Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.6K sharesnew addition2026-03-312026-04-15
Sponsored
VEA
-0.44%VANGUARD TAX-MANAGED FDS
Shares546.1K
Event2026-03-31
Filed2026-04-15
BIL
1.24%SPDR SERIES TRUST
Shares261.9K
Event2026-03-31
Filed2026-04-15
VUG
0.99%VANGUARD INDEX FDS
Shares44.1K
Event2026-03-31
Filed2026-04-15
VGT
-1.86%VANGUARD WORLD FD
Shares25.6K
Event2026-03-31
Filed2026-04-15
LLY
-0.25%ELI LILLY & CO
Shares17.4K
Event2026-03-31
Filed2026-04-15
VV
1.78%VANGUARD INDEX FDS
Shares47.8K
Event2026-03-31
Filed2026-04-15
VUSB
7.17%VANGUARD BD INDEX FDS
Shares263.6K
Event2026-03-31
Filed2026-04-15
IVW
-0.43%ISHARES TR
Shares112.7K
Event2026-03-31
Filed2026-04-15
AGG
2.73%ISHARES TR
Shares119.9K
Event2026-03-31
Filed2026-04-15
VGIT
4.48%VANGUARD SCOTTSDALE FDS
Shares169.6K
Event2026-03-31
Filed2026-04-15
BINC
7.22%BLACKROCK ETF TRUST II
Shares192.6K
Event2026-03-31
Filed2026-04-15
XLK
-0.64%SELECT SECTOR SPDR TR
Shares72.9K
Event2026-03-31
Filed2026-04-15
VANGUARD INDEX FDS
-1.18%VANGUARD INDEX FDS
Shares14.6K
Event2026-03-31
Filed2026-04-15
AAPL
-0.29%APPLE INC
Shares33.9K
Event2026-03-31
Filed2026-04-15
VTV
0.43%VANGUARD INDEX FDS
Shares43.7K
Event2026-03-31
Filed2026-04-15
VWO
2.98%VANGUARD INTL EQUITY INDEX F
Shares156.6K
Event2026-03-31
Filed2026-04-15
VCR
1.05%VANGUARD WORLD FD
Shares20.7K
Event2026-03-31
Filed2026-04-15
VIS
0.38%VANGUARD WORLD FD
Shares23.8K
Event2026-03-31
Filed2026-04-15
VHT
5.49%VANGUARD WORLD FD
Shares27.1K
Event2026-03-31
Filed2026-04-15
VYM
-3.46%VANGUARD WHITEHALL FDS
Shares49.2K
Event2026-03-31
Filed2026-04-15
VFH
4.59%VANGUARD WORLD FD
Shares59.1K
Event2026-03-31
Filed2026-04-15
MSFT
5.31%MICROSOFT CORP
Shares16.8K
Event2026-03-31
Filed2026-04-15
IJH
-0.16%ISHARES TR
Shares88.4K
Event2026-03-31
Filed2026-04-15
IVE
-0.22%ISHARES TR
Shares26.8K
Event2026-03-31
Filed2026-04-15
VO
2.22%VANGUARD INDEX FDS
Shares19.1K
Event2026-03-31
Filed2026-04-15
VOX
1.28%VANGUARD WORLD FD
Shares27.6K
Event2026-03-31
Filed2026-04-15
SDY
-2.82%SPDR SERIES TRUST
Shares31.7K
Event2026-03-31
Filed2026-04-15
EFA
-3.06%ISHARES TR
Shares46.5K
Event2026-03-31
Filed2026-04-15
NVDA
-1.18%NVIDIA CORPORATION
Shares25.4K
Event2026-03-31
Filed2026-04-15
IGSB
2.16%ISHARES TR
Shares80.3K
Event2026-03-31
Filed2026-04-15
FDL
-3.57%FIRST TR EXCHANGE-TRADED FD
Shares72.0K
Event2026-03-31
Filed2026-04-15
VDE
1.57%VANGUARD WORLD FD
Shares21.0K
Event2026-03-31
Filed2026-04-15
PEY
-12.81%INVESCO EXCHANGE TRADED FD T
Shares165.0K
Event2026-03-31
Filed2026-04-15
VOE
2.37%VANGUARD INDEX FDS
Shares18.8K
Event2026-03-31
Filed2026-04-15
VDC
14.02%VANGUARD WORLD FD
Shares15.3K
Event2026-03-31
Filed2026-04-15
VOT
3.48%VANGUARD INDEX FDS
Shares11.9K
Event2026-03-31
Filed2026-04-15
VB
-0.46%VANGUARD INDEX FDS
Shares11.6K
Event2026-03-31
Filed2026-04-15
DON
-3.10%WISDOMTREE TR
Shares57.7K
Event2026-03-31
Filed2026-04-15
IJK
-0.76%ISHARES TR
Shares28.2K
Event2026-03-31
Filed2026-04-15
AIVL
-4.42%WISDOMTREE TR
