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
$380B
$2.28 Million 0.2% of portfolio
6,219
Q1 2025 Added 9.41%
$79.5B
$2.28 Million 0.2% of portfolio
12,988
Q1 2025 Added 2.32%
$530B
$2.31 Million 0.2% of portfolio
2,480
Q1 2025 Added 6.39%
$0
$2.24 Million 0.2% of portfolio
16,689
Q1 2025 Added 50.84%
$0
$2.18 Million 0.19% of portfolio
23,931
Q1 2025 Added 145.98%
$80.2B
$2.18 Million 0.19% of portfolio
32,245
Q1 2025 Added 148.8%
$0
$2.11 Million 0.19% of portfolio
56,250
Q1 2025 Added 15.23%
$0
$1.99 Million 0.18% of portfolio
18,690
Q1 2025 Reduced 0.76%
$0
$2.04 Million 0.18% of portfolio
40,210
Q1 2025 Reduced 8.32%
$0
$2.09 Million 0.18% of portfolio
89,438
Q1 2025 Added 6.06%
$0
$2.04 Million 0.18% of portfolio
18,072
Q1 2025 Added 2.37%
$86.8B
$2.05 Million 0.18% of portfolio
4,004
Q1 2025 Added 35.18%
$0
$2.09 Million 0.18% of portfolio
18,831
Q1 2025 Reduced 31.78%
$207B
$2.06 Million 0.18% of portfolio
23,000
Q1 2025 Added 21.14%
$1.12B
$2.07 Million 0.18% of portfolio
66,947
Q1 2025 New
$313B
$2.08 Million 0.18% of portfolio
28,977
Q1 2025 Reduced 2.82%
$0
$1.89 Million 0.17% of portfolio
10,378
Q1 2025 Added 65.97%
$89.8B
$1.79 Million 0.16% of portfolio
13,073
Q1 2025 Added 5.72%
$221B
$1.84 Million 0.16% of portfolio
18,654
Q1 2025 Added 46.2%
$28.6B
$1.77 Million 0.16% of portfolio
8,230
Q1 2025 Added 20.27%
$0
$1.81 Million 0.16% of portfolio
78,563
Q1 2025 New
$0
$1.8 Million 0.16% of portfolio
34,720
Q1 2025 Reduced 4.97%
$109B
$1.81 Million 0.16% of portfolio
6,291
Q1 2025 Added 33.99%
$0
$1.71 Million 0.15% of portfolio
6,791
Q1 2025 Reduced 0.28%
$108B
$1.71 Million 0.15% of portfolio
7,875
Q1 2025 Added 12.79%
$0
$1.72 Million 0.15% of portfolio
3,069
Q1 2025 Added 17.05%
$61.8B
$1.75 Million 0.15% of portfolio
21,736
Q1 2025 Added 12.01%
$0
$1.7 Million 0.15% of portfolio
13,163
Q1 2025 Added 13.36%
$0
$1.57 Million 0.14% of portfolio
96,730
Q1 2025 Added 10.87%
$220B
$1.55 Million 0.14% of portfolio
4,712
Q1 2025 Added 28.74%
$0
$1.55 Million 0.14% of portfolio
30,490
Q1 2025 New
$0
$1.53 Million 0.14% of portfolio
20,882
Q1 2025 Reduced 12.79%
$1.22T
$1.55 Million 0.14% of portfolio
9,355
Q1 2025 Reduced 18.91%
$0
$1.57 Million 0.14% of portfolio
35,171
Q1 2025 Reduced 0.18%
$35.6B
$1.55 Million 0.14% of portfolio
6,652
Q1 2025 Reduced 6.36%
$93.2B
$1.63 Million 0.14% of portfolio
7,056
Q1 2025 Added 8.64%
$164B
$1.58 Million 0.14% of portfolio
5,071
Q1 2025 Reduced 3.02%
$0
$1.61 Million 0.14% of portfolio
28,193
Q1 2025 Added 9.44%
$642B
$1.54 Million 0.14% of portfolio
10,999
Q1 2025 Reduced 2.59%
$0
$1.53 Million 0.13% of portfolio
22,322
Q1 2025 Reduced 41.32%
$149B
$1.44 Million 0.13% of portfolio
3,875
Q1 2025 Added 8.88%
$0
$1.45 Million 0.13% of portfolio
36,100
Q1 2025 Added 106.9%
$239B
$1.48 Million 0.13% of portfolio
2,704
Q4 2024 Added 0.75%
$293B
$1.42 Million 0.13% of portfolio
16,876
Q1 2025 Added 3.48%
$83.4B
$1.51 Million 0.13% of portfolio
8,414
Q1 2025 Reduced 9.77%
$181B
$1.5 Million 0.13% of portfolio
4,821
Q1 2025 Added 10.98%
$0
$1.42 Million 0.13% of portfolio
22,684
Q1 2025 Reduced 0.4%
$0
$1.49 Million 0.13% of portfolio
35,354
Q1 2025 Added 139.69%
$177B
$1.51 Million 0.13% of portfolio
7,741
Q1 2025 Added 50.31%

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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