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

Page 18 of 31

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78464A284

Shares:6.9K

Value:$175.1K

% of Portfolio:0.0% ($175.1K/$409.3M)

46137V597

Shares:4.6K

Value:$175.0K

% of Portfolio:0.0% ($175.0K/$409.3M)

46434V613

Shares:3.7K

Value:$171.1K

% of Portfolio:0.0% ($171.1K/$409.3M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:12.9K

Value:$169.7K

% of Portfolio:0.0% ($169.7K/$409.3M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:1.5K

Value:$163.4K

% of Portfolio:0.0% ($163.4K/$409.3M)

33737M102

Shares:2.1K

Value:$156.9K

% of Portfolio:0.0% ($156.9K/$409.3M)

78463X509

Shares:4.0K

Value:$155.7K

% of Portfolio:0.0% ($155.7K/$409.3M)

81369Y100

XLB|81369Y100

Shares:1.8K

Value:$155.1K

% of Portfolio:0.0% ($155.1K/$409.3M)

BRANDYWINE REALTY TRUST

BDN|105368203

Shares:34.1K

Value:$152.3K

% of Portfolio:0.0% ($152.3K/$409.3M)

46432F396

MTUM|46432F396

Shares:743

Value:$150.2K

% of Portfolio:0.0% ($150.2K/$409.3M)

78464A763

SDY|78464A763

Shares:1.1K

Value:$147.0K

% of Portfolio:0.0% ($147.0K/$409.3M)

81369Y860

Shares:3.5K

Value:$145.6K

% of Portfolio:0.0% ($145.6K/$409.3M)

33737M201

Shares:2.9K

Value:$144.7K

% of Portfolio:0.0% ($144.7K/$409.3M)

33737M300

Shares:2.1K

Value:$143.0K

% of Portfolio:0.0% ($143.0K/$409.3M)

464287101

Shares:525

Value:$142.2K

% of Portfolio:0.0% ($142.2K/$409.3M)

33737M409

Shares:2.8K

Value:$140.8K

% of Portfolio:0.0% ($140.8K/$409.3M)

464287523

Shares:698

Value:$131.4K

% of Portfolio:0.0% ($131.4K/$409.3M)

464287721

Shares:925

Value:$130.0K

% of Portfolio:0.0% ($130.0K/$409.3M)

46434V738

Shares:2.0K

Value:$121.9K

% of Portfolio:0.0% ($121.9K/$409.3M)

