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

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33740U885

Shares:18.8K

Value:$747.1K

% of Portfolio:0.1% ($747.1K/$1.2B)

922908751

VB|922908751

Shares:3.5K

Value:$745.4K

% of Portfolio:0.1% ($745.4K/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.8K

Value:$743.1K

% of Portfolio:0.1% ($743.1K/$1.2B)

STARBUCKS CORP

SBUX|855244109

Shares:8.6K

Value:$724.3K

% of Portfolio:0.1% ($724.3K/$1.2B)

464287440

IEF|464287440

Shares:7.6K

Value:$722.4K

% of Portfolio:0.1% ($722.4K/$1.2B)

33740F805

Shares:16.5K

Value:$719.1K

% of Portfolio:0.1% ($719.1K/$1.2B)

922908553

VNQ|922908553

Shares:8.2K

Value:$718.0K

% of Portfolio:0.1% ($718.0K/$1.2B)

Shell plc

SHEL|780259305

Shares:10.7K

Value:$706.5K

% of Portfolio:0.1% ($706.5K/$1.2B)

EDISON INTERNATIONAL

EIX|281020107

Shares:12.0K

Value:$700.5K

% of Portfolio:0.1% ($700.5K/$1.2B)

Zoetis Inc.

ZTS|98978V103

Shares:4.5K

Value:$695.7K

% of Portfolio:0.1% ($695.7K/$1.2B)

AT&T INC.

T|00206R102

Shares:25.4K

Value:$691.4K

% of Portfolio:0.1% ($691.4K/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:8.6K

Value:$690.3K

% of Portfolio:0.1% ($690.3K/$1.2B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:6.5K

Value:$676.0K

% of Portfolio:0.1% ($676.0K/$1.2B)

464287309

IVW|464287309

Shares:7.1K

Value:$671.3K

% of Portfolio:0.1% ($671.3K/$1.2B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:13.2K

Value:$669.3K

% of Portfolio:0.1% ($669.3K/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:4.1K

Value:$666.3K

% of Portfolio:0.1% ($666.3K/$1.2B)

GSK plc

GSK|37733W204

Shares:17.3K

Value:$659.5K

% of Portfolio:0.1% ($659.5K/$1.2B)

33733E104

Shares:7.5K

Value:$649.3K

% of Portfolio:0.1% ($649.3K/$1.2B)

PEPSICO INC

PEP|713448108

Shares:4.8K

Value:$641.5K

% of Portfolio:0.1% ($641.5K/$1.2B)

