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FOUNDERS FINANCIAL SECURITIES LLC13F | |
| FOUNDERS FINANCIAL SECURITIES LLC | |
| Last update 2025-05-12 | 460 Stocks (76 new) |
| Value $1.18 Bil | Turnover 18 % |
FOUNDERS FINANCIAL SECURITIES ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 686,054 | 55,872.2 | -5.66% | 4.740 | -0.33% | 0.180 | +27.05% | +10.64% | 38,705.6 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 896,902 | 43,894.4 | -4.07% | 3.720 | -0.18% | 0.180 | +12.29% | +5.13% | 27,142.9 | ||
SCHD | Schwab US Dividend Equity ETF | 1,319,531 | 34,030.7 | +2.40% | 2.880 | +0.07% | 0.050 | +8.13% | +1.59% | 71,133.2 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 272,480 | 26,940.1 | +0.02% | 2.280 | 0% | 0.020 | +2.13% | +3.72% | 128,438.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 499,675 | 26,377.8 | -2.17% | 2.240 | -0.05% | 0.020 | +12.11% | +21.29% | 160,177.0 | ||
SSUS | Day Hagan Smart Sector ETF | 564,691 | 22,673.5 | -2.23% | 1.920 | -0.05% | 1.550 | +18.99% | +8.58% | 564.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 217,594 | 21,800.8 | -21.60% | 1.850 | -0.62% | 0.030 | +17.16% | -1.41% | 82,221.5 | ||
NVDA | NVIDIA Corp | 193,675 | 21,058.3 | +6.41% | 1.780 | +0.11% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
FBND | Fidelity Total Bond ETF | 460,679 | 21,020.8 | +4.68% | 1.780 | +0.08% | 0.110 | +2.86% | +4.12% | 19,400.7 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 291,216 | 20,813.2 | +71.55% | 1.760 | +0.73% | 0.110 | +9.58% | +18.40% | 20,437.7 |
FOUNDERS FINANCIAL SECURITIES LLC's Historical Top Holdings Breakdowns
FOUNDERS FINANCIAL SECURITIES LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.84% | 91.45 ($91.59) 91.75 | $91.67 | 0.09% | Add 93.76% | 222,555 | 107,691 | |
PFRL | PGIM Floating Rate Income ETF | 2025-03-31 | Reduce Reduce | -0.76% | 49.85 ($50.34) 50.73 | $50.31 | -0.05% | Reduce -89.35% | 20,069 | -168,317 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +0.73% | 63.77 ($68.2) 71.36 | $76.33 | 11.92% | Add 71.55% | 291,216 | 121,465 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.62% | 102.49 ($112.84) 119.96 | $112.83 | -0.01% | Reduce -21.6% | 217,594 | -59,947 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | Add Add | +0.58% | 50.48 ($50.58) 50.68 | $50.60 | 0.04% | Add 67.99% | 334,872 | 135,533 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +0.56% | 50.29 ($50.4) 50.5 | $50.46 | 0.12% | Add 1302.81% | 141,740 | 131,636 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | Sold Out Sold Out | -0.53% | 20.7 ($20.97) 21.15 | $20.93 | -0.19% | Sold Out | 0 | -276,865 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | New Buy New Buy | +0.52% | 49.61 ($49.73) 49.89 | $49.81 | 0.16% | New holding | 122,785 | 122,785 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Reduce Reduce | -0.51% | 168.16 ($179.03) 186.21 | $184.83 | 3.24% | Reduce -45% | 39,042 | -31,944 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | New Buy New Buy | +0.45% | 60.46 ($62.66) 64.42 | $65.25 | 4.13% | New holding | 89,499 | 89,499 |
FOUNDERS FINANCIAL SECURITIES LLC Total Holding History ($B)
FOUNDERS FINANCIAL SECURITIES LLC's Asset Allocation
FOUNDERS FINANCIAL SECURITIES LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FOUNDERS FINANCIAL SECURITIES LLC's Hypothetical Growth since 2025-03-31
FOUNDERS FINANCIAL SECURITIES LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FOUNDERS FINANCIAL SECURITIES LLC's Holdings Heat Map
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FOUNDERS FINANCIAL SECURITIES LLC's Holdings Bubble Chart
FOUNDERS FINANCIAL SECURITIES LLC News
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