Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $963 Billion
  • Q4 2024

Four Thought Financial Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $963 Billion distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $45.8B, Broadcom Inc. with a value of $35.5B, Apple Inc. with a value of $34.1B, Vanguard Russell 1000 Value Et with a value of $28.6B, and Nvidia Corp with a value of $23.9B.

Examining the 13F form we can see an increase of $120B in the current position value, from $843B to 963B.

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 $963 Billion
Technology: $257 Billion
ETFs: $139 Billion
Financial Services: $113 Billion
Healthcare: $97.5 Billion
Industrials: $62.3 Billion
Consumer Cyclical: $60 Billion
Consumer Defensive: $44.2 Billion
Energy: $40.7 Billion
Other: $125 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$45.8 Billion 4.76% of portfolio
108,627
Q4 2024 Added 3.56%
$91.1B
$35.5 Billion 3.68% of portfolio
152,944
Q4 2024 Reduced 0.12%
$3.66T
$34.1 Billion 3.54% of portfolio
136,017
Q4 2024 Reduced 1.95%
$324B
$23.9 Billion 2.49% of portfolio
178,247
Q4 2024 Added 2.03%
$134B
$23.7 Billion 2.46% of portfolio
330,222
Q3 2024 Reduced 0.62%
$87.9B
$20.8 Billion 2.16% of portfolio
113,380
Q4 2024 Reduced 2.81%
$569B
$20.1 Billion 2.09% of portfolio
63,709
Q4 2024 Added 1.31%
$809B
$18.7 Billion 1.94% of portfolio
77,983
Q4 2024 Reduced 1.64%
$68.9B
$17.6 Billion 1.83% of portfolio
60,609
Q4 2024 Reduced 0.44%
$226B
$17.6 Billion 1.83% of portfolio
155,598
Q4 2024 Added 1.23%
$2.33T
$17.4 Billion 1.81% of portfolio
79,400
Q4 2024 Added 1.44%
$299B
$15.6 Billion 1.62% of portfolio
107,774
Q4 2024 Reduced 11.56%
$156B
$15 Billion 1.56% of portfolio
60,902
Q4 2024 Reduced 0.14%
$116B
$14.7 Billion 1.53% of portfolio
30,280
Q4 2024 Reduced 0.51%
$1.11T
$14.1 Billion 1.47% of portfolio
74,737
Q4 2024 Added 15.36%
$177B
$13.8 Billion 1.44% of portfolio
73,851
Q4 2024 Added 0.86%
$199B
$11.7 Billion 1.21% of portfolio
76,867
Q4 2024 New
$112B
$11.5 Billion 1.19% of portfolio
41,499
Q4 2024 Added 0.84%
$72.1B
$10.7 Billion 1.11% of portfolio
22,749
Q4 2024 Added 21.44%
$120B
$10.5 Billion 1.09% of portfolio
131,544
Q4 2024 Reduced 23.65%
$256B
$10.5 Billion 1.09% of portfolio
176,939
Q4 2024 Reduced 0.22%
$243B
$10 Billion 1.04% of portfolio
28,431
Q4 2024 Reduced 0.05%
$1.07T
$9.54 Billion 0.99% of portfolio
48,304
Q4 2024 Reduced 2.49%
$88B
$9.36 Billion 0.97% of portfolio
40,296
Q4 2024 Added 1.57%
$204B
$9.13 Billion 0.95% of portfolio
8,612
Q4 2024 Reduced 16.98%
$417B
$9.09 Billion 0.94% of portfolio
23,363
Q4 2024 Reduced 0.09%
$493B
$9.09 Billion 0.94% of portfolio
17,959
Q4 2024 Reduced 0.88%
$151B
$8.79 Billion 0.91% of portfolio
234,088
Q4 2024 Reduced 41.65%
$157B
$8.08 Billion 0.84% of portfolio
31,018
Q4 2024 Added 0.78%
$138B
$7.69 Billion 0.8% of portfolio
34,024
Q4 2024 Reduced 0.68%
$189B
$7.64 Billion 0.79% of portfolio
49,749
Q4 2024 Added 1.05%
$289B
$7.13 Billion 0.74% of portfolio
10,293
Q4 2024 Added 2.16%
$40.7B
$7.01 Billion 0.73% of portfolio
90,735
Q4 2024 Added 1.02%
$398B
$6.74 Billion 0.7% of portfolio
40,214
Q4 2024 Reduced 0.22%
$400B
$6.48 Billion 0.67% of portfolio
44,790
Q4 2024 Reduced 11.22%
$121B
$6.44 Billion 0.67% of portfolio
113,900
Q4 2024 Reduced 9.38%
$1.6T
$6.18 Billion 0.64% of portfolio
10,554
Q4 2024 Added 4.57%
$223B
$5.89 Billion 0.61% of portfolio
89,856
Q4 2024 Added 2.1%
$537B
$5.87 Billion 0.61% of portfolio
11,155
Q4 2024 Added 0.47%
$326B
$5.7 Billion 0.59% of portfolio
17,036
Q4 2024 Reduced 36.36%
$155B
$5.63 Billion 0.58% of portfolio
34,599
Q4 2024 Added 0.59%
$275B
$5.42 Billion 0.56% of portfolio
59,963
Q4 2024 New
$163B
$5.14 Billion 0.53% of portfolio
8,181
Q4 2024 Reduced 1.35%
$1.14T
$5.13 Billion 0.53% of portfolio
26,921
Q4 2024 Reduced 0.56%
$101B
$5.12 Billion 0.53% of portfolio
3,013
Q4 2024 Added 0.17%
$224B
$4.96 Billion 0.52% of portfolio
9,540
Q4 2024 Added 0.37%
$46.3B
$4.89 Billion 0.51% of portfolio
8,144
Q4 2024 Added 37.43%
$192B
$4.81 Billion 0.5% of portfolio
13,253
Q4 2024 New
$33.3B
$4.81 Billion 0.5% of portfolio
22,859
Q4 2024 Added 131.34%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $963 Billion
  • Prior Value $843 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 154 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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