283CommonNONE
097023105BABOEING CO$362,5550.10%2,048CommonNONE
46429B697USMVISHARES TR$358,0150.10%4,032CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$357,7080.10%2,531CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$357,3030.10%6,798CommonNONE
57636Q104MAMASTERCARD INCORPORATED$356,0520.10%676CommonNONE
833034101SNASNAP ON INC$355,5210.10%1,047CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$355,2000.10%6,014CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$349,8830.10%995CommonNONE
125269100CFCF INDS HLDGS INC$349,8120.10%4,100CommonNONE
038222105AMATAPPLIED MATLS INC$348,8280.10%2,145CommonNONE
110448107BTIBRITISH AMERN TOB PLC$345,5400.09%9,514CommonNONE
172908105CTASCINTAS CORP$335,5080.09%1,836CommonNONE
78468R556XOPSPDR SER TR$334,8960.09%2,530CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$330,6660.09%27,694CommonNONE
254709108DFSEURDISCOVER FINL SVCS$330,4080.09%1,907CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$316,7310.09%5,356CommonNONE
722014107PHKPIMCO HIGH INCOME FD$315,3480.09%64,887CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$303,6630.08%18,664CommonNONE
244199105DEDEERE & CO$303,2650.08%716CommonNONE
88339J105TTDTHE TRADE DESK INC$302,6400.08%2,575CommonNONE
92189F106GDXVANECK ETF TRUST$301,2220.08%8,883CommonNONE
33735K108FTCFIRST TRUST LRGCP GWT ALPHAD$300,2000.08%2,171CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$298,7050.08%3,085CommonNONE
72352L106PINSPINTEREST INC$291,6240.08%10,056CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$288,2250.08%3,557CommonNONE
36828A101GEVGE VERNOVA INC$287,8180.08%875CommonNONE
138103106UTE0CANTALOUPE INC$285,3000.08%30,000CommonNONE
704551100BTUPEABODY ENERGY CORP$283,4230.08%13,535CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$279,6100.08%4,407CommonNONE
464287150ITOTISHARES TR$277,9360.08%2,161CommonNONE
37960A859DJIAGLOBAL X FDS$277,7850.08%12,390CommonNONE
704326107PAYXPAYCHEX INC$274,6650.08%1,959CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$272,6450.07%1,982CommonNONE
009158106APDAIR PRODS & CHEMS INC$272,4000.07%939CommonNONE
502160104LXULSB INDS INC$270,7600.07%35,673CommonNONE
26817Q886DXDYNEX CAP INC$268,1200.07%21,195CommonNONE
46431W705LQDHISHARES U S ETF TR$267,9270.07%2,889CommonNONE
46432F339QUALISHARES TR$266,5860.07%1,497CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$265,9850.07%4,411CommonNONE
45784P101PODDINSULET CORP$263,9420.07%1,011CommonNONE
464287721IYWISHARES TR$262,0890.07%1,643CommonNONE
464287226AGGISHARES TR$259,2530.07%2,675CommonNONE
760759100RSGREPUBLIC SVCS INC$258,5610.07%1,285CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$255,1820.07%5,794CommonNONE
20030N101CMCSACOMCAST CORP NEW$253,6940.07%6,760CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$252,2640.07%2,873CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$251,9700.07%11,100CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$250,3910.07%481CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$250,2030.07%211CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$249,9240.07%22,156CommonNONE
17259U204CIONCION INVT CORP$248,1610.07%21,769CommonNONE
36262G101GXOGXO LOGISTICS INCORPORATED$247,3460.07%5,686CommonNONE
H1467J104CBCHUBB LIMITED$246,1370.07%891CommonNONE
194162103CLCOLGATE PALMOLIVE CO$245,3440.07%2,699CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$243,0960.07%427CommonNONE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$242,9560.07%13,719CommonNONE
66987V109NVSNOVARTIS AG$241,5380.07%2,482CommonNONE
