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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
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$327,066
6,474 shares@ $50.52 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$325,951
7,713 shares@ $42.26 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$325,923
7,124 shares@ $45.75 avg price
FAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.04%
$325,623
8,054 shares@ $40.43 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$324,131
7,248 shares@ $44.73 avg price
DMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$324,077
8,108 shares@ $39.98 avg price
DJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$323,646
7,605 shares@ $42.56 avg price
DJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$323,536
7,813 shares@ $41.41 avg price
DFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$323,360
7,747 shares@ $41.75 avg price
DMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.03%
$323,103
8,653 shares@ $37.34 avg price