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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
NOCNorthrop Grumman Corp
Recent Activity
Decreased -5.08%
1.44%
$2.267M
4,830 shares@ $469.34 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
SLBSchlumberger Ltd
Recent Activity
Decreased -12.53%
0.94%
$1.472M
38,396 shares@ $38.35 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.82%
0.91%
$1.433M
9,425 shares@ $152.06 avg price
KOCoca Cola Co
Recent Activity
Decreased -10.03%
0.61%
$953,294
15,312 shares@ $62.26 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
BABoeing Co
Recent Activity
Decreased -12.43%
0.44%
$694,249
3,922 shares@ $177.02 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.72%
0.38%
$596,801
1,403 shares@ $425.38 avg price