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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
AMATApplied Matls Inc
Recent Activity
Increased 0.16%
0.14%
$215,282
1,324 shares@ $162.6 avg price
TSLATesla Inc
Recent Activity
0.14%
$214,843
532 shares@ $403.85 avg price
IWBIshares Tr
Recent Activity
0.13%
$199,095
618 shares@ $322.17 avg price
VVisa Inc
Recent Activity
0.13%
$195,629
619 shares@ $316.05 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.13%
$190,279
376 shares@ $506.07 avg price
IWDIshares Tr
Recent Activity
0.12%
$182,168
984 shares@ $185.14 avg price
GSGoldman Sachs Group Inc
Recent Activity
0.11%
$172,931
302 shares@ $572.62 avg price
HESHess Corp
Recent Activity
0.11%
$172,913
1,300 shares@ $133.01 avg price
XELXcel Energy Inc
Recent Activity
0.11%
$168,800
2,500 shares@ $67.52 avg price
IYWIshares Tr
Recent Activity
0.1%
$151,384
949 shares@ $159.52 avg price