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

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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