Founders Financial Securities
Latest statistics and disclosures from Founders Financial Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SCHD, QQQ, SSUS, and represent 16.87% of Founders Financial Securities's stock portfolio.
- Added to shares of these 10 stocks: SSUS (+$23M), IJH (+$10M), JCPB (+$9.5M), USMV (+$6.6M), LGLV (+$6.5M), XLV, AGG, MTUM, VUG, TFLO.
- Started 61 new stock positions in DFGX, IDMO, KVUE, EEMV, CVS, GFEB, AMP, MPC, LTBR, HLN.
- Reduced shares in these 10 stocks: SPYG (-$13M), FIXD (-$9.8M), SPYV (-$9.6M), VEA (-$7.4M), DUHP (-$6.8M), IJR (-$6.1M), SPAB (-$5.9M), SPSM (-$5.6M), SCHD (-$5.2M), USFR.
- Sold out of its positions in T, WBIY, AMAT, Aurora Cannabis, BBY, CME, CHK, STZ, COM, FDL.
- Founders Financial Securities was a net buyer of stock by $1.5M.
- Founders Financial Securities has $953M in assets under management (AUM), dropping by 5.77%.
- Central Index Key (CIK): 0001342396
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Portfolio Holdings for Founders Financial Securities
Founders Financial Securities holds 385 positions in its portfolio as reported in the March 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) | 4.7 | $44M | -22% | 607k | 73.15 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.7 | $35M | -21% | 698k | 50.10 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.5 | $34M | -13% | 418k | 80.63 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $25M | +11% | 56k | 444.01 |
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Strategy Day Hagan Ned (SSUS) | 2.4 | $23M | NEW | 600k | 38.45 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $22M | -24% | 444k | 50.17 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $21M | -22% | 187k | 110.52 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $19M | -9% | 75k | 249.86 |
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NVIDIA Corporation (NVDA) | 1.8 | $17M | -8% | 19k | 903.54 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $16M | +34% | 167k | 97.94 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $15M | +21% | 93k | 164.35 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $15M | -13% | 337k | 45.31 |
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Ishares Tr TRS FLT RT BD (TFLO) | 1.5 | $15M | +29% | 287k | 50.69 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $14M | -10% | 183k | 74.22 |
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Apple (AAPL) | 1.4 | $13M | -11% | 76k | 171.48 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.4 | $13M | -15% | 274k | 47.44 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $13M | -7% | 24k | 525.73 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $13M | -34% | 398k | 31.61 |
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Select Sector Spdr Tr Technology (XLK) | 1.3 | $13M | +14% | 60k | 208.27 |
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Microsoft Corporation (MSFT) | 1.3 | $12M | -13% | 29k | 420.71 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $12M | +589% | 201k | 60.74 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.1 | $10M | -26% | 420k | 24.72 |
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Ishares Tr National Mun Etf (MUB) | 1.1 | $10M | -2% | 94k | 107.60 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.1 | $10M | 110k | 91.80 |
|
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $10M | +41% | 21k | 480.71 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 1.0 | $9.9M | +3% | 84k | 117.21 |
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Vanguard Index Fds Growth Etf (VUG) | 1.0 | $9.6M | +65% | 28k | 344.20 |
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.0 | $9.5M | NEW | 204k | 46.65 |
|
Select Sector Spdr Tr Financial (XLF) | 1.0 | $9.1M | +35% | 216k | 42.12 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $8.8M | +298% | 105k | 83.58 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.9 | $8.8M | +100% | 59k | 147.73 |
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Ishares Tr Broad Usd High (USHY) | 0.9 | $8.3M | -6% | 227k | 36.59 |
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Ishares Tr Core Msci Intl (IDEV) | 0.9 | $8.3M | +10% | 123k | 67.13 |
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Vanguard Index Fds Value Etf (VTV) | 0.8 | $7.8M | +46% | 48k | 162.86 |
|
Amazon (AMZN) | 0.8 | $7.7M | -14% | 43k | 180.38 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $7.7M | -19% | 83k | 91.86 |
