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Home > Institutional Investor > Founders Financial Alliance, Llc > Profile

Instuitional Investor - Founders Financial Alliance, Llc

Fund Profile
Filing Period:
Fund Name: Founders Financial Alliance, Llc
Portfolio Value $439,754,833
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 128,804 $26,426,632 6.01%
2.
Nvidia Corp
 NVDA 152,709 $24,126,420 5.49%
3.
Microsoft Corp
 MSFT 33,841 $16,832,448 3.83%
4.
Amazon Com Inc
 AMZN 44,365 $9,733,248 2.21%
5.
Pgim Etf Tr - PGIM ULTRA SH BD
 175,622 $8,738,975 1.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)