4 Thought Financial Group Inc. Portfolio Holdings

4 Thought Financial Group Inc.

  • $152 Million
  • Q4 2024

4 Thought Financial Group Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 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 $48.8M, Ishares Core S&P 500 ETF with a value of $11.2M, Ishares Core S&P Sm Cap ETF with a value of $9.16M, Vanguard Mid Cap ETF with a value of $8.74M, and Vanguard Ftse Emerging Mkts Et with a value of $7.31M.

Examining the 13F form we can see an decrease of $5.02M in the current position value, from $157M 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: $142 Million
Technology: $343,000
Consumer Defensive: $290,000
Energy: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $152 Million
  • Prior Value $157 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track 4 Thought Financial Group Inc. Portfolio

Follow 4 Thought Financial Group 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 Thought Financial Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Thought Financial Group Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email