4 Wealth Advisors, Inc. Portfolio Holdings by Sector

4 Wealth Advisors, Inc.

$98.4 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JEPI VGSH VCIT JEPQ GOVT VCSH SGOV NOBL 47 stocks	$44.6 Million 48.34% of portfolio	36	9	7	-	0 Calls 3 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD INTC 5 stocks	$5.97 Million 6.46% of portfolio	2	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$2.8 Million 3.03% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV LLY PFE 4 stocks	$2.75 Million 2.98% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2.73 Million 2.96% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.26 Million 2.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$1.92 Million 2.08% of portfolio	2	1	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA CW GD 3 stocks	$1.79 Million 1.94% of portfolio	1	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.76 Million 1.91% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.5 Million 1.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD PTLO 2 stocks	$1.43 Million 1.55% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.27 Million 1.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$1.2 Million 1.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU CRM 2 stocks	$992,568 1.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$977,126 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$973,276 1.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$875,120 0.95% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$830,566 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$823,435 0.89% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$753,633 0.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$723,432 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$704,761 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T 2 stocks	$702,208 0.76% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$680,982 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE 2 stocks	$671,087 0.73% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$642,494 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$575,442 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$565,994 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA CASY 2 stocks	$557,033 0.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$556,668 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$556,571 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$540,157 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$514,569 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$477,387 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$449,886 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$413,155 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CEF 1 stocks	$377,755 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$377,057 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$376,089 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$338,098 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$320,259 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$311,681 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$310,001 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$304,265 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$302,030 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$299,127 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$296,946 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$296,072 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$285,659 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY RMCF 2 stocks	$281,153 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive VITL 1 stocks	$271,258 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy BORR 1 stocks	$22,161 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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