FOUNDERS FINANCIAL SECURITIES LLC at 2023-03-31

Filling information for FOUNDERS FINANCIAL SECURITIES LLC as Treemap, investor disclosed 319 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
G54950103 G54950103 LINDE PLC SHS 1535145 4319
902973304 902973304 US BANCORP DEL COM NEW 983985 27295
464287432 464287432 ISHARES TR 20 YR TR BD ETF 274435 2580
46138J825 46138J825 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 235958 11635
293306106 293306106 ENGLOBAL CORP COM 8391 17500
464287796 464287796 ISHARES TR U.S. ENERGY ETF 702648 16061
29273V100 29273V100 ENERGY TRANSFER L P COM UT LTD PTN 998261 80053
464288687 464288687 ISHARES TR PFD AND INCM SEC 405835 12999
666807102 666807102 NORTHROP GRUMMAN CORP COM 806131 1746
464287804 464287804 ISHARES TR CORE S&P SCP ETF 20967030 216826
437076102 437076102 HOME DEPOT INC COM 1676291 5680
N82405106 N82405106 STELLANTIS N.V SHS 1395428 76714
58933Y105 58933Y105 MERCK & CO INC COM 1491069 14015
369604301 369604301 GENERAL ELECTRIC CO COM NEW 294427 3080
G29183103 G29183103 EATON CORP PLC SHS 744986 4348
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 646807 7789
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 752409 3682
281020107 281020107 EDISON INTL COM 736395 10432
233051432 233051432 DBX ETF TR XTRACK USD HIGH 2089170 60120
693475105 693475105 PNC FINL SVCS GROUP INC COM 1469530 11562
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 19187503 262268
438516106 438516106 HONEYWELL INTL INC COM 1451096 7593
14020X104 14020X104 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 283638 12300
03769M106 03769M106 APOLLO GLOBAL MGMT INC COM 1323518 20955
17275R102 17275R102 CISCO SYS INC COM 2577306 49303
23666P101 23666P101 DARE BIOSCIENCE INC COM 118560 114000
83417M104 83417M104 SOLAREDGE TECHNOLOGIES INC COM 221580 729
66987V109 66987V109 NOVARTIS AG SPONSORED ADR 205068 2229
74347R107 74347R107 PROSHARES TR PSHS ULT S&P 500 378465 7539
756109104 756109104 REALTY INCOME CORP COM 1038129 16395
316188309 316188309 FIDELITY MERRIMACK STR TR TOTAL BD ETF 11838974 257369
169656105 169656105 CHIPOTLE MEXICAN GRILL INC COM 468071 274
194162103 194162103 COLGATE PALMOLIVE CO COM 418507 5569
464287515 464287515 ISHARES TR EXPANDED TECH 343092 1126
904767704 904767704 UNILEVER PLC SPON ADR NEW 1399001 26940
464287499 464287499 ISHARES TR RUS MID CAP ETF 2316170 33126
464288281 464288281 ISHARES TR JPMORGAN USD EMG 3798304 44023
92189F437 92189F437 VANECK ETF TRUST FALLEN ANGEL HG 454008 16203
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 412964 6464
59156R108 59156R108 METLIFE INC COM 581891 10043
345370860 345370860 FORD MTR CO DEL COM 194750 15456
478160104 478160104 JOHNSON & JOHNSON COM 3423253 22086
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 9889580 133951
30231G102 30231G102 EXXON MOBIL CORP COM 2752879 25104
H01301128 H01301128 ALCON AG ORD SHS 455054 6451
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 426219 1106
138035100 138035100 CANOPY GROWTH CORP COM 27277 15587
025816109 025816109 AMERICAN EXPRESS CO COM 362395 2197
14020G101 14020G101 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 506877 22568
922020805 922020805 VANGUARD MALVERN FDS STRM INFPROIDX 217772 4554
075887109 075887109 BECTON DICKINSON & CO COM 1182251 4776
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 6636283 165246
918204108 918204108 V F CORP COM 964948 42119
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM 882088 2697
464287341 464287341 ISHARES TR GLOBAL ENERG ETF 568741 15062
049468101 049468101 ATLASSIAN CORPORATION CL A 257953 1507
78464A649 78464A649 SPDR SER TR PORTFOLIO AGRGTE 8292130 321525
90353T100 90353T100 UBER TECHNOLOGIES INC COM 411878 12993
929160109 929160109 VULCAN MATLS CO COM 971373 5662
11135F101 11135F101 BROADCOM INC COM 1021973 1593
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 1250496 8120
464287242 464287242 ISHARES TR IBOXX INV CP ETF 3990511 36406
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 385787 2430
