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  Name: Founders Financial Alliance LLC
  City: RALEIGH
  State: NC
  Zip: 27615
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $257,868,000
  Total Value Change : $28,916,000
  Securities Held Change : 16
   
All Securities Held : 491
  New Positions : 16
  Closed Positions : 7
  Increased Positions : 184
  Unchanged Positions : 136
  Decreased Positions : 155

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Holdings Found : 16     View All Holdings Currently Viewing:  New 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
   (AON)1 Year Chart         AON Aon Plc 91 New $287.79 $629,000 2,160 0.24% 629,000 2,160 0.001    Life & Health Insurance
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 104 New $76.74 $525,000 7,474 0.2% 525,000 7,474 0.006    N/A
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 188 New $54.24 $291,000 5,048 0.11% 291,000 5,048 0    Beverage Soft Drinks...
   (PTMN)1 Year Chart         PTMN Portman Ridge Finance 202 New $20.07 $255,000 14,018 0.1% 255,000 14,018 0    Closed - End Fund - E...
   (PSX)1 Year Chart         PSX Phillips 66 239 New $146.21 $205,000 1,543 0.08% 205,000 1,543 0    Oil & Gas Refining, P...
   (FTC)1 Year Chart         FTC First Trust Large Cap Growt... 242 New $122.80 $201,000 1,833 0.08% 201,000 1,833 0    Closed - End Fund - Debt
   (OLED)1 Year Chart         OLED Universal Display Corp 241 New $175.46 $201,000 1,050 0.08% 201,000 1,050 0.018    Computer Peripherals
   (PFFA)1 Year Chart         PFFA Virtus Infracap Us Preferre... 243 New $0.00 $200,000 9,642 0.08% 200,000 9,642 0.109    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 249 New $42.22 $182,000 4,206 0.07% 182,000 4,206 0    Domestic Regional Banks
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 275 New $78.68 $128,000 1,860 0.05% 128,000 1,860 0    Investment Brokerage ...
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 337 New $51.07 $52,000 1,000 0.02% 52,000 1,000 0    Closed - End Fund - E...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 340 New $0.00 $50,000 1,050 0.02% 50,000 1,050 0    N/A
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 409 New $48.49 $16,000 375 0.01% 16,000 375 0    N/A
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 429 New $0.00 $10,000 100 0% 10,000 100 0    N/A
   (AMZA)1 Year Chart         AMZA Infracap Mlp Etf 449 New $40.15 $7,000 186 0% 7,000 186 0    N/A
   (CHXF)1 Year Chart         CHXF Wisdom Tree China Dividend ... 476 New $29.71 $2,000 55 0% 2,000 55 0.002    N/A
      16 Records Found
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Page 1 of 1
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