FOUNDERS GROVE WEALTH PARTNERS, LLC Portfolio Holdings
Q3 2025•138 long positions•$425.5M portfolio value
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Holding141 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $33.6M 7.9% | -$765.0K Sold | — 560.7K shares | 573.5K → 560.7K −$765.0K | -2.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.7M 5.1% | -$949.4K Sold | — 236.7K shares | 247.1K → 236.7K −$949.4K | -4.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.5M 5.04% | -$1.3M Sold | — 44.8K shares | 47.4K → 44.8K −$1.3M | -5.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.4M 4.79% | -$1.4M Sold | — 27.3K shares | 29.2K → 27.3K −$1.4M | -6.47% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $16.3M 3.83% | -$68.7K Sold | 0.002% 21.4K shares | 21.5K → 21.4K −$68.7K | -0.42% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $14.4M 3.38% | -$531.4K Sold | — 46.7K shares | 48.4K → 46.7K −$531.4K | -3.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.8M 3.24% | -$260.0K Sold | — 114.2K shares | 116.3K → 114.2K −$260.0K | -1.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.1M 2.61% | +$268.5K Bought | — 221.7K shares | 216.4K → 221.7K +$268.5K | +2.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.4M 2.44% | -$361.6K Sold | — 36.8K shares | 38.1K → 36.8K −$361.6K | -3.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.7M 2.29% | -$640.6K Sold | — 162.2K shares | 172.9K → 162.2K −$640.6K | -6.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.4M 2.2% | -$627.7K Sold | — 15.3K shares | 16.3K → 15.3K −$627.7K | -6.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.0M 2.11% | +$6.9M Bought | — 89.6K shares | 21.1K → 89.6K +$6.9M | +324.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.7M 2.05% | -$412.6K Sold | — 163.9K shares | 171.6K → 163.9K −$412.6K | -4.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.3M 1.96% | -$76.9K Sold | — 154.0K shares | 155.4K → 154.0K −$76.9K | -0.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.2M 1.94% | -$283.2K Sold | — 20.8K shares | 21.5K → 20.8K −$283.2K | -3.32% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $8.1M 1.9% | +$483.8K Bought | 0.0% 15.6K shares | 14.6K → 15.6K +$483.8K | +6.38% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.1M 1.89% | -$123.6K Sold | — 43.2K shares | 43.9K → 43.2K −$123.6K | -1.51% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $8.1M 1.89% | +$658.5K Bought | 0.0% 31.7K shares | 29.1K → 31.7K +$658.5K | +8.9% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.6M 1.78% | -$141.1K Sold | — 53.7K shares | 54.7K → 53.7K −$141.1K | -1.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.5M 1.76% | -$289.6K Sold | — 57.1K shares | 59.3K → 57.1K −$289.6K | -3.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.1M 1.67% | -$190.2K Sold | — 23.9K shares | 24.6K → 23.9K −$190.2K | -2.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.7M 1.57% | +$23.4K Bought | — 25.8K shares | 25.7K → 25.8K +$23.4K | +0.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 1.37% | +$130.3K Bought | — 89.5K shares | 87.5K → 89.5K +$130.3K | +2.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 1.32% | +$184.4K Bought | — 27.2K shares | 26.3K → 27.2K +$184.4K | +3.39% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 1.26% | -$134.5K Sold | — 18.3K shares | 18.7K → 18.3K −$134.5K | -2.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 1.22% | -$241.0K Sold | — 27.6K shares | 28.9K → 27.6K −$241.0K | -4.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 1.09% | -$89.2K Sold | — 33.0K shares | 33.6K → 33.0K −$89.2K | -1.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 1.08% | -$599.1K Sold | — 49.2K shares | 55.6K → 49.2K −$599.1K | -11.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 0.972% | -$552.1K Sold | — 196.3K shares | 222.5K → 196.3K −$552.1K | -11.78% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.9M 0.912% | +$1.3M Bought | 0.0% 20.8K shares | 13.8K → 20.8K +$1.3M | +50.45% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 0.841% | -$1.3M Sold | — 33.5K shares | 46.0K → 33.5K −$1.3M | -27.15% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.4M 0.793% | -$141.0K Sold | — 11.5K shares | 12.0K → 11.5K −$141.0K | -4.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 0.768% | -$48.4K Sold | — 75.3K shares | 76.4K → 75.3K −$48.4K | -1.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.737% | -$366.1 Sold | — 60.0K shares | 60.0K → 60.0K −$366.1 | -0.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.736% | -$38.8K Sold | — 17.9K shares | 18.2K → 17.9K −$38.8K | -1.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.727% | +$2.3M Bought | — 58.3K shares | 15.8K → 58.3K +$2.3M | +268.1% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 0.689% | -$62.8K Sold | — 11.5K shares | 11.8K → 11.5K −$62.8K | -2.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 0.678% | -$81.9K Sold | — 13.5K shares | 13.9K → 13.5K −$81.9K | -2.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 0.664% | -$6.1K Sold | — 24.7K shares | 24.8K → 24.7K −$6.1K | -0.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 0.65% | -$216.4K Sold | — 28.9K shares | 31.1K → 28.9K −$216.4K | -7.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 0.608% | -$41.7K Sold | — 20.5K shares | 20.9K → 20.5K −$41.7K | -1.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.579% | -$16.1K Sold | — 10.3K shares | 10.3K → 10.3K −$16.1K | -0.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.562% | -$8.7K Sold | — 36.3K shares | 36.4K → 36.3K −$8.7K | -0.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.56% | -$251.8K Sold | — 3.6K shares | 4.0K → 3.6K −$251.8K | -9.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.532% | -$251.7K Sold | — 19.1K shares | 21.2K → 19.1K −$251.7K | -10.0% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $2.2M 0.524% | +$198.8K Bought | 0.0% 5.0K shares | 4.6K → 5.0K +$198.8K | +9.79% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.505% | +$137.4K Bought | — 16.6K shares | 15.5K → 16.6K +$137.4K | +6.83% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.1M 0.497% | -$59.0K Sold | — 62.7K shares | 64.5K → 62.7K −$59.0K | -2.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.48% | -$554.3K Sold | — 8.4K shares | 10.7K → 8.4K −$554.3K | -21.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.45% | -$8.1K Sold | — 16.4K shares | 16.5K → 16.4K −$8.1K | -0.42% | — — | Q4 2024 Held for 11 months |
