4 Wealth Advisors, Inc. Sells in Q1 2025

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-12.3K
- 75.47%
$95.85 - $99.25 $1.18M - $1.23M
4.01K $397M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.1K
- 78.86%
$91.45 - $91.75 $1.1M - $1.11M
3.24K $297M
Fluent Inc
-212K
- 92.59%
N/A
16.9K $36.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.88K
- 40.77%
$49.25 - $50.66 $437K - $450K
12.9K $640M
ISRG
Intuitive Surgical Inc

Healthcare
-795
- 48.95%
$476.63 - $610.45 $379K - $485K
829 $411M
BORR
Borr Drilling LTD

Energy
-88.2K
- 89.4%
$2.13 - $4.06 $188K - $358K
10.5K $22.9M
AAPL
Apple Inc.

Technology
-160
- 1.4%
$209.68 - $247.1 $33.5K - $39.5K
11.2K $2.5B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-10.8K
- 45.24%
$32.5 - $33.3 $350K - $359K
13K $434M
SPY
Spdr S&P 500 ETF Trust

ETFs
-523
- 49.53%
$551.42 - $612.93 $288K - $321K
533 $298M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 26.77%
$154.33 - $206.19 $158K - $212K
2.81K $434M
STNG
Scorpio Tankers Inc.

Energy
-860
- 7.57%
$37.58 - $56.62 $32.3K - $48.7K
10.5K $395M
XLV
Select Sector Spdr Fund Health

ETFs
-1.72K
- 16.94%
$137.61 - $149.68 $236K - $257K
8.42K $1.23B
WMT
Walmart Inc.

Consumer Defensive
-1.18K
- 7.68%
$84.5 - $105.05 $99.4K - $124K
14.1K $1.24B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.32K
- 6.52%
$100.34 - $100.68 $132K - $132K
18.9K $1.9B
JNJ
Johnson & Johnson

Healthcare
-2.18K
- 19.55%
$142.06 - $167.7 $309K - $365K
8.96K $1.49B
XLP
Consumer Staples Sector Spdr

ETFs
-1.88K
- 17.72%
N/A
8.75K $714M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.3K
- 15.06%
$64.88 - $72.1 $84.5K - $93.9K
7.35K $483M
SPYG
Spdr Portfolio

ETFs
-543
- 6.62%
$80.05 - $92.39 $43.5K - $50.2K
7.66K $615M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.94K
- 3.42%
$22.25 - $23.0 $87.7K - $90.7K
111K $2.56B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.58K
- 19.51%
$27.01 - $28.54 $96.8K - $102K
14.8K $413M
XLI
Industrial Sector Spdr

ETFs
-620
- 9.9%
$128.78 - $141.67 $79.8K - $87.8K
5.64K $740M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.57K
- 21.68%
$33.84 - $37.77 $86.9K - $97K
9.28K $338M
CSCO
Cisco Systems, Inc.

Technology
-1.39K
- 16.7%
$58.74 - $64.87 $81.9K - $90.4K
6.95K $429M
KO
Coca Cola CO

Consumer Defensive
-1.45K
- 33.55%
$60.81 - $72.32 $88.3K - $105K
2.88K $206M
V
Visa Inc.

Financial Services
-602
- 13.8%
$306.92 - $362.71 $185K - $218K
3.76K $1.32B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.02K
- 7.48%
$49.78 - $53.19 $50.7K - $54.2K
12.6K $643M
NFLX
Netflix Inc

Communication Services
-71
- 21.32%
$828.4 - $1058.6 $58.8K - $75.2K
262 $244M
MPRO
Northern Lts Fd Tr Iv Monarch
-3.05K
- 2.05%
$28.3 - $29.58 $86.2K - $90.1K
146K $4.21B
XOM
Exxon Mobil Corp

Energy
-808
- 16.98%
$105.44 - $118.93 $85.2K - $96.1K
3.95K $470M
JPM
Jpmorgan Chase & CO

Financial Services
-219
- 8.71%
$225.19 - $279.95 $49.3K - $61.3K
2.3K $563M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.92K
- 15.32%
$25.54 - $27.64 $48.9K - $53K
10.6K $289M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-131
- 1.63%
N/A
7.89K $270M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.03K
- 12.93%
$28.92 - $29.24 $29.9K - $30.2K
6.96K $204M
FANG
Diamondback Energy, Inc.

Energy
-105
- 4.7%
$139.9 - $180.18 $14.7K - $18.9K
2.13K $340M
SPG
Simon Property Group Inc

Real Estate
-59
- 3.07%
$159.48 - $187.78 $9.41K - $11.1K
1.86K $309M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-42
- 0.7%
$72.31 - $80.69 $3.04K - $3.39K
5.92K $431M
BAC
Bank Of America Corp

Financial Services
-132
- 2.44%
$39.61 - $47.74 $5.23K - $6.3K
5.29K $221M
GD
General Dynamics Corp

Industrials
-53
- 4.1%
$241.94 - $272.58 $12.8K - $14.4K
1.24K $338M
LLY
Eli Lilly & CO

Healthcare
-49
- 7.02%
$725.72 - $929.72 $35.6K - $45.6K
649 $536M
HSY
Hershey CO

Consumer Defensive
-5
- 0.32%
$144.74 - $186.36 $724 - $932
1.58K $269M
SO
Southern CO

Utilities
-214
- 5.06%
$80.96 - $92.96 $17.3K - $19.9K
4.02K $369M
TMUS
T Mobile Us, Inc.

Communication Services
-205
- 10.92%
$211.3 - $272.83 $43.3K - $55.9K
1.67K $446M
ABBV
Abb Vie Inc.

Healthcare
-332
- 9.97%
$169.2 - $216.66 $56.2K - $71.9K
3K $628M
XLE
Energy Sector Spdr

ETFs
-89
- 1.45%
$85.7 - $93.96 $7.63K - $8.36K
6.04K $565M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-750
- 5.63%
$24.11 - $28.41 $18.1K - $21.3K
12.6K $357M
T
At&T Inc.

Communication Services
-362
- 3.28%
$21.56 - $28.28 $7.8K - $10.2K
10.7K $302M
GLDM
World Gold Trust

ETFs
-750
- 7.31%
$52.19 - $61.89 $39.1K - $46.4K
9.51K $588M
MMM
3 M CO

Industrials
-29
- 0.85%
$129.7 - $155.12 $3.76K - $4.5K
3.37K $495M
IBM
International Business Machines Corp

Technology
-42
- 1.77%
$217.4 - $264.74 $9.13K - $11.1K
2.33K $580M
Activity Summary
Buys All Purchases 68 New Holdings 10 Increased Positions 58 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email