Founders Financial Alliance, LLC Portfolio Holdings

Founders Financial Alliance, LLC

  • $356 Million
  • Q4 2024

Founders Financial Alliance, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $356 Million distributed in 576 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.2M, Nvidia Corp with a value of $19.1M, Microsoft Corp with a value of $13.2M, Amazon Com Inc with a value of $8.54M, and Pgim ETF Tr with a value of $7.66M.

Examining the 13F form we can see an increase of $4.07M in the current position value, from $352M to 356M.

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 $356 Million
ETFs: $130 Million
Technology: $81.5 Million
Financial Services: $35.9 Million
Consumer Cyclical: $20.7 Million
Industrials: $16.7 Million
Consumer Defensive: $16 Million
Communication Services: $12.9 Million
Healthcare: $12.3 Million
Other: $28.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.66 Million 2.15% of portfolio
154,545
Q4 2024 Reduced 1.76%
$0
$7.37 Million 2.07% of portfolio
80,657
Q4 2024 Reduced 1.18%
$0
$6.28 Million 1.76% of portfolio
73,276
Q4 2024 Reduced 11.34%
$0
$5.12 Million 1.44% of portfolio
8,728
Q4 2024 Added 0.53%
$0
$5.04 Million 1.41% of portfolio
98,375
Q4 2024 Added 0.39%
$0
$4.56 Million 1.28% of portfolio
83,441
Q4 2024 Reduced 3.68%
$0
$4.33 Million 1.22% of portfolio
53,518
Q4 2024 Added 7.37%
$0
$4.32 Million 1.21% of portfolio
10,750
Q4 2024 Reduced 2.4%
$0
$3.55 Million 1.0% of portfolio
70,406
Q4 2024 Reduced 16.29%
$0
$3.56 Million 1.0% of portfolio
8,376
Q4 2024 Added 0.38%
$0
$3.48 Million 0.98% of portfolio
77,575
Q4 2024 Added 11.21%
$0
$3.17 Million 0.89% of portfolio
24,849
Q4 2024 Reduced 2.76%
$0
$2.62 Million 0.73% of portfolio
14,146
Q4 2024 Reduced 0.21%
$0
$2.52 Million 0.71% of portfolio
49,344
Q4 2024 Added 4.22%
$0
$2.49 Million 0.7% of portfolio
4,229
Q4 2024 Added 9.67%
$0
$2.17 Million 0.61% of portfolio
53,503
Q2 2024 Reduced 4.96%
$0
$1.95 Million 0.55% of portfolio
3,628
Q4 2024 Added 36.03%
$0
$1.8 Million 0.51% of portfolio
46,924
Q4 2024 Added 0.54%
$0
$1.82 Million 0.51% of portfolio
53,925
Q4 2024 Reduced 5.85%
$0
$1.6 Million 0.45% of portfolio
3,890
Q4 2024 Reduced 1.42%
$0
$1.56 Million 0.44% of portfolio
20,036
Q4 2024 Added 1.34%
$0
$1.49 Million 0.42% of portfolio
29,119
Q4 2024 Added 7.85%
$0
$1.5 Million 0.42% of portfolio
8,243
Q4 2024 Added 3.8%
$0
$1.39 Million 0.39% of portfolio
2,714
Q4 2024 Reduced 3.14%
$0
$1.31 Million 0.37% of portfolio
7,501
Q4 2024 Added 100.62%
$0
$1.3 Million 0.36% of portfolio
25,845
Q4 2024 Reduced 15.81%
$0
$1.27 Million 0.36% of portfolio
5,462
Q4 2024 Added 0.2%
$0
$1.22 Million 0.34% of portfolio
5,063
Q4 2024 Reduced 1.04%
$0
$1.23 Million 0.34% of portfolio
44,978
Q4 2024 Added 192.54%
$0
$1.16 Million 0.32% of portfolio
6,836
Q4 2024 Reduced 2.12%
$0
$1.09 Million 0.31% of portfolio
22,617
Q4 2024 Reduced 5.34%
$0
$1.01 Million 0.28% of portfolio
9,457
Q4 2024 Reduced 0.79%
$0
$801,000 0.22% of portfolio
17,277
Q3 2024 Reduced 25.13%
$0
$783,000 0.22% of portfolio
4,796
Q4 2024 Added 0.13%
$0
$735,000 0.21% of portfolio
40,385
Q4 2024 Reduced 2.25%
$0
$754,000 0.21% of portfolio
4,664
Q4 2024 Added 967.28%
$0
$732,000 0.21% of portfolio
3,115
Q4 2024 Added 81.32%
$0
$727,000 0.2% of portfolio
12,823
Q4 2024 Reduced 6.92%
$0
$690,000 0.19% of portfolio
8,426
Q4 2024 Added 0.1%
$0
$684,000 0.19% of portfolio
16,325
Q4 2024 Added 7.7%
$0
$681,000 0.19% of portfolio
2,686
Q4 2024 Added 4,783.64%
$0
$639,000 0.18% of portfolio
33,115
Q4 2024 Added 13.0%
$0
$642,000 0.18% of portfolio
1,033
Q4 2024 Added 0.1%
$0
$617,000 0.17% of portfolio
12,921
Q4 2024 Reduced 1.59%
$15.8B
$599,000 0.17% of portfolio
22,750
Q3 2024 Reduced 0.44%
$105B
$566,000 0.16% of portfolio
2,339
Q4 2024 Reduced 0.85%
$0
$578,000 0.16% of portfolio
9,289
Q4 2024 Added 1.65%
$0
$533,000 0.15% of portfolio
4,049
Q4 2024 Reduced 0.02%
$0
$517,000 0.15% of portfolio
7,361
Q4 2024 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 576
  • Current Value $356 Million
  • Prior Value $352 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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