Founders Financial Securities LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $943 Million distributed in 385 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $44.4M, Spdr Portfolio S&P 500 Value E with a value of $35M, Schwab Strategic Tr Us Dividen with a value of $33.7M, Invesco Qqq Trust, Series 1 with a value of $24.7M, and Strategy Shs Day Hagan/Ned Dav with a value of $23.1M.
Examining the 13F form we can see an increase of $47.4M in the current position value, from $895M to 943M.
Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.
Portfolio value
$943 Million
ETFs: $709 Million
Technology: $66.5 Million
Financial Services: $35.7 Million
Healthcare: $23.4 Million
Consumer Defensive: $21.3 Million
Energy: $18.1 Million
Industrials: $18.1 Million
Consumer Cyclical: $17.8 Million
Other: $29.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions