test

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
JTEKJ P Morgan Exchange Traded F
Recent Activity
New Position
0.35%
$3.757M
54,705 shares@ $68.67 avg price
KRESpdr Ser Tr
Recent Activity
New Position
0.16%
$1.638M
28,934 shares@ $56.6 avg price
CGCVCapital Group Conservative E
Recent Activity
New Position
0.05%
$482,223
17,693 shares@ $27.26 avg price
PJANInnovator Etfs Trust
Recent Activity
New Position
0.05%
$443,818
10,741 shares@ $41.32 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$407,852
11,730 shares@ $34.77 avg price
PAPRInnovator Etfs Trust
Recent Activity
New Position
0.04%
$407,092
11,327 shares@ $35.94 avg price
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$403,428
11,197 shares@ $36.04 avg price
POCTInnovator Etfs Trust
Recent Activity
New Position
0.04%
$397,251
10,199 shares@ $38.95 avg price
ICLOInvesco Actively Managed Exc
Recent Activity
New Position
0.04%
$386,138
15,060 shares@ $25.64 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$361,723
7,449 shares@ $48.56 avg price