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 Trade History
$357B
$568 Million 0.62% of portfolio
1,550
Q1 2025 Added 13.89%
$0
$565 Million 0.62% of portfolio
6,042
Q1 2025 Reduced 1.45%
$215B
$567 Million 0.62% of portfolio
5,744
Q1 2025 Added 12.41%
$54.1B
$555 Million 0.61% of portfolio
9,418
Q1 2025 Reduced 0.49%
$0
$560 Million 0.61% of portfolio
1,510
Q1 2025 Added 15.8%
$791B
$563 Million 0.61% of portfolio
2,295
Q1 2025 Reduced 8.71%
$24.2B
$542 Million 0.59% of portfolio
1,480
Q1 2025 Added 25.74%
$205B
$529 Million 0.58% of portfolio
5,145
Q1 2025 Added 46.58%
$752B
$536 Million 0.58% of portfolio
649
Q1 2025 Reduced 7.02%
$18.9B
$518 Million 0.56% of portfolio
1,194
Q1 2025 New
$532M
$518 Million 0.56% of portfolio
43,542
Q1 2025 Added 46.36%
$6.62B
$508 Million 0.55% of portfolio
8,096
Q1 2025 Added 89.82%
$78.6B
$495 Million 0.54% of portfolio
3,371
Q1 2025 Reduced 0.85%
$0
$483 Million 0.53% of portfolio
7,350
Q1 2025 Reduced 15.06%
$101B
$477 Million 0.52% of portfolio
2,847
Q1 2025 Added 6.79%
$475B
$470 Million 0.51% of portfolio
3,950
Q1 2025 Reduced 16.98%
$189B
$462 Million 0.5% of portfolio
1,401
Q1 2025 Added 29.96%
$216B
$462 Million 0.5% of portfolio
752
Q1 2025 Added 31.01%
$275B
$446 Million 0.49% of portfolio
1,672
Q1 2025 Reduced 10.92%
$62B
$451 Million 0.49% of portfolio
1,704
Q1 2025 Added 18.99%
$993B
$434 Million 0.47% of portfolio
2,806
Q1 2025 Reduced 26.77%
$18B
$432 Million 0.47% of portfolio
1,361
Q4 2024 New
$0
$434 Million 0.47% of portfolio
13,047
Q1 2025 Reduced 45.24%
$0
$431 Million 0.47% of portfolio
5,917
Q1 2025 Reduced 0.7%
$268B
$429 Million 0.47% of portfolio
6,952
Q1 2025 Reduced 16.7%
$543B
$423 Million 0.46% of portfolio
771
Q1 2025 Added 8.74%
$213B
$421 Million 0.46% of portfolio
772
Q1 2025 Added 7.22%
$181B
$411 Million 0.45% of portfolio
829
Q1 2025 Reduced 48.95%
$0
$413 Million 0.45% of portfolio
14,786
Q1 2025 Reduced 19.51%
$0
$401 Million 0.44% of portfolio
5,082
Q1 2025 Added 7.83%
$3.77B
$404 Million 0.44% of portfolio
49,200
Q1 2025 New
$263B
$407 Million 0.44% of portfolio
1,517
Q1 2025 Added 11.87%
$0
$397 Million 0.43% of portfolio
4,013
Q1 2025 Reduced 75.47%
$2.45B
$395 Million 0.43% of portfolio
10,507
Q1 2025 Reduced 7.57%
$75.6B
$373 Million 0.41% of portfolio
5,870
Q1 2025 Added 32.0%
$0
$378 Million 0.41% of portfolio
9,603
Q1 2025 Added 10.4%
$57.9B
$367 Million 0.4% of portfolio
1,507
Q1 2025 Added 29.13%
$96.3B
$369 Million 0.4% of portfolio
4,018
Q1 2025 Reduced 5.06%
$122B
$354 Million 0.39% of portfolio
3,374
Q1 2025 Added 1.96%
$561B
$354 Million 0.39% of portfolio
2,530
Q1 2025 Added 35.95%
$0
$357 Million 0.39% of portfolio
12,575
Q1 2025 Reduced 5.63%
$27.2B
$340 Million 0.37% of portfolio
2,127
Q1 2025 Reduced 4.7%
$289B
$337 Million 0.37% of portfolio
644
Q1 2025 Added 2.06%
$77.2B
$338 Million 0.37% of portfolio
1,240
Q1 2025 Reduced 4.1%
$0
$338 Million 0.37% of portfolio
9,280
Q1 2025 Reduced 21.68%
$135B
$342 Million 0.37% of portfolio
13,490
Q1 2025 Added 25.95%
$141B
$314 Million 0.34% of portfolio
4,436
Q1 2025 Added 3.36%
$51.4B
$309 Million 0.34% of portfolio
1,863
Q1 2025 Reduced 3.07%
$51.5B
$306 Million 0.33% of portfolio
1,024
Q1 2025 Added 7.23%

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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