The Analysis of FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings & P&L


Currently, FOUNDERS GROVE WEALTH PARTNERS, LLC holds 162 types of securities in its portfolio with a total value $439.9M. In the most recent quarter, they have increased their positions in VUSB (+17.6K shares, valued at $877.9K), BINC (+13.0K shares, valued at $673.3K), PSLV (+22.5K shares, valued at $548.3K); decreased their positions in PEY (-24.2K shares, valued at $519.2K), SUB (-3.4K shares, valued at $357.8K), VGT (-485 shares, valued at $338.4K); initiated new positions in PSLV (+22.5K shares, valued at $548.3K), MU (+810 shares, valued at $273.6K), HSBC (+3.2K shares, valued at $264.3K).


1M P&L
+17.9M+4.02%
3M P&L
-233.6M-33.52%
HY P&L
-215.3M-31.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A353.9M
83.7%
2Drug Manufacturers - General19.3M
4.6%
3Consumer Electronics8.6M
2.0%

Top Industries by Stock Count

1N/A81 stocks
54.4%
2Drug Manufacturers - General6 stocks
4.0%
3Semiconductors6 stocks
4.0%
Stock Holdings
VEA
VANGUARD TAX-MANAGED FDS
-0.44%
Shares546.1K
Event2026-03-31
Filed2026-04-15
BIL
SPDR SERIES TRUST
1.24%
Shares261.9K
Event2026-03-31
Filed2026-04-15
VUG
VANGUARD INDEX FDS
0.99%
Shares44.1K
Event2026-03-31
Filed2026-04-15
VGT
VANGUARD WORLD FD
-1.86%
Shares25.6K
Event2026-03-31
Filed2026-04-15
LLY
ELI LILLY & CO
-0.25%
Shares17.4K
Event2026-03-31
Filed2026-04-15
VV
VANGUARD INDEX FDS
1.78%
Shares47.8K
Event2026-03-31
Filed2026-04-15
VUSB
VANGUARD BD INDEX FDS
7.17%
Shares263.6K
Event2026-03-31
Filed2026-04-15
IVW
ISHARES TR
-0.43%
Shares112.7K
Event2026-03-31
Filed2026-04-15
AGG
ISHARES TR
2.73%
Shares119.9K
Event2026-03-31
Filed2026-04-15
VGIT
VANGUARD SCOTTSDALE FDS
4.48%
Shares169.6K
Event2026-03-31
Filed2026-04-15
BINC
BLACKROCK ETF TRUST II
7.22%
Shares192.6K
Event2026-03-31
Filed2026-04-15
XLK
SELECT SECTOR SPDR TR
-0.64%
Shares72.9K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.18%
Shares14.6K
Event2026-03-31
Filed2026-04-15
AAPL
APPLE INC
-0.29%
Shares33.9K
Event2026-03-31
Filed2026-04-15
VTV
VANGUARD INDEX FDS
0.43%
Shares43.7K
Event2026-03-31
Filed2026-04-15
VWO
VANGUARD INTL EQUITY INDEX F
2.98%
Shares156.6K
Event2026-03-31
Filed2026-04-15
VCR
VANGUARD WORLD FD
1.05%
Shares20.7K
Event2026-03-31
Filed2026-04-15
VIS
VANGUARD WORLD FD
0.38%
Shares23.8K
Event2026-03-31
Filed2026-04-15
VHT
VANGUARD WORLD FD
5.49%
Shares27.1K
Event2026-03-31
Filed2026-04-15
VYM
VANGUARD WHITEHALL FDS
-3.46%
Shares49.2K
Event2026-03-31
Filed2026-04-15
VFH
VANGUARD WORLD FD
4.59%
Shares59.1K
Event2026-03-31
Filed2026-04-15
MSFT
MICROSOFT CORP
5.31%
Shares16.8K
Event2026-03-31
Filed2026-04-15
IJH
ISHARES TR
-0.16%
Shares88.4K
Event2026-03-31
Filed2026-04-15
IVE
ISHARES TR
-0.22%
Shares26.8K
Event2026-03-31
Filed2026-04-15
VO
VANGUARD INDEX FDS
2.22%
Shares19.1K
Event2026-03-31
Filed2026-04-15
VOX
VANGUARD WORLD FD
1.28%
Shares27.6K
Event2026-03-31
Filed2026-04-15
SDY
SPDR SERIES TRUST
-2.82%
Shares31.7K
Event2026-03-31
Filed2026-04-15
EFA
ISHARES TR
-3.06%
Shares46.5K
Event2026-03-31
Filed2026-04-15
NVDA
NVIDIA CORPORATION
-1.18%
Shares25.4K
Event2026-03-31
Filed2026-04-15
IGSB
ISHARES TR
2.16%
Shares80.3K
Event2026-03-31
Filed2026-04-15