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Ishares Core Msci Emkt (IEMG) | 0.7 | $7.0M | +43% | 135k | 51.60 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $6.9M | 66k | 104.73 |
|
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.7 | $6.5M | NEW | 42k | 155.74 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $5.9M | -3% | 66k | 89.67 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $5.9M | +15% | 59k | 100.71 |
|
Select Sector Spdr Tr Communication (XLC) | 0.6 | $5.8M | +36% | 71k | 81.66 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $5.6M | -23% | 154k | 36.19 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.2M | +2% | 20k | 259.89 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.5 | $5.1M | -53% | 203k | 25.28 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $5.0M | -20% | 86k | 58.11 |
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Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $4.5M | +3% | 60k | 76.19 |
|
Spdr Ser Tr S&p Homebuild (XHB) | 0.5 | $4.5M | 41k | 111.59 |
|
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Ishares Tr Tips Bd Etf (TIP) | 0.5 | $4.5M | 42k | 107.41 |
|
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Ishares Tr Core Div Grwth (DGRO) | 0.5 | $4.3M | +49% | 75k | 58.06 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $4.2M | -3% | 23k | 183.89 |
|
Ishares Tr U.s. Insrnce Etf (IAK) | 0.4 | $4.1M | 35k | 117.39 |
|
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Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $4.1M | -3% | 30k | 135.06 |
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Select Sector Spdr Tr Energy (XLE) | 0.4 | $4.0M | +32% | 43k | 94.41 |
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Procter & Gamble Company (PG) | 0.4 | $3.9M | 24k | 162.25 |
|
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.9M | 36k | 108.92 |
|
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $3.8M | NEW | 21k | 187.35 |
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Dbx Etf Tr Xtrack Usd High (HYLB) | 0.4 | $3.7M | 105k | 35.71 |
|
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Visa Com Cl A (V) | 0.4 | $3.7M | +3% | 13k | 279.09 |
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Ishares Msci Jpn Etf New (EWJ) | 0.4 | $3.7M | +44% | 52k | 71.35 |
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Select Sector Spdr Tr Indl (XLI) | 0.4 | $3.6M | +14% | 29k | 125.96 |
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Meta Platforms Cl A (META) | 0.4 | $3.6M | -12% | 7.4k | 485.60 |
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UnitedHealth (UNH) | 0.4 | $3.4M | -12% | 6.9k | 494.70 |
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Pgim Etf Tr Floating Rt Inc (PFRL) | 0.4 | $3.4M | +26% | 67k | 51.01 |
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Fs Kkr Capital Corp (FSK) | 0.4 | $3.4M | 176k | 19.07 |
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Broadcom (AVGO) | 0.3 | $3.3M | +46% | 2.5k | 1325.32 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $3.2M | -18% | 16k | 200.30 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $3.1M | NEW | 56k | 56.59 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $3.0M | +15% | 33k | 92.72 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $3.0M | 60k | 50.08 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.9M | -4% | 38k | 76.36 |
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Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | 25k | 116.24 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.6M | NEW | 16k | 169.37 |
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First Tr Value Line Divid In SHS (FVD) | 0.3 | $2.6M | -14% | 62k | 42.23 |
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Costco Wholesale Corporation (COST) | 0.3 | $2.6M | -27% | 3.6k | 732.73 |
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Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.3 | $2.6M | NEW | 104k | 25.09 |
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Raytheon Technologies Corp (RTX) | 0.3 | $2.6M | +4% | 27k | 97.53 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | +20% | 59k | 43.35 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $2.6M | +24% | 79k | 32.50 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $2.5M | +31% | 79k | 31.99 |
