Founders Financial Securities

Latest statistics and disclosures from Founders Financial Securities's latest quarterly 13F-HR filing:

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Positions held by Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Founders Financial Securities

Founders Financial Securities holds 427 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.8 $52M +9% 627k 82.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $35M 415k 84.53
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.1 $34M -3% 646k 52.86
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Ishares Tr Core Us Aggbd Et (AGG) 2.8 $31M +62% 302k 101.27
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $31M +26% 260k 116.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $26M 491k 52.81
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Strategy Day Hagan Ned (SSUS) 2.3 $25M 596k 41.59
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NVIDIA Corporation (NVDA) 2.0 $22M -8% 181k 121.44
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $21M +28% 453k 46.74
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Vanguard Index Fds Mid Cap Etf (VO) 2.0 $21M 80k 263.83
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $20M +3% 722k 27.41
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Apple (AAPL) 1.6 $18M -15% 76k 233.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $18M -25% 36k 488.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $17M -2% 92k 179.30
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Dimensional Etf Trust Us High Profitab (DUHP) 1.4 $15M +5% 443k 34.07
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Select Sector Spdr Tr Technology (XLK) 1.4 $15M -10% 65k 225.76
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.3 $15M +45% 301k 48.24
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Ishares Tr TRS FLT RT BD (TFLO) 1.3 $14M -4% 268k 50.60
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Ishares Tr Msci Usa Min Vol (USMV) 1.2 $13M +37% 143k 91.31
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $13M -15% 22k 576.81
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Microsoft Corporation (MSFT) 1.1 $12M -9% 28k 430.30
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Ishares Tr Core Msci Intl (IDEV) 1.1 $12M +15% 163k 70.83
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $11M -21% 144k 78.05
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Ishares Tr National Mun Etf (MUB) 1.0 $11M 103k 108.63
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Pimco Etf Tr Active Bd Etf (BOND) 1.0 $11M +34% 114k 94.61
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Ishares Tr Core S&p Us Gwt (IUSG) 1.0 $11M -6% 81k 131.91
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Vanguard Index Fds Value Etf (VTV) 1.0 $11M -4% 61k 174.57
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $11M +2% 116k 91.81
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Vanguard Index Fds Growth Etf (VUG) 1.0 $11M -20% 28k 383.93
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $11M -2% 69k 154.02
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Select Sector Spdr Tr Financial (XLF) 0.9 $9.5M -14% 209k 45.32
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $9.4M -39% 152k 62.32
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $9.2M -19% 18k 527.67
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Amazon (AMZN) 0.8 $8.2M -6% 44k 186.33
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Select Sector Spdr Tr Communication (XLC) 0.7 $7.3M +15% 81k 90.40
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.7 $7.2M +2% 43k 169.23
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Pgim Etf Tr Floating Rt Inc (PFRL) 0.7 $7.2M +23% 143k 50.67
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Ishares Tr Broad Usd High (USHY) 0.6 $6.7M -22% 178k 37.65
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $6.5M +264% 115k 56.57
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $5.9M 59k 100.72
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $5.8M -6% 63k 93.58
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $5.8M -5% 100k 57.83
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $5.6M -23% 137k 41.28
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.5M -4% 19k 283.16
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $5.2M +8% 26k 200.37
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $5.2M 200k 26.14
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.5 $5.0M 60k 83.21
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Spdr Ser Tr S&p Homebuild (XHB) 0.5 $4.9M 40k 124.56
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $4.8M +7% 46k 104.18
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Ishares Tr U.s. Insrnce Etf (IAK) 0.4 $4.7M +2% 37k 129.05
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Exxon Mobil Corporation (XOM) 0.4 $4.7M -3% 40k 117.22
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Meta Platforms Cl A (META) 0.4 $4.7M -2% 8.2k 572.43
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Ishares Tr Core Div Grwth (DGRO) 0.4 $4.7M -25% 74k 62.69
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Ishares Tr U.s. Tech Etf (IYW) 0.4 $4.7M 31k 151.62
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Select Sector Spdr Tr Indl (XLI) 0.4 $4.5M +14% 33k 135.44
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Select Sector Spdr Tr Energy (XLE) 0.4 $4.4M 50k 87.80
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Procter & Gamble Company (PG) 0.4 $4.3M -18% 25k 173.20
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $4.2M +24% 51k 83.00
