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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
JNJJohnson & Johnson
Recent Activity
New Position
0.29%
$971,557
6,718 shares@ $144.62 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.28%
$943,158
4,299 shares@ $219.4 avg price
HDHome Depot Inc
Recent Activity
New Position
0.27%
$917,597
2,359 shares@ $388.98 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.24%
$796,870
10,137 shares@ $78.62 avg price
MPCMarathon Pete Corp
Recent Activity
New Position
0.23%
$794,060
5,692 shares@ $139.51 avg price
SGOVIshares Tr
Recent Activity
New Position
0.23%
$780,802
7,783 shares@ $100.33 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.23%
$776,887
4,104 shares@ $189.3 avg price
SMMUPimco Etf Tr
Recent Activity
New Position
0.22%
$750,491
15,058 shares@ $49.85 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.2%
$688,631
3,616 shares@ $190.44 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
New Position
0.2%
$680,920
1 shares@ $680920.0 avg price