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
$159B
$2 Million 0.19% of portfolio
35,220
Q4 2024 Added 86.08%
$0
$2.03 Million 0.19% of portfolio
56,314
Q4 2024 Reduced 2.06%
$265B
$2.09 Million 0.19% of portfolio
29,819
Q4 2024 Added 0.06%
$0
$1.95 Million 0.18% of portfolio
8,071
Q4 2024 Added 26.78%
$210B
$1.89 Million 0.18% of portfolio
18,986
Q4 2024 Added 9.45%
$0
$1.9 Million 0.18% of portfolio
42,778
Q4 2024 Added 15.12%
$0
$1.91 Million 0.18% of portfolio
6,810
Q4 2024 Added 4.82%
$0
$1.95 Million 0.18% of portfolio
17,654
Q4 2024 Reduced 2.97%
$0
$1.98 Million 0.18% of portfolio
84,326
Q4 2024 Added 12.57%
$0
$1.99 Million 0.18% of portfolio
18,833
Q4 2024 New
$0
$1.85 Million 0.17% of portfolio
48,815
Q4 2024 Added 16.26%
$373B
$1.88 Million 0.17% of portfolio
11,292
Q4 2024 Reduced 6.05%
$32.8B
$1.83 Million 0.17% of portfolio
7,104
Q4 2024 Reduced 0.74%
$0
$1.72 Million 0.16% of portfolio
23,945
Q4 2024 Reduced 39.83%
$0
$1.72 Million 0.16% of portfolio
22,276
Q4 2024 New
$311B
$1.75 Million 0.16% of portfolio
28,095
Q4 2024 Reduced 1.0%
$70.1B
$1.66 Million 0.15% of portfolio
9,325
Q4 2024 Added 1.5%
$0
$1.59 Million 0.15% of portfolio
21,010
Q4 2024 Added 11.85%
$60B
$1.59 Million 0.15% of portfolio
19,406
Q4 2024 Added 40.28%
$0
$1.59 Million 0.15% of portfolio
32,403
Q4 2024 Reduced 7.09%
$0
$1.6 Million 0.15% of portfolio
54,897
Q4 2024 Added 0.08%
$185B
$1.53 Million 0.14% of portfolio
4,344
Q4 2024 Added 1.0%
$156B
$1.52 Million 0.14% of portfolio
12,610
Q4 2024 Added 0.25%
$28.8B
$1.51 Million 0.14% of portfolio
6,843
Q4 2024 Added 2.7%
$0
$1.49 Million 0.14% of portfolio
22,775
Q4 2024 New
$0
$1.48 Million 0.14% of portfolio
25,760
Q4 2024 Added 17.51%
$0
$1.48 Million 0.14% of portfolio
11,612
Q4 2024 Reduced 5.22%
$115B
$1.47 Million 0.14% of portfolio
4,416
Q4 2024 Added 2.84%
$53.9B
$1.53 Million 0.14% of portfolio
78,157
Q4 2024 Reduced 2.43%
$0
$1.54 Million 0.14% of portfolio
2,622
Q4 2024 Added 9.94%
$0
$1.55 Million 0.14% of portfolio
87,250
Q4 2024 Added 64.47%
$186B
$1.55 Million 0.14% of portfolio
2,704
Q4 2024 Added 0.75%
$0
$1.54 Million 0.14% of portfolio
35,235
Q4 2024 Reduced 9.96%
$268B
$1.42 Million 0.13% of portfolio
4,249
Q4 2024 Added 16.47%
$72.8B
$1.39 Million 0.13% of portfolio
2,962
Q4 2024 Added 23.42%
$44.5B
$1.4 Million 0.13% of portfolio
10,324
Q4 2024 Added 2.7%
$150B
$1.36 Million 0.13% of portfolio
5,229
Q4 2024 Added 3.69%
$165B
$1.42 Million 0.13% of portfolio
12,759
Q4 2024 Added 1.0%
$0
$1.43 Million 0.13% of portfolio
11,273
Q4 2024 Added 257.65%
$0
$1.45 Million 0.13% of portfolio
11,064
Q4 2024 Added 43.33%
$325B
$1.37 Million 0.13% of portfolio
5,550
Q4 2024 Reduced 17.59%
$162B
$1.33 Million 0.12% of portfolio
3,660
Q4 2024 Added 1.78%
$93.7B
$1.31 Million 0.12% of portfolio
6,495
Q4 2024 Added 2.22%
$0
$1.3 Million 0.12% of portfolio
121,524
Q4 2024 Reduced 12.65%
$0
$1.24 Million 0.12% of portfolio
4,676
Q4 2024 Reduced 37.19%
$840B
$1.28 Million 0.12% of portfolio
1,663
Q4 2024 Added 6.33%
$51.2B
$1.29 Million 0.12% of portfolio
1,221
Q4 2024 Added 5.08%
$138B
$1.28 Million 0.12% of portfolio
3,559
Q4 2024 Added 3.19%
$98.2B
$1.28 Million 0.12% of portfolio
6,982
Q4 2024 Added 3.84%

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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