Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.25 Billion
  • Q2 2025

Founders Financial Securities LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 491 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $69M, Spdr Portfolio S&P 500 Value E with a value of $51.6M, Nvidia Corp with a value of $30.5M, Vanguard Mid Cap ETF with a value of $28.9M, and Vanguard Ftse Developed Market with a value of $28.2M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.13B to 1.25B.

Below you can find more details about Founders Financial Securities LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.25 Billion
ETFs: $912 Million
Technology: $101 Million
Financial Services: $43.6 Million
Healthcare: $30 Million
Consumer Defensive: $27.2 Million
Communication Services: $26.3 Million
Consumer Cyclical: $26.1 Million
Industrials: $25 Million
Other: $42.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.89 Million 0.47% of portfolio
201,724
Q2 2025 Reduced 1.05%
$470B
$5.92 Million 0.47% of portfolio
54,954
Q2 2025 Added 10.46%
$0
$5.71 Million 0.46% of portfolio
133,521
Q2 2025 Added 1.92%
$558B
$5.62 Million 0.45% of portfolio
15,841
Q2 2025 Reduced 0.73%
$0
$5.42 Million 0.43% of portfolio
40,208
Q2 2025 Reduced 46.7%
$0
$5.39 Million 0.43% of portfolio
145,839
Q2 2025 Added 9.85%
$0
$5.27 Million 0.42% of portfolio
17,354
Q2 2025 Reduced 4.44%
$0
$5.31 Million 0.42% of portfolio
30,660
Q2 2025 Added 1.64%
$0
$5.19 Million 0.41% of portfolio
51,532
Q2 2025 Added 29.38%
$0
$4.98 Million 0.4% of portfolio
77,878
Q2 2025 Reduced 12.98%
$0
$4.9 Million 0.39% of portfolio
36,444
Q2 2025 Added 0.32%
$0
$4.73 Million 0.38% of portfolio
76,295
Q2 2025 Reduced 54.14%
$0
$4.73 Million 0.38% of portfolio
85,763
Q2 2025 Reduced 8.37%
$0
$4.66 Million 0.37% of portfolio
27,562
Q2 2025 New
$1.4T
$4.56 Million 0.36% of portfolio
14,349
Q2 2025 Reduced 2.27%
$0
$4.57 Million 0.36% of portfolio
41,714
Q2 2025 Added 10.58%
$0
$4.17 Million 0.33% of portfolio
81,291
Q2 2025 New
$0
$4.01 Million 0.32% of portfolio
63,896
Q2 2025 Added 11.47%
$246B
$3.96 Million 0.32% of portfolio
27,146
Q2 2025 Reduced 7.05%
$0
$4.02 Million 0.32% of portfolio
27,241
Q2 2025 Reduced 35.68%
$1.45T
$3.72 Million 0.3% of portfolio
21,093
Q2 2025 Added 0.36%
$485B
$3.74 Million 0.3% of portfolio
24,464
Q2 2025 Added 22.49%
$0
$3.6 Million 0.29% of portfolio
42,946
Q2 2025 Reduced 22.14%
$0
$3.62 Million 0.29% of portfolio
47,642
Q2 2025 Reduced 6.1%
$0
$3.54 Million 0.28% of portfolio
56,422
Q2 2025 Added 0.03%
$410B
$3.51 Million 0.28% of portfolio
3,541
Q2 2025 Reduced 1.83%
$138B
$3.4 Million 0.27% of portfolio
95,175
Q2 2025 Added 17.31%
$0
$3.27 Million 0.26% of portfolio
30,008
Q2 2025 New
$0
$3.31 Million 0.26% of portfolio
74,424
Q2 2025 Added 113.52%
$150B
$3.26 Million 0.26% of portfolio
53,262
Q2 2025 Added 6.06%
$102B
$3.2 Million 0.26% of portfolio
70,541
Q2 2025 Added 5.55%
$0
$3.2 Million 0.26% of portfolio
123,174
Q2 2025 Reduced 4.72%
$298B
$3.13 Million 0.25% of portfolio
13,118
Q2 2025 Added 32.8%
$0
$3.15 Million 0.25% of portfolio
11,035
Q2 2025 Added 4.96%
$534B
$3.18 Million 0.25% of portfolio
2,376
Q2 2025 Reduced 4.19%
$654B
$3.15 Million 0.25% of portfolio
6,488
Q2 2025 Added 0.06%
$28.3B
$2.98 Million 0.24% of portfolio
39,356
Q2 2025 Added 3.16%
$0
$2.86 Million 0.23% of portfolio
89,515
Q2 2025 Added 11.03%
$213B
$2.87 Million 0.23% of portfolio
36,232
Q2 2025 Added 57.53%
$0
$2.82 Million 0.23% of portfolio
34,039
Q2 2025 Reduced 17.81%
$0
$2.76 Million 0.22% of portfolio
45,991
Q2 2025 Added 3.82%
$53.4B
$2.72 Million 0.22% of portfolio
15,809
Q2 2025 Added 20.17%
$65.4B
$2.72 Million 0.22% of portfolio
10,177
Q2 2025 Reduced 0.67%
$280B
$2.71 Million 0.22% of portfolio
27,742
Q2 2025 Reduced 15.72%
$0
$2.77 Million 0.22% of portfolio
62,848
Q2 2025 New
$77.2B
$2.74 Million 0.22% of portfolio
43,641
Q2 2025 Added 3.71%
$81.2B
$2.58 Million 0.21% of portfolio
13,816
Q2 2025 Added 6.38%
$0
$2.59 Million 0.21% of portfolio
18,947
Q2 2025 Added 552.67%
$0
$2.49 Million 0.2% of portfolio
99,385
Q2 2025 Reduced 21.26%

Summary

  • Portfolio
  • No. of Stocks 491
  • Current Value $1.25 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 256 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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