$241 Million is the total value of FOUNDERS FINANCIAL SECURITIES LLC's 80 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | Exit | BOEING CO | $0 | – | -3,278 | -100.0% | -0.18% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -9,095 | -100.0% | -0.21% | – |
| BTTGY | Exit | BT GROUP PLCadr | $0 | – | -19,745 | -100.0% | -0.22% | – |
| M | Exit | MACYS INC | $0 | – | -14,421 | -100.0% | -0.23% | – |
| FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -19,060 | -100.0% | -0.29% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWspnsr adr | $0 | – | -24,846 | -100.0% | -0.31% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -17,298 | -100.0% | -0.31% | – |
| VRP | Exit | POWERSHARES ETF TR IIvar rate pfd por | $0 | – | -29,490 | -100.0% | -0.32% | – |
| HYLS | Exit | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $0 | – | -15,519 | -100.0% | -0.32% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -19,720 | -100.0% | -0.36% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -8,596 | -100.0% | -0.37% | – |
| DBS | Exit | POWERSHS DB MULTI SECT COMMdb silver fund | $0 | – | -28,679 | -100.0% | -0.37% | – |
| DBP | Exit | POWERSHS DB MULTI SECT COMMdb prec mtls | $0 | – | -21,349 | -100.0% | -0.37% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -34,962 | -100.0% | -0.48% | – |
| BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -91,039 | -100.0% | -0.90% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -145,065 | -100.0% | -1.82% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -51,186 | -100.0% | -1.85% | – |
| KBE | Exit | SPDR SERIES TRUSTs&p bk etf | $0 | – | -154,835 | -100.0% | -2.21% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -122,040 | -100.0% | -2.24% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -106,257 | -100.0% | -2.76% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -181,693 | -100.0% | -3.71% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -74,456 | -100.0% | -3.83% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -87,272 | -100.0% | -3.91% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 18.8% |
| ISHARES TR | 40 | Q3 2023 | 16.9% |
| ISHARES TR | 40 | Q3 2023 | 4.5% |
| ISHARES TR | 40 | Q3 2023 | 1.4% |
| ISHARES TR | 39 | Q3 2023 | 4.3% |
| ISHARES TR | 38 | Q3 2023 | 12.5% |
| SELECT SECTOR SPDR TR | 38 | Q3 2023 | 4.0% |
| ISHARES TR | 36 | Q3 2023 | 9.3% |
| VANGUARD BD INDEX FDS | 36 | Q3 2023 | 4.5% |
| VANGUARD INDEX FDS | 35 | Q3 2023 | 17.8% |
View FOUNDERS FINANCIAL SECURITIES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| X-17A-5 | 2024-04-16 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-04 |
| X-17A-5 | 2023-04-14 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
View FOUNDERS FINANCIAL SECURITIES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.