Founders Financial Alliance, LLC
Top Portfolio Positions
253 positions ·
$328,607,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
128,602 | $32,637,901 | 9.93% |
| NVDA |
Nvidia Corp
Technology
|
137,178 | $23,923,843 | 7.28% |
| MSFT |
Microsoft Corp
Technology
|
34,276 | $12,687,946 | 3.86% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,449 | $10,298,743 | 3.13% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,863 | $9,078,660 | 2.76% |
| GOOGL |
Alphabet Inc.
Communication Services
|
28,626 | $8,231,692 | 2.51% |
| DUK |
Duke Energy CORP
Utilities
|
60,115 | $7,871,458 | 2.40% |
| AVGO |
Broadcom Inc.
Technology
|
23,546 | $7,287,722 | 2.22% |
| SPY |
Spdr S&P 500 Etf Trust
|
10,792 | $7,018,469 | 2.14% |
| FBNC |
First Bancorp /Nc/
Financial Services
|
120,512 | $6,790,851 | 2.07% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $358,468 | 73,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $370,881 | 74,325 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $333,691 | 69,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $351,625 | 71,907 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $315,350 | 64,887 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $312,625 | 62,525 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $251,078 | 52,091 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $186,657 | 37,785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $270,752 | 54,259 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $94,835 | 21,456 | Shares | Sole | 2023-11-13 | |
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