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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
FDLFirst Tr Morningstar Divid L
Recent Activity
New Position
0.91%
$3.141M
78,011 shares@ $40.27 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
0.87%
$2.982M
51,257 shares@ $58.18 avg price
VDCVanguard World Fd
Recent Activity
New Position
0.79%
$2.702M
12,785 shares@ $211.38 avg price
IJKIshares Tr
Recent Activity
New Position
0.78%
$2.692M
29,608 shares@ $90.93 avg price
AIVLWisdomtree Tr
Recent Activity
New Position
0.78%
$2.675M
25,114 shares@ $106.52 avg price
VOTVanguard Index Fds
Recent Activity
New Position
0.76%
$2.616M
10,308 shares@ $253.75 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.74%
$2.549M
15,758 shares@ $161.78 avg price
IJRIshares Tr
Recent Activity
New Position
0.73%
$2.494M
21,644 shares@ $115.23 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.72%
$2.469M
4,214 shares@ $586.02 avg price
DESWisdomtree Tr
Recent Activity
New Position
0.68%
$2.344M
68,230 shares@ $34.36 avg price