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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
GMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$352,217
9,719 shares@ $36.25 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$351,933
9,585 shares@ $36.72 avg price
GAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$350,682
9,545 shares@ $36.74 avg price
GJANFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$349,463
9,233 shares@ $37.85 avg price
GSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$348,808
10,087 shares@ $34.58 avg price
GNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$347,598
10,080 shares@ $34.49 avg price
GOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$346,053
9,977 shares@ $34.69 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$343,955
2,278 shares@ $150.99 avg price
FOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$342,730
8,111 shares@ $42.26 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$327,533
6,808 shares@ $48.12 avg price