Founders Alliance 13F annual report
Founders Alliance is an investment fund managing more than $332 billion ran by James Sloop. There are currently 245 companies in Mr. Sloop’s portfolio. The largest investments include Apple Inc and NVIDIA Corp, together worth $39.2 billion.
Limited to 30 biggest holdings
$332 billion Assets Under Management (AUM)
As of 7th May 2024, Founders Alliance’s top holding is 132,730 shares of Apple Inc currently worth over $22.8 billion and making up 6.9% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Founders Alliance owns more than approximately 0.1% of the company.
In addition, the fund holds 18,227 shares of NVIDIA Corp worth $16.5 billion, whose value grew 82.1% in the past six months.
The third-largest holding is Microsoft worth $12.6 billion and the next is Select Sector Spdr Tr worth $11.1 billion, with 124,311 shares owned.
Currently, Founders Alliance's portfolio is worth at least $332 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Founders Alliance
The Founders Alliance office and employees reside in Raleigh, North Carolina. According to the last 13-F report filed with the SEC, James Sloop serves as the CCO at Founders Alliance.
Recent trades
In the most recent 13F filing, Founders Alliance revealed that it had opened a new position in
Pgim Etf Tr and bought 140,121 shares worth $6.96 billion.
The investment fund also strengthened its position in Apple Inc by buying
1,366 additional shares.
This makes their stake in Apple Inc total 132,730 shares worth $22.8 billion.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Founders Alliance is getting rid of from its portfolio.
Founders Alliance closed its position in Vertex Pharmaceuticals on 14th May 2024.
It sold the previously owned 1,136 shares for $462 million.
James Sloop also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $12.6 billion and 30,049 shares.
One of the smaller hedge funds
The two most similar investment funds to Founders Alliance are Hourglass Capital and Fourth Sail Capital L.P.. They manage $332 billion and $332 billion respectively.
James Sloop investment strategy
Founders Alliance’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 13.6% of
the total portfolio value.
The fund focuses on investments in the United States as
40.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $162 billion.
The complete list of Founders Alliance trades based on 13F SEC filings
These positions were updated on May 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
1.04%
132,730
|
$22,760,568,000 | 6.86% |
| NVIDIA Corp |
1.27%
18,227
|
$16,469,179,000 | 4.96% |
| Microsoft Corporation |
3.45%
30,049
|
$12,642,256,000 | 3.81% |
