Founders Financial Securities LLC Portfolio Holdings

Founders Financial Securities LLC

  • $1.06 Billion
  • Q3 2024

Founders Financial Securities LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 427 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $52M, Schwab Strategic Tr Us Dividen with a value of $35.1M, Spdr Portfolio S&P 500 Value E with a value of $34.1M, Ishares Core U.S. Aggregate Bo with a value of $30.6M, and Ishares Core S&P Sm Cap ETF with a value of $30.5M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $1.05B to 1.06B.

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

Portfolio value $1.06 Billion
ETFs: $793 Million
Technology: $80.2 Million
Financial Services: $38.4 Million
Healthcare: $26.3 Million
Consumer Defensive: $21.9 Million
Energy: $19.7 Million
Consumer Cyclical: $19.2 Million
Industrials: $18.8 Million
Other: $36 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.98 Million 0.19% of portfolio
7,445
Q3 2024 Reduced 13.96%
$251B
$1.97 Million 0.19% of portfolio
17,347
Q3 2024 Reduced 9.9%
$986B
$2.03 Million 0.19% of portfolio
11,709
Q3 2024 Added 15.56%
$296B
$2.01 Million 0.19% of portfolio
9,724
Q3 2024 Added 4.98%
$223B
$2.06 Million 0.19% of portfolio
12,578
Q3 2024 Reduced 33.29%
$276B
$2.04 Million 0.19% of portfolio
28,380
Q3 2024 Reduced 9.27%
$0
$2.07 Million 0.19% of portfolio
13,499
Q3 2024 Reduced 9.72%
$0
$1.88 Million 0.18% of portfolio
10,338
Q3 2024 Reduced 32.32%
$0
$1.89 Million 0.18% of portfolio
18,195
Q3 2024 Reduced 5.14%
$0
$1.75 Million 0.17% of portfolio
34,875
Q3 2024 Added 0.08%
$0
$1.78 Million 0.17% of portfolio
39,131
Q3 2024 Reduced 27.65%
$0
$1.8 Million 0.17% of portfolio
74,907
Q3 2024 Added 29.23%
$37.8B
$1.79 Million 0.17% of portfolio
7,157
Q3 2024 Added 4.42%
$0
$1.72 Million 0.16% of portfolio
36,533
Q3 2024 Reduced 3.33%
$288B
$1.68 Million 0.16% of portfolio
29,802
Q3 2024 Reduced 0.61%
$0
$1.74 Million 0.16% of portfolio
6,497
Q3 2024 Added 6.44%
$0
$1.65 Million 0.16% of portfolio
54,855
Q3 2024 Added 2.3%
$0
$1.68 Million 0.16% of portfolio
41,987
Q3 2024 Added 8.47%
$0
$1.73 Million 0.16% of portfolio
37,160
Q3 2024 Added 31.1%
$57.5B
$1.57 Million 0.15% of portfolio
10,053
Q3 2024 Added 1.51%
$0
$1.57 Million 0.15% of portfolio
12,251
Q3 2024 Reduced 22.56%
$0
$1.58 Million 0.15% of portfolio
139,131
Q3 2024 Reduced 0.28%
$0
$1.54 Million 0.15% of portfolio
2,628
Q3 2024 Reduced 21.76%
$95.1B
$1.56 Million 0.15% of portfolio
6,724
Q3 2024 Reduced 0.93%
$0
$1.64 Million 0.15% of portfolio
28,934
Q3 2024 New
$0
$1.56 Million 0.15% of portfolio
6,366
Q3 2024 Reduced 5.95%
$158B
$1.62 Million 0.15% of portfolio
5,043
Q3 2024 Reduced 1.66%
$276B
$1.54 Million 0.15% of portfolio
6,735
Q3 2024 Reduced 4.66%
$0
$1.52 Million 0.14% of portfolio
47,942
Q3 2024 Reduced 11.63%
$0
$1.52 Million 0.14% of portfolio
18,784
Q3 2024 Reduced 3.84%
$226B
$1.52 Million 0.14% of portfolio
4,301
Q3 2024 Reduced 2.14%
$0
$1.54 Million 0.14% of portfolio
30,181
Q3 2024 Added 138.62%
$32.4B
$1.5 Million 0.14% of portfolio
6,663
Q3 2024 Added 1.59%
$35.5B
$1.34 Million 0.13% of portfolio
21,083
Q3 2024 Reduced 0.6%
$71.8B
$1.38 Million 0.13% of portfolio
9,187
Q3 2024 Added 8.34%
$210B
$1.41 Million 0.13% of portfolio
3,596
Q3 2024 Reduced 24.74%
$0
$1.38 Million 0.13% of portfolio
8,246
Q3 2024 Added 16.67%
$0
$1.37 Million 0.13% of portfolio
2,385
Q3 2024 Reduced 7.67%
$0
$1.35 Million 0.13% of portfolio
26,786
Q3 2024 Reduced 0.51%
$214B
$1.41 Million 0.13% of portfolio
4,630
Q3 2024 Reduced 9.52%
$206B
$1.33 Million 0.13% of portfolio
2,684
Q3 2024 Reduced 4.59%
$150B
$1.42 Million 0.13% of portfolio
4,294
Q3 2024 Reduced 3.83%
$711B
$1.39 Million 0.13% of portfolio
1,564
Q3 2024 Reduced 36.71%
$146B
$1.25 Million 0.12% of portfolio
3,449
Q3 2024 Added 1.05%
$59.3B
$1.25 Million 0.12% of portfolio
3,441
Q3 2024 Added 1.18%
$0
$1.3 Million 0.12% of portfolio
21,922
Q3 2024 Added 12.37%
$0
$1.3 Million 0.12% of portfolio
27,874
Q3 2024 Reduced 17.23%
$142B
$1.23 Million 0.12% of portfolio
16,342
Q3 2024 Added 10.36%
$142B
$1.24 Million 0.12% of portfolio
2,126
Q3 2024 Reduced 5.76%

Summary

  • Portfolio
  • No. of Stocks 427
  • Current Value $1.06 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 54 stocks
  • Additional Purchases 134 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
Track This Portfolio

Track Founders Financial Securities LLC Portfolio

Follow Founders Financial Securities LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Securities LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Securities LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email