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