Shares23.5K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
17.43%ALPHABET INC
Shares8.6K
Event2026-03-31
Filed2026-04-15
IEMG
-1.91%ISHARES INC
Shares35.1K
Event2026-03-31
Filed2026-04-15
SPY
-2.49%SPDR S&P 500 ETF TR
Shares3.3K
Event2026-03-31
Filed2026-04-15
DES
-4.33%WISDOMTREE TR
Shares60.0K
Event2026-03-31
Filed2026-04-15
TSLA
6.52%TESLA INC
Shares5.8K
Event2026-03-31
Filed2026-04-15
IJJ
-1.19%ISHARES TR
Shares16.0K
Event2026-03-31
Filed2026-04-15
IJR
-5.31%ISHARES TR
Shares16.9K
Event2026-03-31
Filed2026-04-15
SHY
0.09%ISHARES TR
Shares24.8K
Event2026-03-31
Filed2026-04-15
XLY
-9.04%SELECT SECTOR SPDR TR
Shares18.6K
Event2026-03-31
Filed2026-04-15
JNJ
-0.81%JOHNSON & JOHNSON
Shares8.2K
Event2026-03-31
Filed2026-04-15
AMZN
3.08%AMAZON COM INC
Shares9.1K
Event2026-03-31
Filed2026-04-15
IWM
-2.42%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-04-15
IXG
-0.02%ISHARES TR
Shares16.3K
Event2026-03-31
Filed2026-04-15
IVV
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-15
SUB
-17.42%ISHARES TR
Shares15.9K
Event2026-03-31
Filed2026-04-15
XLF
-2.02%SELECT SECTOR SPDR TR
Shares33.8K
Event2026-03-31
Filed2026-04-15
XOM
-3.25%EXXON MOBIL CORP
Shares9.7K
Event2026-03-31
Filed2026-04-15
VPU
5.71%VANGUARD WORLD FD
Shares8.2K
Event2026-03-31
Filed2026-04-15
SMMU
1.27%PIMCO ETF TR
Shares32.0K
Event2026-03-31
Filed2026-04-15
IEI
2.09%ISHARES TR
Shares13.3K
Event2026-03-31
Filed2026-04-15
VAW
5.67%VANGUARD WORLD FD
Shares6.8K
Event2026-03-31
Filed2026-04-15
VNQ
16.40%VANGUARD INDEX FDS
Shares17.1K
Event2026-03-31
Filed2026-04-15
ALPHABET INC
6.90%ALPHABET INC
Shares5.3K
Event2026-03-31
Filed2026-04-15
JMST
0.01%J P MORGAN EXCHANGE TRADED F
Shares28.6K
Event2026-03-31
Filed2026-04-15
VBK
0.83%VANGUARD INDEX FDS
Shares4.8K
Event2026-03-31
Filed2026-04-15
SLYV
0.00%SPDR SERIES TRUST
Shares15.1K
Event2026-03-31
Filed2026-04-15
VBR
0.76%VANGUARD INDEX FDS
Shares6.5K
Event2026-03-31
Filed2026-04-15
MPC
0.00%MARATHON PETE CORP
Shares5.7K
Event2026-03-31
Filed2026-04-15
XLI
0.00%SELECT SECTOR SPDR TR
Shares8.6K
Event2026-03-31
Filed2026-04-15
EEM
-1.77%ISHARES TR
Shares23.6K
Event2026-03-31
Filed2026-04-15
NSC
-0.21%NORFOLK SOUTHN CORP
Shares4.3K
Event2026-03-31
Filed2026-04-15
SHV
-1.71%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
2.64%BROADCOM INC
Shares3.7K
Event2026-03-31
Filed2026-04-15
PG
0.10%PROCTER AND GAMBLE CO
Shares7.8K
Event2026-03-31
Filed2026-04-15
XLV
-9.74%SELECT SECTOR SPDR TR
Shares7.5K
Event2026-03-31
Filed2026-04-15
MUB
2.45%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-04-15
IJT
-1.93%ISHARES TR
Shares7.5K
Event2026-03-31
Filed2026-04-15
CEF
47.31%SPROTT ASSET MANAGEMENT LP
Shares22.6K
Event2026-03-31
Filed2026-04-15
TSM
11.51%TAIWAN SEMICONDUCTOR MFG LTD
Shares3.1K
Event2026-03-31
Filed2026-04-15
V
9.24%VISA INC
Shares3.3K
Event2026-03-31
Filed2026-04-15
JPM
1.32%JPMORGAN CHASE & CO
Shares3.4K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY INC DEL
