Founders Financial Alliance, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$363.7B
Holdings
576
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (576 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,750 | $32.2B | 8.86% | |
| 2 | NVDANVIDIA CORPORATION | 141,942 | $19.1B | 5.24% | |
| 3 | MSFTMICROSOFT CORP | 31,422 | $13.2B | 3.64% | |
| 4 | AMZNAMAZON COM INC | 38,937 | $8.5B | 2.35% | |
| 5 | PULSPGIM ETF TR | 154,545 | $7.7B | 2.11% | |
| 6 | BILSPDR SER TR | 80,657 | $7.4B | 2.03% | |
| 7 | JPMJPMORGAN CHASE & CO. | 26,200 | $6.3B | 1.73% | |
| 8 | XLESELECT SECTOR SPDR TR | 73,276 | $6.3B | 1.73% | |
| 9 | DUKDUKE ENERGY CORP NEW | 54,248 | $5.8B | 1.61% | |
| 10 | FBNCFIRST BANCORP N C | 125,633 | $5.5B | 1.52% | |
| 11 | SPYSPDR S&P 500 ETF TR | 8,728 | $5.1B | 1.41% | |
| 12 | AVGOBROADCOM INC | 22,059 | $5.1B | 1.41% | |
| 13 | DGRSWISDOMTREE TR | 98,375 | $5.0B | 1.39% | |
| 14 | GOOGLALPHABET INC | 25,538 | $4.8B | 1.33% | |
| 15 | SPMDSPDR SER TR | 83,441 | $4.6B | 1.25% | |
| 16 | DGRWWISDOMTREE TR | 53,518 | $4.3B | 1.19% | |
| 17 | IWFISHARES TR | 10,750 | $4.3B | 1.19% | |
| 18 | DONSPDR DOW JONES INDL AVERAGE | 8,376 | $3.6B | 0.98% | |
| 19 | JPSTJ P MORGAN EXCHANGE TRADED F | 70,406 | $3.5B | 0.97% | |
| 20 | MOALTRIA GROUP INC | 66,717 | $3.5B | 0.96% | |
| 21 | SPSMSPDR SER TR | 77,575 | $3.5B | 0.96% | |
| 22 | ABBVABBVIE INC | 18,030 | $3.2B | 0.88% | |
| 23 | VYMVANGUARD WHITEHALL FDS | 24,849 | $3.2B | 0.87% | |
| 24 | LOWLOWES COS INC | 12,032 | $3.0B | 0.82% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,108 | $2.8B | 0.76% | |
| 26 | CVXCHEVRON CORP NEW | 18,792 | $2.7B | 0.75% | |
| 27 | XOMEXXON MOBIL CORP | 25,040 | $2.7B | 0.74% | |
| 28 | IWDISHARES TR | 14,146 | $2.6B | 0.72% | |
| 29 | JNJJOHNSON & JOHNSON | 17,927 | $2.6B | 0.71% | |
| 30 | 4I1PHILIP MORRIS INTL INC | 21,229 | $2.6B | 0.70% | |
| 31 | DONWISDOMTREE TR | 49,344 | $2.5B | 0.69% | |
| 32 | IVVISHARES TR | 4,229 | $2.5B | 0.68% | |
| 33 | WMTWALMART INC | 25,021 | $2.3B | 0.62% | |
| 34 | DIVOAMPLIFY ETF TR | 53,503 | $2.2B | 0.60% | |
| 35 | HONHONEYWELL INTL INC | 9,216 | $2.1B | 0.57% | |
| 36 | HDHOME DEPOT INC | 5,277 | $2.1B | 0.56% | |
| 37 | SPTMSPDR SER TR | 28,439 | $2.0B | 0.56% | |
| 38 | VOOVANGUARD INDEX FDS | 3,628 | $2.0B | 0.54% | |
| 39 | TAT&T INC | 82,047 | $1.9B | 0.51% | |
| 40 | PGPROCTER AND GAMBLE CO | 11,101 | $1.9B | 0.51% | |
| 41 | GCOWPACER FDS TR | 53,925 | $1.8B | 0.50% | |
| 42 | QDPLPACER FDS TR | 46,924 | $1.8B | 0.50% | |
| 43 | ETNEATON CORP PLC | 5,415 | $1.8B | 0.49% | |
| 44 | MCDMCDONALDS CORP | 6,051 | $1.8B | 0.48% | |
| 45 | IBMINTERNATIONAL BUSINESS MACHS | 7,964 | $1.8B | 0.48% | |
| 46 | METAMETA PLATFORMS INC | 2,798 | $1.6B | 0.45% | |
| 47 | GOFGUGGENHEIM STRATEGIC OPPORTU | 106,201 | $1.6B | 0.45% | |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 8,243 | $1.6B | 0.44% | |
| 49 | NEENEXTERA ENERGY INC | 22,283 | $1.6B | 0.44% | |
