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
ITOTIshares Tr
Recent Activity
Exited
0%
$616,468
5,190 shares@ $118.78 avg price
PFFIshares Tr
Recent Activity
Exited
0%
$597,702
18,945 shares@ $31.55 avg price
FLOTIshares Tr
Recent Activity
Exited
0%
$554,275
10,849 shares@ $51.09 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$552,012
8,592 shares@ $64.25 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$524,677
6,698 shares@ $78.34 avg price
TAt&t Inc
Recent Activity
Exited
0%
$512,290
26,807 shares@ $19.12 avg price
FIWFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$413,361
4,134 shares@ $100.0 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$411,054
8,050 shares@ $51.07 avg price
TEAMAtlassian Corporation
Recent Activity
Exited
0%
$389,313
2,201 shares@ $176.89 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$381,550
3,586 shares@ $106.4 avg price