Portfolio (Quarterly)
Guide ↗
Founders Financial Alliance, LLC
· CIK 0001832190| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | — | 21,620 | $995K | 0.19% | SOLD |
| 2 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,373 | $485K | 0.09% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 2,859 | $438K | 0.08% | SOLD |
| 4 | PINS | PINTEREST INC | Communication Services | 15,111 | $391K | 0.07% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 1,065 | $373K | 0.07% | SOLD |
| 6 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 625 | $363K | 0.07% | SOLD |
| 7 | PHK | PIMCO HIGH INCOME FD | Financial Services | 73,759 | $358K | 0.07% | SOLD |
| 8 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 1,199 | $340K | 0.06% | SOLD |
| 9 | ALL | ALLSTATE CORP | Financial Services | 1,395 | $290K | 0.06% | SOLD |
| 10 | APP | APPLOVIN CORP | Technology | 410 | $276K | 0.05% | SOLD |
| 11 | KMPR | KEMPER CORP | Financial Services | 6,063 | $246K | 0.05% | SOLD |
| 12 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,111 | $240K | 0.04% | SOLD |
| 13 | HSY | HERSHEY CO | Consumer Defensive | 1,291 | $235K | 0.04% | SOLD |
| 14 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 13,225 | $194K | 0.04% | SOLD |
| 15 | BDN | BRANDYWINE RLTY TR | Real Estate | 18,741 | $55K | 0.01% | SOLD |
| 16 | LVHD | LEGG MASON ETF INVT | — | 83 | $3K | 0.00% | SOLD |
| 17 | SPTS | SPDR SERIES TRUST | — | 27 | $791.0 | — | SOLD |
| 18 | FDVV | FIDELITY COVINGTON TRUST | — | 5 | $283.0 | — | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
21.4%
Consumer Cyclical
8.2%
Industrials
8.0%
Consumer Defensive
6.4%
Communication Services
6.1%
Healthcare
6.0%
Energy
6.0%
Utilities
4.6%
Real Estate
1.9%