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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | V | VISA INC | Financial Services | 3,398.0 | $1.2M | 0.23% | NEW | — | $343.09 | +11.5% |
| 82 | XLV | SELECT SECTOR SPDR TR | — | 6,952.0 | $1.1M | 0.22% | NEW | — | $158.66 | +10.1% |
| 83 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,830.0 | $1.1M | 0.21% | NEW | — | $580.91 | -21.4% |
| 84 | IEI | ISHARES TR | — | 8,452.0 | $993K | 0.20% | NEW | — | $117.45 | -0.8% |
| 85 | INTC | INTEL CORP | Technology | 7,089.0 | $990K | 0.20% | NEW | — | $139.63 | -37.5% |
| 86 | META | META PLATFORMS INC | Communication Services | 1,654.0 | $932K | 0.19% | NEW | — | $563.29 | -0.8% |
| 87 | KO | COCA COLA CO | Consumer Defensive | 10,466.0 | $851K | 0.17% | NEW | — | $81.27 | +13.2% |
| 88 | HD | HOME DEPOT INC | Consumer Cyclical | 2,405.0 | $848K | 0.17% | NEW | — | $352.62 | -4.3% |
| 89 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 4,518.0 | $817K | 0.16% | NEW | — | $180.91 | +5.8% |
| 90 | CAT | CATERPILLAR INC | Industrials | 730.0 | $777K | 0.15% | NEW | — | $1064.90 | -23.8% |
| 91 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.15% | NEW | — | $748850.00 | — |
| 92 | BAC | BANK AMERICA CORP | Financial Services | 13,067.0 | $745K | 0.15% | NEW | — | $56.98 | +9.4% |
| 93 | ABBV | ABBVIE INC | Healthcare | 2,939.0 | $740K | 0.15% | NEW | — | $251.64 | +5.1% |
| 94 | SPTI | SPDR SERIES TRUST | — | 25,761.0 | $731K | 0.15% | NEW | — | $28.39 | -1.0% |
| 95 | XLC | SELECT SECTOR SPDR TR | — | 6,618.0 | $709K | 0.14% | NEW | — | $107.14 | +4.8% |
| 96 | ASML | ASML HLDG NV | Technology | 355.0 | $706K | 0.14% | NEW | — | $1989.44 | -12.5% |
| 97 | CSCO | CISCO SYS INC | Technology | 6,012.0 | $706K | 0.14% | NEW | — | $117.46 | -6.2% |
| 98 | IJS | ISHARES TR | — | 5,110.0 | $698K | 0.14% | NEW | — | $136.68 | +0.9% |
| 99 | LQD | ISHARES TR | — | 6,333.0 | $691K | 0.14% | NEW | — | $109.07 | -2.6% |
| 100 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,722.0 | $666K | 0.13% | NEW | — | $386.73 | +4.1% |
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%