Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "PM",
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  "MO",
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]

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

Page 12 of 31

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Spotify Technology S.A.

SPOT|L8681T102

Shares:680

Value:$374.0K

% of Portfolio:0.1% ($374.0K/$409.3M)

ARMSTRONG WORLD INDUSTRIES INC

AWI|04247X102

Shares:2.6K

Value:$362.9K

% of Portfolio:0.1% ($362.9K/$409.3M)

NewtekOne, Inc.

NEWT|652526203

Shares:29.5K

Value:$353.3K

% of Portfolio:0.1% ($353.3K/$409.3M)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:71.9K

Value:$351.6K

% of Portfolio:0.1% ($351.6K/$409.3M)

33738R605

Shares:6.4K

Value:$351.3K

% of Portfolio:0.1% ($351.3K/$409.3M)

TE Connectivity plc

TEL|G87052109

Shares:2.5K

Value:$350.8K

% of Portfolio:0.1% ($350.8K/$409.3M)

DEERE & CO

DE|244199105

Shares:747

Value:$350.6K

% of Portfolio:0.1% ($350.6K/$409.3M)

81369Y886

Shares:4.4K

Value:$349.1K

% of Portfolio:0.1% ($349.1K/$409.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:694

Value:$345.5K

% of Portfolio:0.1% ($345.5K/$409.3M)

WESBANCO INC

WSBC|950810101

Shares:11.2K

Value:$345.4K

% of Portfolio:0.1% ($345.4K/$409.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:4.7K

Value:$344.8K

% of Portfolio:0.1% ($344.8K/$409.3M)

78468R556

Shares:2.5K

Value:$333.2K

% of Portfolio:0.1% ($333.2K/$409.3M)

RESMED INC

RMD|761152107

Shares:1.5K

Value:$329.6K

% of Portfolio:0.1% ($329.6K/$409.3M)

Chubb Ltd

CB|H1467J104

Shares:1.1K

Value:$327.7K

% of Portfolio:0.1% ($327.7K/$409.3M)

Snap-on Inc

SNA|833034101

Shares:972

Value:$327.7K

% of Portfolio:0.1% ($327.7K/$409.3M)

81369Y852

Shares:3.4K

Value:$326.2K

% of Portfolio:0.1% ($326.2K/$409.3M)

Howmet Aerospace Inc.

HWM|443201108

Shares:2.5K

Value:$326.0K

% of Portfolio:0.1% ($326.0K/$409.3M)

46435G425

ESGU|46435G425

Shares:2.7K

Value:$326.0K

% of Portfolio:0.1% ($326.0K/$409.3M)

Discover Financial Services

DFS|254709108

Shares:1.9K

Value:$326.0K

% of Portfolio:0.1% ($326.0K/$409.3M)

