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FOUNDERS GROVE WEALTH PARTNERS, LLC13F | |
FOUNDERS GROVE WEALTH PARTNERS, LLC | |
Last update 2025-04-16 | 122 Stocks (7 new) |
Value $359.00 Mil | Turnover 6 % |
FOUNDERS GROVE WEALTH PARTNERS... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 572,317 | 29,090.9 | +7.74% | 8.110 | +0.58% | 0.020 | +11.93% | +23.01% | 162,442.1 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 237,774 | 21,811.0 | +14.78% | 6.080 | +0.78% | 0.050 | +1.05% | +2.34% | 41,778.1 | ||
LLY | Eli Lilly and Co | 21,399 | 17,673.4 | -4.27% | 4.920 | -0.21% | 0.000 | -6.12% | +4.72% | 723,063.2 | Drug Manufacturers | |
VUG | Vanguard Growth ETF | 44,991 | 16,683.6 | +4.96% | 4.650 | +0.22% | 0.010 | +22.07% | +10.46% | 166,080.2 | ||
VGT | Vanguard Information Technology ETF | 24,408 | 13,238.4 | +3.87% | 3.690 | +0.14% | 0.020 | +27.76% | +10.77% | 85,761.7 | ||
IVW | iShares S&P 500 Growth ETF | 118,064 | 10,959.9 | +7.63% | 3.050 | +0.22% | 0.020 | +22.20% | +11.84% | 62,264.2 | ||
VV | Vanguard Large Cap ETF | 41,633 | 10,700.9 | +9.41% | 2.980 | +0.26% | 0.020 | +16.72% | +9.29% | 40,832.3 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 177,740 | 10,557.7 | +8.65% | 2.940 | +0.23% | 0.030 | +0.79% | +4.12% | 31,579.5 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 206,326 | 10,286.4 | +14.05% | 2.870 | +0.35% | 0.220 | +0.88% | +2.36% | 5,298.8 | ||
BINC | iShares Flexible Income Active ETF | 167,275 | 8,761.9 | +17.88% | 2.440 | +0.37% | 0.100 | +2.63% | +4.04% | 10,404.0 |
FOUNDERS GROVE WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns
FOUNDERS GROVE WEALTH PARTNERS, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.78% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Add 14.78% | 237,774 | 30,611 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.58% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Add 7.74% | 572,317 | 41,100 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.37% | 51.89 ($52.37) 52.82 | $52.69 | 0.61% | Add 17.88% | 167,275 | 25,367 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +0.35% | 49.61 ($49.73) 49.89 | $49.79 | 0.12% | Add 14.05% | 206,326 | 25,422 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.26% | 253.32 ($270.87) 282.66 | $292.87 | 8.12% | Add 9.41% | 41,633 | 3,579 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.23% | 507.05 ($540.58) 563.67 | $583.20 | 7.88% | Add 15.72% | 11,962 | 1,625 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.23% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | Add 8.65% | 177,740 | 14,151 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.22% | 92.45 ($100.81) 106.69 | $113.29 | 12.38% | Add 7.63% | 118,064 | 8,371 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.22% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Add 4.96% | 44,991 | 2,126 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.21% | 725.72 ($832.09) 929.72 | $805.43 | -3.20% | Reduce -4.27% | 21,399 | -955 |
FOUNDERS GROVE WEALTH PARTNERS, LLC Total Holding History ($B)
FOUNDERS GROVE WEALTH PARTNERS, LLC's Asset Allocation
FOUNDERS GROVE WEALTH PARTNERS, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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FOUNDERS GROVE WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31
FOUNDERS GROVE WEALTH PARTNERS, LLC's Yearly Returns
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FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings Heat Map
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FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings Bubble Chart
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