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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,872.0 | $306K | 0.06% | NEW | — | $79.03 | -0.4% |
| 142 | FDX | FEDEX CORP | Industrials | 973.0 | $305K | 0.06% | NEW | — | $313.13 | +5.4% |
| 143 | INTU | INTUIT | Technology | 1,152.0 | $301K | 0.06% | NEW | — | $261.00 | +37.5% |
| 144 | C | CITIGROUP INC | Financial Services | 2,138.0 | $299K | 0.06% | NEW | — | $139.96 | -4.9% |
| 145 | TFC | TRUIST FINL CORP | Financial Services | 6,001.0 | $299K | 0.06% | NEW | — | $49.82 | +0.9% |
| 146 | GILD | GILEAD SCIENCES INC | Healthcare | 2,346.0 | $296K | 0.06% | NEW | — | $126.34 | +17.1% |
| 147 | SNDK | SANDISK CORP | Technology | 128.0 | $291K | 0.06% | NEW | — | $2273.73 | -34.5% |
| 148 | WMT | WALMART INC | Consumer Defensive | 2,547.0 | $288K | 0.06% | NEW | — | $113.26 | -7.2% |
| 149 | MCK | MCKESSON CORP | Healthcare | 373.0 | $282K | 0.06% | NEW | — | $755.25 | +17.6% |
| 150 | WFC | WELLS FARGO & CO | Financial Services | 3,376.0 | $279K | 0.06% | NEW | — | $82.64 | +2.1% |
| 151 | DOCU | DOCUSIGN INC | Technology | 6,231.0 | $277K | 0.06% | NEW | — | $44.42 | +37.1% |
| 152 | NOC | NORTHROP GRUMMAN CORP | Industrials | 541.0 | $276K | 0.06% | NEW | — | $509.31 | +6.7% |
| 153 | SO | SOUTHERN CO | Utilities | 2,785.0 | $267K | 0.05% | NEW | — | $95.71 | -6.1% |
| 154 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 259.0 | $262K | 0.05% | NEW | — | $1011.37 | +4.1% |
| 155 | MA | MASTERCARD INCORPORATED | Financial Services | 505.0 | $259K | 0.05% | NEW | — | $513.60 | +16.7% |
| 156 | RTX | RAYTHEON TECHNOLOGIES CORP | Industrials | 1,344.0 | $255K | 0.05% | NEW | — | $189.73 | +10.4% |
| 157 | ORCL | ORACLE CORP | Technology | 1,723.0 | $253K | 0.05% | NEW | — | $146.55 | -1.1% |
| 158 | MRVL | MARVELL TECHNOLOGY INC | Technology | 846.0 | $252K | 0.05% | NEW | — | $297.89 | -19.0% |
| 159 | PEN | PENUMBRA INC | Healthcare | 791.0 | $250K | 0.05% | NEW | — | $315.75 | +2.8% |
| 160 | EMR | EMERSON ELEC CO | Industrials | 1,685.0 | $241K | 0.05% | NEW | — | $143.15 | +9.4% |
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%