| 50 | VUGVANGUARD INDEX FDS | 3,890 | $1.6B | 0.44% | |
| 51 | DLNWISDOMTREE TR | 20,036 | $1.6B | 0.43% | |
| 52 | MRKMERCK & CO INC | 15,089 | $1.5B | 0.41% | |
| 53 | SPYVSPDR SER TR | 29,119 | $1.5B | 0.41% | |
| 54 | GOOGALPHABET INC | 7,368 | $1.4B | 0.39% | |
| 55 | CSCOCISCO SYS INC | 23,636 | $1.4B | 0.38% | |
| 56 | BACBANK AMERICA CORP | 31,685 | $1.4B | 0.38% | |
| 57 | NDQINVESCO QQQ TR | 2,714 | $1.4B | 0.38% | |
| 58 | PEPPEPSICO INC | 8,980 | $1.4B | 0.38% | |
| 59 | UANCVR PARTNERS LP | 17,304 | $1.3B | 0.36% | |
| 60 | RSPINVESCO EXCHANGE TRADED FD T | 7,501 | $1.3B | 0.36% | |
| 61 | USFRWISDOMTREE TR | 25,845 | $1.3B | 0.36% | |
| 62 | KOCOCA COLA CO | 20,767 | $1.3B | 0.36% | |
| 63 | XLKSELECT SECTOR SPDR TR | 5,462 | $1.3B | 0.35% | |
| 64 | AGNCAGNC INVT CORP | 136,611 | $1.3B | 0.35% | |
| 65 | SCHDSCHWAB STRATEGIC TR | 44,978 | $1.2B | 0.34% | |
| 66 | LLYELI LILLY & CO | 1,577 | $1.2B | 0.33% | |
| 67 | VBVANGUARD INDEX FDS | 5,063 | $1.2B | 0.33% | |
| 68 | MARMARRIOTT INTL INC NEW | 4,261 | $1.2B | 0.33% | |
| 69 | RTXRTX CORPORATION | 10,206 | $1.2B | 0.32% | |
| 70 | TFCTRUIST FINL CORP | 27,151 | $1.2B | 0.32% | |
| 71 | CLMTCALUMET INC | 52,790 | $1.2B | 0.32% | |
| 72 | VTVVANGUARD INDEX FDS | 6,836 | $1.2B | 0.32% | |
| 73 | RYROYAL BK CDA | 9,569 | $1.2B | 0.32% | |
| 74 | XLFSELECT SECTOR SPDR TR | 22,617 | $1.1B | 0.30% | |
| 75 | CATCATERPILLAR INC | 3,002 | $1.1B | 0.30% | |
| 76 | ORCORCHID IS CAP INC | 139,563 | $1.1B | 0.30% | |
| 77 | AMDADVANCED MICRO DEVICES INC | 8,984 | $1.1B | 0.30% | |
| 78 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,204 | $1.0B | 0.28% | |
| 79 | OXLCLOXFORD LANE CAP CORP | 201,464 | $1.0B | 0.28% | |
| 80 | BCICPORTMAN RIDGE FIN CORP | 62,217 | $1.0B | 0.28% | |
| 81 | DYHTARGET CORP | 7,504 | $1.0B | 0.28% | |
| 82 | LQDISHARES TR | 9,457 | $1.0B | 0.28% | |
| 83 | COSTCOSTCO WHSL CORP NEW | 1,091 | $999.6M | 0.27% | |
| 84 | GSGOLDMAN SACHS GROUP INC | 1,726 | $988.6M | 0.27% | |
| 85 | WMWASTE MGMT INC DEL | 4,810 | $970.5M | 0.27% | |
| 86 | SBUXSTARBUCKS CORP | 10,629 | $969.9M | 0.27% | |
| 87 | FCXFREEPORT-MCMORAN INC | 25,063 | $954.4M | 0.26% | |
| 88 | ROLROLLINS INC | 20,476 | $949.0M | 0.26% | |
| 89 | IRMIRON MTN INC DEL | 9,007 | $946.7M | 0.26% | |
| 90 | BACVERIZON COMMUNICATIONS INC | 22,978 | $918.9M | 0.25% | |
| 91 | AEPAMERICAN ELEC PWR CO INC | 9,909 | $913.9M | 0.25% | |
| 92 | OKEONEOK INC NEW | 8,970 | $900.6M | 0.25% | |
| 93 | ORCLORACLE CORP | 5,157 | $859.4M | 0.24% | |
| 94 | QCOMQUALCOMM INC | 5,511 | $846.7M | 0.23% | |
| 95 | VVISA INC | 2,638 | $833.7M | 0.23% | |
| 96 | DISDISNEY WALT CO | 7,372 | $820.9M | 0.23% | |
| 97 | DDOMINION ENERGY INC | 15,170 | $817.1M | 0.22% | |
| 98 | CRWDCROWDSTRIKE HLDGS INC | 2,376 | $813.0M | 0.22% | |
| 99 | GTOINVESCO ACTIVELY MANAGED EXC | 17,277 | $801.7M | 0.22% | |
| 100 | AXPAMERICAN EXPRESS CO | 2,669 | $792.1M | 0.22% |
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