Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.13 Billion
  • Q1 2025

Founders Financial Securities LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 460 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $55.1M, Spdr Portfolio S&P 500 Value E with a value of $45.8M, Schwab Strategic Tr Us Dividen with a value of $36.9M, Ishares Core U.S. Aggregate Bo with a value of $27M, and Vanguard Ftse Developed Market with a value of $25.4M.

Examining the 13F form we can see an increase of $56.6M in the current position value, from $1.08B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $828 Million
Technology: $82.8 Million
Financial Services: $43.4 Million
Healthcare: $30 Million
Consumer Defensive: $25.5 Million
Consumer Cyclical: $23.7 Million
Energy: $22.6 Million
Industrials: $22.6 Million
Other: $40.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.16 Million 0.45% of portfolio
131,007
Q1 2025 Added 0.66%
$0
$5.01 Million 0.44% of portfolio
36,328
Q1 2025 Reduced 0.41%
$0
$4.99 Million 0.44% of portfolio
18,160
Q1 2025 Reduced 4.99%
$375B
$4.87 Million 0.43% of portfolio
28,582
Q1 2025 Added 14.99%
$0
$4.37 Million 0.39% of portfolio
22,147
Q1 2025 Reduced 34.32%
$0
$4.4 Million 0.39% of portfolio
55,155
Q1 2025 Reduced 5.33%
$0
$4.43 Million 0.39% of portfolio
132,761
Q1 2025 Added 21.03%
$0
$4.29 Million 0.38% of portfolio
84,596
Q1 2025 New
$113B
$4.24 Million 0.37% of portfolio
25,314
Q1 2025 Added 7.24%
$0
$4.24 Million 0.37% of portfolio
30,164
Q1 2025 Reduced 1.87%
$0
$4.1 Million 0.36% of portfolio
37,722
Q1 2025 Added 15.81%
$0
$4.01 Million 0.35% of portfolio
39,830
Q1 2025 Reduced 31.58%
$0
$3.9 Million 0.34% of portfolio
66,366
Q1 2025 Added 591.96%
$1.05T
$3.8 Million 0.34% of portfolio
14,682
Q1 2025 Added 30.98%
$267B
$3.87 Million 0.34% of portfolio
7,381
Q1 2025 Added 5.91%
$0
$3.85 Million 0.34% of portfolio
104,496
Q1 2025 Reduced 36.92%
$0
$3.86 Million 0.34% of portfolio
50,735
Q1 2025 Added 54.58%
$855B
$3.78 Million 0.33% of portfolio
15,395
Q1 2025 Reduced 15.02%
$0
$3.36 Million 0.3% of portfolio
57,320
Q1 2025 Added 11.31%
$0
$3.39 Million 0.3% of portfolio
41,413
Q1 2025 Added 427.76%
$417B
$3.41 Million 0.3% of portfolio
3,607
Q1 2025 Added 1.43%
$622B
$3.45 Million 0.3% of portfolio
6,484
Q1 2025 Added 4.8%
$439B
$3.31 Million 0.29% of portfolio
19,972
Q1 2025 Added 24.13%
$0
$3.29 Million 0.29% of portfolio
56,404
Q1 2025 Added 0.75%
$1.14T
$3.25 Million 0.29% of portfolio
21,018
Q1 2025 Added 10.7%
$0
$3.17 Million 0.28% of portfolio
126,217
Q1 2025 Added 223.01%
$51.7B
$3.01 Million 0.27% of portfolio
13,155
Q1 2025 Added 24.82%
$0
$3.05 Million 0.27% of portfolio
32,679
Q1 2025 Added 22.28%
$0
$3.07 Million 0.27% of portfolio
129,271
Q1 2025 New
$153B
$2.99 Million 0.26% of portfolio
50,217
Q1 2025 Added 42.58%
$155B
$2.99 Million 0.26% of portfolio
81,131
Q1 2025 Added 32.95%
$91.5B
$2.96 Million 0.26% of portfolio
66,834
Q1 2025 Added 9.76%
$253B
$2.85 Million 0.25% of portfolio
11,464
Q1 2025 Added 1.35%
$260B
$2.89 Million 0.25% of portfolio
32,918
Q1 2025 Added 5.54%
$0
$2.7 Million 0.24% of portfolio
10,514
Q1 2025 Added 30.4%
$62.5B
$2.71 Million 0.24% of portfolio
10,246
Q1 2025 Added 8.62%
$25.1B
$2.72 Million 0.24% of portfolio
38,152
Q1 2025 Added 22.53%
$294B
$2.59 Million 0.23% of portfolio
15,507
Q1 2025 Added 4.02%
$290B
$2.63 Million 0.23% of portfolio
9,878
Q1 2025 Added 0.03%
$0
$2.65 Million 0.23% of portfolio
33,554
Q1 2025 Added 59.7%
$69.9B
$2.51 Million 0.22% of portfolio
42,080
Q1 2025 Reduced 9.61%
$141B
$2.48 Million 0.22% of portfolio
10,480
Q1 2025 Reduced 1.38%
$0
$2.53 Million 0.22% of portfolio
51,922
Q1 2025 Added 60.24%
$0
$2.5 Million 0.22% of portfolio
25,007
Q1 2025 Added 7.97%
$0
$2.5 Million 0.22% of portfolio
44,297
Q1 2025 Added 5.49%
$301B
$2.38 Million 0.21% of portfolio
33,182
Q1 2025 Added 18.11%
$0
$2.37 Million 0.21% of portfolio
52,468
Q1 2025 Added 332.94%
$0
$2.28 Million 0.2% of portfolio
80,625
Q1 2025 Added 46.87%
$738B
$2.23 Million 0.2% of portfolio
2,697
Q1 2025 Added 62.18%

Summary

  • Portfolio
  • No. of Stocks 460
  • Current Value $1.13 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 267 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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