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CIK: 0001832190
Total reported value
$754.5M
$754.5M
576 檔
10.7%
At the close of Q4 2024, Founders Financial Alliance, LLC disclosed equity holdings valued at approximately $754.5M, spread across 576 reported holdings.
During Q4 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 576 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.86% | -1.07% | +0.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.24% | -0.71% | -1.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.58% | +0.94% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | -0.31% | +14.84% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.11% | -1.69% | -1.76% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.03% | -0.32% | -1.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | -0.29% | +18.53% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 1.73% | -0.03% | -11.34% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 1.61% | -0.38% | -4.15% | |
| 10 | FBNC | First Bancorp/nc | Stock-Other | 1.52% | -0.21% | -3.64% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.28% | +0.53% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | -0.13% | -12.86% | |
| 13 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.39% | -0.87% | +0.39% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | -0.09% | +14.44% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.25% | -0.71% | -3.68% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.19% | -0.40% | +7.37% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | -0.10% | -2.40% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | -0.17% | +0.38% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.97% | -0.03% | -16.29% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 0.96% | -0.22% | +0.91% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.96% | +0.10% | +11.21% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.14% | -7.44% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.52% | -2.76% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.16% | +2.10% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.16% | +5.84% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.36% | +11.12% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.51% | +1.06% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.07% | -0.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.26% | -3.22% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.70% | -0.10% | -0.38% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.69% | -0.51% | +4.22% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +2.35% | +9.67% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.20% | +52.33% | |
| 34 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.60% | -0.13% | — | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.43% | EXIT | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.06% | +4.58% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | -0.44% | -1.21% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.08% | +36.03% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.51% | -0.22% | -4.89% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.10% | +1.76% | |
| 41 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.50% | -0.08% | -5.85% | |
| 42 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.50% | -0.04% | +0.54% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | -0.17% | +0.65% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.17% | +21.63% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.06% | +0.61% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.08% | +4.79% | |
| 47 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.45% | -0.07% | -5.50% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.03% | +3.80% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.10% | +0.43% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | -0.14% | -1.42% |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 576 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 10.7% of total reported equity market value during Q4 2024.
During Q4 2024, Founders Financial Alliance, LLC's top holdings by market value included AAPL (8.9%)、NVDA (5.2%)、MSFT (3.6%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q4 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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