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $4.2M +15% 121k 34.79
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Broadcom (AVGO) 0.4 $4.2M +850% 24k 172.50
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Visa Com Cl A (V) 0.4 $4.1M +4% 15k 274.95
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UnitedHealth (UNH) 0.4 $4.1M -4% 7.0k 584.68
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $4.0M +11% 110k 36.44
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Ishares Tr Tips Bd Etf (TIP) 0.4 $3.8M -11% 35k 110.47
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JPMorgan Chase & Co. (JPM) 0.4 $3.8M -11% 18k 210.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $3.8M -6% 34k 112.98
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.3 $3.8M NEW 55k 68.67
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $3.6M +4% 105k 34.28
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Ishares Msci Emerg Mrkt (EEMV) 0.3 $3.6M +2% 57k 62.70
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $3.5M +1267% 20k 179.16
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Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.3 $3.3M 131k 25.09
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Raytheon Technologies Corp (RTX) 0.3 $3.2M -2% 26k 121.16
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Capital Group Core Balanced SHS (CGBL) 0.3 $3.2M +33% 102k 31.05
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Tesla Motors (TSLA) 0.3 $3.1M -11% 12k 261.63
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Costco Wholesale Corporation (COST) 0.3 $3.1M -3% 3.5k 886.58
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $3.0M +3% 51k 59.21
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.0M +65% 18k 165.85
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.0M 40k 75.11
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Ishares Tr Msci India Etf (INDA) 0.3 $2.9M +2% 50k 58.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.9M -11% 6.2k 460.26
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Ishares Msci Jpn Etf New (EWJ) 0.3 $2.8M -26% 39k 71.54
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Fs Kkr Capital Corp (FSK) 0.3 $2.8M -24% 140k 19.73
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Comcast Corp Cl A (CMCSA) 0.2 $2.6M -5% 63k 41.77
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Williams Companies (WMB) 0.2 $2.6M 57k 45.65
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Sempra Energy (SRE) 0.2 $2.6M 31k 83.63
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Wal-Mart Stores (WMT) 0.2 $2.5M -8% 30k 80.75
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International Business Machines (IBM) 0.2 $2.4M -6% 11k 221.08
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Enbridge (ENB) 0.2 $2.4M +8% 60k 40.61
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Ishares Tr Msci Jp Value (EWJV) 0.2 $2.4M +2% 73k 33.02
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Johnson & Johnson (JNJ) 0.2 $2.4M -14% 15k 162.06
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Home Depot (HD) 0.2 $2.4M -3% 5.9k 405.19
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Linde SHS (LIN) 0.2 $2.4M 5.0k 476.86
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Apollo Global Mgmt (APO) 0.2 $2.4M -12% 19k 124.91
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PNC Financial Services (PNC) 0.2 $2.3M 12k 184.85
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Union Pacific Corporation (UNP) 0.2 $2.3M +5% 9.1k 246.47
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Becton, Dickinson and (BDX) 0.2 $2.2M +2% 9.2k 241.10
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Travelers Companies (TRV) 0.2 $2.2M 9.3k 234.13
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.2 $2.1M 34k 62.34
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Chevron Corporation (CVX) 0.2 $2.1M -4% 15k 147.27
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $2.1M +4% 20k 104.67
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $2.1M -45% 58k 36.92
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Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.2 $2.1M -9% 14k 152.99
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Advanced Micro Devices (AMD) 0.2 $2.1M -33% 13k 164.08
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Ishares Tr S&p 100 Etf (OEF) 0.2 $2.1M -13% 7.4k 276.74
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.1M -17% 7.8k 263.31
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Oracle Corporation (ORCL) 0.2 $2.0M 12k 170.40
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.0M -32% 10k 198.06
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Coca-Cola Company (KO) 0.2 $2.0M -9% 28k 71.86
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.0M +15% 12k 173.67
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Metropcs Communications (TMUS) 0.2 $2.0M +4% 9.7k 206.36
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Merck & Co (MRK) 0.2 $2.0M -9% 17k 113.56
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $2.0M -17% 24k 83.75
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.9M -5% 18k 103.90
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Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $1.8M +29% 75k 24.05
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Vulcan Materials Company (VMC) 0.2 $1.8M +4% 7.2k 250.43
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First Tr Value Line Divid In SHS (FVD) 0.2 $1.8M -27% 39k 45.49
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.8M 35k 50.28
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Netflix (NFLX) 0.2 $1.7M 2.5k 709.27
