HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPYG) |
755,368 | +91,256 | $46,085 |
| SPYG | 755,368 | +91,256 | $46,085 |
| SPDR SER TR (SPYV) |
758,070 | -73,751 | $32,749 |
| SPYV | 758,070 | -73,751 | $32,749 |
| SCHWAB STRATEGIC TR |
399,995 | +137,727 | $29,048 |
| SCHD | 399,995 | +137,727 | $29,048 |
| VANGUARD TAX MANAGED FDS (VEA) |
529,056 | +136,501 | $24,432 |
| VEA | 529,056 | +136,501 | $24,432 |
| ISHARES TR (IJR) |
244,804 | +27,978 | $24,395 |
| IJR | 244,804 | +27,978 | $24,395 |
| VANGUARD INDEX FDS (VO) |
73,786 | +10,755 | $16,245 |
| VO | 73,786 | +10,755 | $16,245 |
| FIDELITY MERRIMACK STR TR |
327,925 | +70,556 | $14,894 |
| FBND | 327,925 | +70,556 | $14,894 |
| DIMENSIONAL ETF TRUST (DUHP) |
540,182 | +104,102 | $14,336 |
| DUHP | 540,182 | +104,102 | $14,336 |
| APPLE INC |
72,640 | -5,210 | $14,090 |
| AAPL | 72,640 | -5,210 | $14,090 |
| INVESCO QQQ TR |
37,773 | -13,750 | $13,954 |
| QQQ | 37,773 | -13,750 | $13,954 |
| ISHARES TR (IEFA) |
204,136 | +76,596 | $13,779 |
| IEFA | 204,136 | +76,596 | $13,779 |
| SPDR SER TR (BIL) |
130,906 | -125,386 | $12,020 |
| BIL | 130,906 | -125,386 | $12,020 |
| ISHARES TR (ISTB) |
256,447 | +67,825 | $11,961 |
| ISTB | 256,447 | +67,825 | $11,961 |
| DIMENSIONAL ETF TRUST (DFAE) |
496,444 | -122,373 | $11,647 |
| DFAE | 496,444 | -122,373 | $11,647 |
| ISHARES TR (IVV) |
25,154 | -2,909 | $11,211 |
| IVV | 25,154 | -2,909 | $11,211 |
| VANGUARD BD INDEX FDS (BND) |
143,240 | +9,289 | $10,412 |
| BND | 143,240 | +9,289 | $10,412 |
| ISHARES TR (QUAL) |
77,066 | +34,595 | $10,394 |
| QUAL | 77,066 | +34,595 | $10,394 |
| VANGUARD MUN BD FDS (VTEB) |
195,453 | +19,718 | $9,816 |
| VTEB | 195,453 | +19,718 | $9,816 |
| SPDR SER TR (SPAB) |
386,037 | +64,512 | $9,794 |
| SPAB | 386,037 | +64,512 | $9,794 |
| SELECT SECTOR SPDR TR (XLK) |
52,686 | +9,485 | $9,160 |
| XLK | 52,686 | +9,485 | $9,160 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
203,348 | +46,742 | $8,982 |
| FIXD | 203,348 | +46,742 | $8,982 |
| MICROSOFT CORP |
26,279 | -1,570 | $8,949 |
| MSFT | 26,279 | -1,570 | $8,949 |
| ISHARES TR (TFLO) |
163,888 | -102,628 | $8,304 |
| TFLO | 163,888 | -102,628 | $8,304 |
| PIMCO ETF TR (BOND) |
89,626 | +20,321 | $8,212 |
| BOND | 89,626 | +20,321 | $8,212 |
| NVIDIA CORPORATION |
19,368 | +1,758 | $8,193 |
| NVDA | 19,368 | +1,758 | $8,193 |
| ISHARES TR (IJH) |
30,483 | -5,603 | $7,971 |
| IJH | 30,483 | -5,603 | $7,971 |
| ISHARES TR (AGG) |
76,719 | +14,232 | $7,515 |
| AGG | 76,719 | +14,232 | $7,515 |
| VANGUARD BD INDEX FDS (BSV) |
94,011 | -38,567 | $7,104 |
| BSV | 94,011 | -38,567 | $7,104 |
| ISHARES TR (USHY) |
190,614 | +46,110 | $6,729 |
| USHY | 190,614 | +46,110 | $6,729 |
| ISHARES TR (IUSG) |
68,871 | +14,427 | $6,725 |
| IUSG | 68,871 | +14,427 | $6,725 |
| ISHARES TR (SUB) |
58,682 | +7,444 | $6,105 |
| SUB | 58,682 | +7,444 | $6,105 |
| ISHARES TR (USMV) |
81,650 | +35,514 | $6,069 |
| USMV | 81,650 | +35,514 | $6,069 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
150,516 | -14,730 | $6,034 |
| FVD | 150,516 | -14,730 | $6,034 |
| SELECT SECTOR SPDR TR (XLV) |
41,680 | +4,932 | $5,532 |
| XLV | 41,680 | +4,932 | $5,532 |
| WISDOMTREE TR |
105,178 | -17,323 | $5,293 |
| USFR | 105,178 | -17,323 | $5,293 |
| VANGUARD CHARLOTTE FDS (BNDX) |
106,565 | +2,924 | $5,209 |
| BNDX | 106,565 | +2,924 | $5,209 |
| AMAZON COM INC |
38,615 | -2,323 | $5,034 |
| AMZN | 38,615 | -2,323 | $5,034 |
| ISHARES TR (SHY) |
61,572 | +11,225 | $4,992 |
| SHY | 61,572 | +11,225 | $4,992 |
| SPDR INDEX SHS FDS (SPEM) |
141,797 | +40,442 | $4,875 |
| SPEM | 141,797 | +40,442 | $4,875 |
| ISHARES INC (IEMG) |
91,445 | -2,227 | $4,507 |
| IEMG | 91,445 | -2,227 | $4,507 |
| VANGUARD INDEX FDS (VOO) |
11,064 | +4,596 | $4,506 |
| VOO | 11,064 | +4,596 | $4,506 |
| ISHARES TR (EMB) |
51,981 | +7,958 | $4,498 |
| EMB | 51,981 | +7,958 | $4,498 |
| VANGUARD INDEX FDS (VTI) |
19,803 | +91 | $4,362 |
| VTI | 19,803 | +91 | $4,362 |
| VANGUARD INDEX FDS (VTV) |
30,605 | -1,153 | $4,349 |
| VTV | 30,605 | -1,153 | $4,349 |
| ISHARES TR (LQD) |
39,366 | +2,960 | $4,257 |
| LQD | 39,366 | +2,960 | $4,257 |
| ISHARES TR (IDEV) |
67,634 | +7,358 | $4,134 |
| IDEV | 67,634 | +7,358 | $4,134 |
| ISHARES TR (TIP) |
36,770 | +6,896 | $3,957 |
| TIP | 36,770 | +6,896 | $3,957 |
| VANGUARD INDEX FDS (VUG) |
13,660 | +7,203 | $3,865 |
| VUG | 13,660 | +7,203 | $3,865 |
| PACER FDS TR |
79,490 | +5,469 | $3,805 |
| COWZ | 79,490 | +5,469 | $3,805 |
| ISHARES INC (EZU) |
79,196 | -31,343 | $3,629 |
| EZU | 79,196 | -31,343 | $3,629 |
See Full List: All Stocks Held By Founders Financial Securities LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Founders Financial Securities LLC
|
Size ($ in 1000's)
At 06/30/2023: $757,210 At 03/31/2023: $693,283 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 |
