4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025

4 Wealth Advisors, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.4 Billion distributed in 132 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 $4.46B, J P Morgan Exchange Traded Fd with a value of $3.79B, Nvidia Corp with a value of $3.17B, Vanguard with a value of $2.86B, and Vanguard Intermediate Term Cor with a value of $2.62B.

Examining the 13F form we can see an increase of $6.68B in the current position value, from $91.8B to 98.4B.

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 $98.4 Billion
ETFs: $44.6 Billion
Technology: $13.9 Billion
Consumer Cyclical: $7.66 Billion
Financial Services: $5.79 Billion
Communication Services: $4.21 Billion
Industrials: $4.2 Billion
Consumer Defensive: $3.85 Billion
Healthcare: $3.78 Billion
Other: $4.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.46 Billion 4.53% of portfolio
149,895
Q2 2025 Added 2.71%
$0
$3.79 Billion 3.85% of portfolio
66,746
Q2 2025 Added 0.52%
$444B
$3.17 Billion 3.22% of portfolio
20,079
Q2 2025 Added 1.57%
$0
$2.86 Billion 2.91% of portfolio
48,698
Q2 2025 Added 3.06%
$0
$2.62 Billion 2.66% of portfolio
31,545
Q2 2025 Added 2.31%
$0
$2.6 Billion 2.64% of portfolio
47,863
Q2 2025 Added 0.84%
$0
$2.51 Billion 2.55% of portfolio
109,053
Q2 2025 Reduced 1.91%
$3.26T
$2.26 Billion 2.3% of portfolio
11,020
Q2 2025 Reduced 1.97%
$0
$2.27 Billion 2.3% of portfolio
28,518
Q2 2025 Added 2.96%
$3.93T
$2.19 Billion 2.22% of portfolio
4,398
Q2 2025 Reduced 2.5%
$0
$1.91 Billion 1.94% of portfolio
18,957
Q2 2025 Added 0.57%
$0
$1.68 Billion 1.7% of portfolio
16,652
Q2 2025 Added 4.64%
$0
$1.66 Billion 1.69% of portfolio
32,773
Q2 2025 Added 8.33%
$0
$1.55 Billion 1.57% of portfolio
17,535
Q2 2025 Reduced 15.28%
$2.18T
$1.5 Billion 1.53% of portfolio
6,843
Q2 2025 Added 9.63%
$446B
$1.36 Billion 1.38% of portfolio
8,905
Q2 2025 Reduced 0.57%
$1.72T
$1.31 Billion 1.33% of portfolio
1,776
Q2 2025 Added 15.63%
$270B
$1.26 Billion 1.28% of portfolio
12,858
Q2 2025 Reduced 9.0%
$0
$1.22 Billion 1.24% of portfolio
9,022
Q2 2025 Added 7.2%
$0
$1.17 Billion 1.19% of portfolio
2,119
Q2 2025 Added 12.18%
$0
$1.13 Billion 1.15% of portfolio
1,986
Q2 2025 Added 18.78%
$0
$1.04 Billion 1.06% of portfolio
21,605
Q2 2025 Added 9.22%
$1.19T
$1 Billion 1.02% of portfolio
5,658
Q2 2025 Added 0.62%
$611B
$977 Million 0.99% of portfolio
2,012
Q2 2025 Reduced 23.61%
$975B
$957 Million 0.97% of portfolio
3,014
Q2 2025 Added 0.7%
$220B
$937 Million 0.95% of portfolio
3,206
Q2 2025 Reduced 0.5%
$0
$851 Million 0.86% of portfolio
5,769
Q2 2025 Added 2.21%
$28.4B
$831 Million 0.84% of portfolio
20,194
Q2 2025 Added 1.05%
$0
$801 Million 0.81% of portfolio
15,383
Q2 2025 Reduced 23.47%
$119B
$787 Million 0.8% of portfolio
2,853
Q2 2025 Added 0.21%
$134B
$792 Million 0.8% of portfolio
3,779
Q2 2025 Reduced 38.65%
$300B
$773 Million 0.78% of portfolio
5,396
Q2 2025 Reduced 13.18%
$154B
$754 Million 0.77% of portfolio
4,117
Q2 2025 Reduced 0.77%
$0
$755 Million 0.77% of portfolio
2,726
Q2 2025 Added 7.83%
$0
$751 Million 0.76% of portfolio
1,712
Q2 2025 Added 13.38%
$0
$736 Million 0.75% of portfolio
7,724
Q2 2025 Added 0.88%
$229B
$723 Million 0.73% of portfolio
5,319
Q2 2025 Reduced 0.69%
$0
$719 Million 0.73% of portfolio
8,882
Q2 2025 Added 1.55%
$165B
$714 Million 0.73% of portfolio
4,486
Q2 2025 Reduced 1.84%
$281B
$705 Million 0.72% of portfolio
4,969
Q2 2025 Reduced 3.42%
-
$686 Million 0.7% of portfolio
-
Q2 2025 New
$0
$687 Million 0.7% of portfolio
8,099
Q2 2025 Added 34.05%
$225B
$681 Million 0.69% of portfolio
2,310
Q2 2025 Reduced 0.99%
$0
$655 Million 0.67% of portfolio
13,369
Q2 2025 Added 3.64%
$0
$664 Million 0.67% of portfolio
12,693
Q2 2025 Added 0.74%
$0
$647 Million 0.66% of portfolio
8,117
Q2 2025 Added 3.09%
$855B
$654 Million 0.66% of portfolio
2,256
Q2 2025 Reduced 1.7%
$19.6B
$638 Million 0.65% of portfolio
1,305
Q2 2025 Reduced 4.11%
$2.85B
$642 Million 0.65% of portfolio
61,957
Q2 2025 Reduced 3.11%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $98.4 Billion
  • Prior Value $91.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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