Jeremiah Winters

@Founders Grove Wealth Partners, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$345.352M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VDEVanguard World Fd Recent Activity New Position	0.68%	$2.332M 19,224 shares@ $121.31 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.68%	$2.327M 10,532 shares@ $220.97 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.64%	$2.202M 9,814 shares@ $224.35 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.54%	$1.86M 7,739 shares@ $240.28 avg price	New Position
IJJIshares Tr Recent Activity New Position	0.54%	$1.851M 14,810 shares@ $124.97 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.54%	$1.847M 35,369 shares@ $52.22 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.53%	$1.821M 17,094 shares@ $106.56 avg price	New Position
XLVSelect Sector Spdr Tr Recent Activity New Position	0.52%	$1.778M 12,921 shares@ $137.58 avg price	New Position
VTEBVanguard Mun Bd Fds Recent Activity New Position	0.48%	$1.637M 32,650 shares@ $50.14 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.48%	$1.626M 4,027 shares@ $403.85 avg price	New Position