Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "GDX",
  null,
  null,
  null,
  null,
  "MU",
  null,
  "NVG",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "BTU",
  null,
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  null,
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "GDXJ",
  null,
  "SCHH",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BIT",
  null,
  null,
  "CSQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  "CMI",
  null,
  "DUK",
  "ETO",
  "EVT",
  "D",
  null,
  null,
  null,
  "PHK",
  null,
  null,
  null,
  null,
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  "CION",
  null,
  null,
  null,
  "OXSQ",
  null,
  null,
  "GD",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "EMXC",
  "GOF",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  null,
  null,
  "PNNT",
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LXU",
  null,
  "VVR",
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  "NEWT",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CHI",
  null,
  "OXLC",
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "ICF",
  "IWS",
  null,
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "UBCP",
  null,
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MS",
  "DX",
  "EQT",
  "FCNCA",
  null,
  null,
  "GE",
  null,
  "HIG",
  "HAS",
  "NVS",
  "OXY",
  null,
  "IGD",
  "ORLY",
  null,
  "DLN",
  "HSY",
  "IJR",
  "EFG",
  null,
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "LPLA",
  "MPW",
  "JPC",
  "AMGN",
  null,
  null,
  null,
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "AGNC",
  "VV",
  "VOE",
  "MNST",
  null,
  null,
  "VWO",
  null,
  "BXMX",
  "AWI",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  null,
  "ACP",
  "MMT",
  null,
  null,
  "IWO",
  "XLB",
  null,
  "IWN",
  "GDDY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "RMD",
  null,
  null,
  null,
  "ETR",
  null,
  "VYM",
  null,
  "VRTX",
  null,
  "NFG",
  "ADSK",
  "AON",
  "HAL",
  "AMD",
  "SDY",
  "FI",
  "NTRA",
  "F",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "EFX",
  "GSLC",
  "AEP",
  "BKR",
  null,
  null,
  null,
  "KMPR",
  null,
  "AOS",
  null,
  "VIGI",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "ESGD",
  "FNB",
  null,
  null,
  null,
  null,
  "EGP",
  null,
  null,
  "HBAN",
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  null,
  null,
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  null,
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "WDAY",
  "YUM",
  "IUSG",
  null,
  null,
  "LNT",
  "ORC",
  "GRMN",
  "NXST",
  null,
  "SCHD",
  "DVY",
  "FBNC",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "JKHY",
  null,
  "JCI",
  "SO",
  null,
  "ROL",
  "CRM",
  "RNR",
  null,
  "DIA",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "OLED",
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  "GWW",
  null,
  null,
  "ESGU",
  null,
  "NUE",
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "BDN",
  "BTI",
  "CLMT",
  "CTLP",
  "CARR",
  "CF",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DE",
  "DFS",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "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

Page 19 of 31

Sort by:

37954Y459

Shares:7.8K

Value:$117.4K

% of Portfolio:0.0% ($117.4K/$409.3M)

78463X889

SPDW|78463X889

Shares:3.2K

Value:$116.2K

% of Portfolio:0.0% ($116.2K/$409.3M)

921937793

BLV|921937793

Shares:1.6K

Value:$113.5K

% of Portfolio:0.0% ($113.5K/$409.3M)

FORD MOTOR CO

F|345370860

Shares:11.0K

Value:$110.7K

% of Portfolio:0.0% ($110.7K/$409.3M)

46434V803

HEFA|46434V803

Shares:3.0K

Value:$108.8K

% of Portfolio:0.0% ($108.8K/$409.3M)

316092709

Shares:1.6K

Value:$108.7K

% of Portfolio:0.0% ($108.7K/$409.3M)

46138E610

Shares:7.5K

Value:$108.7K

% of Portfolio:0.0% ($108.7K/$409.3M)

46434V860

Shares:2.1K

Value:$107.5K

% of Portfolio:0.0% ($107.5K/$409.3M)

33738D879

Shares:4.5K

Value:$106.7K

% of Portfolio:0.0% ($106.7K/$409.3M)

33738R811

Shares:1.4K

Value:$106.2K

% of Portfolio:0.0% ($106.2K/$409.3M)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:13.2K

Value:$105.1K

% of Portfolio:0.0% ($105.1K/$409.3M)

46429B747

Shares:991

Value:$102.6K

% of Portfolio:0.0% ($102.6K/$409.3M)

78468R606

Shares:4.2K

Value:$97.4K

% of Portfolio:0.0% ($97.4K/$409.3M)

46429B267

Shares:4.2K

Value:$96.7K

% of Portfolio:0.0% ($96.7K/$409.3M)

92189H409

Shares:1.9K

Value:$96.5K

% of Portfolio:0.0% ($96.5K/$409.3M)

464287168

DVY|464287168

Shares:715

Value:$96.0K

% of Portfolio:0.0% ($96.0K/$409.3M)

46429B663

Shares:778

Value:$94.2K

% of Portfolio:0.0% ($94.2K/$409.3M)

921937827

BSV|921937827

Shares:1.2K

Value:$93.8K

% of Portfolio:0.0% ($93.8K/$409.3M)

33734X135

Shares:1.7K

Value:$92.6K

% of Portfolio:0.0% ($92.6K/$409.3M)

