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 Market Cap. of $200 Billions or more