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.7M +6% 6.5k 267.38
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Ishares Tr Investment Grade (IGEB) 0.2 $1.7M +31% 37k 46.47
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Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.7M -3% 37k 47.13
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Wells Fargo & Company (WFC) 0.2 $1.7M 30k 56.49
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Pacer Fds Tr Cash Cows Etf (HERD) 0.2 $1.7M +8% 42k 40.04
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $1.7M +2% 55k 30.15
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $1.6M NEW 29k 56.60
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Amgen (AMGN) 0.1 $1.6M 5.0k 322.21
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AllianceBernstein Global Hgh Incm (AWF) 0.1 $1.6M 139k 11.34
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.6M -22% 12k 128.20
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Target Corporation (TGT) 0.1 $1.6M 10k 155.86
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American Tower Reit (AMT) 0.1 $1.6M 6.7k 232.56
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.6M -5% 6.4k 245.45
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Sap Se Spon Adr (SAP) 0.1 $1.5M -4% 6.7k 229.10
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.5M -21% 2.6k 586.48
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.5M +138% 30k 50.88
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $1.5M -11% 48k 31.78
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.5M -2% 4.3k 353.48
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.5M -3% 19k 80.78
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AvalonBay Communities (AVB) 0.1 $1.5M 6.7k 225.25
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Eaton Corp SHS (ETN) 0.1 $1.4M -3% 4.3k 331.44
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McDonald's Corporation (MCD) 0.1 $1.4M -9% 4.6k 304.49
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Caterpillar (CAT) 0.1 $1.4M -24% 3.6k 391.14
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Eli Lilly & Co. (LLY) 0.1 $1.4M -36% 1.6k 885.78
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.4M +16% 8.2k 167.68
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Capital One Financial (COF) 0.1 $1.4M +8% 9.2k 149.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.4M -7% 2.4k 573.84
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.3M 27k 50.22
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Realty Income (O) 0.1 $1.3M 21k 63.42
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Goldman Sachs (GS) 0.1 $1.3M -4% 2.7k 495.11
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Waste Management (WM) 0.1 $1.3M 6.4k 207.60
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Thermo Fisher Scientific (TMO) 0.1 $1.3M +3% 2.1k 618.57
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.3M +12% 22k 59.51
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.3M -17% 28k 46.52
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.3M -4% 80k 16.05
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Northrop Grumman Corporation (NOC) 0.1 $1.3M 2.4k 528.12
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Public Storage (PSA) 0.1 $1.3M 3.4k 363.83
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.3M +7% 3.3k 375.42
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Stryker Corporation (SYK) 0.1 $1.2M 3.4k 361.24
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Lockheed Martin Corporation (LMT) 0.1 $1.2M -5% 2.1k 584.50
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Unilever Spon Adr New (UL) 0.1 $1.2M 19k 64.96
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Uber Technologies (UBER) 0.1 $1.2M +10% 16k 75.16
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $1.2M -11% 29k 42.08
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Walt Disney Company (DIS) 0.1 $1.2M -13% 13k 96.19
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W.W. Grainger (GWW) 0.1 $1.2M -2% 1.2k 1038.81
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $1.2M +28% 7.9k 149.65
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M -20% 2.1k 569.66
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Sherwin-Williams Company (SHW) 0.1 $1.1M 3.0k 381.72
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Diageo Spon Adr New (DEO) 0.1 $1.1M -4% 8.1k 140.34
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MetLife (MET) 0.1 $1.1M 14k 82.48
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.1M +10% 4.7k 243.49
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Adobe Systems Incorporated (ADBE) 0.1 $1.1M 2.1k 517.78
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.1M -2% 36k 30.28
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Palo Alto Networks (PANW) 0.1 $1.1M +3% 3.2k 341.80
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Haleon Spon Ads (HLN) 0.1 $1.1M +34% 103k 10.58
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.1M +77% 11k 98.10
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Astrazeneca Sponsored Adr (AZN) 0.1 $1.1M +9% 14k 77.91
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Freeport-mcmoran CL B (FCX) 0.1 $1.1M +11% 22k 49.92
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.1 $1.1M +26% 29k 36.52
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.1M +21% 10k 102.58
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $1.0M 16k 66.29
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.0M -42% 7.7k 135.07
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.0M +7% 1.2k 833.25
