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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
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.47%
$1.617M
31,893 shares@ $50.71 avg price
SPTISpdr Ser Tr
Recent Activity
New Position
0.47%
$1.616M
57,974 shares@ $27.88 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.45%
$1.526M
31,568 shares@ $48.33 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.43%
$1.478M
8,816 shares@ $167.66 avg price
IXGIshares Tr
Recent Activity
New Position
0.42%
$1.445M
15,043 shares@ $96.06 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.39%
$1.332M
9,920 shares@ $134.29 avg price
SLYVSpdr Ser Tr
Recent Activity
New Position
0.36%
$1.238M
14,190 shares@ $87.26 avg price
IJTIshares Tr
Recent Activity
New Position
0.35%
$1.199M
8,860 shares@ $135.37 avg price
VPUVanguard World Fd
Recent Activity
New Position
0.35%
$1.186M
7,256 shares@ $163.43 avg price
VNQVanguard Index Fds
Recent Activity
New Position
0.35%
$1.178M
13,226 shares@ $89.08 avg price