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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | MCD | MCDONALDS CORP | Consumer Cyclical | 873.0 | $236K | 0.05% | NEW | — | $270.31 | -0.4% |
| 162 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 839.0 | $236K | 0.05% | NEW | — | $281.21 | -17.5% |
| 163 | WDAY | WORKDAY INC | Technology | 1,921.0 | $235K | 0.05% | NEW | — | $122.42 | +59.3% |
| 164 | DVY | ISHARES TR | — | 1,497.0 | $234K | 0.05% | NEW | — | $156.30 | +5.0% |
| 165 | CSX | CSX CORP | Industrials | 4,776.0 | $227K | 0.04% | NEW | — | $47.53 | +8.0% |
| 166 | BHP | BHP BILLITON LIMITED | Basic Materials | 2,721.0 | $227K | 0.04% | NEW | — | $83.31 | +17.7% |
| 167 | — | CANADIAN PACIFIC KANSAS CITY | — | 2,586.0 | $224K | 0.04% | NEW | — | $86.65 | — |
| 168 | NVS | NOVARTIS AG | Healthcare | 1,406.0 | $220K | 0.04% | NEW | — | $156.72 | +1.9% |
| 169 | VIOO | VANGUARD ADMIRAL FDS INC | — | 1,600.0 | $220K | 0.04% | NEW | — | $137.54 | -1.4% |
| 170 | NEM | NEWMONT CORP | Basic Materials | 2,341.0 | $219K | 0.04% | NEW | — | $93.40 | +43.4% |
| 171 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,383.0 | $217K | 0.04% | NEW | — | $156.95 | +2.4% |
| 172 | MS | MORGAN STANLEY | Financial Services | 1,034.0 | $216K | 0.04% | NEW | — | $209.04 | +3.0% |
| 173 | SYY | SYSCO CORP | Consumer Defensive | 2,584.0 | $216K | 0.04% | NEW | — | $83.58 | -0.3% |
| 174 | WDC | WESTERN DIGITAL CORP | Technology | 338.0 | $216K | 0.04% | NEW | — | $638.72 | -30.5% |
| 175 | SCHQ | SCHWAB STRATEGIC TR | — | 6,772.0 | $212K | 0.04% | NEW | — | $31.30 | -3.1% |
| 176 | SHYG | ISHARES TR | — | 4,960.0 | $210K | 0.04% | NEW | — | $42.41 | -0.2% |
| 177 | DELL | DELL TECHNOLOGIES INC | Technology | 487.0 | $210K | 0.04% | NEW | — | $431.46 | +3.9% |
| 178 | SYK | STRYKER CORPORATION | Healthcare | 665.0 | $209K | 0.04% | NEW | — | $314.84 | +5.0% |
| 179 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,164.0 | $207K | 0.04% | NEW | — | $178.24 | +19.9% |
| 180 | NEE | NEXTERA ENERGY INC | Utilities | 2,356.0 | $207K | 0.04% | NEW | — | $87.77 | -4.0% |
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%