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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
TXNTexas Instrs Inc
Recent Activity
0.38%
$593,657
3,166 shares@ $187.52 avg price
PFEPfizer Inc
Recent Activity
Decreased -12.55%
0.38%
$587,816
22,157 shares@ $26.53 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
COSTCostco Whsl Corp New
Recent Activity
0.28%
$426,982
466 shares@ $916.28 avg price
PGProcter And Gamble Co
Recent Activity
0.26%
$409,379
2,442 shares@ $167.65 avg price
ORCLOracle Corp
Recent Activity
0.26%
$407,102
2,443 shares@ $166.65 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -29.68%
0.26%
$396,238
10,558 shares@ $37.53 avg price
WFCWells Fargo Co New
Recent Activity
0.22%
$347,117
4,942 shares@ $70.24 avg price
OKEOneok Inc New
Recent Activity
0.22%
$345,778
3,444 shares@ $100.41 avg price