FOUNDERS FINANCIAL ALLIANCE LLC
Q1 2025 Form 13-F
RALEIGH, NORTH CAROLINA
CIK 0001832190
· CRD 173011
· SEC-registered investment adviser
$412.6M Reported Value Total
FOUNDERS FINANCIAL ALLIANCE, LLC reports 3,918 total accounts under management (AUM). There are 3,916 discretionary accounts valued at $1,001,916,145, and 2 non-discretionary accounts valued at $181,235.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-10
Reported value
$412.6M
Quarter over quarter
-3.1%
Holdings
615
Top-10 concentration
25.9%
Key People
Form ADV owners & control persons
Tommy Wayne Porter
MANAGING MEMBER
James Allen Sloop
CHIEF COMPLIANCE OFFICER
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 12, 2025 |
| Form | 13F-HR |
| Reported value | $412.6M |
| Positions | 615 |
| Change in reported value | +13.4% |
| New positions | 82 |
| Exited positions | 43 |
| Position turnover | 19.0% |
| Top-10 concentration | 25.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 10, 2026
|
662 | $723.4M |
|
Q2 2026 13F
Filed Aug 4, 2026
|
779 | $754.5M |
|
Q1 2026 13F
Filed May 11, 2026
|
735 | $554.9M |
|
Q4 2025 13F
Filed Feb 12, 2026
|
607 | $529.8M |
|
Q3 2025 13F
Filed Nov 7, 2025
|
713 | $530.9M |
|
Q2 2025 13F
Filed Aug 12, 2025
|
544 | $439.8M |
|
Q1 2025 13F
Filed May 12, 2025
|
615 | $412.6M |
|
Q4 2024 13F
Filed Feb 7, 2025
|
576 | $363.7M |
|
Q3 2024 13F
Filed Nov 1, 2024
|
588 | $359.2M |
|
Q2 2024 13F
Filed Aug 26, 2024
|
560 | $337.2M |
|
Q1 2024 13F
Filed May 14, 2024
|
557 | $333.1M |
|
Q4 2023 13F
Filed Feb 9, 2024
|
491 | $257.9M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
475 | $229.0M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
508 | $254.0M |
|
Q1 2023 13F
Filed May 15, 2023
|
455 | $200.3M |
|
Q4 2022 13F
Filed Feb 15, 2023
|
478 | $217.8M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
467 | $196.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
489 | $197.2M |
|
Q1 2022 13F
Filed May 12, 2022
|
431 | $225.0M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
473 | $248.5M |
5 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $28.3M | 6.86% |
| 2 | NVDA NVIDIA CORPORATION | $16.2M | 3.93% |
| 3 | MSFT MICROSOFT CORP | $12.6M | 3.05% |
| 4 | PULS PGIM ETF TR | $8.4M | 2.04% |
| 5 | AMZN AMAZON COM INC | $8.2M | 1.99% |
| 6 | DUK DUKE ENERGY CORP NEW | $6.8M | 1.64% |
| 7 | JPM JPMORGAN CHASE & CO. | $6.7M | 1.64% |
| 8 | XLE SELECT SECTOR SPDR TR | $6.7M | 1.61% |
| 9 | BIL SPDR SER TR | $6.6M | 1.6% |
| 10 | IVV ISHARES TR | $6.2M | 1.5% |
| 11 | SPY SPDR S&P 500 ETF TR | $5.6M | 1.36% |
| 12 | FBNC FIRST BANCORP N C | $5.0M | 1.21% |
| 13 | JPST J P MORGAN EXCHANGE TRADED F | $4.8M | 1.17% |
| 14 | DGRS WISDOMTREE TR | $4.8M | 1.15% |
| 15 | SPMD SPDR SER TR | $4.3M | 1.05% |
| 16 | DGRW WISDOMTREE TR | $4.2M | 1.02% |
| 17 | QQQ INVESCO QQQ TR | $4.2M | 1.02% |
| 18 | AVGO BROADCOM INC | $4.2M | 1.01% |
| 19 | DIA SPDR DOW JONES INDL AVERAGE | $4.2M | 1.01% |
| 20 | MO ALTRIA GROUP INC | $4.1M | 1.0% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.