| Select Sector Spdr Tr |
80.82%
124,311
|
$11,085,836,000 | 3.34% |
| Pgim Etf Tr |
Opened
140,121
|
$6,964,046,000 | 2.10% |
| Amazon.com Inc. |
0.91%
34,262
|
$6,180,183,000 | 1.86% |
| First Bancorp N C |
2.06%
168,386
|
$6,082,103,000 | 1.83% |
| Duke Energy Corp. |
4.16%
54,134
|
$5,235,293,000 | 1.58% |
| Spdr S&p 500 Etf Tr |
2.47%
9,593
|
$5,018,008,000 | 1.51% |
| JPMorgan Chase & Co. |
1.59%
24,642
|
$4,935,714,000 | 1.49% |
| Spdr Ser Tr |
75.56%
277,425
|
$16,029,262,000 | 4.83% |
| Wisdomtree Tr |
Opened
95,966
|
$4,752,790,000 | 1.43% |
| Wisdomtree Tr |
588.59%
119,374
|
$7,884,840,000 | 2.38% |
| J P Morgan Exchange Traded F |
2.41%
168,113
|
$8,102,281,000 | 2.44% |
| Ishares Tr |
13.48%
190,360
|
$21,676,442,000 | 6.53% |
| Broadcom Inc. |
11.60%
2,864
|
$3,796,576,000 | 1.14% |
| Abbvie Inc |
0.07%
19,837
|
$3,612,387,000 | 1.09% |
| Vanguard Whitehall Fds |
357.58%
30,205
|
$3,576,150,000 | 1.08% |
| Spdr Dow Jones Indl Average |
7.30%
8,043
|
$3,199,337,000 | 0.96% |
| Alphabet Inc |
2.97%
28,854
|
$4,365,122,000 | 1.32% |
| Johnson & Johnson |
5.25%
19,169
|
$3,032,327,000 | 0.91% |
| Lowes Cos Inc |
1.52%
11,756
|
$2,994,480,000 | 0.90% |
| Exxon Mobil Corp. |
5.36%
23,193
|
$2,695,948,000 | 0.81% |
| Chevron Corp. |
0.39%
17,084
|
$2,694,901,000 | 0.81% |
| Altria Group Inc. |
11.07%
60,917
|
$2,657,221,000 | 0.80% |
| Berkshire Hathaway Inc. |
5.46%
5,528
|
$2,324,635,000 | 0.70% |
| Merck & Co Inc |
1.41%
16,892
|
$2,228,959,000 | 0.67% |
| Amplify Etf Tr |
12.07%
56,294
|
$2,188,711,000 | 0.66% |
| Procter And Gamble Co |
11.84%
12,965
|
$2,103,556,000 | 0.63% |
| Pacer Fds Tr |
5.59%
104,816
|
$3,721,021,000 | 1.12% |
| Philip Morris International Inc |
0.32%
21,876
|
$2,004,251,000 | 0.60% |
| Home Depot, Inc. |
44.87%
5,140
|
$1,971,806,000 | 0.59% |
| Spdr Ser Tr |
Opened
45,248
|
$2,773,566,000 | 0.84% |
| Honeywell International Inc |
0.48%
9,035
|
$1,854,502,000 | 0.56% |
| AT&T, Inc. |
46.04%
103,320
|
$1,818,439,000 | 0.55% |
| Eaton Corp Plc |
46.60%
5,364
|
$1,677,097,000 | 0.51% |
| Eli Lilly & Co |
3.40%
2,127
|
$1,654,759,000 | 0.50% |
| Advanced Micro Devices Inc. |
2.67%
8,983
|
$1,621,342,000 | 0.49% |
| Pepsico Inc |
9.48%
8,799
|
$1,539,938,000 | 0.46% |
| International Business Machs |
5.99%
7,628
|
$1,456,617,000 | 0.44% |
| Target Corp |
0.39%
8,129
|
$1,440,568,000 | 0.43% |
| CVS Health Corp |
61.80%
17,942
|
$1,431,067,000 | 0.43% |
| Vanguard Index Fds |
35.99%
23,754
|
$6,020,069,000 | 1.81% |
| NextEra Energy Inc |
3.96%
22,236
|
$1,421,114,000 | 0.43% |
| Vanguard Specialized Funds |
5.24%
7,692
|
$1,404,662,000 | 0.42% |
| Mcdonalds Corp |
0.96%
4,944
|
$1,393,999,000 | 0.42% |
