Portfolio (Quarterly)
Guide ↗
FOUNDERS FINANCIAL SECURITIES LLC
· CIK 0001342396| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SNOW | SNOWFLAKE INC | Technology | 968 | $212K | 0.01% | SOLD |
| 62 | SPAB | SPDR SERIES TRUST | — | 8,121 | $209K | 0.01% | SOLD |
| 63 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,291 | $209K | 0.01% | SOLD |
| 64 | VOOG | VANGUARD ADMIRAL FDS INC | — | 468 | $208K | 0.01% | SOLD |
| 65 | DHR | DANAHER CORPORATION | Healthcare | 896 | $205K | 0.01% | SOLD |
| 66 | AXON | AXON ENTERPRISE INC | Industrials | 358 | $203K | 0.01% | SOLD |
| 67 | DON | WISDOMTREE TR | — | 3,881 | $200K | 0.01% | SOLD |
| 68 | F | FORD MTR CO | Consumer Cyclical | 14,910 | $196K | 0.01% | SOLD |
| 69 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 11,814 | $187K | 0.01% | SOLD |
| 70 | — | PUTNAM ETF TRUST | — | 19,346 | $174K | 0.01% | SOLD |
| 71 | — | FS SPECIALTY LENDING FD | — | 12,126 | $171K | 0.01% | SOLD |
| 72 | TMC | TMC THE METALS COMPANY INC | Basic Materials | 15,000 | $93K | 0.01% | SOLD |
| 73 | BRSP | BRIGHTSPIRE CAPITAL INC | Real Estate | 10,312 | $58K | 0.00% | SOLD |
| 74 | FUSE | FUSEMACHINES INC | Technology | 10,000 | $16K | 0.00% | SOLD |
| 75 | — | SIGNING DAY SPORTS INC | — | 12,222 | $12K | 0.00% | SOLD |
| 76 | — | ECD AUTOMOTIVE DESIGN INC | — | 228,464 | $2K | — | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
19.5%
Healthcare
9.1%
Industrials
9.1%
Communication Services
7.1%
Energy
7.0%
Consumer Cyclical
6.9%
Consumer Defensive
6.3%
Basic Materials
3.4%
Utilities
1.8%