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
$0
$106,000 0.03% of portfolio
3,054
Q3 2024 Added 12.53%
$0
$99,000 0.03% of portfolio
995
Q3 2024 Reduced 6.57%
$0
$99,000 0.03% of portfolio
344
Q4 2024 Reduced 2.27%
$0
$91,000 0.03% of portfolio
340
Q4 2024 Reduced 30.47%
$0
$109,000 0.03% of portfolio
828
Q3 2024 Reduced 23.48%
$0
$101,000 0.03% of portfolio
1,925
Q4 2024 Added 0.26%
$0
$110,000 0.03% of portfolio
1,456
Q4 2024 Reduced 8.2%
$0
$107,000 0.03% of portfolio
3,155
Q4 2024 Added 16.38%
$0
$119,000 0.03% of portfolio
1,747
Q3 2024 Added 309.13%
$0
$105,000 0.03% of portfolio
1,365
Q4 2024 Reduced 1.09%
$0
$109,000 0.03% of portfolio
7,490
Q4 2024 Added 10.1%
$0
$96,000 0.03% of portfolio
4,206
Q4 2024 Added 0.05%
$0
$98,000 0.03% of portfolio
1,901
Q4 2024 Reduced 5.38%
$0
$111,000 0.03% of portfolio
537
Q4 2024 Added 0.19%
$0
$105,000 0.03% of portfolio
534
Q4 2024 Added 0.19%
$0
$99,000 0.03% of portfolio
990
Q4 2024 Added 0.61%
$0
$55,000 0.02% of portfolio
1,325
Q4 2024 Added 1.77%
$0
$63,000 0.02% of portfolio
1,058
Q4 2024 Added 0.86%
$0
$88,000 0.02% of portfolio
966
Q4 2024 Reduced 8.35%
$0
$89,000 0.02% of portfolio
3,805
Q3 2024 Reduced 0.11%
$0
$80,000 0.02% of portfolio
6,922
Q4 2024 Reduced 2.51%
$0
$68,000 0.02% of portfolio
310
Q4 2024 Reduced 1.9%
$0
$71,000 0.02% of portfolio
774
Q4 2024 Added 0.39%
$0
$73,000 0.02% of portfolio
527
Q4 2024 Added 0.19%
$0
$80,000 0.02% of portfolio
240
Q4 2024 Added 0.42%
$0
$68,000 0.02% of portfolio
545
Q4 2024 Added 0.18%
$0
$77,000 0.02% of portfolio
579
Q4 2024 Reduced 7.51%
$0
$56,000 0.02% of portfolio
341
Q4 2024 Added 0.59%
$0
$72,000 0.02% of portfolio
1,200
Q3 2024 Reduced 35.14%
$0
$73,000 0.02% of portfolio
570
Q4 2024 Added 0.18%
$0
$81,000 0.02% of portfolio
2,940
Q4 2024 Added 200.0%
$0
$76,000 0.02% of portfolio
978
Q4 2024 Added 0.31%
$0
$66,000 0.02% of portfolio
1,475
Q4 2024 Reduced 2.19%
$0
$69,000 0.02% of portfolio
1,520
Q3 2024 Added 1.67%
$0
$68,000 0.02% of portfolio
2,147
Q4 2024 Reduced 16.03%
$0
$57,000 0.02% of portfolio
2,382
Q4 2024 Added 101.86%
$0
$75,000 0.02% of portfolio
710
Q4 2024 Added 0.14%
$0
$75,000 0.02% of portfolio
358
Q4 2023 Added 0.28%
$0
$59,000 0.02% of portfolio
487
Q4 2024 Added 0.83%
$0
$63,000 0.02% of portfolio
533
Q4 2024 Added 8.33%
$0
$58,000 0.02% of portfolio
1,263
Q4 2024 Added 0.88%
$0
$71,000 0.02% of portfolio
832
Q1 2024 New
$0
$68,000 0.02% of portfolio
755
Q4 2024 Added 0.27%
$0
$61,000 0.02% of portfolio
1,204
Q4 2024 Added 0.17%
$0
$88,000 0.02% of portfolio
832
Q4 2024 Added 0.48%
$0
$59,000 0.02% of portfolio
760
Q4 2024 Added 1.06%
$0
$87,000 0.02% of portfolio
775
Q4 2024 Added 0.39%
$0
$72,000 0.02% of portfolio
950
Q1 2024 New
$0
$79,000 0.02% of portfolio
1,537
Q4 2024 Added 0.26%

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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