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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Robinhood Markets, Inc.

HOOD|770700102

Shares:5.0K

Value:$244.1K

% of Portfolio:0.0% ($244.1K/$1.2B)

808524508

Shares:9.5K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$1.2B)

33735K108

Shares:1.8K

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$1.2B)

KELLANOVA

K|487836108

Shares:2.9K

Value:$239.6K

% of Portfolio:0.0% ($239.6K/$1.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:2.4K

Value:$236.0K

% of Portfolio:0.0% ($236.0K/$1.2B)

33733E302

Shares:1.0K

Value:$231.0K

% of Portfolio:0.0% ($231.0K/$1.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:1.5K

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$1.2B)

WESBANCO INC

WSBC|950810101

Shares:7.6K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$1.2B)

85207K107

Shares:19.9K

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$1.2B)

33734X192

Shares:2.1K

Value:$221.6K

% of Portfolio:0.0% ($221.6K/$1.2B)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$1.2B)

74347G440

Shares:10.7K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$1.2B)

52468L505

Shares:6.8K

Value:$217.0K

% of Portfolio:0.0% ($217.0K/$1.2B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:3.5K

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:3.8K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$1.2B)

74347X799

Shares:7.2K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$1.2B)

MSCI Inc.

MSCI|55354G100

Shares:399

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$1.2B)

464287598

IWD|464287598

Shares:1.2K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$1.2B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.1K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$1.2B)

921909768

VXUS|921909768

Shares:3.3K

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Robinhood Markets, Inc.(HOODcusip770700102)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$244.1K	0.0% ($244.1K/$1.2B)	QoQ NEW(+$244.1K) YoY NEW(+$244.1K)
(cusip808524508)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$1.2B)	QoQ NEW(+$242.7K) YoY NEW(+$242.7K)
(cusip33735K108)✕	1.8K	QoQ +9.33% (+156) YoY NEW(+1.8K)	All Managers (Combined)	$241.1K	0.0% ($241.1K/$1.2B)	QoQ +4.31% (+$10.0K) YoY NEW(+$241.1K)
KELLANOVA(Kcusip487836108)	2.9K	QoQ +0.62% (+18) YoY NEW(+2.9K)	All Managers (Combined)	$239.6K	0.0% ($239.6K/$1.2B)	QoQ +2.45% (+$5.7K) YoY NEW(+$239.6K)
SHOPIFY INC.(SHOPcusip82509L107)	2.4K	QoQ +3.27% (-76) YoY NEW(+2.4K)	All Managers (Combined)	$236.0K	0.0% ($236.0K/$1.2B)	QoQ -4.25% (-$10.5K) YoY NEW(+$236.0K)
(cusip33733E302)✕	1.0K	QoQ -16.74% (-203) YoY -8.18% (-90)	All Managers (Combined)	$231.0K	0.0% ($231.0K/$1.2B)	QoQ -21.61% (-$63.7K) YoY +2.49% (-$5.6K)
WELLTOWER INC.(WELLcusip95040Q104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$1.2B)	QoQ NEW(+$230.9K) YoY NEW(+$230.9K)
WESBANCO INC(WSBCcusip950810101)	7.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$1.2B)	QoQ -8.45% (-$20.9K) YoY -0.06% (-$153)
(cusip85207K107)✕	19.9K	QoQ +7.01% (+1.3K) YoY +10.88% (+2.0K)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$1.2B)	QoQ +23.54% (+$42.3K) YoY +49.00% (+$73.0K)
(cusip33734X192)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$221.6K	0.0% ($221.6K/$1.2B)	QoQ NEW(+$221.6K) YoY NEW(+$221.6K)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$1.2B)	QoQ NEW(+$220.7K) YoY NEW(+$220.7K)
(cusip74347G440)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$1.2B)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
(cusip52468L505)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$217.0K	0.0% ($217.0K/$1.2B)	QoQ NEW(+$217.0K) YoY NEW(+$217.0K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	3.5K	QoQ +7.43% (-241) YoY +2.14% (-73)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$1.2B)	QoQ -24.75% (-$71.2K) YoY -41.43% (-$153.0K)
NIKE, Inc.(NKEcusip654106103)	3.8K	QoQ +11.28% (-382) YoY -54.36% (-4.5K)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$1.2B)	QoQ -15.72% (-$40.3K) YoY -72.17% (-$560.0K)
(cusip74347X799)✕	7.2K	QoQ +36.60% (-1.9K) YoY NEW(+7.2K)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$1.2B)	QoQ -16.97% (-$44.1K) YoY NEW(+$215.9K)
MSCI Inc.(MSCIcusip55354G100)	399	QoQ NEW(+399) YoY NEW(+399)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$1.2B)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
(IWDcusip464287598)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$1.2B)	QoQ NEW(+$212.5K) YoY NEW(+$212.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$210.8K	0.0% ($210.8K/$1.2B)	QoQ NEW(+$210.8K) YoY NEW(+$210.8K)
(VXUScusip921909768)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$209.1K	0.0% ($209.1K/$1.2B)	QoQ NEW(+$209.1K) YoY NEW(+$209.1K)