Founders Financial Alliance, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF Founders Financial Alliance, LLC | Institutional Filer | ▲ 4.74% | $554.9M | 735 |
Current Portfolio Holdings
Showing all 735 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 129K | $32.6M | 5.88% |
| 2 | NVDA | NVIDIA Corporation | Technology | 137K | $23.9M | 4.31% |
| 3 | MSFT | Microsoft Corporation | Technology | 34K | $12.7M | 2.29% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 49K | $10.3M | 1.86% |
| 5 | PULS | PGIM ETF TR | — | 194K | $9.6M | 1.73% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 31K | $9.1M | 1.64% |
| 7 | IVV | ISHARES TR | — | 13K | $8.8M | 1.58% |
| 8 | DGRW | WISDOMTREE TR | — | 96K | $8.5M | 1.53% |
| 9 | GOOGL | Alphabet Inc. | Technology | 29K | $8.2M | 1.48% |
| 10 | DUK | Duke Energy Corporation | Utilities | 60K | $7.9M | 1.42% |
| 11 | AVGO | Broadcom Inc. | Technology | 24K | $7.3M | 1.31% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.0M | 1.26% |
| 13 | FBNC | First Bancorp | Financial Services | 121K | $6.8M | 1.22% |
| 14 | BIL | SPDR SERIES TRUST | — | 73K | $6.7M | 1.21% |
| 15 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 179K | $6.4M | 1.16% |
Showing 1 to 15 of 735 holdings