Founders Grove Wealth Partners, LLC New Holdings in Q4 2024

Founders Grove Wealth Partners, LLC

  • $345 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
31.9K
New
$50.67 - $50.9 $1.62M - $1.62M
31.9K $1.62B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
58K
New
$27.8 - $29.05 $1.61M - $1.68M
58K $1.62B
XLF
Financial Sector Spdr

ETFs
31.6K
New
$44.89 - $51.34 $1.42M - $1.62M
31.6K $1.53B
PG
Procter & Gamble CO

Consumer Defensive
8.82K
New
$161.05 - $179.7 $1.42M - $1.58M
8.82K $1.48B
IXG
Ishares Global Fin'L ETF

ETFs
15K
New
$93.25 - $101.72 $1.4M - $1.53M
15K $1.44B
NVDA
Nvidia Corp

Technology
9.92K
New
$117.0 - $148.88 $1.16M - $1.48M
9.92K $1.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.2K
New
$84.34 - $95.14 $1.2M - $1.35M
14.2K $1.24B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
8.86K
New
$134.53 - $150.65 $1.19M - $1.33M
8.86K $1.2B
VPU
Vanguard Utilities ETF

ETFs
7.26K
New
$160.52 - $179.11 $1.16M - $1.3M
7.26K $1.19B
VNQ
Vanguard Specialized Funds Van

ETFs
13.2K
New
$87.85 - $98.6 $1.16M - $1.3M
13.2K $1.18B
XLI
Industrial Sector Spdr

ETFs
8.75K
New
$131.76 - $143.99 $1.15M - $1.26M
8.75K $1.15B
EEM
Ishares Msci Emerging Markets

ETFs
27.5K
New
$41.82 - $47.36 $1.15M - $1.3M
27.5K $1.15B
VBK
Vanguard Small Cap Growth ETF

ETFs
4.04K
New
$264.18 - $304.19 $1.07M - $1.23M
4.04K $1.13B
VAW
Vanguard Materials ETF

ETFs
5.9K
New
$186.91 - $215.32 $1.1M - $1.27M
5.9K $1.11B
V
Visa Inc.

Financial Services
3.37K
New
$273.87 - $320.91 $923K - $1.08M
3.37K $1.07B
XOM
Exxon Mobil Corp

Energy
9.71K
New
$105.51 - $125.37 $1.02M - $1.22M
9.71K $1.04B
NSC
Norfolk Southern Corp

Industrials
4.45K
New
$230.6 - $277.0 $1.03M - $1.23M
4.45K $1.04B
VBR
Vanguard Small Cap Value ETF

ETFs
5.16K
New
$197.36 - $217.3 $1.02M - $1.12M
5.16K $1.02B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.1K
New
$81.68 - $82.93 $988K - $1M
12.1K $991M
JNJ
Johnson & Johnson

Healthcare
6.72K
New
$143.34 - $165.86 $963K - $1.11M
6.72K $972M
AMZN
Amazon Com Inc

Consumer Cyclical
4.3K
New
$180.88 - $232.93 $778K - $1M
4.3K $943M
HD
Home Depot, Inc.

Consumer Cyclical
2.36K
New
$385.02 - $431.37 $908K - $1.02M
2.36K $918M
XLP
Consumer Staples Sector Spdr

ETFs
10.1K
New
N/A
10.1K $797M
MPC
Marathon Petroleum Corp

Energy
5.69K
New
$131.65 - $174.84 $749K - $995K
5.69K $794M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.78K
New
$100.16 - $100.7 $780K - $784K
7.78K $781M
GOOGL
Alphabet Inc.

Communication Services
4.1K
New
$161.86 - $196.66 $664K - $807K
4.1K $777M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
15.1K
New
$49.74 - $50.43 $749K - $759K
15.1K $750M
GOOG
Alphabet Inc.

Communication Services
3.62K
New
$163.08 - $198.16 $590K - $717K
3.62K $689M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.41K
New
$442.29 - $483.08 $624K - $682K
1.41K $640M
ELV
Elevance Health, Inc.

Healthcare
1.71K
New
$365.96 - $514.62 $627K - $881K
1.71K $632M
JPM
Jpmorgan Chase & CO

Financial Services
2.4K
New
$205.18 - $250.29 $493K - $601K
2.4K $576M
XLC
Select Sector Spdr Tr Communic

ETFs
5.83K
New
$89.66 - $102.16 $523K - $596K
5.83K $564M
ADP
Automatic Data Processing Inc

Industrials
1.92K
New
$280.08 - $307.97 $537K - $590K
1.92K $561M
KO
Coca Cola CO

Consumer Defensive
7.69K
New
$61.74 - $71.71 $475K - $551K
7.69K $479M
ABT
Abbott Laboratories

Healthcare
4.16K
New
$111.93 - $119.39 $466K - $497K
4.16K $471M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.24K
New
$104.59 - $118.05 $443K - $500K
4.24K $460M
XLE
Energy Sector Spdr

ETFs
5.3K
New
$83.32 - $97.27 $442K - $516K
5.3K $454M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
778
New
$563.99 - $620.12 $439K - $482K
778 $443M
ABBV
Abb Vie Inc.

Healthcare
2.38K
New
$164.99 - $203.87 $393K - $485K
2.38K $423M
PM
Philip Morris International Inc.

Consumer Defensive
3.19K
New
$118.38 - $133.06 $378K - $425K
3.19K $384M
VIG
Vanguard Dividend Appreciation

ETFs
1.94K
New
N/A
1.94K $379M
CSCO
Cisco Systems, Inc.

Technology
6.29K
New
$52.45 - $60.02 $330K - $377K
6.29K $372M
TFC
Truist Financial Corp

Financial Services
8.2K
New
$41.51 - $48.1 $340K - $394K
8.2K $356M
AFL
Aflac Inc

Financial Services
3.37K
New
$100.37 - $115.27 $338K - $388K
3.37K $348M
MKL
Markel Corp

Financial Services
193
New
$1542.01 - $1785.11 $298K - $345K
193 $333M
MRK
Merck & Co., Inc.

Healthcare
3.29K
New
$96.31 - $114.76 $317K - $377K
3.29K $327M
AVGO
Broadcom Inc.

Technology
1.33K
New
$159.67 - $250.0 $213K - $333K
1.33K $309M
AXP
American Express CO

Financial Services
1.01K
New
$267.35 - $305.57 $269K - $307K
1.01K $298M
Activity Summary
Buys All Purchases 116 New Holdings 116 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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