33734X192

Shares:1.2K

Value:$119.7K

% of Portfolio:0.0% ($119.7K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A284)✕	6.9K	QoQ 0.00% (-0) YoY -6.71% (-500)	All Managers (Combined)	$175.1K	0.0% ($175.1K/$409.3M)	QoQ -1.40% (-$2.5K) YoY -8.42% (-$16.1K)
(cusip46137V597)✕	4.6K	QoQ 0.00% (-0) YoY +16.98% (+671)	All Managers (Combined)	$175.0K	0.0% ($175.0K/$409.3M)	QoQ -8.99% (-$17.3K) YoY +12.76% (+$19.8K)
(cusip46434V613)✕	3.7K	QoQ -19.07% (-875) YoY -15.72% (-693)	All Managers (Combined)	$171.1K	0.0% ($171.1K/$409.3M)	QoQ -17.48% (-$36.3K) YoY -14.81% (-$29.8K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	12.9K	QoQ 0.00% (-1) YoY +3.38% (+424)	All Managers (Combined)	$169.7K	0.0% ($169.7K/$409.3M)	QoQ -6.22% (-$11.3K) YoY +2.52% (+$4.2K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	1.5K	QoQ NEW(+1.5K) YoY -38.76% (-926)	All Managers (Combined)	$163.4K	0.0% ($163.4K/$409.3M)	QoQ NEW(+$163.4K) YoY -41.75% (-$117.1K)
(cusip33737M102)✕	2.1K	QoQ 0.00% (-0) YoY +0.57% (-12)	All Managers (Combined)	$156.9K	0.0% ($156.9K/$409.3M)	QoQ -6.39% (-$10.7K) YoY -0.40% (-$644)
(cusip78463X509)✕	4.0K	QoQ +1.30% (+51) YoY +17.31% (+584)	All Managers (Combined)	$155.7K	0.0% ($155.7K/$409.3M)	QoQ +3.94% (+$5.9K) YoY +27.63% (+$33.7K)
(XLBcusip81369Y100)	1.8K	QoQ +300.88% (+1.4K) YoY +300.88% (+1.4K)	All Managers (Combined)	$155.1K	0.0% ($155.1K/$409.3M)	QoQ +309.65% (+$117.2K) YoY +271.07% (+$113.3K)
BRANDYWINE REALTY TRUST(BDNcusip105368203)	34.1K	QoQ 0.00% (-0) YoY -8.83% (-3.3K)	All Managers (Combined)	$152.3K	0.0% ($152.3K/$409.3M)	QoQ -20.35% (-$38.9K) YoY -15.29% (-$27.5K)
(MTUMcusip46432F396)	743	QoQ +38.36% (+206) YoY +28.10% (+163)	All Managers (Combined)	$150.2K	0.0% ($150.2K/$409.3M)	QoQ +35.31% (+$39.2K) YoY +38.23% (+$41.5K)
(SDYcusip78464A763)	1.1K	QoQ +30.91% (+256) YoY +1.30% (+14)	All Managers (Combined)	$147.0K	0.0% ($147.0K/$409.3M)	QoQ +34.38% (+$37.6K) YoY +4.72% (+$6.6K)
(cusip81369Y860)✕	3.5K	QoQ +2143.87% (+3.3K) YoY +1702.07% (+3.3K)	All Managers (Combined)	$145.6K	0.0% ($145.6K/$409.3M)	QoQ +2208.65% (+$139.3K) YoY +1803.75% (+$137.9K)
(cusip33737M201)✕	2.9K	QoQ +0.34% (-10) YoY +1.37% (-39)	All Managers (Combined)	$144.7K	0.0% ($144.7K/$409.3M)	QoQ -5.41% (-$8.3K) YoY -5.57% (-$8.5K)
(cusip33737M300)✕	2.1K	QoQ 0.00% (-0) YoY +0.67% (+14)	All Managers (Combined)	$143.0K	0.0% ($143.0K/$409.3M)	QoQ -11.14% (-$17.9K) YoY +5.41% (+$7.3K)
(cusip464287101)✕	525	QoQ -5.91% (-33) YoY -21.17% (-141)	All Managers (Combined)	$142.2K	0.0% ($142.2K/$409.3M)	QoQ -11.78% (-$19.0K) YoY -13.70% (-$22.6K)
(cusip33737M409)✕	2.8K	QoQ 0.00% (-0) YoY +1.43% (-40)	All Managers (Combined)	$140.8K	0.0% ($140.8K/$409.3M)	QoQ -9.59% (-$14.9K) YoY -7.15% (-$10.9K)
(cusip464287523)✕	698	QoQ -4.25% (-31) YoY -7.05% (-53)	All Managers (Combined)	$131.4K	0.0% ($131.4K/$409.3M)	QoQ -16.30% (-$25.6K) YoY -22.51% (-$38.2K)
(cusip464287721)✕	925	QoQ -43.70% (-718) YoY -51.03% (-964)	All Managers (Combined)	$130.0K	0.0% ($130.0K/$409.3M)	QoQ -50.41% (-$132.1K) YoY -49.06% (-$125.2K)
(cusip46434V738)✕	2.0K	QoQ 0.00% (+0) YoY +1.35% (+27)	All Managers (Combined)	$121.9K	0.0% ($121.9K/$409.3M)	QoQ +11.42% (+$12.5K) YoY +5.35% (+$6.2K)
(cusip33734X192)✕	1.2K	QoQ +119.51% (+637) YoY +137.80% (+678)	All Managers (Combined)	$119.7K	0.0% ($119.7K/$409.3M)	QoQ +88.58% (+$56.2K) YoY +154.56% (+$72.7K)