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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78467V848

Shares:15.7K

Value:$631.4K

% of Portfolio:0.1% ($631.4K/$1.2B)

TotalEnergies SE

TTE|89151E109

Shares:10.5K

Value:$629.7K

% of Portfolio:0.1% ($629.7K/$1.2B)

464287796

Shares:14.2K

Value:$626.5K

% of Portfolio:0.1% ($626.5K/$1.2B)

92204A504

VHT|92204A504

Shares:2.5K

Value:$622.5K

% of Portfolio:0.1% ($622.5K/$1.2B)

81369Y860

Shares:15.1K

Value:$614.0K

% of Portfolio:0.1% ($614.0K/$1.2B)

SYNOPSYS INC

SNPS|871607107

Shares:1.4K

Value:$613.1K

% of Portfolio:0.1% ($613.1K/$1.2B)

RIO TINTO PLC

RIO|767204100

Shares:10.0K

Value:$610.5K

% of Portfolio:0.1% ($610.5K/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.6K

Value:$609.1K

% of Portfolio:0.1% ($609.1K/$1.2B)

33741X102

Shares:18.6K

Value:$605.9K

% of Portfolio:0.1% ($605.9K/$1.2B)

464287408

IVE|464287408

Shares:3.3K

Value:$602.0K

% of Portfolio:0.1% ($602.0K/$1.2B)

BP PLC

BP|055622104

Shares:20.5K

Value:$595.7K

% of Portfolio:0.1% ($595.7K/$1.2B)

808524201

SCHX|808524201

Shares:26.8K

Value:$584.2K

% of Portfolio:0.0% ($584.2K/$1.2B)

Bank of New York Mellon Corp

BK|064058100

Shares:7.4K

Value:$583.5K

% of Portfolio:0.0% ($583.5K/$1.2B)

464288661

Shares:4.9K

Value:$582.6K

% of Portfolio:0.0% ($582.6K/$1.2B)

922907746

VTEB|922907746

Shares:11.9K

Value:$581.2K

% of Portfolio:0.0% ($581.2K/$1.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.2K

Value:$579.4K

% of Portfolio:0.0% ($579.4K/$1.2B)

464287481

IWP|464287481

Shares:4.8K

Value:$578.3K

% of Portfolio:0.0% ($578.3K/$1.2B)

74347R107

Shares:7.4K

Value:$578.1K

% of Portfolio:0.0% ($578.1K/$1.2B)

69344A107

Shares:11.6K

Value:$577.2K

% of Portfolio:0.0% ($577.2K/$1.2B)

