4 Thought Financial Group Inc. Portfolio Holdings

4 Thought Financial Group Inc.

  • $152 Million
  • Q1 2025

4 Thought Financial Group Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Million distributed in 89 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 $49.4M, Vanguard Mid Cap ETF with a value of $8.52M, Ishares Core S&P Sm Cap ETF with a value of $8.4M, Ishares Core S&P 500 ETF with a value of $7.98M, and Ishares Tr Msci Eafe ETF with a value of $7.16M.

Examining the 13F form we can see an increase of $385K in the current position value, from $152M to 152M.

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

Portfolio value $152 Million
ETFs: $141 Million
Consumer Defensive: $332,000
Technology: $218,000
Energy: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76M
$218,000 0.14% of portfolio
84,185
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $152 Million
  • Prior Value $152 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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