Founders Financial Alliance, LLC
CIK
1832190
City
RALEIGH
State / Country
NC
Top Portfolio Positions
255 positions ·
$333,630,660 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
128,602 | $32,637,901 | 9.78% | |
| NVDA |
Nvidia Corp
Technology
|
137,178 | $23,923,843 | 7.17% | |
| MSFT |
Microsoft Corp
Technology
|
34,276 | $12,687,946 | 3.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,449 | $10,298,743 | 3.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,863 | $9,078,660 | 2.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,626 | $8,231,692 | 2.47% | |
| DUK |
Duke Energy CORP
Utilities
|
60,115 | $7,871,458 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
23,546 | $7,287,722 | 2.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,792 | $7,018,469 | 2.10% | |
| FBNC |
First Bancorp /Nc/
Financial Services
|
120,512 | $6,790,851 | 2.04% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,036 | 28,495 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $297,757 | 28,412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $305,669 | 28,329 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $296,769 | 28,210 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $264,473 | 27,578 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $330,666 | 27,694 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $324,476 | 27,876 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $340,341 | 29,239 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $361,917 | 31,887 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $328,256 | 31,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $360,952 | 34,246 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $381,393 | 34,053 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,238 | 33,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,234 | 33,990 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $326,623 | 33,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,198 | 35,373 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $446,854 | 33,827 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $508,965 | 33,684 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $497,198 | 33,213 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $502,118 | 33,100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $469,849 | 33,042 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $445,879 | 32,931 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $361,339 | 32,849 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||