Founders Financial Securities LLC Reduced Holdings in Q3 2024

Founders Financial Securities LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-395
- 0.38%
$106.13 - $108.7 $41.9K - $42.9K
103K $11.2M
XLU
Utilities Sector Spdr

ETFs
-751
- 3.84%
$67.67 - $80.78 $50.8K - $60.7K
18.8K $1.52M
ACN
Accenture PLC

Technology
-94
- 2.14%
$295.44 - $355.81 $27.8K - $33.4K
4.3K $1.52M
UL
Unilever PLC

Consumer Defensive
-13
- 0.07%
$54.7 - $65.59 $711 - $853
18.9K $1.23M
LMT
Lockheed Martin Corp

Industrials
-130
- 5.76%
$460.3 - $584.56 $59.8K - $76K
2.13K $1.24M
WMT
Walmart Inc.

Consumer Defensive
-2.84K
- 8.54%
$66.91 - $81.4 $190K - $231K
30.4K $2.46M
O
Realty Income Corp

Real Estate
-127
- 0.6%
$52.36 - $63.42 $6.65K - $8.05K
21.1K $1.34M
AMT
American Tower Corp

Real Estate
-63
- 0.93%
$192.27 - $242.73 $12.1K - $15.3K
6.72K $1.56M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-811
- 1.33%
$75.88 - $83.21 $61.5K - $67.5K
60K $4.99M
TRV
Travelers Companies, Inc.

Financial Services
-70
- 0.75%
$201.87 - $242.35 $14.1K - $17K
9.27K $2.17M
ORCL
Oracle Corp

Technology
-241
- 1.97%
$125.9 - $170.35 $30.3K - $41.1K
12K $2.05M
XLV
Select Sector Spdr Fund Health

ETFs
-1.69K
- 2.39%
$143.3 - $157.24 $242K - $265K
69K $10.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-222
- 1.76%
$156.14 - $187.2 $34.7K - $41.6K
12.4K $2.29M
UNH
Unitedhealth Group Inc

Healthcare
-349
- 4.78%
$488.01 - $604.18 $170K - $211K
6.96K $4.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.32K
- 2.47%
$162.64 - $179.3 $377K - $416K
91.8K $16.5M
IBM
International Business Machines Corp

Technology
-774
- 6.59%
$175.1 - $223.38 $136K - $173K
11K $2.43M
VTV
Vanguard Value ETF

ETFs
-2.76K
- 4.33%
$159.75 - $174.57 $441K - $482K
61K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.47K
- 11.01%
$191.76 - $263.26 $281K - $386K
11.9K $3.1M
META
Meta Platforms, Inc.

Communication Services
-175
- 2.1%
$453.41 - $572.44 $79.3K - $100K
8.16K $4.67M
RTX
Raytheon Technologies Corp

Industrials
-567
- 2.11%
$99.55 - $123.34 $56.4K - $69.9K
26.3K $3.19M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-21.2K
- 3.18%
$48.51 - $52.86 $1.03M - $1.12M
646K $34.1M
VO
Vanguard Mid Cap ETF

ETFs
-95
- 0.12%
$237.84 - $263.83 $22.6K - $25.1K
80.2K $21.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.49K
- 1.54%
$77.02 - $85.06 $500K - $552K
415K $35.1M
Activity Summary
Buys All Purchases 188 New Holdings 54 Increased Positions 134 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 0 Puts 0
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