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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46434V878

Shares:84.6K

Value:$4.3M

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

97717X669

Shares:55.2K

Value:$4.3M

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

Tesla, Inc.

TSLA|88160R101

Shares:14.7K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.2B)

81369Y308

Shares:50.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

464287242

Shares:37.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

46436E718

Shares:39.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

92206C102

VGSH|92206C102

Shares:66.4K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

46435U853

Shares:104.5K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:15.4K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

RTX Corp

RTX|75513E101

Shares:29.2K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

46654Q732

Shares:51.0K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.6K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.5K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

92206C870

VCIT|92206C870

Shares:41.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:21.0K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

45784N775

Shares:141.8K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

464286533

Shares:56.4K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

33738R506

Shares:57.3K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

45784N742

Shares:123.5K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

UNILEVER PLC

UL|904767704

Shares:50.2K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V878)✕	84.6K	QoQ NEW(+84.6K) YoY NEW(+84.6K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
(cusip97717X669)✕	55.2K	QoQ -5.33% (-3.1K) YoY -7.50% (-4.5K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -9.74% (-$459.3K) YoY -6.32% (-$287.4K)
Tesla, Inc.(TSLAcusip88160R101)	14.7K	QoQ +30.98% (-3.5K) YoY +35.91% (+3.9K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.2B)	QoQ -7.27% (-$329.4K) YoY +121.03% (+$2.3M)
(cusip81369Y308)✕	50.7K	QoQ +54.58% (+17.9K) YoY +33.57% (+12.8K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +58.43% (+$1.5M) YoY +40.94% (+$1.2M)
(cusip464287242)✕	37.7K	QoQ +15.81% (+5.2K) YoY +6.01% (+2.1K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +17.33% (+$603.2K) YoY +5.35% (+$207.5K)
(cusip46436E718)✕	39.8K	QoQ -31.57% (-18.4K) YoY -32.02% (-18.8K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ -31.35% (-$1.8M) YoY -32.06% (-$1.9M)
(VGSHcusip92206C102)	66.4K	QoQ +591.96% (+56.8K) YoY +1189.41% (+61.2K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ +600.04% (+$3.3M) YoY +1206.95% (+$3.6M)
(cusip46435U853)✕	104.5K	QoQ -36.91% (-61.2K) YoY -54.01% (-122.7K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ -37.05% (-$2.3M) YoY -53.85% (-$4.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	15.4K	QoQ -15.01% (-2.7K) YoY -3.37% (-538)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ -13.77% (-$598.0K) YoY +17.32% (-$552.9K)
RTX Corp(RTXcusip75513E101)	29.2K	QoQ +6.05% (+1.7K) YoY +9.58% (+2.6K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ +14.37% (+$458.1K) YoY +40.23% (+$1.0M)
(cusip46654Q732)✕	51.0K	QoQ -5.11% (-2.8K) YoY NEW(+51.0K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -12.94% (-$526.3K) YoY NEW(+$3.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.6K	QoQ +1.43% (+51) YoY +0.95% (+34)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ +8.32% (+$271.3K) YoY +34.80% (+$911.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.5K	QoQ +4.80% (+297) YoY +8.24% (+494)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +22.75% (+$638.2K) YoY +36.67% (+$923.7K)
(VCITcusip92206C870)	41.4K	QoQ +427.75% (+33.6K) YoY +52.19% (+14.2K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +437.02% (+$2.8M) YoY +54.40% (+$1.2M)
Alphabet Inc.(GOOGLcusip02079K305)	21.0K	QoQ +10.70% (-2.0K) YoY +221.47% (+14.5K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ -6.07% (-$218.3K) YoY +242.09% (+$2.4M)
(cusip45784N775)✕	141.8K	QoQ NEW(+141.8K) YoY NEW(+141.8K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
(cusip464286533)✕	56.4K	QoQ +0.75% (+420) YoY +1.47% (+820)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +2.64% (+$85.8K) YoY +5.94% (+$186.8K)
(cusip33738R506)✕	57.3K	QoQ +11.30% (+5.8K) YoY +55.37% (+20.4K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +7.01% (+$213.6K) YoY +57.28% (+$1.2M)
(cusip45784N742)✕	123.5K	QoQ NEW(+123.5K) YoY NEW(+123.5K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
UNILEVER PLC(ULcusip904767704)	50.2K	QoQ +42.58% (+15.0K) YoY +169.79% (+31.6K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ +58.87% (+$1.2M) YoY +239.61% (+$2.2M)