Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.08 Billion
  • Q4 2024

Founders Financial Securities LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 435 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $63.9M, Spdr Portfolio S&P 500 Value E with a value of $47.8M, Schwab Strategic Tr Us Dividen with a value of $35.2M, Ishares Core S&P Sm Cap ETF with a value of $32M, and Ishares Core U.S. Aggregate Bo with a value of $26.4M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $1.06B to 1.08B.

Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $798 Million
Technology: $86.7 Million
Financial Services: $40.8 Million
Healthcare: $24.4 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $22 Million
Energy: $20.1 Million
Industrials: $18.7 Million
Other: $35.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.9 Million 5.93% of portfolio
727,245
Q4 2024 Added 15.98%
$0
$47.8 Million 4.43% of portfolio
934,958
Q4 2024 Added 44.82%
$0
$35.2 Million 3.26% of portfolio
1,288,572
Q4 2024 Added 210.71%
$0
$32 Million 2.97% of portfolio
277,541
Q4 2024 Added 6.58%
$0
$26.4 Million 2.45% of portfolio
272,423
Q4 2024 Reduced 9.91%
$0
$24.4 Million 2.27% of portfolio
510,782
Q4 2024 Added 3.99%
$335B
$24.4 Million 2.27% of portfolio
182,012
Q4 2024 Added 0.7%
$0
$24.3 Million 2.25% of portfolio
577,599
Q4 2024 Reduced 3.14%
$0
$21.2 Million 1.97% of portfolio
80,238
Q4 2024 Added 0.1%
$0
$19.7 Million 1.83% of portfolio
440,097
Q4 2024 Reduced 2.89%
$3.95T
$19.2 Million 1.78% of portfolio
76,564
Q4 2024 Added 0.38%
$0
$17.6 Million 1.63% of portfolio
694,055
Q4 2024 Reduced 3.87%
$0
$16.1 Million 1.49% of portfolio
476,795
Q4 2024 Added 7.53%
$0
$15.8 Million 1.46% of portfolio
30,890
Q4 2024 Reduced 14.18%
$0
$15.6 Million 1.45% of portfolio
67,132
Q4 2024 Added 2.93%
$0
$13.4 Million 1.24% of portfolio
95,931
Q4 2024 Added 18.16%
$3.04T
$12.7 Million 1.18% of portfolio
30,113
Q4 2024 Added 6.6%
$0
$12.6 Million 1.17% of portfolio
70,986
Q4 2024 Reduced 22.67%
$0
$12.4 Million 1.15% of portfolio
21,011
Q4 2024 Reduced 3.92%
$0
$12.4 Million 1.15% of portfolio
256,122
Q4 2024 Added 22.81%
$0
$12.2 Million 1.13% of portfolio
29,785
Q4 2024 Added 7.43%
$0
$11.4 Million 1.06% of portfolio
107,256
Q4 2024 Added 4.43%
$0
$10.9 Million 1.01% of portfolio
169,751
Q4 2024 Added 4.01%
$0
$10.5 Million 0.97% of portfolio
114,864
Q4 2024 Reduced 0.99%
$0
$10.1 Million 0.93% of portfolio
199,339
Q4 2024 Reduced 25.69%
$2.21T
$9.79 Million 0.91% of portfolio
44,626
Q4 2024 Added 1.52%
$0
$9.8 Million 0.91% of portfolio
108,384
Q4 2024 Reduced 4.96%
$0
$9.61 Million 0.89% of portfolio
154,261
Q4 2024 Added 1.85%
$0
$9.48 Million 0.88% of portfolio
188,386
Q4 2024 Added 32.17%
$0
$9.15 Million 0.85% of portfolio
103,046
Q4 2024 Reduced 27.9%
$0
$9.01 Million 0.84% of portfolio
128,131
Q4 2024 Reduced 10.71%
$0
$8.73 Million 0.81% of portfolio
90,171
Q4 2024 Added 11.08%
$0
$8.66 Million 0.8% of portfolio
16,068
Q4 2024 Reduced 8.22%
$0
$8.57 Million 0.79% of portfolio
62,263
Q4 2024 Reduced 9.72%
$0
$7.56 Million 0.7% of portfolio
33,717
Q4 2024 Added 29.03%
$0
$7.19 Million 0.67% of portfolio
42,453
Q4 2024 Reduced 30.44%
$0
$6.91 Million 0.64% of portfolio
41,832
Q4 2024 Reduced 2.25%
$0
$6.3 Million 0.58% of portfolio
226,129
Q4 2024 Added 394.9%
$0
$6.09 Million 0.57% of portfolio
165,652
Q4 2024 Reduced 6.93%
$0
$5.84 Million 0.54% of portfolio
58,211
Q4 2024 Reduced 0.81%
$0
$5.83 Million 0.54% of portfolio
276,865
Q4 2024 New
$0
$5.54 Million 0.51% of portfolio
19,114
Q4 2024 Reduced 1.39%
$88.6B
$5.47 Million 0.51% of portfolio
23,604
Q4 2024 Reduced 2.27%
$0
$5.11 Million 0.47% of portfolio
57,409
Q4 2024 Reduced 8.1%
$1.56T
$4.99 Million 0.46% of portfolio
8,459
Q4 2024 Added 3.7%
$0
$4.99 Million 0.46% of portfolio
130,142
Q4 2024 Reduced 4.66%
$0
$4.9 Million 0.45% of portfolio
30,738
Q4 2024 Reduced 0.03%
$0
$4.89 Million 0.45% of portfolio
86,591
Q4 2024 Reduced 13.34%
$0
$4.85 Million 0.45% of portfolio
193,887
Q4 2024 Reduced 2.94%

Summary

  • Portfolio
  • No. of Stocks 435
  • Current Value $1.08 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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