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Size ($ in 1000's)
At 12/31/2023: $257,856
At 09/30/2023: $228,986
Founders Financial Alliance LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Founders Financial Alliance LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Founders Financial Alliance LLC top holdings by largest position size, as per the latest 13f filing made by Founders Financial Alliance LLC.
In the Founders Financial Alliance LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Founders Financial Alliance LLC in that top holding, then the share count change between reporting periods, and finally the Founders Financial Alliance LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
131,364 |
-328 |
$25,291 | | AAPL | 131,364 | -328 | $25,291 | | MICROSOFT CORP |
31,123 |
+631 |
$11,704 | | MSFT | 31,123 | +631 | $11,704 | | NVIDIA CORPORATION |
17,998 |
+655 |
$8,913 | | NVDA | 17,998 | +655 | $8,913 | | FIRST BANCORP N C |
171,921 |
-5,803 |
$6,363 | | FBNC | 171,921 | -5,803 | $6,363 | | AMAZON COM INC |
33,953 |
+234 |
$5,159 | | AMZN | 33,953 | +234 | $5,159 | | DUKE ENERGY CORP NEW |
51,970 |
-2,832 |
$5,043 | | DUK | 51,970 | -2,832 | $5,043 | | SPDR S&P 500 ETF TR (SPY) |
9,362 |
+155 |
$4,450 | | SPY | 9,362 | +155 | $4,450 | | SPDR SER TR (BIL) |
48,161 |
+47,825 |
$4,401 | | BIL | 48,161 | +47,825 | $4,401 | | JPMORGAN CHASE & CO |
25,040 |
-49 |
$4,259 | | JPM | 25,040 | -49 | $4,259 | | J P MORGAN EXCHANGE TRADED F (JPST) |
77,939 |
+3,447 |
$3,915 | | JPST | 77,939 | +3,447 | $3,915 | | J P MORGAN EXCHANGE TRADED F (BBHY) |
84,946 |
+1,564 |
$3,900 | | BBHY | 84,946 | +1,564 | $3,900 | | BROADCOM INC |
3,240 |
-344 |
$3,617 | | AVGO | 3,240 | -344 | $3,617 | | ISHARES TR (IWF) |
11,625 |
-41 |
$3,524 | | IWF | 11,625 | -41 | $3,524 | | ABBVIE INC |
19,824 |
+496 |
$3,072 | | ABBV | 19,824 | +496 | $3,072 | | JOHNSON & JOHNSON |
18,212 |
+868 |
$2,855 | | JNJ | 18,212 | +868 | $2,855 | | ALPHABET INC |
20,254 |
+515 |
$2,829 | | GOOGL | 20,254 | +515 | $2,829 | | SPDR DOW JONES INDL AVERAGE (DIA) |
7,496 |
+122 |
$2,825 | | DIA | 7,496 | +122 | $2,825 | | LOWES COS INC |
11,580 |
-577 |
$2,577 | | LOW | 11,580 | -577 | $2,577 | | CHEVRON CORP NEW |
17,151 |
+161 |
$2,558 | | CVX | 17,151 | +161 | $2,558 | | SPDR SER TR (SPSM) |
57,407 |
-10,381 |
$2,421 | | SPSM | 57,407 | -10,381 | $2,421 | | PACER FDS TR |
69,665 |
-1,300 |
$2,387 | | GCOW | 69,665 | -1,300 | $2,387 | | ISHARES TR (IWD) |
14,377 |
-209 |
$2,376 | | IWD | 14,377 | -209 | $2,376 | | AMPLIFY ETF TR (DIVO) |
64,019 |
-6,574 |
$2,340 | | DIVO | 64,019 | -6,574 | $2,340 | | SELECT SECTOR SPDR TR (XLE) |
27,511 |
+246 |
$2,307 | | XLE | 27,511 | +246 | $2,307 | | ALTRIA GROUP INC |
54,846 |
+2,051 |
$2,212 | | MO | 54,846 | +2,051 | $2,212 | | EXXON MOBIL CORP |
22,014 |
+189 |
$2,201 | | XOM | 22,014 | +189 | $2,201 | | PHILIP MORRIS INTL INC |
21,947 |
-741 |
$2,065 | | PM | 21,947 | -741 | $2,065 | | HONEYWELL INTL INC |
9,079 |
+22 |
$1,904 | | HON | 9,079 | +22 | $1,904 |  BERKSHIRE HATHAWAY INC DEL |
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$1,870 | | BRK.B | 5,242 | +132 | $1,870 | | MERCK & CO INC |
17,134 |
-351 |
$1,868 | | MRK | 17,134 | -351 | $1,868 | | PROCTER AND GAMBLE CO |
11,592 |
-766 |
$1,699 | | PG | 11,592 | -766 | $1,699 | | VISA INC |
5,715 |
+268 |
$1,488 | | V | 5,715 | +268 | $1,488 | | MCDONALDS CORP |
4,992 |
-34 |
$1,480 | | MCD | 4,992 | -34 | $1,480 | | NEXTERA ENERGY INC |
23,152 |
+243 |
$1,406 | | NEE | 23,152 | +243 | $1,406 | | META PLATFORMS INC |
3,967 |
+94 |
$1,404 | | META | 3,967 | +94 | $1,404 | | STARBUCKS CORP |
14,501 |
-66 |
$1,392 | | SBUX | 14,501 | -66 | $1,392 | | PEPSICO INC |
8,037 |
-74 |
$1,365 | | PEP | 8,037 | -74 | $1,365 | | ISHARES TR (LQD) |
12,171 |
-2,323 |
$1,347 | | LQD | 12,171 | -2,323 | $1,347 | | COCA COLA CO |
22,456 |
-592 |
$1,323 | | KO | 22,456 | -592 | $1,323 | | ADVANCED MICRO DEVICES INC |
8,749 |
-15 |
$1,290 | | AMD | 8,749 | -15 | $1,290 | | ISHARES TR (IVV) |
2,683 |
-54 |
$1,282 | | IVV | 2,683 | -54 | $1,282 | | VANGUARD SPECIALIZED FUNDS (VIG) |
7,309 |
+407 |
$1,245 | | VIG | 7,309 | +407 | $1,245 | | HOME DEPOT INC |
3,548 |
-69 |
$1,230 | | HD | 3,548 | -69 | $1,230 | | ELI LILLY & CO |
2,057 |
-687 |
$1,199 | | LLY | 2,057 | -687 | $1,199 | | AT&T INC |
70,746 |
-5,400 |
$1,187 | | T | 70,746 | -5,400 | $1,187 | | INTERNATIONAL BUSINESS MACHS |
7,197 |
+1,141 |
$1,177 | | IBM | 7,197 | +1,141 | $1,177 | | INVESCO ACTIVELY MANAGED ETF (GTO) |
24,612 |
-3,183 |
$1,163 | | GTO | 24,612 | -3,183 | $1,163 | | TARGET CORP |
8,161 |
+819 |
$1,162 | | TGT | 8,161 | +819 | $1,162 | | UNITEDHEALTH GROUP INC |
2,129 |
-158 |
$1,121 | | UNH | 2,129 | -158 | $1,121 | | ROYAL BK CDA |
11,075 |
+168 |
$1,120 | | RY | 11,075 | +168 | $1,120 |
See Full List: All Stocks Held By Founders Financial Alliance LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Founders Financial Alliance LLC
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