Founders Grove Wealth Partners

Founders Grove Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Founders Grove Wealth Partners

Founders Grove Wealth Partners holds 116 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $25M 531k 47.82
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.5 $19M 207k 91.43
Vanguard Index Fds Growth Etf (VUG) 5.1 $18M 43k 410.44
Eli Lilly & Co. (LLY) 5.0 $17M 22k 771.98
Vanguard World Inf Tech Etf (VGT) 4.2 $15M 24k 621.80
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $11M 110k 101.53
Vanguard Index Fds Large Cap Etf (VV) 3.0 $10M 38k 269.70
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.7 $9.5M 164k 58.00
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.6 $9.0M 181k 49.62
Select Sector Spdr Tr Technology (XLK) 2.6 $8.9M 38k 232.52
Vanguard World Consum Dis Etf (VCR) 2.2 $7.5M 20k 375.38
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.1 $7.4M 142k 52.02
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $7.0M 55k 127.59
Apple (AAPL) 2.0 $6.9M 28k 250.42
Vanguard World Financials Etf (VFH) 2.0 $6.8M 57k 118.07
Vanguard Index Fds Value Etf (VTV) 1.9 $6.5M 39k 169.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $6.1M 139k 44.04
Vanguard World Industrial Etf (VIS) 1.7 $5.9M 23k 254.39
Vanguard World Health Car Etf (VHT) 1.7 $5.8M 23k 253.69
Microsoft Corporation (MSFT) 1.7 $5.8M 14k 421.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $5.6M 10k 538.81
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $5.5M 53k 105.48
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $5.2M 83k 62.31
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $5.0M 26k 190.88
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.4 $4.9M 229k 21.26
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $4.6M 35k 132.10
Vanguard World Comm Srvc Etf (VOX) 1.3 $4.4M 28k 154.96
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $4.2M 16k 264.12
Ishares Tr Msci Eafe Etf (EFA) 0.9 $3.2M 43k 75.61
Wisdomtree Tr Us Midcap Divid (DON) 0.9 $3.2M 63k 50.97
First Tr Morningstar Divid L SHS (FDL) 0.9 $3.1M 78k 40.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $3.0M 51k 58.18
Vanguard World Consum Stp Etf (VDC) 0.8 $2.7M 13k 211.38
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $2.7M 30k 90.93
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.8 $2.7M 25k 106.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.6M 10k 253.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $2.5M 16k 161.77
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.5M 22k 115.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.5M 4.2k 586.01
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $2.3M 68k 34.35
Vanguard World Energy Etf (VDE) 0.7 $2.3M 19k 121.31
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.3M 11k 220.96
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $2.2M 9.8k 224.35
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.9M 7.7k 240.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $1.9M 15k 124.96
Ishares Core Msci Emkt (IEMG) 0.5 $1.8M 35k 52.22
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 17k 106.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.8M 13k 137.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.6M 33k 50.13
Tesla Motors (TSLA) 0.5 $1.6M 4.0k 403.84
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.6M 32k 50.71
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $1.6M 58k 27.88
Select Sector Spdr Tr Financial (XLF) 0.4 $1.5M 32k 48.33
Procter & Gamble Company (PG) 0.4 $1.5M 8.8k 167.65
Ishares Tr Global Finls Etf (IXG) 0.4 $1.4M 15k 96.06
NVIDIA Corporation (NVDA) 0.4 $1.3M 9.9k 134.29
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.2M 14k 87.25
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.2M 8.9k 135.37
Vanguard World Utilities Etf (VPU) 0.3 $1.2M 7.3k 163.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.2M 13k 89.08
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 2.0k 588.68
Select Sector Spdr Tr Indl (XLI) 0.3 $1.2M 8.8k 131.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.1M 28k 41.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.1M 4.0k 280.06
Vanguard World Materials Etf (VAW) 0.3 $1.1M 5.9k 187.84
Visa Com Cl A (V) 0.3 $1.1M 3.4k 316.04
Exxon Mobil Corporation (XOM) 0.3 $1.0M 9.7k 107.56
Norfolk Southern (NSC) 0.3 $1.0M 4.4k 234.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.0M 5.2k 198.18
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $991k 12k 81.98
Johnson & Johnson (JNJ) 0.3 $972k 6.7k 144.62
Amazon (AMZN) 0.3 $943k 4.3k 219.39
Home Depot (HD) 0.3 $918k 2.4k 388.98
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $797k 10k 78.61
Marathon Petroleum Corp (MPC) 0.2 $794k 5.7k 139.50
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $781k 7.8k 100.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $777k 4.1k 189.30
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $751k 15k 49.84
Alphabet Cap Stk Cl C (GOOG) 0.2 $689k 3.6k 190.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $681k 1.00 680920.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $640k 1.4k 453.28
Anthem (ELV) 0.2 $632k 1.7k 368.90
JPMorgan Chase & Co. (JPM) 0.2 $576k 2.4k 239.71
Select Sector Spdr Tr Communication (XLC) 0.2 $564k 5.8k 96.81
Automatic Data Processing (ADP) 0.2 $561k 1.9k 292.73
Coca-Cola Company (KO) 0.1 $479k 7.7k 62.26
Abbott Laboratories (ABT) 0.1 $471k 4.2k 113.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $460k 4.2k 108.61
Select Sector Spdr Tr Energy (XLE) 0.1 $454k 5.3k 85.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $443k 778.00 569.58
Abbvie (ABBV) 0.1 $423k 2.4k 177.70
Philip Morris International (PM) 0.1 $384k 3.2k 120.35
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $379k 1.9k 195.83
Cisco Systems (CSCO) 0.1 $372k 6.3k 59.20
Truist Financial Corp equities (TFC) 0.1 $356k 8.2k 43.38
AFLAC Incorporated (AFL) 0.1 $348k 3.4k 103.44
Markel Corporation (MKL) 0.1 $333k 193.00 1726.23
Merck & Co (MRK) 0.1 $327k 3.3k 99.48
Broadcom (AVGO) 0.1 $309k 1.3k 231.84
American Express Company (AXP) 0.1 $298k 1.0k 296.79
Oracle Corporation (ORCL) 0.1 $295k 1.8k 166.64
Altria (MO) 0.1 $289k 5.5k 52.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $270k 529.00 511.23
Canadian Pacific Kansas City (CP) 0.1 $257k 3.5k 72.37
Honeywell International (HON) 0.1 $254k 1.1k 225.89
First National Corporation (FXNC) 0.1 $252k 11k 23.01
FedEx Corporation (FDX) 0.1 $235k 836.00 281.33
Ferguson Enterprises Common Stock New (FERG) 0.1 $230k 1.3k 173.57
Texas Instruments Incorporated (TXN) 0.1 $226k 1.2k 187.51
Duke Energy Corp Com New (DUK) 0.1 $220k 2.0k 107.74
Ishares Tr Select Divid Etf (DVY) 0.1 $218k 1.7k 131.29
Bank of America Corporation (BAC) 0.1 $218k 5.0k 43.95
Costco Wholesale Corporation (COST) 0.1 $210k 229.00 916.27
Northrop Grumman Corporation (NOC) 0.1 $208k 443.00 469.29
SYSCO Corporation (SYY) 0.1 $207k 2.7k 76.46
Netflix (NFLX) 0.1 $201k 226.00 891.32