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 13 of 23

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GENERAL ELECTRIC CO

GE|369604301

Shares:4.3K

Value:$868.0K

% of Portfolio:0.1% ($868.0K/$1.2B)

46137V233

Shares:18.8K

Value:$857.6K

% of Portfolio:0.1% ($857.6K/$1.2B)

EQUINIX INC

EQIX|29444U700

Shares:1.0K

Value:$848.9K

% of Portfolio:0.1% ($848.9K/$1.2B)

Airbnb, Inc.

ABNB|009066101

Shares:6.9K

Value:$846.7K

% of Portfolio:0.1% ($846.7K/$1.2B)

Monster Beverage Corp

MNST|61174X109

Shares:14.4K

Value:$845.0K

% of Portfolio:0.1% ($845.0K/$1.2B)

33740U505

Shares:19.7K

Value:$844.2K

% of Portfolio:0.1% ($844.2K/$1.2B)

33740F763

Shares:17.4K

Value:$843.8K

% of Portfolio:0.1% ($843.8K/$1.2B)

Marathon Petroleum Corp

MPC|56585A102

Shares:6.1K

Value:$836.8K

% of Portfolio:0.1% ($836.8K/$1.2B)

464287291

Shares:10.9K

Value:$833.5K

% of Portfolio:0.1% ($833.5K/$1.2B)

464287846

Shares:6.2K

Value:$832.6K

% of Portfolio:0.1% ($832.6K/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$797.8K

% of Portfolio:0.1% ($797.8K/$1.2B)

81369Y100

XLB|81369Y100

Shares:9.6K

Value:$791.6K

% of Portfolio:0.1% ($791.6K/$1.2B)

33740F664

Shares:18.8K

Value:$773.3K

% of Portfolio:0.1% ($773.3K/$1.2B)

33740F599

Shares:18.2K

Value:$761.5K

% of Portfolio:0.1% ($761.5K/$1.2B)

33740F862

Shares:16.9K

Value:$760.7K

% of Portfolio:0.1% ($760.7K/$1.2B)

33740U307

Shares:17.2K

Value:$759.0K

% of Portfolio:0.1% ($759.0K/$1.2B)

33740F623

Shares:17.3K

Value:$757.3K

% of Portfolio:0.1% ($757.3K/$1.2B)

33740U208

Shares:16.0K

Value:$756.6K

% of Portfolio:0.1% ($756.6K/$1.2B)

33740F722

Shares:15.3K

Value:$755.4K

% of Portfolio:0.1% ($755.4K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:75.2K