83406F102 83406F102 SOFI TECHNOLOGIES INC COM 139610 23000
518439104 518439104 LAUDER ESTEE COS INC CL A 357367 1450
81369Y860 81369Y860 SELECT SECTOR SPDR TR RL EST SEL SEC 314926 8425
91913Y100 91913Y100 VALERO ENERGY CORP COM 366105 2623
78463V107 78463V107 SPDR GOLD TR GOLD SHS 2565813 14004
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 4386083 31758
803054204 803054204 SAP SE SPON ADR 904706 7149
35952H601 35952H601 FUELCELL ENERGY INC COM 47025 16500
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 3459246 101355
053484101 053484101 AVALONBAY CMNTYS INC COM 721986 4296
949746101 949746101 WELLS FARGO CO NEW COM 1171153 31331
882508104 882508104 TEXAS INSTRS INC COM 943071 5070
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 3021467 93980
244199105 244199105 DEERE & CO COM 354857 859
855244109 855244109 STARBUCKS CORP COM 528740 5078
713448108 713448108 PEPSICO INC COM 525753 2884
464287846 464287846 ISHARES TR DOW JONES US ETF 566593 5662
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 322954 6418
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 1610752 6457
92771A101 92771A101 VIRGIN ORBIT HOLDINGS INC COMMON STOCK 2000 10000
464287671 464287671 ISHARES TR CORE S&P US GWT 4832994 54444
72201Y101 72201Y101 PIMCO DYNAMIC INCOME FD SHS 227701 12636
98978V103 98978V103 ZOETIS INC CL A 682071 4098
88160R101 88160R101 TESLA INC COM 2133311 10283
68389X105 68389X105 ORACLE CORP COM 1203593 12953
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 1134856 29181
464288869 464288869 ISHARES TR MICRO-CAP ETF 441908 4228
46435U853 46435U853 ISHARES TR BROAD USD HIGH 5137117 144504
37045V100 37045V100 GENERAL MTRS CO COM 413831 11282
33740F805 33740F805 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 7056666 156606
92204A504 92204A504 VANGUARD WORLD FDS HEALTH CAR ETF 602112 2525
922908637 922908637 VANGUARD INDEX FDS LARGE CAP ETF 1050910 5626
69374H881 69374H881 PACER FDS TR US CASH COWS 100 3475264 74021
502431109 502431109 L3HARRIS TECHNOLOGIES INC COM 309675 1578
824348106 824348106 SHERWIN WILLIAMS CO COM 511938 2278
92203J407 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 5070118 103641
464287176 464287176 ISHARES TR TIPS BD ETF 3293567 29874
464287788 464287788 ISHARES TR U.S. FINLS ETF 1222338 17182
94106L109 94106L109 WASTE MGMT INC DEL COM 806549 4943
00751Y106 00751Y106 ADVANCE AUTO PARTS INC COM 677611 5572
46625H100 46625H100 JPMORGAN CHASE & CO COM 2344553 17992
64110L106 64110L106 NETFLIX INC COM 607354 1758
165167735 165167735 CHESAPEAKE ENERGY CORP COM 449853 5916
800363103 800363103 SANDY SPRING BANCORP INC COM 212932 8196
97717W604 97717W604 WISDOMTREE TR US SMALLCAP DIVD 359231 12578
302635206 302635206 FS KKR CAP CORP COM 3379298 182665
723787107 723787107 PIONEER NAT RES CO COM 535722 2623
907818108 907818108 UNION PAC CORP COM 1046621 5200
78464A375 78464A375 SPDR SER TR PORTFOLIO INTRMD 802600 24703
41013V100 41013V100 HANCOCK JOHN TAX-ADVANTAGED COM 2048909 96103
002824100 002824100 ABBOTT LABS COM 377338 3726
238661102 238661102 DAVIDSTEA INC COM 7215 15000
464287200 464287200 ISHARES TR CORE S&P500 ETF 11536088 28063
464287150 464287150 ISHARES TR CORE S&P TTL STK 469954 5190
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 3355933 46136
464288158 464288158 ISHARES TR SHRT NAT MUN ETF 5363594 51238
78468R663 78468R663 SPDR SER TR BLOOMBERG 1-3 MO 23532731 256292
81369Y407 81369Y407 SELECT SECTOR SPDR TR SBI CONS DISCR 2491187 16659
01609W102 01609W102 ALIBABA GROUP HLDG LTD SPONSORED ADS 224796 2200
46138J833 46138J833 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 1032417 45979
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 5269167 42471
023135106 023135106 AMAZON COM INC COM 4228486 40938
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 4136510 50347
464287481 464287481 ISHARES TR RUS MD CP GR ETF 361286 3968
25434V609 25434V609 DIMENSIONAL ETF TRUST US TARGETED VLU 271316 6097
571748102 571748102 MARSH & MCLENNAN COS INC COM 423870 2545