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Gilead Sciences (GILD) 0.1 $1.0M 12k 83.84
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.0M +14% 11k 96.95
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Intuitive Surgical Com New (ISRG) 0.1 $1.0M -2% 2.1k 491.27
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.0M -16% 4.2k 243.06
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salesforce (CRM) 0.1 $999k +4% 3.6k 273.72
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Air Products & Chemicals (APD) 0.1 $992k 3.3k 297.74
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ConocoPhillips (COP) 0.1 $957k -12% 9.1k 105.28
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EOG Resources (EOG) 0.1 $953k 7.7k 122.93
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DTE Energy Company (DTE) 0.1 $950k 7.4k 128.41
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Edison International (EIX) 0.1 $946k 11k 87.09
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $935k -13% 27k 34.29
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Marathon Petroleum Corp (MPC) 0.1 $922k +13% 5.7k 162.91
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $920k +104% 53k 17.35
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S&p Global (SPGI) 0.1 $905k +3% 1.8k 516.62
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Abbvie (ABBV) 0.1 $876k -27% 4.4k 197.49
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Ishares Tr Dow Jones Us Etf (IYY) 0.1 $870k 6.2k 139.59
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $866k -2% 7.2k 120.33
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $866k -17% 3.8k 230.61
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $865k +18% 29k 29.41
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Texas Instruments Incorporated (TXN) 0.1 $852k -19% 4.1k 206.57
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PPG Industries (PPG) 0.1 $829k -21% 6.3k 132.46
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Cisco Systems (CSCO) 0.1 $827k -6% 16k 53.22
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CVS Caremark Corporation (CVS) 0.1 $819k -6% 13k 62.88
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General Motors Company (GM) 0.1 $809k -6% 18k 44.84
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $771k 17k 45.19
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Starbucks Corporation (SBUX) 0.1 $769k +37% 7.9k 97.49
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Alcon Ord Shs (ALC) 0.1 $764k -10% 7.6k 100.07
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Paypal Holdings (PYPL) 0.1 $763k +11% 9.8k 78.03
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Vanguard World Health Car Etf (VHT) 0.1 $761k -16% 2.7k 282.20
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Marsh & McLennan Companies (MMC) 0.1 $754k +3% 3.4k 223.09
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Ge Aerospace Com New (GE) 0.1 $739k -6% 3.9k 188.59
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Zoetis Cl A (ZTS) 0.1 $738k +3% 3.8k 195.38
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Verizon Communications (VZ) 0.1 $737k -36% 16k 44.91
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John Hancock Tax-Advantage Dvd Incom (HTD) 0.1 $736k -35% 32k 23.22
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $725k 16k 46.34
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Shell Spon Ads (SHEL) 0.1 $714k 11k 65.95
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Amplify Etf Tr High Income (YYY) 0.1 $713k -5% 58k 12.33
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Ford Motor Company (F) 0.1 $708k -10% 67k 10.56
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Equinix (EQIX) 0.1 $707k +7% 797.00 887.63
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Rio Tinto Sponsored Adr (RIO) 0.1 $700k 9.8k 71.17
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $694k +28% 15k 46.51
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GSK Sponsored Adr (GSK) 0.1 $694k -4% 17k 40.88
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Totalenergies Se Sponsored Ads (TTE) 0.1 $685k 11k 64.62
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American Intl Group Com New (AIG) 0.1 $683k 9.3k 73.23
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Bhp Group Sponsored Ads (BHP) 0.1 $673k 11k 62.11
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $668k -10% 15k 45.24
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $658k +63% 11k 59.02
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Workday Cl A (WDAY) 0.1 $654k +7% 2.7k 244.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $649k -34% 6.7k 97.43
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BP Sponsored Adr (BP) 0.1 $640k 20k 31.39
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FedEx Corporation (FDX) 0.1 $638k 2.3k 273.73
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $638k -8% 14k 44.67
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Microchip Technology (MCHP) 0.1 $627k 7.8k 80.29
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $619k -3% 15k 41.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $617k -12% 6.4k 95.76
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $617k -18% 27k 22.72
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Bristol Myers Squibb (BMY) 0.1 $616k -12% 12k 51.74
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $613k 13k 47.85
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Monster Beverage Corp (MNST) 0.1 $612k +4% 12k 52.17
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Kenvue (KVUE) 0.1 $600k -24% 26k 23.13
