Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "MO",
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  "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 22 of 31

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92204A207

Shares:259

Value:$56.6K

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

922908611

VBR|922908611

Shares:303

Value:$56.4K

% of Portfolio:0.0% ($56.4K/$409.3M)

46429B655

Shares:1.1K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$409.3M)

46137V365

Shares:658

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$409.3M)

33734X143

Shares:500

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$409.3M)

92204A603

Shares:206

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$409.3M)

92206C870

VCIT|92206C870

Shares:615

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$409.3M)

74933W478

Shares:1.0K

Value:$50.2K

% of Portfolio:0.0% ($50.2K/$409.3M)

46435G334

Shares:1.3K

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$409.3M)

464288760

Shares:323

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$409.3M)

92189H607

Shares:184

Value:$48.3K

% of Portfolio:0.0% ($48.3K/$409.3M)

464287465

EFA|464287465

Shares:590

Value:$48.2K

% of Portfolio:0.0% ($48.2K/$409.3M)

464288810

Shares:782

Value:$47.1K

% of Portfolio:0.0% ($47.1K/$409.3M)

464287770

Shares:598

Value:$47.0K

% of Portfolio:0.0% ($47.0K/$409.3M)

33734X119

Shares:703

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$409.3M)

922042775

VEU|922042775

Shares:751

Value:$45.6K

% of Portfolio:0.0% ($45.6K/$409.3M)

92189F791

GDXJ|92189F791

Shares:780

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$409.3M)

46641Q332

Shares:779

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$409.3M)

97717Y626

Shares:2.5K

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$409.3M)

33738R878

Shares:1.2K

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A207)✕	259	QoQ -27.65% (-99) YoY -27.65% (-99)	All Managers (Combined)	$56.6K	0.0% ($56.6K/$409.3M)	QoQ -25.30% (-$19.2K) YoY -22.50% (-$16.4K)
(VBRcusip922908611)	303	QoQ -43.25% (-231) YoY -50.08% (-304)	All Managers (Combined)	$56.4K	0.0% ($56.4K/$409.3M)	QoQ -46.65% (-$49.4K) YoY -51.53% (-$60.0K)
(cusip46429B655)✕	1.1K	QoQ -11.12% (-134) YoY -16.66% (-214)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$409.3M)	QoQ -10.77% (-$6.6K) YoY -16.63% (-$10.9K)
(cusip46137V365)✕	658	QoQ +0.61% (+4) YoY +2.49% (+16)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$409.3M)	QoQ +7.89% (+$3.9K) YoY +1.02% (+$546)
(cusip33734X143)✕	500	QoQ 0.00% (-0) YoY +0.20% (-1)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$409.3M)	QoQ -0.44% (-$233) YoY -5.22% (-$2.9K)
(cusip92204A603)✕	206	QoQ +94.33% (+100) YoY +96.19% (+101)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$409.3M)	QoQ +89.50% (+$24.1K) YoY +98.53% (+$25.4K)
(VCITcusip92206C870)	615	QoQ +16.25% (+86) YoY NEW(+615)	All Managers (Combined)	$50.3K	0.0% ($50.3K/$409.3M)	QoQ +18.41% (+$7.8K) YoY NEW(+$50.3K)
(cusip74933W478)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$50.2K	0.0% ($50.2K/$409.3M)	QoQ NEW(+$50.2K) YoY NEW(+$50.2K)
(cusip46435G334)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$409.3M)	QoQ NEW(+$49.6K) YoY NEW(+$49.6K)
(cusip464288760)✕	323	QoQ +0.31% (+1) YoY +0.93% (+3)	All Managers (Combined)	$49.4K	0.0% ($49.4K/$409.3M)	QoQ +5.50% (+$2.6K) YoY +17.03% (+$7.2K)
(cusip92189H607)✕	184	QoQ 0.00% (-0) YoY -27.27% (-69)	All Managers (Combined)	$48.3K	0.0% ($48.3K/$409.3M)	QoQ -3.35% (-$1.7K) YoY -43.33% (-$36.9K)
(EFAcusip464287465)	590	QoQ -71.67% (-1.5K) YoY -72.55% (-1.6K)	All Managers (Combined)	$48.2K	0.0% ($48.2K/$409.3M)	QoQ -69.38% (-$109.3K) YoY -71.91% (-$123.5K)
(cusip464288810)✕	782	QoQ -31.46% (-359) YoY -45.99% (-666)	All Managers (Combined)	$47.1K	0.0% ($47.1K/$409.3M)	QoQ -29.34% (-$19.5K) YoY -44.53% (-$37.8K)
(cusip464287770)✕	598	QoQ -73.63% (-1.7K) YoY -73.43% (-1.7K)	All Managers (Combined)	$47.0K	0.0% ($47.0K/$409.3M)	QoQ -73.39% (-$129.5K) YoY -68.53% (-$102.3K)
(cusip33734X119)✕	703	QoQ +0.42% (+3) YoY +1.44% (-10)	All Managers (Combined)	$45.9K	0.0% ($45.9K/$409.3M)	QoQ +2.41% (+$1.1K) YoY -3.26% (-$1.5K)
(VEUcusip922042775)	751	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$45.6K	0.0% ($45.6K/$409.3M)	QoQ +5.65% (+$2.4K) YoY +3.43% (+$1.5K)
(GDXJcusip92189F791)	780	QoQ 0.00% (+0) YoY +6.12% (+45)	All Managers (Combined)	$44.6K	0.0% ($44.6K/$409.3M)	QoQ +33.79% (+$11.3K) YoY +56.69% (+$16.1K)
(cusip46641Q332)✕	779	QoQ +1.43% (+11) YoY +33.39% (+195)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$409.3M)	QoQ +0.76% (+$340) YoY +31.67% (+$10.7K)
(cusip97717Y626)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$409.3M)	QoQ NEW(+$44.5K) YoY NEW(+$44.5K)
(cusip33738R878)✕	1.2K	QoQ 0.00% (-0) YoY -2.80% (-36)	All Managers (Combined)	$43.9K	0.0% ($43.9K/$409.3M)	QoQ -3.74% (-$1.7K) YoY -0.94% (-$419)