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 Market Cap. of $200 Billions or more