Founders Financial Alliance, LLC Portfolio Holdings

Founders Financial Alliance, LLC

  • $352 Million
  • Q3 2024

Founders Financial Alliance, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $352 Million distributed in 588 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.8M, Nvidia Corp with a value of $17.6M, Microsoft Corp with a value of $13.4M, Pgim ETF Tr with a value of $7.83M, and Spdr Bloomberg 1 3 Month T Bil with a value of $7.49M.

Examining the 13F form we can see an increase of $20M in the current position value, from $332M to 352M.

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 $352 Million
ETFs: $130 Million
Technology: $76.9 Million
Financial Services: $34 Million
Consumer Cyclical: $17.9 Million
Industrials: $16.5 Million
Healthcare: $16.5 Million
Consumer Defensive: $15.8 Million
Communication Services: $11.5 Million
Other: $31.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.83 Million 2.22% of portfolio
157,307
Q3 2024 Added 8.76%
$0
$7.49 Million 2.13% of portfolio
81,620
Q3 2024 Added 4.22%
$0
$7.26 Million 2.06% of portfolio
82,649
Q3 2024 Reduced 2.24%
$0
$5.05 Million 1.43% of portfolio
97,992
Q3 2024 Reduced 0.29%
$0
$4.98 Million 1.41% of portfolio
8,682
Q3 2024 Reduced 5.23%
$0
$4.74 Million 1.34% of portfolio
86,626
Q3 2024 Reduced 2.3%
$0
$4.27 Million 1.21% of portfolio
84,107
Q3 2024 Added 3.43%
$0
$4.15 Million 1.18% of portfolio
49,846
Q3 2024 Reduced 1.48%
$0
$4.13 Million 1.17% of portfolio
11,014
Q3 2024 Reduced 3.38%
$0
$3.53 Million 1.0% of portfolio
8,344
Q3 2024 Added 1.99%
$0
$3.28 Million 0.93% of portfolio
25,554
Q3 2024 Reduced 1.95%
$0
$3.17 Million 0.9% of portfolio
69,758
Q3 2024 Added 4.24%
$0
$2.69 Million 0.76% of portfolio
14,176
Q3 2024 Reduced 0.08%
$0
$2.42 Million 0.69% of portfolio
47,345
Q3 2024 Added 0.79%
$0
$2.2 Million 0.63% of portfolio
53,503
Q2 2024 Reduced 4.96%
$0
$2.22 Million 0.63% of portfolio
3,856
Q3 2024 Added 1.61%
$0
$2.02 Million 0.57% of portfolio
28,788
Q3 2024 Added 1.71%
$0
$1.77 Million 0.5% of portfolio
46,674
Q3 2024 Added 3.66%
$0
$1.55 Million 0.44% of portfolio
19,772
Q3 2024 Reduced 10.9%
$0
$1.54 Million 0.44% of portfolio
30,698
Q3 2024 Added 82.08%
$0
$1.51 Million 0.43% of portfolio
3,946
Q3 2024 Added 2.33%
$0
$1.43 Million 0.41% of portfolio
27,000
Q3 2024 Added 4.78%
$0
$1.45 Million 0.41% of portfolio
7,941
Q3 2024 Added 1.29%
$0
$1.41 Million 0.4% of portfolio
2,667
Q2 2024 Added 1.87%
$0
$1.37 Million 0.39% of portfolio
2,802
Q3 2024 Reduced 5.97%
$0
$1.3 Million 0.37% of portfolio
15,375
Q3 2024 Added 0.33%
$0
$1.22 Million 0.35% of portfolio
6,984
Q3 2024 Added 1.38%
$0
$1.23 Million 0.35% of portfolio
5,451
Q3 2024 Added 1.09%
$0
$1.21 Million 0.34% of portfolio
5,116
Q3 2024 Reduced 3.36%
$0
$1.08 Million 0.31% of portfolio
9,532
Q3 2024 Reduced 3.03%
$0
$1.08 Million 0.31% of portfolio
23,894
Q3 2024 Reduced 6.12%
$0
$877,000 0.25% of portfolio
13,776
Q3 2024 Reduced 3.79%
$0
$833,000 0.24% of portfolio
4,790
Q3 2024 Added 0.06%
$0
$834,000 0.24% of portfolio
17,277
Q3 2024 Reduced 25.13%
$0
$745,000 0.21% of portfolio
41,315
Q3 2024 Added 5.06%
$0
$693,000 0.2% of portfolio
13,130
Q3 2024 Added 2.94%
$0
$699,000 0.2% of portfolio
8,418
Q3 2024 Added 0.06%
$0
$669,000 0.19% of portfolio
3,739
Q3 2024 Added 31.1%
$0
$629,000 0.18% of portfolio
15,158
Q3 2024 Added 8.77%
$14.7B
$646,000 0.18% of portfolio
22,750
Q3 2024 Reduced 0.44%
$0
$605,000 0.17% of portfolio
1,032
Q3 2024 Added 0.1%
$86.5B
$573,000 0.16% of portfolio
2,359
Q2 2024 Added 2.25%
$0
$556,000 0.16% of portfolio
18,460
Q3 2024 Added 1.37%
$0
$548,000 0.16% of portfolio
4,050
Q3 2024 Added 4.27%
$0
$569,000 0.16% of portfolio
9,138
Q3 2024 Reduced 1.35%
$0
$556,000 0.16% of portfolio
29,306
Q3 2024 Added 18.61%
$0
$575,000 0.16% of portfolio
7,370
Q2 2024 Reduced 1.23%
$0
$538,000 0.15% of portfolio
4,606
Q3 2024 Reduced 2.6%
$0
$521,000 0.15% of portfolio
5,920
Q3 2024 Added 6.07%

Summary

  • Portfolio
  • No. of Stocks 588
  • Current Value $352 Million
  • Prior Value $332 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 214 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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