FOUNDERS FINANCIAL SECURITIES LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$1.08B
Signature - Title
Joseph V. Krcma - Chief Compliance Officer
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by FOUNDERS FINANCIAL SECURITIES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FOUNDERS FINANCIAL SECURITIES LLC reported 427 stock holdings with total value $1.08B as of Q3 2024. Top holdings included SPYG, SCHD, SPYV, AGG, and IJR.
Holdings Value

List of Other Managers Reporting for FOUNDERS FINANCIAL SECURITIES LLC:

Name Holdings Value Location File Number
Orion Portfolio Solutions, LLC $10B Omaha, NE 028-20154
Horizon Investments, LLC $3.75B Charlotte, NC 028-15165
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 427 $1.08B +$91.9M -$120M -$28.3M SPYG, SCHD, SPYV, AGG, IJR 13F-HR 11/12/2024, 11:15 AM
Q2 2024 424 $1.06B +$140M -$28.3M +$111M SPYG, SCHD, SPYV, NVDA, VEA 13F-HR 8/2/2024, 09:35 AM
Q1 2024 385 $953M +$159M -$158M +$1.48M SPYG, SPYV, SCHD, QQQ, SSUS 13F-HR 4/17/2024, 01:56 PM
Q4 2023 367 $901M +$128M -$66.3M +$61.3M SPYG, SPYV, SCHD, VEA, IJR 13F-HR 2/6/2024, 08:27 AM
Q3 2023 332 $772M +$110M -$68.1M +$42.1M SPYG, SPYV, SCHD, VEA, IJR 13F-HR 10/17/2023, 11:08 AM
Q2 2023 320 $757M +$102M -$67.6M +$34.6M SPYG, SPYV, SCHD, VEA, IJR 13F-HR 8/11/2023, 03:41 PM
Q1 2023 319 $693M +$119M -$85.4M +$34.1M SPYG, SPYV, BIL, IJR, SCHD 13F-HR 5/4/2023, 03:59 PM
Q4 2022 325 $636M +$108M -$61.6M +$46.7M BIL, SPYG, SPYV, IJR, SCHD 13F-HR 2/8/2023, 11:05 AM
Q3 2022 305 $564M +$121M -$44.8M +$76M BIL, SPYV, SPYG, IJR, VEA 13F-HR 10/27/2022, 11:38 AM
Q2 2022 262 $511M +$123M -$99.1M +$23.7M BIL, SPYV, SPYG, IJR, VEA 13F-HR 7/27/2022, 10:14 AM
Q1 2022 258 $564M +$128M -$94.5M +$33.1M SPYV, SPYG, IJR, VEA, IEMG 13F-HR 5/13/2022, 04:34 PM
Q4 2021 262 $556M +$61.2M -$38M +$23.2M SPYG, SPYV, VEA, SPMD, IEMG 13F-HR 2/14/2022, 12:03 PM
Q3 2021 258 $497M +$52.3M -$50M +$2.3M SPYG, SPYV, IEMG, VEA, QQQ 13F-HR 11/12/2021, 07:38 PM
Q2 2021 293 $504M +$89.7M -$42.5M +$47.3M SPYV, SPYG, IEMG, VEA, IVV 13F-HR 8/16/2021, 02:10 PM
Q1 2021 254 $434M +$68.2M -$70M -$1.82M SPYV, SPYG, IJR, IEMG, VEA 13F-HR 5/14/2021, 04:27 PM
Q4 2020 226 $417M +$117M -$43.5M +$73.3M SPYG, SPYV, VEA, IEMG, AGG 13F-HR 2/9/2021, 02:23 PM
Q3 2020 158 $314M +$93.6M -$94.1M -$438K SPYG, SPYV, VEA, AGG, SPDW 13F-HR 11/16/2020, 09:32 AM
Q2 2020 172 $307M +$144M -$129M +$15.6M BIL, SPYV, SPYG, SPDW, AGG 13F-HR 8/12/2020, 02:14 PM
