Founders-Financial-Alliance

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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  "INTC",
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  null,
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  null,
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  "NOW",
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  "SNA",
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  "IBM",
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  "SBUX",
  "TEL",
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  "TWLO",
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  "PM",
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  "MO",
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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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BOEING CO

BA|097023105

Shares:3.1K

Value:$536.8K

% of Portfolio:0.1% ($536.8K/$409.3M)

CURTISS WRIGHT CORP

CW|231561101

Shares:1.7K

Value:$533.6K

% of Portfolio:0.1% ($533.6K/$409.3M)

Monster Beverage Corp

MNST|61174X109

Shares:9.1K

Value:$530.4K

% of Portfolio:0.1% ($530.4K/$409.3M)

BP PLC

BP|055622104

Shares:15.3K

Value:$516.8K

% of Portfolio:0.1% ($516.8K/$409.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.3K

Value:$505.4K

% of Portfolio:0.1% ($505.4K/$409.3M)

CITIGROUP INC

C|172967424

Shares:7.1K

Value:$505.2K

% of Portfolio:0.1% ($505.2K/$409.3M)

Rithm Capital Corp.

RITM|64828T201

Shares:44.0K

Value:$503.9K

% of Portfolio:0.1% ($503.9K/$409.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.6K

Value:$503.4K

% of Portfolio:0.1% ($503.4K/$409.3M)

78464A409

SPYG|78464A409

Shares:6.2K

Value:$502.0K

% of Portfolio:0.1% ($502.0K/$409.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:4.8K

Value:$501.2K

% of Portfolio:0.1% ($501.2K/$409.3M)

922042858

VWO|922042858

Shares:11.0K

Value:$500.0K

% of Portfolio:0.1% ($500.0K/$409.3M)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$491.2K

% of Portfolio:0.1% ($491.2K/$409.3M)

Accenture plc

ACN|G1151C101

Shares:1.6K

Value:$489.8K

% of Portfolio:0.1% ($489.8K/$409.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:9.9K

Value:$488.0K

% of Portfolio:0.1% ($488.0K/$409.3M)

S&P Global Inc.

SPGI|78409V104

Shares:960

Value:$487.5K

% of Portfolio:0.1% ($487.5K/$409.3M)

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:262

Value:$486.2K

% of Portfolio:0.1% ($486.2K/$409.3M)

Salesforce, Inc.

CRM|79466L302

Shares:1.8K

Value:$485.1K

% of Portfolio:0.1% ($485.1K/$409.3M)

BlackRock, Inc.

BLK|09290D101

Shares:512

Value:$484.5K

% of Portfolio:0.1% ($484.5K/$409.3M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.9K

Value:$479.9K

% of Portfolio:0.1% ($479.9K/$409.3M)

