Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "NOW",
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  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  null,
  null,
  "MO",
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  "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

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MFS MULTIMARKET INCOME TRUST

MMT|552737108

Shares:15.1K

Value:$70.3K

% of Portfolio:0.0% ($70.3K/$409.3M)

46137V506

Shares:1.5K

Value:$69.6K

% of Portfolio:0.0% ($69.6K/$409.3M)

464287671

IUSG|464287671

Shares:527

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$409.3M)

464287564

ICF|464287564

Shares:1.1K

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$409.3M)

464287473

IWS|464287473

Shares:512

Value:$64.5K

% of Portfolio:0.0% ($64.5K/$409.3M)

464288240

Shares:1.1K

Value:$63.8K

% of Portfolio:0.0% ($63.8K/$409.3M)

92204A306

VDE|92204A306

Shares:489

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$409.3M)

464287606

IJK|464287606

Shares:756

Value:$62.9K

% of Portfolio:0.0% ($62.9K/$409.3M)

78468R549

Shares:869

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$409.3M)

464288646

Shares:1.2K

Value:$62.0K

% of Portfolio:0.0% ($62.0K/$409.3M)

46654Q203

Shares:1.2K

Value:$61.2K

% of Portfolio:0.0% ($61.2K/$409.3M)

464288513

Shares:764

Value:$60.3K

% of Portfolio:0.0% ($60.3K/$409.3M)

81369Y308

Shares:728

Value:$59.5K

% of Portfolio:0.0% ($59.5K/$409.3M)

464287655

IWM|464287655

Shares:298

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$409.3M)

464288687

Shares:1.9K

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$409.3M)

808524862

Shares:2.4K

Value:$58.2K

% of Portfolio:0.0% ($58.2K/$409.3M)

33733E203

Shares:341

Value:$58.0K

% of Portfolio:0.0% ($58.0K/$409.3M)

464287234

EEM|464287234

Shares:1.3K

Value:$57.9K

% of Portfolio:0.0% ($57.9K/$409.3M)

92189H201

Shares:1.3K

Value:$57.8K

% of Portfolio:0.0% ($57.8K/$409.3M)

464288356

Shares:1.0K

Value:$56.6K

% of Portfolio:0.0% ($56.6K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MFS MULTIMARKET INCOME TRUST(MMTcusip552737108)	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$70.3K	0.0% ($70.3K/$409.3M)	QoQ NEW(+$70.3K) YoY NEW(+$70.3K)
(cusip46137V506)✕	1.5K	QoQ 0.00% (-0) YoY +1.67% (+25)	All Managers (Combined)	$69.6K	0.0% ($69.6K/$409.3M)	QoQ -0.17% (-$120) YoY +9.33% (+$5.9K)
(IUSGcusip464287671)	527	QoQ 0.00% (-0) YoY +0.19% (+1)	All Managers (Combined)	$67.0K	0.0% ($67.0K/$409.3M)	QoQ -8.75% (-$6.4K) YoY +8.65% (+$5.3K)
(ICFcusip464287564)	1.1K	QoQ +0.37% (+4) YoY +2.60% (+27)	All Managers (Combined)	$65.4K	0.0% ($65.4K/$409.3M)	QoQ +2.52% (+$1.6K) YoY +9.46% (+$5.7K)
(IWScusip464287473)	512	QoQ -10.17% (-58) YoY -9.70% (-55)	All Managers (Combined)	$64.5K	0.0% ($64.5K/$409.3M)	QoQ -12.61% (-$9.3K) YoY -9.26% (-$6.6K)
(cusip464288240)✕	1.1K	QoQ 0.00% (+0) YoY -4.48% (-54)	All Managers (Combined)	$63.8K	0.0% ($63.8K/$409.3M)	QoQ +6.30% (+$3.8K) YoY -0.77% (-$501)
(VDEcusip92204A306)	489	QoQ +0.41% (+2) YoY +35.83% (+129)	All Managers (Combined)	$63.4K	0.0% ($63.4K/$409.3M)	QoQ +7.25% (+$4.3K) YoY +33.83% (+$16.0K)
(IJKcusip464287606)	756	QoQ +0.13% (-1) YoY +0.53% (-4)	All Managers (Combined)	$62.9K	0.0% ($62.9K/$409.3M)	QoQ -8.31% (-$5.7K) YoY -8.28% (-$5.7K)
(cusip78468R549)✕	869	QoQ +3376.00% (+844) YoY +3376.00% (+844)	All Managers (Combined)	$62.0K	0.0% ($62.0K/$409.3M)	QoQ +3042.92% (+$60.0K) YoY +2564.80% (+$59.7K)
(cusip464288646)✕	1.2K	QoQ -23.03% (-354) YoY -22.52% (-344)	All Managers (Combined)	$62.0K	0.0% ($62.0K/$409.3M)	QoQ -22.01% (-$17.5K) YoY -20.83% (-$16.3K)
(cusip46654Q203)✕	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$61.2K	0.0% ($61.2K/$409.3M)	QoQ -8.15% (-$5.4K) YoY NEW(+$61.2K)
(cusip464288513)✕	764	QoQ +0.52% (+4) YoY -23.21% (-231)	All Managers (Combined)	$60.3K	0.0% ($60.3K/$409.3M)	QoQ +0.81% (+$485) YoY -22.08% (-$17.1K)
(cusip81369Y308)✕	728	QoQ +36.84% (+196) YoY +37.09% (+197)	All Managers (Combined)	$59.5K	0.0% ($59.5K/$409.3M)	QoQ +42.24% (+$17.7K) YoY +46.73% (+$18.9K)
(IWMcusip464287655)	298	QoQ -3.87% (-12) YoY -28.01% (-116)	All Managers (Combined)	$59.4K	0.0% ($59.4K/$409.3M)	QoQ -13.10% (-$9.0K) YoY -31.71% (-$27.6K)
(cusip464288687)✕	1.9K	QoQ -57.80% (-2.6K) YoY -63.53% (-3.4K)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$409.3M)	QoQ -58.75% (-$84.4K) YoY -65.23% (-$111.2K)
(cusip808524862)✕	2.4K	QoQ +0.46% (+11) YoY +35.81% (-631)	All Managers (Combined)	$58.2K	0.0% ($58.2K/$409.3M)	QoQ +1.63% (+$939) YoY -31.42% (-$26.7K)
(cusip33733E203)✕	341	QoQ 0.00% (+0) YoY +0.58% (+2)	All Managers (Combined)	$58.0K	0.0% ($58.0K/$409.3M)	QoQ +2.34% (+$1.3K) YoY +11.25% (+$5.9K)
(EEMcusip464287234)	1.3K	QoQ 0.00% (+0) YoY -16.82% (-268)	All Managers (Combined)	$57.9K	0.0% ($57.9K/$409.3M)	QoQ +4.49% (+$2.5K) YoY -11.53% (-$7.5K)
(cusip92189H201)✕	1.3K	QoQ +0.47% (-6) YoY +1.35% (-17)	All Managers (Combined)	$57.8K	0.0% ($57.8K/$409.3M)	QoQ -0.83% (-$487) YoY -0.81% (-$474)
(cusip464288356)✕	1.0K	QoQ +0.49% (-5) YoY +1.41% (-14)	All Managers (Combined)	$56.6K	0.0% ($56.6K/$409.3M)	QoQ -1.27% (-$729) YoY -0.78% (-$447)