Founders Financial Securities LLC Portfolio Holdings
Founders Financial Securities LLC
- $1.08 Billion
- Q4 2024
Founders Financial Securities LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 435 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $63.9M, Spdr Portfolio S&P 500 Value E with a value of $47.8M, Schwab Strategic Tr Us Dividen with a value of $35.2M, Ishares Core S&P Sm Cap ETF with a value of $32M, and Ishares Core U.S. Aggregate Bo with a value of $26.4M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $1.06B to 1.08B.
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 435
- Current Value $1.08 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 41 stocks
- Additional Purchases 243 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks