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CIK: 0001832190
Total reported value
$754.5M
$754.5M
588 檔
10.1%
In Q3 2024, Founders Financial Alliance, LLC's U.S. equity holdings reached a combined market value of $754.5M, distributed across 588 disclosed stock positions.
During Q3 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 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.29% | -1.07% | -0.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | -0.71% | +0.41% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.58% | +1.32% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.18% | -1.69% | +8.76% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.09% | -0.32% | +4.22% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 2.02% | -0.03% | -2.24% | |
| 7 | DUK | Duke Energy CORP | Stock-Utilities | 1.82% | -0.38% | +1.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.31% | +7.85% | |
| 9 | FBNC | First Bancorp/nc | Stock-Other | 1.51% | -0.21% | -20.19% | |
| 10 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.41% | -0.87% | -0.29% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.28% | -5.23% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.32% | -0.71% | -2.30% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.29% | -3.95% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | -0.13% | +894.30% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.03% | +3.43% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.15% | -0.40% | -1.48% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | -0.10% | -3.38% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | -0.14% | -1.61% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.09% | +3.87% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | -0.17% | +1.99% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 0.94% | -0.22% | +6.64% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.52% | -1.95% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.16% | +1.12% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.88% | +0.10% | +4.24% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.26% | -1.00% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.51% | +0.48% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | -0.07% | -0.08% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.16% | +3.20% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | -0.10% | -1.65% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.36% | -0.45% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.67% | -0.51% | +0.79% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +2.35% | +1.61% | |
| 33 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.61% | -0.13% | — | |
| 34 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.58% | -0.08% | -1.93% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.06% | -3.67% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | -0.44% | +1.71% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.43% | EXIT | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.53% | -0.22% | -5.37% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.10% | -14.40% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.10% | +0.05% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.50% | -0.17% | +2.69% | |
| 42 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.49% | -0.04% | +3.66% | |
| 43 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.49% | -0.07% | +11.28% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.06% | +0.87% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.07% | -10.21% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.03% | -11.29% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.03% | +1.29% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.43% | -0.24% | -10.90% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.43% | -0.25% | +82.08% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.08% | -2.41% |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 588 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 10.1% of total reported equity market value during Q3 2024.
During Q3 2024, Founders Financial Alliance, LLC's top holdings by market value included AAPL (8.3%)、NVDA (4.9%)、MSFT (3.7%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q3 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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