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.

Portfolio value $1.06 Billion
ETFs: $793 Million
Technology: $80.2 Million
Financial Services: $38.4 Million
Healthcare: $26.3 Million
Consumer Defensive: $21.9 Million
Energy: $19.7 Million
Consumer Cyclical: $19.2 Million
Industrials: $18.8 Million
Other: $36 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.76 Million 0.26% of portfolio
140,001
Q3 2024 Reduced 24.42%
$0
$1.58 Million 0.15% of portfolio
139,131
Q3 2024 Reduced 0.28%
$0
$919,000 0.09% of portfolio
53,050
Q3 2024 Added 104.08%
$0
$735,000 0.07% of portfolio
31,678
Q3 2024 Reduced 35.28%
$0
$519,000 0.05% of portfolio
11,773
Q3 2024 Reduced 11.11%
$0
$187,000 0.02% of portfolio
17,977
Q3 2024 Reduced 3.08%
$1.45M
$21,000 0.0% of portfolio
45,000
Q3 2024 New
$40.1M
$41,000 0.0% of portfolio
21,000
Q3 2024 New
$32.3M
$12,000 0.0% of portfolio
10,000
Q3 2024 Reduced 16.67%

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
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