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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
DOWDow Inc
Recent Activity
Exited
0%
$381,343
7,188 shares@ $53.06 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$346,323
2,284 shares@ $151.64 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$344,184
2,288 shares@ $150.44 avg price
IYKIshares Tr
Recent Activity
Exited
0%
$314,614
4,785 shares@ $65.76 avg price
BABoeing Co
Recent Activity
Exited
0%
$305,760
1,680 shares@ $182.0 avg price
DFATDimensional Etf Trust
Recent Activity
Exited
0%
$298,097
5,747 shares@ $51.88 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$293,201
2,305 shares@ $127.21 avg price
APTVAptiv Plc
Recent Activity
Exited
0%
$272,666
3,872 shares@ $70.42 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$266,994
1,244 shares@ $214.63 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Exited
0%
$265,835
9,875 shares@ $26.92 avg price