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Founders Financial Alliance, LLC13F | |
| Founders Financial Alliance, LLC | |
| Last update 2025-05-12 | 615 Stocks (81 new) |
| Value $413.00 Mil | Turnover 16 % |
Founders Financial Alliance, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 127,474 | 28,315.7 | -0.99% | 6.860 | -0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 149,431 | 16,195.3 | +5.28% | 3.920 | +0.20% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 33,524 | 12,584.7 | +6.69% | 3.050 | +0.19% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
PULS | PGIM Ultra Short Bond ETF | 169,382 | 8,423.4 | +9.60% | 2.040 | +0.18% | 0.080 | +1.56% | +2.69% | 11,767.7 | ||
AMZN | Amazon.com Inc | 43,073 | 8,195.1 | +10.62% | 1.990 | +0.19% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
DUK | Duke Energy Corp | 55,515 | 6,771.1 | +2.34% | 1.640 | +0.04% | 0.010 | -1.89% | +11.94% | 92,042.8 | Utilities - Regulated | |
JPM | JPMorgan Chase & Co | 27,510 | 6,748.4 | +5.00% | 1.640 | +0.08% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
XLE | The Energy Select Sector SPDR Fund | 71,297 | 6,662.7 | -2.70% | 1.610 | -0.05% | 0.020 | +6.33% | +1.96% | 27,414.7 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 72,154 | 6,618.7 | -10.54% | 1.600 | -0.21% | 0.010 | +1.04% | +2.30% | 41,833.2 | ||
IVV | iShares Core S&P 500 ETF | 11,012 | 6,187.7 | +160.39% | 1.500 | +0.92% | 0.000 | +19.67% | +7.80% | 634,518.9 |
Founders Financial Alliance, LLC's Historical Top Holdings Breakdowns
Founders Financial Alliance, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.92% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 160.39% | 11,012 | 6,783 | |
PGR | Progressive Corp | 2025-03-31 | New Buy New Buy | +0.85% | 235.61 ($261.55) 291.22 | $246.41 | -5.79% | New holding | 12,351 | 12,351 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.71% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Add 230.66% | 8,974 | 6,260 | |
TBIL | US Treasury 3 Month Bill ETF | 2025-03-31 | New Buy New Buy | +0.67% | 49.85 ($49.94) 50.04 | $49.93 | -0.02% | New holding | 55,636 | 55,636 | |
XBIL | US Treasury 6 Month Bill ETF | 2025-03-31 | New Buy New Buy | +0.54% | 50.02 ($50.11) 50.21 | $50.08 | -0.06% | New holding | 44,075 | 44,075 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.34% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 1450% | 5,332 | 4,988 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.31% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | Add 35.36% | 95,299 | 24,893 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add Add | +0.24% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Add 87.34% | 42,371 | 19,754 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -0.21% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Reduce -10.54% | 72,154 | -8,503 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Add Add | +0.21% | 211.47 ($239.69) 267.17 | $290.31 | 21.12% | Add 2844.76% | 4,211 | 4,068 |
Founders Financial Alliance, LLC Total Holding History ($B)
Founders Financial Alliance, LLC's Asset Allocation
Founders Financial Alliance, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Founders Financial Alliance, LLC's Hypothetical Growth since 2025-03-31
Founders Financial Alliance, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Founders Financial Alliance, LLC's Holdings Heat Map
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Founders Financial Alliance, LLC's Holdings Bubble Chart
Founders Financial Alliance, LLC News
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