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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
DISDisney Walt Co
Recent Activity
Increased 1.27%
0.1%
$151,213
1,358 shares@ $111.35 avg price
SCIService Corp Intl
Recent Activity
0.1%
$150,700
1,888 shares@ $79.82 avg price
HEIHeico Corp New
Recent Activity
0.1%
$147,161
619 shares@ $237.74 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.05%
0.09%
$138,324
1,030 shares@ $134.3 avg price
VUGVanguard Index Fds
Recent Activity
0.09%
$132,983
324 shares@ $410.45 avg price
UALUnited Airls Hldgs Inc
Recent Activity
0.08%
$123,317
1,270 shares@ $97.1 avg price
XUnited States Stl Corp New
Recent Activity
0.08%
$118,965
3,500 shares@ $33.99 avg price
IVEIshares Tr
Recent Activity
0.08%
$115,864
607 shares@ $190.88 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
0.08%
$111,300
1,590 shares@ $70.0 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 2.83%
0.07%
$109,017
1,273 shares@ $85.64 avg price