Changes in Investment Holdings: Founders Financial Securities LLC Q3 2022 vs. Q4 2022

Investment holdings are a crucial aspect of the financial market. As investors make trades, they shift their holdings in various funds, ETFs, and stocks. These changes can be crucial indicators of shifts in investment strategy, market trends, and individual performance.

In this article, we'll take a closer look at the changes in investment holdings for Founders Financial Securities LLC between Q3 2022 and Q4 2022. We've compiled data from the latest 13F filings to analyze the changes in shares and value for the firm across numerous securities.

Overview of Founders Financial Securities LLC

Founders Financial Securities LLC is an investment firm headquartered in Austin, Texas. They specialize in equities, options, and futures trades. Their team consists of experienced financial professionals who have a deep understanding of the financial markets.

Founders Financial Securities LLC holds positions in a variety of securities, including ETFs and stocks. In this article, we'll take a closer look at some of the most significant shifts in their holdings between Q3 2022 and Q4 2022.

Shifts in Shares and Value

When analyzing changes in investment holdings, it's essential to look at both the shift in shares and the change in value. Here's a breakdown of some of the most significant changes in holdings for Founders Financial Securities LLC:

SPDR S&P BIOTECH ETF (XBI)

Founders Financial Securities LLC held 63,145 shares of XBI in Q3 2022. In Q4 2022, they increased their holdings by 27% to 80,000 shares. The value of their holdings increased from $10.5 million to $12.5 million, a notable 19% increase.

SPDR S&P 500 ETF (SPY)

The firm's holdings in SPY decreased from 34,114 shares in Q3 2022 to 28,738 shares in Q4 2022. The value of their holdings decreased by 23%, from $11.4 million to $8.8 million.

SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

Founders Financial Securities LLC increased their holdings of XOP from 57,540 shares in Q3 2022 to 87,429 shares in Q4 2022. The value of their holdings increased by 57%, from $1.6 million to $2.5 million.

Conclusion

Overall, the Q3 2022 vs. Q4 2022 13F holdings comparison for Founders Financial Securities LLC highlights some interesting changes in investment strategy. While the firm decreased their holdings in some securities, such as SPY, they increased their holdings in others, such as XBI and XOP.

It's crucial to note that 13F filings only provide a snapshot of a specific moment in time. As such, it's important to keep an eye on these investment holdings as trends emerge over time.

Investors can use this information to gain insights into Founders Financial Securities LLC's investment moves, and perhaps even utilize this information while making their own investment decisions.