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 NVG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $612,369 | 49,665 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $654,876 | 51,728 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $650,816 | 52,955 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $622,877 | 52,211 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $637,186 | 51,469 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $591,017 | 48,207 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $582,906 | 43,533 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $489,678 | 39,300 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $472,477 | 38,887 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $445,460 | 37,687 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $507,097 | 49,185 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,310 | 48,659 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $577,620 | 49,034 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $538,894 | 44,390 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $560,661 | 48,043 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $674,468 | 45,603 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $639,061 | 35,642 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $529,384 | 30,868 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $528,797 | 29,608 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $331,222 | 19,599 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $240,926 | 14,358 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $200,916 | 12,830 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||