4 Wealth Advisors, Inc. Incresed Positions in Q3 2025

4 Wealth Advisors, Inc.

  • $112 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 58.16%
$567.77 - $614.76 $656K - $710K
3.14K $1.92B
AAPL
Apple Inc.

Technology
573
+ 5.2%
$202.38 - $256.87 $116K - $147K
11.6K $2.95B
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 15.53%
$55.61 - $57.37 $576K - $595K
77.1K $4.4B
GOOG
Alphabet Inc.

Communication Services
606
+ 10.71%
$175.16 - $255.24 $106K - $155K
6.26K $1.53B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.11K
+ 58.34%
$72.65 - $78.68 $371K - $402K
13.9K $1.09B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.18K
+ 10.82%
$53.81 - $57.52 $279K - $298K
53K $3.05B
TGT
Target Corp

Consumer Defensive
4.71K
+ 143.58%
$86.56 - $107.43 $407K - $505K
7.98K $716M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.57K
+ 162.1%
$159.87 - $247.68 $410K - $636K
4.15K $738M
CLF
Cleveland Cliffs Inc.

Basic Materials
1.12K
+ 1.48%
$8.12 - $12.84 $9.08K - $14.4K
76.8K $937M
JNJ
Johnson & Johnson

Healthcare
206
+ 2.31%
$155.17 - $185.42 $32K - $38.2K
9.11K $1.69B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
437
+ 21.72%
$459.11 - $506.91 $201K - $222K
2.45K $1.23B
VGSH
Vanguard

ETFs
4.19K
+ 8.6%
$58.43 - $58.88 $245K - $247K
52.9K $3.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.34K
+ 13.34%
$85.01 - $90.35 $199K - $211K
19.9K $1.78B
ABBV
Abb Vie Inc.

Healthcare
265
+ 8.88%
$184.85 - $231.54 $49K - $61.4K
3.25K $752M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.3K
+ 8.07%
$78.96 - $80.04 $182K - $184K
30.8K $2.46B
HD
Home Depot, Inc.

Consumer Cyclical
300
+ 19.43%
$357.4 - $423.42 $107K - $127K
1.84K $747M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.63K
+ 5.18%
$81.75 - $84.54 $133K - $138K
33.2K $2.79B
XLE
Energy Sector Spdr

ETFs
1.48K
+ 18.29%
$84.25 - $91.99 $125K - $136K
9.58K $856M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 4.72%
$546.99 - $602.2 $54.7K - $60.2K
2.22K $1.33B
IAU
Ishares Gold Trust

ETFs
939
+ 11.97%
$61.62 - $72.77 $57.9K - $68.3K
8.79K $639M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
553
+ 6.81%
$79.39 - $90.39 $43.9K - $50K
8.67K $769M
WMT
Walmart Inc.

Consumer Defensive
477
+ 3.71%
$94.4 - $104.27 $45K - $49.7K
13.3K $1.37B
AMAT
Applied Materials Inc

Technology
53
+ 1.29%
$156.25 - $204.95 $8.28K - $10.9K
4.17K $854M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635
+ 29.37%
$108.46 - $120.63 $68.9K - $76.6K
2.8K $332M
FAST
Fastenal CO

Industrials
1
+ 0.01%
$42.47 - $50.39 $42.5 - $50.4
13.3K $650M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.81K
+ 5.53%
$50.53 - $50.82 $91.6K - $92.1K
34.6K $1.76B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.12K
+ 37.1%
$66.38 - $71.68 $74.6K - $80.6K
4.15K $296M
MCD
Mcdonalds Corp

Consumer Cyclical
172
+ 5.36%
$291.67 - $316.99 $50.2K - $54.5K
3.38K $1.03B
VBK
Vanguard Small Cap Growth ETF

ETFs
99
+ 3.63%
$276.51 - $305.12 $27.4K - $30.2K
2.83K $841M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.13K
+ 32.48%
$62.09 - $66.51 $69.9K - $74.8K
4.59K $299M
QCOM
Qualcomm Inc

Technology
306
+ 6.82%
$145.84 - $173.55 $44.6K - $53.1K
4.79K $797M
FITB
Fifth Third Bancorp

Financial Services
172
+ 0.85%
$40.91 - $46.28 $7.04K - $7.96K
20.4K $907M
SPG
Simon Property Group Inc

Real Estate
140
+ 7.58%
$159.93 - $187.67 $22.4K - $26.3K
1.99K $373M
VMC
Vulcan Materials CO

Basic Materials
51
+ 4.37%
$260.62 - $307.62 $13.3K - $15.7K
1.22K $375M
PEP
Pepsico Inc

Consumer Defensive
196
+ 4.18%
$133.81 - $152.16 $26.2K - $29.8K
4.89K $687M
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 0.8%
$282.78 - $316.06 $5.09K - $5.69K
2.27K $717M
COP
Conocophillips

Energy
473
+ 14.05%
$91.0 - $98.99 $43K - $46.8K
3.84K $363M
Ishares Bitcoin Trust ETF
704
+ 17.92%
N/A
4.63K $301M
XOM
Exxon Mobil Corp

Energy
362
+ 9.18%
$105.83 - $117.22 $38.3K - $42.4K
4.3K $485M
IBM
International Business Machines Corp

Technology
313
+ 13.55%
$234.77 - $292.47 $73.5K - $91.5K
2.62K $740M
TRV
Travelers Companies, Inc.

Financial Services
140
+ 8.32%
$250.62 - $279.43 $35.1K - $39.1K
1.82K $509M
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 14.37%
$226.02 - $259.01 $53.6K - $61.4K
1.89K $451M
UNH
Unitedhealth Group Inc

Healthcare
73
+ 7.34%
$237.77 - $353.61 $17.4K - $25.8K
1.07K $368M
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 3.65%
$211.65 - $238.24 $52.9K - $59.6K
7.09K $1.56B
PTLO
Portillo'S Inc.

Consumer Cyclical
42.7K
+ 101.2%
$6.06 - $12.32 $259K - $526K
84.9K $547M
PFE
Pfizer Inc

Healthcare
1.33K
+ 9.94%
$23.29 - $25.88 $31K - $34.4K
14.7K $375M
FVD
First Tr Value Line Divid Inde

ETFs
612
+ 4.39%
$44.73 - $46.86 $27.4K - $28.7K
14.6K $674M
NEE
Nextera Energy Inc

Utilities
299
+ 6.8%
$69.77 - $77.54 $20.9K - $23.2K
4.7K $355M
INTU
Intuit Inc

Technology
179
+ 24.25%
$646.03 - $807.39 $116K - $145K
917 $626M
Activity Summary
Buys All Purchases 82 New Holdings 12 Increased Positions 70 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email