Founders Financial Securities LLC Reduced Holdings in Q4 2024

Founders Financial Securities LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-30K
- 9.91%
$96.64 - $101.23 $2.9M - $3.03M
272K $26.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-73K
- 63.48%
$55.86 - $60.21 $4.08M - $4.4M
42K $2.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-39.9K
- 27.9%
$88.59 - $94.57 $3.53M - $3.77M
103K $9.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20.8K
- 22.67%
$176.42 - $186.91 $3.67M - $3.89M
71K $12.6M
TFLO
Ishares Treasury Floating Rate

ETFs
-68.9K
- 25.69%
$50.37 - $50.63 $3.47M - $3.49M
199K $10.1M
VTV
Vanguard Value ETF

ETFs
-18.6K
- 30.44%
$168.32 - $181.87 $3.13M - $3.38M
42.5K $7.19M
VRIG
Invesco Actively Managed ETF F

ETFs
-91.6K
- 70.09%
$25.06 - $25.2 $2.29M - $2.31M
39.1K $981K
IEFA
Ishares Tr

ETFs
-15.4K
- 10.71%
$70.06 - $77.43 $1.08M - $1.19M
128K $9.01M
DFAE
Dimensional ETF Tr

ETFs
-28K
- 3.87%
$25.36 - $28.15 $709K - $787K
694K $17.6M
XLE
Energy Sector Spdr

ETFs
-23.4K
- 46.72%
$83.32 - $97.27 $1.95M - $2.28M
26.7K $2.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.1K
- 14.18%
$481.22 - $538.17 $2.46M - $2.75M
30.9K $15.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-22.6K
- 7.5%
$46.07 - $48.17 $1.04M - $1.09M
279K $12.8M
FSK
Fs Kkr Capital Corp

Financial Services
-90.6K
- 64.72%
$19.71 - $22.22 $1.79M - $2.01M
49.4K $1.07M
PRN
Invesco Dwa Industrials Moment

ETFs
-9.61K
- 71.15%
$151.92 - $177.75 $1.46M - $1.71M
3.89K $598K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-13.1K
- 2.89%
$44.87 - $46.86 $587K - $613K
440K $19.7M
XLP
Consumer Staples Sector Spdr

ETFs
-18.2K
- 35.63%
N/A
32.8K $2.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-15.7K
- 66.63%
$80.13 - $83.77 $1.26M - $1.31M
7.85K $629K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.9K
- 39.83%
$71.75 - $75.11 $1.14M - $1.19M
23.9K $1.72M
VGT
Vanguard Information Technolog

ETFs
-2.07K
- 78.84%
$571.78 - $647.97 $1.18M - $1.34M
556 $345K
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.66K
- 4.96%
$90.42 - $94.5 $512K - $535K
108K $9.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.18K
- 20.64%
$106.33 - $110.69 $763K - $795K
27.6K $2.94M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.3K
- 13.34%
$56.06 - $61.35 $747K - $818K
86.6K $4.89M
USFR
Wisdomtree Floating Rate Treas

ETFs
-16.7K
- 62.28%
$50.23 - $50.46 $838K - $842K
10.1K $508K
VIG
Vanguard Dividend Appreciation

ETFs
-4.09K
- 39.51%
N/A
6.25K $1.14M
OEF
Ishares S&P 100 ETF

ETFs
-2.77K
- 37.19%
N/A
4.68K $1.24M
EMB
Ishares Tr

ETFs
-5.06K
- 8.1%
$88.94 - $93.46 $450K - $473K
57.4K $5.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.35K
- 4.66%
$38.37 - $42.82 $244K - $272K
130K $4.99M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-12.3K
- 6.93%
$36.54 - $37.53 $450K - $463K
166K $6.09M
XLI
Industrial Sector Spdr

ETFs
-3.56K
- 10.7%
$131.76 - $143.99 $469K - $512K
29.7K $3.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.44K
- 8.22%
$521.84 - $558.82 $751K - $805K
16.1K $8.66M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-18.7K
- 3.14%
$41.16 - $44.07 $772K - $826K
578K $24.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.57K
- 31.14%
$160.89 - $176.18 $413K - $452K
5.68K $918K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.88K
- 2.94%
$24.94 - $26.14 $147K - $154K
194K $4.85M
UBER
Uber Technologies, Inc

Technology
-1.64K
- 10.01%
$59.93 - $86.34 $98K - $141K
14.7K $887K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-961
- 2.25%
$164.89 - $177.66 $158K - $171K
41.8K $6.91M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.03K
- 1.8%
$57.85 - $63.11 $59.4K - $64.8K
56K $3.25M
APO
Apollo Global Management, Inc.

Financial Services
-6.58K
- 34.73%
$131.36 - $178.61 $864K - $1.18M
12.4K $2.04M
CMCSA
Comcast Corp

Communication Services
-1.49K
- 2.38%
$37.39 - $45.14 $55.5K - $67K
61K $2.29M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-977
- 2.91%
$106.56 - $113.11 $104K - $111K
32.6K $3.48M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-9.67K
- 26.82%
$29.77 - $30.19 $288K - $292K
26.4K $787K
KO
Coca Cola CO

Consumer Defensive
-285
- 1.0%
$61.74 - $71.71 $17.6K - $20.4K
28.1K $1.75M
ADBE
Adobe Inc.

Technology
-273
- 12.73%
$437.39 - $552.96 $119K - $151K
1.87K $832K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.73K
- 2.88%
$80.93 - $85.66 $140K - $148K
58.3K $4.72M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-17.6K
- 12.65%
$10.56 - $11.31 $186K - $199K
122K $1.3M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-10.5K
- 33.03%
$21.41 - $23.64 $224K - $247K
21.2K $467K
IVV
Ishares Core S&P 500 ETF

ETFs
-857
- 3.92%
$570.51 - $610.59 $489K - $523K
21K $12.4M
FVD
First Tr Value Line Divid Inde

ETFs
-3.9K
- 9.96%
$43.4 - $46.7 $169K - $182K
35.2K $1.54M
CVS
Cvs Health Corp

Healthcare
-70
- 0.54%
$43.78 - $67.46 $3.06K - $4.72K
13K $581K
PSA
Public Storage

Real Estate
-51
- 1.48%
$289.33 - $360.21 $14.8K - $18.4K
3.39K $1.02M
Activity Summary
Buys All Purchases 284 New Holdings 41 Increased Positions 243 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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