617446448MSMORGAN STANLEY$237,3160.07%1,888CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$236,8800.07%112CommonNONE
670346105NUENUCOR CORP$236,2990.06%2,025CommonNONE
697435105PANWPALO ALTO NETWORKS INC$235,4560.06%1,294CommonNONE
636180101NFGNATIONAL FUEL GAS CO$232,5260.06%3,832CommonNONE
831865209AOSSMITH A O CORP$231,3050.06%3,391CommonNONE
458140100INTCINTEL CORP$230,2130.06%11,482CommonNONE
14040H105COFCAPITAL ONE FINL CORP$229,6210.06%1,288CommonNONE
464287309IVWISHARES TR$227,4270.06%2,240CommonNONE
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780259305SHELSHELL PLC$219,7450.06%3,507CommonNONE
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46434V621DGROISHARES TR$213,1810.06%3,475CommonNONE
316773100FITBFIFTH THIRD BANCORP$212,9440.06%5,036CommonNONE
46434V613IUSBISHARES TR$207,3810.06%4,588CommonNONE
369550108GDGENERAL DYNAMICS CORP$207,2230.06%786CommonNONE
69181V107OXSQOXFORD SQUARE CAP CORP$207,0700.06%84,865CommonNONE
773903109ROKROCKWELL AUTOMATION INC$205,8100.06%720CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$205,5630.06%2,718CommonNONE
464287408IVEISHARES TR$204,0510.06%1,069CommonNONE
464287168DVYISHARES TR$203,1340.06%1,547CommonNONE
501044101KRKROGER CO$202,8150.06%3,317CommonNONE
37733W204GSKGSK PLC$202,8080.06%5,997CommonNONE
406216101HALHALLIBURTON CO$201,7130.06%7,419CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$201,2540.06%6,418CommonNONE
88579Y101MMM3M CO$200,9280.06%1,556CommonNONE
911363109URIUNITED RENTALS INC$200,3210.06%284CommonNONE
78464A649SPABSPDR SER TR$197,7500.05%7,913CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$194,0240.05%5,442CommonNONE
37950E291DIVGLOBAL X FDS$192,9900.05%10,703CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$192,2650.05%4,621CommonNONE
105368203BDNBRANDYWINE RLTY TR$191,1900.05%34,141CommonNONE
464288802SUSAISHARES TR$189,6810.05%1,560CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$189,4160.05%2,368CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$187,8860.05%10,261CommonNONE
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6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$180,9540.05%12,935CommonNONE
78464A284HYMBSPDR SER TR$177,6280.05%6,944CommonNONE
902973304USBUS BANCORP DEL$177,2280.05%3,705CommonNONE
464287770IYGISHARES TR$176,4840.05%2,268CommonNONE
464288885EFGISHARES TR$171,9660.05%1,776CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$167,6570.05%2,096CommonNONE
464287101OEFISHARES TR$161,1790.04%558CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$160,9420.04%2,079CommonNONE
464287465EFAISHARES TR$157,5250.04%2,083CommonNONE
464287523SOXXISHARES TR$156,9980.04%729CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$155,7250.04%2,831CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$153,2320.04%683CommonNONE
33737M201FNKFIRST TR EXCHANGE-TRADED ALP$153,0320.04%2,860CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$149,8250.04%3,905CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$146,8550.04%1,365CommonNONE
464288687PFFISHARES TR$143,6590.04%4,569CommonNONE
345370860FFORD MTR CO$138,5240.04%13,992CommonNONE
97717Y477QGRWWISDOMTREE TR$129,7510.04%2,634CommonNONE
37954Y459RYLDGLOBAL X FDS$125,2050.03%7,662CommonNONE
921937793BLVVANGUARD BD INDEX FDS$119,5500.03%1,747CommonNONE
92204A884VOXVANGUARD WORLD FD$119,4740.03%771CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$112,6140.03%92CommonNONE
97717W588EPSWISDOMTREE TR$112,2820.03%1,835CommonNONE
33738R811FTXLFIRST TR EXCHANGE-TRADED FD$111,4910.03%1,278CommonNONE
