Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "MO",
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]

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 28 of 31

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78463X772

Shares:161

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$409.3M)

33740F805

Shares:139

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$409.3M)

92204A801

Shares:32

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$409.3M)

78464A375

Shares:182

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$409.3M)

46137V795

Shares:141

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$409.3M)

46137V431

Shares:57

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$409.3M)

37960A735

Shares:171

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$409.3M)

464287697

Shares:56

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$409.3M)

464287788

Shares:50

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$409.3M)

808524698

Shares:244

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$409.3M)

46434V456

Shares:134

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$409.3M)

46432F859

Shares:108

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$409.3M)

97717Y691

Shares:150

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$409.3M)

92206C102

VGSH|92206C102

Shares:82

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$409.3M)

72201R783

Shares:51

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$409.3M)

464287812

Shares:64

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$409.3M)

032108474

Shares:235

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$409.3M)

464288851

Shares:48

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$409.3M)

97717W760

Shares:67

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$409.3M)

97717W778

Shares:65

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X772)✕	161	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$409.3M)	QoQ +9.71% (+$547) YoY +9.13% (+$517)
(cusip33740F805)✕	139	QoQ NEW(+139) YoY NEW(+139)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$409.3M)	QoQ NEW(+$6.1K) YoY NEW(+$6.1K)
(cusip92204A801)✕	32	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$409.3M)	QoQ +0.74% (+$45) YoY -6.78% (-$443)
(cusip78464A375)✕	182	QoQ +323.25% (+139) YoY +323.25% (+139)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$409.3M)	QoQ +329.31% (+$4.6K) YoY +330.22% (+$4.6K)
(cusip46137V795)✕	141	QoQ +0.71% (+1) YoY -40.50% (-96)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$409.3M)	QoQ +6.48% (+$351) YoY -27.62% (-$2.2K)
(cusip46137V431)✕	57	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$409.3M)	QoQ -4.76% (-$285) YoY -6.21% (-$377)
(cusip37960A735)✕	171	QoQ 0.00% (-0) YoY NEW(+171)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$409.3M)	QoQ -35.52% (-$3.1K) YoY NEW(+$5.6K)
(cusip464287697)✕	56	QoQ +1.81% (+1) YoY +3.70% (+2)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$409.3M)	QoQ +6.00% (+$320) YoY +22.87% (+$1.1K)
(cusip464287788)✕	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$409.3M)	QoQ +2.06% (+$114) YoY +17.98% (+$860)
(cusip808524698)✕	244	QoQ 0.00% (+0) YoY NEW(+244)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$409.3M)	QoQ +1.76% (+$95) YoY NEW(+$5.5K)
(cusip46434V456)✕	134	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$409.3M)	QoQ +6.91% (+$344) YoY +0.07% (+$4)
(cusip46432F859)✕	108	QoQ 0.00% (+0) YoY NEW(+108)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$409.3M)	QoQ +1.22% (+$63) YoY NEW(+$5.2K)
(cusip97717Y691)✕	150	QoQ 0.00% (-0) YoY NEW(+150)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$409.3M)	QoQ -13.50% (-$760) YoY NEW(+$4.9K)
(VGSHcusip92206C102)	82	QoQ -66.11% (-160) YoY NEW(+82)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$409.3M)	QoQ -65.81% (-$9.3K) YoY NEW(+$4.8K)
(cusip72201R783)✕	51	QoQ NEW(+51) YoY NEW(+51)	All Managers (Combined)	$4.8K	0.0% ($4.8K/$409.3M)	QoQ NEW(+$4.8K) YoY NEW(+$4.8K)
(cusip464287812)✕	64	QoQ 0.00% (+0) YoY -40.74% (-44)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$409.3M)	QoQ +9.57% (+$403) YoY -36.73% (-$2.7K)
(cusip032108474)✕	235	QoQ NEW(+235) YoY NEW(+235)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$409.3M)	QoQ NEW(+$4.6K) YoY NEW(+$4.6K)
(cusip464288851)✕	48	QoQ 0.00% (+0) YoY -70.73% (-116)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$409.3M)	QoQ +6.12% (+$264) YoY -73.88% (-$12.9K)
(cusip97717W760)✕	67	QoQ +67.50% (+27) YoY +109.37% (+35)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$409.3M)	QoQ +75.61% (+$1.9K) YoY +111.98% (+$2.3K)
(cusip97717W778)✕	65	QoQ +66.66% (+26) YoY +66.66% (+26)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$409.3M)	QoQ +81.67% (+$1.9K) YoY +75.37% (+$1.8K)