The Analysis of FOUNDERS GROVE WEALTH PARTNERS, LLC's Holdings
Currently, FOUNDERS GROVE WEALTH PARTNERS, LLC holds 151 types of securities in its portfolio with a total value $444.6M. In the most recent quarter, they have increased their positions in XLK (+36.5K shares, valued at $5.3M), AGG (+27.1K shares, valued at $2.7M), BIL (+22.0K shares, valued at $2.0M); decreased their positions in LLY (-4.0K shares, valued at $4.3M), SUB (-14.2K shares, valued at $1.5M), VGSH (-21.5K shares, valued at $1.3M); initiated new positions in CEF (+15.4K shares, valued at $703.4K), WPM (+2.8K shares, valued at $334.3K), ASML (+287 shares, valued at $307.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS548.5K shares-2.18%2025-12-312026-01-12
BIL SPDR SERIES TRUST258.7K shares9.29%2025-12-312026-01-12 VUG VANGUARD INDEX FDS43.7K shares-2.33%2025-12-312026-01-12 VGT VANGUARD WORLD FD26.0K shares-4.58%2025-12-312026-01-12 LLY ELI LILLY & CO17.4K shares-18.51%2025-12-312026-01-12 VV VANGUARD INDEX FDS46.9K shares0.45%2025-12-312026-01-12 IVW ISHARES TR113.2K shares-0.83%2025-12-312026-01-12 VUSB VANGUARD BD INDEX FDS245.9K shares10.91%2025-12-312026-01-12 AGG ISHARES TR116.7K shares30.21%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR73.4K shares99.27%2025-12-312026-01-12 VGIT VANGUARD SCOTTSDALE FDS162.3K shares0.04%2025-12-312026-01-12 BINC BLACKROCK ETF TRUST II179.7K shares9.62%2025-12-312026-01-12 AAPL APPLE INC34.0K shares7.40%2025-12-312026-01-12 VTV VANGUARD INDEX FDS43.5K shares0.63%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F152.1K shares-1.25%2025-12-312026-01-12 VCR VANGUARD WORLD FD20.5K shares-1.44%2025-12-312026-01-12 MSFT MICROSOFT CORP16.0K shares2.60%2025-12-312026-01-12 VFH VANGUARD WORLD FD56.5K shares-0.99%2025-12-312026-01-12 VHT VANGUARD WORLD FD25.7K shares-0.20%2025-12-312026-01-12 VYM VANGUARD WHITEHALL FDS51.0K shares-5.04%2025-12-312026-01-12 VIS VANGUARD WORLD FD23.7K shares-0.78%2025-12-312026-01-12 IJH ISHARES TR88.5K shares-1.12%2025-12-312026-01-12 IVE ISHARES TR26.8K shares-1.52%2025-12-312026-01-12 VO VANGUARD INDEX FDS18.7K shares2.06%2025-12-312026-01-12 VOX VANGUARD WORLD FD27.2K shares-1.34%2025-12-312026-01-12 NVDA NVIDIA CORPORATION25.7K shares23.40%2025-12-312026-01-12 EFA ISHARES TR47.9K shares-2.46%2025-12-312026-01-12 SDY SPDR SERIES TRUST32.7K shares-1.05%2025-12-312026-01-12 IGSB ISHARES TR78.6K shares34.78%2025-12-312026-01-12 PEY INVESCO EXCHANGE TRADED FD T189.2K shares-3.61%2025-12-312026-01-12 FDL FIRST TR EXCHANGE-TRADED FD74.7K shares-0.80%2025-12-312026-01-12 VOE VANGUARD INDEX FDS18.3K shares2.25%2025-12-312026-01-12 VOT VANGUARD INDEX FDS11.5K shares0.35%2025-12-312026-01-12 DON WISDOMTREE TR59.6K shares-0.72%2025-12-312026-01-12 VB VANGUARD INDEX FDS11.6K shares0.92%2025-12-312026-01-12 VDC VANGUARD WORLD FD13.5K shares-0.21%2025-12-312026-01-12 AIVL WISDOMTREE TR24.6K shares-0.64%2025-12-312026-01-12 IJK ISHARES TR28.5K shares-1.42%2025-12-312026-01-12 VDE VANGUARD WORLD FD20.7K shares0.75%2025-12-312026-01-12 TSLA TESLA INC5.4K shares8.40%2025-12-312026-01-12 XLY SELECT SECTOR SPDR TR20.5K shares99.10%2025-12-312026-01-12 