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  Name: FOUNDERS FINANCIAL SECURITIES LLC
  City: TOWSON
  State: MD
  Zip: 21286
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $953,150,000
  Total Value Change : $52,023,000
  Securities Held Change : 18
   
All Securities Held : 385
  New Positions : 58
  Closed Positions : 43
  Increased Positions : 185
  Unchanged Positions : 24
  Decreased Positions : 118

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Holdings Found : 24     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSJP)1 Year Chart         BSJP Invesco Bulletshares 2025 H... 242 - $22.90 $569,000 24,788 0.06% 6,000 0 0.028    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 299 - $107.72 $365,000 3,304 0.04% 25,000 0 0.002    Closed - End Fund - E...
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 316 - $52.00 $313,000 5,747 0.03% 12,000 0 0.001    N/A
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 326 - $280.12 $291,000 1,000 0.03% -19,000 0 0.001    Conglomerates
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 328 - $92.20 $286,000 2,878 0.03% 29,000 0 0.001    N/A
   (SASR)1 Year Chart         SASR Sandy Spring Bancorp Inc 336 - $21.49 $265,000 11,422 0.03% -46,000 0 0    Domestic Regional Banks
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 342 - $38.03 $249,000 6,374 0.03% 13,000 0 0.001    Closed - End Fund - Debt
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 353 - $108.58 $220,000 1,993 0.02% 17,000 0 0.002    N/A
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 357 - $20.40 $214,000 10,462 0.02% 0 0 0.009    N/A
   (GWX)1 Year Chart         GWX St Spdr S&P Intl Sc 360 - $31.38 $211,000 6,493 0.02% 5,000 0 0    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 364 - $24.89 $209,000 9,196 0.02% 9,000 0 0    Closed - End Fund - E...
   (PDI)1 Year Chart         PDI Pimco Dynamic Income Fund 369 - $0.00 $200,000 10,352 0.02% 14,000 0 0.022    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 370 - $7.87 $183,000 25,060 0.02% -66,000 0 0.003    N/A
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 372 - $9.24 $149,000 17,977 0.02% 4,000 0 0.001    Closed - End Fund - E...
   (HYB)1 Year Chart         HYB New America High Income Fun... 373 - $7.07 $146,000 20,100 0.02% 4,000 0 0.087    Closed - End Fund - Debt
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 374 - $1.29 $100,000 68,255 0.01% -32,000 0 0.004    Wireless Communications
   (DARE)1 Year Chart         DARE Dare Bioscience Inc 376 - $0.31 $61,000 124,000 0.01% 23,000 0 0.148    N/A
   (CRON)1 Year Chart         CRON Cronus Corp 377 - $2.59 $51,000 19,500 0.01% 10,000 0 0.006    N/A
   (TMC)1 Year Chart         TMC Tmc The Metals Company Ord Shs 378 - $1.57 $48,000 33,500 0.01% 11,000 0 0.015    N/A
   (IPSC)1 Year Chart         IPSC Century Therapeutics, Inc. 380 - $0.00 $42,000 10,000 0% 9,000 0 0.018    N/A
   (FCEL)1 Year Chart         FCEL Fuelcell Energy Inc 381 - $0.20 $21,000 17,500 0% -7,000 0 0.006    Industrial Electrical...
   (RCAT)1 Year Chart         RCAT Red Cat Holdings, Inc 384 - $1.39 $11,000 15,000 0% -2,000 0 0    N/A
   (NAK)1 Year Chart         NAK Northern Dynasty Minerals L... 383 - $0.30 $11,000 34,520 0% 0 0 0.276    Gold
   (SOBR)1 Year Chart         SOBR SOBR Safe, Inc 385 - $0.28 $11,000 26,150 0% -1,000 0 0    N/A

      24 Records Found
  1    
Page 1 of 1
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