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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QUALCOMM INC/DE

QCOM|747525103

Shares:3.7K

Value:$548.2K

% of Portfolio:0.0% ($548.2K/$1.2B)

3M CO

MMM|88579Y101

Shares:4.0K

Value:$546.9K

% of Portfolio:0.0% ($546.9K/$1.2B)

BHP Group Ltd

BHP|088606108

Shares:11.3K

Value:$546.5K

% of Portfolio:0.0% ($546.5K/$1.2B)

CION Investment Corp

CION|17259U204

Shares:53.2K

Value:$539.3K

% of Portfolio:0.0% ($539.3K/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:3.2K

Value:$536.9K

% of Portfolio:0.0% ($536.9K/$1.2B)

808524409

Shares:20.9K

Value:$536.6K

% of Portfolio:0.0% ($536.6K/$1.2B)

KROGER CO

KR|501044101

Shares:7.5K

Value:$529.1K

% of Portfolio:0.0% ($529.1K/$1.2B)

PACCAR INC

PCAR|693718108

Shares:5.7K

Value:$525.4K

% of Portfolio:0.0% ($525.4K/$1.2B)

464287655

IWM|464287655

Shares:2.7K

Value:$524.6K

% of Portfolio:0.0% ($524.6K/$1.2B)

922908611

VBR|922908611

Shares:2.9K

Value:$523.6K

% of Portfolio:0.0% ($523.6K/$1.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:5.7K

Value:$520.1K

% of Portfolio:0.0% ($520.1K/$1.2B)

032108847

Shares:46.5K

Value:$520.0K

% of Portfolio:0.0% ($520.0K/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.2K

Value:$520.0K

% of Portfolio:0.0% ($520.0K/$1.2B)

46434G855

Shares:12.5K

Value:$514.5K

% of Portfolio:0.0% ($514.5K/$1.2B)

46429B655

Shares:9.9K

Value:$503.1K

% of Portfolio:0.0% ($503.1K/$1.2B)

FEDEX CORP

FDX|31428X106

Shares:2.4K

Value:$500.0K

% of Portfolio:0.0% ($500.0K/$1.2B)

14020Y102

Shares:21.7K

Value:$486.7K

% of Portfolio:0.0% ($486.7K/$1.2B)

78464A474

Shares:16.1K

Value:$486.4K

% of Portfolio:0.0% ($486.4K/$1.2B)

45783Y814

Shares:11.1K

Value:$485.2K

% of Portfolio:0.0% ($485.2K/$1.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:12.2K