IEMG ISHARES INC35.8K shares-1.30%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR3.4K shares-4.78%2025-12-312026-01-12 ALPHABET INC ALPHABET INC7.4K shares32.11%2025-12-312026-01-12 IJR ISHARES TR17.8K shares-6.35%2025-12-312026-01-12 IJJ ISHARES TR16.2K shares-2.01%2025-12-312026-01-12 DES WISDOMTREE TR62.7K shares0.00%2025-12-312026-01-12 SUB ISHARES TR19.3K shares-42.46%2025-12-312026-01-12 SHY ISHARES TR24.8K shares25.48%2025-12-312026-01-12 AMZN AMAZON COM INC8.8K shares22.63%2025-12-312026-01-12 IXG ISHARES TR16.3K shares-0.51%2025-12-312026-01-12 IWM ISHARES TR7.7K shares-8.77%2025-12-312026-01-12 XLF SELECT SECTOR SPDR TR34.5K shares0.00%2025-12-312026-01-12 IVV ISHARES TR2.7K shares0.00%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON8.2K shares13.10%2025-12-312026-01-12 SMMU PIMCO ETF TR31.6K shares80.29%2025-12-312026-01-12 IEI ISHARES TR13.0K shares34.69%2025-12-312026-01-12 ALPHABET INC ALPHABET INC4.9K shares6.79%2025-12-312026-01-12 JMST J P MORGAN EXCHANGE TRADED F28.6K shares65.03%2025-12-312026-01-12 VPU VANGUARD WORLD FD7.7K shares-1.27%2025-12-312026-01-12 VBK VANGUARD INDEX FDS4.7K shares0.75%2025-12-312026-01-12 SLYV SPDR SERIES TRUST15.1K shares1.03%2025-12-312026-01-12 VBR VANGUARD INDEX FDS6.4K shares1.68%2025-12-312026-01-12 VAW VANGUARD WORLD FD6.5K shares0.57%2025-12-312026-01-12 XLI SELECT SECTOR SPDR TR8.6K shares0.05%2025-12-312026-01-12 EEM ISHARES TR24.0K shares-8.34%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS14.7K shares0.04%2025-12-312026-01-12 XLV SELECT SECTOR SPDR TR8.3K shares-6.17%2025-12-312026-01-12 BROADCOM INC BROADCOM INC3.6K shares40.57%2025-12-312026-01-12 NSC NORFOLK SOUTHN CORP4.3K shares0.56%2025-12-312026-01-12 XOM EXXON MOBIL CORP10.0K shares19.59%2025-12-312026-01-12 SHV ISHARES TR10.8K shares35.75%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO7.8K shares-0.81%2025-12-312026-01-12 MUB ISHARES TR10.1K shares13.44%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO3.3K shares11.45%2025-12-312026-01-12 IJT ISHARES TR7.6K shares-2.38%2025-12-312026-01-12 V VISA INC3.1K shares2.96%2025-12-312026-01-12 MPC MARATHON PETE CORP5.7K shares0.05%2025-12-312026-01-12 XLC SELECT SECTOR SPDR TR7.6K shares0.11%2025-12-312026-01-12 HD HOME DEPOT INC2.5K shares-0.77%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR MFG LTD2.8K shares40.59%2025-12-312026-01-12 BAC BANK AMERICA CORP14.6K shares20.99%2025-12-312026-01-12 LQD ISHARES TR7.1K shares32.93%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-12 CEF SPROTT ASSET MANAGEMENT LP15.4K sharesnew addition2025-12-312026-01-12 PM PHILIP MORRIS INTL INC4.1K shares7.23%2025-12-312026-01-12 IJS ISHARES TR5.6K shares-4.54%2025-12-312026-01-12 ABT ABBOTT LABS5.0K shares6.61%2025-12-312026-01-12 ADP AUTOMATIC DATA PROCESSING IN2.4K shares-0.67%2025-12-312026-01-12 ABBV ABBVIE INC2.7K shares7.32%2025-12-312026-01-12 ELV ELEVANCE HEALTH INC FORMERLY1.7K shares2.75%2025-12-312026-01-12 VGSH VANGUARD SCOTTSDALE FDS10.2K shares-67.84%2025-12-312026-01-12 XLP SELECT SECTOR SPDR TR7.6K shares-17.12%2025-12-312026-01-12 KO COCA COLA CO8.2K shares1.16%2025-12-312026-01-12 