test

Jeremiah Winters

@Founders Grove Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$345.352MTotal holdings116
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Founders Grove Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Founders Grove Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 345.352M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Jeremiah Winters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
New Position
7.36%
$25.403M
531,217 shares@ $47.83 avg price
BILSpdr Ser Tr
Recent Activity
New Position
5.49%
$18.941M
207,163 shares@ $91.43 avg price
VUGVanguard Index Fds
Recent Activity
New Position
5.1%
$17.594M
42,865 shares@ $410.45 avg price
LLYEli Lilly & Co
Recent Activity
New Position
5%
$17.257M
22,354 shares@ $771.99 avg price
VGTVanguard World Fd
Recent Activity
New Position
4.24%
$14.611M
23,498 shares@ $621.8 avg price
IVWIshares Tr
Recent Activity
New Position
3.23%
$11.137M
109,693 shares@ $101.54 avg price
VVVanguard Index Fds
Recent Activity
New Position
2.98%
$10.263M
38,054 shares@ $269.71 avg price
VGITVanguard Scottsdale Fds
Recent Activity
New Position
2.75%
$9.488M
163,589 shares@ $58.01 avg price
VUSBVanguard Bd Index Fds
Recent Activity
New Position
2.6%
$8.976M
180,904 shares@ $49.62 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
2.58%
$8.9M
38,275 shares@ $232.53 avg price