Four Thought Financial Partners, LLC Reduced Holdings in Q4 2024

Four Thought Financial Partners, LLC

  • $963 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 4.85%
N/A
1.96K $384M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-96
- 7.4%
$278.19 - $315.36 $26.7K - $30.3K
1.2K $346M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-580
- 5.37%
$8.43 - $9.68 $4.89K - $5.61K
10.2K $87.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-258
- 2.37%
$61.68 - $67.87 $15.9K - $17.5K
10.6K $663M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1
- 0.03%
$80.13 - $83.77 $80.1 - $83.8
3.25K $261M
VTV
Vanguard Value ETF

ETFs
-1
- 0.06%
$168.32 - $181.87 $168 - $182
1.61K $272M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-167
- 2.93%
$34.25 - $37.94 $5.72K - $6.34K
5.54K $201M
INTU
Intuit Inc

Technology
-112
- 1.35%
$602.01 - $706.25 $67.4K - $79.1K
8.18K $5.14B
T
At&T Inc.

Communication Services
-3.61K
- 3.67%
$21.22 - $23.88 $76.6K - $86.2K
94.8K $2.16B
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-1
- 0.01%
$2.14 - $2.24 $2.14 - $2.24
14.5K $30.9M
CR
Crane Holdings, Co.

Industrials
-118
- 2.45%
$148.97 - $184.96 $17.6K - $21.8K
4.69K $273M
AON
Aon PLC

Financial Services
-82
- 2.96%
$344.14 - $393.31 $28.2K - $32.3K
2.69K $966M
OZK
Bank Ozk

Financial Services
-231
- 1.79%
$41.39 - $50.55 $9.56K - $11.7K
12.7K $564M
FDS
Factset Research Systems Inc

Financial Services
-41
- 2.77%
$449.69 - $495.72 $18.4K - $20.3K
1.44K $690M
HLI
Houlihan Lokey, Inc.

Financial Services
-49
- 2.87%
$158.81 - $190.49 $7.78K - $9.33K
1.66K $288M
GLOB
Globant S.A.

Technology
-113
- 4.34%
$193.45 - $236.83 $21.9K - $26.8K
2.49K $534M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-106
- 2.35%
$198.04 - $221.51 $21K - $23.5K
4.41K $927M
VUG
Vanguard Growth ETF

ETFs
-1
- 0.1%
$378.79 - $428.11 $379 - $428
979 $402M
SSNC
Ss&C Technologies Holdings Inc

Technology
-194
- 0.67%
$69.93 - $77.36 $13.6K - $15K
28.9K $2.19B
VCR
Vanguard Consumer Discretionar

ETFs
-1
- 0.08%
$328.51 - $401.37 $329 - $401
1.29K $483M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-1.72K
- 4.19%
$24.92 - $32.79 $42.8K - $56.4K
39.3K $1.08B
PAYC
Paycom Software, Inc.

Technology
-12
- 0.81%
$159.94 - $240.25 $1.92K - $2.88K
1.47K $302M
LAD
Lithia Motors Inc

Consumer Cyclical
-46
- 2.36%
$303.15 - $394.27 $13.9K - $18.1K
1.91K $682M
EXLS
Exl Service Holdings, Inc.

Technology
-732
- 4.23%
$38.1 - $47.02 $27.9K - $34.4K
16.6K $735M
DOCS
Doximity, Inc.

Healthcare
-794
- 4.79%
$41.25 - $61.25 $32.8K - $48.6K
15.8K $842M
GSHD
Goosehead Insurance, Inc.

Financial Services
-1.33K
- 8.58%
$87.63 - $129.69 $116K - $172K
14.1K $1.52B
EMLP
First Tr Exchange Traded Iv

ETFs
-4.12K
- 2.87%
$33.69 - $38.24 $139K - $157K
140K $4.97B
PODD
Insulet Corp

Healthcare
-123
- 1.92%
$227.79 - $275.7 $28K - $33.9K
6.29K $1.64B
DLR
Digital Realty Trust, Inc.

Real Estate
-671
- 3.53%
$156.46 - $195.69 $105K - $131K
18.3K $3.25B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-616
- 7.4%
$138.3 - $192.95 $85.2K - $119K
7.71K $1.36B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-240
- 0.65%
$77.25 - $91.3 $18.5K - $21.9K
36.5K $3.12B
WRBY
Warby Parker Inc.

Healthcare
-2.24K
- 5.38%
$15.04 - $25.72 $33.6K - $57.5K
39.3K $951M
COST
Costco Wholesale Corp

Consumer Defensive
-137
- 1.01%
$873.59 - $994.69 $120K - $136K
13.4K $12.3B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-2.91K
- 1.49%
$11.18 - $13.68 $32.5K - $39.8K
192K $2.44B
FTNT
Fortinet, Inc.

Technology
-761
- 2.14%
$76.49 - $99.21 $58.2K - $75.5K
34.8K $3.29B
GOOG
Alphabet Inc.

Communication Services
-151
- 0.56%
$163.08 - $198.16 $24.6K - $29.9K
26.9K $5.13B
HON
Honeywell International Inc

Industrials
-234
- 0.68%
$202.84 - $236.0 $47.5K - $55.2K
34K $7.69B
CRWD
Crowd Strike Holdings, Inc.

Technology
-23
- 0.2%
$275.15 - $388.2 $6.33K - $8.93K
11.7K $3.99B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.24K
- 2.49%
$172.07 - $207.36 $213K - $256K
48.3K $9.54B
CSCO
Cisco Systems, Inc.

Technology
-392
- 0.22%
$52.45 - $60.02 $20.6K - $23.5K
177K $10.5B
Blackrock Inc Com
-43
- 0.29%
N/A
14.9K $15.3B
AAPL
Apple Inc.

Technology
-2.7K
- 1.95%
$221.69 - $259.02 $599K - $700K
136K $34.1B
JPM
Jpmorgan Chase & CO

Financial Services
-1.3K
- 1.64%
$205.18 - $250.29 $267K - $326K
78K $18.7B
AVGO
Broadcom Inc.

Technology
-189
- 0.12%
$159.67 - $250.0 $30.2K - $47.3K
153K $35.5B
Activity Summary
Buys All Purchases 209 New Holdings 154 Increased Positions 55 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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