464288448

Shares:3.0K

Value:$92.3K

% of Portfolio:0.0% ($92.3K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y459)✕	7.8K	QoQ +1.46% (-112) YoY +49.55% (+2.6K)	All Managers (Combined)	$117.4K	0.0% ($117.4K/$409.3M)	QoQ -6.24% (-$7.8K) YoY +33.54% (+$29.5K)
(SPDWcusip78463X889)	3.2K	QoQ +1.14% (+36) YoY +17.79% (+482)	All Managers (Combined)	$116.2K	0.0% ($116.2K/$409.3M)	QoQ +7.89% (+$8.5K) YoY +19.66% (+$19.1K)
(BLVcusip921937793)	1.6K	QoQ -7.72% (-135) YoY +252.73% (+1.2K)	All Managers (Combined)	$113.5K	0.0% ($113.5K/$409.3M)	QoQ -5.04% (-$6.0K) YoY +243.40% (+$80.5K)
FORD MOTOR CO(Fcusip345370860)	11.0K	QoQ -21.13% (-3.0K) YoY -20.99% (-2.9K)	All Managers (Combined)	$110.7K	0.0% ($110.7K/$409.3M)	QoQ -20.09% (-$27.8K) YoY -40.32% (-$74.8K)
(HEFAcusip46434V803)	3.0K	QoQ -1.86% (-57) YoY +7.45% (+208)	All Managers (Combined)	$108.8K	0.0% ($108.8K/$409.3M)	QoQ +2.48% (-$2.6K) YoY +11.79% (+$11.5K)
(cusip316092709)✕	1.6K	QoQ +1472.27% (+1.5K) YoY NEW(+1.6K)	All Managers (Combined)	$108.7K	0.0% ($108.7K/$409.3M)	QoQ +1438.37% (+$101.7K) YoY NEW(+$108.7K)
(cusip46138E610)✕	7.5K	QoQ +0.40% (-30) YoY +40.42% (+2.2K)	All Managers (Combined)	$108.7K	0.0% ($108.7K/$409.3M)	QoQ -1.10% (-$1.2K) YoY +31.00% (+$25.7K)
(cusip46434V860)✕	2.1K	QoQ 0.00% (+0) YoY -11.32% (-271)	All Managers (Combined)	$107.5K	0.0% ($107.5K/$409.3M)	QoQ +0.39% (+$420) YoY -11.36% (-$13.8K)
(cusip33738D879)✕	4.5K	QoQ +800.00% (+4.0K) YoY NEW(+4.5K)	All Managers (Combined)	$106.7K	0.0% ($106.7K/$409.3M)	QoQ +780.69% (+$94.6K) YoY NEW(+$106.7K)
(cusip33738R811)✕	1.4K	QoQ +10.01% (-128) YoY -26.88% (-517)	All Managers (Combined)	$106.2K	0.0% ($106.2K/$409.3M)	QoQ -4.75% (-$5.3K) YoY -38.99% (-$67.9K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$105.1K	0.0% ($105.1K/$409.3M)	QoQ NEW(+$105.1K) YoY NEW(+$105.1K)
(cusip46429B747)✕	991	QoQ +0.10% (+1) YoY +1.95% (+19)	All Managers (Combined)	$102.6K	0.0% ($102.6K/$409.3M)	QoQ +2.98% (+$3.0K) YoY +6.18% (+$6.0K)
(cusip78468R606)✕	4.2K	QoQ +9.32% (+355) YoY +9.21% (+351)	All Managers (Combined)	$97.4K	0.0% ($97.4K/$409.3M)	QoQ +9.09% (+$8.1K) YoY +9.02% (+$8.1K)
(cusip46429B267)✕	4.2K	QoQ +0.02% (+1) YoY -21.77% (-1.2K)	All Managers (Combined)	$96.7K	0.0% ($96.7K/$409.3M)	QoQ +0.04% (+$45) YoY -21.02% (-$25.8K)
(cusip92189H409)✕	1.9K	QoQ -0.78% (-15) YoY -20.05% (-473)	All Managers (Combined)	$96.5K	0.0% ($96.5K/$409.3M)	QoQ -2.18% (-$2.2K) YoY -21.70% (-$26.8K)
(DVYcusip464287168)	715	QoQ -53.78% (-832) YoY -74.12% (-2.0K)	All Managers (Combined)	$96.0K	0.0% ($96.0K/$409.3M)	QoQ -52.73% (-$107.1K) YoY -71.79% (-$244.4K)
(cusip46429B663)✕	778	QoQ +0.38% (+3) YoY +1.56% (+12)	All Managers (Combined)	$94.2K	0.0% ($94.2K/$409.3M)	QoQ +8.20% (+$7.1K) YoY +11.59% (+$9.8K)
(BSVcusip921937827)	1.2K	QoQ -12.23% (-167) YoY -1.80% (-22)	All Managers (Combined)	$93.8K	0.0% ($93.8K/$409.3M)	QoQ -11.08% (-$11.7K) YoY +0.25% (-$240)
(cusip33734X135)✕	1.7K	QoQ +3.00% (+51) YoY +3.06% (+52)	All Managers (Combined)	$92.6K	0.0% ($92.6K/$409.3M)	QoQ +0.87% (+$799) YoY +14.97% (+$12.1K)
(cusip464288448)✕	3.0K	QoQ +0.33% (+10) YoY -8.68% (-283)	All Managers (Combined)	$92.3K	0.0% ($92.3K/$409.3M)	QoQ +13.67% (+$11.1K) YoY +1.00% (-$920)