HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (BIL) |
845,140 | +682,628 | $77,322 |
| BIL | 845,140 | +682,628 | $77,322 |
| SPDR SER TR (SPYV) |
754,557 | -176,825 | $27,783 |
| SPYV | 754,557 | -176,825 | $27,783 |
| SPDR SER TR (SPYG) |
392,976 | -139,349 | $20,545 |
| SPYG | 392,976 | -139,349 | $20,545 |
| ISHARES TR (IJR) |
195,688 | -7,329 | $18,084 |
| IJR | 195,688 | -7,329 | $18,084 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
312,570 | -76,125 | $12,753 |
| VEA | 312,570 | -76,125 | $12,753 |
| INVESCO QQQ TR |
41,109 | -6,770 | $11,522 |
| QQQ | 41,109 | -6,770 | $11,522 |
| ISHARES TR (IVV) |
29,050 | -5,095 | $11,014 |
| IVV | 29,050 | -5,095 | $11,014 |
| APPLE INC |
71,246 | -2,144 | $9,741 |
| AAPL | 71,246 | -2,144 | $9,741 |
| VANGUARD INDEX FDS (VO) |
46,127 | -18,533 | $9,086 |
| VO | 46,127 | -18,533 | $9,086 |
| ISHARES INC (IEMG) |
174,754 | -151,763 | $8,573 |
| IEMG | 174,754 | -151,763 | $8,573 |
| ISHARES TR (IJH) |
32,455 | +14,310 | $7,342 |
| IJH | 32,455 | +14,310 | $7,342 |
| ISHARES TR (MUB) |
65,393 | +50,944 | $6,955 |
| MUB | 65,393 | +50,944 | $6,955 |
| FIDELITY MERRIMACK STR TR |
142,727 | -43,794 | $6,641 |
| FBND | 142,727 | -43,794 | $6,641 |
| ISHARES TR (AGG) |
63,511 | +2,766 | $6,458 |
| AGG | 63,511 | +2,766 | $6,458 |
| SPDR SER TR (SPAB) |
241,153 | -13,621 | $6,354 |
| SPAB | 241,153 | -13,621 | $6,354 |
| SPDR SER TR (SDY) |
51,105 | -22,974 | $6,066 |
| SDY | 51,105 | -22,974 | $6,066 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
151,581 | -26,950 | $5,883 |
| FVD | 151,581 | -26,950 | $5,883 |
| ISHARES TR (SHY) |
69,836 | +7,729 | $5,782 |
| SHY | 69,836 | +7,729 | $5,782 |
| ISHARES TR (SGOV) |
56,561 | +56,561 | $5,663 |
| SGOV | 56,561 | +56,561 | $5,663 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
41,677 | -3,253 | $5,594 |
| RSP | 41,677 | -3,253 | $5,594 |
| ISHARES TR (USMV) |
77,434 | -11,345 | $5,437 |
| USMV | 77,434 | -11,345 | $5,437 |
| MICROSOFT CORP |
20,969 | +535 | $5,385 |
| MSFT | 20,969 | +535 | $5,385 |
| ISHARES TR (DVY) |
41,935 | +11,442 | $4,934 |
| DVY | 41,935 | +11,442 | $4,934 |
| DIMENSIONAL ETF TRUST (DFAE) |
205,052 | +205,052 | $4,749 |
| DFAE | 205,052 | +205,052 | $4,749 |
| ISHARES TR (IEFA) |
70,673 | +2,274 | $4,159 |
| IEFA | 70,673 | +2,274 | $4,159 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
86,056 | -26,748 | $3,990 |
| FIXD | 86,056 | -26,748 | $3,990 |
| AMAZON COM INC |
36,302 | +34,618 | $3,856 |
| AMZN | 36,302 | +34,618 | $3,856 |
| SCHWAB STRATEGIC TR |
51,291 | +6,419 | $3,674 |
| SCHD | 51,291 | +6,419 | $3,674 |
| INVESCO DB US DLR INDEX TR (UUP) |
130,285 | +130,285 | $3,643 |
| UUP | 130,285 | +130,285 | $3,643 |
| VANGUARD CHARLOTTE FDS (BNDX) |
69,580 | +62,487 | $3,447 |
| BNDX | 69,580 | +62,487 | $3,447 |
| WISDOMTREE TR |
57,509 | -9,006 | $3,296 |
| DGRW | 57,509 | -9,006 | $3,296 |
| PROCTER AND GAMBLE CO |
22,695 | +793 | $3,263 |
| PG | 22,695 | +793 | $3,263 |
| SELECT SECTOR SPDR TR (XLV) |
25,413 | -14,203 | $3,259 |
| XLV | 25,413 | -14,203 | $3,259 |
| JOHNSON & JOHNSON |
18,300 | +1,289 | $3,248 |
| JNJ | 18,300 | +1,289 | $3,248 |
| PIMCO ETF TR (BOND) |
33,558 | -9,029 | $3,196 |
| BOND | 33,558 | -9,029 | $3,196 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
21,160 | -1,822 | $3,036 |
| VIG | 21,160 | -1,822 | $3,036 |
| ISHARES TR (IDV) |
106,955 | +17,085 | $2,905 |
| IDV | 106,955 | +17,085 | $2,905 |
| SELECT SECTOR SPDR TR (XLK) |
22,547 | -5,742 | $2,866 |
| XLK | 22,547 | -5,742 | $2,866 |
| NVIDIA CORPORATION |
18,845 | +14 | $2,857 |
| NVDA | 18,845 | +14 | $2,857 |
| UNITEDHEALTH GROUP INC |
5,481 | -18 | $2,815 |
| UNH | 5,481 | -18 | $2,815 |
| TESLA INC |
3,783 | +2,831 | $2,548 |
| TSLA | 3,783 | +2,831 | $2,548 |
| ISHARES TR (USHY) |
73,083 | -40,321 | $2,530 |
| USHY | 73,083 | -40,321 | $2,530 |
| ARK ETF TR (ARKK) |
61,506 | +14,542 | $2,453 |
| ARKK | 61,506 | +14,542 | $2,453 |
| RAYTHEON TECHNOLOGIES CORP |
25,467 | +2,602 | $2,448 |
| RTX | 25,467 | +2,602 | $2,448 |
| PIMCO ETF TR (TIPZ) |
40,943 | -758 | $2,356 |
| TIPZ | 40,943 | -758 | $2,356 |
| ISHARES TR (EMB) |
27,043 | -2,578 | $2,307 |
| EMB | 27,043 | -2,578 | $2,307 |
| ISHARES TR (LQD) |
20,606 | -4,601 | $2,267 |
| LQD | 20,606 | -4,601 | $2,267 |
| DBX ETF TR (SNPE) |
65,021 | -10,752 | $2,220 |
| SNPE | 65,021 | -10,752 | $2,220 |
| LOCKHEED MARTIN CORP |
4,893 | +213 | $2,104 |
| LMT | 4,893 | +213 | $2,104 |
| COCA COLA CO |
33,048 | -2,021 | $2,079 |
| KO | 33,048 | -2,021 | $2,079 |
See Full List: All Stocks Held By Founders Financial Securities LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Founders Financial Securities LLC
|
Size ($ in 1000's)
At 06/30/2022: $511,519 At 03/31/2022: $564,428 Combined Holding Report Includes:
Founders Financial Securities LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Founders Financial Securities LLC 13F filings. Link to 13F filings: SEC filings |
