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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 : 7     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
   (LRCX)1 Year Chart         LRCX Lam Research Corp 490 Closed $947.75 $0 0 0% -374,000 -596 0    Semiconductor Equipme...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 488 Closed $47.31 $0 0 0% -3,000 -75 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 498 Closed $0.00 $0 0 0% -25,000 -189 0    N/A
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 497 Closed $235.32 $0 0 0% -224,000 -872 0    Biotechnology
   (PSK)1 Year Chart         PSK SPDR Series Trust 493 Closed $33.93 $0 0 0% -6,000 -170 0    Closed - End Fund - Debt
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 492 Closed $134.11 $0 0 0% -249,000 -2,057 0    Paper & Paper Products
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 491 Closed $252.61 $0 0 0% -5,000 -26 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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