Founders Grove Wealth Partners, LLC Purchases in Q3 2025

Founders Grove Wealth Partners, LLC

  • $426 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
68.5K
+ 324.78%
$97.75 - $100.75 $6.7M - $6.9M
89.6K $8.98B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
42.5K
+ 268.1%
$52.39 - $53.11 $2.23M - $2.26M
58.3K $3.09B
AAPL
Apple Inc.

Technology
2.59K
+ 8.9%
$202.38 - $256.87 $523K - $664K
31.7K $8.06B
NVDA
Nvidia Corp

Technology
6.98K
+ 50.45%
$153.3 - $186.58 $1.07M - $1.3M
20.8K $3.88B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.06K
+ 268.91%
$117.65 - $120.08 $830K - $848K
9.68K $1.16B
MSFT
Microsoft Corp

Technology
934
+ 6.38%
$491.09 - $535.64 $459K - $500K
15.6K $8.07B
TSLA
Tesla, Inc.

Consumer Cyclical
447
+ 9.79%
$293.94 - $444.72 $131K - $199K
5.01K $2.23B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.01K
+ 83.87%
$82.38 - $83.0 $742K - $748K
19.8K $1.64B
SHV
Ishares Tr

ETFs
5.95K
+ 295.78%
$110.06 - $110.49 $655K - $658K
7.96K $880M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.31K
New
$107.66 - $112.36 $572K - $597K
5.31K $592M
IVE
Ishares S&P 500 Value ETF

ETFs
893
+ 3.39%
$194.44 - $206.51 $174K - $184K
27.2K $5.62B
MA
Mastercard Inc

Financial Services
754
New
$550.18 - $598.96 $415K - $452K
754 $429M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2K
+ 2.28%
$62.09 - $66.51 $124K - $133K
89.5K $5.84B
GOOG
Alphabet Inc.

Communication Services
488
+ 11.79%
$175.16 - $255.24 $85.5K - $125K
4.63K $1.13B
IEF
Ishares Barclays

ETFs
4.02K
New
$93.91 - $97.26 $378K - $391K
4.02K $388M
META
Meta Platforms, Inc.

Communication Services
471
+ 93.08%
$695.21 - $791.73 $327K - $373K
977 $717M
JNJ
Johnson & Johnson

Healthcare
686
+ 10.4%
$155.17 - $185.42 $106K - $127K
7.28K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
605
+ 37.14%
$459.11 - $506.91 $278K - $307K
2.23K $1.12B
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 25.1%
$211.65 - $238.24 $304K - $343K
7.17K $1.57B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
936
+ 90.43%
$224.68 - $282.71 $210K - $265K
1.97K $550M
VHT
Vanguard Health Care ETF

ETFs
90
+ 0.35%
$239.12 - $259.95 $21.5K - $23.4K
25.8K $6.69B
AVGO
Broadcom Inc.

Technology
580
+ 28.96%
$264.74 - $369.57 $154K - $214K
2.58K $852M
VUSB
Vanguard Bd Index Fds
5.37K
+ 2.48%
N/A
222K $11.1B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.08K
+ 55.41%
$98.99 - $112.2 $206K - $234K
5.84K $646M
CAT
Caterpillar Inc

Industrials
550
New
$390.92 - $477.15 $215K - $262K
550 $262M
T
At&T Inc.

Communication Services
8.48K
New
$26.94 - $29.62 $229K - $251K
8.48K $240M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.41K
New
$138.31 - $165.45 $195K - $234K
1.41K $234M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.06K
+ 6.83%
$122.57 - $132.57 $130K - $140K
16.6K $2.15B
DVY
Ishares Tr

ETFs
1.58K
New
$133.88 - $142.57 $211K - $225K
1.58K $224M
RTX
Raytheon Technologies Corp

Industrials
1.28K
New
$144.19 - $167.33 $184K - $213K
1.28K $213M
MCK
Mckesson Corp

Healthcare
270
New
$659.01 - $772.54 $178K - $209K
270 $208M
MCD
Mcdonalds Corp

Consumer Cyclical
679
New
$291.67 - $316.99 $198K - $215K
679 $206M
ABC
Amerisourcebergen Corp

Healthcare
642
New
N/A
642 $201M
PLTR
Palantir Technologies Inc.

Technology
1.1K
New
$130.68 - $186.97 $144K - $205K
1.1K $200M
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 9.43%
$357.4 - $423.42 $76.1K - $90.2K
2.47K $1B
JPM
Jpmorgan Chase & CO

Financial Services
285
+ 10.51%
$282.78 - $316.06 $80.6K - $90.1K
3K $945M
MPC
Marathon Petroleum Corp

Energy
24
+ 0.42%
$158.59 - $198.69 $3.81K - $4.77K
5.74K $1.11B
ORCL
Oracle Corp

Technology
124
+ 6.9%
$218.96 - $328.33 $27.2K - $40.7K
1.92K $540M
ABBV
Abb Vie Inc.

Healthcare
86
+ 3.6%
$184.85 - $231.54 $15.9K - $19.9K
2.47K $573M
ADP
Automatic Data Processing Inc

Industrials
461
+ 24.0%
$288.69 - $310.94 $133K - $143K
2.38K $699M
BAC
Bank Of America Corp

Financial Services
1.13K
+ 10.28%
$44.92 - $52.42 $50.5K - $59K
12.1K $623M
PG
Procter & Gamble CO

Consumer Defensive
811
+ 11.48%
$150.47 - $161.22 $122K - $131K
7.88K $1.21B
AXP
American Express CO

Financial Services
184
+ 17.08%
$294.27 - $342.31 $54.1K - $63K
1.26K $419M
NOC
Northrop Grumman Corp

Industrials
29
+ 6.37%
$498.9 - $609.32 $14.5K - $17.7K
484 $295M
HON
Honeywell International Inc

Industrials
425
+ 35.93%
$207.7 - $240.4 $88.3K - $102K
1.61K $338M
MO
Altria Group, Inc.

Consumer Defensive
165
+ 2.94%
$57.75 - $67.68 $9.53K - $11.2K
5.78K $382M
MRK
Merck & Co., Inc.

Healthcare
388
+ 12.16%
$77.6 - $87.37 $30.1K - $33.9K
3.58K $300M
ABT
Abbott Laboratories

Healthcare
319
+ 7.35%
$120.51 - $136.62 $38.4K - $43.6K
4.66K $624M
DUK
Duke Energy Corp

Utilities
136
+ 7.31%
$116.31 - $125.93 $15.8K - $17.1K
2K $247M
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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