4 Wealth Advisors, Inc. Reduced Holdings in Q3 2025

4 Wealth Advisors, Inc.

  • $112 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-2.83K
- 52.45%
$145.57 - $161.83 $412K - $458K
2.57K $398M
BA
Boeing CO

Industrials
-1.11K
- 29.48%
$209.79 - $237.38 $234K - $264K
2.67K $575M
CAT
Caterpillar Inc

Industrials
-679
- 48.81%
$390.92 - $477.15 $265K - $324K
712 $340M
ORCL
Oracle Corp

Technology
-1.12K
- 45.25%
$218.96 - $328.33 $246K - $369K
1.36K $383M
MPRO
Northern Lts Fd Tr Iv Monarch
-8.58K
- 5.73%
$29.57 - $30.83 $254K - $265K
141K $4.31B
AVGO
Broadcom Inc.

Technology
-820
- 28.74%
$264.74 - $369.57 $217K - $303K
2.03K $671M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.29K
- 4.85%
$22.64 - $23.22 $120K - $123K
104K $2.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-738
- 3.89%
$100.37 - $100.74 $74.1K - $74.3K
18.2K $1.83B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.22K
- 18.06%
$33.26 - $34.01 $73.8K - $75.5K
10.1K $341M
V
Visa Inc.

Financial Services
-4
- 0.11%
$332.09 - $358.86 $1.33K - $1.44K
3.76K $1.28B
DIS
Walt Disney CO

Communication Services
-73
- 2.56%
$112.25 - $124.0 $8.19K - $9.05K
2.78K $318M
XLI
Industrial Sector Spdr

ETFs
-440
- 7.63%
$147.94 - $154.99 $65.1K - $68.2K
5.33K $822M
XLP
Consumer Staples Sector Spdr

ETFs
-43
- 0.48%
N/A
8.84K $693M
TUA
Simpl Exch Traded Fds Sht Term
-761
- 2.44%
N/A
30.4K $664M
META
Meta Platforms, Inc.

Communication Services
-18
- 1.01%
$695.21 - $791.73 $12.5K - $14.3K
1.76K $1.29B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-565
- 3.39%
$101.12 - $106.18 $57.1K - $60K
16.1K $1.66B
ABT
Abbott Laboratories

Healthcare
-40
- 0.75%
$120.51 - $136.62 $4.82K - $5.46K
5.28K $707M
CCL
Carnival Corp

Consumer Cyclical
-824
- 7.24%
$28.37 - $32.49 $23.4K - $26.8K
10.6K $305M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-104
- 2.6%
$97.75 - $100.75 $10.2K - $10.5K
3.9K $391M
XLU
Utilities Sector Spdr

ETFs
-407
- 7.68%
$81.14 - $87.32 $33K - $35.5K
4.89K $427M
GLD
Spdr Gold Trust

ETFs
-102
- 17.09%
$300.96 - $355.47 $30.7K - $36.3K
495 $176M
DWM
Wisdomtree Tr

ETFs
-91
- 2.64%
$62.79 - $66.96 $5.71K - $6.09K
3.35K $222M
Fluent Inc
-250
- 1.33%
N/A
18.5K $41.2M
HAS
Hasbro, Inc.

Consumer Cyclical
-36
- 0.89%
$73.92 - $81.85 $2.66K - $2.95K
4.02K $305M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-150
- 2.5%
$81.75 - $88.12 $12.3K - $13.2K
5.86K $507M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-328
- 3.17%
$39.8 - $42.86 $13.1K - $14.1K
10K $429M
GD
General Dynamics Corp

Industrials
-150
- 12.08%
$293.92 - $341.0 $44.1K - $51.2K
1.09K $372M
XLV
Select Sector Spdr Fund Health

ETFs
-209
- 2.32%
$129.01 - $139.72 $27K - $29.2K
8.81K $1.23B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-17
- 0.73%
$87.69 - $96.0 $1.49K - $1.63K
2.32K $219M
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 3.59%
$617.65 - $666.84 $11.1K - $12K
483 $322M
F
Ford Motor CO

Consumer Cyclical
-655
- 2.28%
$10.82 - $12.09 $7.09K - $7.92K
28.1K $336M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-241
- 1.9%
$52.12 - $55.33 $12.6K - $13.3K
12.5K $689M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-338
- 3.24%
$42.67 - $46.91 $14.4K - $15.9K
10.1K $472M
GS
Goldman Sachs Group Inc

Financial Services
-37
- 5.09%
$696.56 - $806.32 $25.8K - $29.8K
690 $550M
AMD
Advanced Micro Devices Inc

Technology
-343
- 6.9%
$134.8 - $184.42 $46.2K - $63.3K
4.63K $748M
VUG
Vanguard Growth ETF

ETFs
-52
- 3.04%
$433.97 - $484.08 $22.6K - $25.2K
1.66K $796M
SPYG
Spdr Portfolio

ETFs
-203
- 2.63%
$94.33 - $105.31 $19.1K - $21.4K
7.52K $786M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-250
- 1.99%
$30.06 - $36.69 $7.52K - $9.17K
12.3K $451M
GLDM
World Gold Trust

ETFs
-8
- 0.09%
$64.73 - $76.45 $518 - $612
9.29K $710M
STNG
Scorpio Tankers Inc.

Energy
-817
- 8.48%
$39.9 - $60.85 $32.6K - $49.7K
8.82K $494M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.17K
- 14.09%
$50.79 - $76.4 $110K - $166K
13.2K $1.01B
INTC
Intel Corp

Technology
-174
- 0.66%
$19.31 - $35.5 $3.36K - $6.18K
26.1K $874M
TSLA
Tesla, Inc.

Consumer Cyclical
-66
- 2.19%
$293.94 - $444.72 $19.4K - $29.4K
2.95K $1.31B
NVDA
Nvidia Corp

Technology
-825
- 4.11%
$153.3 - $186.58 $126K - $154K
19.3K $3.59B
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
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