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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$1.5 Million 0.42% of portfolio
15,089
Q4 2024 Reduced 0.46%
$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%
$318B
$1.39 Million 0.39% of portfolio
31,685
Q4 2024 Added 0.66%
$0
$1.39 Million 0.39% of portfolio
2,714
Q4 2024 Reduced 3.14%
$233B
$1.4 Million 0.39% of portfolio
23,636
Q4 2024 Reduced 0.67%
$997B
$1.4 Million 0.39% of portfolio
7,368
Q4 2024 Reduced 0.46%
$184B
$1.37 Million 0.38% of portfolio
8,980
Q4 2024 Added 0.29%
$830M
$1.31 Million 0.37% of portfolio
17,304
Q4 2024 Added 0.24%
$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%
$311B
$1.29 Million 0.36% of portfolio
20,767
Q4 2024 Added 1.1%
$4.88B
$1.26 Million 0.35% of portfolio
136,611
Q4 2024 Reduced 1.14%
$0
$1.22 Million 0.34% of portfolio
5,063
Q4 2024 Reduced 1.04%
$840B
$1.22 Million 0.34% of portfolio
1,577
Q4 2024 Reduced 16.38%
$50B
$1.18 Million 0.33% of portfolio
27,151
Q4 2024 Reduced 0.4%
$76.7B
$1.19 Million 0.33% of portfolio
4,261
Q4 2024 Reduced 0.09%
$184B
$1.18 Million 0.33% of portfolio
10,206
Q4 2024 Added 0.54%
$164B
$1.15 Million 0.32% of portfolio
9,569
Q4 2024 Reduced 8.87%
$0
$1.16 Million 0.32% of portfolio
6,836
Q4 2024 Reduced 2.12%
$162B
$1.09 Million 0.31% of portfolio
3,002
Q4 2024 Reduced 1.12%
$0
$1.09 Million 0.31% of portfolio
22,617
Q4 2024 Reduced 5.34%
$156B
$1.09 Million 0.3% of portfolio
8,984
Q4 2024 Reduced 1.69%
$0
$1.02 Million 0.29% of portfolio
201,464
Q4 2024 Added 6.19%
$856B
$1.03 Million 0.29% of portfolio
5,204
Q4 2024 Added 1.25%
$186B
$988,000 0.28% of portfolio
1,726
Q4 2024 Added 95.47%
$0
$1.01 Million 0.28% of portfolio
9,457
Q4 2024 Reduced 0.79%
$44.5B
$1.01 Million 0.28% of portfolio
7,504
Q4 2024 Reduced 2.8%
$432B
$999,000 0.28% of portfolio
1,091
Q4 2024 Reduced 10.28%
$53.4B
$954,000 0.27% of portfolio
25,063
Q4 2024 Reduced 1.24%
$25.5B
$946,000 0.27% of portfolio
9,007
Q4 2024 Reduced 5.11%
$27.2B
$949,000 0.27% of portfolio
20,476
Q4 2024 Reduced 4.91%
$96.2B
$968,000 0.27% of portfolio
10,629
Q4 2024 Added 2.59%
$93.7B
$970,000 0.27% of portfolio
4,810
Q4 2024 Added 21.16%
$176B
$918,000 0.26% of portfolio
22,978
Q4 2024 Reduced 7.35%
$54.8B
$913,000 0.26% of portfolio
9,909
Q4 2024 Added 5.36%
$38.6B
$900,000 0.25% of portfolio
8,970
Q4 2024 Added 0.18%
$167B
$846,000 0.24% of portfolio
5,511
Q4 2024 Added 0.09%
$373B
$859,000 0.24% of portfolio
5,157
Q4 2024 Added 0.9%
$165B
$820,000 0.23% of portfolio
7,372
Q4 2024 Added 1.99%
$44.1B
$817,000 0.23% of portfolio
15,170
Q4 2024 Added 0.46%
$91.3B
$812,000 0.23% of portfolio
2,376
Q4 2024 Added 60.87%
$548B
$833,000 0.23% of portfolio
2,638
Q4 2024 Added 10.38%
$0
$801,000 0.22% of portfolio
17,277
Q3 2024 Reduced 25.13%
$69.5B
$776,000 0.22% of portfolio
2,162
Q4 2024 Added 0.28%
$198B
$792,000 0.22% of portfolio
2,669
Q4 2024 Added 4.18%
$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%

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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