Founders Financial Securities LLC Portfolio Holdings
Founders Financial Securities LLC
- $1.06 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 427
- Current Value $1.06 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 54 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 224 stocks