Founders-Financial-Alliance
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "PINS", "GDX", null, null, null, null, "MU", null, "NVG", null, "FNDF", "FNDA", "ACN", "BTU", null, null, null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "APD", null, null, null, "VONG", "ALL", null, "GOOGL", "VDE", null, "AXP", null, "GDXJ", null, "SCHH", "T", "BLK", null, "CAT", "AVGO", "LOW", "ARCC", "BIT", null, null, "CSQ", null, null, null, null, null, null, "COF", "CMI", null, "DUK", "ETO", "EVT", "D", null, null, null, "PHK", null, null, null, null, "EXPE", null, null, null, null, null, null, null, null, null, null, null, "FCX", null, "CION", null, null, null, "OXSQ", null, null, "GD", null, null, "HON", "HD", null, null, null, null, null, null, null, null, "MCD", "INTU", null, null, "UNP", null, "QCOM", null, null, null, null, null, null, null, null, null, null, null, "ISRG", null, null, "HUBS", "EMXC", "GOF", "HWM", "ITW", "AMAT", "EMR", null, null, "PNNT", "MUB", null, "META", null, null, null, null, "LXU", null, "VVR", "HEFA", null, null, null, null, null, "NEWT", "IVW", null, null, "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, "CHI", null, "OXLC", null, null, null, null, "KMI", null, "LHX", "ICF", "IWS", null, null, null, "LIN", null, null, null, null, null, null, null, null, null, null, "MMC", "UBCP", null, "MA", "PODD", "MDT", "MSFT", "MS", "DX", "EQT", "FCNCA", null, null, "GE", null, "HIG", "HAS", "NVS", "OXY", null, "IGD", "ORLY", null, "DLN", "HSY", "IJR", "EFG", null, "KKR", "IWD", "KR", "ORCL", "NOC", "OKE", "PAYX", "VGIT", null, null, null, null, null, "REG", null, null, null, null, null, null, "EEM", "IWF", null, null, null, "PANW", "PYPL", "PEP", "PNC", "IRM", null, null, "VGSH", null, "PGR", "IEMG", "GSBD", "IJK", "HTGC", null, "IVV", null, null, null, null, "UNH", "AAPL", "SPY", "EFAV", null, "NVDA", "GS", "ENB", "INTC", "PLTR", "PRU", "PFE", null, "LMT", "PG", "MRK", "VZ", null, null, "LPLA", "MPW", "JPC", "AMGN", null, null, null, "FNDX", null, null, "IEFA", "SPGI", "RY", null, null, "SCHX", null, null, "NOW", "SHW", "O", "SNA", "SHEL", "RTX", "SPDW", "GLD", null, null, null, "RITM", null, "SPYG", null, "BP", null, "AMT", null, null, "RSG", "SPLG", null, null, null, null, "IBM", "SSNC", "SYK", "SBUX", "TEL", "TXN", "TGT", "TMO", "TJX", "TFC", "TWLO", "TRV", "UBER", "UPS", "BIV", "VNQ", "VO", "VXF", "AGNC", "VV", "VOE", "MNST", null, null, "VWO", null, "BXMX", "AWI", null, null, null, null, null, "IWV", null, null, "VCIT", null, null, "VIG", null, null, "ACP", "MMT", null, null, "IWO", "XLB", null, "IWN", "GDDY", "IEF", null, "TSM", "GSK", null, null, "RMD", null, null, null, "ETR", null, "VYM", null, "VRTX", null, "NFG", "ADSK", "AON", "HAL", "AMD", "SDY", "FI", "NTRA", "F", "AJG", "WM", "IWP", "IWR", "EFX", "GSLC", "AEP", "BKR", null, null, null, "KMPR", null, "AOS", null, "VIGI", "AMZN", "NEA", "SCHB", null, null, null, "IVE", null, null, null, null, null, "ESGD", "FNB", null, null, null, null, "EGP", null, null, "HBAN", null, "VEU", "VPL", "VGT", null, "VUG", "VFH", "VEA", "VGK", "VNQI", "BLV", null, null, null, "VBK", "BND", "VBR", "VOT", "BSV", "VB", "VOO", null, "VTV", "V", "WMT", "WSBC", "WFC", null, "WMB", null, null, null, null, null, null