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CIK: 0001832190
Total reported value
$754.5M
$754.5M
560 檔
9.7%
The Q2 2024 SEC filing reveals that Founders Financial Alliance, LLC held a total portfolio value of $754.5M, covering 560 public equity positions.
During Q2 2024, Founders Financial Alliance, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 560 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.02% | -1.07% | -3.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.28% | -0.71% | +690.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.58% | +2.24% | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 2.29% | -0.03% | +1.33% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.13% | -1.69% | +3.22% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.13% | -0.32% | +62.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | -0.31% | -8.25% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 1.67% | -0.38% | +3.49% | |
| 9 | FBNC | First Bancorp/nc | Stock-Other | 1.55% | -0.21% | -2.98% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.28% | -4.50% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.29% | -6.61% | |
| 12 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.37% | -0.87% | +3.75% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.35% | -0.71% | -3.77% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | -0.10% | -1.69% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | -0.03% | +9.82% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | -0.13% | -11.10% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.17% | -0.40% | -16.14% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | -0.09% | +1.36% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | -0.14% | -0.20% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.95% | -0.17% | +1.72% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.92% | -0.52% | -7.64% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.51% | +6.33% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 0.84% | -0.22% | +1.78% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.82% | +0.10% | +1.28% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.26% | -2.38% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.36% | -0.56% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.76% | -0.16% | -0.87% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | -0.07% | -1.37% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.16% | +1.16% | |
| 30 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.65% | -0.51% | +14.85% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.10% | -0.95% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.10% | -1.70% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.07% | -0.07% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +2.35% | +4.49% | |
| 35 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.61% | -0.13% | -4.96% | |
| 36 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.58% | -0.08% | -2.91% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.43% | EXIT | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.03% | -0.05% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | -0.44% | -3.05% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.06% | +1.91% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.22% | -11.78% | |
| 42 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.49% | -0.04% | +7.07% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | -0.17% | -2.33% | |
| 44 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.48% | -0.24% | +29.92% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.10% | -0.27% | |
| 46 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.45% | -0.07% | +5.38% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.36% | +2.24% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.12% | +1.84% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | -0.14% | -7.02% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.26% | +2.22% |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 560 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 9.7% of total reported equity market value during Q2 2024.
During Q2 2024, Founders Financial Alliance, LLC's top holdings by market value included AAPL (8.0%)、NVDA (5.3%)、MSFT (4.1%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q2 2024, Founders Financial Alliance, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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