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 EVT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $946,230 | 38,543 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $912,573 | 36,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $872,058 | 35,667 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $846,102 | 35,108 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $805,933 | 34,634 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $751,009 | 31,227 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $750,501 | 30,397 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $669,866 | 28,762 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $664,198 | 28,144 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $610,050 | 27,418 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $579,209 | 27,347 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $611,884 | 26,896 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $604,207 | 26,723 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $601,988 | 26,403 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $569,806 | 26,198 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $693,839 | 23,942 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $942,138 | 31,626 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $822,484 | 29,963 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,787 | 14,247 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $279,801 | 10,651 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $237,919 | 10,060 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $198,182 | 10,060 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||