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.

Portfolio value $1.08 Billion
ETFs: $798 Million
Technology: $86.7 Million
Financial Services: $40.8 Million
Healthcare: $24.4 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $22 Million
Energy: $20.1 Million
Industrials: $18.7 Million
Other: $35.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Million 0.14% of portfolio
87,250
Q4 2024 Added 64.47%
$0
$1.3 Million 0.12% of portfolio
121,524
Q4 2024 Reduced 12.65%
$0
$1.07 Million 0.1% of portfolio
49,394
Q4 2024 Reduced 64.72%
$0
$525,000 0.05% of portfolio
11,706
Q4 2024 Reduced 0.57%
$0
$467,000 0.04% of portfolio
21,215
Q4 2024 Reduced 33.03%
$0
$179,000 0.02% of portfolio
18,627
Q4 2024 Added 3.62%
$43M
$10,000 0.0% of portfolio
10,000
Q4 2023 New
$1.45M
$16,000 0.0% of portfolio
35,240
Q4 2024 Reduced 21.69%

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
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