| Guggenheim Strategic Opportu |
46.15%
95,841
|
$1,372,441,000 | 0.41% |
| Meta Platforms Inc |
29.97%
2,778
|
$1,349,061,000 | 0.41% |
| Cisco Sys Inc |
44.04%
26,221
|
$1,308,675,000 | 0.39% |
| Freeport-McMoRan Inc |
423.33%
27,192
|
$1,278,566,000 | 0.39% |
| Visa Inc |
20.05%
4,569
|
$1,275,252,000 | 0.38% |
| Coca-Cola Co |
7.58%
20,754
|
$1,269,761,000 | 0.38% |
| Starbucks Corp. |
4.60%
13,834
|
$1,264,307,000 | 0.38% |
| Caterpillar Inc. |
70.63%
3,399
|
$1,245,577,000 | 0.38% |
| CVR Partners LP |
Opened
15,498
|
$1,218,017,000 | 0.37% |
| Bank America Corp |
1.57%
31,450
|
$1,192,576,000 | 0.36% |
| Invesco Actively Managed Etf |
No change
24,612
|
$1,152,087,000 | 0.35% |
| Rollins, Inc. |
1.35%
24,041
|
$1,112,377,000 | 0.34% |
| Truist Finl Corp |
4.11%
27,896
|
$1,087,390,000 | 0.33% |
| Verizon Communications Inc |
10.34%
25,477
|
$1,069,034,000 | 0.32% |
| Royal Bk Cda |
4.98%
10,524
|
$1,061,675,000 | 0.32% |
| Qualcomm, Inc. |
280.65%
6,079
|
$1,029,124,000 | 0.31% |
| RTX Corp |
7.61%
10,357
|
$1,010,159,000 | 0.30% |
| Marriott Intl Inc New |
2.46%
3,752
|
$946,758,000 | 0.29% |
| Vanguard World Fd |
2.36%
13,957
|
$2,227,139,000 | 0.67% |
| Wp Carey Inc |
3.52%
15,973
|
$901,529,000 | 0.27% |
| Disney Walt Co |
11.05%
7,276
|
$890,299,000 | 0.27% |
| Walmart Inc |
199.53%
14,572
|
$876,786,000 | 0.26% |
| Vanguard Tax-managed Fds |
43.00%
17,396
|
$872,763,000 | 0.26% |
| Cf Inds Hldgs Inc |
Opened
10,456
|
$870,038,000 | 0.26% |
| Agnc Invt Corp |
52.14%
87,785
|
$869,077,000 | 0.26% |
| Waste Mgmt Inc Del |
2.64%
4,024
|
$857,796,000 | 0.26% |
| American Elec Pwr Co Inc |
11.44%
9,556
|
$822,816,000 | 0.25% |
| Costco Whsl Corp New |
0.91%
1,110
|
$813,238,000 | 0.25% |
| BP plc |
3.48%
21,465
|
$808,792,000 | 0.24% |
| Occidental Pete Corp |
Opened
11,815
|
$767,829,000 | 0.23% |
| Iron Mtn Inc Del |
0.01%
9,511
|
$762,847,000 | 0.23% |
| Pfizer Inc. |
10.04%
27,424
|
$761,027,000 | 0.23% |
| United Parcel Service, Inc. |
11.48%
4,943
|
$734,755,000 | 0.22% |
| Oneok Inc. |
No change
8,977
|
$719,686,000 | 0.22% |
| Aon plc. |
0.19%
2,156
|
$719,569,000 | 0.22% |
| Dominion Energy Inc |
0.12%
14,581
|
$717,232,000 | 0.22% |
| Adobe Inc |
11.60%
1,418
|
$715,523,000 | 0.22% |
| AMGEN Inc. |
2.90%
2,484
|
$706,194,000 | 0.21% |
| Global X Fds |
8.82%
137,637
|
$2,893,740,000 | 0.87% |
| Eaton Vance Tax Advt Div Inc |
2.65%
28,144
|
$664,205,000 | 0.20% |
| Calumet Specialty Prods Part |
Opened
44,650
|
$663,499,000 | 0.20% |
| Oracle Corp. |
2.21%
5,080
|
$638,130,000 | 0.19% |
| Orchid Is Cap Inc |
Opened
70,595
|
$630,416,000 | 0.19% |
| Boeing Co. |
10.20%
3,259
|
$628,866,000 | 0.19% |
