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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
MSFTMicrosoft Corp
Recent Activity
Decreased -9.72%
1.13%
$12.155M
28,248 shares@ $430.31 avg price
IEFAIshares Tr
Recent Activity
Decreased -21.18%
1.04%
$11.2M
143,503 shares@ $78.05 avg price
MUBIshares Tr
Recent Activity
Decreased -0.38%
1.03%
$11.157M
102,706 shares@ $108.64 avg price
IUSGIshares Tr
Recent Activity
Decreased -6.66%
0.99%
$10.71M
81,188 shares@ $131.91 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -4.32%
0.99%
$10.654M
61,032 shares@ $174.57 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -20.36%
0.99%
$10.644M
27,725 shares@ $383.93 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -2.38%
0.99%
$10.622M
68,967 shares@ $154.02 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -14.9%
0.88%
$9.451M
208,545 shares@ $45.32 avg price
IJHIshares Tr
Recent Activity
Decreased -39.77%
0.88%
$9.439M
151,456 shares@ $62.33 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -19.33%
0.86%
$9.238M
17,508 shares@ $527.68 avg price