Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  null,
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  null,
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  null,
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  "REG",
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  null,
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  null,
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  null,
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  "HTGC",
  null,
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  null,
  null,
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  null,
  "UNH",
  "AAPL",
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  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
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  "PFE",
  null,
  "LMT",
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  null,
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  null,
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  "NOW",
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  "O",
  "SNA",
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  null,
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  "IBM",
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  "SBUX",
  "TEL",
  "TXN",
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  "TWLO",
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  null,
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  "WPC",
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  "IXUS",
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  "KO",
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  null,
  "IWM",
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  "ELV",
  "ETN",
  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  null,
  null,
  "MO",
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  "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: 615
Total Value: 409329124
Accession Number: 0001398344-25-009151
Form Type: 13F-HR
CIK: founders-financial-alliance
Manager Name: Founders-Financial-Alliance

Data Enrichment

54% identified

335 identified280 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

615 positions • $409.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A702

VGT|92204A702

Shares:781

Value:$423.2K

% of Portfolio:0.1% ($423.2K/$409.3M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:868

Value:$420.8K

% of Portfolio:0.1% ($420.8K/$409.3M)

CUMMINS INC

CMI|231021106

Shares:1.3K

Value:$419.7K

% of Portfolio:0.1% ($419.7K/$409.3M)

808524755

FNDF|808524755

Shares:11.6K

Value:$419.7K

% of Portfolio:0.1% ($419.7K/$409.3M)

STRYKER CORP

SYK|863667101

Shares:1.1K

Value:$413.7K

% of Portfolio:0.1% ($413.7K/$409.3M)

92189F106

GDX|92189F106

Shares:8.9K

Value:$408.4K

% of Portfolio:0.1% ($408.4K/$409.3M)

ServiceNow, Inc.

NOW|81762P102

Shares:511

Value:$406.8K

% of Portfolio:0.1% ($406.8K/$409.3M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.5K

Value:$402.4K

% of Portfolio:0.1% ($402.4K/$409.3M)

33734H106

Shares:9.0K

Value:$399.2K

% of Portfolio:0.1% ($399.2K/$409.3M)

37960A669

Shares:19.0K

Value:$397.9K

% of Portfolio:0.1% ($397.9K/$409.3M)

British American Tobacco p.l.c.

BTI|110448107

Shares:9.6K

Value:$397.8K

% of Portfolio:0.1% ($397.8K/$409.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:787

Value:$389.8K

% of Portfolio:0.1% ($389.8K/$409.3M)

46137V233

Shares:8.4K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$409.3M)

381430503

GSLC|381430503

Shares:3.5K

Value:$387.8K

% of Portfolio:0.1% ($387.8K/$409.3M)

Mastercard Inc

MA|57636Q104

Shares:702

Value:$384.6K

% of Portfolio:0.1% ($384.6K/$409.3M)

CSX CORP

CSX|126408103

Shares:13.0K

Value:$382.0K

% of Portfolio:0.1% ($382.0K/$409.3M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.6K

Value:$380.9K

% of Portfolio:0.1% ($380.9K/$409.3M)

MORGAN STANLEY

MS|617446448

Shares:3.2K

Value:$377.7K

% of Portfolio:0.1% ($377.7K/$409.3M)

14020G101

Shares:11.0K

Value:$375.4K

% of Portfolio:0.1% ($375.4K/$409.3M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:5.9K

