4 Wealth Advisors, Inc. Portfolio Holdings by Sector

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JEPI VGSH JEPQ VCIT SPY VCSH GOVT VOO 51 stocks	$52.4 Million 49.81% of portfolio	27	22	5	-	0 Calls 2 Puts
Semiconductors \| Technology NVDA INTC QCOM AMD AVGO 5 stocks	$6.68 Million 6.35% of portfolio	1	4	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$3.49 Million 3.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV LLY PFE 4 stocks	$3.33 Million 3.17% of portfolio	4	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE 3 stocks	$3.06 Million 2.91% of portfolio	2	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.95 Million 2.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT COST 3 stocks	$2.41 Million 2.29% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.74 Million 1.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials CW BA GD 3 stocks	$1.66 Million 1.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.65 Million 1.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD PTLO 2 stocks	$1.57 Million 1.5% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.56 Million 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB OSBC 2 stocks	$1.49 Million 1.41% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.23 Million 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU CRM 2 stocks	$1.08 Million 1.02% of portfolio	2	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$972,824 0.93% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$958,954 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$937,375 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$883,789 0.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$853,666 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE 2 stocks	$757,161 0.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T 2 stocks	$753,424 0.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$747,081 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$739,984 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$738,232 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$707,107 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$686,633 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$650,012 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$631,295 0.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$590,843 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$556,602 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$549,553 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$508,676 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$494,305 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$485,325 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CEF 1 stocks	$451,287 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$441,219 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$374,758 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$372,834 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$368,435 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$363,099 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$353,580 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$339,508 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$317,827 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$314,924 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$314,845 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$305,434 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$304,627 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy BORR 1 stocks	$33,921 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive RMCF 1 stocks	$24,804 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts

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4 Wealth Advisors, Inc. Portfolio Holdings by Sector

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