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $589k -12% 3.0k 197.20
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Chipotle Mexican Grill (CMG) 0.1 $588k 10k 57.62
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Colgate-Palmolive Company (CL) 0.1 $585k -2% 5.6k 103.82
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Paccar (PCAR) 0.1 $582k -3% 5.9k 98.68
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Intuit (INTU) 0.1 $574k +7% 925.00 621.00
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $572k -9% 2.8k 200.76
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $570k -3% 12k 46.65
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $570k +6% 7.9k 72.37
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $566k +75% 14k 40.48
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Palantir Technologies Cl A (PLTR) 0.1 $565k -5% 15k 37.20
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EQT Corporation (EQT) 0.1 $565k +66% 15k 36.64
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Bank of New York Mellon Corporation (BK) 0.1 $562k 7.8k 71.86
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American Express Company (AXP) 0.1 $550k -19% 2.0k 271.27
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Charles Schwab Corporation (SCHW) 0.1 $548k +3% 8.4k 64.81
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $546k -14% 5.5k 98.80
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.1 $543k +80% 15k 35.42
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Qualcomm (QCOM) 0.0 $542k -15% 3.2k 170.07
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Analog Devices (ADI) 0.0 $540k 2.3k 230.17
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Ishares Core Msci Emkt (IEMG) 0.0 $531k -51% 9.3k 57.41
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $531k -16% 23k 23.12
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $529k -19% 8.9k 59.22
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Vanguard World Consum Stp Etf (VDC) 0.0 $526k -14% 2.4k 218.47
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Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $525k 8.6k 60.82
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Mondelez Intl Cl A (MDLZ) 0.0 $521k -47% 7.1k 73.67
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AFLAC Incorporated (AFL) 0.0 $521k -10% 4.7k 111.81
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.0 $519k -11% 12k 44.12
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $518k -11% 1.1k 465.08
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Vanguard World Industrial Etf (VIS) 0.0 $511k -6% 2.0k 260.04
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.0 $504k +89% 15k 33.20
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $497k -14% 9.7k 51.12
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Ishares Tr Global Energ Etf (IXC) 0.0 $493k 12k 40.48
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Mccormick & Co Com Non Vtg (MKC) 0.0 $493k 6.0k 82.30
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $492k 15k 33.71
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Fastenal Company (FAST) 0.0 $483k 6.8k 71.42
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Ishares Tr Micro-cap Etf (IWC) 0.0 $483k 3.9k 123.34
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Capital Group Conservative E SHS (CGCV) 0.0 $482k NEW 18k 27.25
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Nextera Energy (NEE) 0.0 $480k -39% 5.7k 84.53
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Capital Group Dividend Growe Shs Etf (CGDG) 0.0 $475k +45% 16k 30.72
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Cion Invt Corp (CION) 0.0 $474k -28% 40k 11.90
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $459k -17% 13k 34.49
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Hershey Company (HSY) 0.0 $456k -5% 2.4k 191.78
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Alphabet Cap Stk Cl C (GOOG) 0.0 $453k -41% 2.7k 167.18
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Kroger (KR) 0.0 $453k -9% 7.9k 57.30
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $450k -12% 25k 18.10
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Carrier Global Corporation (CARR) 0.0 $446k -5% 5.5k 80.49
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $444k NEW 11k 41.32
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $441k 20k 22.27
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $438k -2% 1.6k 280.47
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $437k +2% 4.8k 90.18
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United Parcel Service CL B (UPS) 0.0 $434k -36% 3.2k 136.34
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General Mills (GIS) 0.0 $427k 5.8k 73.85
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Ishares Msci Gbl Gold Mn (RING) 0.0 $423k 13k 33.01
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L3harris Technologies (LHX) 0.0 $423k 1.8k 237.93
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Phillips 66 (PSX) 0.0 $422k -12% 3.2k 131.46
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $418k 5.7k 72.80
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Pepsi (PEP) 0.0 $414k -59% 2.4k 170.07
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Fifth Third Ban (FITB) 0.0 $413k -9% 9.6k 42.84
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 0.0 $408k NEW 12k 34.77
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $407k NEW 11k 35.94
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Ishares Msci Glb Slv&mtl (SLVP) 0.0 $406k 31k 13.26
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $403k NEW 11k 36.03
