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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.31K
+ 5.49%
$55.41 - $60.74 $128K - $140K
44.3K $2.5M
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
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
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.85K
+ 7.97%
$96.88 - $111.25 $179K - $205K
25K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
535
+ 9.41%
$347.25 - $424.87 $186K - $227K
6.22K $2.28M
BMY
Bristol Myers Squibb CO

Healthcare
190
+ 1.53%
$53.9 - $63.11 $10.2K - $12K
12.6K $766K
VGT
Vanguard Information Technolog

ETFs
200
+ 35.97%
$542.38 - $646.34 $108K - $129K
756 $410K
DE
Deere & CO

Industrials
45
+ 4.74%
$408.57 - $509.27 $18.4K - $22.9K
995 $467K
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
123
+ 2.15%
$56.12 - $68.15 $6.9K - $8.38K
5.84K $396K
PSLV
Sprott Physical Silver Trust

Financial Services
1.31K
+ 7.02%
$9.86 - $11.68 $12.9K - $15.3K
19.9K $231K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.03K
+ 23.77%
$27.56 - $32.1 $83.5K - $97.3K
15.8K $444K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.41K
+ 12.14%
$89.18 - $104.04 $126K - $147K
13K $1.19M
NVS
Novartis Ag

Healthcare
87
+ 3.14%
$97.14 - $115.57 $8.45K - $10.1K
2.86K $318K
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
NANR
Spdr Index Shs Fds S&P North A

ETFs
361
+ 6.36%
$51.78 - $56.0 $18.7K - $20.2K
6.04K $335K
OTIS
Otis Worldwide Corp

Industrials
125
+ 4.21%
$90.77 - $104.01 $11.3K - $13K
3.09K $319K
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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
770
+ 20.79%
$80.73 - $94.96 $62.2K - $73.1K
4.47K $371K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
530
+ 3.49%
$38.99 - $40.37 $20.7K - $21.4K
15.7K $633K
MA
Mastercard Inc

Financial Services
41
+ 7.14%
$504.67 - $576.31 $20.7K - $23.6K
615 $337K
APD
Air Products & Chemicals, Inc.

Basic Materials
55
+ 1.61%
$283.24 - $338.07 $15.6K - $18.6K
3.48K $1.03M
MKC
Mccormick & CO Inc

Consumer Defensive
4
+ 0.07%
$71.24 - $84.73 $285 - $339
5.35K $440K
CL
Colgate Palmolive CO

Consumer Defensive
185
+ 3.34%
$85.68 - $97.5 $15.9K - $18K
5.72K $535K
BBDC
Barings Bdc, Inc.

Financial Services
2.52K
+ 13.43%
$9.36 - $10.78 $23.6K - $27.1K
21.3K $202K
CSQ
Calamos Strategic Total Return Fund

Financial Services
9.48K
+ 10.87%
$15.97 - $18.5 $151K - $175K
96.7K $1.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
797
+ 12.57%
$92.45 - $106.69 $73.7K - $85K
7.14K $662K
LYG
Lloyds Banking Group PLC

Financial Services
1.47K
+ 12.99%
$2.58 - $3.9 $3.79K - $5.73K
12.8K $48K
EQIX
Equinix Inc

Real Estate
154
+ 18.1%
$803.0 - $959.97 $124K - $148K
1.01K $819K
ARLP
Alliance Resource Partners LP

Energy
227
+ 2.19%
$24.47 - $29.24 $5.55K - $6.64K
10.6K $289K
LMT
Lockheed Martin Corp

Industrials
226
+ 10.47%
$423.19 - $506.29 $95.6K - $114K
2.38K $1.06M
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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