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Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $2.5M | +34% | 81k | 31.16 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.5M | 6.0k | 420.52 |
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Apollo Global Mgmt (APO) | 0.3 | $2.5M | -10% | 22k | 112.45 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.5M | +27% | 34k | 72.63 |
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Ishares Tr Msci India Etf (INDA) | 0.3 | $2.4M | -4% | 47k | 51.59 |
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Chevron Corporation (CVX) | 0.2 | $2.4M | +34% | 15k | 157.74 |
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Ishares Tr Msci Jp Value (EWJV) | 0.2 | $2.3M | 69k | 33.23 |
|
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Home Depot (HD) | 0.2 | $2.2M | -21% | 5.7k | 383.63 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.2M | +200% | 27k | 80.51 |
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Linde SHS (LIN) | 0.2 | $2.2M | 4.7k | 464.32 |
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Williams Companies (WMB) | 0.2 | $2.1M | +5% | 54k | 38.97 |
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Johnson & Johnson (JNJ) | 0.2 | $2.1M | -43% | 13k | 158.19 |
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Merck & Co (MRK) | 0.2 | $2.1M | +2% | 16k | 131.95 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $2.1M | +8% | 37k | 56.17 |
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Union Pacific Corporation (UNP) | 0.2 | $2.0M | +6% | 8.3k | 245.92 |
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International Business Machines (IBM) | 0.2 | $2.0M | -7% | 11k | 190.96 |
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Sempra Energy (SRE) | 0.2 | $2.0M | +13% | 28k | 71.83 |
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Travelers Companies (TRV) | 0.2 | $2.0M | +4% | 8.8k | 230.14 |
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PNC Financial Services (PNC) | 0.2 | $2.0M | 12k | 161.60 |
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Becton, Dickinson and (BDX) | 0.2 | $1.9M | +23% | 7.9k | 247.45 |
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Wal-Mart Stores (WMT) | 0.2 | $1.9M | +184% | 32k | 60.17 |
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Capital Group Core Balanced SHS (CGBL) | 0.2 | $1.9M | +84% | 66k | 29.11 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.9M | +18% | 8.0k | 239.77 |
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Tesla Motors (TSLA) | 0.2 | $1.9M | +2% | 11k | 175.79 |
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Enbridge (ENB) | 0.2 | $1.9M | +7% | 51k | 36.18 |
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Ishares Tr S&p 100 Etf (OEF) | 0.2 | $1.8M | +2% | 7.2k | 247.42 |
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Vulcan Materials Company (VMC) | 0.2 | $1.8M | 6.5k | 272.92 |
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Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $1.8M | 18k | 95.65 |
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Wells Fargo & Company (WFC) | 0.2 | $1.8M | 30k | 57.96 |
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Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.7M | 37k | 47.46 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.7M | -4% | 9.4k | 182.61 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.7M | +120% | 6.6k | 260.70 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $1.7M | -72% | 34k | 50.29 |
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Target Corporation (TGT) | 0.2 | $1.7M | +118% | 9.5k | 177.21 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.7M | +2% | 14k | 120.99 |
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Walt Disney Company (DIS) | 0.2 | $1.6M | +10% | 14k | 122.36 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $1.6M | +27% | 15k | 106.49 |
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AllianceBernstein Global Hgh Incm (AWF) | 0.2 | $1.6M | +4% | 153k | 10.62 |
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Coca-Cola Company (KO) | 0.2 | $1.6M | -38% | 26k | 61.18 |
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John Hancock Tax-Advantage Dvd Incom (HTD) | 0.2 | $1.6M | -15% | 80k | 19.66 |
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Intel Corporation (INTC) | 0.2 | $1.6M | +9% | 35k | 44.17 |
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Netflix (NFLX) | 0.2 | $1.5M | +2% | 2.5k | 607.33 |
