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 19 of 23

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Phillips 66

PSX|718546104

Shares:3.6K

Value:$380.9K

% of Portfolio:0.0% ($380.9K/$1.2B)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.8K

Value:$380.1K

% of Portfolio:0.0% ($380.1K/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.9K

Value:$376.2K

% of Portfolio:0.0% ($376.2K/$1.2B)

33739E108

Shares:21.5K

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.4K

Value:$368.2K

% of Portfolio:0.0% ($368.2K/$1.2B)

46428Q109

Shares:12.2K

Value:$367.9K

% of Portfolio:0.0% ($367.9K/$1.2B)

464288869

Shares:3.3K

Value:$366.5K

% of Portfolio:0.0% ($366.5K/$1.2B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:10.2K

Value:$365.4K

% of Portfolio:0.0% ($365.4K/$1.2B)

EBAY INC

EBAY|278642103

Shares:5.5K

Value:$361.6K

% of Portfolio:0.0% ($361.6K/$1.2B)

78464A201

Shares:4.5K

Value:$361.2K

% of Portfolio:0.0% ($361.2K/$1.2B)

337344105

Shares:2.9K

Value:$350.8K

% of Portfolio:0.0% ($350.8K/$1.2B)

808524805

SCHF|808524805

Shares:17.0K

Value:$348.8K

% of Portfolio:0.0% ($348.8K/$1.2B)

316092600

Shares:5.3K

Value:$346.8K

% of Portfolio:0.0% ($346.8K/$1.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:727

Value:$340.7K

% of Portfolio:0.0% ($340.7K/$1.2B)

464288588

Shares:3.6K

Value:$339.7K

% of Portfolio:0.0% ($339.7K/$1.2B)

Constellation Energy Corp

CEG|21037T109

Shares:1.5K

Value:$335.9K

% of Portfolio:0.0% ($335.9K/$1.2B)

Autodesk, Inc.

ADSK|052769106

Shares:1.2K

Value:$335.8K

% of Portfolio:0.0% ($335.8K/$1.2B)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:3.8K

Value:$333.3K

% of Portfolio:0.0% ($333.3K/$1.2B)

Atlantic Union Bankshares Corp

AUB|04911A107

Shares:12.0K

Value:$330.3K

% of Portfolio:0.0% ($330.3K/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:615

