4 Thought Financial Group Inc. Portfolio Holdings

4 Thought Financial Group Inc.

  • $178 Million
  • Q2 2025

4 Thought Financial Group Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $178 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $51.9M, Ishares Core S&P 500 ETF with a value of $22.2M, Vanguard Mid Cap ETF with a value of $11.5M, Ishares Core S&P Sm Cap ETF with a value of $11.4M, and Vanguard Ftse Emerging Mkts Et with a value of $7.9M.

Examining the 13F form we can see an increase of $25.7M in the current position value, from $152M to 178M.

Below you can find more details about 4 Thought Financial Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $167 Million
Consumer Defensive: $332,000
Technology: $241,000
Communication Services: $13,000
Energy: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21T
$13,000 0.01% of portfolio
74
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $178 Million
  • Prior Value $152 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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