Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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78464A631

Shares:3.8K

Value:$612.2K

% of Portfolio:0.1% ($612.2K/$409.3M)

46432F842

IEFA|46432F842

Shares:8.1K

Value:$610.3K

% of Portfolio:0.1% ($610.3K/$409.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.1K

Value:$607.1K

% of Portfolio:0.1% ($607.1K/$409.3M)

72201R577

Shares:6.0K

Value:$606.2K

% of Portfolio:0.1% ($606.2K/$409.3M)

abrdn Income Credit Strategies Fund

ACP|003057106

Shares:102.4K

Value:$603.0K

% of Portfolio:0.1% ($603.0K/$409.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.5K

Value:$602.5K

% of Portfolio:0.1% ($602.5K/$409.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:20.9K

Value:$595.0K

% of Portfolio:0.1% ($595.0K/$409.3M)

INSULET CORP

PODD|45784P101

Shares:2.2K

Value:$585.6K

% of Portfolio:0.1% ($585.6K/$409.3M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.3K

Value:$585.0K

% of Portfolio:0.1% ($585.0K/$409.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.4K

Value:$584.7K

% of Portfolio:0.1% ($584.7K/$409.3M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:405

Value:$580.2K

% of Portfolio:0.1% ($580.2K/$409.3M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.7K

Value:$578.7K

% of Portfolio:0.1% ($578.7K/$409.3M)

INTUIT INC.

INTU|461202103

Shares:937

Value:$574.9K

% of Portfolio:0.1% ($574.9K/$409.3M)

464287804

IJR|464287804

Shares:5.5K

Value:$573.7K

% of Portfolio:0.1% ($573.7K/$409.3M)

REALTY INCOME CORP

O|756109104

Shares:9.8K

Value:$567.8K

% of Portfolio:0.1% ($567.8K/$409.3M)

92204A405

VFH|92204A405

Shares:4.7K

Value:$561.2K

% of Portfolio:0.1% ($561.2K/$409.3M)

LINDE PLC

LIN|G54950103

Shares:1.2K

Value:$554.8K

% of Portfolio:0.1% ($554.8K/$409.3M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:3.0K

Value:$541.5K

% of Portfolio:0.1% ($541.5K/$409.3M)

14020Y409

Shares:20.9K

Value:$539.4K

% of Portfolio:0.1% ($539.4K/$409.3M)