FDL
FIRST TR EXCHANGE-TRADED FD
-3.57%
Shares72.0K
Event2026-03-31
Filed2026-04-15
VDE
VANGUARD WORLD FD
1.57%
Shares21.0K
Event2026-03-31
Filed2026-04-15
PEY
INVESCO EXCHANGE TRADED FD T
-12.81%
Shares165.0K
Event2026-03-31
Filed2026-04-15
VOE
VANGUARD INDEX FDS
2.37%
Shares18.8K
Event2026-03-31
Filed2026-04-15
VDC
VANGUARD WORLD FD
14.02%
Shares15.3K
Event2026-03-31
Filed2026-04-15
VOT
VANGUARD INDEX FDS
3.48%
Shares11.9K
Event2026-03-31
Filed2026-04-15
VB
VANGUARD INDEX FDS
-0.46%
Shares11.6K
Event2026-03-31
Filed2026-04-15
DON
WISDOMTREE TR
-3.10%
Shares57.7K
Event2026-03-31
Filed2026-04-15
IJK
ISHARES TR
-0.76%
Shares28.2K
Event2026-03-31
Filed2026-04-15
AIVL
WISDOMTREE TR
-4.42%
Shares23.5K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
17.43%
Shares8.6K
Event2026-03-31
Filed2026-04-15
IEMG
ISHARES INC
-1.91%
Shares35.1K
Event2026-03-31
Filed2026-04-15
SPY
SPDR S&P 500 ETF TR
-2.49%
Shares3.3K
Event2026-03-31
Filed2026-04-15
DES
WISDOMTREE TR
-4.33%
Shares60.0K
Event2026-03-31
Filed2026-04-15
TSLA
TESLA INC
6.52%
Shares5.8K
Event2026-03-31
Filed2026-04-15
IJJ
ISHARES TR
-1.19%
Shares16.0K
Event2026-03-31
Filed2026-04-15
IJR
ISHARES TR
-5.31%
Shares16.9K
Event2026-03-31
Filed2026-04-15
SHY
ISHARES TR
0.09%
Shares24.8K
Event2026-03-31
Filed2026-04-15
XLY
SELECT SECTOR SPDR TR
-9.04%
Shares18.6K
Event2026-03-31
Filed2026-04-15
JNJ
JOHNSON & JOHNSON
-0.81%
Shares8.2K
Event2026-03-31
Filed2026-04-15
AMZN
AMAZON COM INC
3.08%
Shares9.1K
Event2026-03-31
Filed2026-04-15
IWM
ISHARES TR
-2.42%
Shares7.5K
Event2026-03-31
Filed2026-04-15
IXG
ISHARES TR
-0.02%
Shares16.3K
Event2026-03-31
Filed2026-04-15
IVV
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-15
SUB
ISHARES TR
-17.42%
Shares15.9K
Event2026-03-31
Filed2026-04-15
XLF
SELECT SECTOR SPDR TR
-2.02%
Shares33.8K
Event2026-03-31
Filed2026-04-15
XOM
EXXON MOBIL CORP
-3.25%
Shares9.7K
Event2026-03-31
Filed2026-04-15
VPU
VANGUARD WORLD FD
5.71%
Shares8.2K
Event2026-03-31
Filed2026-04-15
SMMU
PIMCO ETF TR
1.27%
Shares32.0K
Event2026-03-31
Filed2026-04-15
IEI
ISHARES TR
2.09%
Shares13.3K
Event2026-03-31
Filed2026-04-15
VAW
VANGUARD WORLD FD
5.67%
Shares6.8K
Event2026-03-31
Filed2026-04-15
VNQ
VANGUARD INDEX FDS
16.40%
Shares17.1K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
ALPHABET INC
6.90%
Shares5.3K
Event2026-03-31
Filed2026-04-15
JMST
J P MORGAN EXCHANGE TRADED F
0.01%
Shares28.6K
Event2026-03-31
Filed2026-04-15
VBK
VANGUARD INDEX FDS
0.83%
Shares4.8K
Event2026-03-31
Filed2026-04-15
SLYV
SPDR SERIES TRUST
0.00%
Shares15.1K
Event2026-03-31
Filed2026-04-15
VBR
VANGUARD INDEX FDS
0.76%
Shares6.5K
Event2026-03-31
Filed2026-04-15
MPC
MARATHON PETE CORP
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-15
XLI
SELECT SECTOR SPDR TR
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-15
EEM
ISHARES TR
-1.77%
Shares23.6K
Event2026-03-31
Filed2026-04-15
NSC
NORFOLK SOUTHN CORP
-0.21%
Shares4.3K
Event2026-03-31
Filed2026-04-15
SHV
ISHARES TR
-1.71%
Shares10.6K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
BROADCOM INC
2.64%
Shares3.7K
Event2026-03-31
Filed2026-04-15
PG
PROCTER AND GAMBLE CO
0.10%
Shares7.8K
Event2026-03-31
Filed2026-04-15
XLV
SELECT SECTOR SPDR TR
-9.74%
