Four Thought Financial Partners, LLC Purchases in Q3 2025

Four Thought Financial Partners, LLC

  • $1.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.14K
+ 16.54%
$567.77 - $614.76 $2.92M - $3.16M
36.2K $22.2B
ASML
Asml Holding Nv

Technology
1.59K
+ 11.13%
$689.63 - $968.09 $1.1M - $1.54M
15.9K $15.4B
VONG
Vanguard Russell 1000 Growth E

ETFs
11.4K
+ 10.39%
$108.08 - $121.73 $1.23M - $1.39M
121K $14.6B
VONV
Vanguard Russell 1000 Value Et

ETFs
23.3K
+ 18.98%
$84.55 - $89.54 $1.97M - $2.09M
146K $13.1B
AMAT
Applied Materials Inc

Technology
8.42K
+ 23.58%
$156.25 - $204.95 $1.32M - $1.72M
44.1K $9.03B
CVX
Chevron Corp

Energy
3.08K
+ 2.32%
$145.57 - $161.83 $449K - $499K
136K $21.1B
PEP
Pepsico Inc

Consumer Defensive
7.4K
+ 6.31%
$133.81 - $152.16 $991K - $1.13M
125K $17.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.64K
+ 80.86%
$617.65 - $666.84 $1.63M - $1.76M
5.91K $3.93B
LLY
Eli Lilly & CO

Healthcare
2.27K
+ 71.93%
$625.65 - $812.69 $1.42M - $1.85M
5.43K $4.15B
NEE
Nextera Energy Inc

Utilities
2.36K
+ 1.02%
$69.77 - $77.54 $165K - $183K
233K $17.6B
LMT
Lockheed Martin Corp

Industrials
602
+ 1.95%
$410.74 - $499.21 $247K - $301K
31.5K $15.7B
VZ
Verizon Communications Inc

Communication Services
30.9K
+ 59.05%
$40.84 - $45.06 $1.26M - $1.39M
83.1K $3.65B
GS
Goldman Sachs Group Inc

Financial Services
907
+ 13.06%
$696.56 - $806.32 $632K - $731K
7.85K $6.25B
DGRO
Ishares Core Dividend Growth E

ETFs
9.56K
+ 6.2%
$64.12 - $68.08 $613K - $651K
164K $11.1B
AZN
Astrazeneca PLC

Healthcare
3.56K
+ 2.48%
$68.72 - $82.11 $244K - $292K
147K $11.3B
CAT
Caterpillar Inc

Industrials
84
+ 0.64%
$390.92 - $477.15 $32.8K - $40.1K
13.3K $6.34B
Linde PLC Shs
2.2K
+ 335.63%
N/A
2.85K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
129
+ 0.57%
$357.4 - $423.42 $46.1K - $54.6K
22.6K $9.18B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
37.9K
+ 134.0%
$23.13 - $23.54 $876K - $891K
66.1K $1.55B
QQQ
Invesco Qqq Trust, Series 1

ETFs
508
+ 4.58%
$546.99 - $602.2 $278K - $306K
11.6K $6.97B
TMO
Thermo Fisher Scientific Inc.

Healthcare
58
+ 0.57%
$404.94 - $499.99 $23.5K - $29K
10.2K $4.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 14.05%
$459.11 - $506.91 $589K - $651K
10.4K $5.24B
IBDV
Ishares Tr

Technology
32.5K
+ 192.65%
$21.75 - $22.22 $707K - $722K
49.4K $1.09B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.74K
+ 15.03%
$60.01 - $65.01 $465K - $503K
59.3K $3.85B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
29.3K
New
N/A
29.3K $712M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.6K
+ 212.49%
$25.24 - $25.56 $696K - $705K
40.6K $1.04B
PNC
Pnc Financial Services Group, Inc.

Financial Services
678
+ 1.99%
$185.88 - $207.44 $126K - $141K
34.8K $6.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.24K
+ 119.67%
$420.11 - $472.68 $521K - $587K
2.28K $1.07B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25.2K
+ 284.6%
$24.14 - $24.34 $609K - $615K
34.1K $830M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.95K
+ 28.32%
$108.46 - $120.63 $428K - $476K
17.9K $2.13B
WMT
Walmart Inc.

Consumer Defensive
2.88K
+ 5.04%
$94.4 - $104.27 $271K - $300K
59.9K $6.17B
Paramount Skydance Corp Com Cl B
31.4K
New
N/A
31.4K $594M
AMRC
Ameresco, Inc.

Industrials
17.3K
New
$15.87 - $34.84 $275K - $603K
17.3K $581M
PLD
Prologis, Inc.

Real Estate
595
+ 1.11%
$104.08 - $115.35 $61.9K - $68.6K
54.4K $6.23B
CLPT
Clear Point Neuro, Inc.

Healthcare
25.6K
New
$10.0 - $21.79 $256K - $559K
25.6K $559M
MRVL
Marvell Technology, Inc.

Technology
6.64K
New
$62.31 - $84.07 $414K - $559K
6.64K $559M
AMZN
Amazon Com Inc

Consumer Cyclical
2.33K
+ 2.89%
$211.65 - $238.24 $493K - $555K
83.1K $18.2B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 19.35%
$225.11 - $247.9 $334K - $368K
9.15K $2.26B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.44K
New
$92.18 - $95.14 $502K - $518K
5.44K $518M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
74.5K
New
$4.73 - $8.22 $352K - $612K
74.5K $486M
DUK
Duke Energy Corp

Utilities
2.44K
+ 7.8%
$116.31 - $125.93 $284K - $307K
33.7K $4.17B
PLTR
Palantir Technologies Inc.

Technology
754
+ 10.2%
$130.68 - $186.97 $98.5K - $141K
8.14K $1.49B
INOD
Innodata Inc

Technology
6.2K
New
$36.68 - $75.94 $227K - $471K
6.2K $478M
EPD
Enterprise Products Partners L.P.

Energy
13.9K
+ 8.95%
$30.74 - $32.14 $429K - $448K
170K $5.31B
LZB
La Z Boy Inc

Consumer Cyclical
13.4K
New
$33.69 - $40.03 $453K - $538K
13.4K $461M
LSCC
Lattice Semiconductor Corp

Technology
6.07K
New
$48.73 - $74.71 $296K - $454K
6.07K $445M
FISV
Fiserv Inc

Technology
3.42K
New
N/A
3.42K $440M
TDG
Trans Digm Group Inc

Industrials
328
New
$1271.04 - $1620.83 $417K - $532K
328 $432M
NUE
Nucor Corp

Basic Materials
3.11K
New
$133.3 - $150.33 $414K - $467K
3.11K $421M
Activity Summary
Buys All Purchases 366 New Holdings 225 Increased Positions 141 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Four Thought Financial Partners, LLC Portfolio

Follow Four Thought Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Four Thought Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Four Thought Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email