Founders Financial Securities LLC Reduced Holdings in Q4 2024

Founders Financial Securities LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.31K
- 11.87%
$87.1 - $98.49 $114K - $129K
9.73K $849K
O
Realty Income Corp

Real Estate
-134
- 0.64%
$51.76 - $64.71 $6.94K - $8.67K
20.9K $1.12M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.86K
- 33.64%
$89.81 - $104.0 $167K - $193K
3.66K $329K
EWJ
Ishares Msci Japan ETF

ETFs
-583
- 1.51%
$66.18 - $71.84 $38.6K - $41.9K
38K $2.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.35K
- 19.14%
$59.25 - $72.99 $80.2K - $98.8K
5.72K $341K
SAP
Sap Se

Technology
-1.19K
- 17.59%
$218.13 - $255.54 $258K - $303K
5.55K $1.37M
VHT
Vanguard Health Care ETF

ETFs
-368
- 13.64%
$250.81 - $283.3 $92.3K - $104K
2.33K $590K
HD
Home Depot, Inc.

Consumer Cyclical
-187
- 3.19%
$385.02 - $431.37 $72K - $80.7K
5.68K $2.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.65K
- 20.64%
$44.04 - $49.49 $116K - $131K
10.2K $447K
ORCL
Oracle Corp

Technology
-727
- 6.05%
$165.41 - $192.43 $120K - $140K
11.3K $1.88M
ALC
Alcon Inc

Healthcare
-493
- 6.45%
$83.87 - $99.15 $41.3K - $48.9K
7.15K $606K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.14K
- 0.99%
$91.29 - $91.8 $104K - $105K
115K $10.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-270
- 5.83%
$288.47 - $316.54 $77.9K - $85.5K
4.36K $1.26M
EIX
Edison International

Utilities
-820
- 7.55%
$77.93 - $88.36 $63.9K - $72.5K
10K $801K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-607
- 16.56%
$72.97 - $96.75 $44.3K - $58.7K
3.06K $227K
DTE
Dte Energy CO

Utilities
-559
- 7.55%
$117.04 - $129.77 $65.4K - $72.5K
6.84K $826K
VNQ
Vanguard Specialized Funds Van

ETFs
-698
- 10.48%
$87.85 - $98.6 $61.3K - $68.8K
5.96K $531K
VZ
Verizon Communications Inc

Communication Services
-876
- 5.34%
$39.6 - $45.21 $34.7K - $39.6K
15.5K $621K
IAK
Ishares Tr

ETFs
-130
- 0.36%
$123.78 - $138.16 $16.1K - $18K
36.5K $4.61M
ABBV
Abb Vie Inc.

Healthcare
-117
- 2.64%
$164.99 - $203.87 $19.3K - $23.9K
4.32K $767K
GILD
Gilead Sciences, Inc.

Healthcare
-2.28K
- 18.55%
$83.95 - $97.9 $191K - $223K
10K $924K
VGSH
Vanguard

ETFs
-1.55K
- 13.92%
$58.02 - $58.88 $90K - $91.3K
9.59K $558K
YYY
Amplify ETF Tr High Income ETF

ETFs
-3.86K
- 6.66%
$11.52 - $12.3 $44.4K - $47.4K
54K $621K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.19K
- 2.06%
$35.95 - $36.76 $42.6K - $43.6K
56.3K $2.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-639
- 5.22%
$126.68 - $134.74 $80.9K - $86.1K
11.6K $1.48M
MKC
Mccormick & CO Inc

Consumer Defensive
-646
- 10.79%
$73.97 - $84.09 $47.8K - $54.3K
5.34K $407K
GIS
General Mills Inc

Consumer Defensive
-401
- 6.94%
$62.78 - $74.62 $25.2K - $29.9K
5.38K $342K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-3.06K
- 15.43%
$20.92 - $23.57 $63.9K - $72K
16.8K $358K
CL
Colgate Palmolive CO

Consumer Defensive
-103
- 1.83%
$90.22 - $102.31 $9.29K - $10.5K
5.53K $503K
NKE
Nike, Inc.

Consumer Cyclical
-419
- 11.01%
$73.36 - $89.13 $30.7K - $37.3K
3.39K $256K
PFE
Pfizer Inc

Healthcare
-1.76K
- 13.0%
$24.8 - $30.19 $43.6K - $53.1K
11.8K $312K
SLVP
Ishares Msci Global Silver And

ETFs
-1.88K
- 6.12%
$11.44 - $15.55 $21.5K - $29.2K
28.8K $332K
FAST
Fastenal CO

Industrials
-1.07K
- 15.76%
$69.99 - $84.35 $74.6K - $89.9K
5.7K $409K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-477
- 0.81%
$100.16 - $100.7 $47.8K - $48K
58.2K $5.84M
WMB
Williams Companies, Inc.

Energy
-10.1K
- 17.89%
$46.37 - $59.74 $470K - $606K
46.6K $2.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
-457
- 9.82%
$241.48 - $274.89 $110K - $126K
4.2K $1.07M
AIG
American International Group, Inc.

Financial Services
-889
- 9.53%
$70.0 - $79.22 $62.2K - $70.4K
8.44K $614K
RING
Ishares Inc Msci Global Gold M

ETFs
-134
- 1.04%
$27.93 - $36.45 $3.74K - $4.88K
12.7K $356K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-336
- 5.85%
$64.85 - $73.04 $21.8K - $24.5K
5.41K $353K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.59K
- 20.64%
$23.02 - $23.23 $59.6K - $60.2K
9.96K $229K
NVS
Novartis Ag

Healthcare
-50
- 1.77%
$96.78 - $117.18 $4.84K - $5.86K
2.77K $269K
AFL
Aflac Inc

Financial Services
-113
- 2.43%
$100.37 - $115.27 $11.3K - $13K
4.54K $469K
SWKS
Skyworks Solutions, Inc.

Technology
-184
- 5.37%
$83.18 - $99.15 $15.3K - $18.2K
3.24K $287K
CION
Cion Investment Corp

Financial Services
-2.64K
- 6.62%
$11.25 - $12.08 $29.7K - $31.9K
37.2K $424K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.11%
$442.29 - $483.08 $3.1K - $3.38K
6.19K $2.8M
VDC
Vanguard Consumer Staples ETF

ETFs
-134
- 5.57%
$210.96 - $223.62 $28.3K - $30K
2.27K $480K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-612
- 6.85%
$57.38 - $61.11 $35.1K - $37.4K
8.33K $485K
IXC
Ishares Tr Global Energy ETF

ETFs
-278
- 2.28%
$36.95 - $43.06 $10.3K - $12K
11.9K $454K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.54K
- 6.19%
$17.65 - $18.18 $27.2K - $28K
23.3K $413K
Activity Summary
Buys All Purchases 284 New Holdings 41 Increased Positions 243 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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