4 Wealth Advisors, Inc. Purchases in Q1 2025

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.49K
+ 45.64%
$85.29 - $92.57 $553K - $600K
20.7K $1.88B
CVX
Chevron Corp

Energy
3.23K
+ 108.0%
$146.71 - $167.97 $473K - $542K
6.22K $1.04B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.4K
+ 60.86%
$50.48 - $51.04 $578K - $584K
30.3K $1.53B
DG
Dollar General Corp

Consumer Defensive
6.54K
New
$68.44 - $87.93 $447K - $575K
6.54K $575M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.08K
+ 180.07%
$507.05 - $563.67 $545K - $606K
1.67K $859M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.19K
New
$378.71 - $442.54 $452K - $528K
1.19K $518M
CLF
Cleveland Cliffs Inc.

Basic Materials
49.2K
New
$8.22 - $12.02 $404K - $591K
49.2K $404M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.19K
+ 15.71%
$79.17 - $82.04 $331K - $343K
30.8K $2.52B
JBBB
Janus Detroit Str Tr Henderson

ETFs
7.09K
+ 55.92%
$48.34 - $49.66 $343K - $352K
19.8K $963M
INTC
Intel Corp

Technology
12K
+ 82.79%
$19.1 - $27.39 $230K - $330K
26.6K $604M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
193
+ 7.91%
$442.66 - $534.52 $85.4K - $103K
2.63K $1.4B
HAS
Hasbro, Inc.

Consumer Cyclical
4.13K
New
$56.16 - $69.06 $232K - $285K
4.13K $254M
PTLO
Portillo'S Inc.

Consumer Cyclical
13.8K
+ 46.36%
$9.2 - $15.39 $127K - $212K
43.5K $518M
AN
Autonation, Inc.

Consumer Cyclical
1.44K
New
$156.67 - $195.15 $225K - $280K
1.44K $233M
CCL
Carnival Corp

Consumer Cyclical
11.6K
New
$19.08 - $28.49 $221K - $331K
11.6K $227M
Super Micro Computer Inc
6.37K
New
N/A
6.37K $218M
VITL
Vital Farms, Inc.

Consumer Defensive
7.08K
New
$29.32 - $45.12 $208K - $319K
7.08K $216M
VGSH
Vanguard

ETFs
2.95K
+ 6.65%
$58.07 - $58.69 $171K - $173K
47.3K $2.77B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.85K
+ 6.15%
$56.17 - $59.71 $216K - $230K
66.4K $3.79B
META
Meta Platforms, Inc.

Communication Services
289
+ 23.18%
$576.36 - $736.67 $167K - $213K
1.54K $885M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$5.57 - $7.6 $111K - $152K
20K $142M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.38K
+ 5.26%
$77.7 - $78.94 $108K - $109K
27.7K $2.19B
ABT
Abbott Laboratories

Healthcare
253
+ 4.96%
$111.1 - $140.22 $28.1K - $35.5K
5.36K $710M
MCD
Mcdonalds Corp

Consumer Cyclical
164
+ 5.36%
$279.74 - $321.29 $45.9K - $52.7K
3.22K $1.01B
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
10.9K
+ 20.61%
$8.17 - $10.63 $89.3K - $116K
63.9K $591M
BA
Boeing CO

Industrials
852
+ 16.05%
$148.15 - $186.25 $126K - $159K
6.16K $1.05B
TRV
Travelers Companies, Inc.

Financial Services
272
+ 18.99%
$232.43 - $265.13 $63.2K - $72.1K
1.7K $451M
AMD
Advanced Micro Devices Inc

Technology
1.64K
+ 46.58%
$96.63 - $129.55 $158K - $212K
5.15K $529M
INTU
Intuit Inc

Technology
178
+ 31.01%
$555.63 - $630.23 $98.9K - $112K
752 $462M
FVD
First Tr Value Line Divid Inde

ETFs
1.88K
+ 15.88%
$42.61 - $45.51 $79.9K - $85.4K
13.7K $610M
GOOG
Alphabet Inc.

Communication Services
1.46K
+ 34.94%
$156.06 - $207.71 $227K - $302K
5.62K $879M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
404
+ 2.6%
$97.38 - $104.52 $39.3K - $42.2K
15.9K $1.63B
QCOM
Qualcomm Inc

Technology
479
+ 11.71%
$151.94 - $175.86 $72.8K - $84.2K
4.57K $702M
HON
Honeywell International Inc

Industrials
459
+ 27.18%
$202.75 - $226.52 $93.1K - $104K
2.15K $455M
CAT
Caterpillar Inc

Industrials
323
+ 29.96%
$326.75 - $407.63 $106K - $132K
1.4K $462M
PG
Procter & Gamble CO

Consumer Defensive
329
+ 10.33%
$158.56 - $176.26 $52.2K - $58K
3.51K $599M
PFE
Pfizer Inc

Healthcare
2.78K
+ 25.95%
$25.01 - $27.13 $69.5K - $75.4K
13.5K $342M
MA
Mastercard Inc

Financial Services
62
+ 8.74%
$504.67 - $576.31 $31.3K - $35.7K
771 $423M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
905
+ 10.4%
$37.07 - $40.63 $33.5K - $36.8K
9.6K $378M
XLU
Utilities Sector Spdr

ETFs
369
+ 7.83%
$74.7 - $80.27 $27.6K - $29.6K
5.08K $401M
ORCL
Oracle Corp

Technology
669
+ 35.95%
$139.81 - $186.47 $93.5K - $125K
2.53K $354M
FDX
Fedex Corp

Industrials
340
+ 29.13%
$230.33 - $281.53 $78.3K - $95.7K
1.51K $367M
HD
Home Depot, Inc.

Consumer Cyclical
189
+ 13.89%
$347.25 - $424.87 $65.6K - $80.3K
1.55K $568M
NKE
Nike, Inc.

Consumer Cyclical
1.42K
+ 32.0%
$63.29 - $81.72 $90.1K - $116K
5.87K $373M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
303
+ 25.74%
$314.47 - $431.35 $95.3K - $131K
1.48K $542M
QQQ
Invesco Qqq Trust, Series 1

ETFs
213
+ 12.71%
$468.34 - $539.52 $99.8K - $115K
1.89K $886M
COP
Conocophillips

Energy
65
+ 1.96%
$88.6 - $105.85 $5.76K - $6.88K
3.37K $354M
VUG
Vanguard Growth ETF

ETFs
206
+ 15.8%
$369.1 - $427.61 $76K - $88.1K
1.51K $560M
PSA
Public Storage

Real Estate
69
+ 7.23%
$288.99 - $313.98 $19.9K - $21.7K
1.02K $306M
Activity Summary
Buys All Purchases 68 New Holdings 10 Increased Positions 58 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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