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  Name: Founders Financial Alliance LLC
  City: RALEIGH
  State: NC
  Zip: 27615
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $333,088,000
  Total Value Change : $75,220,000
  Securities Held Change : 66
   
All Securities Held : 557
  New Positions : 83
  Closed Positions : 20
  Increased Positions : 225
  Unchanged Positions : 104
  Decreased Positions : 145

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 20     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 560 Closed $208.49 $0 0 0% -203,000 -1,069 0    Insurance Brokers
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 568 Closed $144.94 $0 0 0% -316,000 -2,248 0    Diversified Electronics
   (PCF)1 Year Chart         PCF Putnam High Income Bond Fund 553 Closed $6.80 $0 0 0% -247,000 -38,537 0    Closed - End Fund - Debt
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 559 Closed $5.90 $0 0 0% -281,000 -37,724 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 567 Closed $38.96 $0 0 0% -182,000 -4,206 0    Domestic Regional Banks
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 552 Closed $71.99 $0 0 0% -128,000 -1,860 0    Investment Brokerage ...
   (HUBS)1 Year Chart         HUBS Hubspot Inc 576 Closed $0.00 $0 0 0% -247,000 -426 0    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... 558 Closed $103.62 $0 0 0% -208,000 -1,810 0    Integrated Telecommun...
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 566 Closed $36.17 $0 0 0% -179,000 -5,177 0    Domestic Regional Banks
   (PODD)1 Year Chart         PODD Insulet Corp 575 Closed $173.42 $0 0 0% -291,000 -1,341 0    Medical Instruments &...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 557 Closed $474.95 $0 0 0% -462,000 -1,136 0    Drug Manufacturers - ...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 565 Closed $171.88 $0 0 0% -308,000 -1,561 0    Drugs - Generic
   (ADSK)1 Year Chart         ADSK Autodesk Inc 574 Closed $212.00 $0 0 0% -302,000 -1,241 0    Technical & System So...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 556 Closed $290.09 $0 0 0% -318,000 -1,079 0    Networking & Communic...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 564 Closed $63.33 $0 0 0% -211,000 -3,438 0    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 573 Closed $71.08 $0 0 0% -209,000 -3,629 0    Conglomerates
   (POTX)1 Year Chart         POTX Global X Cannabis Etf 555 Closed $5.16 $0 0 0% -1,000 -161 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 563 Closed $234.86 $0 0 0% -271,000 -1,031 0    Internet Software & S...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 569 Closed $226.69 $0 0 0% -234,000 -1,111 0    Communication Equipment
   (MLPA)1 Year Chart         MLPA Global X Mlp 554 Closed $46.49 $0 0 0% -7,000 -150 0    N/A

      20 Records Found
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