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Oracle Corporation (ORCL) | 0.2 | $1.5M | +11% | 12k | 125.61 |
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Amgen (AMGN) | 0.2 | $1.5M | -2% | 5.1k | 284.32 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.4M | -17% | 2.6k | 556.40 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.4M | +15% | 29k | 49.19 |
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Metropcs Communications (TMUS) | 0.1 | $1.4M | +30% | 8.6k | 163.22 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | +10% | 20k | 70.00 |
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Eaton Corp SHS (ETN) | 0.1 | $1.4M | -3% | 4.5k | 312.68 |
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Caterpillar (CAT) | 0.1 | $1.3M | +2% | 3.7k | 366.46 |
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Sap Se Spon Adr (SAP) | 0.1 | $1.3M | -6% | 6.8k | 195.03 |
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $1.3M | +34% | 25k | 52.87 |
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Waste Management (WM) | 0.1 | $1.3M | +5% | 6.0k | 213.15 |
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McDonald's Corporation (MCD) | 0.1 | $1.3M | +32% | 4.6k | 281.93 |
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American Tower Reit (AMT) | 0.1 | $1.3M | +9% | 6.4k | 197.58 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.3M | +61% | 5.4k | 235.77 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.3M | -18% | 2.4k | 522.99 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.2M | 79k | 15.73 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $1.2M | +26% | 43k | 28.80 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | +2% | 2.3k | 524.40 |
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W.W. Grainger (GWW) | 0.1 | $1.2M | +11% | 1.2k | 1017.30 |
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Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | +3% | 2.0k | 581.21 |
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ConocoPhillips (COP) | 0.1 | $1.2M | NEW | 9.3k | 127.28 |
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Stryker Corporation (SYK) | 0.1 | $1.2M | 3.3k | 357.88 |
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.2M | -5% | 28k | 41.74 |
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Pioneer Natural Resources | 0.1 | $1.2M | -47% | 4.4k | 262.50 |
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AvalonBay Communities (AVB) | 0.1 | $1.2M | +8% | 6.2k | 185.56 |
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Eli Lilly & Co. (LLY) | 0.1 | $1.2M | -33% | 1.5k | 778.22 |
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Realty Income (O) | 0.1 | $1.1M | +2% | 21k | 54.10 |
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Diageo Spon Adr New (DEO) | 0.1 | $1.1M | +15% | 7.5k | 148.74 |
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Goldman Sachs (GS) | 0.1 | $1.1M | 2.7k | 417.68 |
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PPG Industries (PPG) | 0.1 | $1.1M | 7.6k | 144.90 |
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Uber Technologies (UBER) | 0.1 | $1.1M | +2% | 14k | 76.99 |
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Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | +6% | 2.3k | 478.68 |
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Pacer Fds Tr Cash Cows Etf (HERD) | 0.1 | $1.1M | +38% | 28k | 39.29 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | +2% | 1.1k | 970.47 |
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Capital One Financial (COF) | 0.1 | $1.1M | +9% | 7.3k | 148.89 |
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United Parcel Service CL B (UPS) | 0.1 | $1.1M | +3% | 7.3k | 148.63 |
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CVS Caremark Corporation (CVS) | 0.1 | $1.1M | NEW | 14k | 79.76 |
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Sherwin-Williams Company (SHW) | 0.1 | $1.0M | +2% | 3.0k | 347.39 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | +8% | 2.0k | 504.60 |
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $1.0M | -6% | 8.8k | 115.10 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | +16% | 32k | 31.95 |
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Public Storage (PSA) | 0.1 | $1.0M | +7% | 3.5k | 290.08 |
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Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $1.0M | +36% | 43k | 23.46 |
