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 20 of 31

Sort by:

464288588

Shares:971

Value:$91.0K

% of Portfolio:0.0% ($91.0K/$409.3M)

78464A698

Shares:1.6K

Value:$89.5K

% of Portfolio:0.0% ($89.5K/$409.3M)

Invesco Senior Income Trust

VVR|46131H107

Shares:23.9K

Value:$89.4K

% of Portfolio:0.0% ($89.4K/$409.3M)

922908637

VV|922908637

Shares:340

Value:$87.5K

% of Portfolio:0.0% ($87.5K/$409.3M)

464289875

Shares:2.0K

Value:$85.9K

% of Portfolio:0.0% ($85.9K/$409.3M)

92206C409

Shares:1.1K

Value:$84.8K

% of Portfolio:0.0% ($84.8K/$409.3M)

92204A884

Shares:571

Value:$84.7K

% of Portfolio:0.0% ($84.7K/$409.3M)

37954Y806

Shares:7.0K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$409.3M)

464288695

Shares:982

Value:$80.2K

% of Portfolio:0.0% ($80.2K/$409.3M)

46137V837

Shares:802

Value:$80.2K

% of Portfolio:0.0% ($80.2K/$409.3M)

464288885

EFG|464288885

Shares:793

Value:$79.3K

% of Portfolio:0.0% ($79.3K/$409.3M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:12.8K

Value:$77.4K

% of Portfolio:0.0% ($77.4K/$409.3M)

Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND

IGD|92912T100

Shares:13.4K

Value:$77.3K

% of Portfolio:0.0% ($77.3K/$409.3M)

808524508

Shares:2.9K

Value:$77.2K

% of Portfolio:0.0% ($77.2K/$409.3M)

464287689

IWV|464287689

Shares:240

Value:$76.3K

% of Portfolio:0.0% ($76.3K/$409.3M)

464287457

Shares:912

Value:$75.5K

% of Portfolio:0.0% ($75.5K/$409.3M)

464287754

Shares:579

Value:$75.4K

% of Portfolio:0.0% ($75.4K/$409.3M)

92189F643

Shares:832

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$409.3M)

92206C771

Shares:1.6K

Value:$72.7K

% of Portfolio:0.0% ($72.7K/$409.3M)

464287663

IUSV|464287663

Shares:776

Value:$71.6K

% of Portfolio:0.0% ($71.6K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288588)✕	971	QoQ +0.51% (+5) YoY -12.20% (-135)	All Managers (Combined)	$91.0K	0.0% ($91.0K/$409.3M)	QoQ +2.76% (+$2.4K) YoY -10.92% (-$11.2K)
(cusip78464A698)✕	1.6K	QoQ +31.25% (+375) YoY -14.86% (-275)	All Managers (Combined)	$89.5K	0.0% ($89.5K/$409.3M)	QoQ +23.63% (+$17.1K) YoY -3.74% (-$3.5K)
Invesco Senior Income Trust(VVRcusip46131H107)	23.9K	QoQ NEW(+23.9K) YoY NEW(+23.9K)	All Managers (Combined)	$89.4K	0.0% ($89.4K/$409.3M)	QoQ NEW(+$89.4K) YoY NEW(+$89.4K)
(VVcusip922908637)	340	QoQ 0.00% (-0) YoY -55.49% (-424)	All Managers (Combined)	$87.5K	0.0% ($87.5K/$409.3M)	QoQ -4.59% (-$4.2K) YoY -52.26% (-$95.8K)
(cusip464289875)✕	2.0K	QoQ -0.15% (-3) YoY -43.88% (-1.5K)	All Managers (Combined)	$85.9K	0.0% ($85.9K/$409.3M)	QoQ +0.85% (-$731) YoY -42.44% (-$63.4K)
(cusip92206C409)✕	1.1K	QoQ +9.81% (+96) YoY NEW(+1.1K)	All Managers (Combined)	$84.8K	0.0% ($84.8K/$409.3M)	QoQ +11.18% (+$8.5K) YoY NEW(+$84.8K)
(cusip92204A884)✕	571	QoQ -25.94% (-200) YoY -25.94% (-200)	All Managers (Combined)	$84.7K	0.0% ($84.7K/$409.3M)	QoQ -29.07% (-$34.7K) YoY -16.24% (-$16.4K)
(cusip37954Y806)✕	7.0K	QoQ +0.56% (+39) YoY -19.41% (-1.7K)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$409.3M)	QoQ +1.60% (+$1.3K) YoY -18.19% (-$18.1K)
(cusip464288695)✕	982	QoQ 0.00% (+0) YoY -63.71% (-1.7K)	All Managers (Combined)	$80.2K	0.0% ($80.2K/$409.3M)	QoQ +5.18% (+$4.0K) YoY -66.85% (-$161.8K)
(cusip46137V837)✕	802	QoQ -41.24% (-563) YoY -41.20% (-562)	All Managers (Combined)	$80.2K	0.0% ($80.2K/$409.3M)	QoQ -45.38% (-$66.7K) YoY -40.45% (-$54.5K)
(EFGcusip464288885)	793	QoQ -55.34% (-983) YoY -54.34% (-944)	All Managers (Combined)	$79.3K	0.0% ($79.3K/$409.3M)	QoQ -53.88% (-$92.7K) YoY -56.00% (-$101.0K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	12.8K	QoQ +2.07% (+261) YoY -32.38% (-6.2K)	All Managers (Combined)	$77.4K	0.0% ($77.4K/$409.3M)	QoQ +55.83% (+$27.7K) YoY -13.25% (-$11.8K)
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND(IGDcusip92912T100)	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$77.3K	0.0% ($77.3K/$409.3M)	QoQ NEW(+$77.3K) YoY NEW(+$77.3K)
(cusip808524508)✕	2.9K	QoQ +0.27% (-8) YoY NEW(+2.9K)	All Managers (Combined)	$77.2K	0.0% ($77.2K/$409.3M)	QoQ -5.19% (-$4.2K) YoY NEW(+$77.2K)
(IWVcusip464287689)	240	QoQ 0.00% (-0) YoY +0.84% (+2)	All Managers (Combined)	$76.3K	0.0% ($76.3K/$409.3M)	QoQ -4.72% (-$3.8K) YoY +7.07% (+$5.0K)
(cusip464287457)✕	912	QoQ -89.17% (-7.5K) YoY -92.23% (-10.8K)	All Managers (Combined)	$75.5K	0.0% ($75.5K/$409.3M)	QoQ -89.07% (-$615.3K) YoY -92.14% (-$884.9K)
(cusip464287754)✕	579	QoQ 0.00% (-0) YoY -16.57% (-115)	All Managers (Combined)	$75.4K	0.0% ($75.4K/$409.3M)	QoQ -2.38% (-$1.8K) YoY -13.56% (-$11.8K)
(cusip92189F643)✕	832	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$409.3M)	QoQ -5.09% (-$3.9K) YoY -2.11% (-$1.6K)
(cusip92206C771)✕	1.6K	QoQ +6.44% (+95) YoY NEW(+1.6K)	All Managers (Combined)	$72.7K	0.0% ($72.7K/$409.3M)	QoQ +8.73% (+$5.8K) YoY NEW(+$72.7K)
(IUSVcusip464287663)	776	QoQ +0.25% (-2) YoY +1.04% (+8)	All Managers (Combined)	$71.6K	0.0% ($71.6K/$409.3M)	QoQ -0.06% (-$50) YoY +3.09% (+$2.2K)