4 Wealth Advisors, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $4.4B, Northern Lts Fd Tr Iv Monarch with a value of $4.31B, Nvidia Corp with a value of $3.59B, Vanguard with a value of $3.11B, and J P Morgan ETF Tr Nasdaq Equit with a value of $3.05B.
Examining the 13F form we can see an increase of $13.5B in the current position value, from $98.4B to 112B.
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
$112 Billion
ETFs: $52.4 Billion
Technology: $15.8 Billion
Consumer Cyclical: $7.87 Billion
Financial Services: $6.93 Billion
Communication Services: $4.87 Billion
Healthcare: $4.41 Billion
Industrials: $4.29 Billion
Consumer Defensive: $3.71 Billion
Other: $4.85 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
