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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46137V357

RSP|46137V357

Shares:35.6K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.2B)

14020W106

Shares:170.5K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.2B)

922908363

VOO|922908363

Shares:11.4K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:10.1K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

81369Y704

Shares:42.4K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:49.7K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.2B)

VISA INC.

V|92826C839

Shares:16.0K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.2B)

46434V621

DGRO|46434V621

Shares:89.5K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.2B)

464288281

Shares:57.2K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.2B)

808524300

SCHG|808524300

Shares:203.9K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

78463X509

Shares:131.0K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

14021D107

Shares:162.7K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

922908769

VTI|922908769

Shares:18.2K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:25.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

69374H881

Shares:93.6K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

464288786

Shares:36.3K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:28.6K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.2B)

81369Y407

Shares:22.1K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

14020V108

Shares:132.8K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

464287721

Shares:30.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	35.6K	QoQ +44.77% (+11.0K) YoY +128.37% (+20.0K)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.2B)	QoQ +38.73% (+$1.7M) YoY +126.41% (+$3.3M)
(cusip14020W106)✕	170.5K	QoQ +36.12% (+45.2K) YoY +116.75% (+91.8K)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.2B)	QoQ +34.35% (+$1.5M) YoY +132.09% (+$3.4M)
(VOOcusip922908363)	11.4K	QoQ -28.93% (-4.7K) YoY -45.63% (-9.6K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ -33.21% (-$2.9M) YoY -42.73% (-$4.3M)
Meta Platforms, Inc.(METAcusip30303M102)	10.1K	QoQ +19.17% (+1.6K) YoY +37.06% (+2.7K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +11.89% (+$589.2K) YoY +55.17% (+$2.0M)
(cusip81369Y704)✕	42.4K	QoQ +42.66% (+12.7K) YoY +48.39% (+13.8K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +40.15% (+$1.6M) YoY +52.49% (+$1.9M)
EXXON MOBIL CORP(XOMcusip30231G102)	49.7K	QoQ +17.92% (+7.6K) YoY +100.30% (+24.9K)	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.2B)	QoQ +19.09% (+$866.3K) YoY +87.19% (+$2.5M)
VISA INC.(Vcusip92826C839)	16.0K	QoQ +4.26% (+653) YoY +20.18% (+2.7K)	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.2B)	QoQ +11.35% (+$549.0K) YoY +45.34% (+$1.7M)
(DGROcusip46434V621)	89.5K	QoQ NEW(+89.5K) YoY +19.60% (+14.7K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.2B)	QoQ NEW(+$5.3M) YoY +22.88% (+$994.0K)
(cusip464288281)✕	57.2K	QoQ -0.33% (-194) YoY -13.22% (-8.7K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.2B)	QoQ +1.27% (-$65.1K) YoY -12.44% (-$735.7K)
(SCHGcusip808524300)	203.9K	QoQ -9.84% (-22.3K) YoY +519.93% (+171.0K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ -18.35% (-$1.2M) YoY +68.75% (+$2.1M)
(cusip78463X509)✕	131.0K	QoQ +0.66% (+865) YoY -14.87% (-22.9K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ +2.89% (+$144.5K) YoY -7.74% (-$431.5K)
(cusip14021D107)✕	162.7K	QoQ +41.96% (+48.1K) YoY +146.61% (+96.7K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +40.14% (+$1.4M) YoY +161.52% (+$3.1M)
(VTIcusip922908769)	18.2K	QoQ -4.99% (-954) YoY -9.84% (-2.0K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -11.14% (-$617.6K) YoY -5.97% (-$312.9K)
Broadcom Inc.(AVGOcusip11135F101)	25.3K	QoQ +7.24% (-1.7K) YoY +910.13% (+22.8K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -10.96% (-$600.1K) YoY +46.69% (+$1.6M)
(cusip69374H881)✕	93.6K	QoQ +8.08% (-7.0K) YoY +8.40% (-7.3K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -1.04% (-$51.3K) YoY -3.54% (-$177.7K)
(cusip464288786)✕	36.3K	QoQ -0.40% (-149) YoY +4.21% (+1.5K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +2.97% (-$137.4K) YoY +16.08% (+$658.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	28.6K	QoQ +14.98% (+3.7K) YoY +19.27% (+4.6K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.2B)	QoQ +11.00% (+$458.7K) YoY +18.98% (+$738.0K)
(cusip81369Y407)✕	22.1K	QoQ -34.31% (-11.6K) YoY -3.53% (-812)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ -42.12% (-$3.2M) YoY +3.69% (-$155.9K)
(cusip14020V108)✕	132.8K	QoQ +21.03% (+23.1K) YoY +63.18% (+51.4K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +13.34% (+$512.0K) YoY +71.51% (+$1.8M)
(cusip464287721)✕	30.2K	QoQ -1.86% (-574) YoY +0.35% (+107)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -12.58% (-$617.1K) YoY +5.58% (+$226.8K)