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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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