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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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