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 NEWT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,640 | 28,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $345,051 | 30,401 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,228 | 30,151 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $337,486 | 29,919 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $353,322 | 29,542 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $373,088 | 29,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $568,587 | 45,633 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $567,560 | 45,152 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $501,061 | 45,551 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $600,672 | 43,527 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $631,491 | 42,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $675,591 | 42,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $561,356 | 43,856 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $712,660 | 43,856 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $687,414 | 42,121 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $767,592 | 40,549 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,042,154 | 39,032 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,053,752 | 38,138 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,019,715 | 36,773 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,245,068 | 35,655 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $933,530 | 34,964 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $676,266 | 34,346 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $622,255 | 33,509 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||