Value:$374.9K

% of Portfolio:0.1% ($374.9K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	781	QoQ -24.39% (-252) YoY -24.24% (-250)	All Managers (Combined)	$423.2K	0.1% ($423.2K/$409.3M)	QoQ -34.13% (-$219.4K) YoY -21.67% (-$117.1K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	868	QoQ NEW(+868) YoY NEW(+868)	All Managers (Combined)	$420.8K	0.1% ($420.8K/$409.3M)	QoQ NEW(+$420.8K) YoY NEW(+$420.8K)
CUMMINS INC(CMIcusip231021106)	1.3K	QoQ +0.07% (-1) YoY -6.49% (-93)	All Managers (Combined)	$419.7K	0.1% ($419.7K/$409.3M)	QoQ -9.99% (-$46.6K) YoY -0.53% (-$2.2K)
(FNDFcusip808524755)	11.6K	QoQ +14980.51% (+11.5K) YoY +82842.85% (+11.6K)	All Managers (Combined)	$419.7K	0.1% ($419.7K/$409.3M)	QoQ +16312.12% (+$417.1K) YoY +83999.79% (+$419.2K)
STRYKER CORP(SYKcusip863667101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$413.7K	0.1% ($413.7K/$409.3M)	QoQ NEW(+$413.7K) YoY NEW(+$413.7K)
(GDXcusip92189F106)	8.9K	QoQ 0.00% (+0) YoY -31.92% (-4.2K)	All Managers (Combined)	$408.4K	0.1% ($408.4K/$409.3M)	QoQ +35.56% (+$107.1K) YoY -1.03% (-$4.3K)
ServiceNow, Inc.(NOWcusip81762P102)	511	QoQ NEW(+511) YoY NEW(+511)	All Managers (Combined)	$406.8K	0.1% ($406.8K/$409.3M)	QoQ NEW(+$406.8K) YoY NEW(+$406.8K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.5K	QoQ +87.78% (+690) YoY NEW(+1.5K)	All Managers (Combined)	$402.4K	0.1% ($402.4K/$409.3M)	QoQ +94.17% (+$195.2K) YoY NEW(+$402.4K)
(cusip33734H106)✕	9.0K	QoQ +4.51% (+387) YoY +60.10% (+3.4K)	All Managers (Combined)	$399.2K	0.1% ($399.2K/$409.3M)	QoQ +6.79% (+$25.4K) YoY +69.05% (+$163.1K)
(cusip37960A669)✕	19.0K	QoQ +3.43% (+630) YoY +38.55% (+5.3K)	All Managers (Combined)	$397.9K	0.1% ($397.9K/$409.3M)	QoQ +5.19% (+$19.6K) YoY +34.20% (+$101.4K)
British American Tobacco p.l.c.(BTIcusip110448107)	9.6K	QoQ +1.07% (+102) YoY NEW(+9.6K)	All Managers (Combined)	$397.8K	0.1% ($397.8K/$409.3M)	QoQ +15.12% (+$52.3K) YoY NEW(+$397.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	787	QoQ NEW(+787) YoY NEW(+787)	All Managers (Combined)	$389.8K	0.1% ($389.8K/$409.3M)	QoQ NEW(+$389.8K) YoY NEW(+$389.8K)
(cusip46137V233)✕	8.4K	QoQ +15.92% (+1.2K) YoY NEW(+8.4K)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$409.3M)	QoQ +6.77% (+$24.7K) YoY NEW(+$388.5K)
(GSLCcusip381430503)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$387.8K	0.1% ($387.8K/$409.3M)	QoQ -4.42% (-$18.0K) YoY +6.06% (+$22.2K)
Mastercard Inc(MAcusip57636Q104)	702	QoQ +3.84% (+26) YoY -20.94% (-186)	All Managers (Combined)	$384.6K	0.1% ($384.6K/$409.3M)	QoQ +8.00% (+$28.5K) YoY -10.06% (-$43.0K)
CSX CORP(CSXcusip126408103)	13.0K	QoQ +9.24% (-1.1K) YoY +3.59% (-450)	All Managers (Combined)	$382.0K	0.1% ($382.0K/$409.3M)	QoQ -0.37% (-$1.4K) YoY -17.75% (-$82.5K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.6K	QoQ +22.33% (+287) YoY +23.48% (+299)	All Managers (Combined)	$380.9K	0.1% ($380.9K/$409.3M)	QoQ +47.30% (+$122.3K) YoY +56.29% (+$137.2K)
MORGAN STANLEY(MScusip617446448)	3.2K	QoQ +71.45% (+1.3K) YoY NEW(+3.2K)	All Managers (Combined)	$377.7K	0.1% ($377.7K/$409.3M)	QoQ +59.15% (+$140.4K) YoY NEW(+$377.7K)
(cusip14020G101)✕	11.0K	QoQ -12.73% (-1.6K) YoY -12.73% (-1.6K)	All Managers (Combined)	$375.4K	0.1% ($375.4K/$409.3M)	QoQ -19.59% (-$91.5K) YoY -6.57% (-$26.4K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	5.9K	QoQ -0.30% (-18) YoY -10.63% (-704)	All Managers (Combined)	$374.9K	0.1% ($374.9K/$409.3M)	QoQ -7.38% (-$29.9K) YoY -2.52% (-$9.7K)