464287465

EFA|464287465

Shares:6.5K

Value:$553.4K

% of Portfolio:0.0% ($553.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78467V848)✕	15.7K	QoQ +3.48% (+530) YoY +5.56% (+829)	All Managers (Combined)	$631.4K	0.1% ($631.4K/$1.2B)	QoQ +5.45% (+$32.7K) YoY +5.80% (+$34.6K)
TotalEnergies SE(TTEcusip89151E109)	10.5K	QoQ -3.64% (-396) YoY -2.92% (-316)	All Managers (Combined)	$629.7K	0.1% ($629.7K/$1.2B)	QoQ +6.22% (-$36.9K) YoY -15.26% (-$113.5K)
(cusip464287796)✕	14.2K	QoQ -6.62% (-1.0K) YoY -9.64% (-1.5K)	All Managers (Combined)	$626.5K	0.1% ($626.5K/$1.2B)	QoQ -9.86% (-$68.5K) YoY -19.54% (-$152.2K)
(VHTcusip92204A504)	2.5K	QoQ +5.83% (+136) YoY +30.07% (+570)	All Managers (Combined)	$622.5K	0.1% ($622.5K/$1.2B)	QoQ +5.34% (+$31.6K) YoY +21.42% (+$109.8K)
(cusip81369Y860)✕	15.1K	QoQ -26.52% (-5.4K) YoY +38.19% (+4.2K)	All Managers (Combined)	$614.0K	0.1% ($614.0K/$1.2B)	QoQ -26.32% (-$219.4K) YoY +42.56% (+$183.3K)
SYNOPSYS INC(SNPScusip871607107)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$613.1K	0.1% ($613.1K/$1.2B)	QoQ NEW(+$613.1K) YoY NEW(+$613.1K)
RIO TINTO PLC(RIOcusip767204100)	10.0K	QoQ -0.41% (-42) YoY +0.96% (-96)	All Managers (Combined)	$610.5K	0.1% ($610.5K/$1.2B)	QoQ +3.07% (-$18.2K) YoY -3.57% (-$22.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.6K	QoQ +1.53% (-190) YoY +1.36% (-169)	All Managers (Combined)	$609.1K	0.1% ($609.1K/$1.2B)	QoQ -13.00% (-$91.1K) YoY -9.42% (-$63.4K)
(cusip33741X102)✕	18.6K	QoQ -6.64% (-1.3K) YoY +128.27% (+10.5K)	All Managers (Combined)	$605.9K	0.1% ($605.9K/$1.2B)	QoQ -15.23% (-$108.9K) YoY +113.38% (+$322.0K)
(IVEcusip464287408)	3.3K	QoQ +10.89% (+324) YoY +12.28% (+361)	All Managers (Combined)	$602.0K	0.1% ($602.0K/$1.2B)	QoQ +6.02% (+$34.2K) YoY +9.67% (+$53.1K)
BP PLC(BPcusip055622104)	20.5K	QoQ -2.66% (-560) YoY -2.67% (-562)	All Managers (Combined)	$595.7K	0.1% ($595.7K/$1.2B)	QoQ -4.08% (-$25.3K) YoY -24.75% (-$196.0K)
(SCHXcusip808524201)	26.8K	QoQ NEW(+26.8K) YoY NEW(+26.8K)	All Managers (Combined)	$584.2K	0.0% ($584.2K/$1.2B)	QoQ NEW(+$584.2K) YoY NEW(+$584.2K)
Bank of New York Mellon Corp(BKcusip064058100)	7.4K	QoQ -5.05% (-394) YoY +5.14% (+362)	All Managers (Combined)	$583.5K	0.0% ($583.5K/$1.2B)	QoQ -2.48% (-$14.9K) YoY +43.99% (+$178.3K)
(cusip464288661)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$582.6K	0.0% ($582.6K/$1.2B)	QoQ NEW(+$582.6K) YoY NEW(+$582.6K)
(VTEBcusip922907746)	11.9K	QoQ +13.20% (+1.4K) YoY -7.59% (-976)	All Managers (Combined)	$581.2K	0.0% ($581.2K/$1.2B)	QoQ +10.45% (+$55.0K) YoY -10.67% (-$69.5K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.2K	QoQ +1.74% (+20) YoY -1.60% (-19)	All Managers (Combined)	$579.4K	0.0% ($579.4K/$1.2B)	QoQ +25.44% (+$117.5K) YoY +16.87% (-$83.6K)
(IWPcusip464287481)	4.8K	QoQ -57.47% (-6.5K) YoY +44.05% (+1.5K)	All Managers (Combined)	$578.3K	0.0% ($578.3K/$1.2B)	QoQ -59.52% (-$850.5K) YoY +52.25% (+$198.5K)
(cusip74347R107)✕	7.4K	QoQ +23.96% (+1.4K) YoY +78.47% (+3.2K)	All Managers (Combined)	$578.1K	0.0% ($578.1K/$1.2B)	QoQ +5.09% (+$28.0K) YoY +80.57% (+$258.0K)
(cusip69344A107)✕	11.6K	QoQ +169.51% (+7.3K) YoY NEW(+11.6K)	All Managers (Combined)	$577.2K	0.0% ($577.2K/$1.2B)	QoQ +170.00% (+$363.4K) YoY NEW(+$577.2K)
(EFAcusip464287465)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$553.4K	0.0% ($553.4K/$1.2B)	QoQ NEW(+$553.4K) YoY NEW(+$553.4K)