Founders-Financial-Securities

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HOOD",
  "GDX",
  null,
  "TROW",
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  null,
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "ARRY",
  "ASML",
  "T",
  "AWF",
  "CAT",
  "BUD",
  "AVGO",
  "AUB",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  "CSQ",
  null,
  "CRON",
  null,
  null,
  null,
  null,
  "COF",
  null,
  "DUK",
  null,
  "EBAY",
  null,
  null,
  "EOG",
  null,
  "FCX",
  "TMC",
  null,
  "CION",
  "FITB",
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "BRSP",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EVGO",
  null,
  "UNP",
  null,
  null,
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "HTD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "NAK",
  null,
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  "BZFD",
  "CNVS",
  null,
  "MPC",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EQIX",
  "EQT",
  "EXC",
  "BZFDW",
  null,
  "GE",
  "NVS",
  null,
  null,
  null,
  null,
  null,
  null,
  "PCAR",
  "DLN",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SRE",
  "O",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "VNQ",
  "VO",
  "ASC",
  "MET",
  "VV",
  "VOE",
  "SCHW",
  "MNST",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "KOPN",
  "LYG",
  "TTE",
  null,
  null,
  null,
  "XLB",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "VRTX",
  null,
  "K",
  null,
  "ADSK",
  "GM",
  "AFL",
  "AMD",
  "AVB",
  "SDY",
  "F",
  "DEO",
  "WM",
  "IWP",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "WDAY",
  null,
  "IUSG",
  "BBEU",
  "DTE",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "MSCI",
  "EIX",
  "NSC",
  null,
  "JCI",
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "ARLP",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "PSA",
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CHRS",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "DE",
  "RSP",
  "EWJ",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 460
Total Value: 1179855056
Accession Number: 0001062993-25-009067
Form Type: 13F-HR
CIK: founders-financial-securities
Manager Name: Founders-Financial-Securities

Data Enrichment

59% identified

271 identified189 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

460 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 23

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CONOCOPHILLIPS

COP|20825C104

Shares:10.7K

Value:$991.1K

% of Portfolio:0.1% ($991.1K/$1.2B)

69344A883

Shares:20.1K

Value:$985.4K

% of Portfolio:0.1% ($985.4K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:1.6K

Value:$984.2K

% of Portfolio:0.1% ($984.2K/$1.2B)

33740F482

Shares:26.1K

Value:$963.4K

% of Portfolio:0.1% ($963.4K/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:5.0K

Value:$962.8K

% of Portfolio:0.1% ($962.8K/$1.2B)

33740U695

Shares:28.1K

Value:$958.4K

% of Portfolio:0.1% ($958.4K/$1.2B)

33740F516

Shares:25.6K

Value:$958.4K

% of Portfolio:0.1% ($958.4K/$1.2B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.3K

Value:$958.1K

% of Portfolio:0.1% ($958.1K/$1.2B)

33740F441

Shares:26.7K

Value:$954.7K

% of Portfolio:0.1% ($954.7K/$1.2B)

33740F458

Shares:26.0K

Value:$949.1K

% of Portfolio:0.1% ($949.1K/$1.2B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:3.5K

Value:$937.7K

% of Portfolio:0.1% ($937.7K/$1.2B)

Workday, Inc.

WDAY|98138H101

Shares:3.9K

Value:$935.5K

% of Portfolio:0.1% ($935.5K/$1.2B)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:16.3K

Value:$919.3K

% of Portfolio:0.1% ($919.3K/$1.2B)

33740F847

Shares:19.5K

Value:$901.7K

% of Portfolio:0.1% ($901.7K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:4.1K

Value:$898.8K

% of Portfolio:0.1% ($898.8K/$1.2B)

14020U100

Shares:34.1K

Value:$896.5K

% of Portfolio:0.1% ($896.5K/$1.2B)

EOG RESOURCES INC

EOG|26875P101

Shares:7.7K

Value:$883.9K

% of Portfolio:0.1% ($883.9K/$1.2B)

General Motors Co

GM|37045V100

Shares:18.7K

Value:$882.3K

% of Portfolio:0.1% ($882.3K/$1.2B)

EQT Corp

EQT|26884L109

Shares:17.1K

Value:$873.3K

% of Portfolio:0.1% ($873.3K/$1.2B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:13.4K