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EOG Resources (EOG) | 0.1 | $996k | NEW | 7.8k | 127.84 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $987k | -2% | 6.5k | 150.93 |
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salesforce (CRM) | 0.1 | $981k | 3.3k | 301.18 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $974k | -6% | 16k | 60.78 |
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MetLife (MET) | 0.1 | $969k | 13k | 74.11 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $954k | -67% | 7.7k | 123.19 |
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Lockheed Martin Corporation (LMT) | 0.1 | $952k | -23% | 2.1k | 454.82 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $936k | +8% | 2.8k | 337.05 |
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Unilever Spon Adr New (UL) | 0.1 | $934k | -30% | 19k | 50.19 |
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Palo Alto Networks (PANW) | 0.1 | $924k | -6% | 3.3k | 284.13 |
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Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $906k | -14% | 16k | 58.59 |
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Ford Motor Company (F) | 0.1 | $899k | +297% | 68k | 13.28 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $898k | +36% | 5.8k | 155.90 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $893k | +21% | 14k | 65.65 |
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General Motors Company (GM) | 0.1 | $890k | +21% | 20k | 45.35 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $888k | NEW | 6.5k | 136.05 |
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Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $880k | +4% | 6.9k | 128.09 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $880k | +8% | 19k | 47.02 |
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Gilead Sciences (GILD) | 0.1 | $867k | +7% | 12k | 73.25 |
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Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $854k | +15% | 17k | 49.16 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $853k | -28% | 2.5k | 346.61 |
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Abbvie (ABBV) | 0.1 | $831k | -6% | 4.6k | 182.09 |
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $818k | -15% | 19k | 42.81 |
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Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $816k | NEW | 12k | 70.68 |
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Marathon Petroleum Corp (MPC) | 0.1 | $816k | NEW | 4.0k | 201.50 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $812k | +8% | 12k | 67.75 |
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Ishares Tr Investment Grade (IGEB) | 0.1 | $804k | +74% | 18k | 44.85 |
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DTE Energy Company (DTE) | 0.1 | $803k | NEW | 7.2k | 112.14 |
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Amplify Etf Tr High Income (YYY) | 0.1 | $792k | +30% | 66k | 12.06 |
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BP Sponsored Adr (BP) | 0.1 | $792k | NEW | 21k | 37.68 |
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Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $779k | +12% | 16k | 49.40 |
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Nike CL B (NKE) | 0.1 | $776k | -19% | 8.3k | 93.98 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $773k | +237% | 26k | 29.77 |
|
Intuitive Surgical Com New (ISRG) | 0.1 | $772k | -22% | 1.9k | 399.09 |
|
Cisco Systems (CSCO) | 0.1 | $754k | -69% | 15k | 49.91 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $750k | +207% | 3.3k | 225.93 |
|
Paccar (PCAR) | 0.1 | $748k | NEW | 6.0k | 123.89 |
|
Verizon Communications (VZ) | 0.1 | $747k | 18k | 41.96 |
|
|
Totalenergies Se Sponsored Ads (TTE) | 0.1 | $743k | NEW | 11k | 68.83 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $739k | 10k | 72.34 |
|
|
GSK Sponsored Adr (GSK) | 0.1 | $738k | NEW | 17k | 42.87 |
|
Shell Spon Ads (SHEL) | 0.1 | $733k | NEW | 11k | 67.04 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $733k | 3.6k | 205.72 |
|
|
Edison International (EIX) | 0.1 | $730k | -28% | 10k | 70.73 |
|
FedEx Corporation (FDX) | 0.1 | $718k | NEW | 2.5k | 289.78 |
|
General Electric Com New (GE) | 0.1 | $711k | 4.1k | 175.54 |
|
|
American Intl Group Com New (AIG) | 0.1 | $693k | +4% | 8.9k | 78.17 |
|
S&p Global (SPGI) | 0.1 | $689k | -33% | 1.6k | 425.45 |
|
Microchip Technology (MCHP) | 0.1 | $688k | NEW | 7.7k | 89.71 |
