Founders Capital Management Top Holdings and 13F Report (2025) About Founders Capital ManagementInvestment ActivityFounders Capital Management has $157.96 million in total holdings as of December 31, 2024.Founders Capital Management owns shares of 368 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 1.03% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Founders Capital Management has purchased 376 new stocks and bought additional shares in 39 stocks.Founders Capital Management sold shares of 46 stocks and completely divested from 24 stocks this quarter.Largest Holdings Invesco QQQ $15,908,578Microsoft $11,037,701Apple $9,736,376JPMorgan Chase & Co. $8,442,814SPDR Portfolio S&P 500 Growth ETF $7,519,606 Largest New Holdings this Quarter Vistra $27,574 HoldingNasdaq $27,059 HoldingAdvance Auto Parts $23,645 HoldingChesapeake Energy $19,910 HoldingOrganigram $11,270 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Small Company Index ETF 36,467 shares (about $1.08M)SPDR Portfolio S&P 500 Growth ETF 820 shares (about $72.08K)Invesco S&P 500 Equal Weight ETF 352 shares (about $61.67K)Sony Group 1,604 shares (about $33.94K)Schwab US Dividend Equity ETF 1,200 shares (about $32.78K) Largest Sales this Quarter Chevron 2,450 shares (about $354.86K)Exxon Mobil 3,037 shares (about $326.69K)Devon Energy 9,215 shares (about $304.10K)Corning 5,016 shares (about $238.36K)Air Products and Chemicals 818 shares (about $237.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFounders Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$15,908,578$41,921 ▼-0.3%31,11810.1%FinanceMSFTMicrosoft$11,037,701$178,714 ▼-1.6%26,1877.0%Computer and TechnologyAAPLApple$9,736,376$167,031 ▼-1.7%38,8806.2%Computer and TechnologyJPMJPMorgan Chase & Co.$8,442,814$184,816 ▼-2.1%35,2215.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$7,519,606$72,078 ▲1.0%85,5474.8%ETFGLWCorning$7,049,919$238,360 ▼-3.3%148,3574.5%Computer and TechnologyRTXRTX$6,327,217$198,807 ▼-3.0%54,6774.0%AerospaceSPYSPDR S&P 500 ETF Trust$6,064,490$99,629 ▼-1.6%10,3483.8%FinanceXOMExxon Mobil$6,050,843$326,692 ▼-5.1%56,2503.8%Oils/EnergyABBVAbbVie$5,602,720$193,694 ▼-3.3%31,5293.5%MedicalEMREmerson Electric$5,490,462$182,673 ▼-3.2%44,3033.5%Industrial ProductsAPDAir Products and Chemicals$5,417,653$237,253 ▼-4.2%18,6793.4%Basic MaterialsJNJJohnson & Johnson$5,039,836$95,304 ▼-1.9%34,8493.2%MedicalCVXChevron$5,004,579$354,863 ▼-6.6%34,5523.2%Oils/EnergyLMTLockheed Martin$4,799,370$129,752 ▼-2.6%9,8763.0%AerospaceMRKMerck & Co., Inc.$4,359,241$145,441 ▼-3.2%43,8202.8%MedicalADBEAdobe$3,554,766$19,566 ▼-0.5%7,9942.3%Computer and TechnologyMCDMcDonald's$3,226,038$59,140 ▼-1.8%11,1282.0%Retail/WholesaleLOWLowe's Companies$2,493,064$188,053 ▼-7.0%10,1021.6%Retail/WholesaleHDHome Depot$2,281,232$120,966 ▼-5.0%5,8651.4%Retail/WholesaleNOCNorthrop Grumman$2,266,896$121,558 ▼-5.1%4,8301.4%AerospaceGOOGAlphabet$2,169,302$21,901 ▲1.0%11,3911.4%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company Index ETF$2,132,401$1,083,070 ▲103.2%71,7981.3%ETFSLBSchlumberger$1,472,103$210,985 ▼-12.5%38,3960.9%Oils/EnergyPEPPepsiCo$1,433,162$26,610 ▼-1.8%9,4250.9%Consumer StaplesKOCoca-Cola$953,294$106,337 ▼-10.0%15,3120.6%Consumer StaplesBITQBitwise Crypto Industry Innovators ETF$787,716$17,566 ▲2.3%46,6380.5%ETFAMZNAmazon.com$731,007$5,265 ▲0.7%3,3320.5%Retail/WholesaleBABoeing$694,249$98,597 ▼-12.4%3,9220.4%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$596,801$4,254 ▲0.7%1,4030.4%FinanceTXNTexas Instruments$593,6570.0%3,1660.4%Computer and TechnologyPFEPfizer$587,816$84,364 ▼-12.6%22,1570.4%MedicalWMTWalmart$523,398$542 ▲0.1%5,7930.