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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922042742

VT|922042742

Shares:1.8K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$1.2B)

46435U663

Shares:5.5K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$1.2B)

464287374

Shares:4.7K

Value:$202.0K

% of Portfolio:0.0% ($202.0K/$1.2B)

SOUTHERN CO

SO|842587107

Shares:2.2K

Value:$200.9K

% of Portfolio:0.0% ($200.9K/$1.2B)

Barings BDC, Inc.

BBDC|06759L103

Shares:21.3K

Value:$188.7K

% of Portfolio:0.0% ($188.7K/$1.2B)

Blue Owl Capital Corp

OBDC|69121K104

Shares:10.0K

Value:$143.4K

% of Portfolio:0.0% ($143.4K/$1.2B)

Ardmore Shipping Corp

ASC|Y0207T100

Shares:10.0K

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$1.2B)

TMC the metals Co Inc.

TMC|87261Y106

Shares:23.0K

Value:$76.1K

% of Portfolio:0.0% ($76.1K/$1.2B)

BuzzFeed, Inc.

BZFD|12430A300

Shares:40.5K

Value:$75.7K

% of Portfolio:0.0% ($75.7K/$1.2B)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:54.6K

Value:$62.8K

% of Portfolio:0.0% ($62.8K/$1.2B)

EVgo Inc.

EVGO|30052F100

Shares:21.0K

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$1.2B)

Array Technologies, Inc.

ARRY|04271T100

Shares:11.0K

Value:$58.2K

% of Portfolio:0.0% ($58.2K/$1.2B)

BrightSpire Capital, Inc.

BRSP|10949T109

Shares:10.3K

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$1.2B)

Lloyds Banking Group plc

LYG|539439109

Shares:12.8K

Value:$50.6K

% of Portfolio:0.0% ($50.6K/$1.2B)

Cineverse Corp.

CNVS|172406308

Shares:12.0K

Value:$36.8K

% of Portfolio:0.0% ($36.8K/$1.2B)

Cronos Group Inc.

CRON|22717L101

Shares:12.0K

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$1.2B)

Coherus BioSciences, Inc.

CHRS|19249H103

Shares:20.0K

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$1.2B)

KOPIN CORP

KOPN|500600101

Shares:15.0K

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$1.2B)

BuzzFeed, Inc.

BZFDW|12430A110

Shares:200.0K

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$1.2B)

27877D112

Shares:228.5K

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTcusip922042742)	1.8K	QoQ NEW(+1.8K) YoY -46.12% (-1.5K)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$1.2B)	QoQ NEW(+$206.7K) YoY -43.38% (-$158.4K)
(cusip46435U663)✕	5.5K	QoQ -3.50% (-199) YoY -12.21% (-762)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$1.2B)	QoQ -14.15% (-$33.8K) YoY -18.44% (-$46.4K)
(cusip464287374)✕	4.7K	QoQ NEW(+4.7K) YoY +1.43% (-67)	All Managers (Combined)	$202.0K	0.0% ($202.0K/$1.2B)	QoQ NEW(+$202.0K) YoY -4.04% (-$8.5K)
SOUTHERN CO(SOcusip842587107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$200.9K	0.0% ($200.9K/$1.2B)	QoQ NEW(+$200.9K) YoY NEW(+$200.9K)
Barings BDC, Inc.(BBDCcusip06759L103)	21.3K	QoQ +13.43% (+2.5K) YoY +13.43% (+2.5K)	All Managers (Combined)	$188.7K	0.0% ($188.7K/$1.2B)	QoQ +5.25% (+$9.4K) YoY +8.30% (+$14.5K)
Blue Owl Capital Corp(OBDCcusip69121K104)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$143.4K	0.0% ($143.4K/$1.2B)	QoQ NEW(+$143.4K) YoY NEW(+$143.4K)
Ardmore Shipping Corp(ASCcusipY0207T100)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$1.2B)	QoQ NEW(+$95.5K) YoY NEW(+$95.5K)
TMC the metals Co Inc.(TMCcusip87261Y106)	23.0K	QoQ -29.23% (-9.5K) YoY -31.34% (-10.5K)	All Managers (Combined)	$76.1K	0.0% ($76.1K/$1.2B)	QoQ +109.14% (-$39.7K) YoY +58.91% (-$28.2K)
BuzzFeed, Inc.(BZFDcusip12430A300)	40.5K	QoQ +62.00% (+15.5K) YoY NEW(+40.5K)	All Managers (Combined)	$75.7K	0.0% ($75.7K/$1.2B)	QoQ +13.46% (+$9.0K) YoY NEW(+$75.7K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	54.6K	QoQ -5.83% (-3.4K) YoY +58.21% (+20.1K)	All Managers (Combined)	$62.8K	0.0% ($62.8K/$1.2B)	QoQ +86.22% (-$29.1K) YoY +472.16% (+$51.8K)
EVgo Inc.(EVGOcusip30052F100)	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$1.2B)	QoQ NEW(+$59.2K) YoY NEW(+$59.2K)
Array Technologies, Inc.(ARRYcusip04271T100)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$58.2K	0.0% ($58.2K/$1.2B)	QoQ NEW(+$58.2K) YoY NEW(+$58.2K)
BrightSpire Capital, Inc.(BRSPcusip10949T109)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$1.2B)	QoQ NEW(+$51.1K) YoY NEW(+$51.1K)
Lloyds Banking Group plc(LYGcusip539439109)	12.8K	QoQ +12.98% (+1.5K) YoY NEW(+12.8K)	All Managers (Combined)	$50.6K	0.0% ($50.6K/$1.2B)	QoQ +64.50% (+$19.8K) YoY NEW(+$50.6K)
Cineverse Corp.(CNVScusip172406308)	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$36.8K	0.0% ($36.8K/$1.2B)	QoQ -15.89% (-$7.0K) YoY NEW(+$36.8K)
Cronos Group Inc.(CRONcusip22717L101)	12.0K	QoQ 0.00% (-0) YoY -38.46% (-7.5K)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$1.2B)	QoQ -9.40% (-$2.3K) YoY -56.85% (-$28.9K)
Coherus BioSciences, Inc.(CHRScusip19249H103)	20.0K	QoQ +100.00% (+10.0K) YoY NEW(+20.0K)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$1.2B)	QoQ +49.27% (+$6.8K) YoY NEW(+$20.6K)
KOPIN CORP(KOPNcusip500600101)	15.0K	QoQ 0.00% (-0) YoY NEW(+15.0K)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$1.2B)	QoQ -4.41% (-$900) YoY NEW(+$19.5K)
BuzzFeed, Inc.(BZFDWcusip12430A110)	200.0K	QoQ NEW(+200.0K) YoY NEW(+200.0K)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$1.2B)	QoQ NEW(+$9.0K) YoY NEW(+$9.0K)
(cusip27877D112)✕	228.5K	QoQ NEW(+228.5K) YoY NEW(+228.5K)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$1.2B)	QoQ NEW(+$3.1K) YoY NEW(+$3.1K)