-20.60%BERKSHIRE HATHAWAY INC DEL
Shares2.0K
Event2026-03-31
Filed2026-04-15
HD
-3.42%HOME DEPOT INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
XLC
-8.79%SELECT SECTOR SPDR TR
Shares6.9K
Event2026-03-31
Filed2026-04-15
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-15
PM
4.78%PHILIP MORRIS INTL INC
Shares4.3K
Event2026-03-31
Filed2026-04-15
LQD
-13.26%ISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-04-15
IJS
-1.43%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-04-15
BAC
-13.34%BANK AMERICA CORP
Shares12.7K
Event2026-03-31
Filed2026-04-15
META
43.18%META PLATFORMS INC
Shares1.1K
Event2026-03-31
Filed2026-04-15
ABBV
4.71%ABBVIE INC
Shares2.8K
Event2026-03-31
Filed2026-04-15
KO
-3.20%COCA COLA CO
Shares7.9K
Event2026-03-31
Filed2026-04-15
XLP
-8.47%SELECT SECTOR SPDR TR
Shares7.0K
Event2026-03-31
Filed2026-04-15
PSLV
NewSPROTT ASSET MANAGEMENT LP
Shares22.5K
Event2026-03-31
Filed2026-04-15
MA
23.71%MASTERCARD INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-04-15
ABT
4.65%ABBOTT LABS
Shares5.2K
Event2026-03-31
Filed2026-04-15
TPLC
0.06%TIMOTHY PLAN
Shares11.2K
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
4.79%MERCK & CO INC
Shares4.3K
Event2026-03-31
Filed2026-04-15
CATH
0.06%GLOBAL X FDS
Shares6.6K
Event2026-03-31
Filed2026-04-15
CAT
10.16%CATERPILLAR INC
Shares705
Event2026-03-31
Filed2026-04-15
NFLX
59.41%NETFLIX INC
Shares5.1K
Event2026-03-31
Filed2026-04-15
VGSH
-19.10%VANGUARD SCOTTSDALE FDS
Shares8.3K
Event2026-03-31
Filed2026-04-15
ASML
26.48%ASML HLDG NV
Shares363
Event2026-03-31
Filed2026-04-15
ELV
-5.06%ELEVANCE HEALTH INC FORMERLY
Shares1.6K
Event2026-03-31
Filed2026-04-15
IEF
-7.53%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-15
CSCO
-18.77%CISCO SYS INC
Shares5.9K
Event2026-03-31
Filed2026-04-15
SCHG
0.75%SCHWAB STRATEGIC TR
Shares15.3K
Event2026-03-31
Filed2026-04-15
MDY
0.00%SPDR S&P MIDCAP 400 ETF TR
Shares704
Event2026-03-31
Filed2026-04-15
WPM
12.86%WHEATON PRECIOUS METALS CORP
Shares3.2K
Event2026-03-31
Filed2026-04-15
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.9K
Event2026-03-31
Filed2026-04-15
MO
0.63%ALTRIA GROUP INC
Shares6.2K
Event2026-03-31
Filed2026-04-15
ADP
-16.15%AUTOMATIC DATA PROCESSING IN
Shares2.0K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares695
Event2026-03-31
Filed2026-04-15
HON
-0.06%HONEYWELL INTL INC
Shares1.7K
Event2026-03-31
Filed2026-04-15
AFL
0.91%AFLAC INC
Shares3.5K
Event2026-03-31
Filed2026-04-15
VOOG
0.00%VANGUARD ADMIRAL FDS INC
Shares950
Event2026-03-31
Filed2026-04-15
T
32.38%AT&T INC
Shares12.8K
Event2026-03-31
Filed2026-04-15
MKL
-0.52%MARKEL GROUP INC
Shares193
Event2026-03-31
Filed2026-04-15
AXP
-10.31%AMERICAN EXPRESS CO
Shares1.2K
Event2026-03-31
Filed2026-04-15
FDX
10.59%FEDEX CORP
Shares982
Event2026-03-31
Filed2026-04-15
COST
10.00%COSTCO WHSL CORP NEW
Shares341
Event2026-03-31
Filed2026-04-15
NOC
1.71%NORTHROP GRUMMAN CORP
Shares477
Event2026-03-31
Filed2026-04-15
DUKE ENERGY CORP NEW
