Founders Grove Wealth Partners, LLC Purchases in Q1 2025

Founders Grove Wealth Partners, LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
41.1K
+ 7.74%
$47.4 - $52.99 $1.95M - $2.18M
572K $29.1B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30.6K
+ 14.78%
$91.45 - $91.75 $2.8M - $2.81M
238K $21.8B
Blackrock ETF Trust Ii
25.4K
+ 17.88%
N/A
167K $8.76B
VUSB
Vanguard Bd Index Fds
25.4K
+ 14.05%
N/A
206K $10.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.2K
+ 8.65%
$57.44 - $59.4 $813K - $841K
178K $10.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.56K
+ 13.05%
$74.85 - $84.89 $416K - $472K
48.2K $3.94B
VHT
Vanguard Health Care ETF

ETFs
1.63K
+ 7.12%
$254.06 - $273.83 $414K - $446K
24.5K $6.48B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
+ 7.22%
$42.5 - $46.71 $428K - $470K
149K $6.76B
VTV
Vanguard Value ETF

ETFs
2.79K
+ 7.24%
$167.73 - $179.21 $467K - $499K
41.3K $7.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.63K
+ 15.72%
$507.05 - $563.67 $824K - $916K
12K $6.15B
VV
Vanguard Large Cap ETF

ETFs
3.58K
+ 9.41%
$253.32 - $282.66 $907K - $1.01M
41.6K $10.7B
IVE
Ishares S&P 500 Value ETF

ETFs
2.24K
+ 8.61%
$185.78 - $198.58 $415K - $444K
28.2K $5.37B
IVV
Ishares Core S&P 500 ETF

ETFs
786
+ 39.5%
$554.06 - $615.85 $435K - $484K
2.78K $1.56B
SUB
Ishares Short Term National Mu

ETFs
3.61K
+ 6.86%
$105.3 - $106.24 $380K - $384K
56.2K $5.94B
VDC
Vanguard Consumer Staples ETF

ETFs
1.1K
+ 8.57%
$206.54 - $226.16 $226K - $248K
13.9K $3.04B
MUB
Ishares National Muni Bond ETF

ETFs
3.35K
+ 19.57%
$104.71 - $107.69 $350K - $360K
20.4K $2.16B
CATH
Global X Fds Global X S&P 500

ETFs
4.74K
New
$66.14 - $74.2 $314K - $352K
4.74K $320M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
7.46K
New
$41.17 - $45.22 $307K - $337K
7.46K $317M
XLV
Select Sector Spdr Fund Health

ETFs
1.28K
+ 9.88%
$137.61 - $149.68 $176K - $191K
14.2K $2.07B
VO
Vanguard Mid Cap ETF

ETFs
1.43K
+ 9.02%
$251.87 - $277.95 $361K - $398K
17.3K $4.48B
VFH
Vanguard Financial ETF

ETFs
1.62K
+ 2.82%
$114.07 - $127.34 $185K - $206K
59K $7.05B
XLF
Financial Sector Spdr

ETFs
4.27K
+ 13.53%
$47.32 - $52.19 $202K - $223K
35.8K $1.79B
VDE
Vanguard Energy ETF

ETFs
709
+ 3.69%
$119.14 - $132.76 $84.5K - $94.1K
19.9K $2.59B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.98K
+ 33.05%
$49.75 - $50.27 $248K - $250K
20K $1B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.36K
New
$94.32 - $110.46 $223K - $261K
2.36K $228M
NEE
Nextera Energy Inc

Utilities
3.15K
New
$66.96 - $76.16 $211K - $240K
3.15K $224M
COF
Capital One Financial Corp

Financial Services
1.22K
New
$163.87 - $209.82 $201K - $257K
1.22K $219M
XLC
Select Sector Spdr Tr Communic

ETFs
2.26K
+ 38.77%
$94.84 - $105.31 $214K - $238K
8.09K $780M
D
Dominion Energy, Inc

Utilities
3.59K
New
$52.85 - $57.43 $190K - $206K
3.59K $201M
UNH
Unitedhealth Group Inc

Healthcare
382
New
$461.52 - $548.18 $176K - $209K
382 $200M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.37K
+ 8.67%
$156.61 - $168.02 $214K - $230K
17.1K $2.75B
JNJ
Johnson & Johnson

Healthcare
168
+ 2.5%
$142.06 - $167.7 $23.9K - $28.2K
6.89K $1.14B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.75K
+ 11.47%
$49.25 - $50.66 $184K - $190K
36.4K $1.81B
VPU
Vanguard Utilities ETF

ETFs
629
+ 8.67%
$161.24 - $173.33 $101K - $109K
7.89K $1.35B
VNQ
Vanguard Specialized Funds Van

ETFs
1.51K
+ 11.4%
$85.55 - $94.34 $129K - $142K
14.7K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 5.67%
$442.66 - $534.52 $35.4K - $42.8K
1.49K $794M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
434
+ 0.79%
$126.11 - $135.06 $54.7K - $58.6K
55.3K $7.13B
XLI
Industrial Sector Spdr

ETFs
990
+ 11.31%
$128.78 - $141.67 $127K - $140K
9.74K $1.28B
IEMG
Ishares Inc

ETFs
999
+ 2.82%
N/A
36.4K $1.96B
VAW
Vanguard Materials ETF

ETFs
522
+ 8.85%
$185.71 - $202.46 $96.9K - $106K
6.42K $1.21B
VOT
Vanguard Mid Cap Growth Index

ETFs
807
+ 7.83%
$237.72 - $276.98 $192K - $224K
11.1K $2.72B
EEM
Ishares Msci Emerging Markets

ETFs
1.12K
+ 4.08%
$40.81 - $45.34 $45.7K - $50.8K
28.6K $1.25B
ABT
Abbott Laboratories

Healthcare
15
+ 0.36%
$111.1 - $140.22 $1.67K - $2.1K
4.18K $554M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.27K
+ 8.56%
$117.4 - $131.02 $149K - $166K
16.1K $1.93B
XLE
Energy Sector Spdr

ETFs
335
+ 6.32%
$85.7 - $93.96 $28.7K - $31.5K
5.64K $527M
VBR
Vanguard Small Cap Value ETF

ETFs
638
+ 12.38%
$183.02 - $207.75 $117K - $133K
5.79K $1.08B
MO
Altria Group, Inc.

Consumer Defensive
135
+ 2.45%
$50.81 - $60.02 $6.86K - $8.1K
5.65K $339M
XLP
Consumer Staples Sector Spdr

ETFs
180
+ 1.78%
N/A
10.3K $843M
VB
Vanguard Small Cap ETF

ETFs
842
+ 10.88%
$217.89 - $252.64 $183K - $213K
8.58K $1.9B
Activity Summary
Buys All Purchases 73 New Holdings 7 Increased Positions 66 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Founders Grove Wealth Partners, LLC Portfolio

Follow Founders Grove Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Grove Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Grove Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email