Founders Financial Alliance, LLC
CIK:0001832190
Investment Adviser
$1B AUM
544 holdings
Raleigh, NC, United States
Founders Financial Alliance, LLC provides financial guidance to clients through various market conditions and stages of life, supporting advisors seeking independence.
Top Buys
N
NVDANVIDIA CORPORATION+$7.9M
E
EVLNMORGAN STANLEY ETF TRUST+$5.9M
M
MSFTMICROSOFT CORP+$4.2M
A
AVGOBROADCOM INC+$2.7M
A
AMZNAMAZON COM INC+$1.5M
Top Sells
X
XLESELECT SECTOR SPDR TR-$3.4M
A
AAPLAPPLE INC-$1.9M
X
XMESPDR SER TR-$705.0K
C
CVXCHEVRON CORP NEW-$455.4K
A
ABBVABBVIE INC-$433.0K
Top Holdings
A
AAPLAPPLE INC+6.0%$26.4M
N
NVDANVIDIA CORPORATION+5.5%$24.1M
M
MSFTMICROSOFT CORP+3.8%$16.8M
A
AMZNAMAZON COM INC+2.2%$9.7M
P
PULSPGIM ETF TR+2.0%$8.7M
Equity Positions (543)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.01% | $26.4M | 128,804 | $139.54 | $205.17 | -$1.9M |
N NVDA | NVIDIA CORPORATION | 5.49% | $24.1M | 152,709 | $36.89 | $157.99 | +$7.9M |
M MSFT | MICROSOFT CORP | 3.83% | $16.8M | 33,841 | $265.39 | $497.41 | +$4.2M |
A AMZN | AMAZON COM INC | 2.21% | $9.7M | 44,365 | $160.64 | $219.39 | +$1.5M |
P PULS | PGIM ETF TR | 1.99% | $8.7M | 175,622 | $49.52 | $49.76 | +$315.6K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+8.0%
ELECTRONIC COMPUTERS
+6.0%
SERVICES-PREPACKAGED SOFTWARE
+5.5%
NATIONAL COMMERCIAL BANKS
+3.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.7%