|
Kenvue (KVUE) | 0.1 | $688k | NEW | 32k | 21.46 |
|
Texas Instruments Incorporated (TXN) | 0.1 | $687k | -48% | 3.9k | 174.21 |
|
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) | 0.1 | $687k | NEW | 20k | 34.44 |
|
HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $684k | NEW | 17k | 39.36 |
|
Alcon Ord Shs (ALC) | 0.1 | $680k | +4% | 8.2k | 83.29 |
|
Bristol Myers Squibb (BMY) | 0.1 | $673k | NEW | 12k | 54.23 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $669k | +13% | 7.1k | 94.62 |
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $665k | NEW | 22k | 30.22 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $651k | -17% | 13k | 50.60 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $651k | +37% | 11k | 57.86 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $649k | +14% | 22k | 29.02 |
|
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $647k | +15% | 7.2k | 89.90 |
|
Workday Cl A (WDAY) | 0.1 | $646k | +30% | 2.4k | 272.75 |
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $643k | +26% | 5.8k | 110.05 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $639k | +6% | 3.1k | 205.98 |
|
Monster Beverage Corp (MNST) | 0.1 | $634k | +5% | 11k | 59.28 |
|
Rio Tinto Sponsored Adr (RIO) | 0.1 | $633k | NEW | 9.9k | 63.74 |
|
Bhp Group Sponsored Ads (BHP) | 0.1 | $630k | NEW | 11k | 57.69 |
|
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $617k | -31% | 27k | 22.73 |
|
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $613k | +66% | 27k | 22.46 |
|
Air Products & Chemicals (APD) | 0.1 | $607k | +140% | 2.5k | 242.27 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $598k | 5.2k | 115.30 |
|
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $597k | +3% | 15k | 40.05 |
|
Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $590k | 26k | 22.97 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $589k | 6.8k | 86.48 |
|
|
Chipotle Mexican Grill (CMG) | 0.1 | $587k | -35% | 202.00 | 2906.77 |
|
Starbucks Corporation (SBUX) | 0.1 | $571k | +2% | 6.3k | 91.39 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $569k | 25k | 22.95 |
|
|
Vanguard World Consum Stp Etf (VDC) | 0.1 | $562k | +8% | 2.8k | 204.14 |
|
Zoetis Cl A (ZTS) | 0.1 | $560k | -29% | 3.3k | 169.21 |
|
Equinix (EQIX) | 0.1 | $559k | +6% | 677.00 | 825.33 |
|
Haleon Spon Ads (HLN) | 0.1 | $552k | NEW | 65k | 8.49 |
|
Ishares Tr Global Energ Etf (IXC) | 0.1 | $550k | 13k | 42.95 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $549k | +24% | 2.9k | 186.82 |
|
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $544k | +14% | 12k | 45.10 |
|
Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $543k | +29% | 7.4k | 73.27 |
|
Advanced Micro Devices (AMD) | 0.1 | $542k | +9% | 3.0k | 180.49 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $542k | -30% | 2.8k | 191.86 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $539k | +25% | 6.4k | 84.44 |
|
Qualcomm (QCOM) | 0.1 | $533k | 3.1k | 169.29 |
|
|
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $529k | +6% | 5.6k | 94.89 |
|
Ishares Tr Micro-cap Etf (IWC) | 0.1 | $526k | +7% | 4.3k | 121.18 |
|
Phillips 66 (PSX) | 0.1 | $522k | NEW | 3.2k | 163.35 |
|
Vanguard World Health Car Etf (VHT) | 0.1 | $513k | -10% | 1.9k | 270.52 |
|
Colgate-Palmolive Company (CL) | 0.1 | $506k | -2% | 5.6k | 90.05 |
|
Vanguard World Industrial Etf (VIS) | 0.1 | $505k | +11% | 2.1k | 244.15 |
|
Lauder Estee Cos Cl A (EL) | 0.1 | $500k | +4% | 3.2k | 154.15 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $499k | -88% | 5.4k | 92.89 |
|
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.1 | $497k | -61% | 8.6k | 57.65 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $496k | +18% | 1.2k | 418.01 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $490k | 15k | 32.69 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $489k | 12k | 41.77 |
|
|
Paypal Holdings (PYPL) | 0.1 | $489k | +10% | 7.3k | 66.99 |
|
Nextera Energy (NEE) | 0.1 | $482k | -10% | 7.5k | 63.91 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $475k | +5% | 1.5k | 320.59 |
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $471k | -95% | 11k | 43.60 |
|
Analog Devices (ADI) | 0.0 | $470k | NEW | 2.4k | 197.79 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $469k | 27k | 17.32 |
|
|
Intuit (INTU) | 0.0 | $467k | +3% | 719.00 | 650.00 |
|
Hershey Company (HSY) | 0.0 | $467k | NEW | 2.4k | 194.50 |
|
Valero Energy Corporation (VLO) | 0.0 | $460k | 2.7k | 170.71 |
