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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MPRO Northern Lts Fd Tr Iv Monarch	$0	$4.21 Billion 4.59% of portfolio	145,944	Q1 2025 Reduced 2.05%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.79 Billion 4.13% of portfolio	66,400	Q1 2025 Added 6.15%
VGSH Vanguard ETFs	$0	$2.77 Billion 3.02% of portfolio	47,254	Q1 2025 Added 6.65%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$2.56 Billion 2.78% of portfolio	111,182	Q1 2025 Reduced 3.42%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.52 Billion 2.75% of portfolio	30,833	Q1 2025 Added 15.71%
AAPL Apple Inc. Technology	$3.14T	$2.5 Billion 2.72% of portfolio	11,241	Q1 2025 Reduced 1.4%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.46 Billion 2.68% of portfolio	47,463	Q1 2025 Added 7.95%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.19 Billion 2.38% of portfolio	27,697	Q1 2025 Added 5.26%
NVDA Nvidia Corp Technology	$359B	$2.14 Billion 2.33% of portfolio	19,768	Q1 2025 Added 14.49%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.9 Billion 2.07% of portfolio	18,850	Q1 2025 Reduced 6.52%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.88 Billion 2.05% of portfolio	20,697	Q1 2025 Added 45.64%
MSFT Microsoft Corp Technology	$3.56T	$1.69 Billion 1.85% of portfolio	4,511	Q1 2025 Added 10.62%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.63 Billion 1.77% of portfolio	15,914	Q1 2025 Added 2.6%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.53 Billion 1.67% of portfolio	30,252	Q1 2025 Added 60.86%
JNJ Johnson & Johnson Healthcare	$398B	$1.49 Billion 1.62% of portfolio	8,956	Q1 2025 Reduced 19.55%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$648B	$1.4 Billion 1.53% of portfolio	2,634	Q1 2025 Added 7.91%
V Visa Inc. Financial Services	$585B	$1.32 Billion 1.44% of portfolio	3,761	Q1 2025 Reduced 13.8%
WMT Walmart Inc. Consumer Defensive	$256B	$1.24 Billion 1.35% of portfolio	14,130	Q1 2025 Reduced 7.68%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.23 Billion 1.34% of portfolio	8,416	Q1 2025 Reduced 16.94%
AMZN Amazon Com Inc Consumer Cyclical	$2.19T	$1.19 Billion 1.29% of portfolio	6,242	Q1 2025 Added 5.33%
BA Boeing CO Industrials	$119B	$1.05 Billion 1.14% of portfolio	6,160	Q1 2025 Added 16.05%
CVX Chevron Corp Energy	$291B	$1.04 Billion 1.13% of portfolio	6,215	Q1 2025 Added 108.0%
MCD Mcdonalds Corp Consumer Cyclical	$215B	$1.01 Billion 1.1% of portfolio	3,222	Q1 2025 Added 5.36%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$963 Million 1.05% of portfolio	19,781	Q1 2025 Added 55.92%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$924 Million 1.01% of portfolio	20,101	Q1 2025 Reduced 3.68%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$886 Million 0.97% of portfolio	1,889	Q1 2025 Added 12.71%
META Meta Platforms, Inc. Communication Services	$1.57T	$885 Million 0.96% of portfolio	1,536	Q1 2025 Added 23.18%
GOOG Alphabet Inc. Communication Services	$1.08T	$879 Million 0.96% of portfolio	5,623	Q1 2025 Added 34.94%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$859 Million 0.94% of portfolio	1,672	Q1 2025 Added 180.07%
TSLA Tesla, Inc. Consumer Cyclical	$999B	$776 Million 0.85% of portfolio	2,993	Q1 2025 Added 5.02%
FITB Fifth Third Bancorp Financial Services	$26.2B	$783 Million 0.85% of portfolio	19,985	Q1 2025 Added 0.84%
XLI Industrial Sector Spdr ETFs	$0	$740 Million 0.81% of portfolio	5,644	Q1 2025 Reduced 9.9%
XLP Consumer Staples Sector Spdr ETFs	$0	$714 Million 0.78% of portfolio	8,746	Q1 2025 Reduced 17.72%
QCOM Qualcomm Inc Technology	$173B	$702 Million 0.77% of portfolio	4,570	Q1 2025 Added 11.71%
ABT Abbott Laboratories Healthcare	$232B	$710 Million 0.77% of portfolio	5,356	Q1 2025 Added 4.96%
PEP Pepsico Inc Consumer Defensive	$178B	$692 Million 0.75% of portfolio	4,614	Q1 2025 Added 0.9%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$643 Million 0.7% of portfolio	12,600	Q1 2025 Reduced 7.48%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$640 Million 0.7% of portfolio	12,899	Q1 2025 Reduced 40.77%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$636 Million 0.69% of portfolio	2,528	Q1 2025 Added 14.18%
ABBV Abb Vie Inc. Healthcare	$328B	$628 Million 0.68% of portfolio	2,997	Q1 2025 Reduced 9.97%
FVD First Tr Value Line Divid Inde ETFs	$0	$610 Million 0.67% of portfolio	13,686	Q1 2025 Added 15.88%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$617 Million 0.67% of portfolio	7,874	Q1 2025 Added 12.55%
SPYG Spdr Portfolio ETFs	$0	$615 Million 0.67% of portfolio	7,657	Q1 2025 Reduced 6.62%
INTC Intel Corp Technology	$85.4B	$604 Million 0.66% of portfolio	26,588	Q1 2025 Added 82.79%
AMAT Applied Materials Inc Technology	$150B	$602 Million 0.66% of portfolio	4,149	Q1 2025 Added 10.38%
PG Procter & Gamble CO Consumer Defensive	$376B	$599 Million 0.65% of portfolio	3,513	Q1 2025 Added 10.33%
GT Goodyear Tire & Rubber CO Consumer Cyclical	$3.02B	$591 Million 0.64% of portfolio	63,944	Q1 2025 Added 20.61%
GLDM World Gold Trust ETFs	$9.85B	$588 Million 0.64% of portfolio	9,508	Q1 2025 Reduced 7.31%
IBM International Business Machines Corp Technology	$254B	$580 Million 0.63% of portfolio	2,333	Q1 2025 Reduced 1.77%
DG Dollar General Corp Consumer Defensive	$25.6B	$575 Million 0.63% of portfolio	6,535	Q1 2025 New

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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4 Wealth Advisors, Inc. Portfolio Holdings