13F History

Founders Capital Management

13F Filings History

Latest 13F report: Q4 2024 - Jan 13, 2025
Value $: $158M
Signature - Title: James Walter - President
Location: Houston, TX
Summary: This page shows a list of all the recent 13F filings made by Founders Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Founders Capital Management reported 368 stock holdings with total value $158M as of Q4 2024. Top holdings included QQQ, MSFT, AAPL, JPM, and SPYG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	368	$158M	+$1.63M	-$5.05M	-$3.42M	QQQ, MSFT, AAPL, JPM, SPYG	13F-HR	1/13/2025, 11:47 AM
Q3 2024	376	$164M	+$4M	-$2.97M	+$1.03M	QQQ, MSFT, AAPL, JPM, SPYG	13F-HR	10/7/2024, 04:17 PM
Q2 2024	370	$154M	+$6.13M	-$3.13M	+$2.99M	QQQ, MSFT, AAPL, JPM, XOM	13F-HR	7/10/2024, 02:39 PM
Q1 2024	356	$148M	+$5.38M	-$3.38M	+$2M	QQQ, MSFT, AAPL, JPM, XOM	13F-HR	4/10/2024, 12:58 PM
Q4 2023	381	$138M	+$564K	-$3.49M	-$2.92M	QQQ, MSFT, AAPL, JPM, XOM	13F-HR	1/8/2024, 01:37 PM
Q3 2023	402	$131M	+$6.34M	-$8.02M	-$1.69M	QQQ, MSFT, AAPL, XOM, CVX	13F-HR	10/10/2023, 12:36 PM
Q2 2023	395	$137M	+$3.47M	-$3.55M	-$83.1K	QQQ, MSFT, AAPL, XOM, CVX	13F-HR	7/7/2023, 01:28 PM
Q1 2023	384	$131M	+$2.95M	-$9.25M	-$6.3M	QQQ, MSFT, AAPL, XOM, CVX	13F-HR	4/12/2023, 11:58 AM
Q4 2022	374	$133M	+$348K	-$5.75M	-$5.4M	QQQ, MSFT, CVX, XOM, AAPL	13F-HR	1/9/2023, 02:55 PM
Q3 2022	383	$123M	+$7.87M	-$2.1M	+$5.77M	QQQ, MSFT, AAPL, CVX, XOM	13F-HR	10/6/2022, 10:53 AM
Q2 2022	392	$127M	+$9.82M	-$12.2M	-$2.35M	QQQ, MSFT, AAPL, ABBV, SPYG	13F-HR	7/20/2022, 11:24 AM
Q1 2022	308	$132M	$0	$0		QQQ, AAPL, MSFT, SPYG, ABBV	13F-HR	4/7/2022, 01:49 PM
Q4 2021	308	$156M	+$1.46M	-$4.46M	-$3M	QQQ, AAPL, MSFT, SPYG, ADBE	13F-HR	1/21/2022, 10:43 AM
Q3 2021	304	$146M	+$5.86M	-$12.9M	-$7.04M	QQQ, AAPL, MSFT, ADBE, SPYG	13F-HR	10/12/2021, 12:26 PM
Q2 2021	301	$153M	+$6.01M	-$2.26M	+$3.76M	QQQ, AAPL, MSFT, ADBE, SPYG	13F-HR	7/15/2021, 03:54 PM
Q1 2021	279	$140M	+$5.18M	-$8.24M	-$3.06M	QQQ, AAPL, MSFT, BA, SPYG	Restatement	6/9/2021, 11:33 AM
Q4 2020	305	$137M	$0	$0		QQQ, AAPL, MSFT, ADBE, BA	13F-HR	1/12/2021, 04:30 PM
Q1 2020	306	$96.2M	+$5.87M	-$13.3M	-$7.45M	QQQ, MSFT, AAPL, ADBE, ABBV	13F-HR	4/22/2020, 10:55 AM
Q4 2019	311	$132M	+$5.48M	-$6.43M	-$950K	AAPL, QQQ, MSFT, BA, ADBE	13F-HR	1/24/2020, 02:13 PM
Q3 2019	319	$125M	+$15.3M	-$5.03M	+$10.3M	BA, QQQ, MSFT, AAPL, ADBE	13F-HR	10/10/2019, 12:04 PM
Q2 2019	329	$113M	+$4.4M	-$690K	+$3.71M	BA, QQQ, MSFT, AAPL, ADBE	13F-HR	7/11/2019, 12:08 PM
Q1 2019	327	$107M	+$4.84M	-$2.4M	+$2.44M	BA, QQQ, MSFT, AAPL, ADBE	13F-HR	4/17/2019, 03:41 PM
Q4 2018	341	$93.7M	+$1.39M	-$11.9M	-$10.5M	BA, QQQ, AAPL, MSFT, ABBV	13F-HR	1/14/2019, 03:42 PM
Q3 2018	306	$121M	+$2.83M	-$3.74M	-$903K	QQQ, BA, AAPL, ADBE, MSFT	13F-HR	10/5/2018, 01:37 PM
Q2 2018	310	$114M	+$13.4M	-$21M	-$7.56M	QQQ, BA, AAPL, ADBE, XOM	13F-HR	7/9/2018, 01:26 PM
Q1 2018	352	$119M	+$6.37M	-$4.29M	+$2.07M	BA, AAPL, ABBV, MSFT, XOM	13F-HR	4/9/2018, 01:33 PM
Q4 2017	348	$121M	+$3.57M	-$10.2M	-$6.63M	BA, AAPL, ABBV, XOM, MSFT	13F-HR	1/22/2018, 03:29 PM
Q3 2017	353	$121M	+$7.87M	-$4.81M	+$3.06M	BA, AAPL, ABBV, XOM, CVX	13F-HR	10/17/2017, 02:34 PM
Q2 2017	358	$113M	+$5.82M	-$5.08M	+$739K	AAPL, BA, XOM, ABBV, MCD	13F-HR	7/19/2017, 02:32 PM
Q1 2017	382	$111M	$0	$0		AAPL, BA, XOM, QCOM, MSFT	13F-HR	5/9/2017, 05:14 PM

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