Founders Grove Wealth Partners, LLC Reduced Holdings in Q1 2025

Founders Grove Wealth Partners, LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-250
- 0.91%
$209.68 - $247.1 $52.4K - $61.8K
27.3K $6.07B
MSFT
Microsoft Corp

Technology
-21
- 0.15%
$375.39 - $447.2 $7.88K - $9.39K
13.7K $5.14B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-19K
- 32.7%
$27.64 - $28.58 $524K - $542K
39K $1.12B
VGSH
Vanguard

ETFs
-7.72K
- 15.07%
$58.07 - $58.69 $449K - $453K
43.5K $2.55B
NVDA
Nvidia Corp

Technology
-1.33K
- 13.45%
$106.98 - $149.43 $143K - $199K
8.59K $931M
SPY
Spdr S&P 500 ETF Trust

ETFs
-318
- 7.55%
$551.42 - $612.93 $175K - $195K
3.9K $2.18B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.46K
- 20.34%
$81.83 - $82.73 $201K - $203K
9.63K $797M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-100
- 0.15%
$31.63 - $35.22 $3.16K - $3.52K
68.1K $2.18B
GOOGL
Alphabet Inc.

Communication Services
-52
- 1.27%
$154.33 - $206.19 $8.03K - $10.7K
4.05K $627M
GOOG
Alphabet Inc.

Communication Services
-52
- 1.44%
$156.06 - $207.71 $8.12K - $10.8K
3.56K $557M
HD
Home Depot, Inc.

Consumer Cyclical
-80
- 3.39%
$347.25 - $424.87 $27.8K - $34K
2.28K $835M
ORCL
Oracle Corp

Technology
-72
- 4.07%
$139.81 - $186.47 $10.1K - $13.4K
1.7K $238M
PG
Procter & Gamble CO

Consumer Defensive
-479
- 5.43%
$158.56 - $176.26 $76K - $84.4K
8.34K $1.42B
VIG
Vanguard Dividend Appreciation

ETFs
-162
- 8.36%
N/A
1.78K $344M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.13K
- 3.23%
$128.74 - $138.67 $146K - $157K
33.9K $4.6B
DVY
Ishares Tr

ETFs
-161
- 9.71%
$128.58 - $138.1 $20.7K - $22.2K
1.5K $201M
BAC
Bank Of America Corp

Financial Services
-118
- 2.38%
$39.61 - $47.74 $4.67K - $5.63K
4.83K $202M
SYY
Sysco Corp

Consumer Defensive
-32
- 1.18%
$70.0 - $77.13 $2.24K - $2.47K
2.68K $201M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.57K
- 0.69%
$20.82 - $22.08 $32.8K - $34.8K
228K $4.89B
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-253
- 1.01%
$104.87 - $112.53 $26.5K - $28.5K
24.9K $2.73B
KO
Coca Cola CO

Consumer Defensive
-139
- 1.81%
$60.81 - $72.32 $8.45K - $10.1K
7.55K $541M
V
Visa Inc.

Financial Services
-96
- 2.85%
$306.92 - $362.71 $29.5K - $34.8K
3.27K $1.15B
IXG
Ishares Global Fin'L ETF

ETFs
-70
- 0.47%
$94.45 - $105.01 $6.61K - $7.35K
15K $1.54B
XOM
Exxon Mobil Corp

Energy
-35
- 0.36%
$105.44 - $118.93 $3.69K - $4.16K
9.67K $1.15B
FDL
First Tr Morningstar Dividend

ETFs
-674
- 0.86%
$39.69 - $43.83 $26.8K - $29.5K
77.3K $3.36B
LLY
Eli Lilly & CO

Healthcare
-955
- 4.27%
$725.72 - $929.72 $693K - $888K
21.4K $17.7B
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
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