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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$1.41 Million 0.13% of portfolio
4,630
Q3 2024 Reduced 9.52%
$217B
$1.33 Million 0.13% of portfolio
2,684
Q3 2024 Reduced 4.59%
$147B
$1.42 Million 0.13% of portfolio
4,294
Q3 2024 Reduced 3.83%
$746B
$1.39 Million 0.13% of portfolio
1,564
Q3 2024 Reduced 36.71%
$149B
$1.25 Million 0.12% of portfolio
3,449
Q3 2024 Added 1.05%
$51.3B
$1.25 Million 0.12% of portfolio
3,441
Q3 2024 Added 1.18%
$136B
$1.23 Million 0.12% of portfolio
16,342
Q3 2024 Added 10.36%
$130B
$1.24 Million 0.12% of portfolio
2,126
Q3 2024 Reduced 5.76%
$143B
$1.23 Million 0.12% of portfolio
18,927
Q3 2024 Reduced 0.07%
$76.5B
$1.27 Million 0.12% of portfolio
2,400
Q3 2024 Added 0.8%
$86B
$1.32 Million 0.12% of portfolio
6,354
Q3 2024 Added 1.24%
$225B
$1.31 Million 0.12% of portfolio
2,125
Q3 2024 Added 3.26%
$65B
$1.29 Million 0.12% of portfolio
80,100
Q3 2024 Reduced 4.44%
$68.6B
$1.14 Million 0.11% of portfolio
13,834
Q3 2024 Added 0.78%
$93.3B
$1.15 Million 0.11% of portfolio
3,006
Q3 2024 Added 0.13%
$204B
$1.22 Million 0.11% of portfolio
12,633
Q3 2024 Reduced 13.49%
$56.7B
$1.21 Million 0.11% of portfolio
1,162
Q3 2024 Reduced 2.52%
$56.2B
$1.09 Million 0.1% of portfolio
3,188
Q3 2024 Added 3.17%
$98.7B
$1.05 Million 0.1% of portfolio
15,779
Q3 2024 Reduced 0.72%
$291B
$1.04 Million 0.1% of portfolio
1,243
Q3 2024 Added 7.99%
$214B
$1.08 Million 0.1% of portfolio
13,823
Q3 2024 Added 9.13%
$202B
$1.11 Million 0.1% of portfolio
2,145
Q3 2024 Added 2.0%
$117B
$1.03 Million 0.1% of portfolio
12,284
Q3 2024 Added 0.32%
$206B
$1.02 Million 0.1% of portfolio
2,083
Q3 2024 Reduced 2.62%
$43.4B
$1.09 Million 0.1% of portfolio
102,760
Q3 2024 Added 34.31%
$54B
$1.07 Million 0.1% of portfolio
21,524
Q3 2024 Added 11.01%
$0
$919,000 0.09% of portfolio
53,050
Q3 2024 Added 104.08%
$130B
$956,000 0.09% of portfolio
9,089
Q3 2024 Reduced 12.71%
$22.5B
$945,000 0.09% of portfolio
10,857
Q3 2024 Added 1.08%
$334B
$998,000 0.09% of portfolio
3,648
Q3 2024 Added 4.11%
$167B
$905,000 0.09% of portfolio
1,752
Q3 2024 Added 3.98%
$77.3B
$952,000 0.09% of portfolio
7,748
Q3 2024 Added 0.9%
$73B
$991,000 0.09% of portfolio
3,331
Q3 2024 Added 1.77%
$75.6B
$921,000 0.09% of portfolio
5,657
Q3 2024 Added 13.78%
$23.1B
$950,000 0.09% of portfolio
7,401
Q3 2024 Reduced 0.13%
$71.6B
$818,000 0.08% of portfolio
13,030
Q3 2024 Reduced 6.3%
$256B
$827,000 0.08% of portfolio
15,545
Q3 2024 Reduced 6.4%
$177B
$802,000 0.08% of portfolio
4,122
Q3 2024 Reduced 19.35%
$76.6B
$808,000 0.08% of portfolio
18,037
Q3 2024 Reduced 6.63%
$301B
$876,000 0.08% of portfolio
4,438
Q3 2024 Reduced 27.99%
$28.9B
$828,000 0.08% of portfolio
6,255
Q3 2024 Reduced 21.74%
$233B
$713,000 0.07% of portfolio
10,826
Q3 2024 Reduced 1.12%
$205B
$771,000 0.07% of portfolio
17,067
Q3 2024 Reduced 0.96%
$109B
$754,000 0.07% of portfolio
3,381
Q3 2024 Added 3.36%
$101B
$699,000 0.07% of portfolio
9,834
Q3 2024 Reduced 0.41%
$85.7B
$707,000 0.07% of portfolio
797
Q3 2024 Added 7.85%
$215B
$738,000 0.07% of portfolio
3,918
Q3 2024 Reduced 6.18%
$0
$735,000 0.07% of portfolio
31,678
Q3 2024 Reduced 35.28%
$78.9B
$738,000 0.07% of portfolio
3,778
Q3 2024 Added 3.08%

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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