FOUNDERS FINANCIAL SECURITIES LLC Diversified Active

CIK: 0001342396 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $308,898 (100.0% shares, 0.0% debt)

Holdings (172)

BIL SPDR SER TR 8.9%
Value ($000) $27,601 Shares 301,550 Est. Cost $91.63 Unrealized
SPYV SPDR SER TR 7.3%
Value ($000) $22,424 Shares 773,776 Est. Cost $28.96 Unrealized
SPYG SPDR SER TR 5.6%
Value ($000) $17,217 Shares 383,289 Est. Cost $40.20 Unrealized
SPDW SPDR INDEX SHS FDS 3.9%
Value ($000) $12,163 Shares 440,358 Est. Cost $28.74 Unrealized
AGG ISHARES TR 3.7%
Value ($000) $11,393 Shares 96,381 Est. Cost $115.43 Unrealized
QUAL ISHARES TR 3.0%
Value ($000) $9,133 Shares 95,215 Est. Cost $90.15 Unrealized
BND VANGUARD BD INDEX FDS 2.7%
Value ($000) $8,330 Shares 94,298 Est. Cost $87.28 Unrealized
SPMD SPDR SER TR 2.6%
Value ($000) $8,153 Shares 260,902 Est. Cost $30.58 Unrealized
IJR ISHARES TR 2.4%
Value ($000) $7,495 Shares 109,753 Est. Cost $76.88 Unrealized
IEMG ISHARES INC 2.4%
Value ($000) $7,285 Shares 153,048 Est. Cost $48.14 Unrealized
BOND PIMCO ETF TR 2.0%
Value ($000) $6,269 Shares 56,183 Est. Cost $110.45 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $5,695 Shares 14,589 Est. Cost $61.12 Unrealized +22.9%
VIG VANGUARD SPECIALIZED FUNDS 1.7%
Value ($000) $5,335 Shares 45,530 Est. Cost $117.42 Unrealized
TOTL SSGA ACTIVE ETF TR 1.7%
Value ($000) $5,232 Shares 105,596 Est. Cost $49.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $5,200 Shares 109,220 Est. Cost $47.86 Unrealized
SPEM SPDR INDEX SHS FDS 1.6%
Value ($000) $4,846 Shares 144,818 Est. Cost $37.24 Unrealized
USMV ISHARES TR 1.5%
Value ($000) $4,653 Shares 76,739 Est. Cost $63.06 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $4,310 Shares 17,406 Est. Cost $190.40 Unrealized
IVV ISHARES TR 1.3%
Value ($000) $4,042 Shares 13,053 Est. Cost $223.60 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,992 Shares 39,234 Est. Cost $100.27 Unrealized
SPAB SPDR SER TR 1.3%
Value ($000) $3,939 Shares 127,629 Est. Cost $29.74 Unrealized
IEF ISHARES TR 1.2%
Value ($000) $3,837 Shares 31,482 Est. Cost $119.55 Unrealized
SHOP SHOPIFY INC 1.0%
Value ($000) $3,188 Shares 3,310 Est. Cost $24.16 Unrealized +187.3%
HEFA ISHARES TR 1.0%
Value ($000) $2,978 Shares 107,924 Est. Cost $27.82 Unrealized
SNPE DBX ETF TR 0.9%
Value ($000) $2,907 Shares 106,674 Est. Cost $26.10 Unrealized
MTUM ISHARES TR 0.9%
Value ($000) $2,874 Shares 21,937 Est. Cost $106.47 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,786 Shares 13,659 Est. Cost $144.58 Unrealized +19.7%
EZU ISHARES INC 0.9%
Value ($000) $2,777 Shares 76,126 Est. Cost $36.48 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.9%
Value ($000) $2,769 Shares 141,985 Est. Cost $17.59 Unrealized
IJH ISHARES TR 0.9%
Value ($000) $2,732 Shares 15,364 Est. Cost $162.59 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,672 Shares 21,483 Est. Cost $87.01 Unrealized +16.7%
VSS VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,638 Shares 27,304 Est. Cost $96.62 Unrealized
EMB ISHARES TR 0.8%
Value ($000) $2,598 Shares 23,783 Est. Cost $110.67 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.8%
Value ($000) $2,480 Shares 81,797 Est. Cost $27.68 Unrealized
SHY ISHARES TR 0.8%
Value ($000) $2,376 Shares 27,428 Est. Cost $83.94 Unrealized
IEI ISHARES TR 0.7%
Value ($000) $2,300 Shares 17,207 Est. Cost $133.64 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,896 Shares 30,486 Est. Cost $62.19 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,870 Shares 13,164 Est. Cost $111.03 Unrealized +11.9%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,864 Shares 42,446 Est. Cost $47.27 Unrealized -26.3%
XSLV INVESCO EXCHANGE-TRADED FD T 0.6%
Value ($000) $1,816 Shares 53,635 Est. Cost $39.38 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $1,802 Shares 22,075 Est. Cost $83.90 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,781 Shares 7,093 Est. Cost $163.69 Unrealized +22.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $1,683 Shares 581 Est. Cost $105.12 Unrealized +14.9%
