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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78468R622

Shares:3.4K

Value:$325.4K

% of Portfolio:0.0% ($325.4K/$1.2B)

PFIZER INC

PFE|717081103

Shares:14.0K

Value:$323.6K

% of Portfolio:0.0% ($323.6K/$1.2B)

78463X152

Shares:6.0K

Value:$322.4K

% of Portfolio:0.0% ($322.4K/$1.2B)

NOVARTIS AG

NVS|66987V109

Shares:2.9K

Value:$321.8K

% of Portfolio:0.0% ($321.8K/$1.2B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:3.8K

Value:$321.7K

% of Portfolio:0.0% ($321.7K/$1.2B)

HUBSPOT INC

HUBS|443573100

Shares:523

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$1.2B)

464288687

Shares:10.6K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$1.2B)

464287705

IJJ|464287705

Shares:2.7K

Value:$313.8K

% of Portfolio:0.0% ($313.8K/$1.2B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.7K

Value:$313.5K

% of Portfolio:0.0% ($313.5K/$1.2B)

91232N207

Shares:4.6K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$1.2B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.9K

Value:$308.8K

% of Portfolio:0.0% ($308.8K/$1.2B)

46138B103

Shares:14.4K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$1.2B)

92189F437

Shares:10.7K

Value:$304.2K

% of Portfolio:0.0% ($304.2K/$1.2B)

78464A763

SDY|78464A763

Shares:2.3K

Value:$303.8K

% of Portfolio:0.0% ($303.8K/$1.2B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.5K

Value:$299.4K

% of Portfolio:0.0% ($299.4K/$1.2B)

GENERAL MILLS INC

GIS|370334104

Shares:5.3K

Value:$295.2K

% of Portfolio:0.0% ($295.2K/$1.2B)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:22.3K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$1.2B)

ALLIANCE RESOURCE PARTNERS LP

ARLP|01877R108

Shares:10.6K

Value:$289.7K

% of Portfolio:0.0% ($289.7K/$1.2B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.1K

Value:$289.6K

% of Portfolio:0.0% ($289.6K/$1.2B)

97717W307

DLN|97717W307

Shares:3.6K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R622)✕	3.4K	QoQ -5.04% (-182) YoY -29.12% (-1.4K)	All Managers (Combined)	$325.4K	0.0% ($325.4K/$1.2B)	QoQ -5.48% (-$18.9K) YoY -29.26% (-$134.6K)
PFIZER INC(PFEcusip717081103)	14.0K	QoQ +19.21% (+2.3K) YoY +1.31% (-182)	All Managers (Combined)	$323.6K	0.0% ($323.6K/$1.2B)	QoQ +3.57% (+$11.2K) YoY -15.84% (-$60.9K)
(cusip78463X152)✕	6.0K	QoQ +6.35% (+361) YoY +59.94% (+2.3K)	All Managers (Combined)	$322.4K	0.0% ($322.4K/$1.2B)	QoQ +11.06% (+$32.1K) YoY +56.40% (+$116.3K)
NOVARTIS AG(NVScusip66987V109)	2.9K	QoQ +3.14% (+87) YoY +4.34% (+119)	All Managers (Combined)	$321.8K	0.0% ($321.8K/$1.2B)	QoQ +19.37% (+$52.2K) YoY +21.49% (+$56.9K)
ENTERGY CORP /DE/(ETRcusip29364G103)	3.8K	QoQ -7.21% (-294) YoY +93.59% (+1.8K)	All Managers (Combined)	$321.7K	0.0% ($321.7K/$1.2B)	QoQ +4.12% (-$12.8K) YoY +55.87% (+$115.3K)
HUBSPOT INC(HUBScusip443573100)	523	QoQ +1.55% (-8) YoY +16.48% (+74)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$1.2B)	QoQ -10.73% (-$38.5K) YoY +13.85% (+$39.0K)
(cusip464288687)✕	10.6K	QoQ NEW(+10.6K) YoY -19.86% (-2.6K)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$1.2B)	QoQ NEW(+$320.3K) YoY -24.66% (-$104.8K)
(IJJcusip464287705)	2.7K	QoQ -2.17% (-61) YoY NEW(+2.7K)	All Managers (Combined)	$313.8K	0.0% ($313.8K/$1.2B)	QoQ -10.36% (-$36.3K) YoY NEW(+$313.8K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.7K	QoQ -8.75% (-262) YoY +1.29% (-35)	All Managers (Combined)	$313.5K	0.0% ($313.5K/$1.2B)	QoQ -14.58% (-$53.5K) YoY -31.91% (-$146.9K)
(cusip91232N207)✕	4.6K	QoQ -4.79% (-230) YoY -5.80% (-281)	All Managers (Combined)	$309.1K	0.0% ($309.1K/$1.2B)	QoQ -14.61% (-$52.9K) YoY -18.92% (-$72.2K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.9K	QoQ -70.97% (-7.1K) YoY -75.45% (-8.9K)	All Managers (Combined)	$308.8K	0.0% ($308.8K/$1.2B)	QoQ -66.58% (-$615.4K) YoY -64.37% (-$557.9K)
(cusip46138B103)✕	14.4K	QoQ -14.15% (-2.4K) YoY -44.03% (-11.3K)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$1.2B)	QoQ -14.75% (-$52.9K) YoY -48.27% (-$285.0K)
(cusip92189F437)✕	10.7K	QoQ -66.72% (-21.5K) YoY -52.08% (-11.6K)	All Managers (Combined)	$304.2K	0.0% ($304.2K/$1.2B)	QoQ -67.05% (-$619.0K) YoY -53.12% (-$344.7K)
(SDYcusip78464A763)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$303.8K	0.0% ($303.8K/$1.2B)	QoQ NEW(+$303.8K) YoY NEW(+$303.8K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$299.4K	0.0% ($299.4K/$1.2B)	QoQ NEW(+$299.4K) YoY NEW(+$299.4K)
GENERAL MILLS INC(GIScusip370334104)	5.3K	QoQ -1.48% (-80) YoY +0.85% (-45)	All Managers (Combined)	$295.2K	0.0% ($295.2K/$1.2B)	QoQ -13.87% (-$47.6K) YoY -19.64% (-$72.1K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	22.3K	QoQ -19.80% (-5.5K) YoY -11.12% (-2.8K)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$1.2B)	QoQ -31.26% (-$133.7K) YoY +60.70% (-$111.1K)
ALLIANCE RESOURCE PARTNERS LP(ARLPcusip01877R108)	10.6K	QoQ +2.18% (+227) YoY NEW(+10.6K)	All Managers (Combined)	$289.7K	0.0% ($289.7K/$1.2B)	QoQ +6.15% (+$16.8K) YoY NEW(+$289.7K)
Otis Worldwide Corp(OTIScusip68902V107)	3.1K	QoQ +4.21% (+125) YoY +7.43% (+214)	All Managers (Combined)	$289.6K	0.0% ($289.6K/$1.2B)	QoQ +5.38% (+$14.8K) YoY +1.35% (+$3.9K)
(DLNcusip97717W307)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$1.2B)	QoQ NEW(+$274.8K) YoY NEW(+$274.8K)