37954Y483

Shares:32.3K

Value:$537.4K

% of Portfolio:0.1% ($537.4K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A631)✕	3.8K	QoQ +23.14% (+716) YoY +78.20% (+1.7K)	All Managers (Combined)	$612.2K	0.1% ($612.2K/$409.3M)	QoQ +19.30% (+$99.1K) YoY +103.81% (+$311.8K)
(IEFAcusip46432F842)	8.1K	QoQ +9.60% (+707) YoY +8.12% (+606)	All Managers (Combined)	$610.3K	0.1% ($610.3K/$409.3M)	QoQ +17.98% (+$93.0K) YoY +10.19% (+$56.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	2.1K	QoQ +119.27% (+1.1K) YoY +115.82% (+1.1K)	All Managers (Combined)	$607.1K	0.1% ($607.1K/$409.3M)	QoQ +122.87% (+$334.7K) YoY +162.72% (+$376.0K)
(cusip72201R577)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$606.2K	0.1% ($606.2K/$409.3M)	QoQ NEW(+$606.2K) YoY NEW(+$606.2K)
abrdn Income Credit Strategies Fund(ACPcusip003057106)	102.4K	QoQ +15.09% (+13.4K) YoY NEW(+102.4K)	All Managers (Combined)	$603.0K	0.1% ($603.0K/$409.3M)	QoQ +13.55% (+$72.0K) YoY NEW(+$603.0K)
Palo Alto Networks Inc(PANWcusip697435105)	3.5K	QoQ +172.87% (+2.2K) YoY NEW(+3.5K)	All Managers (Combined)	$602.5K	0.1% ($602.5K/$409.3M)	QoQ +155.89% (+$367.1K) YoY NEW(+$602.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	20.9K	QoQ +0.60% (+126) YoY -8.59% (-2.0K)	All Managers (Combined)	$595.0K	0.1% ($595.0K/$409.3M)	QoQ +4.75% (+$27.0K) YoY +42.18% (-$176.5K)
INSULET CORP(PODDcusip45784P101)	2.2K	QoQ +120.57% (+1.2K) YoY NEW(+2.2K)	All Managers (Combined)	$585.6K	0.1% ($585.6K/$409.3M)	QoQ +121.87% (+$321.7K) YoY NEW(+$585.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.3K	QoQ +32.51% (+799) YoY +21.08% (+567)	All Managers (Combined)	$585.0K	0.1% ($585.0K/$409.3M)	QoQ +26.99% (+$124.4K) YoY +24.88% (+$116.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.4K	QoQ -4.29% (-198) YoY +7.80% (+319)	All Managers (Combined)	$584.7K	0.1% ($584.7K/$409.3M)	QoQ +12.25% (-$63.8K) YoY +25.84% (+$120.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	405	QoQ +91.94% (+194) YoY NEW(+405)	All Managers (Combined)	$580.2K	0.1% ($580.2K/$409.3M)	QoQ +131.89% (+$330.0K) YoY NEW(+$580.2K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.7K	QoQ +10.83% (+260) YoY +3.58% (+92)	All Managers (Combined)	$578.7K	0.1% ($578.7K/$409.3M)	QoQ +31.50% (+$138.6K) YoY +14.10% (+$71.5K)
INTUIT INC.(INTUcusip461202103)	937	QoQ +35.79% (+247) YoY +149.20% (+561)	All Managers (Combined)	$574.9K	0.1% ($574.9K/$409.3M)	QoQ +32.56% (+$141.2K) YoY +135.41% (+$330.7K)
(IJRcusip464287804)	5.5K	QoQ +16.81% (+790) YoY +18.30% (+849)	All Managers (Combined)	$573.7K	0.1% ($573.7K/$409.3M)	QoQ +6.00% (+$32.5K) YoY +11.92% (+$61.1K)
REALTY INCOME CORP(Ocusip756109104)	9.8K	QoQ +23.72% (+1.9K) YoY -6.52% (-683)	All Managers (Combined)	$567.8K	0.1% ($567.8K/$409.3M)	QoQ +34.37% (+$145.3K) YoY +0.23% (-$1.3K)
(VFHcusip92204A405)	4.7K	QoQ +0.49% (+23) YoY +1.35% (+63)	All Managers (Combined)	$561.2K	0.1% ($561.2K/$409.3M)	QoQ +1.68% (+$9.3K) YoY +18.26% (+$86.7K)
LINDE PLC(LINcusipG54950103)	1.2K	QoQ +1.27% (+15) YoY +1.44% (+17)	All Managers (Combined)	$554.8K	0.1% ($554.8K/$409.3M)	QoQ +12.60% (+$62.1K) YoY +1.69% (+$9.2K)
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	3.0K	QoQ +0.03% (+1) YoY +24.46% (+594)	All Managers (Combined)	$541.5K	0.1% ($541.5K/$409.3M)	QoQ +13.47% (+$64.3K) YoY +29.46% (+$123.2K)
(cusip14020Y409)✕	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$539.4K	0.1% ($539.4K/$409.3M)	QoQ NEW(+$539.4K) YoY NEW(+$539.4K)
(cusip37954Y483)✕	32.3K	QoQ -19.98% (-8.1K) YoY -13.49% (-5.0K)	All Managers (Combined)	$537.4K	0.1% ($537.4K/$409.3M)	QoQ -26.96% (-$198.4K) YoY -19.67% (-$131.6K)