4 Thought Financial Group Inc. Portfolio Holdings

4 Thought Financial Group Inc.

  • $157 Million
  • Q3 2024

4 Thought Financial Group Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Million distributed in 108 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 $47.3M, Ishares Core S&P 500 ETF with a value of $13.2M, Vanguard Mid Cap ETF with a value of $9.51M, Ishares Core S&P Sm Cap ETF with a value of $9.15M, and Vanguard Ftse Emerging Mkts Et with a value of $7.39M.

Examining the 13F form we can see an increase of $608K in the current position value, from $156M to 157M.

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

Portfolio value $157 Million
ETFs: $146 Million
Consumer Defensive: $417,000
Technology: $352,000
Consumer Cyclical: $126,000
Financial Services: $40,000
Industrials: $26,000
Communication Services: $13,000
Real Estate: $12,000
Other: $18,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.7M
$229,000 0.15% of portfolio
84,185
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $157 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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