FNB CORP/PA/

FNB|302520101

Shares:24.2K

Value:$325.2K

% of Portfolio:0.1% ($325.2K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Spotify Technology S.A.(SPOTcusipL8681T102)	680	QoQ NEW(+680) YoY NEW(+680)	All Managers (Combined)	$374.0K	0.1% ($374.0K/$409.3M)	QoQ NEW(+$374.0K) YoY NEW(+$374.0K)
ARMSTRONG WORLD INDUSTRIES INC(AWIcusip04247X102)	2.6K	QoQ +1.77% (+45) YoY +5.01% (+123)	All Managers (Combined)	$362.9K	0.1% ($362.9K/$409.3M)	QoQ +1.45% (+$5.2K) YoY +19.09% (+$58.2K)
NewtekOne, Inc.(NEWTcusip652526203)	29.5K	QoQ +1.11% (-326) YoY -35.14% (-16.0K)	All Managers (Combined)	$353.3K	0.1% ($353.3K/$409.3M)	QoQ -5.29% (-$19.8K) YoY -29.48% (-$147.7K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	71.9K	QoQ +10.81% (+7.0K) YoY +90.30% (+34.1K)	All Managers (Combined)	$351.6K	0.1% ($351.6K/$409.3M)	QoQ +11.50% (+$36.3K) YoY +88.37% (+$165.0K)
(cusip33738R605)✕	6.4K	QoQ +6.45% (-388) YoY -4.17% (-279)	All Managers (Combined)	$351.3K	0.1% ($351.3K/$409.3M)	QoQ -1.11% (-$4.0K) YoY -8.12% (-$31.1K)
TE Connectivity plc(TELcusipG87052109)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$350.8K	0.1% ($350.8K/$409.3M)	QoQ NEW(+$350.8K) YoY NEW(+$350.8K)
DEERE & CO(DEcusip244199105)	747	QoQ +4.32% (+31) YoY NEW(+747)	All Managers (Combined)	$350.6K	0.1% ($350.6K/$409.3M)	QoQ +15.59% (+$47.3K) YoY NEW(+$350.6K)
(cusip81369Y886)✕	4.4K	QoQ +204.05% (+3.0K) YoY +199.52% (+2.9K)	All Managers (Combined)	$349.1K	0.1% ($349.1K/$409.3M)	QoQ +216.77% (+$238.9K) YoY +259.79% (+$252.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	694	QoQ +44.28% (+213) YoY +94.39% (+337)	All Managers (Combined)	$345.5K	0.1% ($345.5K/$409.3M)	QoQ +37.99% (+$95.1K) YoY +66.49% (+$138.0K)
WESBANCO INC(WSBCcusip950810101)	11.2K	QoQ -0.47% (-53) YoY -37.85% (-6.8K)	All Managers (Combined)	$345.4K	0.1% ($345.4K/$409.3M)	QoQ -5.30% (-$19.3K) YoY -35.44% (-$189.7K)
Uber Technologies, Inc(UBERcusip90353T100)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$344.8K	0.1% ($344.8K/$409.3M)	QoQ NEW(+$344.8K) YoY NEW(+$344.8K)
(cusip78468R556)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$333.2K	0.1% ($333.2K/$409.3M)	QoQ -0.49% (-$1.7K) YoY -14.98% (-$58.7K)
RESMED INC(RMDcusip761152107)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$329.6K	0.1% ($329.6K/$409.3M)	QoQ NEW(+$329.6K) YoY NEW(+$329.6K)
Chubb Ltd(CBcusipH1467J104)	1.1K	QoQ +21.88% (+195) YoY NEW(+1.1K)	All Managers (Combined)	$327.7K	0.1% ($327.7K/$409.3M)	QoQ +33.13% (+$81.5K) YoY NEW(+$327.7K)
Snap-on Inc(SNAcusip833034101)	972	QoQ -7.16% (-75) YoY -16.70% (-195)	All Managers (Combined)	$327.7K	0.1% ($327.7K/$409.3M)	QoQ -7.83% (-$27.9K) YoY -5.23% (-$18.1K)
(cusip81369Y852)✕	3.4K	QoQ +9.62% (+297) YoY +95.71% (+1.7K)	All Managers (Combined)	$326.2K	0.1% ($326.2K/$409.3M)	QoQ +9.20% (+$27.5K) YoY +131.12% (+$185.1K)
Howmet Aerospace Inc.(HWMcusip443201108)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$326.0K	0.1% ($326.0K/$409.3M)	QoQ NEW(+$326.0K) YoY NEW(+$326.0K)
(ESGUcusip46435G425)	2.7K	QoQ -16.28% (-520) YoY -31.80% (-1.2K)	All Managers (Combined)	$326.0K	0.1% ($326.0K/$409.3M)	QoQ -20.77% (-$85.5K) YoY -27.67% (-$124.8K)
Discover Financial Services(DFScusip254709108)	1.9K	QoQ +0.15% (-3) YoY +0.26% (+5)	All Managers (Combined)	$326.0K	0.1% ($326.0K/$409.3M)	QoQ -1.34% (-$4.4K) YoY +30.53% (+$76.2K)
FNB CORP/PA/(FNBcusip302520101)	24.2K	QoQ -4.34% (-1.1K) YoY -4.24% (-1.1K)	All Managers (Combined)	$325.2K	0.1% ($325.2K/$409.3M)	QoQ -12.95% (-$48.4K) YoY -8.66% (-$30.9K)