14020V108 14020V108 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 574032 24231
032108847 032108847 AMPLIFY ETF TR HIGH INCOME 460372 39483
68620P101 68620P101 ORGANIGRAM HLDGS INC COM 7059 11030
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 4757396 36748
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 1149829 3164
20030N101 20030N101 COMCAST CORP NEW CL A 1547638 40824
464288414 464288414 ISHARES TR NATIONAL MUN ETF 810528 7523
78467V848 78467V848 SSGA ACTIVE ETF TR SPDR TR TACTIC 486000 11845
85207K107 85207K107 SPROTT PHYSICAL SILVER TR TR UNIT 135750 16277
01879R106 01879R106 ALLIANCEBERNSTEIN GLOBAL HIG COM 1425056 146611
922042676 922042676 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 203540 5017
655844108 655844108 NORFOLK SOUTHN CORP COM 227762 1074
G6095L109 G6095L109 APTIV PLC SHS 302240 2694
92204A603 92204A603 VANGUARD WORLD FDS INDUSTRIAL ETF 307212 1613
70450Y103 70450Y103 PAYPAL HLDGS INC COM 425720 5606
46429B689 46429B689 ISHARES TR MSCI EAFE MIN VL 1369439 20243
33735T109 33735T109 FIRST TR STOXX EUROPEAN SELE COMMON SHS 190863 16362
191216100 191216100 COCA COLA CO COM 2427150 39129
30303M102 30303M102 META PLATFORMS INC CL A 1252353 5909
921937827 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 10140891 132578
464287440 464287440 ISHARES TR 7-10 YR TRSY BD 2279661 22999
78464A409 78464A409 SPDR SER TR PRTFLO S&P500 GW 36765240 664112
464287226 464287226 ISHARES TR CORE US AGGBD ET 6226185 62487
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 535953 2194
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 1189257 2905
609207105 609207105 MONDELEZ INTL INC CL A 1177292 16886
92532F100 92532F100 VERTEX PHARMACEUTICALS INC COM 231261 734
78464A870 78464A870 SPDR SER TR S&P BIOTECH 362455 4756
81141R100 81141R100 SEA LTD SPONSORD ADS 201835 2332
487836108 487836108 KELLOGG CO COM 267840 4000
233331107 233331107 DTE ENERGY CO COM 214808 1961
464288588 464288588 ISHARES TR MBS ETF 637154 6726
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 2228749 29832
81369Y886 81369Y886 SELECT SECTOR SPDR TR SBI INT-UTILS 2294691 33900
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 4570257 93672
78464A763 78464A763 SPDR SER TR S&P DIVID ETF 2206676 17837
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 533780 13048
92206C870 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 261277 3257
166764100 166764100 CHEVRON CORP NEW COM 1069112 6553
863667101 863667101 STRYKER CORPORATION COM 814937 2855
46138B103 46138B103 INVESCO DB COMMDY INDX TRCK UNIT 629157 26502
46141D203 46141D203 INVESCO DB US DLR INDEX TR BULLISH FD 5096771 182811
532457108 532457108 LILLY ELI & CO COM 640489 1865
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 282336 7155
464287168 464287168 ISHARES TR SELECT DIVID ETF 996573 8505
816851109 816851109 SEMPRA COM 1357232 8979
N07059210 N07059210 ASML HOLDING N V N Y REGISTRY SHS 560905 824
25434V831 25434V831 DIMENSIONAL ETF TRUST US HIGH PROFITAB 10963051 436080
03524A108 03524A108 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 1006222 15079
88034P109 88034P109 TENCENT MUSIC ENTMT GROUP SPON ADS 86940 10500
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 17731728 392555
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 850146 1475
654106103 654106103 NIKE INC CL B 1072119 8742
001055102 001055102 AFLAC INC COM 295591 4581
78468R622 78468R622 SPDR SER TR BLOOMBERG HIGH Y 481344 5186
25434V708 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 897278 35215
00214Q104 00214Q104 ARK ETF TR INNOVATION ETF 3180083 78832
25243Q205 25243Q205 DIAGEO PLC SPON ADR NEW 782879 4321
46429B655 46429B655 ISHARES TR FLTG RATE NT ETF 283998 5636
98138H101 98138H101 WORKDAY INC CL A 300516 1455
89417E109 89417E109 TRAVELERS COMPANIES INC COM 1105882 6452
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 1352408 38096
78467Y107 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1544842 3370