|
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $460k | +2% | 4.8k | 95.21 |
|
Kroger (KR) | 0.0 | $460k | NEW | 8.0k | 57.13 |
|
Cion Invt Corp (CION) | 0.0 | $457k | 42k | 11.00 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $450k | -43% | 4.9k | 92.42 |
|
Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $447k | +8% | 14k | 32.68 |
|
Pepsi (PEP) | 0.0 | $443k | -42% | 2.5k | 175.03 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $431k | -42% | 11k | 39.53 |
|
Deere & Company (DE) | 0.0 | $430k | -17% | 1.0k | 410.58 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $425k | 13k | 32.23 |
|
|
AFLAC Incorporated (AFL) | 0.0 | $419k | -3% | 4.9k | 85.85 |
|
Atlassian Corporation Cl A (TEAM) | 0.0 | $410k | +14% | 2.1k | 195.11 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $405k | NEW | 7.0k | 57.62 |
|
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $401k | -44% | 5.7k | 69.77 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $400k | -71% | 2.6k | 152.26 |
|
Pfizer (PFE) | 0.0 | $385k | -78% | 14k | 27.75 |
|
United Sts Oil Units (USO) | 0.0 | $381k | -2% | 4.8k | 78.73 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $380k | +4% | 3.3k | 114.14 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $379k | -66% | 1.8k | 210.33 |
|
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $373k | +2% | 5.7k | 65.96 |
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $371k | NEW | 3.6k | 102.28 |
|
Skyworks Solutions (SWKS) | 0.0 | $369k | NEW | 3.4k | 108.32 |
|
L3harris Technologies (LHX) | 0.0 | $368k | +8% | 1.7k | 213.04 |
|
General Mills (GIS) | 0.0 | $367k | NEW | 5.3k | 69.97 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $365k | 3.3k | 110.50 |
|
|
Palantir Technologies Cl A (PLTR) | 0.0 | $363k | 16k | 23.01 |
|
|
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.0 | $363k | NEW | 8.6k | 42.05 |
|
4068594 Enphase Energy (ENPH) | 0.0 | $363k | -4% | 3.0k | 120.98 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $363k | 4.7k | 76.80 |
|
|
Airbnb Com Cl A (ABNB) | 0.0 | $362k | +7% | 2.2k | 164.96 |
|
Fifth Third Ban (FITB) | 0.0 | $361k | NEW | 9.7k | 37.21 |
|
Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.0 | $353k | NEW | 6.7k | 53.01 |
|
Autodesk (ADSK) | 0.0 | $341k | +24% | 1.3k | 260.42 |
|
American Express Company (AXP) | 0.0 | $336k | -62% | 1.5k | 227.70 |
|
Ishares Tr Us Trsprtion (IYT) | 0.0 | $331k | NEW | 4.7k | 70.40 |
|
Ishares Msci Gbl Gold Mn (RING) | 0.0 | $324k | +2% | 13k | 25.29 |
|
Carrier Global Corporation (CARR) | 0.0 | $323k | +3% | 5.6k | 58.13 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $322k | +10% | 3.8k | 85.65 |
|
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $320k | +6% | 4.1k | 77.52 |
|
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.0 | $316k | +3% | 9.4k | 33.74 |
|
Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $316k | +2% | 31k | 10.16 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $313k | 5.7k | 54.43 |
|
|
eBay (EBAY) | 0.0 | $311k | NEW | 5.9k | 52.78 |
|
Te Connectivity SHS (TEL) | 0.0 | $310k | +23% | 2.1k | 145.24 |
|
Abbott Laboratories (ABT) | 0.0 | $310k | -52% | 2.7k | 113.67 |
|
EQT Corporation (EQT) | 0.0 | $304k | +9% | 8.2k | 37.07 |
|
Aptiv SHS (APTV) | 0.0 | $300k | +7% | 3.8k | 79.65 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $299k | 5.1k | 58.07 |
|
|
Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.0 | $297k | NEW | 6.8k | 43.58 |
|
Hubbell (HUBB) | 0.0 | $295k | 711.00 | 415.05 |
|
|
Bank of America Corporation (BAC) | 0.0 | $294k | 7.7k | 37.92 |
|
|
Rockwell Automation (ROK) | 0.0 | $291k | 1.0k | 291.33 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $289k | +2% | 7.0k | 41.08 |
|
Otis Worldwide Corp (OTIS) | 0.0 | $286k | 2.9k | 99.27 |
|
|
First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $284k | NEW | 8.2k | 34.82 |
|
Hubspot (HUBS) | 0.0 | $281k | +26% | 449.00 | 626.56 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $276k | -83% | 573.00 | 481.57 |
|
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $275k | -4% | 4.6k | 59.40 |
|
Fastenal Company (FAST) | 0.0 | $273k | NEW | 3.5k | 77.14 |
|
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $267k | NEW | 9.9k | 27.04 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $265k | +13% | 2.7k | 96.73 |
|
Sandy Spring Ban (SASR) | 0.0 | $265k | 11k | 23.18 |
|
|
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $259k | 12k | 20.97 |
