4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025

4 Wealth Advisors, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.4 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Monarch with a value of $4.46B, J P Morgan Exchange Traded Fd with a value of $3.79B, Nvidia Corp with a value of $3.17B, Vanguard with a value of $2.86B, and Vanguard Intermediate Term Cor with a value of $2.62B.

Examining the 13F form we can see an increase of $6.68B in the current position value, from $91.8B to 98.4B.

4 Wealth Advisors, Inc. is based out at Burr Ridge, IL

Below you can find more details about 4 Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $98.4 Billion
ETFs: $44.6 Billion
Technology: $13.9 Billion
Consumer Cyclical: $7.66 Billion
Financial Services: $5.79 Billion
Communication Services: $4.21 Billion
Industrials: $4.2 Billion
Consumer Defensive: $3.85 Billion
Healthcare: $3.78 Billion
Other: $4.35 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$3.17 Billion 3.22% of portfolio
20,079
Q2 2025 Added 1.57%
$3.69T
$2.26 Billion 2.3% of portfolio
11,020
Q2 2025 Reduced 1.97%
$3.95T
$2.19 Billion 2.22% of portfolio
4,398
Q2 2025 Reduced 2.5%
$2.26T
$1.5 Billion 1.53% of portfolio
6,843
Q2 2025 Added 9.63%
$452B
$1.36 Billion 1.38% of portfolio
8,905
Q2 2025 Reduced 0.57%
$551B
$1.34 Billion 1.36% of portfolio
3,764
Q2 2025 Added 0.08%
$1.78T
$1.31 Billion 1.33% of portfolio
1,776
Q2 2025 Added 15.63%
$281B
$1.26 Billion 1.28% of portfolio
12,858
Q2 2025 Reduced 9.0%
$1.24T
$1 Billion 1.02% of portfolio
5,658
Q2 2025 Added 0.62%
$621B
$977 Million 0.99% of portfolio
2,012
Q2 2025 Reduced 23.61%
$1.08T
$957 Million 0.97% of portfolio
3,014
Q2 2025 Added 0.7%
$222B
$937 Million 0.95% of portfolio
3,206
Q2 2025 Reduced 0.5%
$29B
$831 Million 0.84% of portfolio
20,194
Q2 2025 Added 1.05%
$127B
$787 Million 0.8% of portfolio
2,853
Q2 2025 Added 0.21%
$139B
$792 Million 0.8% of portfolio
3,779
Q2 2025 Reduced 38.65%
$302B
$773 Million 0.78% of portfolio
5,396
Q2 2025 Reduced 13.18%
$229B
$723 Million 0.73% of portfolio
5,319
Q2 2025 Reduced 0.69%
$173B
$714 Million 0.73% of portfolio
4,486
Q2 2025 Reduced 1.84%
$282B
$705 Million 0.72% of portfolio
4,969
Q2 2025 Reduced 3.42%
-
$686 Million 0.7% of portfolio
-
Q2 2025 New
$210B
$681 Million 0.69% of portfolio
2,310
Q2 2025 Reduced 0.99%
$859B
$654 Million 0.66% of portfolio
2,256
Q2 2025 Reduced 1.7%
$19.3B
$638 Million 0.65% of portfolio
1,305
Q2 2025 Reduced 4.11%
$2.33B
$642 Million 0.65% of portfolio
61,957
Q2 2025 Reduced 3.11%
$202B
$620 Million 0.63% of portfolio
4,693
Q2 2025 Added 1.71%
$89.6B
$588 Million 0.6% of portfolio
26,236
Q2 2025 Reduced 1.32%
$201B
$581 Million 0.59% of portfolio
738
Q2 2025 Reduced 1.86%
$5.11B
$575 Million 0.58% of portfolio
75,716
Q2 2025 Added 53.89%
$368B
$557 Million 0.57% of portfolio
3,493
Q2 2025 Reduced 0.57%
$405B
$566 Million 0.57% of portfolio
1,544
Q2 2025 Reduced 0.39%
$27.8B
$557 Million 0.57% of portfolio
13,254
Q2 2025 New
$351B
$554 Million 0.56% of portfolio
2,984
Q2 2025 Reduced 0.43%
$684B
$543 Million 0.55% of portfolio
2,484
Q2 2025 Reduced 1.82%
$218B
$540 Million 0.55% of portfolio
1,391
Q2 2025 Reduced 0.71%
$254B
$515 Million 0.52% of portfolio
727
Q2 2025 Reduced 5.83%
$608B
$510 Million 0.52% of portfolio
654
Q2 2025 Added 0.77%
$351M
$492 Million 0.5% of portfolio
42,181
Q2 2025 Reduced 3.13%
$1.21T
$488 Million 0.5% of portfolio
2,768
Q2 2025 Reduced 1.35%
$146B
$495 Million 0.5% of portfolio
2,126
Q2 2025 Reduced 1.02%
$87.3B
$478 Million 0.49% of portfolio
3,141
Q2 2025 Reduced 6.82%
$293B
$477 Million 0.48% of portfolio
6,881
Q2 2025 Reduced 1.02%
$61.9B
$450 Million 0.46% of portfolio
1,682
Q2 2025 Reduced 1.29%
$548B
$426 Million 0.43% of portfolio
758
Q2 2025 Reduced 1.69%
$442B
$425 Million 0.43% of portfolio
3,942
Q2 2025 Reduced 0.2%
$94.4B
$413 Million 0.42% of portfolio
5,816
Q2 2025 Reduced 0.92%
$232B
$411 Million 0.42% of portfolio
1,509
Q2 2025 Reduced 0.53%
$314B
$393 Million 0.4% of portfolio
1,649
Q2 2025 Reduced 1.38%
$23.6B
$376 Million 0.38% of portfolio
1,583
Q2 2025 New
$0
$378 Million 0.38% of portfolio
12,550
Q2 2025 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $98.4 Billion
  • Prior Value $91.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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