Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.25 Billion
  • Q2 2025

Founders Financial Securities LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $69M, Spdr Portfolio S&P 500 Value E with a value of $51.6M, Nvidia Corp with a value of $30.5M, Vanguard Mid Cap ETF with a value of $28.9M, and Vanguard Ftse Developed Market with a value of $28.2M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.13B to 1.25B.

Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
ETFs: $912 Million
Technology: $101 Million
Financial Services: $43.6 Million
Healthcare: $30 Million
Consumer Defensive: $27.2 Million
Communication Services: $26.3 Million
Consumer Cyclical: $26.1 Million
Industrials: $25 Million
Other: $42.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$30.5 Million 2.44% of portfolio
193,267
Q2 2025 Reduced 0.21%
$3.69T
$19.5 Million 1.56% of portfolio
95,168
Q2 2025 Added 0.86%
$3.95T
$17.3 Million 1.38% of portfolio
34,822
Q2 2025 Reduced 1.12%
$2.26T
$11.2 Million 0.89% of portfolio
50,967
Q2 2025 Reduced 0.06%
$1.78T
$7.64 Million 0.61% of portfolio
10,356
Q2 2025 Added 2.73%
$368B
$6.46 Million 0.52% of portfolio
40,559
Q2 2025 Added 41.9%
$127B
$5.95 Million 0.47% of portfolio
21,570
Q2 2025 Reduced 14.79%
$442B
$5.92 Million 0.47% of portfolio
54,954
Q2 2025 Added 10.46%
$551B
$5.62 Million 0.45% of portfolio
15,841
Q2 2025 Reduced 0.73%
$1.08T
$4.56 Million 0.36% of portfolio
14,349
Q2 2025 Reduced 2.27%
$859B
$4.44 Million 0.35% of portfolio
15,309
Q2 2025 Reduced 0.56%
$229B
$3.96 Million 0.32% of portfolio
27,146
Q2 2025 Reduced 7.05%
$1.21T
$3.72 Million 0.3% of portfolio
21,093
Q2 2025 Added 0.36%
$452B
$3.74 Million 0.3% of portfolio
24,464
Q2 2025 Added 22.49%
$439B
$3.51 Million 0.28% of portfolio
3,541
Q2 2025 Reduced 1.83%
$141B
$3.4 Million 0.27% of portfolio
95,175
Q2 2025 Added 17.31%
$95.8B
$3.2 Million 0.26% of portfolio
70,541
Q2 2025 Added 5.55%
$314B
$3.13 Million 0.25% of portfolio
13,118
Q2 2025 Added 32.8%
$545B
$3.18 Million 0.25% of portfolio
2,376
Q2 2025 Reduced 4.19%
$621B
$3.15 Million 0.25% of portfolio
6,488
Q2 2025 Added 0.06%
$25.8B
$2.98 Million 0.24% of portfolio
39,356
Q2 2025 Added 3.16%
$203B
$2.87 Million 0.23% of portfolio
36,232
Q2 2025 Added 57.53%
$55.6B
$2.72 Million 0.22% of portfolio
15,809
Q2 2025 Added 20.17%
$61.9B
$2.72 Million 0.22% of portfolio
10,177
Q2 2025 Reduced 0.67%
$281B
$2.71 Million 0.22% of portfolio
27,742
Q2 2025 Reduced 15.72%
$70.4B
$2.74 Million 0.22% of portfolio
43,641
Q2 2025 Added 3.71%
$77.3B
$2.58 Million 0.21% of portfolio
13,816
Q2 2025 Added 6.38%
$245B
$2.53 Million 0.2% of portfolio
8,119
Q2 2025 Added 10.0%
$135B
$2.44 Million 0.2% of portfolio
10,620
Q2 2025 Added 1.34%
$405B
$2.37 Million 0.19% of portfolio
6,473
Q2 2025 Added 4.08%
$684B
$2.44 Million 0.19% of portfolio
11,169
Q2 2025 Added 1.55%
$306B
$2.39 Million 0.19% of portfolio
33,827
Q2 2025 Added 1.94%
$302B
$2.41 Million 0.19% of portfolio
16,804
Q2 2025 Added 8.36%
$210B
$2.37 Million 0.19% of portfolio
8,042
Q2 2025 Reduced 29.85%
$367B
$2.16 Million 0.17% of portfolio
15,876
Q2 2025 Reduced 5.93%
$608B
$2.11 Million 0.17% of portfolio
2,710
Q2 2025 Added 0.48%
$207B
$2.19 Million 0.17% of portfolio
17,646
Q2 2025 Reduced 5.4%
$0
$2.03 Million 0.16% of portfolio
111,305
Q2 2025 Added 15.07%
$89.4B
$2.06 Million 0.16% of portfolio
4,120
Q2 2025 Added 2.9%
$233B
$2.03 Million 0.16% of portfolio
29,118
Q2 2025 Added 60.59%
$86.8B
$1.89 Million 0.15% of portfolio
13,303
Q2 2025 Added 1.76%
$86B
$1.94 Million 0.15% of portfolio
28,082
Q2 2025 Reduced 12.91%
$51.7B
$1.86 Million 0.15% of portfolio
7,408
Q2 2025 Added 36.23%
$26.1B
$1.86 Million 0.15% of portfolio
9,119
Q2 2025 Added 10.8%
$61.1B
$1.85 Million 0.15% of portfolio
22,997
Q2 2025 Added 5.8%
$218B
$1.84 Million 0.15% of portfolio
4,736
Q2 2025 Added 0.51%
$38.8B
$1.78 Million 0.14% of portfolio
6,826
Q2 2025 Added 2.62%
$152B
$1.78 Million 0.14% of portfolio
6,385
Q2 2025 Added 25.91%
$145B
$1.78 Million 0.14% of portfolio
4,980
Q2 2025 Reduced 0.28%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $1.25 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 256 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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