Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $843 Billion
  • Q3 2024

Four Thought Financial Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $843 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $45.1B, Apple Inc. with a value of $32.3B, Nextera Energy Inc with a value of $27.9B, American Tower Corp with a value of $27.1B, and Broadcom Inc. with a value of $26.4B.

Examining the 13F form we can see an increase of $65.7B in the current position value, from $777B to 843B.

Four Thought Financial Partners, LLC is based out at Venice, FL

Below you can find more details about Four Thought Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $843 Billion
Technology: $250 Billion
ETFs: $98.1 Billion
Healthcare: $96.3 Billion
Financial Services: $83.5 Billion
Consumer Cyclical: $62.4 Billion
Communication Services: $42.2 Billion
Real Estate: $40.9 Billion
Industrials: $40.4 Billion
Other: $111 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.08T
$45.1 Billion 5.35% of portfolio
104,893
Q3 2024 Reduced 0.33%
$3.67T
$32.3 Billion 3.83% of portfolio
138,719
Q3 2024 Reduced 20.32%
$152B
$27.9 Billion 3.31% of portfolio
330,222
Q3 2024 Reduced 0.62%
$94.4B
$27.1 Billion 3.22% of portfolio
116,654
Q3 2024 Added 0.38%
$66.4B
$26.4 Billion 3.13% of portfolio
153,133
Q3 2024 Added 885.98%
$366B
$21.2 Billion 2.52% of portfolio
174,699
Q3 2024 Added 17.74%
$72.9B
$18.1 Billion 2.15% of portfolio
60,879
Q3 2024 Added 0.71%
$316B
$17.9 Billion 2.13% of portfolio
121,867
Q3 2024 Added 5.29%
$142B
$17.8 Billion 2.11% of portfolio
30,436
Q3 2024 Reduced 1.44%
$205B
$17.5 Billion 2.08% of portfolio
153,704
Q3 2024 Added 3.22%
$507B
$17.3 Billion 2.05% of portfolio
62,888
Q3 2024 Added 2.51%
$192B
$16.8 Billion 1.99% of portfolio
401,192
Q3 2024 Added 4.73%
$718B
$16.7 Billion 1.98% of portfolio
79,286
Q3 2024 Reduced 1.75%
$165B
$16.5 Billion 1.96% of portfolio
60,989
Q3 2024 Added 0.15%
$0
$15.8 Billion 1.87% of portfolio
29,948
Q3 2024 Added 12.53%
$113B
$15.5 Billion 1.84% of portfolio
172,280
Q3 2024 Added 3.74%
$2.02T
$14.6 Billion 1.73% of portfolio
78,276
Q3 2024 Added 10.06%
Blackrock Inc Com
-
$14.2 Billion 1.69% of portfolio
-
Q3 2024 New
$423B
$12 Billion 1.43% of portfolio
13,569
Q3 2024 Reduced 0.52%
$118B
$11.9 Billion 1.41% of portfolio
41,152
Q3 2024 Added 0.58%
$1T
$10.7 Billion 1.27% of portfolio
64,787
Q3 2024 Added 8.87%
$559B
$10.6 Billion 1.26% of portfolio
18,118
Q3 2024 Added 1.0%
$227B
$10.1 Billion 1.19% of portfolio
28,446
Q3 2024 Reduced 18.81%
$155B
$9.92 Billion 1.18% of portfolio
30,779
Q3 2024 Reduced 0.3%
$76.4B
$9.89 Billion 1.17% of portfolio
18,732
Q3 2024 Reduced 0.29%
$19.5B
$9.79 Billion 1.16% of portfolio
94,741
Q3 2024 Added 1.17%
$236B
$9.44 Billion 1.12% of portfolio
177,331
Q3 2024 Added 2.18%
$420B
$9.47 Billion 1.12% of portfolio
23,383
Q3 2024 Reduced 0.09%
$212B
$9.28 Billion 1.1% of portfolio
10,374
Q3 2024 Added 0.67%
$81.4B
$8.75 Billion 1.04% of portfolio
39,674
Q3 2024 Added 70.39%
$992B
$8.6 Billion 1.02% of portfolio
49,540
Q3 2024 Reduced 2.99%
$267B
$8.4 Billion 1.0% of portfolio
10,075
Q3 2024 Added 5.33%
$175B
$8.37 Billion 0.99% of portfolio
49,234
Q3 2024 Added 1.94%
$0
$8.35 Billion 0.99% of portfolio
86,549
Q3 2024 Added 34.15%
$0
$8.29 Billion 0.98% of portfolio
76,636
Q3 2024 Added 2,225.12%
$407B
$8.18 Billion 0.97% of portfolio
50,451
Q3 2024 Added 0.7%
$0
$8.09 Billion 0.96% of portfolio
128,985
Q3 2024 Reduced 7.47%
$13.6B
$7.48 Billion 0.89% of portfolio
75,714
Q3 2024 Added 2.78%
$336B
$7.33 Billion 0.87% of portfolio
26,769
Q3 2024 Added 3.53%
$152B
$7.08 Billion 0.84% of portfolio
34,258
Q3 2024 Added 2.94%
$409B
$6.98 Billion 0.83% of portfolio
40,304
Q3 2024 Reduced 0.33%
$151B
$6.95 Billion 0.82% of portfolio
34,397
Q3 2024 Added 1.86%
$199B
$6.86 Billion 0.81% of portfolio
88,012
Q3 2024 Reduced 0.95%
$39.7B
$6.56 Billion 0.78% of portfolio
89,818
Q3 2024 Added 71.87%
$124B
$6.5 Billion 0.77% of portfolio
125,693
Q3 2024 Added 7.88%
$63.2B
$6.41 Billion 0.76% of portfolio
48,747
Q3 2024 Added 2.49%
$56B
$6.28 Billion 0.74% of portfolio
40,277
Q3 2024 Added 4.46%
$99.1B
$6.17 Billion 0.73% of portfolio
3,008
Q3 2024 Reduced 1.05%
$0
$6.01 Billion 0.71% of portfolio
72,065
Q3 2024 Added 25.44%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $843 Billion
  • Prior Value $777 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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