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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 $754,485,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,514 $36,318,851 4.81%
2.
Ishares Trust
 IEF 39,635 $29,682,321 3.93%
3.
Nvidia Corp
 NVDA 135,794 $27,170,992 3.6%
4.
Ishares Tr
 324,785 $14,988,862 1.99%
5.
Microsoft Corp
 MSFT 34,673 $12,933,812 1.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.