Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $956 Billion
  • Q1 2025

Four Thought Financial Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $956 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 $42.9B, Apple Inc. with a value of $27.9B, American Tower Corp with a value of $26.8B, Broadcom Inc. with a value of $25B, and Nextera Energy Inc with a value of $24.3B.

Examining the 13F form we can see an decrease of $7.07B in the current position value, from $963B to 956B.

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 $956 Billion
Technology: $233 Billion
Financial Services: $126 Billion
ETFs: $125 Billion
Healthcare: $98.6 Billion
Industrials: $60 Billion
Consumer Cyclical: $56.5 Billion
Consumer Defensive: $50.3 Billion
Energy: $47.8 Billion
Other: $137 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73B
$1.04 Billion 0.11% of portfolio
2,601
Q1 2025 Reduced 3.27%
$7.66B
$1.02 Billion 0.11% of portfolio
10,384
Q1 2025 Reduced 3.93%
$59.6B
$1 Billion 0.1% of portfolio
4,112
Q1 2025 Added 1.46%
$142B
$962 Million 0.1% of portfolio
4,073
Q1 2025 Reduced 6.13%
$5.41B
$909 Million 0.1% of portfolio
7,215
Q1 2025 Added 8.71%
$21.3B
$916 Million 0.1% of portfolio
6,788
Q1 2025 Added 3.63%
$281B
$998 Million 0.1% of portfolio
6,288
Q1 2025 Reduced 0.47%
$214B
$1 Billion 0.1% of portfolio
3,204
Q1 2025 Reduced 5.32%
$213B
$1 Billion 0.1% of portfolio
7,560
Q1 2025 Reduced 2.79%
$378B
$864 Million 0.09% of portfolio
20,716
Q1 2025 Reduced 0.97%
$34.5B
$907 Million 0.09% of portfolio
1,564
Q1 2025 Reduced 3.4%
$143B
$781 Million 0.08% of portfolio
6,411
Q1 2025 Reduced 0.43%
$5.38B
$743 Million 0.08% of portfolio
4,999
Q1 2025 Added 0.66%
$115B
$756 Million 0.08% of portfolio
7,202
Q1 2025 Reduced 4.52%
$136B
$799 Million 0.08% of portfolio
31,514
Q1 2025 Reduced 0.56%
$98.5B
$808 Million 0.08% of portfolio
13,249
Q1 2025 Reduced 88.37%
$11.3B
$739 Million 0.08% of portfolio
14,200
Q1 2025 Reduced 2.31%
$57B
$747 Million 0.08% of portfolio
3,928
Q1 2025 Added 10.15%
$260B
$684 Million 0.07% of portfolio
2,751
Q1 2025 Reduced 0.86%
$155B
$644 Million 0.07% of portfolio
1,372
Q1 2025 Added 1.25%
$6.78B
$624 Million 0.07% of portfolio
3,973
Q1 2025 Added 5.58%
$99B
$696 Million 0.07% of portfolio
7,567
Q1 2025 Reduced 3.4%
$16.8B
$662 Million 0.07% of portfolio
1,457
Q1 2025 Added 1.39%
$143B
$661 Million 0.07% of portfolio
9,946
Q1 2025 Added 9.24%
$128B
$679 Million 0.07% of portfolio
3,984
Q1 2025 Added 0.35%
$226B
$539 Million 0.06% of portfolio
117
Q1 2025 Reduced 3.31%
$54.7B
$584 Million 0.06% of portfolio
3,421
Q1 2025 Added 0.09%
$155B
$543 Million 0.06% of portfolio
7,814
Q1 2025 Added 11.53%
$567B
$619 Million 0.06% of portfolio
4,426
Q1 2025 Added 4.02%
$69.9B
$567 Million 0.06% of portfolio
1,294
Q1 2025 Added 0.94%
$278B
$605 Million 0.06% of portfolio
3,020
Q1 2025 Reduced 0.69%
$5.58B
$571 Million 0.06% of portfolio
13,132
Q1 2025 Added 3.69%
$257B
$580 Million 0.06% of portfolio
6,869
Q1 2025 Added 6.68%
$78.9B
$539 Million 0.06% of portfolio
2,625
Q1 2025 Added 0.23%
$66.4B
$582 Million 0.06% of portfolio
5,232
Q1 2025 Reduced 2.95%
$9.18B
$589 Million 0.06% of portfolio
2,008
Q1 2025 Added 5.3%
$200B
$547 Million 0.06% of portfolio
6,092
Q1 2025 Added 17.47%
$145B
$517 Million 0.05% of portfolio
2,520
Q1 2025 Added 3.58%
$51.9B
$449 Million 0.05% of portfolio
2,909
Q1 2025 Reduced 20.61%
$163B
$435 Million 0.05% of portfolio
6,133
Q1 2025 Reduced 1.24%
$52B
$489 Million 0.05% of portfolio
495
Q4 2024 New
$105B
$484 Million 0.05% of portfolio
8,063
Q1 2025 Added 0.05%
$78.7B
$506 Million 0.05% of portfolio
4,612
Q1 2025 Reduced 1.37%
$304B
$448 Million 0.05% of portfolio
6,260
Q1 2025 Reduced 8.88%
$79.8B
$518 Million 0.05% of portfolio
1,899
Q1 2025 Reduced 8.31%
$106B
$468 Million 0.05% of portfolio
4,770
Q1 2025 Reduced 2.73%
$24.8B
$444 Million 0.05% of portfolio
2,779
Q1 2025 Added 2.89%
$154B
$470 Million 0.05% of portfolio
7,889
Q1 2025 Added 4.63%
$154B
$456 Million 0.05% of portfolio
1,613
Q1 2025 Reduced 5.89%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $956 Billion
  • Prior Value $963 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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