46432F396MTUMISHARES TR$111,0220.03%537CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$110,2050.03%1,456CommonNONE
46138E610KBWDINVESCO EXCH TRADED FD TR II$109,8780.03%7,490CommonNONE
78464A763SDYSPDR SER TR$109,3980.03%828CommonNONE
46434V738IEURISHARES TR$109,3920.03%2,027CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$107,6830.03%3,155CommonNONE
46434V860TFLOISHARES TR$107,0340.03%2,121CommonNONE
46434V803HEFAISHARES TR$106,1280.03%3,054CommonNONE
922908611VBRVANGUARD INDEX FDS$105,8040.03%534CommonNONE
921937827BSVVANGUARD BD INDEX FDS$105,4740.03%1,365CommonNONE
464288877EFVISHARES TR$101,0050.03%1,925CommonNONE
464287515IGVISHARES TR$99,6250.03%995CommonNONE
46429B747STIPISHARES TR$99,6050.03%990CommonNONE
922908769VTIVANGUARD INDEX FDS$99,5900.03%344CommonNONE
92189H409HYDVANECK ETF TRUST$98,6750.03%1,901CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$97,0190.03%1,063CommonNONE
46429B267GOVTISHARES TR$96,6530.03%4,206CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$91,8110.03%1,696CommonNONE
922908637VVVANGUARD INDEX FDS$91,7150.03%340CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$91,2950.03%1,022CommonNONE
78468R606SPHYSPDR SER TR$89,3030.02%3,805CommonNONE
464288414MUBISHARES TR$88,6400.02%832CommonNONE
464288588MBBISHARES TR$88,5740.02%966CommonNONE
46429B663HDVISHARES TR$87,0470.02%775CommonNONE
464289875AOMISHARES TR$85,1860.02%1,961CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$81,5620.02%1,803CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$81,4670.02%2,940CommonNONE
464288448IDVISHARES TR$81,2340.02%2,967CommonNONE
37954Y806ALTYGLOBAL X FDS$80,2260.02%6,922CommonNONE
464287689IWVISHARES TR$80,0920.02%240CommonNONE
464288646IGSBISHARES TR$79,4750.02%1,537CommonNONE
464287754IYJISHARES TR$77,2630.02%579CommonNONE
92189F643MOATVANECK ETF TRUST$77,1540.02%832CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$76,2990.02%978CommonNONE
464288695MXIISHARES TR$76,2640.02%982CommonNONE
92204A207VDCVANGUARD WORLD FD$75,7550.02%358CommonNONE
464287176TIPISHARES TR$75,6830.02%710CommonNONE
464287473IWSISHARES TR$73,7860.02%570CommonNONE
464287671IUSGISHARES TR$73,4120.02%527CommonNONE
78464A698KRESPDR SER TR$72,4200.02%1,200CommonNONE
46435G516ESGDISHARES TR$72,3330.02%950CommonNONE
464287663IUSVISHARES TR$71,6590.02%774CommonNONE
37960A651SRETGLOBAL X FDS$70,3320.02%3,515CommonNONE
46137V506PFMINVESCO EXCHANGE TRADED FD T$69,7070.02%1,520CommonNONE
37954Y384BUGGLOBAL X FDS$68,9050.02%2,147CommonNONE
464287606IJKISHARES TR$68,6390.02%755CommonNONE
464287655IWMISHARES TR$68,4120.02%310CommonNONE
464287705IJJISHARES TR$68,0410.02%545CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$66,8670.02%1,475CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$66,6410.02%1,182CommonNONE
464288810IHIISHARES TR$66,6020.02%1,141CommonNONE
464287564ICFISHARES TR$63,7480.02%1,058CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$63,4720.02%533CommonNONE
37954Y467EBIZGLOBAL X FDS$61,7070.02%2,224CommonNONE
46429B655FLOTISHARES TR$61,2440.02%1,204CommonNONE
464288240ACWXISHARES TR$60,0050.02%1,150CommonNONE
464288513HYGISHARES TR$59,7670.02%760CommonNONE
92204A306VDEVANGUARD WORLD FD$59,1290.02%487CommonNONE
92189H201ITMVANECK ETF TRUST$58,2440.02%1,263CommonNONE
464288356CMFISHARES TR$57,3620.02%1,001CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$57,3070.02%2,382CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$56,6620.02%341CommonNONE
464287234EEMISHARES TR$55,4030.02%1,325CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$54,0000.01%2,529CommonNONE
