HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPYG) |
606,687 | -178,953 | $44,379 |
| SPYG | 606,687 | -178,953 | $44,379 |
| SPDR SER TR (SPYV) |
698,083 | -190,853 | $34,974 |
| SPYV | 698,083 | -190,853 | $34,974 |
| SCHWAB STRATEGIC TR |
417,466 | -64,256 | $33,660 |
| SCHD | 417,466 | -64,256 | $33,660 |
| INVESCO QQQ TR |
55,730 | +5,661 | $24,745 |
| QQQ | 55,730 | +5,661 | $24,745 |
| STRATEGY SHS |
599,629 | +599,629 | $23,056 |
| SSUS | 599,629 | +599,629 | $23,056 |
| VANGUARD TAX MANAGED FDS (VEA) |
443,856 | -147,206 | $22,268 |
| VEA | 443,856 | -147,206 | $22,268 |
| ISHARES TR (IJR) |
186,677 | -55,576 | $20,632 |
| IJR | 186,677 | -55,576 | $20,632 |
| VANGUARD INDEX FDS (VO) |
74,464 | -7,778 | $18,606 |
| VO | 74,464 | -7,778 | $18,606 |
| NVIDIA CORPORATION |
19,066 | -1,851 | $17,227 |
| NVDA | 19,066 | -1,851 | $17,227 |
| ISHARES TR (AGG) |
167,039 | +42,926 | $16,360 |
| AGG | 167,039 | +42,926 | $16,360 |
| ISHARES TR (QUAL) |
93,271 | +16,287 | $15,329 |
| QUAL | 93,271 | +16,287 | $15,329 |
| FIDELITY MERRIMACK STR TR |
336,815 | -52,226 | $15,261 |
| FBND | 336,815 | -52,226 | $15,261 |
| ISHARES TR (TFLO) |
287,211 | +65,267 | $14,559 |
| TFLO | 287,211 | +65,267 | $14,559 |
| ISHARES TR (IEFA) |
182,664 | -22,421 | $13,557 |
| IEFA | 182,664 | -22,421 | $13,557 |
| APPLE INC |
75,861 | -10,296 | $13,009 |
| AAPL | 75,861 | -10,296 | $13,009 |
| ISHARES TR (ISTB) |
273,817 | -50,918 | $12,990 |
| ISTB | 273,817 | -50,918 | $12,990 |
| ISHARES TR (IVV) |
24,193 | -1,994 | $12,719 |
| IVV | 24,193 | -1,994 | $12,719 |
| DIMENSIONAL ETF TRUST (DUHP) |
398,429 | -214,277 | $12,594 |
| DUHP | 398,429 | -214,277 | $12,594 |
| SELECT SECTOR SPDR TR (XLK) |
59,919 | +7,668 | $12,479 |
| XLK | 59,919 | +7,668 | $12,479 |
| MICROSOFT CORP |
29,055 | -4,493 | $12,224 |
| MSFT | 29,055 | -4,493 | $12,224 |
| ISHARES TR (IJH) |
200,797 | +171,661 | $12,196 |
| IJH | 200,797 | +171,661 | $12,196 |
| DIMENSIONAL ETF TRUST (DFAE) |
420,146 | -152,970 | $10,386 |
| DFAE | 420,146 | -152,970 | $10,386 |
| ISHARES TR (MUB) |
93,903 | -2,449 | $10,104 |
| MUB | 93,903 | -2,449 | $10,104 |
| SPDR SER TR (BIL) |
110,057 | +1,754 | $10,103 |
| BIL | 110,057 | +1,754 | $10,103 |
| VANGUARD INDEX FDS (VOO) |
21,004 | +6,162 | $10,097 |
| VOO | 21,004 | +6,162 | $10,097 |
| ISHARES TR (IUSG) |
84,207 | +2,943 | $9,870 |
| IUSG | 84,207 | +2,943 | $9,870 |
| VANGUARD INDEX FDS (VUG) |
27,757 | +11,003 | $9,554 |
| VUG | 27,757 | +11,003 | $9,554 |
| J P MORGAN EXCHANGE TRADED F (JCPB) |
203,900 | +203,900 | $9,511 |
| JCPB | 203,900 | +203,900 | $9,511 |
| SELECT SECTOR SPDR TR (XLF) |
216,079 | +56,565 | $9,101 |
| XLF | 216,079 | +56,565 | $9,101 |
| ISHARES TR (USMV) |
105,182 | +78,772 | $8,791 |
| USMV | 105,182 | +78,772 | $8,791 |
| SELECT SECTOR SPDR TR (XLV) |
59,342 | +29,800 | $8,767 |
| XLV | 59,342 | +29,800 | $8,767 |
| ISHARES TR (USHY) |
227,218 | -16,278 | $8,314 |
| USHY | 227,218 | -16,278 | $8,314 |
| ISHARES TR (IDEV) |
122,971 | +11,686 | $8,255 |
| IDEV | 122,971 | +11,686 | $8,255 |
| VANGUARD INDEX FDS (VTV) |
48,120 | +15,208 | $7,837 |
| VTV | 48,120 | +15,208 | $7,837 |
| AMAZON COM INC |
42,525 | -6,950 | $7,671 |
| AMZN | 42,525 | -6,950 | $7,671 |
| PIMCO ETF TR (BOND) |
83,363 | -20,342 | $7,658 |
| BOND | 83,363 | -20,342 | $7,658 |
| ISHARES INC (IEMG) |
135,152 | +40,957 | $6,974 |
| IEMG | 135,152 | +40,957 | $6,974 |
| ISHARES TR (SUB) |
65,768 | +1,137 | $6,888 |
| SUB | 65,768 | +1,137 | $6,888 |
| SPDR SER TR (LGLV) |
41,623 | +41,623 | $6,482 |
| LGLV | 41,623 | +41,623 | $6,482 |
| ISHARES TR (EMB) |
65,936 | -2,283 | $5,912 |
| EMB | 65,936 | -2,283 | $5,912 |
| ISHARES TR (SGOV) |
58,591 | +7,825 | $5,901 |
| SGOV | 58,591 | +7,825 | $5,901 |
| SELECT SECTOR SPDR TR (XLC) |
70,789 | +18,980 | $5,781 |
| XLC | 70,789 | +18,980 | $5,781 |
| SPDR INDEX SHS FDS (SPEM) |
153,900 | -48,442 | $5,570 |
| SPEM | 153,900 | -48,442 | $5,570 |
| VANGUARD INDEX FDS (VTI) |
20,142 | +568 | $5,235 |
| VTI | 20,142 | +568 | $5,235 |
| SPDR SER TR (SPAB) |
203,369 | -233,164 | $5,141 |
| SPAB | 203,369 | -233,164 | $5,141 |
| PACER FDS TR |
86,338 | -21,639 | $5,017 |
| COWZ | 86,338 | -21,639 | $5,017 |
| WISDOMTREE TR |
59,630 | +1,927 | $4,543 |
| DGRW | 59,630 | +1,927 | $4,543 |
| SPDR SER TR (XHB) |
40,597 | +207 | $4,530 |
| XHB | 40,597 | +207 | $4,530 |
| ISHARES TR (TIP) |
41,733 | -688 | $4,483 |
| TIP | 41,733 | -688 | $4,483 |
| ISHARES TR (DGRO) |
74,829 | +24,851 | $4,345 |
| DGRO | 74,829 | +24,851 | $4,345 |
See Full List: All Stocks Held By Founders Financial Securities LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Founders Financial Securities LLC
|
Size ($ in 1000's)
At 03/31/2024: $953,149 At 12/31/2023: $901,127 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 |
