Founders Financial Alliance, LLC
736 holdingsFiling period: 2026-03-31Current AUM: $620.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 128.6K | $32.6M | $39.7M | 6.40% | -3,442 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 137.2K | $23.9M | $27.5M | 4.44% | +10 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 34.3K | $12.7M | $15.9M | 2.57% | +136 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 49.4K | $10.3M | $13.4M | 2.16% | -543 | 2026-03-31 |
| 5 | PULS | PGIM ETF TR | 194.0K | $9.6M | $9.6M | 1.55% | +8.9K | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 30.9K | $9.1M | $10.9M | 1.75% | +9 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 13.4K | $8.8M | $10.1M | 1.62% | -334 | 2026-03-31 |
| 8 | DGRW | WISDOMTREE TR | 96.4K | $8.5M | $9.3M | 1.50% | +3.3K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 28.6K | $8.2M | $10.2M | 1.64% | -50 | 2026-03-31 |
| 10 | DUK | DUKE ENERGY CORP NEW | 60.1K | $7.9M | $7.5M | 1.22% | +1.9K | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 23.5K | $7.3M | $9.2M | 1.48% | -327 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 10.8K | $7.0M | $8.1M | 1.30% | +310 | 2026-03-31 |
| 13 | FBNC | FIRST BANCORP N C | 120.5K | $6.8M | $7.6M | 1.22% | -33 | 2026-03-31 |
| 14 | BIL | SPDR SERIES TRUST | 73.5K | $6.7M | $6.7M | 1.09% | +2.3K | 2026-03-31 |
| 15 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 178.9K | $6.4M | $6.9M | 1.11% | +13.1K | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 37.4K | $6.3M | $5.8M | 0.94% | +12 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 37.4K | $6.3M | $5.8M | 0.94% | +12 | 2026-03-31 |
| 18 | TCAF | T ROWE PRICE ETF INC | 170.3K | $6.1M | $7.1M | 1.14% | +9.9K | 2026-03-31 |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | 67.4K | $5.7M | $6.2M | 1.00% | +3.0K | 2026-03-31 |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | 137.1K | $5.5M | $6.1M | 0.99% | +9.0K | 2026-03-31 |
| 21 | EVLN | MORGAN STANLEY ETF TRUST | 114.2K | $5.5M | $5.5M | 0.89% | -11,777 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 9.4K | $5.4M | $6.5M | 1.04% | +316 | 2026-03-31 |
| 23 | TBIL | RBB FD INC | 101.6K | $5.1M | $5.1M | 0.82% | +2.6K | 2026-03-31 |
| 24 | DGRS | WISDOMTREE TR | 95.2K | $5.0M | $5.7M | 0.92% | +2.4K | 2026-03-31 |
| 25 | SPMD | SPDR SERIES TRUST | 84.1K | $5.0M | $5.5M | 0.89% | +5.3K | 2026-03-31 |
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