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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RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:884

Value:$212.2K

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

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$211.6K

% of Portfolio:0.1% ($211.6K/$409.3M)

REGENCY CENTERS CORP

REG|758849103

Shares:2.8K

Value:$209.2K

% of Portfolio:0.1% ($209.2K/$409.3M)

33738D101

Shares:5.6K

Value:$208.7K

% of Portfolio:0.1% ($208.7K/$409.3M)

GSK plc

GSK|37733W204

Shares:5.4K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$409.3M)

DOCUSIGN, INC.

DOCU|256163106

Shares:2.5K

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$409.3M)

INTEL CORP

INTC|458140100

Shares:9.1K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$409.3M)

37950E291

Shares:10.9K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$409.3M)

78464A649

Shares:8.0K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$409.3M)

TWILIO INC

TWLO|90138F102

Shares:2.1K

Value:$203.2K

% of Portfolio:0.0% ($203.2K/$409.3M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:2.4K

Value:$202.3K

% of Portfolio:0.0% ($202.3K/$409.3M)

97717Y477

Shares:4.6K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$409.3M)

HERSHEY CO

HSY|427866108

Shares:1.2K

Value:$200.8K

% of Portfolio:0.0% ($200.8K/$409.3M)

33740F821

Shares:5.9K

Value:$197.9K

% of Portfolio:0.0% ($197.9K/$409.3M)

921946810

VIGI|921946810

Shares:2.4K

Value:$197.3K

% of Portfolio:0.0% ($197.3K/$409.3M)

464287226

Shares:1.9K

Value:$190.1K

% of Portfolio:0.0% ($190.1K/$409.3M)

46137V548

Shares:9.6K

Value:$183.0K

% of Portfolio:0.0% ($183.0K/$409.3M)

BlackRock Multi-Sector Income Trust

BIT|09258A107

Shares:12.3K

Value:$178.2K

% of Portfolio:0.0% ($178.2K/$409.3M)

33734X101

Shares:3.0K

Value:$176.6K

% of Portfolio:0.0% ($176.6K/$409.3M)

97717W588

Shares:3.0K

Value:$175.4K

% of Portfolio:0.0% ($175.4K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	884	QoQ NEW(+884) YoY NEW(+884)	All Managers (Combined)	$212.2K	0.1% ($212.2K/$409.3M)	QoQ NEW(+$212.2K) YoY NEW(+$212.2K)
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ NEW(+2.4K) YoY -12.45% (-335)	All Managers (Combined)	$211.6K	0.1% ($211.6K/$409.3M)	QoQ NEW(+$211.6K) YoY -9.73% (-$22.8K)
REGENCY CENTERS CORP(REGcusip758849103)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$209.2K	0.1% ($209.2K/$409.3M)	QoQ NEW(+$209.2K) YoY NEW(+$209.2K)
(cusip33738D101)✕	5.6K	QoQ +2.31% (+126) YoY NEW(+5.6K)	All Managers (Combined)	$208.7K	0.1% ($208.7K/$409.3M)	QoQ +7.58% (+$14.7K) YoY NEW(+$208.7K)
GSK plc(GSKcusip37733W204)	5.4K	QoQ -10.23% (-614) YoY -10.84% (-655)	All Managers (Combined)	$208.6K	0.1% ($208.6K/$409.3M)	QoQ +2.83% (-$5.8K) YoY -19.42% (-$50.3K)
DOCUSIGN, INC.(DOCUcusip256163106)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$409.3M)	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
INTEL CORP(INTCcusip458140100)	9.1K	QoQ -21.18% (-2.4K) YoY -26.67% (-3.3K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$409.3M)	QoQ -10.72% (-$24.7K) YoY -62.30% (-$339.7K)
(cusip37950E291)✕	10.9K	QoQ +1.69% (+181) YoY +6.70% (+684)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$409.3M)	QoQ +6.24% (+$12.1K) YoY +15.59% (+$27.7K)
(cusip78464A649)✕	8.0K	QoQ +0.64% (+51) YoY -1.32% (-107)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$409.3M)	QoQ +2.86% (+$5.7K) YoY -0.30% (-$625)
TWILIO INC(TWLOcusip90138F102)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$203.2K	0.0% ($203.2K/$409.3M)	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$202.3K	0.0% ($202.3K/$409.3M)	QoQ NEW(+$202.3K) YoY NEW(+$202.3K)
(cusip97717Y477)✕	4.6K	QoQ +74.06% (+2.0K) YoY NEW(+4.6K)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$409.3M)	QoQ +55.12% (+$71.5K) YoY NEW(+$201.3K)
HERSHEY CO(HSYcusip427866108)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$200.8K	0.0% ($200.8K/$409.3M)	QoQ NEW(+$200.8K) YoY NEW(+$200.8K)
(cusip33740F821)✕	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$197.9K	0.0% ($197.9K/$409.3M)	QoQ NEW(+$197.9K) YoY NEW(+$197.9K)
(VIGIcusip921946810)	2.4K	QoQ +0.46% (+11) YoY +19.84% (+394)	All Managers (Combined)	$197.3K	0.0% ($197.3K/$409.3M)	QoQ +4.17% (+$7.9K) YoY +21.89% (+$35.4K)
(cusip464287226)✕	1.9K	QoQ -28.14% (-753) YoY -40.23% (-1.3K)	All Managers (Combined)	$190.1K	0.0% ($190.1K/$409.3M)	QoQ -26.66% (-$69.1K) YoY -39.63% (-$124.8K)
(cusip46137V548)✕	9.6K	QoQ -6.46% (-663) YoY -4.81% (-485)	All Managers (Combined)	$183.0K	0.0% ($183.0K/$409.3M)	QoQ -2.58% (-$4.9K) YoY -2.09% (-$3.9K)
BlackRock Multi-Sector Income Trust(BITcusip09258A107)	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$178.2K	0.0% ($178.2K/$409.3M)	QoQ NEW(+$178.2K) YoY NEW(+$178.2K)
(cusip33734X101)✕	3.0K	QoQ +5.24% (-152) YoY -5.01% (-161)	All Managers (Combined)	$176.6K	0.0% ($176.6K/$409.3M)	QoQ -5.72% (-$10.7K) YoY -14.77% (-$30.6K)
(cusip97717W588)✕	3.0K	QoQ +61.25% (+1.1K) YoY NEW(+3.0K)	All Managers (Combined)	$175.4K	0.0% ($175.4K/$409.3M)	QoQ +56.23% (+$63.1K) YoY NEW(+$175.4K)