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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  "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 24 of 31

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464287333

Shares:300

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$409.3M)

46138E784

Shares:1.5K

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$409.3M)

46138E867

Shares:1.6K

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$409.3M)

46138E511

Shares:2.6K

Value:$29.0K

% of Portfolio:0.0% ($29.0K/$409.3M)

78464A300

Shares:367

Value:$28.8K

% of Portfolio:0.0% ($28.8K/$409.3M)

33740F813

Shares:937

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$409.3M)

464287432

Shares:295

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$409.3M)

97717W281

Shares:555

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$409.3M)

46431W507

Shares:492

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$409.3M)

464288778

Shares:532

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$409.3M)

46434G863

Shares:709

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$409.3M)

464287796

Shares:500

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$409.3M)

464288620

Shares:481

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$409.3M)

92189F601

Shares:333

Value:$24.4K

% of Portfolio:0.0% ($24.4K/$409.3M)

808524870

Shares:492

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$409.3M)

46429B689

EFAV|46429B689

Shares:303

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$409.3M)

46432F834

IXUS|46432F834

Shares:324

Value:$22.6K

% of Portfolio:0.0% ($22.6K/$409.3M)

464287291

Shares:282

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$409.3M)

464288844

Shares:1.1K

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$409.3M)

46435G433

Shares:484

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287333)✕	300	QoQ 0.00% (+0) YoY -22.87% (-89)	All Managers (Combined)	$30.9K	0.0% ($30.9K/$409.3M)	QoQ +7.24% (+$2.1K) YoY -8.30% (-$2.8K)
(cusip46138E784)✕	1.5K	QoQ +0.74% (+11) YoY +2.74% (+40)	All Managers (Combined)	$30.2K	0.0% ($30.2K/$409.3M)	QoQ +2.46% (+$725) YoY +1.25% (+$374)
(cusip46138E867)✕	1.6K	QoQ -39.76% (-1.1K) YoY -41.15% (-1.1K)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$409.3M)	QoQ -43.02% (-$22.1K) YoY -48.64% (-$27.7K)
(cusip46138E511)✕	2.6K	QoQ +1.21% (-31) YoY +1.93% (-49)	All Managers (Combined)	$29.0K	0.0% ($29.0K/$409.3M)	QoQ -1.49% (-$440) YoY -3.70% (-$1.1K)
(cusip78464A300)✕	367	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$28.8K	0.0% ($28.8K/$409.3M)	QoQ -10.14% (-$3.2K) YoY -5.50% (-$1.7K)
(cusip33740F813)✕	937	QoQ NEW(+937) YoY NEW(+937)	All Managers (Combined)	$28.5K	0.0% ($28.5K/$409.3M)	QoQ NEW(+$28.5K) YoY NEW(+$28.5K)
(cusip464287432)✕	295	QoQ -45.57% (-247) YoY -50.16% (-297)	All Managers (Combined)	$26.9K	0.0% ($26.9K/$409.3M)	QoQ -43.19% (-$20.4K) YoY -52.05% (-$29.2K)
(cusip97717W281)✕	555	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.8K	0.0% ($26.8K/$409.3M)	QoQ -1.24% (-$339) YoY -5.01% (-$1.4K)
(cusip46431W507)✕	492	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$409.3M)	QoQ +0.73% (+$182) YoY +0.80% (+$201)
(cusip464288778)✕	532	QoQ +0.37% (-2) YoY +2.50% (+13)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$409.3M)	QoQ -7.01% (-$1.9K) YoY +10.07% (+$2.3K)
(cusip46434G863)✕	709	QoQ 0.00% (+0) YoY -74.02% (-2.0K)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$409.3M)	QoQ +4.67% (+$1.1K) YoY -71.83% (-$63.2K)
(cusip464287796)✕	500	QoQ 0.00% (+0) YoY -32.70% (-243)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$409.3M)	QoQ +8.18% (+$1.9K) YoY -32.84% (-$12.1K)
(cusip464288620)✕	481	QoQ -10.42% (-56) YoY -10.42% (-56)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$409.3M)	QoQ -9.00% (-$2.4K) YoY -9.88% (-$2.7K)
(cusip92189F601)✕	333	QoQ NEW(+333) YoY NEW(+333)	All Managers (Combined)	$24.4K	0.0% ($24.4K/$409.3M)	QoQ NEW(+$24.4K) YoY NEW(+$24.4K)
(cusip808524870)✕	492	QoQ +152.30% (+297) YoY +407.21% (+395)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$409.3M)	QoQ +379.64% (+$19.1K) YoY +379.16% (+$19.1K)
(EFAVcusip46429B689)	303	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$409.3M)	QoQ +10.19% (+$2.2K) YoY +9.93% (+$2.1K)
(IXUScusip46432F834)	324	QoQ 0.00% (+0) YoY -0.61% (-2)	All Managers (Combined)	$22.6K	0.0% ($22.6K/$409.3M)	QoQ +5.54% (+$1.2K) YoY +2.23% (-$495)
(cusip464287291)✕	282	QoQ 0.00% (-0) YoY -32.37% (-135)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$409.3M)	QoQ -10.63% (-$2.5K) YoY -31.53% (-$9.8K)
(cusip464288844)✕	1.1K	QoQ +0.27% (-3) YoY +1.02% (-11)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$409.3M)	QoQ -1.31% (-$282) YoY -16.74% (-$4.3K)
(cusip46435G433)✕	484	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$409.3M)	QoQ -0.02% (-$5) YoY +10.68% (+$1.9K)