James Walter

@Founders Capital Management

Latest period2024 - Q4

Reported5d ago

Managed Assets$157.963M

Total holdings368

Assets growth rate-3.81%

Assets growth rate (2-Q avg)1.31%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Founders Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 157.963M in assets, with a quarterly growth rate of -3.81% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by James Walter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VSTVistra Corp Recent Activity New Position	0.02%	$27,574 200 shares@ $137.87 avg price	New Position
NDAQNasdaq Inc Recent Activity New Position	0.02%	$27,059 350 shares@ $77.32 avg price	New Position
AAPAdvance Auto Parts Inc Recent Activity New Position	0.02%	$23,645 500 shares@ $47.29 avg price	New Position
EXEExpand Energy Corporation Recent Activity New Position	0.02%	$19,910 200 shares@ $99.55 avg price	New Position
OGIOrganigram Hldgs Inc Recent Activity New Position	0.01%	$11,270 7,000 shares@ $1.61 avg price	New Position
SILGlobal X Fds Recent Activity New Position	0.01%	$9,531 300 shares@ $31.77 avg price	New Position
ARRYArray Technologies Inc Recent Activity New Position	0.01%	$9,060 1,500 shares@ $6.04 avg price	New Position
SHIPSeanergy Maritime Hldgs Corp Recent Activity New Position	0.01%	$6,950 1,000 shares@ $6.95 avg price	New Position
PRPermian Resources Corp Recent Activity New Position	0.01%	$5,378 374 shares@ $14.38 avg price	New Position
AVUVAmerican Centy Etf Tr Recent Activity New Position	0.01%	$5,309 55 shares@ $96.53 avg price	New Position