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
IVVIshares Tr Recent Activity New Position	0.34%	$1.171M 1,990 shares@ $588.68 avg price	New Position
XLISelect Sector Spdr Tr Recent Activity New Position	0.34%	$1.153M 8,754 shares@ $131.77 avg price	New Position
EEMIshares Tr Recent Activity New Position	0.34%	$1.149M 27,480 shares@ $41.82 avg price	New Position
VBKVanguard Index Fds Recent Activity New Position	0.33%	$1.131M 4,038 shares@ $280.06 avg price	New Position
VAWVanguard World Fd Recent Activity New Position	0.33%	$1.108M 5,899 shares@ $187.84 avg price	New Position
VVisa Inc Recent Activity New Position	0.31%	$1.065M 3,370 shares@ $316.05 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.31%	$1.044M 9,708 shares@ $107.57 avg price	New Position
NSCNorfolk Southn Corp Recent Activity New Position	0.31%	$1.044M 4,449 shares@ $234.7 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	0.3%	$1.022M 5,155 shares@ $198.19 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.29%	$991,220 12,091 shares@ $81.98 avg price	New Position