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Joseph V. Krcma

@Founders Financial Securities Llc

Latest period2024 - Q3ReportedManaged Assets$1.084BTotal holdings427
Assets growth rate2.51%Assets growth rate (2-Q avg)6.73%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Financial Securities Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 427 positions.

Assets under management

The assets under management (AUM) of Founders Financial Securities Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.084B in assets, with a quarterly growth rate of 2.51% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by Joseph V. Krcma, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHDSchwab Strategic Tr
Recent Activity
Decreased -1.54%
3.24%
$35.057M
414,724 shares@ $84.54 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -3.17%
3.15%
$34.126M
645,597 shares@ $52.86 avg price
NVDANvidia Corporation
Recent Activity
Decreased -8.66%
2.03%
$21.949M
180,742 shares@ $121.45 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.11%
1.96%
$21.148M
80,157 shares@ $263.83 avg price
AAPLApple Inc
Recent Activity
Decreased -15.93%
1.64%
$17.772M
76,276 shares@ $233.01 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -25.8%
1.63%
$17.567M
35,992 shares@ $488.08 avg price
QUALIshares Tr
Recent Activity
Decreased -2.46%
1.52%
$16.458M
91,791 shares@ $179.3 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -10.47%
1.36%
$14.725M
65,223 shares@ $225.76 avg price
TFLOIshares Tr
Recent Activity
Decreased -4.19%
1.26%
$13.573M
268,243 shares@ $50.61 avg price
IVVIshares Tr
Recent Activity
Decreased -15.64%
1.17%
$12.614M
21,868 shares@ $576.81 avg price