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CIK: 0001342396
Total reported value
$2.0B
$2.0B
424 檔
8.2%
As reported in its official Q2 2024 Form 13F filing, Founders Financial Securities LLC's tracked investment portfolio stood at $2.0B with 424 total positions.
During Q2 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 424 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 | 4.35% | +0.33% | -5.34% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.10% | — | +0.90% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.07% | -0.01% | -4.49% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.16% | +937.92% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.29% | -0.02% | +10.15% | |
| 6 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 2.22% | — | -0.97% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.12% | -12.96% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.07% | +0.10% | +10.17% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | +0.41% | +7.77% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.02% | +19.60% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.71% | — | +66.69% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.10% | +11.16% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.46% | +21.59% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.52% | +0.01% | +0.90% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.50% | +0.04% | +4.75% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.39% | +0.01% | +25.25% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.03% | +7.16% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.34% | -0.04% | -2.51% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.13% | +7.70% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.29% | — | +4.90% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.27% | — | +5.73% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.25% | -0.14% | -0.32% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.23% | +0.45% | +25.43% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.05% | +0.07% | +3.30% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.02% | +9.80% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.34% | +3.34% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.98% | -0.50% | +2.48% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.97% | -0.41% | +19.06% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.27% | +32.57% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | +0.07% | +13.42% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.90% | +0.08% | +1.24% | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.88% | -0.25% | +15.40% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.14% | +10.01% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.83% | -0.05% | -0.83% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.79% | — | +1.41% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.73% | — | +1.90% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.67% | — | +3.62% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | -0.16% | +15.27% | |
| 39 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.60% | -0.06% | +0.06% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.57% | -0.07% | -0.29% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.56% | -0.24% | +0.78% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.56% | — | +1.84% | |
| 43 | PFRL | Pgim Floating Rate Income Et | ETF-Other | 0.55% | — | +72.37% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.54% | -0.27% | +33.11% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.54% | -0.03% | +21.86% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.01% | +0.88% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | +0.01% | +26.90% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | — | -2.39% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.39% | EXIT | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.45% | — | +1.96% |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 424 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SCHD, SPYV) accounted for 8.2% of total reported equity market value during Q2 2024.
During Q2 2024, Founders Financial Securities LLC's top holdings by market value included SPYG (4.3%)、SCHD (3.1%)、SPYV (3.1%). The largest single position, SPYG, represented 4.3% of total portfolio value.
In Q2 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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