Founders Financial Securities LLC Portfolio Holdings
Founders Financial Securities LLC
- $1.25 Billion
- Q2 2025
Founders Financial Securities LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 491 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $69M, Spdr Portfolio S&P 500 Value E with a value of $51.6M, Nvidia Corp with a value of $30.5M, Vanguard Mid Cap ETF with a value of $28.9M, and Vanguard Ftse Developed Market with a value of $28.2M.
Examining the 13F form we can see an increase of $118M in the current position value, from $1.13B to 1.25B.
Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.25 Billion
ETFs: $912 Million
Technology: $101 Million
Financial Services: $43.6 Million
Healthcare: $30 Million
Consumer Defensive: $27.2 Million
Communication Services: $26.3 Million
Consumer Cyclical: $26.1 Million
Industrials: $25 Million
Other: $42.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 491
- Current Value $1.25 Billion
- Prior Value $1.13 Billion
- Filing
- Period Q2 2025
- Filing Date August 06, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 59 stocks
- Additional Purchases 256 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks