Four Thought Financial Partners, LLC Incresed Positions in Q2 2025

Four Thought Financial Partners, LLC

  • $1.01 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.04%
$55.56 - $60.91 $167 - $183
8.07K $473M
EXLS
Exl Service Holdings, Inc.

Technology
868
+ 5.42%
$41.85 - $48.48 $36.3K - $42.1K
16.9K $740M
POOL
Pool Corp

Industrials
1
+ 0.14%
$285.0 - $325.66 $285 - $326
725 $211M
ET
Energy Transfer LP

Energy
1.01K
+ 1.19%
$15.65 - $18.93 $15.8K - $19.1K
85.6K $1.55B
GSHD
Goosehead Insurance, Inc.

Financial Services
1.39K
+ 10.37%
$93.19 - $121.83 $129K - $169K
14.7K $1.56B
PAYX
Paychex Inc

Industrials
21
+ 0.72%
$137.01 - $159.78 $2.88K - $3.36K
2.93K $426M
MRK
Merck & Co., Inc.

Healthcare
507
+ 8.32%
$73.47 - $87.12 $37.2K - $44.2K
6.6K $522M
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.01%
$102.31 - $105.8 $205 - $212
34.4K $3.59B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1
+ 0.06%
$99.37 - $134.05 $99.4 - $134
1.81K $205M
WSO
Watsco Inc

Industrials
4
+ 0.66%
$421.84 - $520.66 $1.69K - $2.08K
607 $268M
ACIW
Aci Worldwide, Inc.

Technology
26
+ 0.49%
$44.59 - $57.17 $1.16K - $1.49K
5.29K $243M
AON
Aon PLC

Financial Services
154
+ 5.92%
$335.85 - $398.81 $51.7K - $61.4K
2.76K $983M
Bayfirst Financial Corp Com
2.9K
+ 7.79%
N/A
40.1K $562M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
5.48K
+ 14.34%
$21.27 - $26.73 $116K - $146K
43.7K $958M
MDT
Medtronic PLC

Healthcare
4.25K
+ 2.42%
$80.68 - $88.86 $343K - $377K
180K $15.7B
NOC
Northrop Grumman Corp

Industrials
332
+ 1.36%
$456.3 - $540.39 $151K - $179K
24.8K $12.4B
EPD
Enterprise Products Partners L.P.

Energy
10.4K
+ 7.17%
$28.95 - $34.22 $302K - $357K
156K $4.83B
ACN
Accenture PLC

Technology
322
+ 1.13%
$279.23 - $323.21 $89.9K - $104K
28.9K $8.64B
LOW
Lowes Companies Inc

Consumer Cyclical
166
+ 0.27%
$210.83 - $235.28 $35K - $39.1K
62.1K $13.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
371
+ 3.79%
$390.26 - $489.06 $145K - $181K
10.2K $4.12B
PEP
Pepsico Inc

Consumer Defensive
3.22K
+ 2.82%
$128.02 - $151.37 $412K - $488K
117K $15.5B
CVX
Chevron Corp

Energy
5.8K
+ 4.57%
$133.73 - $168.51 $775K - $977K
133K $19B
Activity Summary
Buys All Purchases 146 New Holdings 23 Increased Positions 123 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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