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $402k +70% 9.2k 43.78
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $397k NEW 10k 38.95
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Pfizer (PFE) 0.0 $392k -17% 14k 28.94
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $391k -28% 1.8k 220.83
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $388k -12% 11k 36.38
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Autodesk (ADSK) 0.0 $388k 1.4k 275.48
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Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.0 $386k NEW 15k 25.64
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $384k -11% 3.2k 119.70
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Valero Energy Corporation (VLO) 0.0 $381k +2% 2.8k 135.03
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eBay (EBAY) 0.0 $374k 5.7k 65.11
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Deere & Company (DE) 0.0 $373k -5% 893.00 417.26
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $370k -60% 3.8k 96.38
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $370k -35% 3.2k 117.29
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $366k -49% 4.0k 90.80
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $362k NEW 7.4k 48.56
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Sandy Spring Ban (SASR) 0.0 $358k 11k 31.37
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $357k +26% 3.8k 93.11
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $355k -4% 3.6k 97.79
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.0 $352k NEW 9.7k 36.24
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.0 $352k NEW 9.6k 36.72
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $352k 3.7k 95.90
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 0.0 $351k NEW 9.5k 36.74
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $350k NEW 9.2k 37.85
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.0 $349k NEW 10k 34.58
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 0.0 $348k NEW 10k 34.48
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.0 $346k NEW 10k 34.69
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Te Connectivity Ord Shs 0.0 $344k NEW 2.3k 150.99
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.0 $343k 5.0k 68.22
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.0 $343k NEW 8.1k 42.26
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $340k -25% 8.3k 41.12
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United Sts Oil Units (USO) 0.0 $339k -6% 4.8k 69.92
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Skyworks Solutions (SWKS) 0.0 $338k 3.4k 98.77
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Nike CL B (NKE) 0.0 $336k -2% 3.8k 88.40
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $328k NEW 6.8k 48.11
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $327k NEW 6.5k 50.52
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $326k NEW 7.7k 42.26
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $326k NEW 7.1k 45.75
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.0 $326k NEW 8.1k 40.43
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Constellation Energy (CEG) 0.0 $325k -12% 1.3k 260.02
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $325k -3% 9.3k 34.96
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Philip Morris International (PM) 0.0 $325k -8% 2.7k 121.41
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Novartis Sponsored Adr (NVS) 0.0 $324k 2.8k 115.02
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $324k NEW 7.2k 44.72
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.0 $324k NEW 8.1k 39.97
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Ameriprise Financial (AMP) 0.0 $324k -4% 689.00 469.81
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.0 $324k NEW 7.6k 42.56
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $324k NEW 7.8k 41.41
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $323k NEW 7.7k 41.74
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $323k +30% 11k 30.80
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $323k NEW 8.7k 37.34
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.0 $323k NEW 7.2k 44.94
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.0 $323k NEW 8.8k 36.48
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $323k NEW 8.2k 39.13
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $322k NEW 6.8k 47.18
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First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $322k NEW 8.4k 38.17
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First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $321k NEW 8.1k 39.49
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $321k NEW 8.0k 40.05
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.0 $319k NEW 7.6k 42.17
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.0 $317k NEW 8.1k 39.03
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Ishares Tr Mbs Etf (MBB) 0.0 $312k +10% 3.3k 95.81
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Bank of America Corporation (BAC) 0.0 $312k -40% 7.9k 39.68
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Hubbell (HUBB) 0.0 $310k 724.00 428.35
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $305k NEW 2.9k 106.12
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $304k -7% 6.7k 45.71
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Spdr Index Shs Fds S&p North Amer (NANR) 0.0 $304k NEW 5.4k 56.63
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4068594 Enphase Energy (ENPH) 0.0 $302k -2% 2.7k 113.02