808513105SCHWSCHWAB CHARLES CORP$53,4750.01%723CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$52,0590.01%500CommonNONE
46138E867PIEINVESCO EXCH TRADED FD TR II$51,2820.01%2,668CommonNONE
92189H607OIHVANECK ETF TRUST$49,9560.01%184CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$49,9190.01%654CommonNONE
58463J304MPTMEDICAL PPTYS TRUST INC$49,6980.01%12,582CommonNONE
922908553VNQVANGUARD INDEX FDS$49,0770.01%551CommonNONE
464287432TLTISHARES TR$47,3120.01%542CommonNONE
46434V290SMLFISHARES TR$47,0440.01%697CommonNONE
464288760ITAISHARES TR$46,8080.01%322CommonNONE
46138E172PSCCINVESCO EXCH TRADED FD TR II$45,6450.01%1,200CommonNONE
33738R878FVCFIRST TR EXCHANGE-TRADED FD$45,6140.01%1,248CommonNONE
33734X119FXGFIRST TR EXCHANGE TRADED FD$44,8350.01%700CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$44,1740.01%768CommonNONE
46435G102ICVTISHARES TR$43,1330.01%508CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$43,1160.01%751CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$43,1030.01%1,750CommonNONE
550351100LUNALUNA INNOVATIONS INC$42,6860.01%19,762CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$42,4660.01%529CommonNONE
37954Y673PAVEGLOBAL X FDS$42,0670.01%1,041CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$41,7970.01%532CommonNONE
33738R100MDIVFIRST TR EXCHANGE-TRADED FD$41,3530.01%2,561CommonNONE
921937819BIVVANGUARD BD INDEX FDS$40,8020.01%546CommonNONE
78468R721TFISPDR SER TR$40,7400.01%893CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$40,5440.01%659CommonNONE
464289859AOAISHARES TR$40,5270.01%529CommonNONE
464287887IJTISHARES TR$39,7990.01%294CommonNONE
316092816FDMOFIDELITY COVINGTON TRUST$39,1210.01%562CommonNONE
464289511IGLBISHARES TR$37,8850.01%767CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$37,8630.01%450CommonNONE
46435G474FALNISHARES TR$37,1000.01%1,389CommonNONE
92189F676SMHVANECK ETF TRUST$34,6310.01%143CommonNONE
464288794IAIISHARES TR$33,5130.01%233CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$33,5120.01%479CommonNONE
92189F791GDXJVANECK ETF TRUST$33,3460.01%780CommonNONE
464287440IEFISHARES TR$33,0970.01%358CommonNONE
464287481IWPISHARES TR$32,5240.01%257CommonNONE
78464A300SLYVSPDR SER TR$32,0210.01%367CommonNONE
69374H105PTLCPACER FDS TR$32,0200.01%599CommonNONE
46138E156PSCFINVESCO EXCH TRADED FD TR II$31,3150.01%566CommonNONE
37954Y442CLOUGLOBAL X FDS$29,7480.01%1,242CommonNONE
46138E784PCYINVESCO EXCH TRADED FD TR II$29,4620.01%1,486CommonNONE
46138E511PGXINVESCO EXCH TRADED FD TR II$29,3920.01%2,549CommonNONE
464287333IXGISHARES TR$28,8170.01%300CommonNONE
97717W281DGSWISDOMTREE TR$27,1510.01%555CommonNONE
464288620USIGISHARES TR$27,0010.01%537CommonNONE
92204A603VISVANGUARD WORLD FD$26,9780.01%106CommonNONE
464288778IATISHARES TR$26,6720.01%530CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$25,7890.01%1,394CommonNONE
921910816MGKVANGUARD WORLD FD$25,4120.01%74CommonNONE
46431W507NEARISHARES U S ETF TR$24,8460.01%492CommonNONE
464287291IXNISHARES TR$23,9000.01%282CommonNONE
46434G863ESGEISHARES INC$23,6740.01%709CommonNONE
33738R886IFVFIRST TR EXCHANGE-TRADED FD$23,5800.01%1,230CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$23,0540.01%483CommonNONE
464287796IYEISHARES TR$22,7850.01%500CommonNONE
464288786IAKISHARES TR$22,3210.01%176CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$22,1930.01%332CommonNONE
464288844IEZISHARES TR$21,4390.01%1,082CommonNONE
46432F834IXUSISHARES TR$21,4290.01%324CommonNONE
46429B689EFAVISHARES TR$21,4250.01%303CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$20,8800.01%400CommonNONE
