Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.13 Billion
  • Q1 2025

Founders Financial Securities LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $55.1M, Spdr Portfolio S&P 500 Value E with a value of $45.8M, Schwab Strategic Tr Us Dividen with a value of $36.9M, Ishares Core U.S. Aggregate Bo with a value of $27M, and Vanguard Ftse Developed Market with a value of $25.4M.

Examining the 13F form we can see an increase of $56.6M in the current position value, from $1.08B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $828 Million
Technology: $82.8 Million
Financial Services: $43.4 Million
Healthcare: $30 Million
Consumer Defensive: $25.5 Million
Consumer Cyclical: $23.7 Million
Energy: $22.6 Million
Industrials: $22.6 Million
Other: $40.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$21 Million 1.85% of portfolio
94,359
Q1 2025 Added 23.24%
$327B
$21 Million 1.85% of portfolio
193,675
Q1 2025 Added 6.41%
$3.36T
$13.2 Million 1.16% of portfolio
35,217
Q1 2025 Added 16.95%
$2.05T
$9.7 Million 0.85% of portfolio
50,997
Q1 2025 Added 14.28%
$429B
$5.92 Million 0.52% of portfolio
49,749
Q1 2025 Added 17.93%
$1.41T
$5.81 Million 0.51% of portfolio
10,081
Q1 2025 Added 19.17%
$578B
$5.59 Million 0.49% of portfolio
15,957
Q1 2025 Added 4.27%
$393B
$4.87 Million 0.43% of portfolio
28,582
Q1 2025 Added 14.99%
$92.6B
$4.24 Million 0.37% of portfolio
25,314
Q1 2025 Added 7.24%
$1.07T
$3.8 Million 0.34% of portfolio
14,682
Q1 2025 Added 30.98%
$276B
$3.87 Million 0.34% of portfolio
7,381
Q1 2025 Added 5.91%
$195B
$3.87 Million 0.34% of portfolio
29,205
Q1 2025 Added 6.05%
$765B
$3.78 Million 0.33% of portfolio
15,395
Q1 2025 Reduced 15.02%
$446B
$3.41 Million 0.3% of portfolio
3,607
Q1 2025 Added 1.43%
$655B
$3.45 Million 0.3% of portfolio
6,484
Q1 2025 Added 4.8%
$400B
$3.31 Million 0.29% of portfolio
19,972
Q1 2025 Added 24.13%
$48.9B
$3.01 Million 0.27% of portfolio
13,155
Q1 2025 Added 24.82%
$162B
$2.99 Million 0.26% of portfolio
50,217
Q1 2025 Added 42.58%
$152B
$2.99 Million 0.26% of portfolio
81,131
Q1 2025 Added 32.95%
$93.3B
$2.96 Million 0.26% of portfolio
66,834
Q1 2025 Added 9.76%
$232B
$2.85 Million 0.25% of portfolio
11,464
Q1 2025 Added 1.35%
$261B
$2.89 Million 0.25% of portfolio
32,918
Q1 2025 Added 5.54%
$63.5B
$2.71 Million 0.24% of portfolio
10,246
Q1 2025 Added 8.62%
$24.4B
$2.72 Million 0.24% of portfolio
38,152
Q1 2025 Added 22.53%
$267B
$2.59 Million 0.23% of portfolio
15,507
Q1 2025 Added 4.02%
$302B
$2.63 Million 0.23% of portfolio
9,878
Q1 2025 Added 0.03%
$71.9B
$2.51 Million 0.22% of portfolio
42,080
Q1 2025 Reduced 9.61%
$137B
$2.48 Million 0.22% of portfolio
10,480
Q1 2025 Reduced 1.38%
$310B
$2.38 Million 0.21% of portfolio
33,182
Q1 2025 Added 18.11%
$678B
$2.23 Million 0.2% of portfolio
2,697
Q1 2025 Added 62.18%
$371B
$2.28 Million 0.2% of portfolio
6,219
Q1 2025 Added 9.41%
$69.4B
$2.28 Million 0.2% of portfolio
12,988
Q1 2025 Added 2.32%
$528B
$2.31 Million 0.2% of portfolio
2,480
Q1 2025 Added 6.39%
$79.9B
$2.18 Million 0.19% of portfolio
32,245
Q1 2025 Added 148.8%
$72.6B
$2.05 Million 0.18% of portfolio
4,004
Q1 2025 Added 35.18%
$197B
$2.06 Million 0.18% of portfolio
23,000
Q1 2025 Added 21.14%
$276B
$2.08 Million 0.18% of portfolio
28,977
Q1 2025 Reduced 2.82%
$78.5B
$1.79 Million 0.16% of portfolio
13,073
Q1 2025 Added 5.72%
$200B
$1.84 Million 0.16% of portfolio
18,654
Q1 2025 Added 46.2%
$27.7B
$1.77 Million 0.16% of portfolio
8,230
Q1 2025 Added 20.27%
$98.6B
$1.71 Million 0.15% of portfolio
7,875
Q1 2025 Added 12.79%
$61.6B
$1.75 Million 0.15% of portfolio
21,736
Q1 2025 Added 12.01%
$0
$1.57 Million 0.14% of portfolio
96,730
Q1 2025 Added 10.87%
$181B
$1.55 Million 0.14% of portfolio
4,712
Q1 2025 Added 28.74%
$996B
$1.55 Million 0.14% of portfolio
9,355
Q1 2025 Reduced 18.91%
$35.6B
$1.55 Million 0.14% of portfolio
6,652
Q1 2025 Reduced 6.36%
$97.2B
$1.63 Million 0.14% of portfolio
7,056
Q1 2025 Added 8.64%
$145B
$1.58 Million 0.14% of portfolio
5,071
Q1 2025 Reduced 3.02%
$421B
$1.54 Million 0.14% of portfolio
10,999
Q1 2025 Reduced 2.59%

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $1.13 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 267 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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