Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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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

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$899.3K

% of Portfolio:0.2% ($899.3K/$409.3M)

92189F676

Shares:4.2K

Value:$890.5K

% of Portfolio:0.2% ($890.5K/$409.3M)

Aon plc

AON|G0403H108

Shares:2.2K

Value:$862.2K

% of Portfolio:0.2% ($862.2K/$409.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.6K

Value:$857.7K

% of Portfolio:0.2% ($857.7K/$409.3M)

NETFLIX INC

NFLX|64110L106

Shares:912

Value:$850.5K

% of Portfolio:0.2% ($850.5K/$409.3M)

ORACLE CORP

ORCL|68389X105

Shares:5.9K

Value:$829.7K

% of Portfolio:0.2% ($829.7K/$409.3M)

92204A876

Shares:4.8K

Value:$819.6K

% of Portfolio:0.2% ($819.6K/$409.3M)

81369Y209

Shares:5.6K

Value:$811.0K

% of Portfolio:0.2% ($811.0K/$409.3M)

Eaton Vance Tax-Advantaged Dividend Income Fund

EVT|27828G107

Shares:34.6K

Value:$805.9K

% of Portfolio:0.2% ($805.9K/$409.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.8K

Value:$795.0K

% of Portfolio:0.2% ($795.0K/$409.3M)

W. P. Carey Inc.

WPC|92936U109

Shares:12.6K

Value:$793.7K

% of Portfolio:0.2% ($793.7K/$409.3M)

922908512

VOE|922908512

Shares:4.9K

Value:$786.6K

% of Portfolio:0.2% ($786.6K/$409.3M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:9.0K

Value:$776.9K

% of Portfolio:0.2% ($776.9K/$409.3M)

ENBRIDGE INC

ENB|29250N105

Shares:17.3K

Value:$766.3K

% of Portfolio:0.2% ($766.3K/$409.3M)

TARGET CORP

TGT|87612E106

Shares:7.2K

Value:$756.3K

% of Portfolio:0.2% ($756.3K/$409.3M)

Walt Disney Co

DIS|254687106

Shares:7.7K

Value:$756.1K

% of Portfolio:0.2% ($756.1K/$409.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.8K

Value:$741.5K

% of Portfolio:0.2% ($741.5K/$409.3M)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$739.4K

% of Portfolio:0.2% ($739.4K/$409.3M)

PINTEREST, INC.

PINS|72352L106

Shares:23.7K

Value:$734.2K

% of Portfolio:0.2% ($734.2K/$409.3M)

