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CIK: 0001342396
Total reported value
$2.0B
$2.0B
435 檔
10.5%
As reported in its official Q4 2024 Form 13F filing, Founders Financial Securities LLC's tracked investment portfolio stood at $2.0B with 435 total positions.
In Q4 2024, Founders Financial Securities LLC displayed an active expansion posture, initiating 34 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 435 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 | 5.76% | +0.33% | +15.98% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.31% | -0.01% | +44.82% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.17% | — | +210.71% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.88% | +0.10% | +6.58% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.38% | -0.10% | -9.91% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.16% | +0.70% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | -0.02% | +3.99% | |
| 8 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 2.19% | — | -3.14% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.91% | +0.41% | +0.10% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.78% | +0.04% | -2.89% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.02% | +0.38% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.59% | — | -3.87% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.45% | — | +7.53% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.12% | -14.18% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.41% | +0.46% | +2.93% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.21% | +0.07% | +18.16% | |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.16% | +0.08% | -7.50% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.13% | +6.60% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.14% | +0.01% | -22.67% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.12% | +0.07% | +22.81% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.03% | -3.92% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.10% | +0.45% | +7.43% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.03% | -0.02% | +4.43% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.99% | -0.25% | +4.01% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.95% | -0.50% | -0.99% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.91% | -0.04% | -25.69% | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.88% | — | -4.96% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.14% | +1.52% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.87% | +0.01% | +1.85% | |
| 30 | PFRL | Pgim Floating Rate Income Et | ETF-Other | 0.85% | — | +32.17% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.83% | -0.05% | -27.90% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.14% | -10.71% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.79% | -0.07% | +11.08% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.34% | -8.22% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | -0.41% | -9.72% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | +0.30% | +29.03% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | -0.27% | -30.44% | |
| 38 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.62% | -0.06% | -2.25% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.02% | +394.90% | |
| 40 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.55% | — | -6.93% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | -0.24% | -0.81% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.53% | +0.01% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.01% | -1.39% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.17% | -2.27% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.46% | — | -8.10% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | -0.16% | -4.66% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.06% | +3.70% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | — | -0.03% | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.03% | -13.34% | |
| 50 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | — | -2.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.2% | +44.82% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | +15.98% | Add |
| 3 | BKLN | Invesco Senior Loan ETF | +0.5% | NEW | New buy |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +793.79% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.3% | +22.81% | Add |
| 6 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.2% | +696.41% | Add |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +18.16% | Add |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.2% | +29.03% | Add |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.2% | +795.52% | Add |
| 10 | PFRL | Pgim Floating Rate Income Et | +0.2% | +32.17% | Add |
| 11 | VLUE | Ishares Msci USA Value Facto | +0.2% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.2% | +0.70% | Add |
| 13 | FYC | First Trust Small Cap Growth | +0.2% | NEW | New buy |
| 14 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +153.29% | Add |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | +394.90% | Add |
| 16 | KBWB | Invesco Kbw Bank ETF | +0.1% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.52% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +7.43% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | -5.50% | Trim |
| 20 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | NEW | New buy |
| 21 | XLC | Ss Comm Select Sector Spdr | +0.1% | +11.08% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | -2.27% | Trim |
| 23 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +257.65% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +0.38% | Add |
| 26 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 27 | IWY | Ishares Russell Top 200 Grow | +0.1% | NEW | New buy |
| 28 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | NEW | New buy |
| 29 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | New buy |
| 30 | QGRO | American Century US Quality | +0.1% | NEW | New buy |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.58% | Add |
| 32 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +25.23% | Add |
| 33 | UL | Unilever PLC | +0.1% | +86.08% | Add |
| 34 | DUHP | Dimensional US High Profi Et | +0.1% | +7.53% | Add |
| 35 | V | Visa Inc-class A Shares | +0.1% | +3.22% | Add |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +45.31% | Add |
| 37 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.32% | Add |
| 38 | ABNB | Airbnb Inc-class A | +0.1% | NEW | New buy |
| 39 | CSQ | Calamos Strat Ttl Rtrn Fnd | +0.1% | +64.47% | Add |
| 40 | XLK | Ss Technology Select Sector | +0.1% | +2.93% | Add |
| 41 | UTES | Virtus Reaves Utilities ETF | +0.1% | NEW | New buy |
| 42 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | NEW | New buy |
| 43 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | NEW | New buy |
| 44 | XSW | Ss Spdr S&p Soft & Serv ETF | +0.1% | NEW | New buy |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | +5.02% | Add |
| 46 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 47 | CGGR | Cap Group Growth Equity | 0% | +4.99% | Add |
| 48 | AIRR | First Trust Rba American Ind | 0% | NEW | New buy |
| 49 | FLOT | Ishares Floating Rate Bond E | 0% | NEW | New buy |
| 50 | TROW | T Rowe Price Group Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Founders Financial Securities LLC reported a total U.S. public equity portfolio value of $2.0B across 435 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SCHD) accounted for 10.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BKLN
市值: $5.8M
Top Position Liquidated / Trimmed
DGRO
前期市值: $4.7M
During Q4 2024, Founders Financial Securities LLC's top holdings by market value included SPYG (5.8%)、SPYV (4.3%)、SCHD (3.2%). The largest single position, SPYG, represented 5.8% of total portfolio value.
In Q4 2024, Founders Financial Securities LLC made 199 total portfolio adjustments, initiating 34 new buys, adding to 81 positions, trimming 61 holdings, and fully liquidating 23 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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