, null, null, null, null, null, "WPC", "WDAY", "YUM", "IUSG", null, null, "LNT", "ORC", "GRMN", "NXST", null, "SCHD", "DVY", "FBNC", null, null, "SCHF", "SCHA", "MSCI", "JKHY", null, "JCI", "SO", null, "ROL", "CRM", "RNR", null, "DIA", null, null, "SPOT", null, null, null, null, "IXUS", "MTUM", null, null, "IUSV", null, null, "GEV", "OLED", "DGRO", null, null, "SPYV", null, "GWW", null, null, "ESGU", null, "NUE", null, null, null, "ADP", "BAC", "BRK-B", "BA", "BMY", "BDN", "BTI", "CLMT", "CTLP", "CARR", "CF", "CVX", "CB", "CMG", "CTAS", "CSCO", "C", "KO", "CMCSA", "CL", "COP", "CEG", "COST", "CRWD", "CVS", "CSX", "CW", "DE", "DFS", "DOCU", "RSP", "EWJ", null, "IJT", null, "IJJ", "EFA", "USMV", "IWB", "NEE", "MAR", "QQQ", null, "IWM", "EPD", "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
Filing Details
13F-HR • 2025-03-31- 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% identified335 identified280 unidentified
Holdings
615 positions • $409.3M total value
Manager:
Search and click to pin securities to the top
Page 5 of 31
Shares:10.0K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$409.3M)
73688F201
Shares:70.5K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$409.3M)
Shares:4.2K
Value:$998.0K
% of Portfolio:0.2% ($998.0K/$409.3M)
464287242
Shares:8.4K
Value:$909.9K
% of Portfolio:0.2% ($909.9K/$409.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
STARBUCKS CORP(SBUXcusip855244109) | 12.3K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$409.3M) | ||
| 154.9K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$409.3M) | |||
| 5.0K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$409.3M) | |||
| 9.9K | QoQ +3.20% (-307)YoY -6.15% (-648) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | ||
| 27.1K | QoQ -0.36% (-100)YoY -3.02% (-845) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | ||
| 2.0K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | |||
| 10.0K | QoQ +1.08% (+108)YoY +4.82% (+461) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | ||
| 229.8K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | |||
CATERPILLAR INC(CATcusip149123101) | 3.3K | QoQ +8.76% (-263)YoY -3.94% (-134) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | |
| 28.0K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$409.3M) | |||
| 1.1K | QoQ +1.55% (+17)YoY -0.18% (-2) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$409.3M) | ||
(cusip73688F201)✕ | 70.5K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$409.3M) | ||
| 18.0K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$409.3M) | |||
| 9.7K | QoQ +8.51% (-765)YoY +8.52% (-766) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$409.3M) | ||
| 4.2K | QoQ -1.66% (-71) | All Managers (Combined) | $998.0K | 0.2% ($998.0K/$409.3M) | ||
| 7.8K | All Managers (Combined) | $954.9K | 0.2% ($954.9K/$409.3M) | |||
ONEOK INC /NEW/(OKEcusip682680103) | 9.2K | QoQ +2.87% (+258)YoY +2.79% (+251) | All Managers (Combined) | $915.6K | 0.2% ($915.6K/$409.3M) | |
| 15.6K | All Managers (Combined) | $912.2K | 0.2% ($912.2K/$409.3M) | |||
(cusip464287242)✕ | 8.4K | All Managers (Combined) | $909.9K | 0.2% ($909.9K/$409.3M) | ||
| 5.5K | All Managers (Combined) | $908.2K | 0.2% ($908.2K/$409.3M) |