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CIK: 0001342396
Total reported value
$2.0B
$2.0B
385 檔
8.2%
During the Q1 2024 filing period, Founders Financial Securities LLC (CIK: 0001342396) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 385 reported positions.
During Q1 2024, Founders Financial Securities LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.66% | +0.33% | -22.78% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.67% | -0.01% | -21.47% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.53% | — | -13.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.60% | +0.12% | +11.31% | |
| 5 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 2.42% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.34% | -0.02% | -24.91% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.16% | +0.10% | -22.94% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.95% | +0.41% | -9.46% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.16% | -8.85% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.72% | -0.10% | +34.59% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.61% | +0.01% | +21.16% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.60% | +0.04% | -13.42% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.53% | -0.04% | +29.41% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.42% | -0.14% | -10.93% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.02% | -11.95% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.36% | — | -15.68% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.03% | -7.61% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.32% | — | -34.97% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.31% | +0.46% | +14.68% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.13% | -13.39% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.28% | +0.01% | +589.17% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.09% | — | -26.69% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.06% | -0.02% | -2.54% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.06% | -0.50% | +1.62% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.34% | +41.52% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.04% | +0.07% | +3.62% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.45% | +65.67% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.00% | +0.08% | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | +0.07% | +35.46% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.92% | -0.05% | +298.27% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | -0.41% | +100.87% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.87% | — | -6.69% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.87% | -0.25% | +10.50% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | -0.27% | +46.21% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.14% | -14.05% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.80% | — | -19.62% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.05% | +43.48% | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.72% | — | +1.76% | |
| 39 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.68% | -0.06% | — | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | — | -3.35% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | -0.24% | +15.41% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | -0.07% | +36.63% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.58% | -0.16% | -23.94% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.01% | +2.90% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | — | -53.41% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.03% | -20.04% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.48% | — | +3.34% | |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.48% | — | +0.51% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.47% | — | -1.62% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.27% | +49.72% |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 385 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SCHD) accounted for 8.2% of total reported equity market value during Q1 2024.
During Q1 2024, Founders Financial Securities LLC's top holdings by market value included SPYG (4.7%)、SPYV (3.7%)、SCHD (3.5%). The largest single position, SPYG, represented 4.7% of total portfolio value.
In Q1 2024, Founders Financial Securities LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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