- New Purchases: IEMG, VSS, XMLV, BKF, PHO, HYLB, IEF, FSZ, FDT, BOTZ, BICK, FBZ, ARKG, MSFT, DIS, V, CGC, CYBR, AYX, DVY, CMCSA,
- Added Positions: IJR, VTV, BND, SPY, AGG, SPDW, RSP, VO, DGRO, XSLV, IJH, IWF, LQD, SPYG, VEU, BIL, SPAB, FTA, FTC, HYG, FXL, FXH, QTEC, FDN, PFF, FBT, IWR, QQQ, AAPL, SHOP, SPIB, FVD, HD, CSCO, KO, JNJ, PG, UNH, VYM, MMM, VIG, HON, PFE, ITA, IVV, SLB, MUB, IGSB, DON, WFT, AGN, IWM, AVGR,
- Reduced Positions: SHY, SHV, SPEM, DGRW, ADP, JRO, HTD, XLP, SBUX, PEP, GSK, LMT, TOT, CVX, OXY, CFMS, RDS.A, XEL,
- Sold Out: VB, VWO, DBEF, SPSM, SCZ, DVYE, EWJ, BNDX, SRLN, HYLS, EFX,
For the details of FOUNDERS FINANCIAL SECURITIES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/founders+financial+securities+llc/current-portfolio/portfolio
These are the top 5 holdings of FOUNDERS FINANCIAL SECURITIES LLC- Vanguard Value (VTV) - 153,088 shares, 6.07% of the total portfolio. Shares added by 56.08%
- iShares Core S&P Small-Cap (IJR) - 200,737 shares, 5.71% of the total portfolio. Shares added by 594.16%
- SPDR S&P 500 (SPY) - 54,748 shares, 5.70% of the total portfolio. Shares added by 52.46%
- iShares Core U.S. Aggregate Bond (AGG) - 130,305 shares, 5.24% of the total portfolio. Shares added by 50.53%
- Vanguard Total Bond Market ETF (BND) - 174,948 shares, 5.23% of the total portfolio. Shares added by 60.27%
Founders Financial Securities Llc initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.60. The impact to a portfolio due to this purchase was 4.43%. The holding were 232,437 shares as of .
New Purchase: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)Founders Financial Securities Llc initiated holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The purchase prices were between $93.7 and $105.63, with an estimated average price of $101.61. The stock is now traded at around $106.19. The impact to a portfolio due to this purchase was 1.67%. The holding were 43,505 shares as of .
New Purchase: Invesco S&P MidCap Low Volatility (XMLV)Founders Financial Securities Llc initiated holding in Invesco S&P MidCap Low Volatility. The purchase prices were between $43.53 and $49.75, with an estimated average price of $47.95. The stock is now traded at around $50.59. The impact to a portfolio due to this purchase was 1.32%. The holding were 72,075 shares as of .
New Purchase: iShares MSCI BRIC Index Fund (BKF)Founders Financial Securities Llc initiated holding in iShares MSCI BRIC Index Fund. The purchase prices were between $37.06 and $43.87, with an estimated average price of $41.27. The stock is now traded at around $43.32. The impact to a portfolio due to this purchase was 1.09%. The holding were 68,655 shares as of .
New Purchase: Invesco Water Resources ETF (PHO)Founders Financial Securities Llc initiated holding in Invesco Water Resources ETF. The purchase prices were between $27.57 and $34.21, with an estimated average price of $31.82. The stock is now traded at around $34.07. The impact to a portfolio due to this purchase was 0.67%. The holding were 53,411 shares as of .
New Purchase: Xtrackers USD High Yield Corporate Bond (HYLB)Founders Financial Securities Llc initiated holding in Xtrackers USD High Yield Corporate Bond. The purchase prices were between $46.67 and $49.71, with an estimated average price of $48.85. The stock is now traded at around $49.95. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,439 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Founders Financial Securities Llc added to a holding in iShares Core S&P Small-Cap by 594.16%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $79.23. The impact to a portfolio due to this purchase was 4.89%. The holding were 200,737 shares as of .
Added: Vanguard Value (VTV)Founders Financial Securities Llc added to a holding in Vanguard Value by 56.08%. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $109.95. The impact to a portfolio due to this purchase was 2.18%. The holding were 153,088 shares as of .
Added: Vanguard Total Bond Market ETF (BND)Founders Financial Securities Llc added to a holding in Vanguard Total Bond Market ETF by 60.27%. The purchase prices were between $79.15 and $81.24, with an estimated average price of $79.84. The stock is now traded at around $80.83. The impact to a portfolio due to this purchase was 1.97%. The holding were 174,948 shares as of .
Added: SPDR S&P 500 (SPY)Founders Financial Securities Llc added to a holding in SPDR S&P 500 by 52.46%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $292.05. The impact to a portfolio due to this purchase was 1.96%. The holding were 54,748 shares as of .
Added: iShares Core U.S. Aggregate Bond (AGG)Founders Financial Securities Llc added to a holding in iShares Core U.S. Aggregate Bond by 50.53%. The purchase prices were between $106.35 and $109.08, with an estimated average price of $107.2. The stock is now traded at around $108.49. The impact to a portfolio due to this purchase was 1.76%. The holding were 130,305 shares as of .
Added: SPDR Portfolio Developed World ex-US (SPDW)Founders Financial Securities Llc added to a holding in SPDR Portfolio Developed World ex-US by 84.95%. The purchase prices were between $26.18 and $29.6, with an estimated average price of $28.45. The stock is now traded at around $29.72. The impact to a portfolio due to this purchase was 1.66%. The holding were 336,601 shares as of .
Sold Out: Vanguard Small-Cap (VB)Founders Financial Securities Llc sold out a holding in Vanguard Small-Cap. The sale prices were between $129.63 and $156, with an estimated average price of $148.44.
Sold Out: Vanguard FTSE Emerging Markets (VWO)Founders Financial Securities Llc sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $37.67 and $43.15, with an estimated average price of $41.12.
Sold Out: Xtrackers MSCI EAFE Hedged Equity (DBEF)Founders Financial Securities Llc sold out a holding in Xtrackers MSCI EAFE Hedged Equity. The sale prices were between $27.63 and $31.37, with an estimated average price of $30.04.
Sold Out: SPDR Portfolio Small Cap (SPSM)Founders Financial Securities Llc sold out a holding in SPDR Portfolio Small Cap. The sale prices were between $26.03 and $31.28, with an estimated average price of $29.65.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Founders Financial Securities Llc sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $51.31 and $58.06, with an estimated average price of $55.94.
Sold Out: iShares Emerging Markets Dividend Index Fund Excha (DVYE)Founders Financial Securities Llc sold out a holding in iShares Emerging Markets Dividend Index Fund Excha. The sale prices were between $37.43 and $42.09, with an estimated average price of $40.43.
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