LQD ISHARES TR 0.5%
Value ($000) $1,645 Shares 12,227 Est. Cost $130.10 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,624 Shares 1,164 Est. Cost $54.10 Unrealized 0.0%
EFAV ISHARES TR 0.5%
Value ($000) $1,597 Shares 24,171 Est. Cost $69.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,523 Shares 4,939 Est. Cost $294.55 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,499 Shares 6,339 Est. Cost $152.35 Unrealized +25.8%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $1,493 Shares 2,583 Est. Cost $171.20 Unrealized +0.2%
MUB ISHARES TR 0.5%
Value ($000) $1,433 Shares 12,419 Est. Cost $109.43 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,389 Shares 4,281 Est. Cost $324.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,372 Shares 3,744 Est. Cost $261.62 Unrealized +23.7%
IWR ISHARES TR 0.4%
Value ($000) $1,194 Shares 22,268 Est. Cost $62.89 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,111 Shares 3,726 Est. Cost $212.79 Unrealized +22.7%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,080 Shares 6,899 Est. Cost $128.96 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,044 Shares 22,363 Est. Cost $25.86 Unrealized +43.1%
WMT WALMART INC 0.3%
Value ($000) $1,036 Shares 8,586 Est. Cost $24.69 Unrealized +54.2%
ALL ALLSTATE CORP 0.3%
Value ($000) $960 Shares 9,896 Est. Cost $83.85 Unrealized +2.1%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $945 Shares 16,075 Est. Cost $36.40 Unrealized +31.7%
XXHYBXX NEW AMER HIGH INCOME FD INC 0.3%
Value ($000) $943 Shares 115,380 Est. Cost $6.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $939 Shares 7,761 Est. Cost $101.99 Unrealized -10.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $917 Shares 23,154 Est. Cost $34.23 Unrealized -4.3%
CWB SPDR SER TR 0.3%
Value ($000) $906 Shares 14,982 Est. Cost $60.47 Unrealized
T AT&T INC 0.3%
Value ($000) $860 Shares 28,892 Est. Cost $16.29 Unrealized -4.9%
UNILEVER PLC 0.3%
Value ($000) $846 Shares 15,402 Est. Cost $50.70 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $824 Shares 15,063 Est. Cost $66.75 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $821 Shares 7,254 Est. Cost $117.91 Unrealized -8.5%
KO COCA COLA CO 0.3%
Value ($000) $811 Shares 18,029 Est. Cost $35.67 Unrealized +8.6%
ORCL ORACLE CORP 0.3%
Value ($000) $811 Shares 14,678 Est. Cost $47.54 Unrealized +3.1%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $809 Shares 4,636 Est. Cost $163.22 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $804 Shares 9,093 Est. Cost $82.98 Unrealized -15.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $787 Shares 5,286 Est. Cost $105.43 Unrealized +20.4%
ESS ESSEX PPTY TR INC 0.3%
Value ($000) $774 Shares 3,379 Est. Cost $195.53 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $770 Shares 1,968 Est. Cost $7.21 Unrealized +11.9%
PFF ISHARES TR 0.2%
Value ($000) $748 Shares 21,605 Est. Cost $35.85 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $740 Shares 9,155 Est. Cost $59.18 Unrealized +14.2%
ALTERYX INC 0.2%
Value ($000) $733 Shares 4,412 Est. Cost $110.34 Unrealized
MMM 3M CO 0.2%
Value ($000) $712 Shares 4,634 Est. Cost $116.08 Unrealized -11.8%
BNS BANK NOVA SCOTIA B C 0.2%
Value ($000) $710 Shares 17,212 Est. Cost $38.39 Unrealized -23.2%
PEP PEPSICO INC 0.2%
Value ($000) $688 Shares 5,053 Est. Cost $110.78 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $670 Shares 10,986 Est. Cost $54.61 Unrealized 0.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $661 Shares 13,034 Est. Cost $50.71 Unrealized
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $658 Shares 16,142 Est. Cost $36.31 Unrealized
OKTA OKTA INC 0.2%
Value ($000) $657 Shares 3,228 Est. Cost $138.49 Unrealized +22.6%
F FORD MTR CO DEL 0.2%