46428Q109

Shares:23.5K

Value:$728.8K

% of Portfolio:0.2% ($728.8K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ +79.60% (+761) YoY +76.28% (+743)	All Managers (Combined)	$899.3K	0.2% ($899.3K/$409.3M)	QoQ +85.87% (+$415.5K) YoY +86.67% (+$417.5K)
(cusip92189F676)✕	4.2K	QoQ +2844.75% (+4.1K) YoY +2005.50% (+4.0K)	All Managers (Combined)	$890.5K	0.2% ($890.5K/$409.3M)	QoQ +2471.39% (+$855.9K) YoY +1878.97% (+$845.5K)
Aon plc(AONcusipG0403H108)	2.2K	QoQ -0.09% (-2) YoY +0.18% (+4)	All Managers (Combined)	$862.2K	0.2% ($862.2K/$409.3M)	QoQ +11.02% (-$85.6K) YoY +19.82% (+$142.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	5.6K	QoQ +1.30% (+72) YoY -8.15% (-496)	All Managers (Combined)	$857.7K	0.2% ($857.7K/$409.3M)	QoQ +1.29% (+$11.0K) YoY -16.66% (-$171.5K)
NETFLIX INC(NFLXcusip64110L106)	912	QoQ +91.59% (+436) YoY +135.65% (+525)	All Managers (Combined)	$850.5K	0.2% ($850.5K/$409.3M)	QoQ +100.45% (+$426.2K) YoY +261.84% (+$615.4K)
ORACLE CORP(ORCLcusip68389X105)	5.9K	QoQ +15.08% (-778) YoY +16.83% (+855)	All Managers (Combined)	$829.7K	0.2% ($829.7K/$409.3M)	QoQ -3.45% (-$29.7K) YoY +30.02% (+$191.6K)
(cusip92204A876)✕	4.8K	QoQ +0.06% (+3) YoY -25.97% (-1.7K)	All Managers (Combined)	$819.6K	0.2% ($819.6K/$409.3M)	QoQ +4.58% (+$35.9K) YoY -11.32% (-$104.7K)
(cusip81369Y209)✕	5.6K	QoQ +180.27% (+3.6K) YoY +246.53% (+4.0K)	All Managers (Combined)	$811.0K	0.2% ($811.0K/$409.3M)	QoQ +197.47% (+$538.4K) YoY +242.39% (+$574.2K)
Eaton Vance Tax-Advantaged Dividend Income Fund(EVTcusip27828G107)	34.6K	QoQ +10.91% (+3.4K) YoY +23.05% (+6.5K)	All Managers (Combined)	$805.9K	0.2% ($805.9K/$409.3M)	QoQ +7.31% (+$54.9K) YoY +21.33% (+$141.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.8K	QoQ +37.45% (+485) YoY +58.64% (+658)	All Managers (Combined)	$795.0K	0.2% ($795.0K/$409.3M)	QoQ +26.28% (+$165.5K) YoY +55.72% (+$284.5K)
W. P. Carey Inc.(WPCcusip92936U109)	12.6K	QoQ -5.62% (-750) YoY -21.26% (-3.4K)	All Managers (Combined)	$793.7K	0.2% ($793.7K/$409.3M)	QoQ +9.32% (-$67.7K) YoY -11.95% (-$107.8K)
(VOEcusip922908512)	4.9K	QoQ +5.06% (+236) YoY +1021.28% (+4.5K)	All Managers (Combined)	$786.6K	0.2% ($786.6K/$409.3M)	QoQ +4.25% (+$32.1K) YoY +1054.54% (+$718.5K)
IRON MOUNTAIN INC(IRMcusip46284V101)	9.0K	QoQ +0.24% (-22) YoY -5.06% (-482)	All Managers (Combined)	$776.9K	0.2% ($776.9K/$409.3M)	QoQ -17.94% (-$169.8K) YoY +1.84% (-$14.0K)
ENBRIDGE INC(ENBcusip29250N105)	17.3K	QoQ +31.31% (+4.1K) YoY +34.67% (+4.5K)	All Managers (Combined)	$766.3K	0.2% ($766.3K/$409.3M)	QoQ +37.13% (+$207.5K) YoY +64.94% (+$301.7K)
TARGET CORP(TGTcusip87612E106)	7.2K	QoQ -3.42% (-257) YoY -10.85% (-882)	All Managers (Combined)	$756.3K	0.2% ($756.3K/$409.3M)	QoQ -25.44% (-$258.1K) YoY -47.50% (-$684.3K)
Walt Disney Co(DIScusip254687106)	7.7K	QoQ +3.92% (-289) YoY +5.29% (-385)	All Managers (Combined)	$756.1K	0.2% ($756.1K/$409.3M)	QoQ -7.89% (-$64.8K) YoY -15.06% (-$134.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.8K	QoQ +3.25% (-87) YoY +6.24% (+162)	All Managers (Combined)	$741.5K	0.2% ($741.5K/$409.3M)	QoQ -6.38% (-$50.5K) YoY +25.55% (+$151.0K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ +59.20% (+1.1K) YoY +65.10% (+1.1K)	All Managers (Combined)	$739.4K	0.2% ($739.4K/$409.3M)	QoQ +2.16% (+$15.7K) YoY +143.40% (+$435.6K)
PINTEREST, INC.(PINScusip72352L106)	23.7K	QoQ +135.52% (+13.6K) YoY +157.88% (+14.5K)	All Managers (Combined)	$734.2K	0.2% ($734.2K/$409.3M)	QoQ +151.76% (+$442.6K) YoY +130.58% (+$415.8K)
(cusip46428Q109)✕	23.5K	QoQ +3.36% (+766) YoY +4.74% (+1.1K)	All Managers (Combined)	$728.8K	0.2% ($728.8K/$409.3M)	QoQ +21.66% (+$129.8K) YoY +42.68% (+$218.0K)