Value:$868.1K

% of Portfolio:0.1% ($868.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONOCOPHILLIPS(COPcusip20825C104)	10.7K	QoQ +8.16% (+805) YoY +14.65% (-1.4K)	All Managers (Combined)	$991.1K	0.1% ($991.1K/$1.2B)	QoQ +1.35% (+$13.3K) YoY -16.29% (-$192.9K)
(cusip69344A883)✕	20.1K	QoQ -89.34% (-168.3K) YoY -70.05% (-47.0K)	All Managers (Combined)	$985.4K	0.1% ($985.4K/$1.2B)	QoQ -89.60% (-$8.5M) YoY -71.17% (-$2.4M)
INTUIT INC.(INTUcusip461202103)	1.6K	QoQ +39.40% (+450) YoY +121.41% (+873)	All Managers (Combined)	$984.2K	0.1% ($984.2K/$1.2B)	QoQ +37.12% (+$266.5K) YoY +110.59% (+$516.9K)
(cusip33740F482)✕	26.1K	QoQ +101.66% (+13.2K) YoY NEW(+26.1K)	All Managers (Combined)	$963.4K	0.1% ($963.4K/$1.2B)	QoQ +98.69% (+$478.5K) YoY NEW(+$963.4K)
AbbVie Inc.(ABBVcusip00287Y109)	5.0K	QoQ +15.85% (+685) YoY +9.68% (+442)	All Managers (Combined)	$962.8K	0.1% ($962.8K/$1.2B)	QoQ +25.39% (+$195.0K) YoY +15.84% (+$131.7K)
(cusip33740U695)✕	28.1K	QoQ +105.20% (+14.4K) YoY NEW(+28.1K)	All Managers (Combined)	$958.4K	0.1% ($958.4K/$1.2B)	QoQ +100.34% (+$480.0K) YoY NEW(+$958.4K)
(cusip33740F516)✕	25.6K	QoQ +103.30% (+13.0K) YoY NEW(+25.6K)	All Managers (Combined)	$958.4K	0.1% ($958.4K/$1.2B)	QoQ +96.93% (+$471.7K) YoY NEW(+$958.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.3K	QoQ +1.65% (-37) YoY +11.52% (-235)	All Managers (Combined)	$958.1K	0.1% ($958.1K/$1.2B)	QoQ -17.66% (-$205.6K) YoY -19.15% (-$227.0K)
(cusip33740F441)✕	26.7K	QoQ +103.96% (+13.6K) YoY NEW(+26.7K)	All Managers (Combined)	$954.7K	0.1% ($954.7K/$1.2B)	QoQ +97.49% (+$471.3K) YoY NEW(+$954.7K)
(cusip33740F458)✕	26.0K	QoQ +100.70% (+13.0K) YoY NEW(+26.0K)	All Managers (Combined)	$949.1K	0.1% ($949.1K/$1.2B)	QoQ +95.50% (+$463.7K) YoY NEW(+$949.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	3.5K	QoQ +1.60% (-55) YoY +38.92% (+975)	All Managers (Combined)	$937.7K	0.1% ($937.7K/$1.2B)	QoQ -5.60% (-$55.7K) YoY +54.50% (+$330.8K)
Workday, Inc.(WDAYcusip98138H101)	3.9K	QoQ +21.67% (+695) YoY +64.66% (+1.5K)	All Managers (Combined)	$935.5K	0.1% ($935.5K/$1.2B)	QoQ +13.09% (+$108.3K) YoY +44.78% (+$289.4K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	16.3K	QoQ -5.74% (-995) YoY -6.04% (-1.1K)	All Managers (Combined)	$919.3K	0.1% ($919.3K/$1.2B)	QoQ +7.36% (-$63.0K) YoY +34.48% (-$235.7K)
(cusip33740F847)✕	19.5K	QoQ +34.96% (+5.1K) YoY NEW(+19.5K)	All Managers (Combined)	$901.7K	0.1% ($901.7K/$1.2B)	QoQ +30.49% (+$210.7K) YoY NEW(+$901.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	4.1K	QoQ +14.61% (+520) YoY +31.38% (+974)	All Managers (Combined)	$898.8K	0.1% ($898.8K/$1.2B)	QoQ +18.96% (+$143.3K) YoY +40.62% (+$259.7K)
(cusip14020U100)✕	34.1K	QoQ +46.96% (+10.9K) YoY NEW(+34.1K)	All Managers (Combined)	$896.5K	0.1% ($896.5K/$1.2B)	QoQ +45.74% (+$281.4K) YoY NEW(+$896.5K)
EOG RESOURCES INC(EOGcusip26875P101)	7.7K	QoQ -2.35% (-187) YoY -0.64% (-50)	All Managers (Combined)	$883.9K	0.1% ($883.9K/$1.2B)	QoQ -9.08% (-$88.3K) YoY -11.28% (-$112.5K)
General Motors Co(GMcusip37045V100)	18.7K	QoQ +13.78% (+2.3K) YoY -4.78% (-938)	All Managers (Combined)	$882.3K	0.1% ($882.3K/$1.2B)	QoQ +0.90% (+$7.9K) YoY -0.81% (-$7.2K)
EQT Corp(EQTcusip26884L109)	17.1K	QoQ -12.10% (-2.4K) YoY +108.23% (+8.9K)	All Managers (Combined)	$873.3K	0.1% ($873.3K/$1.2B)	QoQ -2.55% (-$22.9K) YoY +187.16% (+$569.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	13.4K	QoQ +20.85% (-2.3K) YoY +83.17% (+6.1K)	All Managers (Combined)	$868.1K	0.1% ($868.1K/$1.2B)	QoQ -8.06% (-$76.1K) YoY +77.54% (+$379.2K)