Founders Financial Alliance, LLC
Top Portfolio Positions
255 positions ·
$332,407,603 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
128,602 | $32,637,901 | 9.82% | |
| NVDA |
Nvidia Corp
Technology
|
137,178 | $23,923,843 | 7.20% | |
| MSFT |
Microsoft Corp
Technology
|
34,276 | $12,687,946 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,449 | $10,298,743 | 3.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,863 | $9,078,660 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,626 | $8,231,692 | 2.48% | |
| DUK |
Duke Energy CORP
Utilities
|
60,115 | $7,871,458 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
23,546 | $7,287,722 | 2.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,792 | $7,018,469 | 2.11% | |
| FBNC |
First Bancorp /Nc/
Financial Services
|
120,512 | $6,790,851 | 2.04% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CTLP
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,300 | 30,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $318,600 | 30,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $317,100 | 30,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $329,700 | 30,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,100 | 30,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $285,300 | 30,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $222,000 | 30,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $198,000 | 30,000 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $192,900 | 30,000 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||