4 Wealth Advisors, Inc. Reduced Holdings in Q2 2025

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-622
- 23.61%
$483.48 - $539.8 $301K - $336K
2.01K $977M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.16K
- 15.28%
$83.97 - $92.85 $266K - $294K
17.5K $1.55B
CVX
Chevron Corp

Energy
-819
- 13.18%
$133.73 - $168.51 $110K - $138K
5.4K $773M
BA
Boeing CO

Industrials
-2.38K
- 38.65%
$136.59 - $217.51 $325K - $518K
3.78K $792M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-869
- 58.72%
$328.01 - $475.68 $285K - $413K
611 $286M
CASY
Caseys General Stores Inc

Consumer Cyclical
-663
- 55.53%
$415.82 - $510.91 $276K - $339K
531 $271M
AAPL
Apple Inc.

Technology
-221
- 1.97%
$172.42 - $223.89 $38.1K - $49.5K
11K $2.26B
DIS
Walt Disney CO

Communication Services
-2.89K
- 50.31%
$81.72 - $124.01 $236K - $358K
2.85K $354M
JNJ
Johnson & Johnson

Healthcare
-51
- 0.57%
$146.36 - $159.82 $7.46K - $8.15K
8.91K $1.36B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.72K
- 23.47%
$41.45 - $54.46 $196K - $257K
15.4K $801M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.5%
$285.55 - $321.23 $4.57K - $5.14K
3.21K $937M
IAU
Ishares Gold Trust

ETFs
-1.57K
- 16.69%
$56.1 - $64.74 $88.2K - $102K
7.85K $489M
TMUS
T Mobile Us, Inc.

Communication Services
-23
- 1.38%
$220.99 - $268.54 $5.08K - $6.18K
1.65K $393M
COP
Conocophillips

Energy
-8
- 0.24%
$82.66 - $106.1 $661 - $849
3.37K $302M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.13K
- 1.91%
$22.54 - $23.17 $48K - $49.3K
109K $2.51B
XOM
Exxon Mobil Corp

Energy
-8
- 0.2%
$99.93 - $119.04 $799 - $952
3.94K $425M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.57%
$157.66 - $172.39 $3.15K - $3.45K
3.49K $557M
FDX
Fedex Corp

Industrials
-20
- 1.33%
$198.07 - $245.17 $3.96K - $4.9K
1.49K $338M
PTLO
Portillo'S Inc.

Consumer Cyclical
-1.36K
- 3.13%
$10.34 - $13.35 $14.1K - $18.2K
42.2K $492M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-761
- 5.83%
$32.62 - $33.58 $24.8K - $25.6K
12.3K $413M
STNG
Scorpio Tankers Inc.

Energy
-871
- 8.29%
$31.86 - $44.3 $27.8K - $38.6K
9.64K $377M
PFE
Pfizer Inc

Healthcare
-121
- 0.9%
$21.59 - $24.84 $2.61K - $3.01K
13.4K $324M
MMM
3 M CO

Industrials
-230
- 6.82%
$126.09 - $154.15 $29K - $35.5K
3.14K $478M
INTC
Intel Corp

Technology
-352
- 1.32%
$18.13 - $22.69 $6.38K - $7.99K
26.2K $588M
SPG
Simon Property Group Inc

Real Estate
-16
- 0.86%
$140.37 - $171.44 $2.25K - $2.74K
1.85K $297M
PSA
Public Storage

Real Estate
-15
- 1.46%
$266.31 - $309.77 $3.99K - $4.65K
1.01K $296M
NEE
Nextera Energy Inc

Utilities
-38
- 0.86%
$64.11 - $75.0 $2.44K - $2.85K
4.4K $305M
HSY
Hershey CO

Consumer Defensive
-3
- 0.19%
$151.29 - $173.13 $454 - $519
1.57K $261M
SO
Southern CO

Utilities
-35
- 0.87%
$84.91 - $92.56 $2.97K - $3.24K
3.98K $366M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.39%
$335.24 - $380.78 $2.01K - $2.28K
1.54K $566M
TRV
Travelers Companies, Inc.

Financial Services
-22
- 1.29%
$233.83 - $276.34 $5.14K - $6.08K
1.68K $450M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
- 0.25%
$96.84 - $99.46 $968 - $995
4K $397M
BAC
Bank Of America Corp

Financial Services
-611
- 11.56%
$34.39 - $47.46 $21K - $29K
4.68K $221M
MA
Mastercard Inc

Financial Services
-13
- 1.69%
$479.92 - $590.74 $6.24K - $7.68K
758 $426M
CRM
Salesforce, Inc.

Technology
-8
- 0.53%
$236.26 - $291.15 $1.89K - $2.33K
1.51K $411M
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 6.0%
$496.48 - $617.85 $15.9K - $19.8K
501 $309M
QCOM
Qualcomm Inc

Technology
-84
- 1.84%
$124.66 - $159.48 $10.5K - $13.4K
4.49K $714M
ABT
Abbott Laboratories

Healthcare
-37
- 0.69%
$123.95 - $138.08 $4.59K - $5.11K
5.32K $723M
WMT
Walmart Inc.

Consumer Defensive
-1.27K
- 9.0%
$81.79 - $99.98 $104K - $127K
12.9K $1.26B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-25
- 0.2%
$26.18 - $30.91 $655 - $773
12.6K $378M
GLDM
World Gold Trust

ETFs
-212
- 2.23%
$58.96 - $67.97 $12.5K - $14.4K
9.3K $609M
VMC
Vulcan Materials CO

Basic Materials
-15
- 1.27%
$226.49 - $276.01 $3.4K - $4.14K
1.17K $304M
HON
Honeywell International Inc

Industrials
-22
- 1.02%
$182.86 - $232.88 $4.02K - $5.12K
2.13K $495M
NKE
Nike, Inc.

Consumer Cyclical
-54
- 0.92%
$53.27 - $72.04 $2.88K - $3.89K
5.82K $413M
HAS
Hasbro, Inc.

Consumer Cyclical
-74
- 1.79%
$50.71 - $73.82 $3.75K - $5.46K
4.05K $299M
CSCO
Cisco Systems, Inc.

Technology
-71
- 1.02%
$53.19 - $69.38 $3.78K - $4.93K
6.88K $477M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-1.99K
- 3.11%
$8.48 - $11.94 $16.8K - $23.7K
62K $642M
GOOGL
Alphabet Inc.

Communication Services
-38
- 1.35%
$144.7 - $178.6 $5.5K - $6.79K
2.77K $488M
VITL
Vital Farms, Inc.

Consumer Defensive
-36
- 0.51%
$30.52 - $38.52 $1.1K - $1.39K
7.04K $271M
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
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