Founders Grove Wealth Partners, LLC Sells in Q2 2025

Founders Grove Wealth Partners, LLC

  • $399 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-10.2K
- 18.16%
$104.77 - $106.34 $1.07M - $1.09M
46K $4.89B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.1K
- 41.52%
$48.13 - $49.85 $727K - $753K
21.3K $1.04B
MUB
Ishares National Muni Bond ETF

ETFs
-6.82K
- 33.36%
$102.31 - $105.8 $698K - $721K
13.6K $1.42B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-22.9K
- 58.81%
$28.21 - $28.85 $647K - $662K
16.1K $462M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.28K
- 20.25%
$50.52 - $50.92 $418K - $422K
32.6K $1.66B
VGSH
Vanguard

ETFs
-6.42K
- 14.76%
$58.32 - $58.95 $375K - $379K
37.1K $2.18B
XLV
Select Sector Spdr Fund Health

ETFs
-1.44K
- 10.12%
$128.77 - $144.3 $185K - $207K
12.8K $1.72B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-5K
- 2.2%
$18.68 - $21.54 $93.4K - $108K
223K $4.54B
PG
Procter & Gamble CO

Consumer Defensive
-1.27K
- 15.23%
$157.66 - $172.39 $200K - $219K
7.07K $1.13B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.68K
- 34.45%
$100.35 - $100.71 $269K - $270K
5.1K $514M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.82K
- 2.71%
$58.63 - $59.9 $283K - $289K
173K $10.3B
FDL
First Tr Morningstar Dividend

ETFs
-903
- 1.17%
$38.19 - $43.19 $34.5K - $39K
76.4K $3.2B
XOM
Exxon Mobil Corp

Energy
-346
- 3.58%
$99.93 - $119.04 $34.6K - $41.2K
9.33K $1.01B
JNJ
Johnson & Johnson

Healthcare
-292
- 4.24%
$146.36 - $159.82 $42.7K - $46.7K
6.59K $1.01B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.63K
- 5.33%
$28.02 - $32.37 $102K - $117K
64.5K $2.05B
V
Visa Inc.

Financial Services
-337
- 10.29%
$308.27 - $373.31 $104K - $126K
2.94K $1.04B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.1K
- 3.39%
$43.28 - $50.37 $91.1K - $106K
60K $3.01B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-711
- 15.91%
$83.54 - $100.04 $59.4K - $71.1K
3.76K $374M
MRK
Merck & Co., Inc.

Healthcare
-175
- 5.2%
$73.47 - $87.12 $12.9K - $15.2K
3.19K $253M
Canadian Pacific Kansas City
-1.02K
- 28.66%
N/A
2.53K $201M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-262
- 0.77%
$121.58 - $136.74 $31.9K - $35.8K
33.6K $4.57B
DUK
Duke Energy Corp

Utilities
-181
- 8.87%
$112.46 - $124.05 $20.4K - $22.5K
1.86K $219M
KO
Coca Cola CO

Consumer Defensive
-98
- 1.3%
$68.37 - $73.9 $6.7K - $7.24K
7.45K $527M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-408
- 2.63%
$67.03 - $80.35 $27.3K - $32.8K
15.1K $1.2B
MO
Altria Group, Inc.

Consumer Defensive
-36
- 0.64%
$55.56 - $60.91 $2K - $2.19K
5.62K $329M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-576
- 3.58%
$103.88 - $123.68 $59.8K - $71.2K
15.5K $1.92B
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 0.88%
$335.24 - $380.78 $6.7K - $7.62K
2.26K $828M
VDC
Vanguard Consumer Staples ETF

ETFs
-7
- 0.05%
$204.89 - $224.73 $1.43K - $1.57K
13.9K $3.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-884
- 4.01%
$90.56 - $109.49 $80.1K - $96.8K
21.2K $2.31B
XLI
Industrial Sector Spdr

ETFs
-961
- 9.86%
$116.42 - $147.52 $112K - $142K
8.78K $1.3B
EEM
Ishares Msci Emerging Markets

ETFs
-2.3K
- 8.03%
$38.52 - $48.28 $88.5K - $111K
26.3K $1.27B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-432
- 4.62%
$108.87 - $133.04 $47K - $57.5K
8.93K $1.19B
XLF
Financial Sector Spdr

ETFs
-1.18K
- 3.3%
$43.92 - $52.37 $52K - $62K
34.7K $1.81B
IWM
Ishares Russell 2000 ETF

ETFs
-636
- 5.6%
$174.82 - $215.79 $111K - $137K
10.7K $2.32B
XLC
Select Sector Spdr Tr Communic

ETFs
-434
- 5.36%
$86.13 - $108.53 $37.4K - $47.1K
7.66K $831M
NSC
Norfolk Southern Corp

Industrials
-69
- 1.55%
$206.34 - $257.46 $14.2K - $17.8K
4.38K $1.12B
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-71
- 0.29%
$97.18 - $113.06 $6.9K - $8.03K
24.8K $2.8B
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 1.51%
$498.8 - $620.9 $20.9K - $26.1K
2.73K $1.7B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-632
- 1.14%
$114.78 - $133.31 $72.5K - $84.3K
54.7K $7.29B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-480
- 1.52%
$73.7 - $90.98 $35.4K - $43.7K
31.1K $2.83B
XLK
Technology Sector Spdr

ETFs
-1.55K
- 3.9%
$179.73 - $253.23 $278K - $392K
38.1K $9.65B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.76K
- 1.49%
$82.96 - $110.1 $146K - $194K
116K $12.8B
Activity Summary
Buys All Purchases 81 New Holdings 13 Increased Positions 68 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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