Q1 2020 126 $269M +$179M -$166M +$13.2M BIL, QQQ, SPYG, IJR, QUAL 13F-HR 5/14/2020, 03:37 PM
Q4 2019 120 $296M +$40.5M -$73.1M -$32.6M QUAL, IJR, VTV, IEMG, SPY 13F-HR 2/11/2020, 01:43 PM
Q3 2019 131 $314M +$60.1M -$52.1M +$8.01M IJR, QUAL, IEMG, VTV, AGG 13F-HR 10/17/2019, 02:45 PM
Q2 2019 114 $304M +$64.4M -$82.9M -$18.5M QUAL, VTV, SPY, IJR, IEMG 13F-HR 7/22/2019, 12:09 PM
Q1 2019 114 $316M +$124M -$102M +$21.2M VTV, IJR, SPY, AGG, BND 13F-HR 4/25/2019, 03:52 PM
Q4 2018 101 $276M +$107M -$153M -$46.3M SHY, SHV, SPYV, VTV, AGG Restatement 2/19/2019, 12:20 PM
Q3 2018 96 $360M +$80.1M -$56.7M +$23.4M QUAL, RSP, VTV, SPY, SPYG Restatement 10/17/2018, 04:12 PM
Q2 2018 92 $324M +$83.5M -$68.7M +$14.8M QUAL, MTUM, VTV, SPY, SHV 13F-HR 7/18/2018, 10:38 AM
Q1 2018 100 $309M +$87.9M -$75.4M +$12.5M VTV, SHV, MTUM, VO, SPY 13F-HR 4/24/2018, 11:28 AM
Q4 2017 93 $300M +$54.6M -$44.7M +$9.99M VTV, VUG, SPY, VO, VWO 13F-HR 1/25/2018, 12:54 PM
Q3 2017 89 $281M +$82.9M -$72M +$10.9M VTV, VUG, SPY, VO, IEMG 13F-HR 11/9/2017, 04:14 PM
Q2 2017 96 $263M +$32.8M -$38.7M -$5.99M VTV, IVW, SPY, VO, EEM 13F-HR 7/31/2017, 05:02 PM
Q1 2017 89 $263M +$58.3M -$47.8M +$10.5M VTV, IVW, SPY, VO, DBEU 13F-HR 4/25/2017, 04:57 PM
Q4 2016 80 $241M +$102M -$96.5M +$5.58M VTV, IVW, EFA, SPY, VO 13F-HR 1/10/2017, 10:07 AM
Q3 2016 78 $234M +$117M -$107M +$10.4M EEM, QUAL, SPY, IVW, IJH 13F-HR 10/7/2016, 01:17 PM
Q2 2016 73 $218M +$59.6M -$56.8M +$2.87M IVE, SPY, ACWX, DIA, QUAL 13F-HR 7/8/2016, 12:34 PM
Q1 2016 64 $213M +$46.1M -$49.5M -$3.38M SPY, SHY, IVW, IVE, DIA 13F-HR 4/11/2016, 04:09 PM
Q4 2015 68 $215M +$62.1M -$55.2M +$6.85M SPY, IVW, IVE, ACWX, SHY 13F-HR 1/19/2016, 09:06 AM
Q3 2015 65 $202M +$75.9M -$61.2M +$14.7M SPY, EFA, SHY, DBEF, XLP 13F-HR 10/9/2015, 01:29 PM
Q2 2015 65 $201M +$74.7M -$67.4M +$7.37M SPY, DBEF, VEU, QQQ, VTV 13F-HR 7/7/2015, 02:54 PM
Q1 2015 73 $194M +$81.6M -$56.9M +$24.6M SPY, IWF, VTV, DBEF, IVW 13F-HR 4/22/2015, 01:31 PM
Q4 2014 74 $167M +$50.2M -$42.1M +$8.11M VTV, SPY, IVW, VT, EFA 13F-HR 1/21/2015, 12:13 PM
Q3 2014 70 $155M +$46.6M -$39.2M +$7.42M SPY, IVV, IVW, QQQ, VTV 13F-HR 10/24/2014, 04:21 PM
Q2 2014 73 $149M +$50.1M -$36.2M +$13.9M SPY, IVV, ACWX, VWO, VTV 13F-HR 7/23/2014, 10:12 AM
Q1 2014 65 $131M +$49M -$38.8M +$10.1M SPY, IVV, IWD, ACWX, VWO 13F-HR 5/13/2014, 06:47 PM
Q4 2013 67 $119M $0 $0 SPY, IVV, QQQ, DJP, EFA 13F-HR 2/6/2014, 02:53 PM