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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464287671

IUSG|464287671

Shares:97.5K

Value:$12.6M

% of Portfolio:1.1% ($12.6M/$1.2B)

46432F842

IEFA|46432F842

Shares:152.5K

Value:$12.0M

% of Portfolio:1.0% ($12.0M/$1.2B)

464288414

MUB|464288414

Shares:110.2K

Value:$11.5M

% of Portfolio:1.0% ($11.5M/$1.2B)

72201R775

Shares:117.0K

Value:$10.7M

% of Portfolio:0.9% ($10.7M/$1.2B)

81369Y209

Shares:75.4K

Value:$10.5M

% of Portfolio:0.9% ($10.5M/$1.2B)

81369Y605

Shares:203.6K

Value:$9.8M

% of Portfolio:0.8% ($9.8M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:51.0K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

922908736

VUG|922908736

Shares:25.4K

Value:$9.5M

% of Portfolio:0.8% ($9.5M/$1.2B)

81369Y852

Shares:100.2K

Value:$9.5M

% of Portfolio:0.8% ($9.5M/$1.2B)

464287507

IJH|464287507

Shares:166.3K

Value:$9.4M

% of Portfolio:0.8% ($9.4M/$1.2B)

46429B697

USMV|46429B697

Shares:102.7K

Value:$9.4M

% of Portfolio:0.8% ($9.4M/$1.2B)

46434G103

IEMG|46434G103

Shares:166.1K

Value:$9.0M

% of Portfolio:0.8% ($9.0M/$1.2B)

922908744

VTV|922908744

Shares:51.2K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

464287200

IVV|464287200

Shares:15.2K

Value:$8.4M

% of Portfolio:0.7% ($8.4M/$1.2B)

464288760

Shares:53.3K

Value:$8.3M

% of Portfolio:0.7% ($8.3M/$1.2B)

14020G101

Shares:211.9K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

97717Y527

Shares:141.7K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

78468R804

Shares:40.8K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.2B)

46432F339

QUAL|46432F339

Shares:39.0K

Value:$6.6M

% of Portfolio:0.6% ($6.6M/$1.2B)

92203C303

VUSB|92203C303

Shares:122.8K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IUSGcusip464287671)	97.5K	QoQ +1.60% (-1.5K) YoY +15.75% (+13.3K)	All Managers (Combined)	$12.6M	1.1% ($12.6M/$1.2B)	QoQ -6.01% (-$804.4K) YoY +27.29% (+$2.7M)
(IEFAcusip46432F842)	152.5K	QoQ +19.04% (+24.4K) YoY -16.49% (-30.1K)	All Managers (Combined)	$12.0M	1.0% ($12.0M/$1.2B)	QoQ +33.17% (+$3.0M) YoY -11.54% (-$1.6M)
(MUBcusip464288414)	110.2K	QoQ +2.71% (+2.9K) YoY +17.32% (+16.3K)	All Managers (Combined)	$11.5M	1.0% ($11.5M/$1.2B)	QoQ +0.49% (+$57.0K) YoY +13.66% (+$1.4M)
(cusip72201R775)✕	117.0K	QoQ +7.90% (+8.6K) YoY +40.29% (+33.6K)	All Managers (Combined)	$10.7M	0.9% ($10.7M/$1.2B)	QoQ +9.60% (+$941.2K) YoY +40.26% (+$3.1M)
(cusip81369Y209)✕	75.4K	QoQ +21.16% (+13.2K) YoY +27.12% (+16.1K)	All Managers (Combined)	$10.5M	0.9% ($10.5M/$1.2B)	QoQ +22.06% (+$1.9M) YoY +19.26% (+$1.7M)
(cusip81369Y605)✕	203.6K	QoQ -20.50% (-52.5K) YoY -5.76% (-12.5K)	All Managers (Combined)	$9.8M	0.8% ($9.8M/$1.2B)	QoQ -20.76% (-$2.6M) YoY +7.76% (-$706.8K)
AMAZON COM INC(AMZNcusip023135106)	51.0K	QoQ +14.27% (-6.4K) YoY +19.92% (+8.5K)	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ -2.23% (-$218.4K) YoY +24.78% (+$1.9M)
(VUGcusip922908736)	25.4K	QoQ -14.80% (-4.4K) YoY -8.58% (-2.4K)	All Managers (Combined)	$9.5M	0.8% ($9.5M/$1.2B)	QoQ -21.95% (-$2.7M) YoY -0.13% (-$13.3K)
(cusip81369Y852)✕	100.2K	QoQ +11.17% (+10.1K) YoY +41.61% (+29.5K)	All Managers (Combined)	$9.5M	0.8% ($9.5M/$1.2B)	QoQ +8.77% (+$766.1K) YoY +64.26% (+$3.7M)
(IJHcusip464287507)	166.3K	QoQ +7.83% (-12.1K) YoY -17.15% (-34.4K)	All Managers (Combined)	$9.4M	0.8% ($9.4M/$1.2B)	QoQ -1.69% (-$163.3K) YoY -22.52% (-$2.7M)
(USMVcusip46429B697)	102.7K	QoQ -0.35% (-361) YoY -2.37% (-2.5K)	All Managers (Combined)	$9.4M	0.8% ($9.4M/$1.2B)	QoQ +2.29% (-$210.3K) YoY +6.46% (-$568.6K)
(IEMGcusip46434G103)	166.1K	QoQ +100.72% (+83.3K) YoY +22.86% (+30.9K)	All Managers (Combined)	$9.0M	0.8% ($9.0M/$1.2B)	QoQ +107.18% (+$4.6M) YoY +28.34% (+$2.0M)
(VTVcusip922908744)	51.2K	QoQ +20.67% (+8.8K) YoY +6.46% (+3.1K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ +17.82% (+$1.3M) YoY +8.05% (+$631.4K)
(IVVcusip464287200)	15.2K	QoQ -27.44% (-5.8K) YoY -36.98% (-8.9K)	All Managers (Combined)	$8.4M	0.7% ($8.4M/$1.2B)	QoQ -31.78% (-$3.9M) YoY -33.66% (-$4.3M)
(cusip464288760)✕	53.3K	QoQ +166.19% (+33.3K) YoY +2731.36% (+51.4K)	All Managers (Combined)	$8.3M	0.7% ($8.3M/$1.2B)	QoQ +185.19% (+$5.4M) YoY +3241.83% (+$8.0M)
(cusip14020G101)✕	211.9K	QoQ +66.72% (+84.8K) YoY +166.78% (+132.5K)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ +56.05% (+$2.6M) YoY +190.14% (+$4.8M)
(cusip97717Y527)✕	141.7K	QoQ +1302.81% (+131.6K) YoY +322.19% (+108.2K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ +1302.25% (+$6.6M) YoY +322.28% (+$5.4M)
(cusip78468R804)✕	40.8K	QoQ -2.48% (-1.0K) YoY -1.99% (-830)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.2B)	QoQ -0.19% (-$13.8K) YoY +6.40% (-$414.9K)
(QUALcusip46432F339)	39.0K	QoQ -45.00% (-31.9K) YoY -58.14% (-54.2K)	All Managers (Combined)	$6.6M	0.6% ($6.6M/$1.2B)	QoQ -48.15% (-$6.1M) YoY -57.24% (-$8.8M)
(VUSBcusip92203C303)	122.8K	QoQ NEW(+122.8K) YoY NEW(+122.8K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)