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,
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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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  "TSLA",
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  "PM",
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  null,
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  "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

Page 23 of 31

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33733E807

Shares:1.8K

Value:$43.5K

% of Portfolio:0.0% ($43.5K/$409.3M)

46434V290

Shares:698

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$409.3M)

37960A651

Shares:2.0K

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$409.3M)

464287515

Shares:485

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$409.3M)

46435G102

Shares:509

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$409.3M)

921937819

BIV|921937819

Shares:546

Value:$41.8K

% of Portfolio:0.0% ($41.8K/$409.3M)

78468R721

Shares:898

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$409.3M)

316092782

Shares:659

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$409.3M)

464289859

Shares:512

Value:$39.2K

% of Portfolio:0.0% ($39.2K/$409.3M)

922908553

VNQ|922908553

Shares:417

Value:$37.8K

% of Portfolio:0.0% ($37.8K/$409.3M)

464288414

MUB|464288414

Shares:357

Value:$37.6K

% of Portfolio:0.0% ($37.6K/$409.3M)

46435G474

Shares:1.4K

Value:$37.2K

% of Portfolio:0.0% ($37.2K/$409.3M)

464287887

IJT|464287887

Shares:294

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$409.3M)

316092816

Shares:562

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$409.3M)

33738R100

Shares:2.2K

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$409.3M)

464287481

IWP|464287481

Shares:307

Value:$36.0K

% of Portfolio:0.0% ($36.0K/$409.3M)

33740F276

Shares:1.7K

Value:$34.5K

% of Portfolio:0.0% ($34.5K/$409.3M)

464287440

IEF|464287440

Shares:358

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$409.3M)

464288794

Shares:233

Value:$32.7K

% of Portfolio:0.0% ($32.7K/$409.3M)

69374H105

Shares:603

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E807)✕	1.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$43.5K	0.0% ($43.5K/$409.3M)	QoQ +0.89% (+$385) YoY -9.43% (-$4.5K)
(cusip46434V290)✕	698	QoQ +0.14% (-1) YoY +42.44% (+208)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$409.3M)	QoQ -7.73% (-$3.6K) YoY +39.20% (+$12.2K)
(cusip37960A651)✕	2.0K	QoQ -41.76% (-1.5K) YoY -50.89% (-2.1K)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$409.3M)	QoQ -38.29% (-$26.9K) YoY -49.07% (-$41.8K)
(cusip464287515)✕	485	QoQ -51.25% (-510) YoY -54.46% (-580)	All Managers (Combined)	$43.2K	0.0% ($43.2K/$409.3M)	QoQ -56.67% (-$56.5K) YoY -52.47% (-$47.7K)
(cusip46435G102)✕	509	QoQ +0.19% (-1) YoY -3.04% (-16)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$409.3M)	QoQ -1.35% (-$584) YoY +1.54% (-$647)
(BIVcusip921937819)	546	QoQ 0.00% (+0) YoY +1.11% (+6)	All Managers (Combined)	$41.8K	0.0% ($41.8K/$409.3M)	QoQ +2.46% (+$1.0K) YoY +2.68% (+$1.1K)
(cusip78468R721)✕	898	QoQ +0.55% (-5) YoY -14.80% (-156)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$409.3M)	QoQ -0.69% (-$283) YoY -17.41% (-$8.5K)
(cusip316092782)✕	659	QoQ 0.00% (-0) YoY NEW(+659)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$409.3M)	QoQ -3.14% (-$1.3K) YoY NEW(+$39.3K)
(cusip464289859)✕	512	QoQ -3.21% (-17) YoY -62.95% (-870)	All Managers (Combined)	$39.2K	0.0% ($39.2K/$409.3M)	QoQ -3.35% (-$1.4K) YoY -61.41% (-$62.4K)
(VNQcusip922908553)	417	QoQ -24.31% (-134) YoY -35.94% (-234)	All Managers (Combined)	$37.8K	0.0% ($37.8K/$409.3M)	QoQ -23.06% (-$11.3K) YoY -32.95% (-$18.6K)
(MUBcusip464288414)	357	QoQ -57.09% (-475) YoY -66.47% (-708)	All Managers (Combined)	$37.6K	0.0% ($37.6K/$409.3M)	QoQ -57.53% (-$51.0K) YoY -67.15% (-$77.0K)
(cusip46435G474)✕	1.4K	QoQ 0.00% (+0) YoY -29.42% (-579)	All Managers (Combined)	$37.2K	0.0% ($37.2K/$409.3M)	QoQ +0.29% (+$111) YoY -29.60% (-$15.7K)
(IJTcusip464287887)	294	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$409.3M)	QoQ -8.03% (-$3.2K) YoY -4.76% (-$1.8K)
(cusip316092816)✕	562	QoQ 0.00% (-0) YoY NEW(+562)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$409.3M)	QoQ -6.53% (-$2.6K) YoY NEW(+$36.6K)
(cusip33738R100)✕	2.2K	QoQ -13.19% (-338) YoY -10.25% (-254)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$409.3M)	QoQ -12.08% (-$5.0K) YoY -7.04% (-$2.8K)
(IWPcusip464287481)	307	QoQ +19.45% (+50) YoY +19.92% (+51)	All Managers (Combined)	$36.0K	0.0% ($36.0K/$409.3M)	QoQ +10.83% (+$3.5K) YoY +23.36% (+$6.8K)
(cusip33740F276)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$34.5K	0.0% ($34.5K/$409.3M)	QoQ NEW(+$34.5K) YoY NEW(+$34.5K)
(IEFcusip464287440)	358	QoQ 0.00% (+0) YoY -15.96% (-68)	All Managers (Combined)	$34.1K	0.0% ($34.1K/$409.3M)	QoQ +3.15% (+$1.0K) YoY -15.33% (-$6.2K)
(cusip464288794)✕	233	QoQ 0.00% (-0) YoY +0.86% (+2)	All Managers (Combined)	$32.7K	0.0% ($32.7K/$409.3M)	QoQ -2.51% (-$843) YoY +21.97% (+$5.9K)
(cusip69374H105)✕	603	QoQ +0.66% (-4) YoY -36.45% (-346)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$409.3M)	QoQ -3.08% (-$987) YoY -31.48% (-$14.3K)