Value:$328.5K

% of Portfolio:0.0% ($328.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Phillips 66(PSXcusip718546104)	3.6K	QoQ +6.31% (-214) YoY +12.77% (-408)	All Managers (Combined)	$380.9K	0.0% ($380.9K/$1.2B)	QoQ -1.28% (-$5.0K) YoY -26.96% (-$140.7K)
Mondelez International, Inc.(MDLZcusip609207105)	5.8K	QoQ +2.15% (+123) YoY -70.87% (-14.2K)	All Managers (Combined)	$380.1K	0.0% ($380.1K/$1.2B)	QoQ +11.33% (+$38.7K) YoY -72.91% (-$1.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	2.9K	QoQ +20.54% (+495) YoY +6.60% (+180)	All Managers (Combined)	$376.2K	0.0% ($376.2K/$1.2B)	QoQ +38.05% (+$103.7K) YoY +21.48% (+$66.5K)
(cusip33739E108)✕	21.5K	QoQ -7.98% (-1.9K) YoY -20.71% (-5.6K)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$1.2B)	QoQ -9.69% (-$40.1K) YoY -20.48% (-$96.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.4K	QoQ +5.89% (+76) YoY NEW(+1.4K)	All Managers (Combined)	$368.2K	0.0% ($368.2K/$1.2B)	QoQ +19.13% (+$59.1K) YoY NEW(+$368.2K)
(cusip46428Q109)✕	12.2K	QoQ +14.02% (+1.5K) YoY +32.51% (+3.0K)	All Managers (Combined)	$367.9K	0.0% ($367.9K/$1.2B)	QoQ +30.74% (+$86.5K) YoY +75.85% (+$158.7K)
(cusip464288869)✕	3.3K	QoQ -6.11% (-216) YoY -23.67% (-1.0K)	All Managers (Combined)	$366.5K	0.0% ($366.5K/$1.2B)	QoQ -20.38% (-$93.9K) YoY -30.35% (-$159.7K)
FIFTH THIRD BANCORP(FITBcusip316773100)	10.2K	QoQ +5.05% (-492) YoY +5.45% (+529)	All Managers (Combined)	$365.4K	0.0% ($365.4K/$1.2B)	QoQ -11.18% (-$46.0K) YoY +1.30% (+$4.7K)
EBAY INC(EBAYcusip278642103)	5.5K	QoQ -5.49% (-317) YoY -7.34% (-432)	All Managers (Combined)	$361.6K	0.0% ($361.6K/$1.2B)	QoQ +1.17% (-$4.2K) YoY +16.42% (-$51.0K)
(cusip78464A201)✕	4.5K	QoQ +20.78% (+770) YoY +93.93% (+2.2K)	All Managers (Combined)	$361.2K	0.0% ($361.2K/$1.2B)	QoQ +7.91% (+$26.5K) YoY +79.44% (+$159.9K)
(cusip337344105)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$350.8K	0.0% ($350.8K/$1.2B)	QoQ NEW(+$350.8K) YoY NEW(+$350.8K)
(SCHFcusip808524805)	17.0K	QoQ +36.06% (+4.5K) YoY +166.42% (+10.6K)	All Managers (Combined)	$348.8K	0.0% ($348.8K/$1.2B)	QoQ +51.06% (+$117.9K) YoY +40.23% (+$100.1K)
(cusip316092600)✕	5.3K	QoQ -1.46% (-79) YoY -7.12% (-409)	All Managers (Combined)	$346.8K	0.0% ($346.8K/$1.2B)	QoQ -1.91% (-$6.8K) YoY -13.40% (-$53.7K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	727	QoQ +5.51% (-38) YoY +54.68% (+257)	All Managers (Combined)	$340.7K	0.0% ($340.7K/$1.2B)	QoQ -7.12% (-$26.1K) YoY +65.34% (+$134.7K)
(cusip464288588)✕	3.6K	QoQ NEW(+3.6K) YoY -25.44% (-1.2K)	All Managers (Combined)	$339.7K	0.0% ($339.7K/$1.2B)	QoQ NEW(+$339.7K) YoY -24.56% (-$110.6K)
Constellation Energy Corp(CEGcusip21037T109)	1.5K	QoQ -7.14% (-115) YoY +24.81% (+297)	All Managers (Combined)	$335.9K	0.0% ($335.9K/$1.2B)	QoQ -6.68% (-$24.1K) YoY +51.80% (+$114.6K)
Autodesk, Inc.(ADSKcusip052769106)	1.2K	QoQ -14.51% (-210) YoY -5.42% (-71)	All Managers (Combined)	$335.8K	0.0% ($335.8K/$1.2B)	QoQ -21.48% (-$91.9K) YoY -1.41% (-$4.8K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	3.8K	QoQ -3.24% (-126) YoY NEW(+3.8K)	All Managers (Combined)	$333.3K	0.0% ($333.3K/$1.2B)	QoQ -24.08% (-$105.8K) YoY NEW(+$333.3K)
Atlantic Union Bankshares Corp(AUBcusip04911A107)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$330.3K	0.0% ($330.3K/$1.2B)	QoQ NEW(+$330.3K) YoY NEW(+$330.3K)
Mastercard Inc(MAcusip57636Q104)	615	QoQ +7.14% (+41) YoY +7.32% (+42)	All Managers (Combined)	$328.5K	0.0% ($328.5K/$1.2B)	QoQ +8.69% (+$26.3K) YoY +19.05% (+$52.6K)