Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 2 of 31

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Alphabet Inc.

GOOGL|02079K305

Shares:26.6K

Value:$4.1M

% of Portfolio:1.0% ($4.1M/$409.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:18.3K

Value:$3.8M

% of Portfolio:0.9% ($3.8M/$409.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.1K

Value:$3.8M

% of Portfolio:0.9% ($3.8M/$409.3M)

464287614

IWF|464287614

Shares:9.9K

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$409.3M)

CHEVRON CORP

CVX|166764100

Shares:21.2K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$409.3M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:12.4K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$409.3M)

Philip Morris International Inc.

PM|718172109

Shares:21.7K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$409.3M)

78468R853

Shares:84.1K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$409.3M)

921946406

VYM|921946406

Shares:25.2K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$409.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:26.6K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$409.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:18.5K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$409.3M)

74933W452

Shares:55.6K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$409.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:11.9K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$409.3M)

MCDONALDS CORP

MCD|580135101

Shares:8.5K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$409.3M)

97717W505

Shares:51.6K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$409.3M)

Walmart Inc.

WMT|931142103

Shares:27.7K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$409.3M)

AT&T INC.

T|00206R102

Shares:85.3K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$409.3M)

464287598

IWD|464287598

Shares:12.8K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$409.3M)

78464A805

Shares:34.2K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$409.3M)

922908363

VOO|922908363

Shares:4.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	26.6K	QoQ +4.08% (-1.0K) YoY +25.39% (+5.4K)	All Managers (Combined)	$4.1M	1.0% ($4.1M/$409.3M)	QoQ -14.97% (-$723.9K) YoY +28.48% (+$911.2K)
AbbVie Inc.(ABBVcusip00287Y109)	18.3K	QoQ +1.50% (+272) YoY -7.73% (-1.5K)	All Managers (Combined)	$3.8M	0.9% ($3.8M/$409.3M)	QoQ +19.68% (+$630.7K) YoY +6.14% (-$222.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.1K	QoQ +15.60% (+953) YoY +27.73% (+1.5K)	All Managers (Combined)	$3.8M	0.9% ($3.8M/$409.3M)	QoQ +35.82% (+$991.9K) YoY +61.76% (+$1.4M)
(IWFcusip464287614)	9.9K	QoQ -7.97% (-857) YoY -14.67% (-1.7K)	All Managers (Combined)	$3.6M	0.9% ($3.6M/$409.3M)	QoQ -17.24% (-$744.4K) YoY -8.58% (-$335.7K)
CHEVRON CORP(CVXcusip166764100)	21.2K	QoQ +12.87% (+2.4K) YoY +24.16% (+4.1K)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$409.3M)	QoQ +30.37% (+$826.6K) YoY +31.67% (+$853.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$409.3M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Philip Morris International Inc.(PMcusip718172109)	21.7K	QoQ +2.12% (+451) YoY -0.89% (-196)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$409.3M)	QoQ +34.68% (+$886.2K) YoY +71.69% (-$1.4M)
(cusip78468R853)✕	84.1K	QoQ +8.44% (-6.5K) YoY +27.31% (+18.0K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$409.3M)	QoQ -1.60% (-$55.8K) YoY +20.57% (+$585.0K)
(VYMcusip921946406)	25.2K	QoQ +1.51% (+376) YoY -10.61% (-3.0K)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$409.3M)	QoQ +2.60% (+$82.6K) YoY -4.72% (-$161.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	26.6K	QoQ +6.13% (+1.5K) YoY +14.58% (+3.4K)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$409.3M)	QoQ +17.33% (+$466.9K) YoY +17.22% (+$464.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	18.5K	QoQ +3.05% (+547) YoY -3.62% (-695)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$409.3M)	QoQ +18.17% (+$471.2K) YoY +1.03% (-$31.5K)
(cusip74933W452)✕	55.6K	QoQ NEW(+55.6K) YoY NEW(+55.6K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$409.3M)	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
LOWES COMPANIES INC(LOWcusip548661107)	11.9K	QoQ -0.98% (-118) YoY +1.34% (-158)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$409.3M)	QoQ -6.42% (-$190.7K) YoY -7.20% (-$215.6K)
MCDONALDS CORP(MCDcusip580135101)	8.5K	QoQ +40.37% (+2.4K) YoY +71.80% (+3.5K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$409.3M)	QoQ +51.24% (+$899.0K) YoY +90.33% (+$1.3M)
(cusip97717W505)✕	51.6K	QoQ +4.57% (+2.3K) YoY +26.15% (+10.7K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$409.3M)	QoQ +1.60% (+$40.3K) YoY +28.09% (+$560.5K)
Walmart Inc.(WMTcusip931142103)	27.7K	QoQ +10.58% (+2.6K) YoY +89.88% (+13.1K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$409.3M)	QoQ +7.45% (+$168.5K) YoY +177.04% (+$1.6M)
AT&T INC.(Tcusip00206R102)	85.3K	QoQ +3.98% (+3.3K) YoY -17.42% (-18.0K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$409.3M)	QoQ +29.14% (+$544.5K) YoY +32.68% (-$594.3K)
(IWDcusip464287598)	12.8K	QoQ -9.64% (-1.4K) YoY -11.13% (-1.6K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$409.3M)	QoQ -8.16% (-$213.8K) YoY -6.65% (-$171.4K)
(cusip78464A805)✕	34.2K	QoQ +20.29% (+5.8K) YoY +17.18% (+5.0K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$409.3M)	QoQ +14.53% (+$295.2K) YoY +24.23% (+$453.9K)
(VOOcusip922908363)	4.4K	QoQ +21.60% (+784) YoY +68.52% (+1.8K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$409.3M)	QoQ +15.97% (+$312.3K) YoY +80.17% (+$1.0M)