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
$264,000 0.02% of portfolio
3,264
Q1 2025 Reduced 10.92%
$0
$196,000 0.02% of portfolio
10,705
Q1 2025 New
$0
$249,000 0.02% of portfolio
9,517
Q1 2025 New
$0
$220,000 0.02% of portfolio
6,805
Q1 2025 New
$0
$270,000 0.02% of portfolio
2,780
Q1 2025 Reduced 1.84%
$0
$203,000 0.02% of portfolio
3,280
Q1 2025 New
$0
$251,000 0.02% of portfolio
3,927
Q1 2025 New
$0
$215,000 0.02% of portfolio
4,747
Q1 2025 New
$0
$224,000 0.02% of portfolio
1,009
Q1 2025 Reduced 16.75%
$0
$240,000 0.02% of portfolio
1,828
Q1 2025 Added 9.33%
$0
$255,000 0.02% of portfolio
6,663
Q1 2025 New
$0
$218,000 0.02% of portfolio
2,138
Q1 2025 New
$0
$248,000 0.02% of portfolio
2,795
Q1 2025 Reduced 87.74%
$0
$258,000 0.02% of portfolio
3,517
Q1 2025 Added 2.93%
$0
$210,000 0.02% of portfolio
5,477
Q1 2025 Reduced 3.51%
$52.8B
$245,000 0.02% of portfolio
4,165
Q1 2025 Reduced 26.17%

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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