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 17 of 23

Sort by:

NOVO NORDISK A S

NVO|670100205

Shares:7.7K

Value:$484.2K

% of Portfolio:0.0% ($484.2K/$1.2B)

46429B663

Shares:4.2K

Value:$482.5K

% of Portfolio:0.0% ($482.5K/$1.2B)

33733B100

Shares:4.8K

Value:$480.8K

% of Portfolio:0.0% ($480.8K/$1.2B)

92204A603

Shares:1.9K

Value:$474.9K

% of Portfolio:0.0% ($474.9K/$1.2B)

33740F755

Shares:15.9K

Value:$467.3K

% of Portfolio:0.0% ($467.3K/$1.2B)

AFLAC INC

AFL|001055102

Shares:4.3K

Value:$465.9K

% of Portfolio:0.0% ($465.9K/$1.2B)

464287812

Shares:6.6K

Value:$459.1K

% of Portfolio:0.0% ($459.1K/$1.2B)

DEERE & CO

DE|244199105

Shares:995

Value:$457.7K

% of Portfolio:0.0% ($457.7K/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:2.3K

Value:$449.2K

% of Portfolio:0.0% ($449.2K/$1.2B)

97717W604

Shares:14.8K

Value:$448.4K

% of Portfolio:0.0% ($448.4K/$1.2B)

92204A207

Shares:2.1K

Value:$447.0K

% of Portfolio:0.0% ($447.0K/$1.2B)

74348A467

Shares:4.6K

Value:$445.8K

% of Portfolio:0.0% ($445.8K/$1.2B)

FASTENAL CO

FAST|311900104

Shares:5.6K

Value:$445.0K

% of Portfolio:0.0% ($445.0K/$1.2B)

GE Vernova Inc.

GEV|36828A101

Shares:1.2K

Value:$430.8K

% of Portfolio:0.0% ($430.8K/$1.2B)

JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND

HTD|41013V100

Shares:18.9K

Value:$428.2K

% of Portfolio:0.0% ($428.2K/$1.2B)

464286327

Shares:27.6K

Value:$424.7K

% of Portfolio:0.0% ($424.7K/$1.2B)

45782C599

Shares:14.7K

Value:$424.4K

% of Portfolio:0.0% ($424.4K/$1.2B)

45782C342

Shares:13.8K

Value:$422.2K

% of Portfolio:0.0% ($422.2K/$1.2B)

45782C474

Shares:11.9K

Value:$422.1K

% of Portfolio:0.0% ($422.1K/$1.2B)

