Founders Financial Securities LLC Purchases in Q1 2025

Founders Financial Securities LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
21.4K
+ 136.2%
$38.06 - $40.36 $814K - $864K
37.1K $1.42M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
20.9K
+ 134.25%
$38.92 - $41.1 $814K - $859K
36.5K $1.43M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
20.7K
+ 134.76%
$39.11 - $41.9 $810K - $868K
36.1K $1.43M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
20K
+ 134.63%
$40.44 - $43.17 $809K - $863K
34.9K $1.43M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
21.6K
+ 133.95%
$37.69 - $39.76 $814K - $859K
37.7K $1.43M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
19.5K
+ 135.15%
$41.51 - $44.56 $810K - $870K
34K $1.43M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
DVY
Ishares Tr

ETFs
5.63K
+ 50.84%
$128.58 - $138.1 $723K - $777K
16.7K $2.24M
XLE
Energy Sector Spdr

ETFs
5.95K
+ 22.28%
$85.7 - $93.96 $510K - $559K
32.7K $3.05M
V
Visa Inc.

Financial Services
653
+ 4.27%
$306.92 - $362.71 $200K - $237K
16K $5.59M
VIG
Vanguard Dividend Appreciation

ETFs
4.13K
+ 65.97%
N/A
10.4K $1.89M
POCT
Innovator U.S. Equity Power Bu

ETFs
19.2K
+ 139.76%
$38.53 - $40.49 $739K - $776K
32.9K $1.28M
PJAN
Innovator U.S. Equity Power Bu

ETFs
18K
+ 126.49%
$41.09 - $43.24 $738K - $777K
32.2K $1.33M
PJUL
Innovator U.S. Equity Power Bu

ETFs
18.7K
+ 106.9%
$39.81 - $42.17 $743K - $787K
36.1K $1.45M
PRU
Prudential Financial Inc

Financial Services
6.52K
New
$105.04 - $122.33 $685K - $798K
6.52K $728K
PAPR
Innovator U.S. Equity Power Bu

ETFs
20.8K
+ 138.82%
$35.21 - $37.69 $733K - $784K
35.8K $1.28M
IEF
Ishares Barclays

ETFs
7.56K
New
$91.17 - $95.39 $689K - $721K
7.56K $720K
T
At&T Inc.

Communication Services
25.4K
New
$21.56 - $28.28 $547K - $717K
25.4K $717K
CMCSA
Comcast Corp

Communication Services
20.1K
+ 32.95%
$33.19 - $38.23 $667K - $769K
81.1K $2.99M
PG
Procter & Gamble CO

Consumer Defensive
3.73K
+ 14.99%
$158.56 - $176.26 $591K - $657K
28.6K $4.87M
RTX
Raytheon Technologies Corp

Industrials
1.67K
+ 6.05%
$114.1 - $135.66 $190K - $226K
29.2K $3.87M
CGGO
Capital Group Global Growth Eq

ETFs
25.7K
+ 46.87%
$28.33 - $30.84 $729K - $793K
80.6K $2.28M
GLD
Spdr Gold Trust

ETFs
1.6K
+ 33.99%
$243.19 - $288.14 $388K - $460K
6.29K $1.81M
XLG
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 369.27%
$45.72 - $51.73 $676K - $765K
18.8K $865K
NOC
Northrop Grumman Corp

Industrials
1.04K
+ 35.18%
$433.45 - $513.82 $452K - $535K
4K $2.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
297
+ 4.8%
$442.66 - $534.52 $131K - $159K
6.48K $3.45M
KO
Coca Cola CO

Consumer Defensive
5.09K
+ 18.11%
$60.81 - $72.32 $309K - $368K
33.2K $2.38M
BDX
Becton Dickinson & CO

Healthcare
2.62K
+ 24.82%
$222.79 - $249.08 $583K - $652K
13.2K $3.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.15K
+ 15.81%
$105.1 - $109.61 $541K - $565K
37.7K $4.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.77K
New
$63.07 - $73.5 $553K - $645K
8.77K $616K
CGUS
Capital Group Core Equity ETF
23.1K
+ 21.03%
$33.08 - $36.62 $763K - $845K
133K $4.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.8K
New
$21.75 - $24.28 $584K - $652K
26.8K $592K
SNPS
Synopsys Inc

Technology
1.38K
New
$428.58 - $551.54 $592K - $762K
1.38K $592K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.9K
New
$114.57 - $118.14 $562K - $579K
4.9K $579K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.9K
New
$25.77 - $27.6 $539K - $577K
20.9K $556K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
57
+ 0.02%
$95.85 - $99.25 $5.46K - $5.66K
272K $27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.54K
New
$74.85 - $84.89 $489K - $555K
6.54K $534K
VV
Vanguard Large Cap ETF

ETFs
2.45K
+ 30.4%
$253.32 - $282.66 $621K - $693K
10.5K $2.7M
MSFT
Microsoft Corp

Technology
5.1K
+ 16.95%
$375.39 - $447.2 $1.92M - $2.28M
35.2K $13.2M
VB
Vanguard Small Cap ETF

ETFs
2.41K
+ 229.89%
$217.89 - $252.64 $524K - $608K
3.45K $765K
TXN
Texas Instruments Inc

Technology
2.59K
+ 50.31%
N/A
7.74K $1.51M
FIW
First Trust Water ETF

ETFs
4.81K
New
$99.48 - $106.74 $479K - $514K
4.81K $484K
IYK
Ishares U.S. Consumer Staples

ETFs
6.56K
New
$63.29 - $71.8 $415K - $471K
6.56K $469K
VZ
Verizon Communications Inc

Communication Services
8.41K
+ 54.12%
$37.81 - $46.49 $318K - $391K
23.9K $1.09M
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.03%
$211.3 - $272.83 $634 - $818
9.88K $2.63M
TRV
Travelers Companies, Inc.

Financial Services
813
+ 8.62%
$232.43 - $265.13 $189K - $216K
10.2K $2.71M
CVX
Chevron Corp

Energy
599
+ 4.02%
$146.71 - $167.97 $87.9K - $101K
15.5K $2.59M
AMT
American Tower Corp

Real Estate
893
+ 12.79%
$173.46 - $217.6 $155K - $194K
7.88K $1.71M
KJUL
Innovator U.S. Small Cap Power

Technology
15.2K
New
$27.83 - $30.18 $424K - $460K
15.2K $426K
Activity Summary
Buys All Purchases 342 New Holdings 75 Increased Positions 267 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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