Founders Financial Alliance, LLC Portfolio Holdings

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025

Founders Financial Alliance, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $399 Million distributed in 659 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.3M, Nvidia Corp with a value of $16.2M, Microsoft Corp with a value of $12.6M, Pgim ETF Tr with a value of $8.42M, and Amazon Com Inc with a value of $8.2M.

Examining the 13F form we can see an increase of $42.5M in the current position value, from $356M to 399M.

Founders Financial Alliance, LLC is based out at Raleigh, NC

Below you can find more details about Founders Financial Alliance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $399 Million
ETFs: $146 Million
Technology: $77.9 Million
Financial Services: $45.1 Million
Consumer Cyclical: $23.1 Million
Industrials: $19.3 Million
Consumer Defensive: $18.4 Million
Healthcare: $17.7 Million
Communication Services: $14.7 Million
Other: $34.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$28.3 Million 7.1% of portfolio
127,474
Q1 2025 Reduced 0.99%
$416B
$16.2 Million 4.06% of portfolio
149,431
Q1 2025 Added 5.28%
$3.77T
$12.6 Million 3.16% of portfolio
33,524
Q1 2025 Added 6.69%
$0
$8.42 Million 2.11% of portfolio
169,382
Q1 2025 Added 9.6%
$2.32T
$8.2 Million 2.06% of portfolio
43,073
Q1 2025 Added 10.62%
$93B
$6.77 Million 1.7% of portfolio
55,515
Q1 2025 Added 2.34%
$855B
$6.75 Million 1.69% of portfolio
27,510
Q1 2025 Added 5.0%
$0
$6.66 Million 1.67% of portfolio
71,297
Q1 2025 Reduced 2.7%
$0
$6.62 Million 1.66% of portfolio
72,154
Q1 2025 Reduced 10.54%
$0
$6.19 Million 1.55% of portfolio
11,012
Q1 2025 Added 160.39%
$0
$5.59 Million 1.4% of portfolio
10,000
Q1 2025 Added 14.57%
$1.67B
$4.99 Million 1.25% of portfolio
124,297
Q1 2025 Reduced 1.06%
$0
$4.82 Million 1.21% of portfolio
95,299
Q1 2025 Added 35.36%
$0
$4.76 Million 1.19% of portfolio
102,315
Q1 2025 Added 4.01%
$0
$4.33 Million 1.08% of portfolio
84,506
Q1 2025 Added 1.28%
$0
$4.21 Million 1.06% of portfolio
8,974
Q1 2025 Added 230.66%
$113B
$4.17 Million 1.05% of portfolio
24,902
Q1 2025 Added 12.89%
$0
$4.15 Million 1.04% of portfolio
9,894
Q1 2025 Added 18.12%
$107B
$4.11 Million 1.03% of portfolio
68,505
Q1 2025 Added 2.68%
$1.14T
$4.11 Million 1.03% of portfolio
26,581
Q1 2025 Added 4.08%
$331B
$3.83 Million 0.96% of portfolio
18,302
Q1 2025 Added 1.51%
$622B
$3.76 Million 0.94% of portfolio
7,061
Q1 2025 Added 15.6%
$0
$3.64 Million 0.91% of portfolio
10,068
Q1 2025 Reduced 6.34%
$294B
$3.55 Million 0.89% of portfolio
21,212
Q1 2025 Added 12.88%
$145B
$3.5 Million 0.88% of portfolio
12,351
Q1 2025 New
$256B
$3.44 Million 0.86% of portfolio
21,680
Q1 2025 Added 2.12%
$0
$3.43 Million 0.86% of portfolio
84,123
Q1 2025 Added 8.44%
$0
$3.25 Million 0.82% of portfolio
25,225
Q1 2025 Added 1.51%
$452B
$3.16 Million 0.79% of portfolio
26,575
Q1 2025 Added 6.13%
$439B
$3.06 Million 0.77% of portfolio
18,474
Q1 2025 Added 3.05%
$141B
$2.78 Million 0.7% of portfolio
11,914
Q1 2025 Reduced 0.98%
$220B
$2.65 Million 0.67% of portfolio
8,494
Q1 2025 Added 40.37%
$0
$2.56 Million 0.64% of portfolio
51,603
Q1 2025 Added 4.58%
$0
$2.54 Million 0.64% of portfolio
13,521
Q1 2025 Reduced 4.42%
$260B
$2.43 Million 0.61% of portfolio
27,670
Q1 2025 Added 10.59%
$195B
$2.41 Million 0.6% of portfolio
85,317
Q1 2025 Added 3.99%
$0
$2.33 Million 0.58% of portfolio
34,210
Q1 2025 Added 20.29%
$0
$2.27 Million 0.57% of portfolio
4,412
Q1 2025 Added 21.61%
$159B
$2.22 Million 0.56% of portfolio
10,494
Q1 2025 Added 13.87%
$375B
$2.11 Million 0.53% of portfolio
12,394
Q1 2025 Added 11.65%
$0
$2.11 Million 0.53% of portfolio
42,371
Q1 2025 Added 87.34%
$380B
$2.09 Million 0.53% of portfolio
5,716
Q1 2025 Added 8.32%
$253B
$2.03 Million 0.51% of portfolio
8,174
Q1 2025 Added 2.64%
$1.58T
$1.9 Million 0.48% of portfolio
3,304
Q1 2025 Added 18.08%
$0
$1.86 Million 0.47% of portfolio
10,755
Q1 2025 Added 43.38%
$0
$1.78 Million 0.45% of portfolio
114,257
Q1 2025 Added 7.59%
$0
$1.75 Million 0.44% of portfolio
22,059
Q1 2025 Added 10.1%
$0
$1.72 Million 0.43% of portfolio
9,429
Q1 2025 Added 14.39%
$148B
$1.67 Million 0.42% of portfolio
6,132
Q1 2025 Added 13.24%

Summary

  • Portfolio
  • No. of Stocks 659
  • Current Value $399 Million
  • Prior Value $356 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 82 stocks
  • Additional Purchases 308 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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