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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.26%
10.08%
$15.909M
31,118 shares@ $511.24 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.59%
6.99%
$11.038M
26,187 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -1.68%
6.17%
$9.736M
38,880 shares@ $250.43 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.14%
5.35%
$8.443M
35,221 shares@ $239.71 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 0.97%
4.77%
$7.52M
85,547 shares@ $87.91 avg price
GLWCorning Inc
Recent Activity
Decreased -3.27%
4.47%
$7.05M
148,357 shares@ $47.52 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.04%
4.01%
$6.327M
54,677 shares@ $115.72 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.61%
3.84%
$6.064M
10,348 shares@ $586.06 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.12%
3.84%
$6.051M
56,250 shares@ $107.58 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.34%
3.55%
$5.603M
31,529 shares@ $177.71 avg price