Founders Financial Securities LLC Portfolio Holdings
Founders Financial Securities LLC
- $1.05 Billion
- Q2 2024
Founders Financial Securities LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 424 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $46M, Schwab Strategic Tr Us Dividen with a value of $32.8M, Spdr Portfolio S&P 500 Value E with a value of $32.5M, Nvidia Corp with a value of $24.4M, and Vanguard Ftse Developed Market with a value of $24.2M.
Examining the 13F form we can see an increase of $103M in the current position value, from $943M to 1.05B.
Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
ETFs: $773 Million
Technology: $86.8 Million
Financial Services: $38.7 Million
Healthcare: $26.6 Million
Consumer Defensive: $22.9 Million
Consumer Cyclical: $20.8 Million
Energy: $19.7 Million
Industrials: $19 Million
Other: $34 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 424
- Current Value $1.05 Billion
- Prior Value $943 Million
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 53 stocks
- Additional Purchases 276 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks