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Founders Financial Alliance, LLC

Portfolio Manager
Founders Financial Alliance, LLC
Performance
-6.09% (2026 Q1)
AUM (13F)
$554.89M
# of Holdings
735
Performance Rank
Allocation (Top 20)
35.12%

Founders Financial Alliance, LLC Holdings Map

Top 50 Founders Financial Alliance, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.88%128.6K$32.6M
-2.61%(-3.44K)
2025-Q1: 127.5K shares2025-Q2: 128.8K shares2025-Q3: 128.3K shares2025-Q4: 132.0K shares2026-Q1: 128.6K shares
$128.89(+139.45%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.31%137.2K$23.9M
+0.01%(+10)
2025-Q1: 149.4K shares2025-Q2: 152.7K shares2025-Q3: 157.8K shares2025-Q4: 137.2K shares2026-Q1: 137.2K shares
$38.76(+402.71%)
2026-03-31
MSFT
MICROSOFT CORP
2.29%34.3K$12.7M
+0.40%(+136)
2025-Q1: 33.5K shares2025-Q2: 33.8K shares2025-Q3: 33.9K shares2025-Q4: 34.1K shares2026-Q1: 34.3K shares
$259.74(+50.34%)
2026-03-31
AMZN
AMAZON COM INC
1.86%49.4K$10.3M
-1.09%(-543)
2025-Q1: 43.1K shares2025-Q2: 44.4K shares2025-Q3: 45.6K shares2025-Q4: 50.0K shares2026-Q1: 49.4K shares
$166.12(+46.08%)
2026-03-31
PULS
PGIM ETF TR
1.73%194.0K$9.6M
+4.79%(+8.87K)
2025-Q1: 169.4K shares2025-Q2: 175.6K shares2025-Q3: 178.0K shares2025-Q4: 185.1K shares2026-Q1: 194.0K shares
$49.58(-0.03%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.64%30.9K$9.1M
+0.03%(+9)
2025-Q1: 27.5K shares2025-Q2: 27.9K shares2025-Q3: 28.3K shares2025-Q4: 30.9K shares2026-Q1: 30.9K shares
$153.10(+118.46%)
2026-03-31
IVV
ISHARES TR
1.58%13.4K$8.8M
-2.43%(-334)
2025-Q1: 11.0K shares2025-Q2: 11.2K shares2025-Q3: 14.3K shares2025-Q4: 13.7K shares2026-Q1: 13.4K shares
$550.61(+35.93%)
2026-03-31
DGRW
WISDOMTREE TR
1.53%96.4K$8.5M
+3.51%(+3.27K)
2025-Q1: 52.8K shares2025-Q2: 52.0K shares2025-Q3: 87.7K shares2025-Q4: 93.1K shares2026-Q1: 96.4K shares
$79.44(+20.68%)
2026-03-31
GOOGL
ALPHABET INC
1.48%28.6K$8.2M
-0.17%(-50)
2025-Q1: 26.6K shares2025-Q2: 26.8K shares2025-Q3: 28.2K shares2025-Q4: 28.7K shares2026-Q1: 28.6K shares
$121.92(+195.20%)
2026-03-31
DUK
DUKE ENERGY CORP NEW
1.42%60.1K$7.9M
+3.20%(+1.86K)
2025-Q1: 55.5K shares2025-Q2: 55.7K shares2025-Q3: 57.3K shares2025-Q4: 58.3K shares2026-Q1: 60.1K shares
$95.54(+35.65%)
2026-03-31

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