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 Market Cap. of $200 Billions or more
