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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
ISTBIshares Tr
Recent Activity
Exited
0%
$13.606M
287,235 shares@ $47.38 avg price
SUBIshares Tr
Recent Activity
Exited
0%
$7.125M
68,147 shares@ $104.56 avg price
MTUMIshares Tr
Recent Activity
Exited
0%
$3.987M
20,460 shares@ $194.87 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$2.731M
62,140 shares@ $43.95 avg price
XMESpdr Ser Tr
Recent Activity
Exited
0%
$1.488M
25,076 shares@ $59.33 avg price
MARMarriott Intl Inc New
Recent Activity
Exited
0%
$1.245M
5,149 shares@ $241.79 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$927,645
29,953 shares@ $30.98 avg price
IXNIshares Tr
Recent Activity
Exited
0%
$908,950
10,975 shares@ $82.83 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$800,059
17,488 shares@ $45.75 avg price
PRUPrudential Finl Inc
Recent Activity
Exited
0%
$707,284
6,035 shares@ $117.2 avg price