CSCO CISCO SYS INC7.2K shares11.62%2025-12-312026-01-12 CATH GLOBAL X FDS6.6K shares14.59%2025-12-312026-01-12 IEF ISHARES TR5.4K shares33.80%2025-12-312026-01-12 TPLC TIMOTHY PLAN11.2K shares16.25%2025-12-312026-01-12 MA MASTERCARD INCORPORATED869 shares15.25%2025-12-312026-01-12 AXP AMERICAN EXPRESS CO1.3K shares6.19%2025-12-312026-01-12 SCHG SCHWAB STRATEGIC TR15.2K shares0.50%2025-12-312026-01-12 META META PLATFORMS INC741 shares-24.16%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS9.7K shares-46.90%2025-12-312026-01-12 MDY SPDR S&P MIDCAP 400 ETF TR704 shares0.00%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2025-12-312026-01-12 VOOG VANGUARD ADMIRAL FDS INC950 shares0.00%2025-12-312026-01-12 MKL MARKEL GROUP INC194 shares0.52%2025-12-312026-01-12 AFL AFLAC INC3.5K shares0.60%2025-12-312026-01-12 ORCL ORACLE CORP2.0K shares2.45%2025-12-312026-01-12 CAT CATERPILLAR INC640 shares16.36%2025-12-312026-01-12 MO ALTRIA GROUP INC6.2K shares6.50%2025-12-312026-01-12 HON HONEYWELL INTL INC1.7K shares8.46%2025-12-312026-01-12 WPM WHEATON PRECIOUS METALS CORP2.8K sharesnew addition2025-12-312026-01-12 ASML ASML HOLDING N V287 sharesnew addition2025-12-312026-01-12 JCI JOHNSON CTLS INTL PLC2.5K shares10.67%2025-12-312026-01-12 NFLX NETFLIX INC3.2K shares770.68%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC1.6K shares49.68%2025-12-312026-01-12 TFC TRUIST FINL CORP5.9K shares-21.81%2025-12-312026-01-12 FXNC FIRST NATL CORP10.9K shares0.00%2025-12-312026-01-12 WMT WALMART INC2.5K sharesnew addition2025-12-312026-01-12 MCK MCKESSON CORP335 shares24.07%2025-12-312026-01-12 NOC NORTHROP GRUMMAN CORP469 shares-3.10%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW310 shares17.87%2025-12-312026-01-12 RTX RAYTHEON TECHNOLOGIES CORP1.4K shares11.29%2025-12-312026-01-12 MCD MCDONALDS CORP844 shares24.30%2025-12-312026-01-12 FDX FEDEX CORP888 sharesnew addition2025-12-312026-01-12 SHYG ISHARES TR5.9K sharesnew addition2025-12-312026-01-12 AZN ASTRAZENECA PLC2.7K sharesnew addition2025-12-312026-01-12 T AT&T INC9.7K shares13.91%2025-12-312026-01-12 GILD GILEAD SCIENCES INC1.9K sharesnew addition2025-12-312026-01-12 CENCORA INC CENCORA INC684 shares6.54%2025-12-312026-01-12 COF CAPITAL ONE FINL CORP947 shares-34.46%2025-12-312026-01-12 CYBR CYBERARK SOFTWARE LTD510 shares0.00%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS758 sharesnew addition2025-12-312026-01-12 DVY ISHARES TR1.6K shares0.00%2025-12-312026-01-12 GLD SPDR GOLD TR561 sharesnew addition2025-12-312026-01-12 INTC INTEL CORP6.0K sharesnew addition2025-12-312026-01-12 BKNG BOOKING HOLDINGS INC41 sharesnew addition2025-12-312026-01-12 CITIGROUP INC CITIGROUP INC1.9K sharesnew addition2025-12-312026-01-12 SO SOUTHERN CO2.5K sharesnew addition2025-12-312026-01-12 GS GOLDMAN SACHS GROUP INC244 sharesnew addition2025-12-312026-01-12 ALB ALBEMARLE CORP1.5K sharesnew addition2025-12-312026-01-12 AMD ADVANCED MICRO DEVICES INC996 sharesnew addition2025-12-312026-01-12 D DOMINION ENERGY INC3.6K sharesnew addition2025-12-312026-01-12 SAN BANCO SANTANDER SA11.2K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available