Portfolio (Quarterly)
Guide ↗
FOUNDERS GROVE WEALTH PARTNERS, LLC
· CIK 0002046157| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | VRT | VERTIV HOLDINGS CO | Industrials | 606.0 | $203K | 0.04% | NEW | — | $334.82 | -22.7% |
| 182 | ALB | ALBEMARLE CORP | Basic Materials | 1,487.0 | $201K | 0.04% | NEW | — | $135.03 | -0.7% |
| 183 | IMCV | ISHARES TR | — | 2,196.0 | $201K | 0.04% | NEW | — | $91.38 | +7.5% |
| 184 | SAN | BANCO SANTANDER SA | Financial Services | 11,885.0 | $164K | 0.03% | NEW | — | $13.80 | +5.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.7%
Healthcare
24.7%
Financial Services
12.1%
Consumer Cyclical
6.1%
Industrials
6.1%
Communication Services
5.2%
Consumer Defensive
4.4%
Energy
1.5%
Utilities
1.2%
Basic Materials
1.0%