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
$0
$1.98 Million 0.19% of portfolio
7,445
Q3 2024 Reduced 13.96%
$252B
$1.97 Million 0.19% of portfolio
17,347
Q3 2024 Reduced 9.9%
$1.07T
$2.03 Million 0.19% of portfolio
11,709
Q3 2024 Added 15.56%
$277B
$2.01 Million 0.19% of portfolio
9,724
Q3 2024 Added 4.98%
$204B
$2.06 Million 0.19% of portfolio
12,578
Q3 2024 Reduced 33.29%
$272B
$2.04 Million 0.19% of portfolio
28,380
Q3 2024 Reduced 9.27%
$0
$2.07 Million 0.19% of portfolio
13,499
Q3 2024 Reduced 9.72%
$0
$1.88 Million 0.18% of portfolio
10,338
Q3 2024 Reduced 32.32%
$0
$1.89 Million 0.18% of portfolio
18,195
Q3 2024 Reduced 5.14%
$0
$1.75 Million 0.17% of portfolio
34,875
Q3 2024 Added 0.08%
$0
$1.78 Million 0.17% of portfolio
39,131
Q3 2024 Reduced 27.65%
$0
$1.8 Million 0.17% of portfolio
74,907
Q3 2024 Added 29.23%
$35.1B
$1.79 Million 0.17% of portfolio
7,157
Q3 2024 Added 4.42%
$0
$1.72 Million 0.16% of portfolio
36,533
Q3 2024 Reduced 3.33%
$272B
$1.68 Million 0.16% of portfolio
29,802
Q3 2024 Reduced 0.61%
$0
$1.74 Million 0.16% of portfolio
6,497
Q3 2024 Added 6.44%
$0
$1.65 Million 0.16% of portfolio
54,855
Q3 2024 Added 2.3%
$0
$1.68 Million 0.16% of portfolio
41,987
Q3 2024 Added 8.47%
$0
$1.73 Million 0.16% of portfolio
37,160
Q3 2024 Added 31.1%
$60.9B
$1.57 Million 0.15% of portfolio
10,053
Q3 2024 Added 1.51%
$0
$1.57 Million 0.15% of portfolio
12,251
Q3 2024 Reduced 22.56%
$0
$1.58 Million 0.15% of portfolio
139,131
Q3 2024 Reduced 0.28%
$0
$1.54 Million 0.15% of portfolio
2,628
Q3 2024 Reduced 21.76%
$86B
$1.56 Million 0.15% of portfolio
6,724
Q3 2024 Reduced 0.93%
$0
$1.64 Million 0.15% of portfolio
28,934
Q3 2024 New
$0
$1.56 Million 0.15% of portfolio
6,366
Q3 2024 Reduced 5.95%
$141B
$1.62 Million 0.15% of portfolio
5,043
Q3 2024 Reduced 1.66%
$297B
$1.54 Million 0.15% of portfolio
6,735
Q3 2024 Reduced 4.66%
$0
$1.52 Million 0.14% of portfolio
47,942
Q3 2024 Reduced 11.63%
$0
$1.52 Million 0.14% of portfolio
18,784
Q3 2024 Reduced 3.84%
$228B
$1.52 Million 0.14% of portfolio
4,301
Q3 2024 Reduced 2.14%
$0
$1.54 Million 0.14% of portfolio
30,181
Q3 2024 Added 138.62%
$31.2B
$1.5 Million 0.14% of portfolio
6,663
Q3 2024 Added 1.59%
$32.9B
$1.34 Million 0.13% of portfolio
21,083
Q3 2024 Reduced 0.6%
$69.9B
$1.38 Million 0.13% of portfolio
9,187
Q3 2024 Added 8.34%
$194B
$1.41 Million 0.13% of portfolio
3,596
Q3 2024 Reduced 24.74%
$0
$1.38 Million 0.13% of portfolio
8,246
Q3 2024 Added 16.67%
$0
$1.37 Million 0.13% of portfolio
2,385
Q3 2024 Reduced 7.67%
$0
$1.35 Million 0.13% of portfolio
26,786
Q3 2024 Reduced 0.51%
$216B
$1.41 Million 0.13% of portfolio
4,630
Q3 2024 Reduced 9.52%
$199B
$1.33 Million 0.13% of portfolio
2,684
Q3 2024 Reduced 4.59%
$136B
$1.42 Million 0.13% of portfolio
4,294
Q3 2024 Reduced 3.83%
$756B
$1.39 Million 0.13% of portfolio
1,564
Q3 2024 Reduced 36.71%
$140B
$1.25 Million 0.12% of portfolio
3,449
Q3 2024 Added 1.05%
$52.8B
$1.25 Million 0.12% of portfolio
3,441
Q3 2024 Added 1.18%
$0
$1.3 Million 0.12% of portfolio
21,922
Q3 2024 Added 12.37%
$0
$1.3 Million 0.12% of portfolio
27,874
Q3 2024 Reduced 17.23%
$122B
$1.23 Million 0.12% of portfolio
16,342
Q3 2024 Added 10.36%
$128B
$1.24 Million 0.12% of portfolio
2,126
Q3 2024 Reduced 5.76%

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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