4 Wealth Advisors, Inc. Purchases and Sells in Q3 2025

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.16K + 58.16%	$567.77 - $614.76 $656K - $710K	3.14K $1.92B
AAPL	573 + 5.2%	$202.38 - $256.87 $116K - $147K	11.6K $2.95B
JEPI	10.4K + 15.53%	$55.61 - $57.37 $576K - $595K	77.1K $4.4B
GOOG	606 + 10.71%	$175.16 - $255.24 $106K - $155K	6.26K $1.53B
SPLG	5.11K + 58.34%	$72.65 - $78.68 $371K - $402K	13.9K $1.09B
JEPQ	5.18K + 10.82%	$53.81 - $57.52 $279K - $298K	53K $3.05B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JBS N.V.	39K New	N/A	39K $583M
OSBC	33.6K New	$16.56 - $19.08 $556K - $640K	33.6K $580M
PPI	29K New	$16.28 - $18.33 $473K - $532K	29K $532M
IXUS	6.38K New	$76.35 - $82.58 $487K - $527K	6.38K $527M
UNP	1.33K New	$214.91 - $237.16 $286K - $316K	1.33K $315M
IBTM	11.5K New	$22.63 - $23.3 $260K - $268K	11.5K $266M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	-2.83K - 52.45%	$145.57 - $161.83 $412K - $458K	2.57K $398M
BA	-1.11K - 29.48%	$209.79 - $237.38 $234K - $264K	2.67K $575M
CAT	-679 - 48.81%	$390.92 - $477.15 $265K - $324K	712 $340M
ORCL	-1.12K - 45.25%	$218.96 - $328.33 $246K - $369K	1.36K $383M
MPRO	-8.58K - 5.73%	$29.57 - $30.83 $254K - $265K	141K $4.31B
AVGO	-820 - 28.74%	$264.74 - $369.57 $217K - $303K	2.03K $671M

Options

Puts

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	3K + 375.0%	$617.65 - $666.84 $1.85M - $2M	3.8K $2.53B
QQQ	-1K - 33.33%	$546.99 - $602.2 $547K - $602K	2K $1.2B

Activity Summary All Purchases 82 New Holdings 12 Increased Positions 70 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 2

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