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 444065 10992
46429B671 46429B671 ISHARES TR MSCI CHINA ETF 1824827 36577
17259U204 17259U204 CION INVT CORP COM 413484 41893
693506107 693506107 PPG INDS INC COM 873079 6536
41653L305 41653L305 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 228650 6725
92826C839 92826C839 VISA INC COM CL A 2409025 10685
773903109 773903109 ROCKWELL AUTOMATION INC COM 296971 1012
02079K107 02079K107 ALPHABET INC CAP STK CL C 599144 5761
05156X884 05156X884 AURORA CANNABIS INC COM 6973 10000
46137V373 46137V373 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 834060 4894
46137V589 46137V589 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 301430 29815
25434V302 25434V302 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 14245167 618817
67066G104 67066G104 NVIDIA CORPORATION COM 4891599 17610
037833100 037833100 APPLE INC COM 12837485 77850
46434G855 46434G855 ISHARES INC MSCI GBL GOLD MN 333100 13234
617446448 617446448 MORGAN STANLEY COM NEW 238816 2720
922042742 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 287321 3120
808513105 808513105 SCHWAB CHARLES CORP COM 887737 16948
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 2871457 6076
922908538 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 628999 3227
46138J817 46138J817 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 685595 30498
00162Q452 00162Q452 ALPS ETF TR ALERIAN MLP 1455395 37656
92204A207 92204A207 VANGUARD WORLD FDS CONSUM STP ETF 398046 2057
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 316764 4861
911312106 911312106 UNITED PARCEL SERVICE INC CL B 1365690 7040
14020W106 14020W106 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 647717 25971
29444U700 29444U700 EQUINIX INC COM 367009 509
922907746 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 8902735 175735
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 1460173 4729
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 355870 1393
579780206 579780206 MCCORMICK & CO INC COM NON VTG 392498 4717
052800109 052800109 AUTOLIV INC COM 1055248 11303
75644T100 75644T100 RED CAT HLDGS INC COM 10400 10000
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 1166393 11056
81369Y852 81369Y852 SELECT SECTOR SPDR TR COMMUNICATION 1664203 28708
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 417568 1461
62914V106 62914V106 NIO INC SPON ADS 215455 20500
651639106 651639106 NEWMONT CORP COM 1126725 22985
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 584332 4358
026874784 026874784 AMERICAN INTL GROUP INC COM NEW 417132 8283
458140100 458140100 INTEL CORP COM 816241 24984
007903107 007903107 ADVANCED MICRO DEVICES INC COM 269135 2746
717081103 717081103 PFIZER INC COM 1226415 30059
45783Y814 45783Y814 INNOVATOR ETFS TR LADERD ALCTN PWR 2918822 81254
931142103 931142103 WALMART INC COM 1792722 12158
00287Y109 00287Y109 ABBVIE INC COM 543295 3409
22160K105 22160K105 COSTCO WHSL CORP NEW COM 2002101 4029
97717X669 97717X669 WISDOMTREE TR US QTLY DIV GRT 256591 4116
539830109 539830109 LOCKHEED MARTIN CORP COM 1038242 2196
46138G664 46138G664 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 363702 3243
61174X109 61174X109 MONSTER BEVERAGE CORP NEW COM 564026 10443
69608A108 69608A108 PALANTIR TECHNOLOGIES INC CL A 119813 14179
086516101 086516101 BEST BUY INC COM 1211228 15475
G5960L103 G5960L103 MEDTRONIC PLC SHS 1338050 16597
742718109 742718109 PROCTER AND GAMBLE CO COM 3415873 22973
464286608 464286608 ISHARES INC MSCI EURZONE ETF 4983098 110539
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 6523750 43201
697435105 697435105 PALO ALTO NETWORKS INC COM 631378 3161
33738R506 33738R506 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1056823 23553
097023105 097023105 BOEING CO COM 242129 1140
91232N207 91232N207 UNITED STS OIL FD LP UNITS 334924 5041
297178105 297178105 ESSEX PPTY TR INC COM 1346443 6438
641876800 641876800 NEW AMER HIGH INCOME FD INC COM NEW 313396 46020
14040H105 14040H105 CAPITAL ONE FINL CORP COM 399737 4157
