Founders Financial Alliance, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $325 Million distributed in 557 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.8M, Nvidia Corp with a value of $16.5M, Microsoft Corp with a value of $12.6M, Energy Sector Spdr with a value of $7.88M, and Pgim ETF Tr with a value of $6.96M.
Examining the 13F form we can see an increase of $68.9M in the current position value, from $256M to 325M.
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
$325 Million
ETFs: $119 Million
Technology: $66.4 Million
Financial Services: $32.9 Million
Consumer Cyclical: $17.4 Million
Healthcare: $16.2 Million
Industrials: $15.2 Million
Consumer Defensive: $14.2 Million
Energy: $12.3 Million
Other: $29.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions