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
$1.43 Million 0.13% of portfolio
33,968
Q1 2025 Added 135.15%
$0
$1.43 Million 0.13% of portfolio
34,122
Q1 2025 Added 135.11%
$0
$1.43 Million 0.13% of portfolio
37,726
Q1 2025 Added 133.95%
$0
$1.45 Million 0.13% of portfolio
38,840
Q1 2025 Added 130.14%
$0
$1.42 Million 0.13% of portfolio
37,112
Q1 2025 Added 136.2%
$0
$1.43 Million 0.13% of portfolio
36,485
Q1 2025 Added 134.25%
$0
$1.43 Million 0.13% of portfolio
34,855
Q1 2025 Added 134.63%
$0
$1.47 Million 0.13% of portfolio
23,769
Q1 2025 New
$0
$1.43 Million 0.13% of portfolio
36,051
Q1 2025 Added 134.69%
$0
$1.43 Million 0.13% of portfolio
36,082
Q1 2025 Added 134.76%
$0
$1.44 Million 0.13% of portfolio
38,256
Q1 2025 Added 132.07%
$52.3B
$1.39 Million 0.12% of portfolio
1,406
Q1 2025 Added 15.15%
$0
$1.36 Million 0.12% of portfolio
64,824
Q1 2025 Added 31.24%
$53.5B
$1.42 Million 0.12% of portfolio
76,283
Q1 2025 Reduced 2.4%
$218B
$1.33 Million 0.12% of portfolio
18,132
Q1 2025 Added 7.93%
$148B
$1.36 Million 0.12% of portfolio
4,994
Q1 2025 Added 13.09%
$0
$1.36 Million 0.12% of portfolio
5,574
Q1 2025 Added 32.75%
$44.5B
$1.4 Million 0.12% of portfolio
135,812
Q1 2025 Added 13.38%
$220B
$1.37 Million 0.12% of portfolio
4,387
Q1 2025 Added 0.62%
$264B
$1.4 Million 0.12% of portfolio
5,226
Q1 2025 Added 22.99%
$0
$1.19 Million 0.11% of portfolio
13,026
Q1 2025 Added 12.14%
$88.1B
$1.21 Million 0.11% of portfolio
3,456
Q1 2025 Added 10.66%
$250B
$1.31 Million 0.11% of portfolio
12,706
Q1 2025 Added 0.76%
$0
$1.28 Million 0.11% of portfolio
35,804
Q1 2025 Added 138.82%
$35.7B
$1.26 Million 0.11% of portfolio
21,760
Q1 2025 Added 3.87%
$88.6B
$1.22 Million 0.11% of portfolio
5,138
Q1 2025 New
$0
$1.28 Million 0.11% of portfolio
32,881
Q1 2025 Added 139.76%
$58.9B
$1.19 Million 0.11% of portfolio
6,998
Q1 2025 Added 6.08%
$50.6B
$1.14 Million 0.1% of portfolio
5,438
Q1 2025 Added 198.14%
$60.1B
$1.16 Million 0.1% of portfolio
11,027
Q1 2025 Added 17.76%
$280B
$1.09 Million 0.1% of portfolio
17,734
Q1 2025 Added 9.28%
$0
$1.08 Million 0.1% of portfolio
12,612
Q1 2025 Added 6.99%
$180B
$1.09 Million 0.1% of portfolio
23,942
Q1 2025 Added 54.12%
$0
$1.19 Million 0.1% of portfolio
3,295
Q1 2025 Added 7.15%
$65.5B
$1.14 Million 0.1% of portfolio
30,046
Q1 2025 Added 20.33%
$181B
$1.14 Million 0.1% of portfolio
2,311
Q1 2025 Added 11.48%
$0
$1.09 Million 0.1% of portfolio
2,035
Q1 2025 Reduced 1.12%
$0
$1.08 Million 0.1% of portfolio
100,572
Q1 2025 Reduced 17.24%
$168B
$1.13 Million 0.1% of portfolio
2,274
Q1 2025 Added 1.65%
$118B
$1.12 Million 0.1% of portfolio
10,665
Q1 2025 Added 8.16%
$49B
$1.11 Million 0.1% of portfolio
10,683
Q1 2025 Added 3.48%
$51.1B
$1.13 Million 0.1% of portfolio
3,775
Q1 2025 Added 11.36%
$0
$1.16 Million 0.1% of portfolio
7,199
Q1 2025 Added 26.79%
$280B
$1 Million 0.09% of portfolio
1,516
Q1 2025 Added 12.88%
$0
$1.05 Million 0.09% of portfolio
22,710
Q1 2025 Added 25.33%
$104B
$994,000 0.09% of portfolio
4,077
Q1 2025 Added 14.62%
$66.1B
$1.03 Million 0.09% of portfolio
3,480
Q1 2025 Added 1.61%
$27B
$1.04 Million 0.09% of portfolio
7,518
Q1 2025 Added 9.88%
$169B
$1.06 Million 0.09% of portfolio
2,085
Q1 2025 Added 13.32%

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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