Shares7.5K
Event2026-03-31
Filed2026-04-15
MUB
ISHARES TR
2.45%
Shares10.3K
Event2026-03-31
Filed2026-04-15
IJT
ISHARES TR
-1.93%
Shares7.5K
Event2026-03-31
Filed2026-04-15
CEF
SPROTT ASSET MANAGEMENT LP
47.31%
Shares22.6K
Event2026-03-31
Filed2026-04-15
TSM
TAIWAN SEMICONDUCTOR MFG LTD
11.51%
Shares3.1K
Event2026-03-31
Filed2026-04-15
V
VISA INC
9.24%
Shares3.3K
Event2026-03-31
Filed2026-04-15
JPM
JPMORGAN CHASE & CO
1.32%
Shares3.4K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-20.60%
Shares2.0K
Event2026-03-31
Filed2026-04-15
HD
HOME DEPOT INC
-3.42%
Shares2.4K
Event2026-03-31
Filed2026-04-15
XLC
SELECT SECTOR SPDR TR
-8.79%
Shares6.9K
Event2026-03-31
Filed2026-04-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-04-15
PM
PHILIP MORRIS INTL INC
4.78%
Shares4.3K
Event2026-03-31
Filed2026-04-15
LQD
ISHARES TR
-13.26%
Shares6.1K
Event2026-03-31
Filed2026-04-15
IJS
ISHARES TR
-1.43%
Shares5.5K
Event2026-03-31
Filed2026-04-15
BAC
BANK AMERICA CORP
-13.34%
Shares12.7K
Event2026-03-31
Filed2026-04-15
META
META PLATFORMS INC
43.18%
Shares1.1K
Event2026-03-31
Filed2026-04-15
ABBV
ABBVIE INC
4.71%
Shares2.8K
Event2026-03-31
Filed2026-04-15
KO
COCA COLA CO
-3.20%
Shares7.9K
Event2026-03-31
Filed2026-04-15
XLP
SELECT SECTOR SPDR TR
-8.47%
Shares7.0K
Event2026-03-31
Filed2026-04-15
PSLV
SPROTT ASSET MANAGEMENT LP
New
Shares22.5K
Event2026-03-31
Filed2026-04-15
MA
MASTERCARD INCORPORATED
23.71%
Shares1.1K
Event2026-03-31
Filed2026-04-15
ABT
ABBOTT LABS
4.65%
Shares5.2K
Event2026-03-31
Filed2026-04-15
TPLC
TIMOTHY PLAN
0.06%
Shares11.2K
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
MERCK & CO INC
4.79%
Shares4.3K
Event2026-03-31
Filed2026-04-15
CATH
GLOBAL X FDS
0.06%
Shares6.6K
Event2026-03-31
Filed2026-04-15
CAT
CATERPILLAR INC
10.16%
Shares705
Event2026-03-31
Filed2026-04-15
NFLX
NETFLIX INC
59.41%
Shares5.1K
Event2026-03-31
Filed2026-04-15
VGSH
VANGUARD SCOTTSDALE FDS
-19.10%
Shares8.3K
Event2026-03-31
Filed2026-04-15
ASML
ASML HLDG NV
26.48%
Shares363
Event2026-03-31
Filed2026-04-15
ELV
ELEVANCE HEALTH INC FORMERLY
-5.06%
Shares1.6K
Event2026-03-31
Filed2026-04-15
IEF
ISHARES TR
-7.53%
Shares5.0K
Event2026-03-31
Filed2026-04-15
CSCO
CISCO SYS INC
-18.77%
Shares5.9K
Event2026-03-31
Filed2026-04-15
SCHG
SCHWAB STRATEGIC TR
0.75%
Shares15.3K
Event2026-03-31
Filed2026-04-15
MDY
SPDR S&P MIDCAP 400 ETF TR
0.00%
Shares704
Event2026-03-31
Filed2026-04-15
WPM
WHEATON PRECIOUS METALS CORP
12.86%
Shares3.2K
Event2026-03-31
Filed2026-04-15
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-15
MO
ALTRIA GROUP INC
0.63%
Shares6.2K
Event2026-03-31
Filed2026-04-15
ADP
AUTOMATIC DATA PROCESSING IN
-16.15%
Shares2.0K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares695
Event2026-03-31
Filed2026-04-15
HON
HONEYWELL INTL INC
-0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-15
AFL
AFLAC INC
0.91%
Shares3.5K
Event2026-03-31
Filed2026-04-15
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares950
Event2026-03-31
Filed2026-04-15
T
AT&T INC
32.38%
Shares12.8K
Event2026-03-31
Filed2026-04-15
MKL
MARKEL GROUP INC
-0.52%
Shares193
Event2026-03-31
Filed2026-04-15
AXP
AMERICAN EXPRESS CO
-10.31%
Shares1.2K
Event2026-03-31
Filed2026-04-15