316092600 316092600 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 374059 6085
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 16535121 51523
65339F101 65339F101 NEXTERA ENERGY INC COM 423632 5496
718172109 718172109 PHILIP MORRIS INTL INC COM 271801 2795
06759L103 06759L103 BARINGS BDC INC COM 148780 18738
92204A876 92204A876 VANGUARD WORLD FDS UTILITIES ETF 210068 1424
384802104 384802104 GRAINGER W W INC COM 645415 937
46137V357 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2320862 16048
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 361756 2028
009066101 009066101 AIRBNB INC COM CL A 221432 1780
79466L302 79466L302 SALESFORCE INC COM 591748 2962
254687106 254687106 DISNEY WALT CO COM 1121966 11205
594918104 594918104 MICROSOFT CORP COM 8028800 27849
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 220274 6330
44107P104 44107P104 HOST HOTELS & RESORTS INC COM 1066771 64692
92189F106 92189F106 VANECK ETF TRUST GOLD MINERS ETF 277822 8588
46428Q109 46428Q109 ISHARES SILVER TR ISHARES 236352 10685
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 1599828 12204
833592207 833592207 SOBR SAFE INC COM NEW 58053 26150
922908595 922908595 VANGUARD INDEX FDS SML CP GRW ETF 467109 2158
031162100 031162100 AMGEN INC COM 1242837 5141
26884L109 26884L109 EQT CORP COM 395844 12405
46434G822 46434G822 ISHARES INC MSCI JPN ETF NEW 4874557 83056
81369Y704 81369Y704 SELECT SECTOR SPDR TR SBI INT-INDS 1600434 15818
464288182 464288182 ISHARES TR MSCI AC ASIA ETF 2600846 38321
74348A210 74348A210 PROSHARES TR SHRT RUSSELL2000 1764456 73611
46138J841 46138J841 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 449480 21830
78409V104 78409V104 S&P GLOBAL INC COM 600589 1742
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 2164762 26135
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 13294499 63031
72201R775 72201R775 PIMCO ETF TR ACTIVE BD ETF 6428388 69305
252131107 252131107 DEXCOM INC COM 345519 2974
74347B714 74347B714 PROSHARES TR SHORT QQQ NEW 1570063 128905
46434V860 46434V860 ISHARES TR TRS FLT RT BD 13483044 266516
47103U852 47103U852 JANUS DETROIT STR TR HENDERSON MTG 239987 5140
464288810 464288810 ISHARES TR U.S. MED DVC ETF 1285338 23811
464287408 464287408 ISHARES TR S&P 500 VAL ETF 451825 2977
950810101 950810101 WESBANCO INC COM 218676 7123
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 4023132 19712
848637104 848637104 SPLUNK INC COM 285722 2980
33739E108 33739E108 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 409935 25685
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 584132 4965
46138G102 46138G102 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 832093 19648
97717Y527 97717Y527 WISDOMTREE TR FLOATNG RAT TREA 6158125 122501
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 8526049 127540
81369Y100 81369Y100 SELECT SECTOR SPDR TR SBI MATERIALS 581397 7208
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 2432503 6468
464287507 464287507 ISHARES TR CORE S&P MCP ETF 9027158 36086
378973408 378973408 GLOBALSTAR INC COM 79408 68455
78464A508 78464A508 SPDR SER TR PRTFLO S&P500 VL 33871751 831821
375558103 375558103 GILEAD SCIENCES INC COM 214689 2588
464286327 464286327 ISHARES INC MSCI GLB SLV&MTL 399931 34898
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 2630122 26857
149123101 149123101 CATERPILLAR INC COM 867885 3793
02079K305 02079K305 ALPHABET INC CAP STK CL A 439400 4236
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 1371784 19792
969457100 969457100 WILLIAMS COS INC COM 1364423 45694
46435G326 46435G326 ISHARES TR CORE MSCI INTL 3644890 60276
580135101 580135101 MCDONALDS CORP COM 774610 2770
22717L101 22717L101 CRONOS GROUP INC COM 37830 19500
46432F859 46432F859 ISHARES TR CORE 1 5 YR USD 8894473 188622
29250N105 29250N105 ENBRIDGE INC COM 1417387 37153
29355A107 29355A107 ENPHASE ENERGY INC COM 725466 3450

FOUNDERS FINANCIAL SECURITIES LLC on Holdings Channel

FOUNDERS FINANCIAL SECURITIES LLC on whalewisdom