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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 1.87% of portfolio
29,948
Q3 2024 Added 12.53%
$0
$8.35 Billion 0.99% of portfolio
86,549
Q3 2024 Added 34.15%
$0
$8.29 Billion 0.98% of portfolio
76,636
Q3 2024 Added 2,225.12%
$0
$8.09 Billion 0.96% of portfolio
128,985
Q3 2024 Reduced 7.47%
$0
$6.01 Billion 0.71% of portfolio
72,065
Q3 2024 Added 25.44%
$0
$5.4 Billion 0.64% of portfolio
11,071
Q3 2024 Reduced 1.0%
$0
$4.83 Billion 0.57% of portfolio
143,651
Q3 2024 Reduced 19.3%
$0
$3.71 Billion 0.44% of portfolio
62,310
Q3 2024 Added 2.35%
$0
$3.68 Billion 0.44% of portfolio
36,345
Q3 2024 Added 17.4%
$0
$2.77 Billion 0.33% of portfolio
119,437
Q3 2024 Added 10.8%
$0
$2.73 Billion 0.32% of portfolio
103,746
Q3 2024 Added 10.47%
$0
$2.16 Billion 0.26% of portfolio
42,644
Q3 2024 Reduced 5.84%
$0
$2.07 Billion 0.25% of portfolio
36,227
Q3 2024 Added 0.31%
$0
$1.83 Billion 0.22% of portfolio
3,195
Q3 2024 Reduced 0.53%
$0
$1.67 Billion 0.2% of portfolio
13,260
Q1 2024 Reduced 1.73%
$0
$1.7 Billion 0.2% of portfolio
6,541
Q3 2024 Added 5.38%
$0
$1.38 Billion 0.16% of portfolio
2,348
Q3 2024 Added 0.04%
$0
$1.35 Billion 0.16% of portfolio
4,772
Q3 2024 Added 7.04%
$0
$1.3 Billion 0.15% of portfolio
16,545
Q4 2023 Added 83.79%
$0
$1.11 Billion 0.13% of portfolio
14,052
Q3 2024 Added 7.9%
$0
$1.02 Billion 0.12% of portfolio
4,922
Q3 2024 Added 4.46%
$0
$1.04 Billion 0.12% of portfolio
7,075
Q3 2024 Added 4.29%
$0
$906 Million 0.11% of portfolio
4,511
Q3 2024 Reduced 0.49%
$0
$906 Million 0.11% of portfolio
48,184
Q3 2024 Added 13.64%
$0
$870 Million 0.1% of portfolio
37,120
Q3 2023 Reduced 5.71%
$0
$810 Million 0.1% of portfolio
6,316
Q2 2024 Reduced 0.36%
$0
$679 Million 0.08% of portfolio
10,903
Q3 2024 Added 4.13%
$0
$671 Million 0.08% of portfolio
12,738
Q3 2024 Added 2.78%
$0
$640 Million 0.08% of portfolio
7,259
Q4 2022 New
$0
$627 Million 0.07% of portfolio
1,087
Q3 2024 Reduced 9.72%
$0
$622 Million 0.07% of portfolio
4,714
Q2 2024 Reduced 5.17%
$0
$494 Million 0.06% of portfolio
5,176
Q1 2024 Reduced 8.05%
$0
$482 Million 0.06% of portfolio
7,825
Q3 2024 Reduced 0.1%
$0
$481 Million 0.06% of portfolio
4,111
Q3 2024 Added 12.23%
$0
$409 Million 0.05% of portfolio
2,063
Q3 2024 Reduced 0.29%
$0
$400 Million 0.05% of portfolio
8,719
Q3 2024 Added 1.37%
$0
$385 Million 0.05% of portfolio
1,025
Q3 2024 Added 0.2%
$0
$426 Million 0.05% of portfolio
1,846
Q3 2024 Added 0.11%
$0
$438 Million 0.05% of portfolio
1,286
Q3 2023 Added 0.08%
$0
$369 Million 0.04% of portfolio
1,298
Q3 2024 Reduced 1.74%
$0
$301 Million 0.04% of portfolio
4,654
Q3 2024 New
$0
$376 Million 0.04% of portfolio
980
Q3 2024 Added 8.29%
$0
$273 Million 0.03% of portfolio
3,254
Q1 2024 Reduced 14.01%
$0
$281 Million 0.03% of portfolio
1,609
Q3 2024 Added 0.06%
$0
$221 Million 0.03% of portfolio
1,166
Q3 2024 Reduced 3.24%
$0
$228 Million 0.03% of portfolio
3,151
Q3 2024 Reduced 8.9%
$0
$214 Million 0.03% of portfolio
1,054
Q3 2024 Added 0.09%
$0
$240 Million 0.03% of portfolio
1,439
Q3 2024 Reduced 2.18%
$83.7B
$243 Million 0.03% of portfolio
1,001
Q1 2024 New

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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