4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 2025

4 Wealth Advisors, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.8 Billion distributed in 125 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 $4.21B, J P Morgan Exchange Traded Fd with a value of $3.79B, Vanguard with a value of $2.77B, Ishares U.S. Treasury Bond ETF with a value of $2.56B, and Vanguard Intermediate Term Cor with a value of $2.52B.

Examining the 13F form we can see an decrease of $8.07B in the current position value, from $99.8B to 91.8B.

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 $91.8 Billion
ETFs: $42.3 Billion
Technology: $11.5 Billion
Consumer Cyclical: $6.79 Billion
Financial Services: $5.94 Billion
Healthcare: $4.45 Billion
Consumer Defensive: $4.32 Billion
Communication Services: $3.76 Billion
Industrials: $3.6 Billion
Other: $4.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$2.5 Billion 2.72% of portfolio
11,241
Q1 2025 Reduced 1.4%
$431B
$2.14 Billion 2.33% of portfolio
19,768
Q1 2025 Added 14.49%
$3.81T
$1.69 Billion 1.85% of portfolio
4,511
Q1 2025 Added 10.62%
$426B
$1.49 Billion 1.62% of portfolio
8,956
Q1 2025 Reduced 19.55%
$631B
$1.4 Billion 1.53% of portfolio
2,634
Q1 2025 Added 7.91%
$572B
$1.32 Billion 1.44% of portfolio
3,761
Q1 2025 Reduced 13.8%
$258B
$1.24 Billion 1.35% of portfolio
14,130
Q1 2025 Reduced 7.68%
$2.28T
$1.19 Billion 1.29% of portfolio
6,242
Q1 2025 Added 5.33%
$138B
$1.05 Billion 1.14% of portfolio
6,160
Q1 2025 Added 16.05%
$296B
$1.04 Billion 1.13% of portfolio
6,215
Q1 2025 Added 108.0%
$221B
$1.01 Billion 1.1% of portfolio
3,222
Q1 2025 Added 5.36%
$1.62T
$885 Million 0.96% of portfolio
1,536
Q1 2025 Added 23.18%
$1.12T
$879 Million 0.96% of portfolio
5,623
Q1 2025 Added 34.94%
$1.01T
$776 Million 0.85% of portfolio
2,993
Q1 2025 Added 5.02%
$29.2B
$783 Million 0.85% of portfolio
19,985
Q1 2025 Added 0.84%
$171B
$702 Million 0.77% of portfolio
4,570
Q1 2025 Added 11.71%
$200B
$692 Million 0.75% of portfolio
4,614
Q1 2025 Added 0.9%
$338B
$628 Million 0.68% of portfolio
2,997
Q1 2025 Reduced 9.97%
$93.6B
$604 Million 0.66% of portfolio
26,588
Q1 2025 Added 82.79%
$166B
$602 Million 0.66% of portfolio
4,149
Q1 2025 Added 10.38%
$369B
$599 Million 0.65% of portfolio
3,513
Q1 2025 Added 10.33%
$3.09B
$591 Million 0.64% of portfolio
63,944
Q1 2025 Added 20.61%
$253B
$580 Million 0.63% of portfolio
2,333
Q1 2025 Reduced 1.77%
$24.6B
$575 Million 0.63% of portfolio
6,535
Q1 2025 New
$368B
$568 Million 0.62% of portfolio
1,550
Q1 2025 Added 13.89%
$223B
$567 Million 0.62% of portfolio
5,744
Q1 2025 Added 12.41%
$850B
$563 Million 0.61% of portfolio
2,295
Q1 2025 Reduced 8.71%
$25.1B
$542 Million 0.59% of portfolio
1,480
Q1 2025 Added 25.74%
$259B
$529 Million 0.58% of portfolio
5,145
Q1 2025 Added 46.58%
$724B
$536 Million 0.58% of portfolio
649
Q1 2025 Reduced 7.02%
$19.2B
$518 Million 0.56% of portfolio
1,194
Q1 2025 New
$489M
$518 Million 0.56% of portfolio
43,542
Q1 2025 Added 46.36%
$5.81B
$508 Million 0.55% of portfolio
8,096
Q1 2025 Added 89.82%
$87.9B
$495 Million 0.54% of portfolio
3,371
Q1 2025 Reduced 0.85%
$116B
$477 Million 0.52% of portfolio
2,847
Q1 2025 Added 6.79%
$465B
$470 Million 0.51% of portfolio
3,950
Q1 2025 Reduced 16.98%
$160B
$455 Million 0.5% of portfolio
2,148
Q1 2025 Added 27.18%
$221B
$462 Million 0.5% of portfolio
1,401
Q1 2025 Added 29.96%
$213B
$462 Million 0.5% of portfolio
752
Q1 2025 Added 31.01%
$282B
$446 Million 0.49% of portfolio
1,672
Q1 2025 Reduced 10.92%
$61.4B
$451 Million 0.49% of portfolio
1,704
Q1 2025 Added 18.99%
$1.07T
$434 Million 0.47% of portfolio
2,806
Q1 2025 Reduced 26.77%
$18.6B
$432 Million 0.47% of portfolio
1,361
Q4 2024 New
$280B
$429 Million 0.47% of portfolio
6,952
Q1 2025 Reduced 16.7%
$530B
$423 Million 0.46% of portfolio
771
Q1 2025 Added 8.74%
$241B
$421 Million 0.46% of portfolio
772
Q1 2025 Added 7.22%
$182B
$411 Million 0.45% of portfolio
829
Q1 2025 Reduced 48.95%
$4.84B
$404 Million 0.44% of portfolio
49,200
Q1 2025 New
$260B
$407 Million 0.44% of portfolio
1,517
Q1 2025 Added 11.87%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $91.8 Billion
  • Prior Value $99.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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