Value ($000) $652 Shares 106,057 Est. Cost $5.03 Unrealized -16.5%
PIMCO INCOME OPPORTUNITY FD 0.2%
Value ($000) $640 Shares 26,575 Est. Cost $20.21 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $636 Shares 2,458 Est. Cost $192.26 Unrealized +9.5%
NUVEEN FLTNG RTE INCM OPP FD 0.2%
Value ($000) $629 Shares 78,867 Est. Cost $7.43 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $620 Shares 3,781 Est. Cost $164.94 Unrealized
MRK MERCK & CO. INC 0.2%
Value ($000) $616 Shares 7,855 Est. Cost $64.27 Unrealized -2.2%
FIXD FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $615 Shares 11,219 Est. Cost $53.22 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $573 Shares 2,474 Est. Cost $196.04 Unrealized +5.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $558 Shares 4,388 Est. Cost $97.60 Unrealized +2.0%
FSLY FASTLY INC 0.2%
Value ($000) $557 Shares 6,404 Est. Cost $39.40 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $546 Shares 16,233 Est. Cost $27.73 Unrealized -6.3%
IVW ISHARES TR 0.2%
Value ($000) $542 Shares 2,612 Est. Cost $207.50 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $534 Shares 2,875 Est. Cost $126.03 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $529 Shares 2,049 Est. Cost $52.94 Unrealized -1.8%
ABBV ABBVIE INC 0.2%
Value ($000) $490 Shares 5,048 Est. Cost $70.50 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $475 Shares 330 Est. Cost $66.98 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $460 Shares 1,115 Est. Cost $30.15 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $456 Shares 8,103 Est. Cost $53.20 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $456 Shares 4,055 Est. Cost $86.40 Unrealized -7.7%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $456 Shares 18,959 Est. Cost $23.48 Unrealized -12.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $453 Shares 4,726 Est. Cost $81.74 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $447 Shares 1,506 Est. Cost $256.19 Unrealized +6.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $446 Shares 5,320 Est. Cost $83.76 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $436 Shares 7,699 Est. Cost $42.90 Unrealized +1.3%
PPG PPG INDS INC 0.1%
Value ($000) $411 Shares 3,878 Est. Cost $102.63 Unrealized -15.9%
ECL ECOLAB INC 0.1%
Value ($000) $398 Shares 1,999 Est. Cost $178.63 Unrealized +2.0%
PACWEST BANCORP DEL 0.1%
Value ($000) $397 Shares 20,145 Est. Cost $42.78 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $396 Shares 7,692 Est. Cost $45.52 Unrealized -2.1%
APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $383 Shares 7,710 Est. Cost $49.68 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $381 Shares 14,939 Est. Cost $43.87 Unrealized -45.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $380 Shares 4,011 Est. Cost $70.96 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $369 Shares 1,450 Est. Cost $220.31 Unrealized 0.0%
LIVONGO HEALTH INC 0.1%
Value ($000) $364 Shares 4,276 Est. Cost $85.13 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $363 Shares 1,974 Est. Cost $71.53 Unrealized +2.7%
ABFL TRIMTABS ETF TR 0.1%
Value ($000) $363 Shares 9,661 Est. Cost $30.54 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $360 Shares 1,921 Est. Cost $161.00 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $360 Shares 989 Est. Cost $291.04 Unrealized +13.5%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $349 Shares 1,866 Est. Cost $137.88 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $339 Shares 565 Est. Cost $182.38 Unrealized -1.7%
SRVR PACER FDS TR 0.1%
Value ($000) $339 Shares 9,538 Est. Cost $35.54 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $324 Shares 8,238 Est. Cost $39.33 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $320 Shares 313 Est. Cost $749.93 Unrealized 0.0%
FDN FIRST TR NASDAQ-100 TECH IND 0.1%
Value ($000) $312 Shares 1,831 Est. Cost $123.64 Unrealized
