Founders Grove Wealth Partners, LLC Portfolio Holdings

Founders Grove Wealth Partners, LLC

  • $345 Billion
  • Q4 2024

Founders Grove Wealth Partners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $345 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $25.4B, Spdr Bloomberg 1 3 Month T Bil with a value of $18.9B, Vanguard Growth ETF with a value of $17.6B, Eli Lilly & CO with a value of $17.3B, and Vanguard Information Technolog with a value of $14.6B.

Examining the 13F form we can see an increase of $345B in the current position value.

Founders Grove Wealth Partners, LLC is based out at Richmond, VA

Below you can find more details about Founders Grove Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $345 Billion
ETFs: $276 Billion
Healthcare: $20.1 Billion
Technology: $15.2 Billion
Financial Services: $4.51 Billion
Consumer Cyclical: $3.49 Billion
Consumer Defensive: $3.05 Billion
Industrials: $2.3 Billion
Energy: $1.84 Billion
Other: $1.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 7.36% of portfolio
531,217
Q4 2024 New
$0
$18.9 Billion 5.48% of portfolio
207,163
Q4 2024 New
$0
$17.6 Billion 5.09% of portfolio
42,865
Q4 2024 New
$720B
$17.3 Billion 5.0% of portfolio
22,354
Q4 2024 New
$0
$14.6 Billion 4.23% of portfolio
23,498
Q4 2024 New
$0
$11.1 Billion 3.22% of portfolio
109,693
Q4 2024 New
$0
$10.3 Billion 2.97% of portfolio
38,054
Q4 2024 New
$0
$9.49 Billion 2.75% of portfolio
163,589
Q4 2024 New
-
$8.98 Billion 2.6% of portfolio
-
Q4 2024 New
$0
$8.9 Billion 2.58% of portfolio
38,275
Q4 2024 New
$0
$7.54 Billion 2.18% of portfolio
20,082
Q4 2024 New
Blackrock ETF Trust Ii
-
$7.38 Billion 2.14% of portfolio
-
Q4 2024 New
$0
$7 Billion 2.03% of portfolio
54,882
Q4 2024 New
$3.67T
$6.9 Billion 2.0% of portfolio
27,571
Q4 2024 New
$0
$6.77 Billion 1.96% of portfolio
57,375
Q4 2024 New
$0
$6.52 Billion 1.89% of portfolio
38,495
Q4 2024 New
$0
$5.86 Billion 1.7% of portfolio
23,026
Q4 2024 New
$0
$5.8 Billion 1.68% of portfolio
22,868
Q4 2024 New
$3.17T
$5.78 Billion 1.67% of portfolio
13,709
Q4 2024 New
$0
$5.55 Billion 1.61% of portfolio
52,601
Q4 2024 New
$0
$5.57 Billion 1.61% of portfolio
10,337
Q4 2024 New
$0
$5.2 Billion 1.51% of portfolio
83,447
Q4 2024 New
$0
$4.96 Billion 1.43% of portfolio
25,962
Q4 2024 New
$0
$4.87 Billion 1.41% of portfolio
229,120
Q4 2024 New
$0
$4.63 Billion 1.34% of portfolio
35,033
Q4 2024 New
$0
$4.36 Billion 1.26% of portfolio
28,167
Q4 2024 New
$0
$4.19 Billion 1.21% of portfolio
15,877
Q4 2024 New
$0
$3.22 Billion 0.93% of portfolio
42,611
Q4 2024 New
$0
$3.2 Billion 0.93% of portfolio
62,740
Q4 2024 New
$0
$3.14 Billion 0.91% of portfolio
78,011
Q4 2024 New
$0
$2.98 Billion 0.86% of portfolio
51,257
Q4 2024 New
$0
$2.7 Billion 0.78% of portfolio
12,785
Q4 2024 New
$0
$2.69 Billion 0.78% of portfolio
29,608
Q4 2024 New
$0
$2.68 Billion 0.77% of portfolio
25,114
Q4 2024 New
$0
$2.62 Billion 0.76% of portfolio
10,308
Q4 2024 New
$0
$2.55 Billion 0.74% of portfolio
15,758
Q4 2024 New
$0
$2.49 Billion 0.72% of portfolio
21,644
Q4 2024 New
$0
$2.47 Billion 0.72% of portfolio
4,214
Q4 2024 New
$0
$2.34 Billion 0.68% of portfolio
68,230
Q4 2024 New
$0
$2.33 Billion 0.68% of portfolio
19,224
Q4 2024 New
$0
$2.33 Billion 0.67% of portfolio
10,532
Q4 2024 New
$0
$2.2 Billion 0.64% of portfolio
9,814
Q4 2024 New
$0
$1.85 Billion 0.54% of portfolio
14,810
Q4 2024 New
$0
$1.86 Billion 0.54% of portfolio
7,739
Q4 2024 New
$0
$1.82 Billion 0.53% of portfolio
17,094
Q4 2024 New
$0
$1.85 Billion 0.53% of portfolio
35,369
Q4 2024 New
$0
$1.78 Billion 0.51% of portfolio
12,921
Q4 2024 New
$0
$1.62 Billion 0.47% of portfolio
57,974
Q4 2024 New
$0
$1.64 Billion 0.47% of portfolio
32,650
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $345 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 116 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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