4 Wealth Advisors, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.8 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Monarch with a value of $4.21B, J P Morgan Exchange Traded Fd with a value of $3.79B, Vanguard with a value of $2.77B, Ishares U.S. Treasury Bond ETF with a value of $2.56B, and Vanguard Intermediate Term Cor with a value of $2.52B.
Examining the 13F form we can see an decrease of $8.07B in the current position value, from $99.8B to 91.8B.
4 Wealth Advisors, Inc. is based out at Burr Ridge, IL
Below you can find more details about 4 Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$91.8 Billion
ETFs: $42.3 Billion
Technology: $11.5 Billion
Consumer Cyclical: $6.79 Billion
Financial Services: $5.94 Billion
Healthcare: $4.45 Billion
Consumer Defensive: $4.32 Billion
Communication Services: $3.76 Billion
Industrials: $3.6 Billion
Other: $4.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
