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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$636 Million 0.65% of portfolio
8,754
Q2 2025 Added 19.1%
$0
$624 Million 0.63% of portfolio
13,956
Q2 2025 Added 1.97%
$195B
$620 Million 0.63% of portfolio
4,693
Q2 2025 Added 1.71%
$10.7B
$609 Million 0.62% of portfolio
9,296
Q2 2025 Reduced 2.23%
$102B
$588 Million 0.6% of portfolio
26,236
Q2 2025 Reduced 1.32%
$187B
$581 Million 0.59% of portfolio
738
Q2 2025 Reduced 1.86%
$5.82B
$575 Million 0.58% of portfolio
75,716
Q2 2025 Added 53.89%
$380B
$557 Million 0.57% of portfolio
3,493
Q2 2025 Reduced 0.57%
$427B
$566 Million 0.57% of portfolio
1,544
Q2 2025 Reduced 0.39%
$27B
$557 Million 0.57% of portfolio
13,254
Q2 2025 New
$390B
$554 Million 0.56% of portfolio
2,984
Q2 2025 Reduced 0.43%
$813B
$543 Million 0.55% of portfolio
2,484
Q2 2025 Reduced 1.82%
$238B
$540 Million 0.55% of portfolio
1,391
Q2 2025 Reduced 0.71%
$271B
$515 Million 0.52% of portfolio
727
Q2 2025 Reduced 5.83%
$722B
$510 Million 0.52% of portfolio
654
Q2 2025 Added 0.77%
$0
$500 Million 0.51% of portfolio
6,008
Q2 2025 Added 1.54%
$1.5T
$488 Million 0.5% of portfolio
2,768
Q2 2025 Reduced 1.35%
$58.5B
$489 Million 0.5% of portfolio
7,846
Q2 2025 Reduced 16.69%
$142B
$495 Million 0.5% of portfolio
2,126
Q2 2025 Reduced 1.02%
$85.8B
$478 Million 0.49% of portfolio
3,141
Q2 2025 Reduced 6.82%
$278B
$477 Million 0.48% of portfolio
6,881
Q2 2025 Reduced 1.02%
$64.5B
$450 Million 0.46% of portfolio
1,682
Q2 2025 Reduced 1.29%
$0
$446 Million 0.45% of portfolio
10,427
Q2 2025 Added 8.58%
$0
$433 Million 0.44% of portfolio
5,300
Q2 2025 Added 4.29%
$571B
$426 Million 0.43% of portfolio
758
Q2 2025 Reduced 1.69%
$480B
$425 Million 0.43% of portfolio
3,942
Q2 2025 Reduced 0.2%
$0
$419 Million 0.43% of portfolio
10,361
Q2 2025 Added 11.65%
$0
$413 Million 0.42% of portfolio
12,286
Q2 2025 Reduced 5.83%
$91.1B
$413 Million 0.42% of portfolio
5,816
Q2 2025 Reduced 0.92%
$242B
$411 Million 0.42% of portfolio
1,509
Q2 2025 Reduced 0.53%
$298B
$393 Million 0.4% of portfolio
1,649
Q2 2025 Reduced 1.38%
$0
$397 Million 0.4% of portfolio
4,003
Q2 2025 Reduced 0.25%
$20B
$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%
$3.56B
$377 Million 0.38% of portfolio
9,636
Q2 2025 Reduced 8.29%
$89.3B
$362 Million 0.37% of portfolio
1,242
Q2 2025 Added 0.16%
$99.8B
$366 Million 0.37% of portfolio
3,983
Q2 2025 Reduced 0.87%
$212B
$354 Million 0.36% of portfolio
2,854
Q2 2025 Reduced 50.31%
$547B
$351 Million 0.36% of portfolio
262
Q1 2025 Reduced 21.32%
$426B
$339 Million 0.34% of portfolio
343
Q2 2025 New
$58.8B
$338 Million 0.34% of portfolio
1,487
Q2 2025 Reduced 1.33%
$135B
$324 Million 0.33% of portfolio
13,369
Q2 2025 Reduced 0.9%
$40.9B
$323 Million 0.33% of portfolio
3,277
Q2 2025 New
$34.7B
$320 Million 0.33% of portfolio
11,389
Q2 2025 Reduced 1.86%
$46B
$312 Million 0.32% of portfolio
28,742
Q2 2025 New
$106B
$312 Million 0.32% of portfolio
966
Q2 2025 New
$119B
$302 Million 0.31% of portfolio
3,366
Q2 2025 Reduced 0.24%
$320B
$310 Million 0.31% of portfolio
994
Q2 2025 Added 54.35%
$138B
$305 Million 0.31% of portfolio
4,398
Q2 2025 Reduced 0.86%

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
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