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
$46.7B
$34,000 0.0% of portfolio
11,060
Q3 2024 New
$71.7M
$14,000 0.0% of portfolio
10,000
Q2 2024 New
Invesco Actively Managed Exc
-
$0 0.0% of portfolio
-
Q3 2024 New
Ecd Automotive Design Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 86.67%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
$42.8M
$12,000 0.0% of portfolio
10,000
Q3 2024 Reduced 16.67%
$729M
$42,000 0.0% of portfolio
19,500
Q3 2024 Reduced 2.64%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
Capital Group Dividend Growe
-
$0 0.0% of portfolio
-
Q3 2024 Added 45.28%
-
$0 0.0% of portfolio
-
Q3 2024 New
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q3 2024 Added 33.33%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
Capital Group Conservative E
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 New
Buzzfeed Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 Added 26.75%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 Added 89.92%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.59%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 24.45%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.7%

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
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