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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$548B
$4.84 Million 0.45% of portfolio
15,304
Q4 2024 Added 3.22%
$0
$4.72 Million 0.44% of portfolio
58,261
Q4 2024 Reduced 2.88%
$0
$4.72 Million 0.44% of portfolio
127,098
Q4 2024 Added 4.99%
$0
$4.61 Million 0.43% of portfolio
36,477
Q4 2024 Reduced 0.36%
$452B
$4.54 Million 0.42% of portfolio
42,186
Q4 2024 Added 5.13%
$900B
$4.53 Million 0.42% of portfolio
11,209
Q4 2024 Reduced 5.5%
$0
$4.42 Million 0.41% of portfolio
125,232
Q4 2024 Added 13.67%
$0
$4.44 Million 0.41% of portfolio
82,729
Q4 2024 Added 793.79%
$0
$4.31 Million 0.4% of portfolio
24,585
Q4 2024 Added 25.23%
$714B
$4.34 Million 0.4% of portfolio
18,115
Q3 2024 Reduced 11.15%
$382B
$4.17 Million 0.39% of portfolio
24,857
Q4 2024 Added 0.7%
$0
$4.16 Million 0.39% of portfolio
39,762
Q4 2024 Added 0.35%
$0
$3.84 Million 0.36% of portfolio
109,691
Q4 2024 Added 4.24%
$0
$3.91 Million 0.36% of portfolio
29,687
Q4 2024 Reduced 10.7%
$967B
$3.59 Million 0.33% of portfolio
18,986
Q4 2024 Added 5.02%
$392B
$3.53 Million 0.33% of portfolio
6,969
Q4 2024 Added 0.14%
$432B
$3.26 Million 0.3% of portfolio
3,556
Q4 2024 Added 2.72%
$0
$3.25 Million 0.3% of portfolio
55,984
Q4 2024 Reduced 1.8%
$184B
$3.19 Million 0.3% of portfolio
27,538
Q4 2024 Added 4.57%
$0
$3.05 Million 0.28% of portfolio
51,498
Q4 2024 Added 1.51%
$0
$2.91 Million 0.27% of portfolio
20,007
Q4 2024 Added 153.29%
$0
$2.94 Million 0.27% of portfolio
27,605
Q4 2024 Reduced 20.64%
$258B
$2.82 Million 0.26% of portfolio
31,189
Q4 2024 Added 2.53%
$691B
$2.8 Million 0.26% of portfolio
6,187
Q4 2024 Reduced 0.11%
$23.5B
$2.73 Million 0.25% of portfolio
31,138
Q4 2024 Added 2.06%
$0
$2.63 Million 0.24% of portfolio
50,025
Q4 2024 Added 0.96%
$93.5B
$2.58 Million 0.24% of portfolio
60,889
Q4 2024 Added 2.37%
$0
$2.55 Million 0.24% of portfolio
38,042
Q4 2024 Reduced 1.51%
$0
$2.43 Million 0.23% of portfolio
23,160
Q4 2024 Added 13.37%
$64B
$2.45 Million 0.23% of portfolio
12,693
Q4 2024 Added 2.33%
$208B
$2.49 Million 0.23% of portfolio
11,311
Q4 2024 Added 3.04%
$71.9B
$2.52 Million 0.23% of portfolio
46,553
Q4 2024 Reduced 17.89%
$0
$2.5 Million 0.23% of portfolio
32,821
Q4 2024 Reduced 35.63%
$0
$2.4 Million 0.22% of portfolio
41,990
Q4 2024 Reduced 63.48%
$404B
$2.33 Million 0.22% of portfolio
16,089
Q4 2024 Added 8.79%
$131B
$2.42 Million 0.22% of portfolio
10,627
Q4 2024 Added 16.15%
$58.5B
$2.39 Million 0.22% of portfolio
10,539
Q4 2024 Added 14.47%
$60.7B
$2.27 Million 0.21% of portfolio
9,433
Q4 2024 Added 1.77%
$856B
$2.28 Million 0.21% of portfolio
11,536
Q4 2024 Reduced 1.48%
$0
$2.28 Million 0.21% of portfolio
22,791
Q4 2024 Added 795.52%
$0
$2.29 Million 0.21% of portfolio
26,725
Q4 2024 Reduced 46.72%
$149B
$2.29 Million 0.21% of portfolio
61,024
Q4 2024 Reduced 2.38%
$366B
$2.21 Million 0.21% of portfolio
5,684
Q4 2024 Reduced 3.19%
$0
$2.22 Million 0.21% of portfolio
43,857
Q4 2024 Added 45.31%
$272B
$2.16 Million 0.2% of portfolio
14,908
Q4 2024 Added 2.31%
$290B
$2.18 Million 0.2% of portfolio
9,875
Q4 2024 Added 1.55%
$0
$2.17 Million 0.2% of portfolio
8,063
Q4 2024 Added 3.21%
$490B
$2.08 Million 0.19% of portfolio
2,331
Q4 2024 Reduced 4.86%
$80B
$2.04 Million 0.19% of portfolio
12,366
Q4 2024 Reduced 34.73%

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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