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$507,208$61,671 ▲13.8%2,8950.3%ETFCOSTCostco Wholesale$426,9820.0%4660.3%Retail/WholesalePGProcter & Gamble$409,3790.0%2,4420.3%Consumer StaplesORCLOracle$407,1020.0%2,4430.3%Computer and TechnologyCMCSAComcast$396,238$167,307 ▼-29.7%10,5580.3%Consumer DiscretionaryWFCWells Fargo & Company$347,1170.0%4,9420.2%FinanceOKEONEOK$345,7780.0%3,4440.2%Oils/EnergyEPDEnterprise Products Partners$333,040$31 ▲0.0%10,6200.2%Oils/EnergyVLOValero Energy$322,4120.0%2,6300.2%Oils/EnergyMAMastercard$310,676$52,657 ▼-14.5%5900.2%Business ServicesGOOGLAlphabet$300,041$18,930 ▼-5.9%1,5850.2%Computer and TechnologyBRK.BBerkshire Hathaway$292,3660.0%6450.2%FinanceSCHWCharles Schwab$272,3570.0%3,6800.2%FinancePSAPublic Storage$254,5240.0%8500.2%FinanceIBMInternational Business Machines$252,8050.0%1,1500.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$226,907$638 ▲0.3%1,7780.1%ETFBACBank of America$217,087$440 ▼-0.2%4,9390.1%FinanceAMATApplied Materials$215,282$325 ▲0.2%1,3240.1%Computer and TechnologyTSLATesla$214,8430.0%5320.1%Auto/Tires/TrucksIWBiShares Russell 1000 ETF$199,0950.0%6180.1%ETFVVisa$195,6290.0%6190.1%Business ServicesUNHUnitedHealth Group$190,2790.0%3760.1%MedicalIWDiShares Russell 1000 Value ETF$182,1680.0%9840.1%ETFGSThe Goldman Sachs Group$172,9310.0%3020.1%FinanceHESHess$172,9130.0%1,3000.1%Oils/EnergyXELXcel Energy$168,8000.0%2,5000.1%UtilitiesIYWiShares U.S. Technology ETF$151,3840.0%9490.1%ManufacturingDISWalt Disney$151,213$1,893 ▲1.3%1,3580.1%Consumer DiscretionarySCIService Co. International$150,7000.0%1,8880.1%Consumer StaplesHEIHEICO$147,1610.0%6190.1%AerospaceNVDANVIDIA$138,324$5,372 ▲4.0%1,0300.1%Computer and TechnologyVUGVanguard Growth ETF$132,9830.0%3240.1%ETFUALUnited Airlines$123,3170.0%1,2700.1%TransportationXUnited States Steel$118,9650.0%3,5000.1%Basic MaterialsIVEiShares S&P 500 Value ETF$115,8640.0%6070.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$111,3000.0%1,5900.1%ETFXLEEnergy Select Sector SPDR Fund$109,017$2,997 ▲2.8%1,2730.1%ETFPPIHPerma-Pipe International$107,6400.0%7,2000.1%Industrial ProductsVBVanguard Small-Cap ETF$107,1650.0%4460.1%ETFAMGNAmgen$106,6020.0%4090.1%MedicalROPRoper Technologies$103,9700.0%2000.1%Computer and TechnologyLITGlobal X Lithium & Battery Tech ETF$103,051$33,440 ▼-24.5%2,5270.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$102,3870.0%1,1260.1%ETFGDGeneral Dynamics$101,444$22,397 ▲28.3%3850.1%AerospaceIHIiShares U.S. Medical Devices ETF$98,617$175 ▲0.2%1,6900.1%ETFCCitigroup$98,5460.0%1,4000.1%FinanceARAntero Resources$98,1400.0%2,8000.1%Oils/EnergyENBEnbridge$94,2790.0%2,2220.1%Oils/EnergyPLABPhotronics$94,2400.0%4,0000.1%Computer and TechnologyGILDGilead Sciences$93,4780.0%1,0120.1%MedicalCOPConocoPhillips$92,452$25,196 ▲37.5%9320.1%Oils/EnergyTIPiShares TIPS Bond ETF$89,8170.0%8430.1%ETFNFLXNetflix$89,1320.0%1000.1%Consumer DiscretionaryETEnergy Transfer$88,997$6,876 ▲8.4%4,5430.1%Oils/EnergyGLDSPDR Gold Shares$87,1670.0%3600.1%FinanceNWPXNorthwest Pipe$86,8680.0%1,8000.1%Industrial ProductsMUMicron Technology$84,1600.0%1,0000.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$83,9400.0%3610.1%ETFPAGPenske Automotive Group$83,8420.0%5500.1%Retail/WholesaleCSCOCisco Systems$83,812$51,554 ▼-38.1%1,4160.1%Computer and TechnologyPRUPrudential Financial$82,9710.0%7000.1%FinanceCATCaterpillar$82,4680.0%2270.1%Industrial ProductsWDCWestern Digital$80,5010.0%1,3500.1%Computer and TechnologyVOVanguard Mid-Cap ETF$80,0310.0%3030.1%ETFIJHiShares Core S&P Mid-Cap ETF$79,628$62 ▲0.1%1,2780.1%ETFFRDFriedman Industries$76,4500.0%5,0000.0%Industrial ProductsIVOGVanguard S&P Mid-Cap 400 Growth ETF$75,8400.0%6730.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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