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James Sloop

Founders Financial Alliance, Llc

Assets Managed
$554.89M
Holdings
735
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
4.74%(2Q avg: 2.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Financial Alliance, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 735 positions.

Assets under management

The assets under management (AUM) of Founders Financial Alliance, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 554.89M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by James Sloop, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.6%
5.89%
$32.638M
128,602 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.01%
4.32%
$23.924M
137,178 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.4%
2.29%
$12.688M
34,276 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.08%
1.86%
$10.299M
49,449 shares@ $208.28 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 4.8%
1.74%
$9.603M
194,000 shares@ $49.51 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.03%
1.64%
$9.078M
30,863 shares@ $294.16 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.43%
1.58%
$8.759M
13,410 shares@ $653.21 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 3.52%
1.53%
$8.465M
96,363 shares@ $87.85 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.17%
1.49%
$8.232M
28,626 shares@ $287.57 avg price
DUK
Duke Energy Corp
Recent Activity
Increased 3.2%
1.42%
$7.871M
60,115 shares@ $130.94 avg price

1-10 of 735