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Founders Financial Alliance, LLC Buys ARK Next Generation Internet ETF, Amplify CPW Enhanced Dividend Income ETF, Guggenheim Strategic Opportunities Fund, Sells UnitedHealth Group Inc, iShares Asia 50 ETF, Twitter Inc

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Nov 15, 2021
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Investment company Founders Financial Alliance, LLC (Current Portfolio) buys ARK Next Generation Internet ETF, Amplify CPW Enhanced Dividend Income ETF, Guggenheim Strategic Opportunities Fund, EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND, Nationwide Risk-Managed Income ETF, sells UnitedHealth Group Inc, iShares Asia 50 ETF, Twitter Inc, Vertex Pharmaceuticals Inc, Broadcom Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Founders Financial Alliance, LLC. As of 2021Q3, Founders Financial Alliance, LLC owns 457 stocks with a total value of $213 million. These are the details of the buys and sells.

For the details of Founders Financial Alliance, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/founders+financial+alliance%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Founders Financial Alliance, LLC
  1. Apple Inc (AAPL) - 126,988 shares, 8.44% of the total portfolio. Shares added by 0.27%
  2. Microsoft Corp (MSFT) - 27,665 shares, 3.66% of the total portfolio. Shares reduced by 2.55%
  3. First Bancorp (FBNC) - 165,181 shares, 3.34% of the total portfolio. Shares added by 0.25%
  4. Duke Energy Corp (DUK) - 47,271 shares, 2.17% of the total portfolio. Shares reduced by 0.66%
  5. Amazon.com Inc (AMZN) - 1,402 shares, 2.16% of the total portfolio. Shares reduced by 6.78%
New Purchase: Amplify CPW Enhanced Dividend Income ETF (DIVO)

Founders Financial Alliance, LLC initiated holding in Amplify CPW Enhanced Dividend Income ETF. The purchase prices were between $34.78 and $36.55, with an estimated average price of $35.87. The stock is now traded at around $37.310000. The impact to a portfolio due to this purchase was 0.27%. The holding were 16,259 shares as of 2021-09-30.

New Purchase: Danaher Corp (DHR)

Founders Financial Alliance, LLC initiated holding in Danaher Corp. The purchase prices were between $272.21 and $332.43, with an estimated average price of $306.96. The stock is now traded at around $301.220000. The impact to a portfolio due to this purchase was 0.12%. The holding were 811 shares as of 2021-09-30.

New Purchase: CrowdStrike Holdings Inc (CRWD)

Founders Financial Alliance, LLC initiated holding in CrowdStrike Holdings Inc. The purchase prices were between $232.8 and $286.37, with an estimated average price of $258.27. The stock is now traded at around $251.380000. The impact to a portfolio due to this purchase was 0.11%. The holding were 924 shares as of 2021-09-30.

New Purchase: Accenture PLC (ACN)

Founders Financial Alliance, LLC initiated holding in Accenture PLC. The purchase prices were between $300 and $344.43, with an estimated average price of $325.26. The stock is now traded at around $369.880000. The impact to a portfolio due to this purchase was 0.1%. The holding were 670 shares as of 2021-09-30.

New Purchase: AGNC Investment Corp (AGNC)

Founders Financial Alliance, LLC initiated holding in AGNC Investment Corp. The purchase prices were between $15.74 and $17.01, with an estimated average price of $16.21. The stock is now traded at around $16.025000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,585 shares as of 2021-09-30.

New Purchase: Global X Russell 2000 Covered Call ETF (RYLD)

Founders Financial Alliance, LLC initiated holding in Global X Russell 2000 Covered Call ETF. The purchase prices were between $23.57 and $25.02, with an estimated average price of $24.51. The stock is now traded at around $25.644500. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,797 shares as of 2021-09-30.

Added: ARK Next Generation Internet ETF (ARKW)

Founders Financial Alliance, LLC added to a holding in ARK Next Generation Internet ETF by 119.43%. The purchase prices were between $137.41 and $154.33, with an estimated average price of $147.76. The stock is now traded at around $154.830000. The impact to a portfolio due to this purchase was 0.42%. The holding were 11,946 shares as of 2021-09-30.

Added: Guggenheim Strategic Opportunities Fund (GOF)

Founders Financial Alliance, LLC added to a holding in Guggenheim Strategic Opportunities Fund by 93.32%. The purchase prices were between $18.92 and $21.98, with an estimated average price of $21.31. The stock is now traded at around $18.980000. The impact to a portfolio due to this purchase was 0.25%. The holding were 57,574 shares as of 2021-09-30.

Added: EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT)

Founders Financial Alliance, LLC added to a holding in EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND by 110.31%. The purchase prices were between $26.88 and $28.77, with an estimated average price of $27.92. The stock is now traded at around $29.310100. The impact to a portfolio due to this purchase was 0.2%. The holding were 29,963 shares as of 2021-09-30.

Added: Nationwide Risk-Managed Income ETF (NUSI)

Founders Financial Alliance, LLC added to a holding in Nationwide Risk-Managed Income ETF by 1312.40%. The purchase prices were between $27.26 and $28.45, with an estimated average price of $27.93. The stock is now traded at around $28.410000. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,124 shares as of 2021-09-30.

Added: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Founders Financial Alliance, LLC added to a holding in Recon Capital NASDAQ-100 Covered Call ETF by 149.31%. The purchase prices were between $21.48 and $22.73, with an estimated average price of $22.16. The stock is now traded at around $22.905000. The impact to a portfolio due to this purchase was 0.16%. The holding were 24,789 shares as of 2021-09-30.

Added: First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)

Founders Financial Alliance, LLC added to a holding in First Trust NASDAQ Rising Dividend Achievers ETF by 93.71%. The purchase prices were between $46.3 and $49.77, with an estimated average price of $48.33. The stock is now traded at around $51.829200. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,684 shares as of 2021-09-30.

Sold Out: Twitter Inc (TWTR)

Founders Financial Alliance, LLC sold out a holding in Twitter Inc. The sale prices were between $59.66 and $71.69, with an estimated average price of $65.71.

Sold Out: iShares Asia 50 ETF (AIA)

Founders Financial Alliance, LLC sold out a holding in iShares Asia 50 ETF. The sale prices were between $77.54 and $90.86, with an estimated average price of $83.64.

Sold Out: Vertex Pharmaceuticals Inc (VRTX)

Founders Financial Alliance, LLC sold out a holding in Vertex Pharmaceuticals Inc. The sale prices were between $181.39 and $202.99, with an estimated average price of $195.37.

Sold Out: Seagate Technology Holdings PLC (STX)

Founders Financial Alliance, LLC sold out a holding in Seagate Technology Holdings PLC. The sale prices were between $81.57 and $94.13, with an estimated average price of $87.06.

Sold Out: Johnson Controls International PLC (JCI)

Founders Financial Alliance, LLC sold out a holding in Johnson Controls International PLC. The sale prices were between $68.03 and $75.77, with an estimated average price of $72.23.

Sold Out: Biogen Inc (BIIB)

Founders Financial Alliance, LLC sold out a holding in Biogen Inc. The sale prices were between $282.99 and $369.05, with an estimated average price of $328.16.



Here is the complete portfolio of Founders Financial Alliance, LLC. Also check out:

1. Founders Financial Alliance, LLC's Undervalued Stocks
2. Founders Financial Alliance, LLC's Top Growth Companies, and
3. Founders Financial Alliance, LLC's High Yield stocks
4. Stocks that Founders Financial Alliance, LLC keeps buying
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