|
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $259k | 3.2k | 81.78 |
|
|
Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $252k | -20% | 4.9k | 51.51 |
|
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $252k | -8% | 3.6k | 69.67 |
|
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $251k | 6.2k | 40.27 |
|
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $249k | 6.4k | 39.02 |
|
|
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $248k | NEW | 1.9k | 131.93 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $248k | NEW | 3.8k | 65.32 |
|
Ishares Tr Expanded Tech (IGV) | 0.0 | $241k | +399% | 2.8k | 85.27 |
|
Oshkosh Corporation (OSK) | 0.0 | $241k | 1.9k | 124.71 |
|
|
Philip Morris International (PM) | 0.0 | $227k | -9% | 2.5k | 91.62 |
|
WesBan (WSBC) | 0.0 | $227k | +6% | 7.6k | 29.81 |
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $225k | -2% | 1.1k | 205.09 |
|
Coinbase Global Com Cl A (COIN) | 0.0 | $223k | NEW | 842.00 | 265.12 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $222k | NEW | 4.3k | 51.06 |
|
Constellation Energy (CEG) | 0.0 | $221k | NEW | 1.2k | 184.85 |
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $220k | 2.0k | 110.21 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $219k | -83% | 4.9k | 44.70 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $217k | NEW | 1.7k | 128.40 |
|
Danaher Corporation (DHR) | 0.0 | $215k | -43% | 860.00 | 249.72 |
|
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $214k | NEW | 5.1k | 41.95 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $214k | 11k | 20.43 |
|
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $211k | 6.5k | 32.48 |
|
|
Ishares Tr North Amern Nat (IGE) | 0.0 | $211k | NEW | 4.7k | 44.99 |
|
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $210k | -37% | 2.1k | 101.41 |
|
Intercontinental Exchange (ICE) | 0.0 | $210k | NEW | 1.5k | 137.43 |
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $209k | 9.2k | 22.75 |
|
|
Boeing Company (BA) | 0.0 | $209k | -4% | 1.1k | 192.97 |
|
Entergy Corporation (ETR) | 0.0 | $206k | NEW | 2.0k | 105.68 |
|
Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $206k | NEW | 3.8k | 54.58 |
|
Ameriprise Financial (AMP) | 0.0 | $206k | NEW | 470.00 | 438.44 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $201k | NEW | 2.3k | 87.25 |
|
Pimco Dynamic Income SHS (PDI) | 0.0 | $200k | 10k | 19.29 |
|
|
Sofi Technologies (SOFI) | 0.0 | $183k | 25k | 7.30 |
|
|
Barings Bdc (BBDC) | 0.0 | $174k | +29% | 19k | 9.30 |
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $149k | 18k | 8.29 |
|
|
New Amer High Income Com New (HYB) | 0.0 | $146k | 20k | 7.28 |
|
|
Globalstar (GSAT) | 0.0 | $100k | 68k | 1.47 |
|
|
Nio Spon Ads (NIO) | 0.0 | $81k | -12% | 18k | 4.50 |
|
Dare Bioscience (DARE) | 0.0 | $61k | 124k | 0.49 |
|
|
Cronos Group (CRON) | 0.0 | $51k | 20k | 2.61 |
|
|
Tmc The Metals Company (TMC) | 0.0 | $48k | 34k | 1.43 |
|
|
Lightbridge Corporation (LTBR) | 0.0 | $44k | NEW | 15k | 2.95 |
|
Century Therapeutics (IPSC) | 0.0 | $42k | 10k | 4.18 |
|
|
Fuelcell Energy (FCEL) | 0.0 | $21k | 18k | 1.19 |
|
|
Barnes & Noble Ed | 0.0 | $15k | NEW | 20k | 0.72 |
|
Red Cat Hldgs (RCAT) | 0.0 | $12k | 15k | 0.77 |
|
|
Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $11k | 35k | 0.32 |
|
|
Sobr Safe Com New (SOBR) | 0.0 | $11k | 26k | 0.41 |
|
Past Filings by Founders Financial Securities
SEC 13F filings are viewable for Founders Financial Securities going back to 2013
- Founders Financial Securities 2024 Q1 filed April 17, 2024
- Founders Financial Securities 2023 Q4 filed Feb. 6, 2024
- Founders Financial Securities 2023 Q3 filed Oct. 17, 2023
- Founders Financial Securities 2023 Q2 filed Aug. 11, 2023
- Founders Financial Securities 2023 Q1 filed May 4, 2023
- Founders Financial Securities 2022 Q4 filed Feb. 8, 2023
- Founders Financial Securities 2022 Q3 filed Oct. 27, 2022
- Founders Financial Securities 2022 Q2 filed July 27, 2022
- Founders Financial Securities 2022 Q1 filed May 13, 2022
- Founders Financial Securities 2021 Q4 filed Feb. 14, 2022
- Founders Financial Securities 2021 Q3 filed Nov. 15, 2021
- Founders Financial Securities 2021 Q2 filed Aug. 16, 2021
- Founders Financial Securities 2021 Q1 filed May 14, 2021
- Founders Financial Securities 2020 Q4 filed Feb. 9, 2021
- Founders Financial Securities 2020 Q3 filed Nov. 16, 2020
- Founders Financial Securities 2020 Q2 filed Aug. 12, 2020