464288810

Shares:7.1K

Value:$421.0K

% of Portfolio:0.0% ($421.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOVO NORDISK A S(NVOcusip670100205)	7.7K	QoQ +120.15% (+4.2K) YoY +356.97% (+6.0K)	All Managers (Combined)	$484.2K	0.0% ($484.2K/$1.2B)	QoQ +60.27% (+$182.1K) YoY +122.87% (+$266.9K)
(cusip46429B663)✕	4.2K	QoQ -9.95% (-465) YoY +111.13% (+2.2K)	All Managers (Combined)	$482.5K	0.0% ($482.5K/$1.2B)	QoQ -8.02% (-$42.1K) YoY +119.66% (+$262.8K)
(cusip33733B100)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$480.8K	0.0% ($480.8K/$1.2B)	QoQ NEW(+$480.8K) YoY NEW(+$480.8K)
(cusip92204A603)✕	1.9K	QoQ +3.68% (-69) YoY -6.28% (-130)	All Managers (Combined)	$474.9K	0.0% ($474.9K/$1.2B)	QoQ -0.22% (-$1.0K) YoY -6.02% (-$30.4K)
(cusip33740F755)✕	15.9K	QoQ +68.65% (+6.5K) YoY NEW(+15.9K)	All Managers (Combined)	$467.3K	0.0% ($467.3K/$1.2B)	QoQ +62.34% (+$179.5K) YoY NEW(+$467.3K)
AFLAC INC(AFLcusip001055102)	4.3K	QoQ -5.46% (-248) YoY -12.04% (-588)	All Managers (Combined)	$465.9K	0.0% ($465.9K/$1.2B)	QoQ -0.83% (-$3.9K) YoY +11.15% (-$46.8K)
(cusip464287812)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$459.1K	0.0% ($459.1K/$1.2B)	QoQ NEW(+$459.1K) YoY NEW(+$459.1K)
DEERE & CO(DEcusip244199105)	995	QoQ +4.73% (+45) YoY -5.05% (-53)	All Managers (Combined)	$457.7K	0.0% ($457.7K/$1.2B)	QoQ +13.67% (+$55.1K) YoY +6.37% (-$27.4K)
ANALOG DEVICES INC(ADIcusip032654105)	2.3K	QoQ -2.93% (-70) YoY -2.39% (-57)	All Managers (Combined)	$449.2K	0.0% ($449.2K/$1.2B)	QoQ -11.49% (-$58.3K) YoY -4.40% (-$20.7K)
(cusip97717W604)✕	14.8K	QoQ +19.31% (+2.4K) YoY +8.25% (+1.1K)	All Managers (Combined)	$448.4K	0.0% ($448.4K/$1.2B)	QoQ +5.14% (+$21.9K) YoY +0.27% (+$1.2K)
(cusip92204A207)✕	2.1K	QoQ -9.63% (-219) YoY -25.44% (-701)	All Managers (Combined)	$447.0K	0.0% ($447.0K/$1.2B)	QoQ -6.97% (-$33.5K) YoY -20.52% (-$115.4K)
(cusip74348A467)✕	4.6K	QoQ +121.16% (+2.5K) YoY +121.16% (+2.5K)	All Managers (Combined)	$445.8K	0.0% ($445.8K/$1.2B)	QoQ +115.93% (+$239.4K) YoY +111.97% (+$235.5K)
FASTENAL CO(FASTcusip311900104)	5.6K	QoQ -2.47% (-141) YoY +57.14% (+2.0K)	All Managers (Combined)	$445.0K	0.0% ($445.0K/$1.2B)	QoQ +8.64% (-$35.4K) YoY +63.19% (+$172.3K)
GE Vernova Inc.(GEVcusip36828A101)	1.2K	QoQ +9.29% (+99) YoY NEW(+1.2K)	All Managers (Combined)	$430.8K	0.0% ($430.8K/$1.2B)	QoQ +22.96% (+$80.4K) YoY NEW(+$430.8K)
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND(HTDcusip41013V100)	18.9K	QoQ -10.84% (-2.3K) YoY -76.34% (-61.1K)	All Managers (Combined)	$428.2K	0.0% ($428.2K/$1.2B)	QoQ -8.33% (-$38.9K) YoY -72.76% (-$1.1M)
(cusip464286327)✕	27.6K	QoQ -4.21% (-1.2K) YoY -11.26% (-3.5K)	All Managers (Combined)	$424.7K	0.0% ($424.7K/$1.2B)	QoQ +27.91% (-$92.7K) YoY +34.59% (-$109.2K)
(cusip45782C599)✕	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$424.4K	0.0% ($424.4K/$1.2B)	QoQ NEW(+$424.4K) YoY NEW(+$424.4K)
(cusip45782C342)✕	13.8K	QoQ NEW(+13.8K) YoY NEW(+13.8K)	All Managers (Combined)	$422.2K	0.0% ($422.2K/$1.2B)	QoQ NEW(+$422.2K) YoY NEW(+$422.2K)
(cusip45782C474)✕	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$422.1K	0.0% ($422.1K/$1.2B)	QoQ NEW(+$422.1K) YoY NEW(+$422.1K)
(cusip464288810)✕	7.1K	QoQ -14.98% (-1.2K) YoY -54.20% (-8.4K)	All Managers (Combined)	$421.0K	0.0% ($421.0K/$1.2B)	QoQ -13.34% (-$64.8K) YoY -53.51% (-$484.6K)