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Ishares Silver Tr Ishares (SLV) 0.0 $302k +15% 11k 28.41
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Abbott Laboratories (ABT) 0.0 $299k -18% 2.6k 114.00
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $297k NEW 13k 23.17
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.0 $297k -28% 5.5k 54.11
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $290k 13k 23.12
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $289k -7% 5.6k 51.82
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Otis Worldwide Corp (OTIS) 0.0 $284k -4% 2.7k 103.94
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $284k -9% 6.2k 45.86
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Mastercard Incorporated Cl A (MA) 0.0 $283k -7% 572.00 493.80
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Ishares Gold Tr Ishares New (IAU) 0.0 $279k -7% 5.6k 49.70
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $275k -7% 3.4k 80.30
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Intercontinental Exchange (ICE) 0.0 $274k +6% 1.7k 160.64
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $273k NEW 4.3k 63.86
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Rockwell Automation (ROK) 0.0 $269k 1.0k 268.46
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Hubspot (HUBS) 0.0 $262k 493.00 531.60
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Entergy Corporation (ETR) 0.0 $259k 2.0k 131.61
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Ishares Tr Esg Aware Msci (ESML) 0.0 $258k 6.2k 41.82
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $254k +2% 10k 25.00
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $254k -51% 1.1k 237.21
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Johnson Ctls Intl SHS (JCI) 0.0 $253k -7% 3.3k 77.61
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $252k -18% 12k 21.12
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $250k -4% 4.7k 53.59
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Ge Vernova (GEV) 0.0 $248k NEW 973.00 254.98
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Proshares Tr Ultr Russl2000 (URTY) 0.0 $247k NEW 4.7k 52.13
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TJX Companies (TJX) 0.0 $241k -25% 2.0k 117.54
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Danaher Corporation (DHR) 0.0 $237k 854.00 278.02
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.0 $235k NEW 1.8k 131.44
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Ishares Tr Core High Dv Etf (HDV) 0.0 $234k -13% 2.0k 117.62
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $233k -39% 1.1k 211.83
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Kellogg Company (K) 0.0 $230k NEW 2.9k 80.71
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Ishares Tr Expanded Tech (IGV) 0.0 $227k -8% 2.5k 89.37
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WesBan (WSBC) 0.0 $227k 7.6k 29.78
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Sofi Technologies (SOFI) 0.0 $225k +5% 29k 7.86
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $221k -60% 2.1k 106.76
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $220k 6.5k 34.13
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $216k 11k 20.65
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3M Company (MMM) 0.0 $214k -50% 1.6k 136.70
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Novo-nordisk A S Adr (NVO) 0.0 $212k -52% 1.8k 119.07
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $208k -15% 2.9k 71.76
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Servicenow (NOW) 0.0 $207k NEW 231.00 894.39
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Ishares Tr North Amern Nat (IGE) 0.0 $206k 4.7k 44.07
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $188k -3% 18k 10.45
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Barings Bdc (BBDC) 0.0 $184k -11% 19k 9.80
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Globalstar (GSAT) 0.0 $84k 68k 1.24
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Advanced Emissions (ARQ) 0.0 $65k NEW 11k 5.87
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Buzzfeed Cl A New (BZFD) 0.0 $60k NEW 23k 2.67
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Cronos Group (CRON) 0.0 $43k -2% 20k 2.19
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Farmer Brothers (FARM) 0.0 $42k NEW 21k 1.98
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Tmc The Metals Company (TMC) 0.0 $38k +7% 36k 1.06
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Dare Bioscience Com New (DARE) 0.0 $38k NEW 12k 3.24
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Red Cat Hldgs (RCAT) 0.0 $36k -6% 14k 2.54
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Entravision Communications C Cl A (EVC) 0.0 $35k +3% 17k 2.07
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $35k NEW 11k 3.12
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Ecd Automotive Design (ECDA) 0.0 $33k +86% 28k 1.19
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Singing Mach (RIME) 0.0 $21k NEW 45k 0.47
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Century Therapeutics (IPSC) 0.0 $17k 10k 1.71
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Solo Brands Com Cl A (DTC) 0.0 $14k 10k 1.41
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Mesa Air Group Com New (MESA) 0.0 $12k -16% 10k 1.21
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Northern Dynasty Minerals Lt Com New (NAK) 0.0 $11k 35k 0.33
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Past Filings by Founders Financial Securities

SEC 13F filings are viewable for Founders Financial Securities going back to 2013

View all past filings