| Pnc Finl Svcs Group Inc |
152.81%
3,863
|
$624,251,000 | 0.19% |
| Union Pac Corp |
43.67%
2,530
|
$622,260,000 | 0.19% |
| General Electric Co |
0.40%
3,495
|
$613,411,000 | 0.18% |
| American Express Co. |
6.14%
2,594
|
$590,589,000 | 0.18% |
| Olin Corp. |
Opened
9,958
|
$585,522,000 | 0.18% |
| Oxford Lane Cap Corp |
Opened
114,928
|
$583,836,000 | 0.18% |
| Ares Capital Corp |
Opened
27,987
|
$582,691,000 | 0.18% |
| Realty Income Corp. |
9.11%
10,471
|
$566,484,000 | 0.17% |
| Schwab Strategic Tr |
6.30%
9,908
|
$688,366,000 | 0.21% |
| Rithm Capital Corp |
Opened
49,656
|
$554,155,000 | 0.17% |
| Linde Plc. |
14.19%
1,175
|
$545,564,000 | 0.16% |
| Intel Corp. |
20.61%
12,343
|
$545,203,000 | 0.16% |
| Portman Ridge Fin Corp |
104.60%
28,681
|
$544,364,000 | 0.16% |
| United Bancorp Inc Ohio |
16.98%
37,494
|
$542,544,000 | 0.16% |
| Wesbanco, Inc. |
0.01%
17,949
|
$535,056,000 | 0.16% |
| Capital Group Gbl Growth Eqt |
Opened
18,210
|
$524,448,000 | 0.16% |
| Conocophillips |
9.73%
4,065
|
$517,370,000 | 0.16% |
| Universal Display Corp. |
190.48%
3,050
|
$513,773,000 | 0.15% |
| Ishares Silver Tr |
26.12%
22,450
|
$510,740,000 | 0.15% |
| Lockheed Martin Corp. |
0.36%
1,122
|
$510,520,000 | 0.15% |
| American Tower Corp. |
6.14%
2,567
|
$507,185,000 | 0.15% |
| Hercules Capital Inc |
8.52%
27,401
|
$505,545,000 | 0.15% |
| NewtekOne Inc |
4.65%
45,551
|
$501,060,000 | 0.15% |
| Illinois Tool Wks Inc |
81.17%
1,857
|
$498,316,000 | 0.15% |
| Unitedhealth Group Inc |
54.25%
974
|
$481,761,000 | 0.15% |
| Lsb Inds Inc |
Opened
54,853
|
$481,611,000 | 0.15% |
| Yum Brands Inc. |
Opened
3,433
|
$475,996,000 | 0.14% |
| Spdr Gold Tr |
17.17%
2,307
|
$474,597,000 | 0.14% |
| Taiwan Semiconductor Mfg Ltd |
3.72%
3,486
|
$474,216,000 | 0.14% |
| Nuveen Amt Free Mun Cr Inc F |
3.18%
38,887
|
$472,472,000 | 0.14% |
| Invesco Exchange Traded Fd T |
13.55%
21,220
|
$1,110,486,000 | 0.33% |
| Dollar Gen Corp New |
1.75%
3,018
|
$471,048,000 | 0.14% |
| First Tr Exchange-traded Fd |
2.14%
32,650
|
$1,969,053,000 | 0.59% |
| Texas Instrs Inc |
9.35%
2,689
|
$468,454,000 | 0.14% |
| Abbott Labs |
15.35%
4,088
|
$464,629,000 | 0.14% |
| Enbridge Inc |
0.15%
12,841
|
$464,603,000 | 0.14% |
| CSX Corp. |
1.15%
12,531
|
$464,540,000 | 0.14% |
| Vertex Pharmaceuticals, Inc. |
Closed
1,136
|
$462,227,000 | |
| Shell Plc |
0.52%
6,631
|
$444,529,000 | 0.13% |
| First Tr Nas100 Eq Weighted |
0.03%
3,581
|
$443,689,000 | 0.13% |
| Eastgroup Pptys Inc |
No change
2,461
|
$442,414,000 | 0.13% |
| Emerson Elec Co |
1.23%
3,853
|
$437,064,000 | 0.13% |
| Applied Matls Inc |
34.56%
2,114
|
$436,059,000 | 0.13% |
| Curtiss-Wright Corp. |
No change
1,680
|
