Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

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HASBRO, INC.

HAS|418056107

Shares:3.8K

Value:$231.8K

% of Portfolio:0.1% ($231.8K/$409.3M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:3.6K

Value:$228.5K

% of Portfolio:0.1% ($228.5K/$409.3M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:658

Value:$227.1K

% of Portfolio:0.1% ($227.1K/$409.3M)

KROGER CO

KR|501044101

Shares:3.3K

Value:$224.8K

% of Portfolio:0.1% ($224.8K/$409.3M)

46435G516

ESGD|46435G516

Shares:2.8K

Value:$224.6K

% of Portfolio:0.1% ($224.6K/$409.3M)

HALLIBURTON CO

HAL|406216101

Shares:8.8K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$409.3M)

SOUTHERN CO

SO|842587107

Shares:2.4K

Value:$223.5K

% of Portfolio:0.1% ($223.5K/$409.3M)

SMITH A O CORP

AOS|831865209

Shares:3.4K

Value:$223.0K

% of Portfolio:0.1% ($223.0K/$409.3M)

Oxford Square Capital Corp.

OXSQ|69181V107

Shares:84.9K

Value:$221.5K

% of Portfolio:0.1% ($221.5K/$409.3M)

33734X150

Shares:3.2K

Value:$221.3K

% of Portfolio:0.1% ($221.3K/$409.3M)

Natera, Inc.

NTRA|632307104

Shares:1.6K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$409.3M)

Airbnb, Inc.

ABNB|009066101

Shares:1.8K

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$409.3M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:2.5K

Value:$218.2K

% of Portfolio:0.1% ($218.2K/$409.3M)

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

ETO|27828U106

Shares:8.9K

Value:$217.9K

% of Portfolio:0.1% ($217.9K/$409.3M)

Expedia Group, Inc.

EXPE|30212P303

Shares:1.3K

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$409.3M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$215.5K

% of Portfolio:0.1% ($215.5K/$409.3M)

46434V621

DGRO|46434V621

Shares:3.5K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$409.3M)

ENTERGY CORP /DE/

ETR|29364G103

Shares:2.5K

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$409.3M)

GoDaddy Inc.

GDDY|380237107

Shares:1.2K

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$409.3M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.2K

Value:$212.2K

% of Portfolio:0.1% ($212.2K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HASBRO, INC.(HAScusip418056107)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$231.8K	0.1% ($231.8K/$409.3M)	QoQ NEW(+$231.8K) YoY NEW(+$231.8K)
ALLIANT ENERGY CORP(LNTcusip018802108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$228.5K	0.1% ($228.5K/$409.3M)	QoQ NEW(+$228.5K) YoY NEW(+$228.5K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	658	QoQ NEW(+658) YoY NEW(+658)	All Managers (Combined)	$227.1K	0.1% ($227.1K/$409.3M)	QoQ NEW(+$227.1K) YoY NEW(+$227.1K)
KROGER CO(KRcusip501044101)	3.3K	QoQ +0.09% (+3) YoY NEW(+3.3K)	All Managers (Combined)	$224.8K	0.1% ($224.8K/$409.3M)	QoQ +10.81% (+$21.9K) YoY NEW(+$224.8K)
(ESGDcusip46435G516)	2.8K	QoQ +189.47% (+1.8K) YoY +189.47% (+1.8K)	All Managers (Combined)	$224.6K	0.1% ($224.6K/$409.3M)	QoQ +210.57% (+$152.3K) YoY +195.92% (+$148.7K)
HALLIBURTON CO(HALcusip406216101)	8.8K	QoQ +19.01% (+1.4K) YoY NEW(+8.8K)	All Managers (Combined)	$224.0K	0.1% ($224.0K/$409.3M)	QoQ +11.06% (+$22.3K) YoY NEW(+$224.0K)
SOUTHERN CO(SOcusip842587107)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$223.5K	0.1% ($223.5K/$409.3M)	QoQ NEW(+$223.5K) YoY NEW(+$223.5K)
SMITH A O CORP(AOScusip831865209)	3.4K	QoQ +0.61% (-21) YoY +47.32% (+1.1K)	All Managers (Combined)	$223.0K	0.1% ($223.0K/$409.3M)	QoQ -3.58% (-$8.3K) YoY +7.63% (+$15.8K)
Oxford Square Capital Corp.(OXSQcusip69181V107)	84.9K	QoQ 0.00% (+0) YoY +82.89% (+38.5K)	All Managers (Combined)	$221.5K	0.1% ($221.5K/$409.3M)	QoQ +6.96% (+$14.4K) YoY +50.58% (+$74.4K)
(cusip33734X150)✕	3.2K	QoQ +5.16% (-156) YoY -9.01% (-315)	All Managers (Combined)	$221.3K	0.1% ($221.3K/$409.3M)	QoQ -2.09% (-$4.7K) YoY -13.16% (-$33.5K)
Natera, Inc.(NTRAcusip632307104)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$409.3M)	QoQ NEW(+$219.6K) YoY NEW(+$219.6K)
Airbnb, Inc.(ABNBcusip009066101)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$218.3K	0.1% ($218.3K/$409.3M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)
MICRON TECHNOLOGY INC(MUcusip595112103)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$218.2K	0.1% ($218.2K/$409.3M)	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund(ETOcusip27828U106)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$217.9K	0.1% ($217.9K/$409.3M)	QoQ NEW(+$217.9K) YoY NEW(+$217.9K)
Expedia Group, Inc.(EXPEcusip30212P303)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$409.3M)	QoQ NEW(+$217.7K) YoY NEW(+$217.7K)
(QUALcusip46432F339)	1.3K	QoQ -15.76% (-236) YoY +31.90% (+305)	All Managers (Combined)	$215.5K	0.1% ($215.5K/$409.3M)	QoQ -19.16% (-$51.1K) YoY +37.15% (+$58.4K)
(DGROcusip46434V621)	3.5K	QoQ +0.08% (+3) YoY -3.30% (-119)	All Managers (Combined)	$214.9K	0.1% ($214.9K/$409.3M)	QoQ +0.80% (+$1.7K) YoY +2.90% (-$6.1K)
ENTERGY CORP /DE/(ETRcusip29364G103)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$409.3M)	QoQ NEW(+$213.8K) YoY NEW(+$213.8K)
GoDaddy Inc.(GDDYcusip380237107)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$409.3M)	QoQ NEW(+$213.1K) YoY NEW(+$213.1K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$212.2K	0.1% ($212.2K/$409.3M)	QoQ NEW(+$212.2K) YoY NEW(+$212.2K)