Value:$753.9K

% of Portfolio:0.1% ($753.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	4.3K	QoQ +0.44% (+19) YoY +6.66% (+270)	All Managers (Combined)	$868.0K	0.1% ($868.0K/$1.2B)	QoQ +20.96% (+$150.4K) YoY +22.06% (+$156.9K)
(cusip46137V233)✕	18.8K	QoQ +369.27% (+14.8K) YoY NEW(+18.8K)	All Managers (Combined)	$857.6K	0.1% ($857.6K/$1.2B)	QoQ +328.49% (+$657.5K) YoY NEW(+$857.6K)
EQUINIX INC(EQIXcusip29444U700)	1.0K	QoQ +18.09% (+154) YoY +48.44% (+328)	All Managers (Combined)	$848.9K	0.1% ($848.9K/$1.2B)	QoQ +5.79% (+$46.5K) YoY +51.92% (+$290.2K)
Airbnb, Inc.(ABNBcusip009066101)	6.9K	QoQ +43.63% (+2.1K) YoY +212.70% (+4.7K)	All Managers (Combined)	$846.7K	0.1% ($846.7K/$1.2B)	QoQ +34.76% (+$218.4K) YoY +133.73% (+$484.4K)
Monster Beverage Corp(MNSTcusip61174X109)	14.4K	QoQ +16.44% (+2.0K) YoY +35.03% (+3.7K)	All Managers (Combined)	$845.0K	0.1% ($845.0K/$1.2B)	QoQ +29.57% (+$192.9K) YoY +33.23% (+$210.8K)
(cusip33740U505)✕	19.7K	QoQ +38.36% (+5.5K) YoY NEW(+19.7K)	All Managers (Combined)	$844.2K	0.1% ($844.2K/$1.2B)	QoQ +33.28% (+$210.8K) YoY NEW(+$844.2K)
(cusip33740F763)✕	17.4K	QoQ +48.18% (+5.7K) YoY NEW(+17.4K)	All Managers (Combined)	$843.8K	0.1% ($843.8K/$1.2B)	QoQ +44.11% (+$258.3K) YoY NEW(+$843.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	6.1K	QoQ +5.44% (+314) YoY +50.24% (+2.0K)	All Managers (Combined)	$836.8K	0.1% ($836.8K/$1.2B)	QoQ +3.99% (+$32.1K) YoY +2.58% (+$21.1K)
(cusip464287291)✕	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$833.5K	0.1% ($833.5K/$1.2B)	QoQ NEW(+$833.5K) YoY NEW(+$833.5K)
(cusip464287846)✕	6.2K	QoQ -0.54% (-34) YoY -9.77% (-672)	All Managers (Combined)	$832.6K	0.1% ($832.6K/$1.2B)	QoQ -6.68% (-$59.6K) YoY -5.43% (-$47.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$797.8K	0.1% ($797.8K/$1.2B)	QoQ NEW(+$797.8K) YoY NEW(+$797.8K)
(XLBcusip81369Y100)	9.6K	QoQ NEW(+9.6K) YoY +77.90% (+4.2K)	All Managers (Combined)	$791.6K	0.1% ($791.6K/$1.2B)	QoQ NEW(+$791.6K) YoY +58.52% (+$292.2K)
(cusip33740F664)✕	18.8K	QoQ +43.29% (+5.7K) YoY NEW(+18.8K)	All Managers (Combined)	$773.3K	0.1% ($773.3K/$1.2B)	QoQ +38.31% (+$214.2K) YoY NEW(+$773.3K)
(cusip33740F599)✕	18.2K	QoQ +43.90% (+5.6K) YoY NEW(+18.2K)	All Managers (Combined)	$761.5K	0.1% ($761.5K/$1.2B)	QoQ +39.01% (+$213.7K) YoY NEW(+$761.5K)
(cusip33740F862)✕	16.9K	QoQ +44.20% (+5.2K) YoY NEW(+16.9K)	All Managers (Combined)	$760.7K	0.1% ($760.7K/$1.2B)	QoQ +39.52% (+$215.5K) YoY NEW(+$760.7K)
(cusip33740U307)✕	17.2K	QoQ +44.47% (+5.3K) YoY NEW(+17.2K)	All Managers (Combined)	$759.0K	0.1% ($759.0K/$1.2B)	QoQ +39.90% (+$216.5K) YoY NEW(+$759.0K)
(cusip33740F623)✕	17.3K	QoQ +44.22% (+5.3K) YoY NEW(+17.3K)	All Managers (Combined)	$757.3K	0.1% ($757.3K/$1.2B)	QoQ +37.87% (+$208.0K) YoY NEW(+$757.3K)
(cusip33740U208)✕	16.0K	QoQ +44.26% (+4.9K) YoY NEW(+16.0K)	All Managers (Combined)	$756.6K	0.1% ($756.6K/$1.2B)	QoQ +38.99% (+$212.3K) YoY NEW(+$756.6K)
(cusip33740F722)✕	15.3K	QoQ +44.37% (+4.7K) YoY NEW(+15.3K)	All Managers (Combined)	$755.4K	0.1% ($755.4K/$1.2B)	QoQ +38.88% (+$211.5K) YoY NEW(+$755.4K)
FORD MOTOR CO(Fcusip345370860)	75.2K	QoQ +11.96% (+8.0K) YoY +11.16% (-7.6K)	All Managers (Combined)	$753.9K	0.1% ($753.9K/$1.2B)	QoQ +13.32% (+$88.6K) YoY -16.12% (-$144.9K)