| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 15 | Q1 2024 | 10.2% |
| MICROSOFT CORPORATION | 15 | Q1 2024 | 4.5% |
| FIRST BANCORP N C | 15 | Q1 2024 | 3.6% |
| DUKE ENERGY CORPORATION NEW COM NEW | 15 | Q1 2024 | 2.5% |
| AMAZON COM INCORPORATED | 15 | Q1 2024 | 2.6% |
| NVIDIA CORPORATION | 15 | Q1 2024 | 4.9% |
| SPDR S&P 500 ETF TR | 15 | Q1 2024 | 2.3% |
| JPMORGAN CHASE & COMPANY | 15 | Q1 2024 | 1.7% |
| ISHARES TR | 15 | Q1 2024 | 1.6% |
| JOHNSON & JOHNSON | 15 | Q1 2024 | 1.9% |
View Founders Financial Alliance, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-26 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
View Founders Financial Alliance, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.