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
$144B
$1.44 Million 0.13% of portfolio
3,875
Q1 2025 Added 8.88%
$208B
$1.48 Million 0.13% of portfolio
2,704
Q4 2024 Added 0.75%
$242B
$1.42 Million 0.13% of portfolio
16,876
Q1 2025 Added 3.48%
$73.3B
$1.51 Million 0.13% of portfolio
8,414
Q1 2025 Reduced 9.77%
$199B
$1.5 Million 0.13% of portfolio
4,821
Q1 2025 Added 10.98%
$177B
$1.51 Million 0.13% of portfolio
7,741
Q1 2025 Added 50.31%
$55.1B
$1.39 Million 0.12% of portfolio
1,406
Q1 2025 Added 15.15%
$0
$1.36 Million 0.12% of portfolio
64,824
Q1 2025 Added 31.24%
$55.4B
$1.42 Million 0.12% of portfolio
76,283
Q1 2025 Reduced 2.4%
$218B
$1.33 Million 0.12% of portfolio
18,132
Q1 2025 Added 7.93%
$130B
$1.36 Million 0.12% of portfolio
4,994
Q1 2025 Added 13.09%
$52B
$1.4 Million 0.12% of portfolio
135,812
Q1 2025 Added 13.38%
$230B
$1.37 Million 0.12% of portfolio
4,387
Q1 2025 Added 0.62%
$276B
$1.4 Million 0.12% of portfolio
5,226
Q1 2025 Added 22.99%
$91.9B
$1.21 Million 0.11% of portfolio
3,456
Q1 2025 Added 10.66%
$182B
$1.31 Million 0.11% of portfolio
12,706
Q1 2025 Added 0.76%
$85.9B
$1.22 Million 0.11% of portfolio
5,138
Q1 2025 New
$56.2B
$1.19 Million 0.11% of portfolio
6,998
Q1 2025 Added 6.08%
$46.8B
$1.14 Million 0.1% of portfolio
5,438
Q1 2025 Added 198.14%
$61.5B
$1.16 Million 0.1% of portfolio
11,027
Q1 2025 Added 17.76%
$260B
$1.09 Million 0.1% of portfolio
17,734
Q1 2025 Added 9.28%
$181B
$1.09 Million 0.1% of portfolio
23,942
Q1 2025 Added 54.12%
$55.6B
$1.14 Million 0.1% of portfolio
30,046
Q1 2025 Added 20.33%
$195B
$1.14 Million 0.1% of portfolio
2,311
Q1 2025 Added 11.48%
$0
$1.08 Million 0.1% of portfolio
100,572
Q1 2025 Reduced 17.24%
$158B
$1.13 Million 0.1% of portfolio
2,274
Q1 2025 Added 1.65%
$108B
$1.12 Million 0.1% of portfolio
10,665
Q1 2025 Added 8.16%
$44.2B
$1.11 Million 0.1% of portfolio
10,683
Q1 2025 Added 3.48%
$53B
$1.13 Million 0.1% of portfolio
3,775
Q1 2025 Added 11.36%
$297B
$1 Million 0.09% of portfolio
1,516
Q1 2025 Added 12.88%
$114B
$994,000 0.09% of portfolio
4,077
Q1 2025 Added 14.62%
$60.3B
$1.03 Million 0.09% of portfolio
3,480
Q1 2025 Added 1.61%
$26.6B
$1.04 Million 0.09% of portfolio
7,518
Q1 2025 Added 9.88%
$167B
$1.06 Million 0.09% of portfolio
2,085
Q1 2025 Added 13.32%
$213B
$977,000 0.09% of portfolio
1,592
Q1 2025 Added 39.4%
$324B
$1.05 Million 0.09% of portfolio
5,006
Q1 2025 Added 15.85%
$176B
$1.08 Million 0.09% of portfolio
14,778
Q1 2025 Added 0.49%
$64.7B
$993,000 0.09% of portfolio
7,744
Q1 2025 Reduced 2.36%
$123B
$1.06 Million 0.09% of portfolio
2,384
Q1 2025 Added 10.47%
$79.1B
$886,000 0.08% of portfolio
6,082
Q1 2025 Added 5.44%
$68.4B
$878,000 0.08% of portfolio
18,676
Q1 2025 Added 13.79%
$82.6B
$872,000 0.08% of portfolio
13,370
Q1 2025 Added 20.85%
$234B
$937,000 0.08% of portfolio
16,317
Q1 2025 Reduced 5.75%
$266B
$864,000 0.08% of portfolio
4,321
Q1 2025 Added 0.44%
$141B
$956,000 0.08% of portfolio
15,536
Q1 2025 Reduced 3.51%
$48.1B
$911,000 0.08% of portfolio
3,901
Q1 2025 Added 21.68%
$20.8B
$912,000 0.08% of portfolio
17,084
Q1 2025 Reduced 12.11%
$98.7B
$846,000 0.07% of portfolio
8,633
Q1 2025 Added 5.55%
$77.4B
$745,000 0.07% of portfolio
4,530
Q1 2025 Added 16.12%

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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