4 Wealth Advisors, Inc. Incresed Positions in Q2 2025

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
311
+ 1.57%
$94.31 - $157.99 $29.3K - $49.1K
20.1K $3.17B
META
Meta Platforms, Inc.

Communication Services
240
+ 15.63%
$484.66 - $738.09 $116K - $177K
1.78K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
601
+ 9.63%
$167.32 - $223.3 $101K - $134K
6.84K $1.5B
AVGO
Broadcom Inc.

Technology
6
+ 0.21%
$146.29 - $275.65 $878 - $1.65K
2.85K $787M
QQQ
Invesco Qqq Trust, Series 1

ETFs
230
+ 12.18%
$416.06 - $551.64 $95.7K - $127K
2.12K $1.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
314
+ 18.78%
$456.74 - $568.03 $143K - $178K
1.99K $1.13B
MPRO
Northern Lts Fd Tr Iv Monarch
3.95K
+ 2.71%
$27.23 - $29.79 $108K - $118K
150K $4.46B
VUG
Vanguard Growth ETF

ETFs
202
+ 13.38%
$329.49 - $438.4 $66.6K - $88.6K
1.71K $751M
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 0.7%
$221.86 - $362.89 $4.66K - $7.62K
3.01K $957M
CLF
Cleveland Cliffs Inc.

Basic Materials
26.5K
+ 53.89%
$5.83 - $8.88 $155K - $235K
75.7K $575M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
400
+ 0.84%
$45.88 - $54.4 $18.4K - $21.8K
47.9K $2.6B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.52K
+ 8.33%
$49.79 - $50.75 $126K - $128K
32.8K $1.66B
GOOG
Alphabet Inc.

Communication Services
35
+ 0.62%
$146.58 - $180.01 $5.13K - $6.3K
5.66K $1B
XLE
Energy Sector Spdr

ETFs
2.06K
+ 34.05%
$76.44 - $94.13 $157K - $194K
8.1K $687M
SPYG
Spdr Portfolio

ETFs
67
+ 0.88%
$71.83 - $95.32 $4.81K - $6.39K
7.72K $736M
VBK
Vanguard Small Cap Growth ETF

ETFs
198
+ 7.83%
$219.76 - $276.94 $43.5K - $54.8K
2.73K $755M
XLI
Industrial Sector Spdr

ETFs
125
+ 2.21%
$116.42 - $147.52 $14.6K - $18.4K
5.77K $851M
VCIT
Vanguard Intermediate Term Cor

ETFs
712
+ 2.31%
$79.56 - $82.92 $56.6K - $59K
31.5K $2.62B
VGSH
Vanguard

ETFs
1.44K
+ 3.06%
$58.32 - $58.95 $84.2K - $85.1K
48.7K $2.86B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.08K
+ 11.65%
$32.66 - $40.75 $35.3K - $44.1K
10.4K $419M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
821
+ 2.96%
$77.94 - $79.5 $64K - $65.3K
28.5K $2.27B
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.82K
+ 9.22%
$46.79 - $48.56 $85.3K - $88.6K
21.6K $1.04B
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
91
+ 1.54%
$62.35 - $83.2 $5.67K - $7.57K
6.01K $500M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
824
+ 8.58%
$34.72 - $42.74 $28.6K - $35.2K
10.4K $446M
AN
Autonation, Inc.

Consumer Cyclical
2
+ 0.14%
$155.71 - $201.03 $311 - $402
1.44K $286M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
738
+ 4.64%
$90.85 - $102.31 $67K - $75.5K
16.7K $1.68B
FITB
Fifth Third Bancorp

Financial Services
209
+ 1.05%
$33.32 - $41.51 $6.96K - $8.68K
20.2K $831M
XLU
Utilities Sector Spdr

ETFs
218
+ 4.29%
$73.09 - $82.77 $15.9K - $18K
5.3K $433M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
243
+ 3.09%
$67.03 - $80.35 $16.3K - $19.5K
8.12K $647M
GD
General Dynamics Corp

Industrials
2
+ 0.16%
$247.68 - $291.66 $495 - $583
1.24K $362M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
93
+ 0.74%
$45.11 - $52.34 $4.2K - $4.87K
12.7K $664M
V
Visa Inc.

Financial Services
3
+ 0.08%
$308.27 - $373.31 $925 - $1.12K
3.76K $1.34B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
470
+ 3.64%
$48.13 - $49.85 $22.6K - $23.4K
13.4K $655M
FVD
First Tr Value Line Divid Inde

ETFs
270
+ 1.97%
$40.62 - $45.12 $11K - $12.2K
14K $624M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
107
+ 0.57%
$100.35 - $100.71 $10.7K - $10.8K
19K $1.91B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
79
+ 2.44%
$91.43 - $91.74 $7.22K - $7.25K
3.32K $304M
T
At&T Inc.

Communication Services
3
+ 0.03%
$26.33 - $28.94 $79 - $86.8
10.7K $309M
XLP
Consumer Staples Sector Spdr

ETFs
136
+ 1.55%
N/A
8.88K $719M
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
265
+ 1.9%
$1.13 - $1.54 $299 - $408
14.2K $20.3M
Fluent Inc
1.85K
+ 10.92%
N/A
18.8K $37.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
346
+ 0.52%
$51.14 - $57.0 $17.7K - $19.7K
66.7K $3.79B
BORR
Borr Drilling LTD

Energy
1.65K
+ 15.77%
$1.61 - $2.29 $2.66K - $3.78K
12.1K $22.2M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.14%
$68.37 - $73.9 $273 - $296
2.88K $204M
XLV
Select Sector Spdr Fund Health

ETFs
606
+ 7.2%
$128.77 - $144.3 $78K - $87.4K
9.02K $1.22B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.77%
$713.71 - $898.95 $3.57K - $4.49K
654 $510M
UNH
Unitedhealth Group Inc

Healthcare
350
+ 54.35%
$274.35 - $599.47 $96K - $210K
994 $310M
PEP
Pepsico Inc

Consumer Defensive
79
+ 1.71%
$128.02 - $151.37 $10.1K - $12K
4.69K $620M
Activity Summary
Buys All Purchases 63 New Holdings 15 Increased Positions 48 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 3
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