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
$3.17T
$32.2 Million 9.05% of portfolio
128,750
Q4 2024 Added 0.71%
$253B
$19.1 Million 5.35% of portfolio
141,942
Q4 2024 Reduced 1.83%
$2.74T
$13.2 Million 3.72% of portfolio
31,422
Q4 2024 Added 0.94%
$1.76T
$8.54 Million 2.4% of portfolio
38,937
Q4 2024 Added 14.84%
$0
$7.66 Million 2.15% of portfolio
154,545
Q4 2024 Reduced 1.76%
$0
$7.37 Million 2.07% of portfolio
80,657
Q4 2024 Reduced 1.18%
$0
$6.28 Million 1.76% of portfolio
73,276
Q4 2024 Reduced 11.34%
$680B
$6.28 Million 1.76% of portfolio
26,200
Q4 2024 Added 18.53%
$93.8B
$5.84 Million 1.64% of portfolio
54,248
Q4 2024 Reduced 4.15%
$1.33B
$5.52 Million 1.55% of portfolio
125,633
Q4 2024 Reduced 3.64%
$69.3B
$5.11 Million 1.44% of portfolio
22,059
Q4 2024 Reduced 12.86%
$0
$5.12 Million 1.44% of portfolio
8,728
Q4 2024 Added 0.53%
$0
$5.04 Million 1.41% of portfolio
98,375
Q4 2024 Added 0.39%
$903B
$4.83 Million 1.36% of portfolio
25,538
Q4 2024 Added 14.44%
$0
$4.56 Million 1.28% of portfolio
83,441
Q4 2024 Reduced 3.68%
$0
$4.33 Million 1.22% of portfolio
53,518
Q4 2024 Added 7.37%
$0
$3.55 Million 1.0% of portfolio
70,406
Q4 2024 Reduced 16.29%
$0
$3.56 Million 1.0% of portfolio
8,376
Q4 2024 Added 0.38%
$0
$3.48 Million 0.98% of portfolio
77,575
Q4 2024 Added 11.21%
$104B
$3.49 Million 0.98% of portfolio
66,717
Q4 2024 Added 0.91%
$306B
$3.2 Million 0.9% of portfolio
18,030
Q4 2024 Reduced 7.44%
$0
$3.17 Million 0.89% of portfolio
24,849
Q4 2024 Reduced 2.76%
$136B
$2.97 Million 0.83% of portfolio
12,032
Q4 2024 Added 2.1%
$674B
$2.77 Million 0.78% of portfolio
6,108
Q4 2024 Added 5.84%
$446B
$2.69 Million 0.76% of portfolio
25,040
Q4 2024 Added 1.06%
$270B
$2.72 Million 0.76% of portfolio
18,792
Q4 2024 Added 11.12%
$0
$2.62 Million 0.73% of portfolio
14,146
Q4 2024 Reduced 0.21%
$412B
$2.59 Million 0.73% of portfolio
17,927
Q4 2024 Reduced 3.22%
$253B
$2.55 Million 0.72% of portfolio
21,229
Q4 2024 Reduced 0.38%
$0
$2.52 Million 0.71% of portfolio
49,344
Q4 2024 Added 4.22%
$0
$2.49 Million 0.7% of portfolio
4,229
Q4 2024 Added 9.67%
$253B
$2.26 Million 0.63% of portfolio
25,021
Q4 2024 Added 52.33%
$0
$2.17 Million 0.61% of portfolio
53,503
Q2 2024 Reduced 4.96%
$132B
$2.08 Million 0.58% of portfolio
9,216
Q4 2024 Added 0.29%
$363B
$2.05 Million 0.58% of portfolio
5,277
Q4 2024 Added 4.58%
$0
$2.03 Million 0.57% of portfolio
28,439
Q4 2024 Reduced 1.21%
$0
$1.95 Million 0.55% of portfolio
3,628
Q4 2024 Added 36.03%
$193B
$1.87 Million 0.52% of portfolio
82,047
Q4 2024 Reduced 4.89%
$404B
$1.86 Million 0.52% of portfolio
11,101
Q4 2024 Added 1.76%
$0
$1.8 Million 0.51% of portfolio
46,924
Q4 2024 Added 0.54%
$0
$1.82 Million 0.51% of portfolio
53,925
Q4 2024 Reduced 5.85%
$107B
$1.8 Million 0.5% of portfolio
5,415
Q4 2024 Added 0.65%
$214B
$1.75 Million 0.49% of portfolio
7,964
Q4 2024 Added 0.61%
$229B
$1.75 Million 0.49% of portfolio
6,051
Q4 2024 Added 21.63%
$1.13T
$1.65 Million 0.46% of portfolio
2,798
Q4 2024 Added 4.79%
$0
$1.6 Million 0.45% of portfolio
3,890
Q4 2024 Reduced 1.42%
$0
$1.62 Million 0.45% of portfolio
106,201
Q4 2024 Reduced 5.5%
$130B
$1.6 Million 0.45% of portfolio
22,283
Q4 2024 Added 0.43%
$0
$1.56 Million 0.44% of portfolio
20,036
Q4 2024 Added 1.34%

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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