Founders Financial Securities LLC Portfolio Holdings by Sector
Founders Financial Securities LLC
- $1.25 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPYV VO VEA AGG SCHD IJR IDEV 227 stocks |
$906,681
73.54% of portfolio
|
144
|
75
|
35
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TXN TSM QCOM ADI MRVL 9 stocks |
$42,960
3.48% of portfolio
|
5
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PANW SNPS CRWD HOOD 7 stocks |
$25,174
2.04% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19,525
1.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY AZN AMGN ABBV BMY GILD 10 stocks |
$15,235
1.24% of portfolio
|
8
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$12,042
0.98% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA MELI 4 stocks |
$12,014
0.97% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL 3 stocks |
$10,247
0.83% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF PYPL AXP SOFI MA BBDC ORCC 8 stocks |
$10,215
0.83% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE SHEL 4 stocks |
$9,393
0.76% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC LHX LMT BA 5 stocks |
$9,297
0.75% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CSQ APO FSK AWF BK CION HTD AMP 10 stocks |
$8,954
0.73% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA TMUS T VZ 4 stocks |
$8,723
0.71% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC HSBC BAC 4 stocks |
$7,663
0.62% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB WMB ET 3 stocks |
$7,334
0.59% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$6,807
0.55% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM INTU WDAY ADSK COIN SHOP HUBS 10 stocks |
$6,579
0.53% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD 3 stocks |
$5,521
0.45% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,274
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F 3 stocks |
$5,209
0.42% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$4,469
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG 2 stocks |
$3,980
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST PEP 3 stocks |
$3,927
0.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3,879
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE ROK OTIS EMR 5 stocks |
$3,832
0.31% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$3,814
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC FITB AUB WSBC 4 stocks |
$3,629
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG 3 stocks |
$3,369
0.27% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EQT EOG 3 stocks |
$3,249
0.26% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR DE OSK 4 stocks |
$3,140
0.25% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV PGR 2 stocks |
$3,091
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$2,982
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET PRU AFL 3 stocks |
$2,960
0.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE EIX EXC ETR DUK SO 6 stocks |
$2,784
0.23% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$2,705
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX 2 stocks |
$2,616
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,373
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD 2 stocks |
$2,256
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN ZTS CRON 3 stocks |
$2,172
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$1,941
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$1,940
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB 1 stocks |
$1,855
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$1,780
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,651
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP TMC NAK 4 stocks |
$1,544
0.13% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$1,510
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1,404
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$1,322
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$1,255
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$1,238
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1,236
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,230
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,148
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$1,113
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$1,102
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX 2 stocks |
$1,044
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,034
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX 3 stocks |
$970
0.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS K FARM 4 stocks |
$964
0.08% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$933
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$863
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$850
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI 2 stocks |
$813
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$807
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$628
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$559
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$514
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$503
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB VRT 2 stocks |
$473
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$414
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$357
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$283
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$283
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$273
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$242
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$232
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$220
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ 1 stocks |
$216
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ARRY 1 stocks |
$64
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BRSP 1 stocks |
$52
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|