FDX
FEDEX CORP
10.59%
Shares982
Event2026-03-31
Filed2026-04-15
COST
COSTCO WHSL CORP NEW
10.00%
Shares341
Event2026-03-31
Filed2026-04-15
NOC
NORTHROP GRUMMAN CORP
1.71%
Shares477
Event2026-03-31
Filed2026-04-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
18.50%
Shares2.5K
Event2026-03-31
Filed2026-04-15
WMT
WALMART INC
3.36%
Shares2.5K
Event2026-03-31
Filed2026-04-15
VTEB
VANGUARD MUN BD FDS
-35.65%
Shares6.3K
Event2026-03-31
Filed2026-04-15
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
-2.14%
Shares1.3K
Event2026-03-31
Filed2026-04-15
JCI
JOHNSON CTLS INTL PLC
-6.73%
Shares2.3K
Event2026-03-31
Filed2026-04-15
COF
CAPITAL ONE FINL CORP
73.18%
Shares1.6K
Event2026-03-31
Filed2026-04-15
GILD
GILEAD SCIENCES INC
9.47%
Shares2.1K
Event2026-03-31
Filed2026-04-15
FXNC
FIRST NATL CORP
0.12%
Shares11.0K
Event2026-03-31
Filed2026-04-15
SO
SOUTHERN CO
22.13%
Shares3.0K
Event2026-03-31
Filed2026-04-15
MCK
MCKESSON CORP
-5.07%
Shares318
Event2026-03-31
Filed2026-04-15
MU
MICRON TECHNOLOGY INC
New
Shares810
Event2026-03-31
Filed2026-04-15
INTC
INTEL CORP
2.94%
Shares6.2K
Event2026-03-31
Filed2026-04-15
RTX
RAYTHEON TECHNOLOGIES CORP
-0.92%
Shares1.4K
Event2026-03-31
Filed2026-04-15
ALB
ALBEMARLE CORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-15
HSBC
HSBC HLDGS PLC
New
Shares3.2K
Event2026-03-31
Filed2026-04-15
TFC
TRUIST FINL CORP
-5.18%
Shares5.6K
Event2026-03-31
Filed2026-04-15
PLTR
PALANTIR TECHNOLOGIES INC
3.83%
Shares1.7K
Event2026-03-31
Filed2026-04-15
AMD
ADVANCED MICRO DEVICES INC
22.79%
Shares1.2K
Event2026-03-31
Filed2026-04-15
SHEL
SHELL PLC
New
Shares2.6K
Event2026-03-31
Filed2026-04-15
NEE
NEXTERA ENERGY INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-15
TXN
TEXAS INSTRS INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-15
ORCL
ORACLE CORP
-16.68%
Shares1.6K
Event2026-03-31
Filed2026-04-15
GEV
GE VERNOVA INC
New
Shares275
Event2026-03-31
Filed2026-04-15
MCD
MCDONALDS CORP
-8.89%
Shares769
Event2026-03-31
Filed2026-04-15
PFE
PFIZER INC
New
Shares8.5K
Event2026-03-31
Filed2026-04-15
DVY
ISHARES TR
-0.89%
Shares1.6K
Event2026-03-31
Filed2026-04-15
AMAT
APPLIED MATLS INC
New
Shares691
Event2026-03-31
Filed2026-04-15
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-15
CITIGROUP INC
CITIGROUP INC
8.37%
Shares2.0K
Event2026-03-31
Filed2026-04-15
NVS
NOVARTIS AG
New
Shares1.5K
Event2026-03-31
Filed2026-04-15
PANW
PALO ALTO NETWORKS INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-15
CVX
CHEVRON CORPORATION
New
Shares1.0K
Event2026-03-31
Filed2026-04-15
VZ
VERIZON COMMUNICATIONS INC
New
Shares4.1K
Event2026-03-31
Filed2026-04-15
SHYG
ISHARES TR
-17.29%
Shares4.9K
Event2026-03-31
Filed2026-04-15
GS
GOLDMAN SACHS GROUP INC
0.41%
Shares245
Event2026-03-31
Filed2026-04-15
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
New
Shares2.6K
Event2026-03-31
Filed2026-04-15
GLTR
ABRDN PRECIOUS METALS BASKET
New
Shares925
Event2026-03-31
Filed2026-04-15
LINDE PLC
LINDE PLC
New
Shares405
Event2026-03-31
Filed2026-04-15
ECL
ECOLAB INC
New
Shares752
Event2026-03-31
Filed2026-04-15
SAN
BANCO SANTANDER SA
0.63%
Shares11.3K
Event2026-03-31
Filed2026-04-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available