4 Wealth Advisors, Inc. Purchases and Sells in Q1 2025

4 Wealth Advisors, Inc.

$91.8 Billion
Q1 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	6.49K + 45.64%	$85.29 - $92.57 $553K - $600K	20.7K $1.88B
CVX	3.23K + 108.0%	$146.71 - $167.97 $473K - $542K	6.22K $1.04B
JAAA	11.4K + 60.86%	$50.48 - $51.04 $578K - $584K	30.3K $1.53B
VOO	1.08K + 180.07%	$507.05 - $563.67 $545K - $606K	1.67K $859M
VCIT	4.19K + 15.71%	$79.17 - $82.04 $331K - $343K	30.8K $2.52B
JBBB	7.09K + 55.92%	$48.34 - $49.66 $343K - $352K	19.8K $963M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DG	6.54K New	$68.44 - $87.93 $447K - $575K	6.54K $575M
CASY	1.19K New	$378.71 - $442.54 $452K - $528K	1.19K $518M
CLF	49.2K New	$8.22 - $12.02 $404K - $591K	49.2K $404M
SPDN	26K New	$10.62 - $11.83 $276K - $307K	26K $301M
HAS	4.13K New	$56.16 - $69.06 $232K - $285K	4.13K $254M
AN	1.44K New	$156.67 - $195.15 $225K - $280K	1.44K $233M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-12.3K - 75.47%	$95.85 - $99.25 $1.18M - $1.23M	4.01K $397M
BIL	-12.1K - 78.86%	$91.45 - $91.75 $1.1M - $1.11M	3.24K $297M
FLUENT INC	-212K - 92.59%	N/A	16.9K $36.9M
VTEB	-8.88K - 40.77%	$49.25 - $50.66 $437K - $450K	12.9K $640M
ISRG	-795 - 48.95%	$476.63 - $610.45 $379K - $485K	829 $411M
BORR	-88.2K - 89.4%	$2.13 - $4.06 $188K - $358K	10.5K $22.9M

Options

Puts

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	600 + 60.0%	$468.34 - $539.52 $281K - $324K	1.6K $750M
SPY	-1.4K - 53.85%	$551.42 - $612.93 $772K - $858K	1.2K $671M

Activity Summary All Purchases 68 New Holdings 10 Increased Positions 58 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 2

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.