Founders-Grove-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ABT", "ABBV", "GOOGL", "VDE", null, "AXP", null, "AVGO", "CP.TO", "COF", "DUK", "D", "FXNC", "FERG", "HON", "HD", null, "MUB", "IVW", "IJH", "MPC", null, "MSFT", null, "IJR", "ORCL", "NOC", "VGIT", "VHT", null, "EEM", "VGSH", "IEMG", "IJK", "IVV", "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", null, null, null, null, null, null, null, null, "TXN", "TFC", "VNQ", "VO", "VV", "VOE", null, "VWO", "VIG", null, null, null, null, "VYM", "AFL", "SDY", "AMZN", "IVE", null, null, null, "VGT", null, "VUG", "VFH", "VEA", null, "VBK", "VTEB", "VBR", "VOT", "VB", "VOO", "VUSB", null, "VTV", "V", null, null, null, null, "DVY", "NSC", "MKL", "SYY", "ADP", "BAC", "BRK-A", "BRK-B", "CSCO", "KO", "COST", null, "IJT", "IJJ", "EFA", "NEE", "QQQ", "IWM", "MDY", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 122
- Total Value
- 358886889
- Accession Number
- 0002046157-25-000003
- Form Type
- 13F-HR
- Manager Name
- Founders-Grove-Wealth-Partners
Data Enrichment
74% identified90 identified32 unidentified
Holdings
122 positions • $358.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
SYSCO CORP(SYYcusip871829107) | 2.7K | QoQ -1.18% (-32)YoY- | All Managers (Combined) | $200.7K | 0.1% ($200.7K/$358.9M) | YoY- |
382 | QoQ NEW(+382) YoY- | All Managers (Combined) | $200.1K | 0.1% ($200.1K/$358.9M) | QoQ NEW(+$200.1K) YoY- |