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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.11K
+ 6.06%
$23.32 - $23.84 $119K - $122K
89.4K $2.09M
PSA
Public Storage

Real Estate
385
+ 11.36%
$288.99 - $313.98 $111K - $121K
3.78K $1.13M
ABT
Abbott Laboratories

Healthcare
495
+ 20.55%
$111.1 - $140.22 $55K - $69.4K
2.9K $385K
ZTS
Zoetis Inc.

Healthcare
629
+ 16.12%
$156.48 - $175.67 $98.4K - $110K
4.53K $745K
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.62%
$279.74 - $321.29 $7.55K - $8.67K
4.39K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.5K
+ 36.06%
$18.36 - $20.51 $82.6K - $92.3K
17K $335K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
20
+ 1.74%
$402.49 - $513.76 $8.05K - $10.3K
1.17K $565K
GWW
W.W. Grainger, Inc.

Industrials
185
+ 15.15%
$953.54 - $1132.42 $176K - $209K
1.41K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
454
+ 5.55%
$91.75 - $115.81 $41.7K - $52.6K
8.63K $846K
ASC
Ardmore Shipping Corp

Industrials
10K
New
$9.06 - $13.6 $90.6K - $136K
10K $97K
SLV
I Shares Silver Trust

ETFs
1.5K
+ 14.03%
$26.93 - $31.32 $40.4K - $46.9K
12.2K $377K
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 43.16%
$156.06 - $207.71 $193K - $257K
4.1K $641K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.1K
+ 7.84%
$57.21 - $65.8 $692K - $795K
166K $9.71M
F
Ford Motor CO

Consumer Cyclical
8.04K
+ 11.96%
$9.12 - $10.43 $73.3K - $83.8K
75.2K $754K
IYF
Ishares Tr

ETFs
418
+ 2.37%
$107.69 - $119.37 $45K - $49.9K
18.1K $2.04M
WDAY
Workday, Inc.

Technology
695
+ 21.68%
$233.53 - $277.82 $162K - $193K
3.9K $911K
MPC
Marathon Petroleum Corp

Energy
314
+ 5.44%
$134.72 - $159.03 $42.3K - $49.9K
6.08K $886K
PGR
Progressive Corp

Financial Services
76
+ 5.89%
$235.61 - $291.22 $17.9K - $22.1K
1.37K $386K
QCOM
Qualcomm Inc

Technology
482
+ 14.92%
$151.94 - $175.86 $73.2K - $84.8K
3.71K $570K
ASML
Asml Holding Nv

Technology
173
+ 12.88%
$662.63 - $776.99 $115K - $134K
1.52K $1M
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 5.54%
$84.5 - $105.05 $146K - $182K
32.9K $2.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
824
+ 6.99%
N/A
12.6K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
535
+ 9.41%
$347.25 - $424.87 $186K - $227K
6.22K $2.28M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.85K
+ 7.97%
$96.88 - $111.25 $179K - $205K
25K $2.5M
BMY
Bristol Myers Squibb CO

Healthcare
190
+ 1.53%
$53.9 - $63.11 $10.2K - $12K
12.6K $766K
DE
Deere & CO

Industrials
45
+ 4.74%
$408.57 - $509.27 $18.4K - $22.9K
995 $467K
VGT
Vanguard Information Technolog

ETFs
200
+ 35.97%
$542.38 - $646.34 $108K - $129K
756 $410K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.39K
+ 13.21%
$49.25 - $50.66 $68.3K - $70.2K
11.9K $589K
VHT
Vanguard Health Care ETF

ETFs
136
+ 5.84%
$254.06 - $273.83 $34.6K - $37.2K
2.47K $652K
ISRG
Intuitive Surgical Inc

Healthcare
238
+ 11.48%
$476.63 - $610.45 $113K - $145K
2.31K $1.14M
IVE
Ishares S&P 500 Value ETF

ETFs
324
+ 10.89%
$185.78 - $198.58 $60.2K - $64.3K
3.3K $628K
SSO
Proshares Ultra S&P 500

ETFs
1.43K
+ 23.97%
$80.57 - $100.21 $115K - $143K
7.37K $610K
PSX
Phillips 66

Energy
214
+ 6.32%
$113.93 - $131.55 $24.4K - $28.2K
3.6K $444K
BRSP
Bright Spire Capital, Inc.

Real Estate
10.3K
New
$5.48 - $6.23 $56.5K - $64.2K
10.3K $57K
EVGO
E Vgo Inc.

Consumer Cyclical
21K
New
$2.37 - $4.46 $49.8K - $93.7K
21K $55K
MDLZ
Mondelez International, Inc.

Consumer Defensive
123
+ 2.15%
$56.12 - $68.15 $6.9K - $8.38K
5.84K $396K
ARRY
Array Technologies, Inc.

Technology
11K
New
$4.87 - $7.62 $53.6K - $83.8K
11K $53K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.03K
+ 23.77%
$27.56 - $32.1 $83.5K - $97.3K
15.8K $444K
PSLV
Sprott Physical Silver Trust

Financial Services
1.31K
+ 7.02%
$9.86 - $11.68 $12.9K - $15.3K
19.9K $231K
NVS
Novartis Ag

Healthcare
87
+ 3.14%
$97.14 - $115.57 $8.45K - $10.1K
2.86K $318K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.41K
+ 12.14%
$89.18 - $104.04 $126K - $147K
13K $1.19M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.4K
+ 19.32%
$31.63 - $35.22 $75.8K - $84.5K
14.8K $473K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
886
+ 9.84%
$50.87 - $51.09 $45.1K - $45.3K
9.89K $504K
SCHW
Schwab Charles Corp

Financial Services
135
+ 1.59%
$71.24 - $83.64 $9.62K - $11.3K
8.61K $673K
OTIS
Otis Worldwide Corp

Industrials
125
+ 4.21%
$90.77 - $104.01 $11.3K - $13K
3.09K $319K
NANR
Spdr Index Shs Fds S&P North A

ETFs
361
+ 6.36%
$51.78 - $56.0 $18.7K - $20.2K
6.04K $335K
EEMV
Ishares Msci Emerging Markets

ETFs
420
+ 0.75%
$57.07 - $59.29 $24K - $24.9K
56.4K $3.29M
PFE
Pfizer Inc

Healthcare
2.26K
+ 19.22%
$25.01 - $27.13 $56.6K - $61.4K
14K $355K
IGLB
Ishares 10+ Year Investment Gr

ETFs
678
+ 9.08%
$48.32 - $51.22 $32.8K - $34.7K
8.14K $409K
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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