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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
VCRVanguard World Fd
Recent Activity
New Position
2.19%
$7.538M
20,082 shares@ $375.38 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
New Position
2.14%
$7.382M
141,908 shares@ $52.02 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
2.03%
$7.002M
54,882 shares@ $127.59 avg price
AAPLApple Inc
Recent Activity
New Position
2%
$6.904M
27,571 shares@ $250.43 avg price
VFHVanguard World Fd
Recent Activity
New Position
1.97%
$6.774M
57,375 shares@ $118.08 avg price
VTVVanguard Index Fds
Recent Activity
New Position
1.89%
$6.517M
38,495 shares@ $169.31 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
1.78%
$6.137M
139,360 shares@ $44.04 avg price
VISVanguard World Fd
Recent Activity
New Position
1.7%
$5.858M
23,026 shares@ $254.4 avg price
VHTVanguard World Fd
Recent Activity
New Position
1.68%
$5.801M
22,868 shares@ $253.69 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.68%
$5.778M
13,709 shares@ $421.51 avg price