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
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