Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $843 Billion
  • Q3 2024

Four Thought Financial Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $843 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $45.1B, Apple Inc. with a value of $32.3B, Nextera Energy Inc with a value of $27.9B, American Tower Corp with a value of $27.1B, and Broadcom Inc. with a value of $26.4B.

Examining the 13F form we can see an increase of $65.7B in the current position value, from $777B to 843B.

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 $843 Billion
Technology: $250 Billion
ETFs: $98.1 Billion
Healthcare: $96.3 Billion
Financial Services: $83.5 Billion
Consumer Cyclical: $62.4 Billion
Communication Services: $42.2 Billion
Real Estate: $40.9 Billion
Industrials: $40.4 Billion
Other: $111 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.5B
$475 Million 0.06% of portfolio
2,753
Q3 2024 Reduced 0.97%
$1.36B
$475 Million 0.06% of portfolio
11,440
Q3 2024 Reduced 34.07%
$9.3B
$516 Million 0.06% of portfolio
2,605
Q3 2024 Added 2.08%
$4.63B
$526 Million 0.06% of portfolio
5,957
Q3 2024 Reduced 9.72%
$5.91B
$496 Million 0.06% of portfolio
1,871
Q3 2024 Reduced 37.65%
$146B
$493 Million 0.06% of portfolio
7,595
Q3 2024 Reduced 4.19%
$120B
$437 Million 0.05% of portfolio
7,591
Q3 2024 Added 0.68%
$52.2B
$416 Million 0.05% of portfolio
4,564
Q3 2024 Added 0.95%
$1.11B
$306 Million 0.04% of portfolio
7,230
Q3 2024 Added 6.5%
$3.67B
$312 Million 0.04% of portfolio
42,122
Q3 2024 Added 3.77%
$13.6B
$247 Million 0.03% of portfolio
1,484
Q3 2024 New
$9.37B
$270 Million 0.03% of portfolio
1,706
Q3 2024 Reduced 80.2%
$12.4B
$265 Million 0.03% of portfolio
15,268
Q3 2024 Added 23.48%
$14.7B
$248 Million 0.03% of portfolio
946
Q3 2024 Added 2.38%
$10.3B
$270 Million 0.03% of portfolio
4,811
Q3 2024 Added 1.82%
$82.9B
$209 Million 0.02% of portfolio
5,709
Q3 2024 Reduced 47.78%
$17.7B
$201 Million 0.02% of portfolio
680
Q3 2024 Reduced 20.09%
$0
$104 Million 0.01% of portfolio
10,799
Q3 2024 New
$0
$32.8 Million 0.0% of portfolio
14,451
Q3 2024 Reduced 7.1%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $843 Billion
  • Prior Value $777 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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