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
$171B
$832,000 0.08% of portfolio
1,872
Q4 2024 Reduced 12.73%
$1.44B
$745,000 0.07% of portfolio
12,369
Q4 2024 Added 21.15%
$109B
$755,000 0.07% of portfolio
3,557
Q4 2024 Added 5.21%
$0
$760,000 0.07% of portfolio
17,692
Q4 2024 Added 19.83%
$329B
$767,000 0.07% of portfolio
4,321
Q4 2024 Reduced 2.64%
$0
$718,000 0.07% of portfolio
17,448
Q4 2024 Added 24.74%
$0
$714,000 0.07% of portfolio
19,941
Q4 2024 Added 86.92%
$173B
$746,000 0.07% of portfolio
10,877
Q4 2024 Added 2.6%
$217B
$717,000 0.07% of portfolio
4,302
Q4 2024 Added 9.8%
$176B
$717,000 0.07% of portfolio
1,142
Q4 2024 Added 23.46%
$96.2B
$745,000 0.07% of portfolio
8,179
Q4 2024 Added 3.73%
$24.1B
$768,000 0.07% of portfolio
6,431
Q4 2024 Added 2.81%
$0
$787,000 0.07% of portfolio
26,376
Q4 2024 Reduced 26.82%
$22.1B
$801,000 0.07% of portfolio
10,037
Q4 2024 Reduced 7.55%
$76.3B
$802,000 0.07% of portfolio
851
Q4 2024 Added 6.78%
$68.5B
$804,000 0.07% of portfolio
5,768
Q4 2024 Added 1.96%
$0
$622,000 0.06% of portfolio
15,361
Q4 2024 Added 91.82%
$0
$623,000 0.06% of portfolio
14,855
Q4 2024 Added 90.13%
$32B
$624,000 0.06% of portfolio
6,003
Q4 2024 Added 1.87%
$0
$625,000 0.06% of portfolio
15,575
Q4 2024 Added 91.39%
$0
$625,000 0.06% of portfolio
14,445
Q4 2024 Added 89.94%
$0
$626,000 0.06% of portfolio
15,370
Q4 2024 Added 89.57%
$145B
$627,000 0.06% of portfolio
8,475
Q4 2024 Added 0.32%
$0
$627,000 0.06% of portfolio
16,877
Q4 2024 Added 90.74%
$48.9B
$628,000 0.06% of portfolio
4,781
Q4 2024 New
$0
$622,000 0.06% of portfolio
14,513
Q4 2024 Added 91.82%
$0
$621,000 0.06% of portfolio
53,989
Q4 2024 Reduced 6.66%
$176B
$621,000 0.06% of portfolio
15,535
Q4 2024 Reduced 5.34%
$63.6B
$598,000 0.06% of portfolio
7,788
Q4 2024 Reduced 0.46%
$0
$598,000 0.06% of portfolio
15,200
Q4 2024 Added 1.65%
$0
$598,000 0.06% of portfolio
3,894
Q4 2024 Reduced 71.15%
$0
$600,000 0.06% of portfolio
14,204
Q4 2024 Added 32.24%
$46.5B
$606,000 0.06% of portfolio
7,145
Q4 2024 Reduced 6.45%
$198B
$610,000 0.06% of portfolio
2,057
Q4 2024 Added 1.38%
$61.8B
$614,000 0.06% of portfolio
8,435
Q4 2024 Reduced 9.53%
$0
$618,000 0.06% of portfolio
15,712
Q4 2024 Added 93.24%
$89.5B
$621,000 0.06% of portfolio
21,011
Q4 2024 Added 3.13%
$0
$629,000 0.06% of portfolio
16,485
Q4 2024 Added 90.51%
$0
$629,000 0.06% of portfolio
14,750
Q4 2024 Added 90.4%
$0
$629,000 0.06% of portfolio
7,847
Q4 2024 Reduced 66.63%
$102B
$700,000 0.06% of portfolio
12,379
Q4 2024 Added 3.96%
$0
$695,000 0.06% of portfolio
15,253
Q4 2024 Reduced 2.51%
$234B
$694,000 0.06% of portfolio
11,068
Q4 2024 Added 2.24%
$0
$690,000 0.06% of portfolio
14,450
Q4 2024 Added 111.44%
$55.1B
$667,000 0.06% of portfolio
2,372
Q4 2024 Added 1.8%
$39.7B
$665,000 0.06% of portfolio
67,200
Q4 2024 Added 0.3%
$30.9B
$652,000 0.06% of portfolio
12,407
Q4 2024 Added 5.79%
$71.8B
$635,000 0.06% of portfolio
3,901
Q4 2024 Added 3.26%
$0
$643,000 0.06% of portfolio
6,341
Q4 2024 Reduced 1.64%

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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