$429,979,000 | 0.13% |
| Mastercard Incorporated |
3.16%
888
|
$427,566,000 | 0.13% |
| Williams Cos Inc |
3.15%
10,833
|
$422,160,000 | 0.13% |
| Cummins Inc. |
Opened
1,432
|
$421,941,000 | 0.13% |
| Blackrock Health Sciences Tr |
0.07%
10,181
|
$421,903,000 | 0.13% |
| S&P Global Inc |
20.32%
988
|
$420,526,000 | 0.13% |
| Kinder Morgan Inc |
3.45%
22,819
|
$418,501,000 | 0.13% |
| Nexstar Media Group Inc |
Opened
2,428
|
$418,281,000 | 0.13% |
| Citigroup Inc |
8.20%
6,552
|
$414,382,000 | 0.12% |
| Ishares Inc |
30.05%
10,997
|
$516,394,000 | 0.16% |
| VanEck ETF Trust |
Opened
15,301
|
$575,169,000 | 0.17% |
| Nucor Corp. |
0.10%
2,045
|
$404,671,000 | 0.12% |
| Wells Fargo Co New |
3.03%
6,972
|
$404,119,000 | 0.12% |
| Capital Group Growth Etf |
Opened
12,560
|
$401,796,000 | 0.12% |
| Kemper Corp |
No change
6,480
|
$401,242,000 | 0.12% |
| Goldman Sachs Group, Inc. |
5.24%
941
|
$392,874,000 | 0.12% |
| Bristol-Myers Squibb Co. |
4.03%
7,103
|
$385,196,000 | 0.12% |
| Carrier Global Corporation |
25.82%
6,617
|
$384,634,000 | 0.12% |
| Comcast Corp New |
41.53%
8,831
|
$382,840,000 | 0.12% |
| Automatic Data Processing In |
1.67%
1,533
|
$382,739,000 | 0.12% |
| Goldman Sachs BDC Inc |
3.63%
25,198
|
$377,465,000 | 0.11% |
| Goldman Sachs Etf Tr |
No change
3,523
|
$365,652,000 | 0.11% |
| Enterprise Prods Partners L |
2.11%
12,489
|
$364,439,000 | 0.11% |
| Calamos Conv Opportunities & |
0.64%
31,887
|
$361,924,000 | 0.11% |
| F.N.B. Corp. |
4.36%
25,254
|
$356,081,000 | 0.11% |
| Tjx Cos Inc New |
24.57%
3,475
|
$352,442,000 | 0.11% |
| Monster Beverage Corp. |
17.59%
5,936
|
$351,886,000 | 0.11% |
| Snap-on, Inc. |
Opened
1,167
|
$345,761,000 | 0.10% |
| Peabody Energy Corp. |
Opened
13,635
|
$330,786,000 | 0.10% |
| Crowdstrike Holdings Inc |
53.23%
1,027
|
$329,247,000 | 0.10% |
| Northrop Grumman Corp. |
13.93%
687
|
$328,981,000 | 0.10% |
| Blackrock Inc. |
25.82%
385
|
$320,903,000 | 0.10% |
| Pinterest Inc |
22.32%
9,184
|
$318,412,000 | 0.10% |
| Palo Alto Networks Inc |
Closed
1,079
|
$318,176,000 | |
| TE Connectivity Ltd |
Closed
2,248
|
$315,888,000 | |
| Gxo Logistics Incorporated |
Opened
5,811
|
$312,398,000 | 0.09% |
| First Tr Lrg Cp Vl Alphadex |
No change
4,062
|
$310,256,000 | 0.09% |
| Zoetis Inc |
Closed
1,561
|
$308,091,000 | |
| Ishares U S Etf Tr |
2.93%
4,745
|
$358,071,000 | 0.11% |
| Armstrong World Inds Inc New |
No change
2,453
|
$304,713,000 | 0.09% |
| Tesla Inc |
30.63%
1,728
|
$303,766,000 | 0.09% |
| Autodesk Inc. |
Closed
1,241
|
$302,159,000 | |
| EQT Corp |
2.13%
7,850
|
$290,985,000 | 0.09% |
| Insulet Corporation |
Closed
1,341
|
$290,971,000 | |
| Brightspire Capital Inc |
Closed
37,724