37954Y434GNOMEURGLOBAL X FDS$20,7990.01%2,142CommonNONE
464288281EMBISHARES TR$20,4490.01%230CommonNONE
46435G433SMMVISHARES TR$20,0670.01%484CommonNONE
464288752ITBISHARES TR$19,5690.01%189CommonNONE
464287879IJSISHARES TR$19,0070.01%175CommonNONE
464287762IYHISHARES TR$18,9380.01%325CommonNONE
921937835BNDVANGUARD BD INDEX FDS$18,8210.01%262CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$18,7910.01%455CommonNONE
46434G764EMXCISHARES INC$18,1320.00%327CommonNONE
46641Q209JPINJ P MORGAN EXCHANGE TRADED F$17,9430.00%335CommonNONE
46431W853COMTISHARES U S ETF TR$17,4640.00%690CommonNONE
97717W604DESWISDOMTREE TR$17,3470.00%505CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$17,0660.00%165CommonNONE
97717W406AIVLWISDOMTREE TR$16,1910.00%152CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$15,9730.00%670CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$15,5840.00%660CommonNONE
464287648IWOISHARES TR$15,5420.00%54CommonNONE
78464A607RWRSPDR SER TR$15,3230.00%155CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$15,3140.00%317CommonNONE
464287580IYCISHARES TR$15,1260.00%157CommonNONE
46434V407SHYGISHARES TR$15,0610.00%353CommonNONE
74348A541HYHGPROSHARES TR$14,4850.00%221CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$14,0800.00%242CommonNONE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$13,6710.00%146CommonNONE
922908652VXFVANGUARD INDEX FDS$13,4880.00%71CommonNONE
921910840MGVVANGUARD WORLD FD$13,1160.00%105CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$12,8370.00%142CommonNONE
46434V639HEZUISHARES TR$12,6870.00%354CommonNONE
37954Y699EFASGLOBAL X FDS$12,6290.00%906CommonNONE
46432F388VLUEISHARES TR$12,1450.00%115CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$12,1200.00%500CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$12,0670.00%438CommonNONE
97717X701HEDJWISDOMTREE TR$12,0230.00%275CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$12,0180.00%826CommonNONE
97717X560WTPIWISDOMTREE TR$11,7030.00%355CommonNONE
464288638IGIBISHARES TR$11,3320.00%220CommonNONE
69374H881COWZPACER FDS TR$11,2960.00%200CommonNONE
922908595VBKVANGUARD INDEX FDS$10,6580.00%38CommonNONE
464288166AGZISHARES TR$10,5800.00%98CommonNONE
78464A888XHBSPDR SER TR$10,5560.00%101CommonNONE
464287630IWNISHARES TR$10,3830.00%63CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$10,3190.00%188CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$9,9730.00%184CommonNONE
46434G822EWJISHARES INC$9,8640.00%147CommonNONE
78468R861TIPXSPDR SER TR$9,8000.00%530CommonNONE
69374H857CALFPACER FDS TR$9,6820.00%220CommonNONE
37950E333SPFFGLOBAL X FDS$9,6340.00%1,040CommonNONE
464288661IEIISHARES TR$9,3600.00%81CommonNONE
464287192IYTISHARES TR$9,3070.00%138CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$9,2790.00%192CommonNONE
97717W315DEMWISDOMTREE TR$9,2720.00%229CommonNONE
92189H870EINCVANECK ETF TRUST$8,9340.00%95CommonNONE
37960A735BKCHGLOBAL X FDS$8,7600.00%171CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$8,7000.00%59CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$8,2430.00%107CommonNONE
33734X853FPXIFIRST TR EXCHANGE TRADED FD$8,2040.00%174CommonNONE
464287572IOOISHARES TR$8,1510.00%81CommonNONE
032108631AMPLIFY ETF TR$8,0700.00%3,603CommonNONE
46432F875IYLDISHARES TR$7,7920.00%400CommonNONE
78464A359CWBSPDR SER TR$7,4560.00%96CommonNONE
464287549IGMISHARES TR$7,4510.00%73CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$7,3180.00%216CommonNONE

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.