Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "PINS",
  "GDX",
  null,
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  null,
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  "REG",
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  null,
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  null,
  null,
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  null,
  "UNH",
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  null,
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  "GS",
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  "INTC",
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  "PFE",
  null,
  "LMT",
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  null,
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  "NOW",
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  "O",
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  "C",
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  null,
  "IWM",
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  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "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

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78464A391

Shares:66

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$409.3M)

464288562

Shares:15

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$409.3M)

46137V241

Shares:19

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$409.3M)

37954Y715

Shares:40

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$409.3M)

78464A474

Shares:35

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$409.3M)

808524888

Shares:25

Value:$897

% of Portfolio:0.0% ($897/$409.3M)

78468R101

Shares:27

Value:$789

% of Portfolio:0.0% ($789/$409.3M)

92189F452

Shares:60

Value:$671

% of Portfolio:0.0% ($671/$409.3M)

46138E669

Shares:33

Value:$654

% of Portfolio:0.0% ($654/$409.3M)

464288273

Shares:10

Value:$635

% of Portfolio:0.0% ($635/$409.3M)

808524847

SCHH|808524847

Shares:22

Value:$473

% of Portfolio:0.0% ($473/$409.3M)

46138E594

Shares:25

Value:$417

% of Portfolio:0.0% ($417/$409.3M)

69374H741

Shares:12

Value:$352

% of Portfolio:0.0% ($352/$409.3M)

316092840

Shares:4

Value:$198

% of Portfolio:0.0% ($198/$409.3M)

46137V456

Shares:1

Value:$53

% of Portfolio:0.0% ($53/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A391)✕	66	QoQ 0.00% (+0) YoY NEW(+66)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$409.3M)	QoQ +2.79% (+$36) YoY NEW(+$1.3K)
(cusip464288562)✕	15	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$409.3M)	QoQ +6.66% (+$81) YoY +19.88% (+$215)
(cusip46137V241)✕	19	QoQ NEW(+19) YoY NEW(+19)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$409.3M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
(cusip37954Y715)✕	40	QoQ -75.75% (-125) YoY NEW(+40)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$409.3M)	QoQ -78.43% (-$4.1K) YoY NEW(+$1.1K)
(cusip78464A474)✕	35	QoQ NEW(+35) YoY NEW(+35)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$409.3M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
(cusip808524888)✕	25	QoQ 0.00% (+0) YoY NEW(+25)	All Managers (Combined)	$897	0.0% ($897/$409.3M)	QoQ +4.54% (+$39) YoY NEW(+$897)
(cusip78468R101)✕	27	QoQ 0.00% (+0) YoY -91.74% (-300)	All Managers (Combined)	$789	0.0% ($789/$409.3M)	QoQ +0.76% (+$6) YoY -91.65% (-$8.7K)
(cusip92189F452)✕	60	QoQ 0.00% (+0) YoY -77.18% (-203)	All Managers (Combined)	$671	0.0% ($671/$409.3M)	QoQ +5.33% (+$34) YoY -78.17% (-$2.4K)
(cusip46138E669)✕	33	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$654	0.0% ($654/$409.3M)	QoQ +0.92% (+$6) YoY +0.46% (+$3)
(cusip464288273)✕	10	QoQ -65.51% (-19) YoY -91.86% (-113)	All Managers (Combined)	$635	0.0% ($635/$409.3M)	QoQ -63.96% (-$1.1K) YoY -91.84% (-$7.2K)
(SCHHcusip808524847)	22	QoQ -92.41% (-268) YoY -93.35% (-309)	All Managers (Combined)	$473	0.0% ($473/$409.3M)	QoQ -92.25% (-$5.6K) YoY -92.96% (-$6.2K)
(cusip46138E594)✕	25	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$417	0.0% ($417/$409.3M)	QoQ -6.91% (-$31) YoY -7.53% (-$34)
(cusip69374H741)✕	12	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$352	0.0% ($352/$409.3M)	QoQ -2.22% (-$8) YoY +2.32% (+$8)
(cusip316092840)✕	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$198	0.0% ($198/$409.3M)	QoQ NEW(+$198) YoY NEW(+$198)
(cusip46137V456)✕	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$53	0.0% ($53/$409.3M)	QoQ -3.63% (-$2) YoY -1.85% (-$1)