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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MRK | MERCK & CO INC | Healthcare | 4,961.0 | $637K | 0.13% | NEW | — | $128.50 | +21.5% |
| 102 | CATH | GLOBAL X FDS | — | 6,599.0 | $584K | 0.12% | NEW | — | $88.50 | +2.8% |
| 103 | TPLC | TIMOTHY PLAN | — | 11,141.0 | $561K | 0.11% | NEW | — | $50.35 | +1.2% |
| 104 | XLP | SELECT SECTOR SPDR TR | — | 6,660.0 | $553K | 0.11% | NEW | — | $83.07 | +4.2% |
| 105 | ADBE | ADOBE INC | Technology | 2,681.0 | $550K | 0.11% | NEW | — | $205.02 | +33.3% |
| 106 | SCHG | SCHWAB STRATEGIC TR | — | 15,285.0 | $517K | 0.10% | NEW | — | $33.84 | +4.2% |
| 107 | LRCX | LAM RESEARCH CORP | Technology | 1,177.0 | $510K | 0.10% | NEW | — | $433.33 | -27.8% |
| 108 | TWLO | TWILIO INC | Communication Services | 2,421.0 | $500K | 0.10% | NEW | — | $206.33 | +8.1% |
| 109 | AMAT | APPLIED MATLS INC | Technology | 687.0 | $497K | 0.10% | NEW | — | $723.00 | -33.9% |
| 110 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 704.0 | $495K | 0.10% | NEW | — | $703.34 | -1.5% |
| 111 | ABT | ABBOTT LABS | Healthcare | 5,342.0 | $485K | 0.10% | NEW | — | $90.74 | +28.2% |
| 112 | PANW | PALO ALTO NETWORKS INC | Technology | 1,409.0 | $480K | 0.10% | NEW | — | $341.02 | -0.6% |
| 113 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,123.0 | $475K | 0.10% | NEW | — | $223.95 | +26.2% |
| 114 | MO | ALTRIA GROUP INC | Consumer Defensive | 6,596.0 | $475K | 0.10% | NEW | — | $71.95 | -4.7% |
| 115 | VOOG | VANGUARD ADMIRAL FDS INC | — | 5,700.0 | $471K | 0.09% | NEW | — | $82.62 | +0.8% |
| 116 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,924.0 | $455K | 0.09% | NEW | — | $236.62 | +3.2% |
| 117 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 485.0 | $454K | 0.09% | NEW | — | $935.47 | +2.9% |
| 118 | CRM | SALESFORCE INC | Technology | 2,879.0 | $451K | 0.09% | NEW | — | $156.66 | +31.6% |
| 119 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 23,875.0 | $451K | 0.09% | NEW | — | $18.87 | +20.9% |
| 120 | QQQ | INVESCO QQQ TR | Financial Services | 604.0 | $445K | 0.09% | NEW | — | $736.40 | -3.6% |
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%