Founders Financial Securities LLC Incresed Positions in Q1 2025

Founders Financial Securities LLC

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
PAPR
Innovator U.S. Equity Power Bu

ETFs
20.8K
+ 138.82%
$35.21 - $37.69 $733K - $784K
35.8K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
3.73K
+ 14.99%
$158.56 - $176.26 $591K - $657K
28.6K $4.87M
CMCSA
Comcast Corp

Communication Services
20.1K
+ 32.95%
$33.19 - $38.23 $667K - $769K
81.1K $2.99M
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
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
CGUS
Capital Group Core Equity ETF
23.1K
+ 21.03%
$33.08 - $36.62 $763K - $845K
133K $4.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
57
+ 0.02%
$95.85 - $99.25 $5.46K - $5.66K
272K $27M
MSFT
Microsoft Corp

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

ETFs
2.45K
+ 30.4%
$253.32 - $282.66 $621K - $693K
10.5K $2.7M
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
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
DIS
Walt Disney CO

Communication Services
5.9K
+ 46.2%
$96.87 - $114.0 $571K - $672K
18.7K $1.84M
ENB
Enbridge Inc

Energy
5.95K
+ 9.76%
$41.54 - $45.45 $247K - $270K
66.8K $2.96M
PULS
Pgim ETF Tr

ETFs
7.31K
+ 169.52%
$49.56 - $49.78 $362K - $364K
11.6K $578K
IBM
International Business Machines Corp

Technology
153
+ 1.35%
$217.4 - $264.74 $33.3K - $40.5K
11.5K $2.85M
UNH
Unitedhealth Group Inc

Healthcare
412
+ 5.91%
$461.52 - $548.18 $190K - $226K
7.38K $3.87M
WM
Waste Management Inc

Industrials
561
+ 8.64%
$200.54 - $233.78 $113K - $131K
7.06K $1.63M
RDVY
First Trust Rising Dividend Ac

ETFs
5.82K
+ 11.31%
$57.22 - $63.39 $333K - $369K
57.3K $3.36M
PEP
Pepsico Inc

Consumer Defensive
2.02K
+ 72.89%
$142.64 - $156.42 $288K - $316K
4.8K $719K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.38K
+ 32.75%
$237.72 - $276.98 $327K - $381K
5.57K $1.36M
FTCS
First Trust Capital Strength E

ETFs
3.14K
+ 73.0%
$86.39 - $91.35 $272K - $287K
7.45K $667K
FSK
Fs Kkr Capital Corp

Financial Services
15.4K
+ 31.24%
$20.47 - $24.06 $316K - $371K
64.8K $1.36M
ABBV
Abb Vie Inc.

Healthcare
685
+ 15.85%
$169.2 - $216.66 $116K - $148K
5.01K $1.05M
MMM
3 M CO

Industrials
1.54K
+ 63.24%
$129.7 - $155.12 $199K - $238K
3.97K $582K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.51K
+ 121.17%
$97.38 - $104.52 $245K - $263K
4.59K $468K
AVB
Avalonbay Communities Inc

Real Estate
1.39K
+ 20.27%
$207.86 - $228.08 $288K - $316K
8.23K $1.77M
INTU
Intuit Inc

Technology
450
+ 39.4%
$555.63 - $630.23 $250K - $284K
1.59K $977K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
7.44K
+ 15.23%
$37.11 - $39.53 $276K - $294K
56.3K $2.11M
HLN
Haleon PLC

Healthcare
16K
+ 13.38%
$9.02 - $10.67 $145K - $171K
136K $1.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
520
+ 14.62%
$208.48 - $244.03 $108K - $127K
4.08K $994K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.52K
+ 26.79%
$156.61 - $168.02 $238K - $256K
7.2K $1.16M
NFLX
Netflix Inc

Communication Services
149
+ 6.39%
$828.4 - $1058.6 $123K - $158K
2.48K $2.31M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.01K
+ 8.09%
$53.6 - $58.97 $375K - $413K
93.6K $5.13M
NVO
Novo Nordisk A S

Healthcare
4.22K
+ 120.16%
$69.3 - $90.95 $292K - $384K
7.73K $536K
AZN
Astrazeneca PLC

Healthcare
1.33K
+ 7.93%
$65.37 - $77.96 $87.1K - $104K
18.1K $1.33M
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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