Founders-Financial-Alliance

Filing Details

13F-HR2025-03-31
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
Manager Name
Founders-Financial-Alliance
Data Enrichment
54% identified
335 identified280 unidentified

Holdings

615 positions • $409.3M total value
Manager:
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HONEYWELL INTERNATIONAL INC
Shares:10.5K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$409.3M)
74933W460
Shares:44.1K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$409.3M)
PROCTER & GAMBLE Co
Shares:12.4K
Value:$2.1M
% of Portfolio:0.5% ($2.1M/$409.3M)
81369Y605
Shares:42.4K
Value:$2.1M
% of Portfolio:0.5% ($2.1M/$409.3M)
HOME DEPOT, INC.
Shares:5.7K
Value:$2.1M
% of Portfolio:0.5% ($2.1M/$409.3M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:8.2K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$409.3M)
Meta Platforms, Inc.
Shares:3.3K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$409.3M)
46137V357
Shares:10.8K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$409.3M)
921908844
Shares:9.4K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$409.3M)
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
Shares:114.3K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$409.3M)
97717W307
Shares:22.1K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$409.3M)
CISCO SYSTEMS, INC.
Shares:27.4K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$409.3M)
922908736
Shares:4.5K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$409.3M)
Eaton Corp plc
Shares:6.1K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$409.3M)
032108409
Shares:40.5K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$409.3M)
Merck & Co., Inc.
Shares:17.8K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$409.3M)
ELI LILLY & Co
Shares:1.9K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$409.3M)
97717Y527
Shares:31.3K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$409.3M)
NEXTERA ENERGY INC
Shares:22.2K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$409.3M)
78464A508
Shares:30.7K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$409.3M)