18.50%DUKE ENERGY CORP NEW
Shares2.5K
Event2026-03-31
Filed2026-04-15
WMT
3.36%WALMART INC
Shares2.5K
Event2026-03-31
Filed2026-04-15
VTEB
-35.65%VANGUARD MUN BD FDS
Shares6.3K
Event2026-03-31
Filed2026-04-15
FERGUSON ENTERPRISES INC
-2.14%FERGUSON ENTERPRISES INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
JCI
-6.73%JOHNSON CTLS INTL PLC
Shares2.3K
Event2026-03-31
Filed2026-04-15
COF
73.18%CAPITAL ONE FINL CORP
Shares1.6K
Event2026-03-31
Filed2026-04-15
GILD
9.47%GILEAD SCIENCES INC
Shares2.1K
Event2026-03-31
Filed2026-04-15
FXNC
0.12%FIRST NATL CORP
Shares11.0K
Event2026-03-31
Filed2026-04-15
SO
22.13%SOUTHERN CO
Shares3.0K
Event2026-03-31
Filed2026-04-15
MCK
-5.07%MCKESSON CORP
Shares318
Event2026-03-31
Filed2026-04-15
MU
NewMICRON TECHNOLOGY INC
Shares810
Event2026-03-31
Filed2026-04-15
INTC
2.94%INTEL CORP
Shares6.2K
Event2026-03-31
Filed2026-04-15
RTX
-0.92%RAYTHEON TECHNOLOGIES CORP
Shares1.4K
Event2026-03-31
Filed2026-04-15
ALB
0.00%ALBEMARLE CORP
Shares1.5K
Event2026-03-31
Filed2026-04-15
HSBC
NewHSBC HLDGS PLC
Shares3.2K
Event2026-03-31
Filed2026-04-15
TFC
-5.18%TRUIST FINL CORP
Shares5.6K
Event2026-03-31
Filed2026-04-15
PLTR
3.83%PALANTIR TECHNOLOGIES INC
Shares1.7K
Event2026-03-31
Filed2026-04-15
AMD
22.79%ADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-03-31
Filed2026-04-15
SHEL
NewSHELL PLC
Shares2.6K
Event2026-03-31
Filed2026-04-15
NEE
NewNEXTERA ENERGY INC
Shares2.6K
Event2026-03-31
Filed2026-04-15
TXN
NewTEXAS INSTRS INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
ORCL
-16.68%ORACLE CORP
Shares1.6K
Event2026-03-31
Filed2026-04-15
GEV
NewGE VERNOVA INC
Shares275
Event2026-03-31
Filed2026-04-15
MCD
-8.89%MCDONALDS CORP
Shares769
Event2026-03-31
Filed2026-04-15
PFE
NewPFIZER INC
Shares8.5K
Event2026-03-31
Filed2026-04-15
DVY
-0.89%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-04-15
AMAT
NewAPPLIED MATLS INC
Shares691
Event2026-03-31
Filed2026-04-15
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares1.1K
Event2026-03-31
Filed2026-04-15
CITIGROUP INC
8.37%CITIGROUP INC
Shares2.0K
Event2026-03-31
Filed2026-04-15
NVS
NewNOVARTIS AG
Shares1.5K
Event2026-03-31
Filed2026-04-15
PANW
NewPALO ALTO NETWORKS INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
CVX
NewCHEVRON CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-04-15
VZ
NewVERIZON COMMUNICATIONS INC
Shares4.1K
Event2026-03-31
Filed2026-04-15
SHYG
-17.29%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-15
GS
0.41%GOLDMAN SACHS GROUP INC
Shares245
Event2026-03-31
Filed2026-04-15
CANADIAN PACIFIC KANSAS CITY
NewCANADIAN PACIFIC KANSAS CITY
Shares2.6K
Event2026-03-31
Filed2026-04-15
GLTR
NewABRDN PRECIOUS METALS BASKET
Shares925
Event2026-03-31
Filed2026-04-15
LINDE PLC
NewLINDE PLC
Shares405
Event2026-03-31
Filed2026-04-15
ECL
NewECOLAB INC
Shares752
Event2026-03-31
Filed2026-04-15
SAN
0.63%BANCO SANTANDER SA
Shares11.3K
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available