Founders Financial Securities LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 427 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $52M, Schwab Strategic Tr Us Dividen with a value of $35.1M, Spdr Portfolio S&P 500 Value E with a value of $34.1M, Ishares Core U.S. Aggregate Bo with a value of $30.6M, and Ishares Core S&P Sm Cap ETF with a value of $30.5M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $1.05B to 1.06B.
Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $793 Million
Technology: $80.2 Million
Financial Services: $38.4 Million
Healthcare: $26.3 Million
Consumer Defensive: $21.9 Million
Energy: $19.7 Million
Consumer Cyclical: $19.2 Million
Industrials: $18.8 Million
Other: $36 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
