FOUNDERS FINANCIAL SECURITIES LLC
Top Portfolio Positions
222 positions ·
$397,842,085 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
|
190,637 | $35,553,800 | 8.94% |
| AAPL |
Apple Inc.
|
105,878 | $28,783,993 | 7.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
35,606 | $21,873,121 | 5.50% |
| MSFT |
Microsoft Corp
|
37,117 | $17,950,523 | 4.51% |
| AMZN |
Amazon Com Inc
|
54,763 | $12,640,395 | 3.18% |
| AVGO |
Broadcom Inc.
|
25,205 | $8,723,450 | 2.19% |
| GOOGL |
Alphabet Inc.
|
26,505 | $8,296,065 | 2.09% |
| META |
Meta Platforms, Inc.
|
11,975 | $7,904,577 | 1.99% |
| TSLA |
Tesla, Inc.
|
16,276 | $7,319,642 | 1.84% |
| XOM |
Exxon Mobil Corp
|
57,691 | $6,942,534 | 1.75% |
Portfolio Trend
Holdings in AAAU
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $863,084 | 20,284 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $752,679 | 19,745 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $835,529 | 25,567 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,067,323 | 66,947 | Shares | Sole | 2025-05-12 | |
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