CINTAS CORP

CTAS|172908105

Shares:2.3K

Value:$479.3K

% of Portfolio:0.1% ($479.3K/$409.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	3.1K	QoQ +53.66% (+1.1K) YoY -3.43% (-112)	All Managers (Combined)	$536.8K	0.1% ($536.8K/$409.3M)	QoQ +48.05% (+$174.2K) YoY -14.64% (-$92.1K)
CURTISS WRIGHT CORP(CWcusip231561101)	1.7K	QoQ 0.00% (-0) YoY +0.11% (+2)	All Managers (Combined)	$533.6K	0.1% ($533.6K/$409.3M)	QoQ -10.59% (-$63.2K) YoY +24.10% (+$103.7K)
Monster Beverage Corp(MNSTcusip61174X109)	9.1K	QoQ +33.33% (+2.3K) YoY +52.69% (+3.1K)	All Managers (Combined)	$530.4K	0.1% ($530.4K/$409.3M)	QoQ +48.45% (+$173.1K) YoY +50.73% (+$178.5K)
BP PLC(BPcusip055622104)	15.3K	QoQ +2.31% (+346) YoY -28.75% (-6.2K)	All Managers (Combined)	$516.8K	0.1% ($516.8K/$409.3M)	QoQ +16.95% (+$74.9K) YoY -36.10% (-$292.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.3K	QoQ -1.13% (-95) YoY +16.65% (+1.2K)	All Managers (Combined)	$505.4K	0.1% ($505.4K/$409.3M)	QoQ +6.61% (-$31.4K) YoY +31.19% (+$120.2K)
CITIGROUP INC(Ccusip172967424)	7.1K	QoQ +16.10% (+987) YoY +8.60% (+564)	All Managers (Combined)	$505.2K	0.1% ($505.2K/$409.3M)	QoQ +17.10% (+$73.8K) YoY +21.90% (+$90.8K)
Rithm Capital Corp.(RITMcusip64828T201)	44.0K	QoQ -11.91% (-6.0K) YoY -11.37% (-5.6K)	All Managers (Combined)	$503.9K	0.1% ($503.9K/$409.3M)	QoQ -6.87% (-$37.2K) YoY -9.07% (-$50.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.6K	QoQ +8.20% (+125) YoY +7.50% (+115)	All Managers (Combined)	$503.4K	0.1% ($503.4K/$409.3M)	QoQ +12.93% (+$57.7K) YoY +31.53% (+$120.7K)
(SPYGcusip78464A409)	6.2K	QoQ +0.79% (-49) YoY +31.91% (+1.5K)	All Managers (Combined)	$502.0K	0.1% ($502.0K/$409.3M)	QoQ -7.83% (-$42.7K) YoY +44.94% (+$155.7K)
CONOCOPHILLIPS(COPcusip20825C104)	4.8K	QoQ +4.97% (+226) YoY +17.39% (-707)	All Managers (Combined)	$501.2K	0.1% ($501.2K/$409.3M)	QoQ +11.16% (+$50.3K) YoY -3.13% (-$16.2K)
(VWOcusip922042858)	11.0K	QoQ +90.68% (+5.3K) YoY +66.81% (+4.4K)	All Managers (Combined)	$500.0K	0.1% ($500.0K/$409.3M)	QoQ +95.95% (+$244.9K) YoY +80.74% (+$223.4K)
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ +2.73% (+42) YoY -36.51% (-907)	All Managers (Combined)	$491.2K	0.1% ($491.2K/$409.3M)	QoQ +22.77% (+$91.1K) YoY -30.44% (-$215.0K)
Accenture plc(ACNcusipG1151C101)	1.6K	QoQ +57.68% (+574) YoY +120.05% (+856)	All Managers (Combined)	$489.8K	0.1% ($489.8K/$409.3M)	QoQ +39.99% (+$139.9K) YoY +98.11% (+$242.6K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	9.9K	QoQ +0.26% (+26) YoY -16.30% (-1.9K)	All Managers (Combined)	$488.0K	0.1% ($488.0K/$409.3M)	QoQ +0.15% (+$750) YoY -36.43% (-$279.8K)
S&P Global Inc.(SPGIcusip78409V104)	960	QoQ +29.38% (+218) YoY -2.83% (-28)	All Managers (Combined)	$487.5K	0.1% ($487.5K/$409.3M)	QoQ +31.97% (+$118.1K) YoY +15.93% (-$67.0K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	262	QoQ +133.92% (+150) YoY NEW(+262)	All Managers (Combined)	$486.2K	0.1% ($486.2K/$409.3M)	QoQ +105.25% (+$249.3K) YoY NEW(+$486.2K)
Salesforce, Inc.(CRMcusip79466L302)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$485.1K	0.1% ($485.1K/$409.3M)	QoQ NEW(+$485.1K) YoY NEW(+$485.1K)
BlackRock, Inc.(BLKcusip09290D101)	512	QoQ +36.53% (+137) YoY NEW(+512)	All Managers (Combined)	$484.5K	0.1% ($484.5K/$409.3M)	QoQ +26.09% (+$100.2K) YoY NEW(+$484.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.9K	QoQ +5.85% (+107) YoY +4.20% (-78)	All Managers (Combined)	$479.9K	0.1% ($479.9K/$409.3M)	QoQ +3.50% (+$16.2K) YoY -3.70% (-$18.5K)
CINTAS CORP(CTAScusip172908105)	2.3K	QoQ +27.01% (+496) YoY NEW(+2.3K)	All Managers (Combined)	$479.3K	0.1% ($479.3K/$409.3M)	QoQ +42.86% (+$143.8K) YoY NEW(+$479.3K)