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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  "REG",
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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,
  null,
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  null,
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  null,
  "NVDA",
  "GS",
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  "INTC",
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  "PFE",
  null,
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  null,
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  null,
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  "NOW",
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  "O",
  "SNA",
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  null,
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  "TWLO",
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  null,
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  "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 26 of 31

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74348A541

Shares:221

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$409.3M)

464287580

Shares:157

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$409.3M)

97717X560

Shares:444

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$409.3M)

464287648

IWO|464287648

Shares:54

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$409.3M)

46434V639

Shares:354

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$409.3M)

464288802

Shares:120

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$409.3M)

46641Q738

Shares:146

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$409.3M)

464288752

Shares:141

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$409.3M)

464287408

IVE|464287408

Shares:67

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$409.3M)

46432F388

Shares:115

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$409.3M)

922908652

VXF|922908652

Shares:71

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$409.3M)

97717W794

Shares:214

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$409.3M)

69374H881

Shares:200

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$409.3M)

33734X176

Shares:82

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$409.3M)

464288166

Shares:98

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$409.3M)

87283Q826

Shares:350

Value:$10.7K

% of Portfolio:0.0% ($10.7K/$409.3M)

46641Q217

Shares:188

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$409.3M)

46138E263

Shares:184

Value:$10.2K

% of Portfolio:0.0% ($10.2K/$409.3M)

46434G822

EWJ|46434G822

Shares:147

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$409.3M)

97717W315

Shares:229

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74348A541)✕	221	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$409.3M)	QoQ -2.28% (-$331) YoY +0.19% (+$28)
(cusip464287580)✕	157	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$409.3M)	QoQ -8.06% (-$1.2K) YoY +7.99% (+$1.0K)
(cusip97717X560)✕	444	QoQ +25.07% (+89) YoY NEW(+444)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$409.3M)	QoQ +18.14% (+$2.1K) YoY NEW(+$13.8K)
(IWOcusip464287648)	54	QoQ 0.00% (-0) YoY +134.78% (+31)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$409.3M)	QoQ -11.21% (-$1.7K) YoY +121.56% (+$7.6K)
(cusip46434V639)✕	354	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$409.3M)	QoQ +8.73% (+$1.1K) YoY +5.97% (+$778)
(cusip464288802)✕	120	QoQ -92.30% (-1.4K) YoY -92.30% (-1.4K)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$409.3M)	QoQ -92.73% (-$175.9K) YoY -91.90% (-$156.5K)
(cusip46641Q738)✕	146	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$409.3M)	QoQ +0.39% (+$54) YoY +6.24% (+$807)
(cusip464288752)✕	141	QoQ -25.39% (-48) YoY -59.59% (-208)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$409.3M)	QoQ -31.36% (-$6.1K) YoY -66.75% (-$27.0K)
(IVEcusip464287408)	67	QoQ -93.73% (-1.0K) YoY -92.20% (-792)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$409.3M)	QoQ -93.74% (-$191.3K) YoY -92.04% (-$147.7K)
(cusip46432F388)✕	115	QoQ 0.00% (+0) YoY -46.51% (-100)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$409.3M)	QoQ +0.98% (+$120) YoY -47.33% (-$11.0K)
(VXFcusip922908652)	71	QoQ 0.00% (-0) YoY -39.31% (-46)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$409.3M)	QoQ -9.31% (-$1.3K) YoY -40.35% (-$8.3K)
(cusip97717W794)✕	214	QoQ +62.12% (+82) YoY +91.07% (+102)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$409.3M)	QoQ +80.57% (+$5.3K) YoY +103.48% (+$6.0K)
(cusip69374H881)✕	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.0K	0.0% ($11.0K/$409.3M)	QoQ -3.04% (-$344) YoY -5.76% (-$670)
(cusip33734X176)✕	82	QoQ +38.98% (+23) YoY +38.98% (+23)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$409.3M)	QoQ +23.98% (+$2.1K) YoY +36.66% (+$2.9K)
(cusip464288166)✕	98	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$409.3M)	QoQ +1.37% (+$145) YoY +1.28% (+$136)
(cusip87283Q826)✕	350	QoQ NEW(+350) YoY NEW(+350)	All Managers (Combined)	$10.7K	0.0% ($10.7K/$409.3M)	QoQ NEW(+$10.7K) YoY NEW(+$10.7K)
(cusip46641Q217)✕	188	QoQ 0.00% (+0) YoY -56.07% (-240)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$409.3M)	QoQ +2.25% (+$233) YoY -57.89% (-$14.5K)
(cusip46138E263)✕	184	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.2K	0.0% ($10.2K/$409.3M)	QoQ +2.74% (+$274) YoY +0.28% (+$29)
(EWJcusip46434G822)	147	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$409.3M)	QoQ +2.17% (+$215) YoY -3.89% (-$409)
(cusip97717W315)✕	229	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$409.3M)	QoQ +3.92% (+$364) YoY +0.57% (+$55)