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James Walter

@Founders Capital Management

Latest period2024 - Q4ReportedManaged Assets$157.963MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYGSpdr Ser Tr
Recent Activity
Increased 0.97%
4.77%
$7.52M
85,547 shares@ $87.91 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.02%
1.38%
$2.169M
11,391 shares@ $190.44 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 103.22%
1.35%
$2.132M
71,798 shares@ $29.71 avg price
BITQExchange Traded Concepts Tru
Recent Activity
Increased 2.29%
0.5%
$787,716
46,638 shares@ $16.9 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.73%
0.47%
$731,007
3,332 shares@ $219.39 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.72%
0.38%
$596,801
1,403 shares@ $425.38 avg price
WMTWalmart Inc
Recent Activity
Increased 0.11%
0.34%
$523,398
5,793 shares@ $90.36 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 13.85%
0.33%
$507,208
2,895 shares@ $175.21 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.01%
0.22%
$333,040
10,620 shares@ $31.36 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.29%
0.15%
$226,907
1,778 shares@ $127.62 avg price