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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
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -14.9%
0.88%
$9.451M
208,545 shares@ $45.32 avg price
IJHIshares Tr
Recent Activity
Decreased -39.77%
0.88%
$9.439M
151,456 shares@ $62.33 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -19.33%
0.86%
$9.238M
17,508 shares@ $527.68 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.03%
0.76%
$8.191M
43,958 shares@ $186.33 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 15.02%
0.68%
$7.339M
81,180 shares@ $90.4 avg price
LGLVSpdr Ser Tr
Recent Activity
Increased 2.75%
0.67%
$7.242M
42,793 shares@ $169.23 avg price
PFRLPgim Etf Tr
Recent Activity
Increased 23.37%
0.67%
$7.222M
142,529 shares@ $50.68 avg price
USHYIshares Tr
Recent Activity
Decreased -22.75%
0.62%
$6.701M
177,980 shares@ $37.65 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 264.74%
0.61%
$6.505M
114,989 shares@ $56.58 avg price
SGOVIshares Tr
Recent Activity
Decreased -0.6%
0.55%
$5.911M
58,688 shares@ $100.72 avg price