|
$280,666,000 | |
| Strategic Trust |
Opened
9,000
|
$280,558,000 | 0.08% |
| Prudential Finl Inc |
1.85%
2,389
|
$280,488,000 | 0.08% |
| Vanguard Intl Equity Index F |
25.18%
7,546
|
$329,940,000 | 0.10% |
| T Rowe Price Etf Inc |
Opened
9,080
|
$274,489,000 | 0.08% |
| Salesforce Inc |
Closed
1,031
|
$271,298,000 | |
| Huntington Bancshares, Inc. |
4.29%
19,436
|
$271,132,000 | 0.08% |
| Elevance Health Inc |
10.81%
520
|
$269,608,000 | 0.08% |
| Phillips 66 |
3.82%
1,602
|
$261,621,000 | 0.08% |
| GSK Plc |
26.89%
6,038
|
$258,856,000 | 0.08% |
| First Tr Exchange Traded Fd |
2.59%
14,616
|
$950,155,000 | 0.29% |
| Pennantpark Invt Corp |
3.20%
36,920
|
$254,010,000 | 0.08% |
| Trade Desk Inc |
Opened
2,875
|
$251,333,000 | 0.08% |
| First Tr High Income Long / |
4.92%
21,029
|
$250,873,000 | 0.08% |
| Discover Finl Svcs |
1.55%
1,905
|
$249,726,000 | 0.08% |
| Novo-nordisk A S |
Opened
1,940
|
$249,145,000 | 0.08% |
| Novartis AG |
Opened
2,573
|
$248,917,000 | 0.08% |
| High Income Secs Fd |
Closed
38,537
|
$247,413,000 | |
| HubSpot Inc |
Closed
426
|
$247,310,000 | |
| Accenture Plc Ireland |
32.10%
713
|
$247,241,000 | 0.07% |
| Intuit Inc |
13.56%
376
|
$244,201,000 | 0.07% |
| Republic Svcs Inc |
17.55%
1,273
|
$243,684,000 | 0.07% |
| United Rentals, Inc. |
Opened
335
|
$241,571,000 | 0.07% |
| Colgate-Palmolive Co. |
0.04%
2,667
|
$240,190,000 | 0.07% |
| First Tr Value Line Divid In |
2.49%
5,592
|
$236,161,000 | 0.07% |
| Netflix Inc. |
48.88%
387
|
$235,036,000 | 0.07% |
| Medtronic Plc |
0.74%
2,690
|
$234,445,000 | 0.07% |
| L3Harris Technologies Inc |
Closed
1,111
|
$234,065,000 | |
| Energy Transfer L P |
32.27%
14,842
|
$233,465,000 | 0.07% |
| United Cmnty Bks Blairsvle G |
No change
8,870
|
$233,458,000 | 0.07% |
| Air Prods & Chems Inc |
21.03%
954
|
$231,079,000 | 0.07% |
| Diageo plc |
27.71%
1,539
|
$228,856,000 | 0.07% |
| Nike, Inc. |
29.58%
2,423
|
$227,729,000 | 0.07% |
| First Trust Lrgcp Gwt Alphad |
No change
1,833
|
$225,972,000 | 0.07% |
| Danaher Corp. |
1.85%
900
|
$224,753,000 | 0.07% |
| Dow Inc |
2.41%
3,824
|
$221,546,000 | 0.07% |
| Delta Air Lines, Inc. |
18.42%
4,540
|
$217,330,000 | 0.07% |
| Ishares Gold Tr |
Opened
5,136
|
$215,764,000 | 0.07% |
| PayPal Holdings Inc |
Closed
3,438
|
$211,128,000 | |
| Johnson Ctls Intl Plc |
Closed
3,629
|
$209,181,000 | |
| Crown Castle Inc |
Closed
1,810
|
$208,498,000 | |
| Rockwell Automation Inc |
0.83%
714
|
$208,052,000 | 0.06% |
| Thermo Fisher Scientific Inc. |
47.96%
357
|
$207,534,000 | 0.06% |
| Smith A O Corp |
Opened
2,316
|
$207,190,000 | 0.06% |
| National Fuel Gas Co. |
Opened
3,832
|
$205,855,000 | 0.06% |
| Etfis Ser Tr I |
1.17%
