Founders Financial Alliance, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 12, 2025
Value $
$440M
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 544 stock holdings with total value $440M as of Q2 2025. Top holdings included AAPL, NVDA, MSFT, AMZN, and PULS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 544 $440M +$22.7M -$25.9M -$3.25M AAPL, NVDA, MSFT, AMZN, PULS 13F-HR 8/12/2025, 10:20 AM
Q1 2025 616 $413M +$68M -$7.86M +$60.1M AAPL, NVDA, MSFT, PULS, AMZN 13F-HR 5/12/2025, 09:11 AM
Q4 2024 576 $364M +$16.4M -$13.3M +$3.09M AAPL, NVDA, MSFT, AMZN, PULS 13F-HR 2/7/2025, 02:17 PM
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 +$30M -$17.6M +$12.4M AAPL, NVDA, MSFT, XLE, PULS 13F-HR 8/23/2024, 07:45 PM
Q1 2024 556 $332M +$68.7M -$13.8M +$54.9M AAPL, NVDA, MSFT, XLE, PULS 13F-HR 5/14/2024, 09:31 AM
Q4 2023 490 $258M +$13.7M -$8.68M +$4.98M AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 2/9/2024, 05:16 PM
Q3 2023 523 $228M +$4.23M -$18.6M -$14.3M AAPL, MSFT, NVDA, FBNC, DUK 13F-HR 11/13/2023, 03:30 PM
Q2 2023 508 $254M +$52.8M -$1.95M +$50.8M AAPL, MSFT, NVDA, FBNC, AMZN 13F-HR 8/11/2023, 09:51 AM
Q1 2023 456 $200M +$8.22M -$29.1M -$20.8M AAPL, MSFT, DUK, FBNC, SPY 13F-HR 5/15/2023, 09:54 AM
Q4 2022 478 $218M +$13.1M -$5.73M +$7.37M AAPL, FBNC, MSFT, DUK, SPY 13F-HR 2/15/2023, 08:50 AM
Q3 2022 467 $196M +$41.7M -$18.5M +$23.3M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 11/14/2022, 09:24 AM
Q2 2022 488 $197M +$42.2M -$25.8M +$16.4M AAPL, MSFT, FBNC, NVDA, AMZN 13F-HR 8/15/2022, 09:27 AM
Q1 2022 428 $224M +$8.85M -$10.1M -$1.26M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 5/12/2022, 11:58 AM
Q4 2021 471 $248M +$21.1M -$3.56M +$17.5M AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 2/14/2022, 12:41 PM
Q3 2021 436 $205M +$9.13M -$9.28M -$149K AAPL, MSFT, FBNC, DUK, AMZN 13F-HR 11/15/2021, 09:27 AM
Q2 2021 375 $149M $0 $0 AAPL, FBNC, AMZN, SPY, DUK 13F-HR 8/2/2021, 08:26 AM
Q1 2021 349 $102M $0 $0 FBNC, DUK, AMZN, SPY, IVV 13F-HR 5/14/2021, 05:08 PM
Q4 2020 268 $68.5M FBNC, AMZN, DUK, IWF, LQD 13F-HR 2/4/2021, 03:50 PM
Q3 2020 916 $89.2M MSFT, DUK, AMZN, FBNC, LQD 13F-HR 11/13/2020, 12:59 PM