XYZ SQUARE INC 0.1%
Value ($000) $298 Shares 2,451 Est. Cost $76.56 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $289 Shares 1,315 Est. Cost $212.27 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $287 Shares 15,097 Est. Cost $13.94 Unrealized -1.0%
ADBE ADOBE INC 0.1%
Value ($000) $286 Shares 655 Est. Cost $370.53 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $286 Shares 4,970 Est. Cost $47.79 Unrealized 0.0%
QTEC FIRST TRUST PORTFOLIOS LP 0.1%
Value ($000) $277 Shares 2,535 Est. Cost $78.12 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $277 Shares 4,803 Est. Cost $57.67 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $277 Shares 2,500 Est. Cost $73.19 Unrealized 0.0%
SPLB SPDR SER TR 0.1%
Value ($000) $274 Shares 8,656 Est. Cost $31.65 Unrealized
PSK SPDR SER TR 0.1%
Value ($000) $270 Shares 6,443 Est. Cost $41.91 Unrealized
ARKW ARK ETF TR 0.1%
Value ($000) $269 Shares 3,170 Est. Cost $84.86 Unrealized
BA BOEING CO 0.1%
Value ($000) $263 Shares 1,549 Est. Cost $153.71 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $262 Shares 1,550 Est. Cost $141.44 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $256 Shares 16,903 Est. Cost $12.53 Unrealized -13.4%
ABT ABBOTT LABS 0.1%
Value ($000) $254 Shares 2,672 Est. Cost $81.94 Unrealized 0.0%
HYLB DBX ETF TR 0.1%
Value ($000) $252 Shares 5,385 Est. Cost $46.80 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $252 Shares 4,578 Est. Cost $55.05 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $242 Shares 2,897 Est. Cost $83.53 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $241 Shares 2,112 Est. Cost $93.55 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $234 Shares 4,316 Est. Cost $44.57 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $232 Shares 736 Est. Cost $24.52 Unrealized 0.0%
ARKG ARK ETF TR 0.1%
Value ($000) $227 Shares 4,348 Est. Cost $52.21 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $215 Shares 5,747 Est. Cost $37.41 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $213 Shares 1,000 Est. Cost $175.54 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $212 Shares 3,358 Est. Cost $44.25 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $211 Shares 6,906 Est. Cost $21.09 Unrealized 0.0%
VMC VULCAN MATLS CO 0.1%
Value ($000) $209 Shares 1,804 Est. Cost $104.50 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $206 Shares 5,605 Est. Cost $27.85 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $205 Shares 1,071 Est. Cost $182.62 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $201 Shares 2,766 Est. Cost $54.79 Unrealized 0.0%
CAT CATERPILLAR INC DEL 0.1%
Value ($000) $201 Shares 1,542 Est. Cost $106.19 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $201 Shares 5,491 Est. Cost $28.97 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $188 Shares 28,586 Est. Cost $6.58 Unrealized
NIO NIO INC 0.1%
Value ($000) $183 Shares 15,400 Est. Cost $11.88 Unrealized
NANTKWEST INC 0.1%
Value ($000) $175 Shares 14,502 Est. Cost $12.07 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $174 Shares 27,008 Est. Cost $6.44 Unrealized
BB BLACKBERRY LTD 0.1%
Value ($000) $158 Shares 32,470 Est. Cost $4.52 Unrealized 0.0%
CRON CRONOS GROUP INC 0.0%
Value ($000) $140 Shares 21,750 Est. Cost $6.11 Unrealized 0.0%
ATRO ASTRONICS CORP 0.0%
Value ($000) $102 Shares 11,000 Est. Cost $9.38 Unrealized 0.0%
DARE BIOSCIENCE INC 0.0%
Value ($000) $102 Shares 97,500 Est. Cost $1.01 Unrealized
COLONY CR REAL ESTATE INC 0.0%
Value ($000) $94 Shares 14,907 Est. Cost $6.31 Unrealized
SUNWQ SUNWORKS INC 0.0%
Value ($000) $33 Shares 25,000 Est. Cost $0.48 Unrealized 0.0%
GLOBALSTAR INC 0.0%
Value ($000) $27 Shares 68,255 Est. Cost $0.29 Unrealized
ADVAXIS INC 0.0%
Value ($000) $20 Shares 34,000 Est. Cost $0.59 Unrealized
DTEAF DAVIDSTEA INC 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $0.84 Unrealized 0.0%