9,943
|
$212,207,000 | 0.06% |
| Marsh & McLennan Cos., Inc. |
Closed
1,069
|
$202,633,000 | |
| Kimberly-Clark Corp. |
Opened
1,564
|
$202,320,000 | 0.06% |
| Teledyne Technologies Inc |
48.69%
469
|
$201,351,000 | 0.06% |
| Gabelli Divid & Income Tr |
Opened
8,759
|
$201,281,000 | 0.06% |
| Cantaloupe Inc |
Opened
30,000
|
$192,900,000 | 0.06% |
| Proshares Tr |
Opened
2,123
|
$207,024,000 | 0.06% |
| Pimco High Income Fd |
30.36%
37,785
|
$186,658,000 | 0.06% |
| Ford Mtr Co Del |
7.99%
13,968
|
$185,495,000 | 0.06% |
| Us Bancorp Del |
Closed
4,206
|
$182,052,000 | |
| Brandywine Rlty Tr |
55.21%
37,451
|
$179,765,000 | 0.05% |
| Fifth Third Bancorp |
Closed
5,177
|
$178,558,000 | |
| Ishares Tr |
Opened
8,919
|
$831,549,000 | 0.25% |
| Nuveen S&p 500 Buy-write Inc |
6.24%
12,510
|
$165,510,000 | 0.05% |
| Calamos Strategic Total Retu |
Opened
10,089
|
$165,152,000 | 0.05% |
| First Tr Exchange-traded Alp |
No change
9,771
|
$598,154,000 | 0.18% |
| Invesco Exchange Traded Fd T |
Opened
4,133
|
$166,765,000 | 0.05% |
| Nuveen Amt Free Qlty Mun Inc |
25.13%
13,386
|
$148,179,000 | 0.04% |
| Oxford Square Cap Corp |
Opened
46,400
|
$147,088,000 | 0.04% |
| First Tr Abrdn Gbl Opp Incm |
14.75%
21,038
|
$138,743,000 | 0.04% |
| Dynex Cap Inc |
Opened
10,503
|
$130,756,000 | 0.04% |
| Cion Invt Corp |
Opened
11,726
|
$128,986,000 | 0.04% |
| Schwab Charles Corp |
Closed
1,860
|
$127,995,000 | |
| VanEck ETF Trust |
9.42%
3,979
|
$275,043,000 | 0.08% |
| Spdr Index Shs Fds |
3.02%
6,242
|
$224,778,000 | 0.07% |
| Warner Bros.Discovery Inc |
24.04%
12,580
|
$109,823,000 | 0.03% |
| Kayne Anderson Energy Infrst |
2.49%
10,784
|
$107,948,000 | 0.03% |
| Invesco Exch Traded Fd Tr Ii |
1.20%
17,238
|
$462,482,000 | 0.14% |
| Vodafone Group plc |
Opened
10,727
|
$95,468,000 | 0.03% |
| Vanguard Bd Index Fds |
3.57%
2,638
|
$197,854,000 | 0.06% |
| Medical Pptys Trust Inc |
23.20%
18,995
|
$89,278,000 | 0.03% |
| Sirius XM Holdings Inc |
4.50%
16,270
|
$63,128,000 | 0.02% |
| Invesco Exch Traded Fd Tr Ii |
Opened
1,456
|
$69,891,000 | 0.02% |
| Vanguard World Fd |
Opened
512
|
$47,713,000 | 0.01% |
| Hewlett Packard Enterprise C |
0.37%
2,472
|
$43,828,000 | 0.01% |
| Amplify Etf Tr |
Opened
4,588
|
$19,178,000 | 0.01% |
| Pacer Fds Tr |
Opened
200
|
$11,622,000 | 0.00% |
| Ishares Inc |
Opened
185
|
$10,650,000 | 0.00% |
| Bank America Corp |
Opened
7
|
$8,356,000 | 0.00% |
| Global X Fds |
Closed
311
|
$7,585,000 | |
| Spdr Index Shs Fds |
Opened
18
|
$946,000 | 0.00% |
| Schwab Strategic Tr |
Opened
18
|
$1,159,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 264 holdings | |||
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