Value:$484.3K

% of Portfolio:0.0% ($484.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	3.7K	QoQ +14.91% (+482) YoY +17.94% (+565)	All Managers (Combined)	$548.2K	0.0% ($548.2K/$1.2B)	QoQ +10.43% (+$51.8K) YoY +2.85% (+$15.2K)
3M CO(MMMcusip88579Y101)	4.0K	QoQ +63.23% (+1.5K) YoY NEW(+4.0K)	All Managers (Combined)	$546.9K	0.0% ($546.9K/$1.2B)	QoQ +74.40% (+$233.3K) YoY NEW(+$546.9K)
BHP Group Ltd(BHPcusip088606108)	11.3K	QoQ -1.62% (-187) YoY +3.29% (-360)	All Managers (Combined)	$546.5K	0.0% ($546.5K/$1.2B)	QoQ -2.45% (-$13.8K) YoY -13.30% (-$83.9K)
CION Investment Corp(CIONcusip17259U204)	53.2K	QoQ +42.94% (+16.0K) YoY +28.01% (+11.6K)	All Managers (Combined)	$539.3K	0.0% ($539.3K/$1.2B)	QoQ +27.14% (+$115.1K) YoY +18.00% (+$82.3K)
Philip Morris International Inc.(PMcusip718172109)	3.2K	QoQ +15.88% (+435) YoY +27.88% (+692)	All Managers (Combined)	$536.9K	0.0% ($536.9K/$1.2B)	QoQ +62.87% (+$207.3K) YoY +136.10% (+$309.5K)
(cusip808524409)✕	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$536.6K	0.0% ($536.6K/$1.2B)	QoQ NEW(+$536.6K) YoY NEW(+$536.6K)
KROGER CO(KRcusip501044101)	7.5K	QoQ -6.09% (-488) YoY -6.54% (-527)	All Managers (Combined)	$529.1K	0.0% ($529.1K/$1.2B)	QoQ +8.06% (-$39.5K) YoY +15.10% (-$69.4K)
PACCAR INC(PCARcusip693718108)	5.7K	QoQ -4.91% (-295) YoY -5.40% (-326)	All Managers (Combined)	$525.4K	0.0% ($525.4K/$1.2B)	QoQ -15.86% (-$99.1K) YoY -29.72% (-$222.2K)
(IWMcusip464287655)	2.7K	QoQ +43.67% (+818) YoY +49.41% (+890)	All Managers (Combined)	$524.6K	0.0% ($524.6K/$1.2B)	QoQ +26.77% (+$110.8K) YoY +38.48% (+$145.8K)
(VBRcusip922908611)	2.9K	QoQ +7.06% (-192) YoY +3.08% (-87)	All Managers (Combined)	$523.6K	0.0% ($523.6K/$1.2B)	QoQ -2.79% (-$15.1K) YoY -3.32% (-$18.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	5.7K	QoQ +3.34% (+185) YoY +1.81% (+102)	All Managers (Combined)	$520.1K	0.0% ($520.1K/$1.2B)	QoQ +3.40% (+$17.1K) YoY +2.84% (+$14.4K)
(cusip032108847)✕	46.5K	QoQ -13.92% (-7.5K) YoY -29.21% (-19.2K)	All Managers (Combined)	$520.0K	0.0% ($520.0K/$1.2B)	QoQ -16.38% (-$101.9K) YoY -34.32% (-$271.8K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.2K	QoQ -3.30% (-42) YoY -17.12% (-254)	All Managers (Combined)	$520.0K	0.0% ($520.0K/$1.2B)	QoQ +19.56% (-$85.1K) YoY +9.36% (-$44.5K)
(cusip46434G855)✕	12.5K	QoQ -1.57% (-200) YoY -2.60% (-334)	All Managers (Combined)	$514.5K	0.0% ($514.5K/$1.2B)	QoQ +44.22% (-$157.8K) YoY +58.62% (-$190.2K)
(cusip46429B655)✕	9.9K	QoQ +9.84% (+886) YoY +127.57% (+5.5K)	All Managers (Combined)	$503.1K	0.0% ($503.1K/$1.2B)	QoQ +9.86% (+$45.2K) YoY +126.82% (+$281.3K)
FEDEX CORP(FDXcusip31428X106)	2.4K	QoQ -0.33% (-8) YoY -4.63% (-115)	All Managers (Combined)	$500.0K	0.0% ($500.0K/$1.2B)	QoQ -25.05% (-$167.2K) YoY -30.39% (-$218.4K)
(cusip14020Y102)✕	21.7K	QoQ -7.97% (-1.9K) YoY -20.39% (-5.6K)	All Managers (Combined)	$486.7K	0.0% ($486.7K/$1.2B)	QoQ -7.10% (-$37.2K) YoY -20.57% (-$126.1K)
(cusip78464A474)✕	16.1K	QoQ -38.77% (-10.2K) YoY -37.83% (-9.8K)	All Managers (Combined)	$486.4K	0.0% ($486.4K/$1.2B)	QoQ -38.24% (-$301.2K) YoY -37.09% (-$286.9K)
(cusip45783Y814)✕	11.1K	QoQ -5.48% (-642) YoY -60.43% (-16.9K)	All Managers (Combined)	$485.2K	0.0% ($485.2K/$1.2B)	QoQ -7.71% (-$40.6K) YoY -58.43% (-$682.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	12.2K	QoQ +36.69% (+3.3K) YoY +57.14% (+4.4K)	All Managers (Combined)	$484.3K	0.0% ($484.3K/$1.2B)	QoQ +23.72% (+$92.8K) YoY +64.84% (+$190.5K)