922042874

VGK|922042874

Shares:8.8K

Value:$639.0K

% of Portfolio:0.1% ($639.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740U885)✕	18.8K	QoQ +41.71% (+5.5K) YoY NEW(+18.8K)	All Managers (Combined)	$747.1K	0.1% ($747.1K/$1.2B)	QoQ +36.38% (+$199.3K) YoY NEW(+$747.1K)
(VBcusip922908751)	3.5K	QoQ +229.89% (+2.4K) YoY NEW(+3.5K)	All Managers (Combined)	$745.4K	0.1% ($745.4K/$1.2B)	QoQ +196.30% (+$493.8K) YoY NEW(+$745.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.8K	QoQ +36.36% (+748) YoY +90.16% (+1.3K)	All Managers (Combined)	$743.1K	0.1% ($743.1K/$1.2B)	QoQ +21.73% (+$132.7K) YoY +121.24% (+$407.2K)
STARBUCKS CORP(SBUXcusip855244109)	8.6K	QoQ +5.55% (-454) YoY +38.12% (+2.4K)	All Managers (Combined)	$724.3K	0.1% ($724.3K/$1.2B)	QoQ -2.94% (-$22.0K) YoY +26.80% (+$153.1K)
(IEFcusip464287440)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$722.4K	0.1% ($722.4K/$1.2B)	QoQ NEW(+$722.4K) YoY NEW(+$722.4K)
(cusip33740F805)✕	16.5K	QoQ -6.90% (-1.2K) YoY +52.38% (+5.7K)	All Managers (Combined)	$719.1K	0.1% ($719.1K/$1.2B)	QoQ -5.40% (-$41.1K) YoY +52.59% (+$247.9K)
(VNQcusip922908553)	8.2K	QoQ +37.50% (+2.2K) YoY +20.46% (+1.4K)	All Managers (Combined)	$718.0K	0.1% ($718.0K/$1.2B)	QoQ +35.15% (+$186.8K) YoY +21.95% (+$129.3K)
Shell plc(SHELcusip780259305)	10.7K	QoQ -3.31% (-367) YoY -2.14% (-235)	All Managers (Combined)	$706.5K	0.1% ($706.5K/$1.2B)	QoQ +1.88% (-$13.1K) YoY -3.63% (-$26.7K)
EDISON INTERNATIONAL(EIXcusip281020107)	12.0K	QoQ +19.61% (-2.0K) YoY +16.26% (-1.7K)	All Managers (Combined)	$700.5K	0.1% ($700.5K/$1.2B)	QoQ -12.57% (-$100.8K) YoY -4.08% (-$29.8K)
Zoetis Inc.(ZTScusip98978V103)	4.5K	QoQ +16.12% (+629) YoY +36.85% (+1.2K)	All Managers (Combined)	$695.7K	0.1% ($695.7K/$1.2B)	QoQ +9.45% (+$60.1K) YoY +24.20% (+$135.6K)
AT&T INC.(Tcusip00206R102)	25.4K	QoQ NEW(+25.4K) YoY NEW(+25.4K)	All Managers (Combined)	$691.4K	0.1% ($691.4K/$1.2B)	QoQ NEW(+$691.4K) YoY NEW(+$691.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	8.6K	QoQ +1.59% (+135) YoY -15.67% (-1.6K)	All Managers (Combined)	$690.3K	0.1% ($690.3K/$1.2B)	QoQ +10.06% (+$63.1K) YoY -6.54% (-$48.3K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$676.0K	0.1% ($676.0K/$1.2B)	QoQ NEW(+$676.0K) YoY NEW(+$676.0K)
(IVWcusip464287309)	7.1K	QoQ +12.56% (+797) YoY +11.81% (+754)	All Managers (Combined)	$671.3K	0.1% ($671.3K/$1.2B)	QoQ +4.26% (+$27.5K) YoY +24.51% (+$132.2K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	13.2K	QoQ +6.31% (-781) YoY +6409.90% (+12.9K)	All Managers (Combined)	$669.3K	0.1% ($669.3K/$1.2B)	QoQ -10.25% (-$76.5K) YoY +13.99% (+$82.2K)
Alphabet Inc.(GOOGcusip02079K107)	4.1K	QoQ +43.16% (+1.2K) YoY +56.18% (+1.5K)	All Managers (Combined)	$666.3K	0.1% ($666.3K/$1.2B)	QoQ +22.09% (+$120.6K) YoY +66.58% (+$266.4K)
GSK plc(GSKcusip37733W204)	17.3K	QoQ -0.90% (-159) YoY +0.63% (-109)	All Managers (Combined)	$659.5K	0.1% ($659.5K/$1.2B)	QoQ +11.51% (-$68.1K) YoY -10.65% (-$78.7K)
(cusip33733E104)✕	7.5K	QoQ +72.99% (+3.1K) YoY +98.37% (+3.7K)	All Managers (Combined)	$649.3K	0.1% ($649.3K/$1.2B)	QoQ +71.66% (+$271.1K) YoY +101.84% (+$327.6K)
PEPSICO INC(PEPcusip713448108)	4.8K	QoQ +72.89% (+2.0K) YoY +89.71% (+2.3K)	All Managers (Combined)	$641.5K	0.1% ($641.5K/$1.2B)	QoQ +52.06% (+$219.7K) YoY +44.98% (+$199.0K)
(VGKcusip922042874)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$639.0K	0.1% ($639.0K/$1.2B)	QoQ NEW(+$639.0K) YoY NEW(+$639.0K)