Four Thought Financial Partners, LLC Reduced Holdings in Q3 2024

Four Thought Financial Partners, LLC

  • $843 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-35.4K
- 20.32%
$207.23 - $234.82 $7.33M - $8.31M
139K $32.3B
MSFT
Microsoft Corp

Technology
-343
- 0.33%
$395.15 - $467.56 $136K - $160K
105K $45.1B
HLI
Houlihan Lokey, Inc.

Financial Services
-6.91K
- 80.2%
$134.11 - $161.99 $927K - $1.12M
1.71K $270M
SNOW
Snowflake Inc.

Technology
-4.81K
- 31.74%
$108.56 - $143.02 $523K - $688K
10.4K $1.19B
VZ
Verizon Communications Inc

Communication Services
-19.3K
- 27.53%
$38.89 - $45.0 $749K - $867K
50.7K $2.28B
EMLP
First Tr Exchange Traded Iv

ETFs
-34.3K
- 19.3%
$30.38 - $34.0 $1.04M - $1.17M
144K $4.83B
ACN
Accenture PLC

Technology
-6.59K
- 18.81%
$295.44 - $355.81 $1.95M - $2.34M
28.4K $10.1B
WRBY
Warby Parker Inc.

Healthcare
-34.7K
- 45.49%
$12.79 - $17.23 $443K - $597K
41.5K $678M
HLNE
Hamilton Lane Inc

Financial Services
-5.08K
- 49.63%
$123.12 - $168.4 $626K - $856K
5.16K $869M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-5.91K
- 34.07%
$35.85 - $53.39 $212K - $316K
11.4K $475M
EXLS
Exl Service Holdings, Inc.

Technology
-14K
- 44.8%
$31.2 - $38.15 $438K - $536K
17.3K $660M
DOCS
Doximity, Inc.

Healthcare
-19.1K
- 53.56%
$25.5 - $43.57 $487K - $832K
16.6K $722M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.53K
- 2.99%
$147.95 - $191.05 $226K - $292K
49.5K $8.6B
LFUS
Littelfuse Inc

Technology
-1.13K
- 37.65%
$233.9 - $274.34 $264K - $310K
1.87K $496M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-34.3K
- 14.99%
$9.89 - $11.43 $340K - $392K
195K $2.14B
FIVE
Five Below, Inc

Consumer Cyclical
-641
- 9.72%
$64.97 - $108.47 $41.6K - $69.5K
5.96K $526M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.22K
- 47.78%
$31.07 - $39.36 $162K - $206K
5.71K $209M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.65K
- 5.84%
$50.25 - $50.74 $133K - $134K
42.6K $2.16B
XPEL
Xpel, Inc.

Consumer Cyclical
-5.85K
- 29.73%
$31.75 - $46.89 $186K - $274K
13.8K $599M
FANG
Diamondback Energy, Inc.

Energy
-27
- 0.97%
$168.46 - $210.94 $4.55K - $5.7K
2.75K $475M
AZN
Astrazeneca PLC

Healthcare
-846
- 0.95%
$76.67 - $87.62 $64.9K - $74.1K
88K $6.86B
T
At&T Inc.

Communication Services
-17.6K
- 15.19%
$18.21 - $22.28 $321K - $393K
98.4K $2.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-117
- 9.72%
$520.18 - $576.82 $60.9K - $67.5K
1.09K $627M
ESS
Essex Property Trust, Inc.

Real Estate
-171
- 20.09%
$272.82 - $272.82 $46.7K - $46.7K
680 $201M
TQQQ
Proshares Ultrapro Qqq

ETFs
-308
- 8.9%
$53.19 - $84.93 $16.4K - $26.2K
3.15K $228M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-1.1K
- 7.1%
$2.02 - $2.27 $2.23K - $2.51K
14.5K $32.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-325
- 4.18%
$162.64 - $179.3 $52.9K - $58.3K
7.46K $1.34B
IWD
Ishares Russell 1000 Val ETF

ETFs
-39
- 3.24%
$173.36 - $189.8 $6.76K - $7.4K
1.17K $221M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.49%
$178.94 - $207.0 $3.94K - $4.55K
4.51K $906M
IWN
Ishares Russell2000 Val ETF

ETFs
-32
- 2.18%
$150.05 - $171.34 $4.8K - $5.48K
1.44K $240M
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.33%
$237.84 - $263.83 $714 - $791
920 $243M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23
- 1.74%
$256.4 - $289.78 $5.9K - $6.66K
1.3K $369M
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 0.29%
$182.15 - $182.15 $1.09K - $1.09K
2.06K $409M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-112
- 1.0%
$434.77 - $502.96 $48.7K - $56.3K
11.1K $5.4B
DGRO
Ishares Core Dividend Growth E

ETFs
-10.4K
- 7.47%
$57.47 - $62.76 $598K - $653K
129K $8.09B
UL
Unilever PLC

Consumer Defensive
-332
- 4.19%
$54.7 - $65.59 $18.2K - $21.8K
7.6K $493M
USRT
Ishares Core U.S. Reit ETF

ETFs
-8
- 0.1%
$53.07 - $62.66 $425 - $501
7.83K $482M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 0.53%
$517.38 - $573.86 $8.8K - $9.76K
3.2K $1.83B
Crane Company Common Stock
-13
- 0.2%
N/A
6.54K $1.03B
LDOS
Leidos Holdings, Inc.

Technology
-20
- 0.3%
$142.66 - $163.02 $2.85K - $3.26K
6.75K $1.1B
AON
Aon PLC

Financial Services
-86
- 3.01%
$293.16 - $351.06 $25.2K - $30.2K
2.77K $959M
DLR
Digital Realty Trust, Inc.

Real Estate
-375
- 1.93%
$144.47 - $162.98 $54.2K - $61.1K
19K $3.08B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-34
- 0.41%
$108.65 - $139.41 $3.69K - $4.74K
8.32K $1.16B
AMGN
Amgen Inc

Healthcare
-94
- 0.3%
$309.38 - $337.38 $29.1K - $31.7K
30.8K $9.92B
SSNC
Ss&C Technologies Holdings Inc

Technology
-517
- 1.75%
$61.42 - $76.46 $31.8K - $39.5K
29.1K $2.16B
PG
Procter & Gamble CO

Consumer Defensive
-135
- 0.33%
$160.76 - $177.82 $21.7K - $24K
40.3K $6.98B
O
Realty Income Corp

Real Estate
-71
- 0.23%
$52.36 - $63.42 $3.72K - $4.5K
30.4K $1.93B
MPWR
Monolithic Power Systems Inc

Technology
-143
- 2.99%
$757.04 - $947.16 $108K - $135K
4.64K $4.29B
JPM
Jpmorgan Chase & CO

Financial Services
-1.41K
- 1.75%
$194.9 - $224.8 $275K - $317K
79.3K $16.7B
Activity Summary
Buys All Purchases 106 New Holdings 5 Increased Positions 101 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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