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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
AMZNAmazon Com Inc
Recent Activity
Decreased -6.03%
0.76%
$8.191M
43,958 shares@ $186.33 avg price
USHYIshares Tr
Recent Activity
Decreased -22.75%
0.62%
$6.701M
177,980 shares@ $37.65 avg price
SGOVIshares Tr
Recent Activity
Decreased -0.6%
0.55%
$5.911M
58,688 shares@ $100.72 avg price
EMBIshares Tr
Recent Activity
Decreased -6.97%
0.54%
$5.846M
62,471 shares@ $93.58 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -5.02%
0.54%
$5.778M
99,921 shares@ $57.83 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -23.05%
0.52%
$5.635M
136,496 shares@ $41.29 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.6%
0.51%
$5.489M
19,383 shares@ $283.17 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -1.33%
0.47%
$4.992M
59,990 shares@ $83.22 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.61%
0.44%
$4.704M
40,127 shares@ $117.22 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.1%
0.44%
$4.669M
8,157 shares@ $572.43 avg price