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 21 of 23

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78463X772

Shares:6.7K

Value:$272.0K

% of Portfolio:0.0% ($272.0K/$1.2B)

Johnson Controls International plc

JCI|G51502105

Shares:3.3K

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$1.2B)

BOEING CO

BA|097023105

Shares:1.5K

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$1.2B)

25434V575

Shares:5.1K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$1.2B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.6K

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:910

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$1.2B)

78464A870

Shares:3.3K

Value:$265.6K

% of Portfolio:0.0% ($265.6K/$1.2B)

464287515

Shares:2.8K

Value:$265.2K

% of Portfolio:0.0% ($265.2K/$1.2B)

14022A102

Shares:11.3K

Value:$264.4K

% of Portfolio:0.0% ($264.4K/$1.2B)

464285204

Shares:4.2K

Value:$263.4K

% of Portfolio:0.0% ($263.4K/$1.2B)

464288737

Shares:3.9K

Value:$256.8K

% of Portfolio:0.0% ($256.8K/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:367

Value:$256.8K

% of Portfolio:0.0% ($256.8K/$1.2B)

33738R118

Shares:3.5K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$1.2B)

HUBBELL INC

HUBB|443510607

Shares:714

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$1.2B)

464287879

Shares:2.8K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$1.2B)

46137V118

Shares:4.0K

Value:$255.4K

% of Portfolio:0.0% ($255.4K/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:271

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.1K

Value:$248.3K

% of Portfolio:0.0% ($248.3K/$1.2B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.0K

Value:$247.2K

% of Portfolio:0.0% ($247.2K/$1.2B)

EXELON CORP

EXC|30161N101

Shares:5.3K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X772)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$272.0K	0.0% ($272.0K/$1.2B)	QoQ NEW(+$272.0K) YoY NEW(+$272.0K)
Johnson Controls International plc(JCIcusipG51502105)	3.3K	QoQ -0.09% (-3) YoY -12.23% (-464)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$1.2B)	QoQ +2.65% (-$7.0K) YoY +8.96% (-$22.2K)
BOEING CO(BAcusip097023105)	1.5K	QoQ NEW(+1.5K) YoY +36.81% (+398)	All Managers (Combined)	$269.6K	0.0% ($269.6K/$1.2B)	QoQ NEW(+$269.6K) YoY +29.21% (+$61.0K)
(cusip25434V575)✕	5.1K	QoQ +6.62% (+317) YoY -23.27% (-1.5K)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$1.2B)	QoQ +7.57% (+$19.0K) YoY -23.59% (-$83.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$1.2B)	QoQ NEW(+$268.3K) YoY NEW(+$268.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	910	QoQ NEW(+910) YoY NEW(+910)	All Managers (Combined)	$267.1K	0.0% ($267.1K/$1.2B)	QoQ NEW(+$267.1K) YoY NEW(+$267.1K)
(cusip78464A870)✕	3.3K	QoQ -10.91% (-400) YoY -41.40% (-2.3K)	All Managers (Combined)	$265.6K	0.0% ($265.6K/$1.2B)	QoQ -19.51% (-$64.4K) YoY -49.74% (-$263.0K)
(cusip464287515)✕	2.8K	QoQ -87.73% (-20.0K) YoY -1.06% (-30)	All Managers (Combined)	$265.2K	0.0% ($265.2K/$1.2B)	QoQ -88.37% (-$2.0M) YoY +10.08% (-$24.3K)
(cusip14022A102)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$264.4K	0.0% ($264.4K/$1.2B)	QoQ NEW(+$264.4K) YoY NEW(+$264.4K)
(cusip464285204)✕	4.2K	QoQ -26.16% (-1.5K) YoY NEW(+4.2K)	All Managers (Combined)	$263.4K	0.0% ($263.4K/$1.2B)	QoQ -5.70% (-$15.9K) YoY NEW(+$263.4K)
(cusip464288737)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$256.8K	0.0% ($256.8K/$1.2B)	QoQ NEW(+$256.8K) YoY NEW(+$256.8K)
MCKESSON CORP(MCKcusip58155Q103)	367	QoQ NEW(+367) YoY NEW(+367)	All Managers (Combined)	$256.8K	0.0% ($256.8K/$1.2B)	QoQ NEW(+$256.8K) YoY NEW(+$256.8K)
(cusip33738R118)✕	3.5K	QoQ +2.92% (-100) YoY -2.68% (-97)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$1.2B)	QoQ -4.39% (-$11.8K) YoY +1.79% (-$4.5K)
HUBBELL INC(HUBBcusip443510607)	714	QoQ -1.92% (-14) YoY +0.42% (-3)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$1.2B)	QoQ -16.18% (-$49.4K) YoY -13.38% (-$39.5K)
(cusip464287879)✕	2.8K	QoQ -1.83% (-52) YoY NEW(+2.8K)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$1.2B)	QoQ -16.96% (-$52.2K) YoY NEW(+$255.4K)
(cusip46137V118)✕	4.0K	QoQ -12.30% (-559) YoY -29.61% (-1.7K)	All Managers (Combined)	$255.4K	0.0% ($255.4K/$1.2B)	QoQ -15.80% (-$47.9K) YoY -31.59% (-$117.9K)
ServiceNow, Inc.(NOWcusip81762P102)	271	QoQ +10.61% (-26) YoY NEW(+271)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$1.2B)	QoQ -2.20% (-$5.7K) YoY NEW(+$254.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$248.3K	0.0% ($248.3K/$1.2B)	QoQ NEW(+$248.3K) YoY NEW(+$248.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.0K	QoQ +0.30% (-3) YoY +0.30% (-3)	All Managers (Combined)	$247.2K	0.0% ($247.2K/$1.2B)	QoQ -13.48% (-$38.5K) YoY -15.13% (-$44.1K)
EXELON CORP(EXCcusip30161N101)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$1.2B)	QoQ NEW(+$245.0K) YoY NEW(+$245.0K)