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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.1 Million 4.86% of portfolio
686,054
Q1 2025 Reduced 5.66%
$0
$45.8 Million 4.04% of portfolio
896,902
Q1 2025 Reduced 4.07%
$0
$36.9 Million 3.25% of portfolio
1,319,531
Q1 2025 Added 2.4%
$0
$27 Million 2.38% of portfolio
272,480
Q1 2025 Added 0.02%
$0
$25.4 Million 2.24% of portfolio
499,675
Q1 2025 Reduced 2.17%
$0
$23 Million 2.03% of portfolio
564,691
Q1 2025 Reduced 2.23%
$0
$22.8 Million 2.0% of portfolio
217,594
Q1 2025 Reduced 21.6%
$0
$21 Million 1.85% of portfolio
81,219
Q1 2025 Added 1.22%
$0
$21 Million 1.85% of portfolio
460,679
Q1 2025 Added 4.68%
$0
$20.4 Million 1.8% of portfolio
222,555
Q1 2025 Added 93.76%
$0
$20.1 Million 1.77% of portfolio
291,216
Q1 2025 Added 71.55%
$0
$17.5 Million 1.54% of portfolio
676,361
Q1 2025 Reduced 2.55%
$0
$17.5 Million 1.54% of portfolio
84,886
Q1 2025 Added 26.45%
$0
$17 Million 1.49% of portfolio
334,872
Q1 2025 Added 67.99%
$0
$15.7 Million 1.38% of portfolio
473,359
Q1 2025 Reduced 0.72%
$0
$14.5 Million 1.28% of portfolio
30,963
Q1 2025 Added 0.24%
$0
$12.4 Million 1.09% of portfolio
97,475
Q1 2025 Added 1.61%
$0
$11.6 Million 1.02% of portfolio
110,169
Q1 2025 Added 2.72%
$0
$11.5 Million 1.02% of portfolio
152,533
Q1 2025 Added 19.04%
$0
$11 Million 0.97% of portfolio
75,439
Q1 2025 Added 21.16%
$0
$10.8 Million 0.95% of portfolio
116,957
Q1 2025 Added 7.91%
$0
$10.1 Million 0.89% of portfolio
203,612
Q1 2025 Reduced 20.5%
$0
$9.71 Million 0.86% of portfolio
166,349
Q1 2025 Added 7.84%
$0
$9.62 Million 0.85% of portfolio
102,685
Q1 2025 Reduced 0.35%
$0
$9.67 Million 0.85% of portfolio
100,249
Q1 2025 Added 11.18%
$0
$9.41 Million 0.83% of portfolio
25,374
Q1 2025 Reduced 14.81%
$0
$8.91 Million 0.78% of portfolio
166,061
Q1 2025 Added 100.73%
$0
$8.85 Million 0.78% of portfolio
51,232
Q1 2025 Added 20.68%
$0
$8.57 Million 0.75% of portfolio
15,245
Q1 2025 Reduced 27.44%
$0
$8.15 Million 0.72% of portfolio
53,258
Q1 2025 Added 166.2%
$0
$7.26 Million 0.64% of portfolio
211,905
Q1 2025 Added 66.73%
$0
$7.1 Million 0.63% of portfolio
40,793
Q1 2025 Reduced 2.48%
$0
$7.13 Million 0.63% of portfolio
141,740
Q1 2025 Added 1,302.81%
$0
$6.67 Million 0.59% of portfolio
39,042
Q1 2025 Reduced 45.0%
$0
$6.08 Million 0.54% of portfolio
170,478
Q1 2025 Added 36.13%
$0
$6.17 Million 0.54% of portfolio
35,592
Q1 2025 Added 44.77%
$0
$5.87 Million 0.52% of portfolio
11,418
Q1 2025 Reduced 28.94%
$0
$5.53 Million 0.49% of portfolio
89,499
Q1 2025 New
$0
$5.55 Million 0.49% of portfolio
42,354
Q1 2025 Added 42.67%
$0
$5.18 Million 0.46% of portfolio
57,215
Q1 2025 Reduced 0.34%
$0
$5.1 Million 0.45% of portfolio
203,866
Q1 2025 Reduced 9.85%
$0
$5.13 Million 0.45% of portfolio
93,596
Q1 2025 Added 8.09%
$0
$5.16 Million 0.45% of portfolio
131,007
Q1 2025 Added 0.66%
$0
$5.01 Million 0.44% of portfolio
36,328
Q1 2025 Reduced 0.41%
$0
$4.99 Million 0.44% of portfolio
18,160
Q1 2025 Reduced 4.99%
$0
$4.37 Million 0.39% of portfolio
22,147
Q1 2025 Reduced 34.32%
$0
$4.4 Million 0.39% of portfolio
55,155
Q1 2025 Reduced 5.33%
$0
$4.43 Million 0.39% of portfolio
132,761
Q1 2025 Added 21.03%
$0
$4.29 Million 0.38% of portfolio
84,596
Q1 2025 New

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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