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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Founders-Financial-Securities
Data Enrichment
59% identified271 identified189 unidentified
Holdings
460 positions • $1.2B total value
Manager:
Search and click to pin securities to the top
Page 6 of 23
46641Q761
Shares:44.3K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.2B)
46137V431
Shares:25.0K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
47103U852
Shares:52.5K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
14020X104
Shares:80.6K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
38150K103
Shares:66.9K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
38149W622
Shares:47.5K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
464287432
Shares:23.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
78468R606
Shares:89.4K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
464287176
Shares:18.8K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
Shares:13.0K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
69374H659
Shares:56.3K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 42.1K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.2B) | |||
(cusip46641Q761)✕ | 44.3K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.2B) | ||
(cusip46137V431)✕ | 25.0K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.2B) | ||
COCA COLA CO(KOcusip191216100) | 33.2K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.2B) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.7K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.2B) | ||
(cusip47103U852)✕ | 52.5K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.2B) | ||
| 9.9K | QoQ +0.03% (+3) | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.2B) | ||
(cusip14020X104)✕ | 80.6K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.2B) | ||
| 10.5K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | |||
HOME DEPOT, INC.(HDcusip437076102) | 6.2K | QoQ +9.41% (+535)YoY +8.45% (+485) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | |
(cusip38150K103)✕ | 66.9K | QoQ NEW(+66.9K) YoY NEW(+66.9K) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) |
CHEVRON CORP(CVXcusip166764100) | 15.5K | QoQ +4.01% (+599)YoY +3.87% (-578) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | |
(cusip38149W622)✕ | 47.5K | QoQ NEW(+47.5K) YoY NEW(+47.5K) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.2B) | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) |
| 16.7K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | |||
(cusip464287432)✕ | 23.9K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
CVS HEALTH Corp(CVScusip126650100) | 32.2K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
(cusip78468R606)✕ | 89.4K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
(cusip464287176)✕ | 18.8K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
| 13.0K | QoQ +2.32% (-295)YoY +5.60% (+689) | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) | ||
(cusip69374H659)✕ | 56.3K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.2B) |