• 13F History

FOUNDERS FINANCIAL SECURITIES LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.11B
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 435 stock holdings with total value $1.11B as of Q4 2024. Top holdings included SPYG, SPYV, SCHD, IJR, and AGG.
Holdings Value

List of Other Managers Reporting for FOUNDERS FINANCIAL SECURITIES LLC:

Name Holdings Value Location File Number
Orion Portfolio Solutions, LLC $9.43B Omaha, NE 028-20154
Horizon Investments, LLC $3.49B Charlotte, NC 028-15165
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 435 $1.11B +$134M -$77.7M +$56.3M SPYG, SPYV, SCHD, IJR, AGG 13F-HR 2/10/2025, 11:00 AM
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 -$27.8M +$112M SPYG, SCHD, SPYV, NVDA, VEA 13F-HR 8/2/2024, 09:35 AM
Q1 2024 384 $952M +$159M -$158M +$1.64M 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 -$40.8M +$69.4M SPYG, SPYV, SCHD, VEA, IJR 13F-HR 10/17/2023, 11:08 AM
Q2 2023 320 $757M +$102M -$52.4M +$49.8M SPYG, SPYV, SCHD, VEA, IJR 13F-HR 8/11/2023, 03:41 PM
Q1 2023 319 $693M +$119M -$58.9M +$60.6M SPYG, SPYV, BIL, IJR, SCHD 13F-HR 5/4/2023, 03:59 PM
Q4 2022 325 $636M +$108M -$57.1M +$50.9M BIL, SPYG, SPYV, IJR, SCHD 13F-HR 2/8/2023, 10:05 AM
Q3 2022 301 $557M +$117M -$35.2M +$81.8M BIL, SPYV, SPYG, IJR, VEA 13F-HR 10/27/2022, 11:38 AM
Q2 2022 261 $509M +$123M -$75.7M +$47.1M BIL, SPYV, SPYG, IJR, VEA 13F-HR 7/27/2022, 10:14 AM
Q1 2022 258 $562M +$125M -$39.5M +$85.4M SPYV, SPYG, IJR, VEA, IEMG 13F-HR 5/13/2022, 04:34 PM
Q4 2021 261 $556M +$61.2M -$24.1M +$37.1M SPYG, SPYV, VEA, SPMD, IEMG 13F-HR 2/14/2022, 11:03 AM
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 -$22.5M +$94.3M SPYG, SPYV, VEA, IEMG, AGG 13F-HR 2/9/2021, 01:23 PM
Q3 2020 157 $313M +$93.3M -$21.3M +$72.1M SPYG, SPYV, VEA, AGG, SPDW 13F-HR 11/16/2020, 08:32 AM
Q2 2020 167 $307M +$144M -$119M +$25.3M BIL, SPYV, SPYG, SPDW, AGG 13F-HR 8/12/2020, 02:14 PM
Q1 2020 126 $269M +$179M -$98M +$80.7M BIL, QQQ, SPYG, IJR, QUAL 13F-HR 5/14/2020, 03:37 PM
Q4 2019 120 $296M +$40.5M -$22.4M +$18.1M QUAL, IJR, VTV, IEMG, SPY 13F-HR 2/11/2020, 12:43 PM
Q3 2019 131 $314M +$60.1M -$30.4M +$29.7M IJR, QUAL, IEMG, VTV, AGG 13F-HR 10/17/2019, 02:45 PM
Q2 2019 114 $304M +$64.4M -$41.9M +$22.6M QUAL, VTV, SPY, IJR, IEMG 13F-HR 7/22/2019, 12:09 PM
Q1 2019 114 $316M +$124M -$70.2M +$53.3M VTV, IJR, SPY, AGG, BND 13F-HR 4/25/2019, 03:52 PM
Q4 2018 101 $276M +$107M -$108M -$1.03M SHY, SHV, SPYV, VTV, AGG Restatement 2/19/2019, 11:20 AM
Q3 2018 96 $360M +$80.1M -$22.2M +$57.8M QUAL, RSP, VTV, SPY, SPYG Restatement 10/17/2018, 04:12 PM
Q2 2018 89 $323M +$83.5M -$27.2M +$56.3M QUAL, MTUM, VTV, SPY, SHV 13F-HR 7/18/2018, 10:38 AM
Q1 2018 100 $309M +$87.9M -$50.8M +$37.1M VTV, SHV, MTUM, VO, SPY 13F-HR 4/24/2018, 11:28 AM
Q4 2017 93 $300M +$54.6M -$18.9M +$35.8M VTV, VUG, SPY, VO, VWO 13F-HR 1/25/2018, 11:54 AM
Q3 2017 89 $281M +$82.9M -$7.93M +$74.9M VTV, VUG, SPY, VO, IEMG 13F-HR 11/9/2017, 03:14 PM
Q2 2017 96 $263M +$32.8M -$27.6M +$5.11M VTV, IVW, SPY, VO, EEM 13F-HR 7/31/2017, 05:02 PM
Q1 2017 89 $263M +$58.3M -$35.3M +$23M VTV, IVW, SPY, VO, DBEU 13F-HR 4/25/2017, 04:57 PM
Q4 2016 80 $241M +$102M -$32M +$70.1M VTV, IVW, EFA, SPY, VO 13F-HR 1/10/2017, 09:07 AM
Q3 2016 77 $233M +$117M -$31.7M +$85.5M EEM, QUAL, SPY, IVW, IJH 13F-HR 10/7/2016, 01:17 PM
Q2 2016 72 $216M +$57.9M -$33M +$25M IVE, SPY, ACWX, DIA, QUAL 13F-HR 7/8/2016, 12:34 PM
Q1 2016 64 $213M +$46.1M -$23.2M +$22.9M SPY, SHY, IVW, IVE, DIA 13F-HR 4/11/2016, 04:09 PM
Q4 2015 68 $215M +$62.1M -$16.1M +$46M SPY, IVW, IVE, ACWX, SHY 13F-HR 1/19/2016, 08:06 AM
Q3 2015 65 $202M +$75.9M -$20.7M +$55.2M SPY, EFA, SHY, DBEF, XLP 13F-HR 10/9/2015, 01:29 PM
Q2 2015 65 $201M +$74.7M -$24.4M +$50.4M SPY, DBEF, VEU, QQQXXXX, VTV 13F-HR 7/7/2015, 02:54 PM
Q1 2015 73 $194M +$81.6M -$18.7M +$62.9M SPY, IWF, VTV, DBEF, IVW 13F-HR 4/22/2015, 01:31 PM
Q4 2014 74 $167M +$50.2M -$21.4M +$28.8M VTV, SPY, IVW, VT, EFA 13F-HR 1/21/2015, 11:13 AM
Q3 2014 70 $155M +$46.6M -$13.7M +$32.9M SPY, IVV, IVW, QQQXXXX, VTV 13F-HR 10/24/2014, 04:21 PM
Q2 2014 73 $149M +$50.1M -$1.93M +$48.2M SPY, IVV, ACWX, VWO, VTV 13F-HR 7/23/2014, 10:12 AM
Q1 2014 64 $131M +$49M -$7.07M +$41.9M SPY, IVV, IWD, ACWX, VWO 13F-HR 5/13/2014, 06:47 PM
Q4 2013 66 $119M SPY, IVV, QQQXXXX, DJP, EFA 13F-HR 2/6/2014, 01:53 PM