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CIK: 0001832190
Total reported value
$754.5M
$754.5M
615 檔
9.8%
During the Q1 2025 filing period, Founders Financial Alliance, LLC (CIK: 0001832190) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $754.5M across 615 reported positions.
In Q1 2025, Founders Financial Alliance, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 615 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.86% | -1.07% | -0.99% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.93% | -0.71% | +5.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.58% | +6.69% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.04% | -1.69% | +9.60% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.31% | +10.62% | |
| 6 | DUK | Duke Energy CORP | Stock-Utilities | 1.64% | -0.38% | +2.34% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.29% | +5.00% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 1.61% | -0.03% | -2.70% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.60% | -0.32% | -10.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +2.35% | +160.39% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.28% | +14.57% | |
| 12 | FBNC | First Bancorp/nc | Stock-Other | 1.21% | -0.21% | -1.06% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.17% | -0.03% | +35.36% | |
| 14 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 1.15% | -0.87% | +4.01% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.05% | -0.71% | +1.28% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.02% | -0.40% | -1.29% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | -0.01% | +230.66% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | -0.13% | +12.89% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.01% | -0.17% | +18.12% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.00% | -0.22% | +2.68% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.09% | +4.08% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | -0.14% | +1.51% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.16% | +15.60% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.88% | -0.10% | -6.34% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.36% | +12.88% | |
| 26 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.05% | — | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | -0.10% | +2.12% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.83% | +0.10% | +8.44% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.52% | +1.51% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.51% | +6.13% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.26% | +3.05% | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.67% | -0.21% | — | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.16% | -0.98% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.17% | +40.37% | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.62% | -0.51% | +4.58% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | -0.07% | -4.42% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.20% | +10.59% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.22% | +3.99% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | -0.44% | +20.29% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.08% | +21.61% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.54% | -0.43% | EXIT | |
| 42 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.54% | -0.14% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.10% | +11.65% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.07% | +87.34% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.06% | +8.32% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.06% | +2.64% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.08% | +18.08% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | -0.03% | +43.38% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.03% | +14.39% | |
| 50 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.43% | -0.07% | +7.59% |
According to official SEC Form 13F filings, Founders Financial Alliance, LLC reported a total U.S. public equity portfolio value of $754.5M across 615 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 9.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $28.3M
During Q1 2025, Founders Financial Alliance, LLC's top holdings by market value included AAPL (6.9%)、NVDA (3.9%)、MSFT (3.0%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q1 2025, Founders Financial Alliance, LLC made 50 total portfolio adjustments, initiating 50 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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