Founders-Grove-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
90 identified32 unidentified

Holdings

122 positions • $358.9M total value
Manager:
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Page 7 of 7
SYSCO CORP
Shares:2.7K
Value:$200.7K
% of Portfolio:0.1% ($200.7K/$358.9M)
UNITEDHEALTH GROUP INC
Shares:382
Value:$200.1K
% of Portfolio:0.1% ($200.1K/$358.9M)