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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ishares Bitcoin Trust ETF
-
$357 Million 0.04% of portfolio
-
Q1 2025 Added 4.81%
$0
$369 Million 0.04% of portfolio
1,023
Q1 2025 Reduced 0.2%
$39.8B
$368 Million 0.04% of portfolio
5,197
Q1 2025 Reduced 7.1%
$230B
$374 Million 0.04% of portfolio
1,392
Q1 2025 Added 2.58%
$2.19B
$416 Million 0.04% of portfolio
26,371
Q1 2025 Added 13.86%
$0
$381 Million 0.04% of portfolio
1,963
Q4 2024 Reduced 4.85%
$16B
$380 Million 0.04% of portfolio
4,667
Q4 2024 New
$318B
$364 Million 0.04% of portfolio
5,074
Q1 2025 Reduced 4.84%
$0
$339 Million 0.04% of portfolio
1,802
Q1 2025 Added 0.11%
$964B
$410 Million 0.04% of portfolio
1,582
Q1 2025 Added 16.49%
$14.3B
$412 Million 0.04% of portfolio
1,887
Q1 2025 Added 28.19%
$150B
$411 Million 0.04% of portfolio
1,105
Q1 2025 Added 0.09%
$0
$418 Million 0.04% of portfolio
1,128
Q1 2025 Added 15.22%
$0
$394 Million 0.04% of portfolio
9,014
Q1 2025 Added 4.67%
$43.4B
$378 Million 0.04% of portfolio
4,588
Q1 2025 Added 2.85%
$222B
$391 Million 0.04% of portfolio
3,962
Q1 2025 Reduced 0.97%
$94B
$336 Million 0.04% of portfolio
721
Q1 2025 Reduced 0.14%
$56B
$363 Million 0.04% of portfolio
3,321
Q1 2025 Added 4.73%
$96.2B
$423 Million 0.04% of portfolio
6,231
Q1 2025 Reduced 14.74%
$60.5B
$336 Million 0.04% of portfolio
529
Q1 2025 Reduced 13.42%
$103B
$363 Million 0.04% of portfolio
1,486
Q1 2025 Reduced 5.89%
$0
$348 Million 0.04% of portfolio
10,772
Q1 2025 Added 0.1%
$41.2B
$367 Million 0.04% of portfolio
1,422
Q1 2025 Reduced 4.44%
$5.65B
$373 Million 0.04% of portfolio
1,896
Q1 2025 Added 5.1%
$25.4B
$384 Million 0.04% of portfolio
1,745
Q1 2025 Reduced 5.16%
$0
$378 Million 0.04% of portfolio
1,787
Q4 2024 New
$126B
$412 Million 0.04% of portfolio
7,436
Q1 2025 Added 4.29%
$48.9B
$410 Million 0.04% of portfolio
7,311
Q1 2025 Added 8.94%
$107B
$244 Million 0.03% of portfolio
725
Q1 2025 Added 2.98%
$0
$266 Million 0.03% of portfolio
1,413
Q1 2025 Added 21.18%
$88.2B
$249 Million 0.03% of portfolio
714
Q4 2024 New
$12B
$248 Million 0.03% of portfolio
1,566
Q1 2025 Reduced 1.14%
$65B
$242 Million 0.03% of portfolio
701
Q1 2025 New
$38.4B
$257 Million 0.03% of portfolio
924
Q1 2025 Reduced 3.65%
$107B
$299 Million 0.03% of portfolio
1,036
Q1 2025 Added 3.5%
$9.8B
$271 Million 0.03% of portfolio
1,677
Q1 2025 Added 1.21%
$10.6B
$252 Million 0.03% of portfolio
4,909
Q1 2025 Added 4.6%
$153B
$298 Million 0.03% of portfolio
1,097
Q1 2025 Reduced 7.74%
$3.71B
$325 Million 0.03% of portfolio
2,759
Q1 2025 Added 10.71%
$2.45B
$282 Million 0.03% of portfolio
14,694
Q1 2025 Reduced 3.27%
$17.9B
$243 Million 0.03% of portfolio
658
Q1 2025 Added 5.11%
$7.41B
$285 Million 0.03% of portfolio
3,070
Q1 2025 Added 5.72%
$35.3B
$291 Million 0.03% of portfolio
2,988
Q1 2025 Added 0.81%
$5.97B
$247 Million 0.03% of portfolio
12,690
Q1 2025 Reduced 12.24%
$5.82B
$289 Million 0.03% of portfolio
1,659
Q4 2024 New
$27B
$241 Million 0.03% of portfolio
2,204
Q1 2025 Reduced 42.45%
$5.19B
$288 Million 0.03% of portfolio
5,267
Q1 2025 Added 14.2%
$16.1B
$306 Million 0.03% of portfolio
603
Q1 2025 Added 0.17%
$121B
$320 Million 0.03% of portfolio
661
Q1 2025 Reduced 4.48%

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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