Founders’ financial titles – Gurufocus.com


FOUNDERS FINANCIAL SECURITIES LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

1020 CROMWELL BRIDGE ROAD TOWSON, MD 21286

According to the latest 13F report, the guru’s stock portfolio contained 261 stocks valued at a total of $511.00 million. The main assets were BIL (15.13 %), SPYV (5.44 %) and SPYG (4.02 %).

According to Gurufocus data, it was the five main transactions of financial founders SECURITIES LLC in the quarter.

SPDR Bloomberg 1-3 Month T-Bill ETF

During the quarter, FOUNDERS FINANCIAL SECURITIES LLC purchased 682,628 shares of ARCA:BIL for a total holding of 845,140. The transaction had an impact of 12.22% on the equity portfolio. During the quarter, the action was negotiated at an average price of $ 91.37.

On 07/27/2022, the SPDR Bloomberg 1-3 Month T-Bill ETF was negotiated at a price of $ 91.46 per share and a market capitalization of $ 18.88 billion. The stock has returned 0.11% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

SPDR S&P 500 Growth ETF Portfolio

Founders Financial Securities LLC reduced its investment in Arca: SPYG of 139,349 shares. The transaction had an impact of 1.64% on the equity portfolio. During the quarter, the action was negotiated at an average price of $ 57.35.

On 07/27/2022, the SPDR Portfolio S&P 500 Growth ETF was negotiated at a price of $ 56.1 per share and a market capitalization of $ 13.27 billion. The stock has returned -13.84% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, the SPDR Portfolio S&P 500 Growth ETF has a price-to-earnings ratio of 22.14 and a price-to-book ratio of 6.49.

iShares Core MSCI Emerging Markets ETF

Founders Financial Securities LLC reduced its investment in Arca: IEMG by 151,763 shares. The transaction had an impact of 1.5% on the equity portfolio. During the quarter, the action was negotiated at an average price of $ 51.28.

On 07/27/2022, the ETF Ishares Core MSCI Emerging Markets was exchanged at a price of $ 48.47 per share and a market capitalization of $ 64.79 billion. The title has carried out a yield of -19.06 % in the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-to-earnings ratio of 10.78 and a price-to-book ratio of 1.57.

SPDR S&P 500 Value ETF Portfolio

Founders Financial Securities LLC reduced its investment in Arca: SPYV of 176,825 shares. The transaction had an impact of 1.31% on the equity portfolio. During the quarter, the action was negotiated at an average price of $ 39.42.

On 7/27/2022, the SPDR Portfolio S&P 500 Value ETF traded at a price of $37.88 per share and a market capitalization of $12.76 billion. The title has carried out a yield of -2.85 % in the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, the SPDR Portfolio S&P 500 Value ETF has a price-to-earnings ratio of 16.24 and a price-to-book ratio of 2.52.

Vanguard Tax-Exempt Bond ETF

Founders Financial Securities LLC reduced its investment in Arca: VTEB of 126,798 shares. The transaction had an impact of 1.16% on the equity portfolio. During the quarter, the action was negotiated at an average price of $ 49.99.

On 7/27/2022, the Vanguard Tax-Exempt Bond ETF traded at a price of $50.805 per share and a market capitalization of $18.20 billion. The title reported -7.06% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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