Founders Financial Alliance, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$359M
Signature - Title
James Sloop - CCO
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Founders Financial Alliance, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Founders Financial Alliance, LLC reported 588 stock holdings with total value $359M as of Q3 2024. Top holdings included AAPL, NVDA, MSFT, PULS, and BIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 588 $359M +$16.2M -$9.31M +$6.92M AAPL, NVDA, MSFT, PULS, BIL 13F-HR 11/1/2024, 09:26 AM
Q2 2024 560 $337M +$30.1M -$17.6M +$12.5M AAPL, NVDA, MSFT, XLE, PULS 13F-HR 8/23/2024, 07:45 PM
Q1 2024 557 $333M +$69.9M -$13.8M +$56.1M AAPL, NVDA, MSFT, XLE, PULS 13F-HR 5/14/2024, 09:31 AM
Q4 2023 491 $258M +$13.7M -$8.68M +$4.98M AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 2/9/2024, 05:16 PM
Q3 2023 475 $229M +$4.23M -$18.6M -$14.4M AAPL, MSFT, NVDA, FBNC, DUK 13F-HR 11/13/2023, 03:30 PM
Q2 2023 508 $254M +$52.8M -$8.55M +$44.2M AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 8/11/2023, 09:51 AM
Q1 2023 455 $200M +$8.13M -$35.3M -$27.2M AAPL, MSFT, DUK, FBNC, SPY 13F-HR 5/15/2023, 09:54 AM
Q4 2022 478 $218M +$13.1M -$7.3M +$5.79M AAPL, FBNC, MSFT, DUK, SPY 13F-HR 2/15/2023, 09:50 AM
Q3 2022 472 $196M +$41.7M -$29.3M +$12.5M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 11/14/2022, 10:24 AM
Q2 2022 498 $197M +$42.2M -$35.4M +$6.78M AAPL, MSFT, FBNC, NVDA, AMZN 13F-HR 8/15/2022, 09:27 AM
Q1 2022 437 $225M +$8.86M -$23.7M -$14.9M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 5/12/2022, 11:58 AM
Q4 2021 481 $249M +$19.1M -$5.14M +$14M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 2/14/2022, 01:41 PM
Q3 2021 482 $214M +$12M -$13.4M -$1.46M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 11/15/2021, 09:27 AM
Q2 2021 627 $219M +$15.2M -$3.61M +$11.6M AAPL, MSFT, FBNC, AMZN, SPY 13F-HR 8/2/2021, 08:26 AM
Q1 2021 624 $200M +$19.4M -$8.41M +$11M AAPL, FBNC, MSFT, DUK, AMZN 13F-HR 5/14/2021, 05:08 PM
Q4 2020 556 $176M +$19.3M -$24.6M -$5.25M AAPL, MSFT, FBNC, AMZN, DUK 13F-HR 2/4/2021, 04:50 PM
Q3 2020 1,688 $166M $0 $0 AAPL, MSFT, DUK, AMZN, FBNC 13F-HR 11/13/2020, 01:59 PM