FOUNDERS FINANCIAL SECURITIES LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Joseph V. Krcma - Chief Compliance Officer
Location
Towson, MD
Holdings as of
31 Dec 2024
Value $
$1,108,926,628
Num holdings
435
Filing time
10 Feb 2025, 11:00:31 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPYG, SPYV, SCHD, IJR, and AGG.
Previous filing
Q3 2024 - 12 Nov 2024
Next filing
Q1 2025 - 12 May 2025
SEC
View on sec.gov

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Quoteable Key Fact

"FOUNDERS FINANCIAL SECURITIES LLC reported $1,108,926,628 across 435 holdings in Q4 2024."

Quick Takeaways

  • FOUNDERS FINANCIAL SECURITIES LLC reported 13f combination report, stock holdings for Q4 2024.
  • Reported holdings value: $1,108,926,628.
  • 435 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q3 2024.
  • Value moved from $1,083,888,299 to $1,108,926,628.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Joseph V. Krcma Chief Compliance Officer Towson, Maryland 05 Feb 2025

List of Other Managers Reporting for FOUNDERS FINANCIAL SECURITIES LLC:

Name Holdings Value Location File Number
Horizon Investments, LLC $7,893,466,438 Charlotte, NC 028-15165
Orion Portfolio Solutions, LLC $10,292,234,369 Omaha, NE 028-20154

Other Included Managers (2):

Num Name Location File Number
1 Horizon Investments, LLC Charlotte, NC
2 Orion Portfolio Solutions, LLC Omaha, NE

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