$225 Million is the total value of Founders Financial Alliance, LLC's 440 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLV | New | ISHARES SILVER TRishares | $428,000 | – | 18,700 | +100.0% | 0.19% | – |
| WMB | New | WILLIAMS COS INC | $342,000 | – | 10,245 | +100.0% | 0.15% | – |
| GLD | New | SPDR GOLD TR | $316,000 | – | 1,751 | +100.0% | 0.14% | – |
| FE | New | FIRSTENERGY CORP | $292,000 | – | 6,360 | +100.0% | 0.13% | – |
| NUE | New | NUCOR CORP | $284,000 | – | 1,910 | +100.0% | 0.13% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $232,000 | – | 2,573 | +100.0% | 0.10% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $215,000 | – | 8,335 | +100.0% | 0.10% | – |
| FAM | New | FIRST TR / ABERDEEN GLOBAL O | $104,000 | – | 13,873 | +100.0% | 0.05% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $101,000 | – | 1,000 | +100.0% | 0.04% | – |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $98,000 | – | 10,676 | +100.0% | 0.04% | – |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $10,000 | – | 184 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 13 | Q3 2023 | 10.2% |
| MICROSOFT CORPORATION | 13 | Q3 2023 | 4.2% |
| FIRST BANCORP N C | 13 | Q3 2023 | 3.6% |
| DUKE ENERGY CORPORATION NEW COM NEW | 13 | Q3 2023 | 2.5% |
| AMAZON COM INCORPORATED | 13 | Q3 2023 | 2.6% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 2.3% |
| NVIDIA CORPORATION | 13 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & COMPANY | 13 | Q3 2023 | 1.7% |
| ISHARES TR | 13 | Q3 2023 | 1.6% |
| JOHNSON & JOHNSON | 13 | Q3 2023 | 1.9% |
View Founders Financial Alliance, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.