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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.19%
$639,578
1,411 shares@ $453.28 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.19%
$631,557
1,712 shares@ $368.91 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
0.17%
$575,783
2,402 shares@ $239.71 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.17%
$564,377
5,830 shares@ $96.81 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.17%
$560,871
1,916 shares@ $292.74 avg price
KOCoca Cola Co
Recent Activity
New Position
0.14%
$478,779
7,690 shares@ $62.26 avg price
ABTAbbott Labs
Recent Activity
New Position
0.14%
$470,990
4,164 shares@ $113.11 avg price
IJSIshares Tr
Recent Activity
New Position
0.14%
$460,398
4,239 shares@ $108.62 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.14%
$454,084
5,301 shares@ $85.67 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.13%
$443,133
778 shares@ $569.58 avg price