test

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
METAMeta Platforms Inc
Recent Activity
Increased 2.66%
0.05%
$67,919
116 shares@ $585.51 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.08%
0.05%
$64,193
1,328 shares@ $48.34 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 200%
0.04%
$49,176
1,800 shares@ $27.32 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.03%
$42,426
2,005 shares@ $21.17 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300%
0.03%
$39,138
1,404 shares@ $27.88 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.49%
0.03%
$32,851
418 shares@ $78.6 avg price
IJRIshares Tr
Recent Activity
Increased 0.43%
0.02%
$27,318
237 shares@ $115.27 avg price
BTEBaytex Energy Corp
Recent Activity
Increased 100%
0.02%
$25,800
10,000 shares@ $2.58 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 0.36%
0.02%
$24,817
286 shares@ $86.78 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 0.4%
0.02%
$23,011
255 shares@ $90.24 avg price