Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.08 Billion
  • Q4 2024

Founders Financial Securities LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 435 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $63.9M, Spdr Portfolio S&P 500 Value E with a value of $47.8M, Schwab Strategic Tr Us Dividen with a value of $35.2M, Ishares Core S&P Sm Cap ETF with a value of $32M, and Ishares Core U.S. Aggregate Bo with a value of $26.4M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $1.06B to 1.08B.

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

Portfolio value $1.08 Billion
ETFs: $798 Million
Technology: $86.7 Million
Financial Services: $40.8 Million
Healthcare: $24.4 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $22 Million
Energy: $20.1 Million
Industrials: $18.7 Million
Other: $35.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$24.4 Million 2.27% of portfolio
182,012
Q4 2024 Added 0.7%
$3.95T
$19.2 Million 1.78% of portfolio
76,564
Q4 2024 Added 0.38%
$3.04T
$12.7 Million 1.18% of portfolio
30,113
Q4 2024 Added 6.6%
$2.21T
$9.79 Million 0.91% of portfolio
44,626
Q4 2024 Added 1.52%
$88.6B
$5.47 Million 0.51% of portfolio
23,604
Q4 2024 Reduced 2.27%
$1.54T
$4.99 Million 0.46% of portfolio
8,459
Q4 2024 Added 3.7%
$570B
$4.84 Million 0.45% of portfolio
15,304
Q4 2024 Added 3.22%
$461B
$4.54 Million 0.42% of portfolio
42,186
Q4 2024 Added 5.13%
$1.07T
$4.53 Million 0.42% of portfolio
11,209
Q4 2024 Reduced 5.5%
$775B
$4.34 Million 0.4% of portfolio
18,115
Q3 2024 Reduced 11.15%
$403B
$4.17 Million 0.39% of portfolio
24,857
Q4 2024 Added 0.7%
$1.07T
$3.59 Million 0.33% of portfolio
18,986
Q4 2024 Added 5.02%
$436B
$3.53 Million 0.33% of portfolio
6,969
Q4 2024 Added 0.14%
$458B
$3.26 Million 0.3% of portfolio
3,556
Q4 2024 Added 2.72%
$181B
$3.19 Million 0.3% of portfolio
27,538
Q4 2024 Added 4.57%
$257B
$2.82 Million 0.26% of portfolio
31,189
Q4 2024 Added 2.53%
$27.4B
$2.73 Million 0.25% of portfolio
31,138
Q4 2024 Added 2.06%
$84.6B
$2.58 Million 0.24% of portfolio
60,889
Q4 2024 Added 2.37%
$76B
$2.45 Million 0.23% of portfolio
12,693
Q4 2024 Added 2.33%
$234B
$2.49 Million 0.23% of portfolio
11,311
Q4 2024 Added 3.04%
$70B
$2.52 Million 0.23% of portfolio
46,553
Q4 2024 Reduced 17.89%
$424B
$2.33 Million 0.22% of portfolio
16,089
Q4 2024 Added 8.79%
$151B
$2.42 Million 0.22% of portfolio
10,627
Q4 2024 Added 16.15%
$64.9B
$2.39 Million 0.22% of portfolio
10,539
Q4 2024 Added 14.47%
$56.3B
$2.27 Million 0.21% of portfolio
9,433
Q4 2024 Added 1.77%
$1.03T
$2.28 Million 0.21% of portfolio
11,536
Q4 2024 Reduced 1.48%
$160B
$2.29 Million 0.21% of portfolio
61,024
Q4 2024 Reduced 2.38%
$394B
$2.21 Million 0.21% of portfolio
5,684
Q4 2024 Reduced 3.19%
$307B
$2.16 Million 0.2% of portfolio
14,908
Q4 2024 Added 2.31%
$330B
$2.18 Million 0.2% of portfolio
9,875
Q4 2024 Added 1.55%
$446B
$2.08 Million 0.19% of portfolio
2,331
Q4 2024 Reduced 4.86%
$90.3B
$2.04 Million 0.19% of portfolio
12,366
Q4 2024 Reduced 34.73%
$142B
$2 Million 0.19% of portfolio
35,220
Q4 2024 Added 86.08%
$294B
$2.09 Million 0.19% of portfolio
29,819
Q4 2024 Added 0.06%
$227B
$1.89 Million 0.18% of portfolio
18,986
Q4 2024 Added 9.45%
$452B
$1.88 Million 0.17% of portfolio
11,292
Q4 2024 Reduced 6.05%
$33.6B
$1.83 Million 0.17% of portfolio
7,104
Q4 2024 Reduced 0.74%
$309B
$1.75 Million 0.16% of portfolio
28,095
Q4 2024 Reduced 1.0%
$76.8B
$1.66 Million 0.15% of portfolio
9,325
Q4 2024 Added 1.5%
$64.6B
$1.59 Million 0.15% of portfolio
19,406
Q4 2024 Added 40.28%
$230B
$1.53 Million 0.14% of portfolio
4,344
Q4 2024 Added 1.0%
$179B
$1.52 Million 0.14% of portfolio
12,610
Q4 2024 Added 0.25%
$30.6B
$1.51 Million 0.14% of portfolio
6,843
Q4 2024 Added 2.7%
$118B
$1.47 Million 0.14% of portfolio
4,416
Q4 2024 Added 2.84%
$59.9B
$1.53 Million 0.14% of portfolio
78,157
Q4 2024 Reduced 2.43%
$0
$1.55 Million 0.14% of portfolio
87,250
Q4 2024 Added 64.47%
$214B
$1.55 Million 0.14% of portfolio
2,704
Q4 2024 Added 0.75%
$310B
$1.42 Million 0.13% of portfolio
4,249
Q4 2024 Added 16.47%
$68.9B
$1.39 Million 0.13% of portfolio
2,962
Q4 2024 Added 23.42%

Summary

  • Portfolio
  • No. of Stocks 435
  • Current Value $1.08 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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