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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$28.3 Million 7.1% of portfolio
127,474
Q1 2025 Reduced 0.99%
$338B
$16.2 Million 4.06% of portfolio
149,431
Q1 2025 Added 5.28%
$3.43T
$12.6 Million 3.16% of portfolio
33,524
Q1 2025 Added 6.69%
$2.1T
$8.2 Million 2.06% of portfolio
43,073
Q1 2025 Added 10.62%
$89.6B
$6.77 Million 1.7% of portfolio
55,515
Q1 2025 Added 2.34%
$778B
$6.75 Million 1.69% of portfolio
27,510
Q1 2025 Added 5.0%
$1.46B
$4.99 Million 1.25% of portfolio
124,297
Q1 2025 Reduced 1.06%
$95.4B
$4.17 Million 1.05% of portfolio
24,902
Q1 2025 Added 12.89%
$107B
$4.11 Million 1.03% of portfolio
68,505
Q1 2025 Added 2.68%
$1.01T
$4.11 Million 1.03% of portfolio
26,581
Q1 2025 Added 4.08%
$328B
$3.83 Million 0.96% of portfolio
18,302
Q1 2025 Added 1.51%
$655B
$3.76 Million 0.94% of portfolio
7,061
Q1 2025 Added 15.6%
$270B
$3.55 Million 0.89% of portfolio
21,212
Q1 2025 Added 12.88%
$163B
$3.5 Million 0.88% of portfolio
12,351
Q1 2025 New
$278B
$3.44 Million 0.86% of portfolio
21,680
Q1 2025 Added 2.12%
$431B
$3.16 Million 0.79% of portfolio
26,575
Q1 2025 Added 6.13%
$140B
$2.78 Million 0.7% of portfolio
11,914
Q1 2025 Reduced 0.98%
$232B
$2.65 Million 0.67% of portfolio
8,494
Q1 2025 Added 40.37%
$265B
$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%
$152B
$2.22 Million 0.56% of portfolio
10,494
Q1 2025 Added 13.87%
$398B
$2.11 Million 0.53% of portfolio
12,394
Q1 2025 Added 11.65%
$379B
$2.09 Million 0.53% of portfolio
5,716
Q1 2025 Added 8.32%
$236B
$2.03 Million 0.51% of portfolio
8,174
Q1 2025 Added 2.64%
$1.44T
$1.9 Million 0.48% of portfolio
3,304
Q1 2025 Added 18.08%
$0
$1.78 Million 0.45% of portfolio
114,257
Q1 2025 Added 7.59%
$131B
$1.67 Million 0.42% of portfolio
6,132
Q1 2025 Added 13.24%
$262B
$1.69 Million 0.42% of portfolio
27,415
Q1 2025 Added 15.99%
$197B
$1.6 Million 0.4% of portfolio
17,848
Q1 2025 Added 18.28%
$689B
$1.58 Million 0.4% of portfolio
1,910
Q1 2025 Added 21.12%
$310B
$1.54 Million 0.39% of portfolio
21,471
Q1 2025 Added 3.39%
$134B
$1.57 Million 0.39% of portfolio
22,165
Q1 2025 Reduced 0.53%
$4.87B
$1.5 Million 0.38% of portfolio
156,591
Q1 2025 Added 14.63%
$197B
$1.47 Million 0.37% of portfolio
11,113
Q1 2025 Added 8.89%
$28.2B
$1.38 Million 0.35% of portfolio
25,476
Q1 2025 Added 24.42%
$101B
$1.38 Million 0.35% of portfolio
3,921
Q1 2025 Added 65.03%
$181B
$1.36 Million 0.34% of portfolio
9,094
Q1 2025 Added 1.27%
$1.06T
$1.34 Million 0.34% of portfolio
8,571
Q1 2025 Added 16.33%
$587B
$1.36 Million 0.34% of portfolio
3,888
Q1 2025 Added 47.38%
$355B
$1.3 Million 0.33% of portfolio
31,218
Q1 2025 Reduced 1.47%
$864M
$1.31 Million 0.33% of portfolio
17,364
Q1 2025 Added 0.35%
$183B
$1.21 Million 0.3% of portfolio
26,713
Q1 2025 Added 16.25%
$99.8B
$1.21 Million 0.3% of portfolio
12,286
Q1 2025 Added 15.59%
$97.7B
$1.15 Million 0.29% of portfolio
4,985
Q1 2025 Added 3.64%
$53.1B
$1.11 Million 0.28% of portfolio
27,051
Q1 2025 Reduced 0.37%
$210B
$1.11 Million 0.28% of portfolio
2,026
Q1 2025 Added 17.38%
$179B
$1.11 Million 0.28% of portfolio
9,876
Q1 2025 Added 3.21%
$56.7B
$1.06 Million 0.27% of portfolio
28,032
Q1 2025 Added 11.85%
$186B
$1.08 Million 0.27% of portfolio
3,265
Q1 2025 Added 8.76%

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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