4 Wealth Advisors, Inc. Portfolio Holdings by Sector

4 Wealth Advisors, Inc.

$91.8 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JEPI VGSH GOVT VCIT JEPQ VCSH SGOV TLT 45 stocks	$42.3 Million 48.48% of portfolio	20	24	2	-	0 Calls 2 Puts
Semiconductors \| Technology NVDA QCOM INTC AMD AVGO 5 stocks	$4.45 Million 5.11% of portfolio	5	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV LLY PFE 4 stocks	$2.99 Million 3.43% of portfolio	1	3	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.5 Million 2.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$2.2 Million 2.52% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2.05 Million 2.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA CW GD 3 stocks	$1.82 Million 2.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT DG 2 stocks	$1.82 Million 2.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.74 Million 2.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD PTLO 2 stocks	$1.52 Million 1.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$1.51 Million 1.73% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.4 Million 1.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.19 Million 1.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG ELF 2 stocks	$1.11 Million 1.27% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA CASY 2 stocks	$1.06 Million 1.22% of portfolio	2	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$949,926 1.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$897,755 1.03% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU CRM 2 stocks	$868,632 1.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$811,251 0.93% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$783,653 0.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$783,393 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$775,666 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS T 2 stocks	$748,284 0.86% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$710,426 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP FANG 2 stocks	$694,349 0.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE 2 stocks	$683,983 0.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$602,170 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$590,843 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$580,167 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$567,877 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$462,072 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$450,764 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$429,009 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$421,494 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$410,579 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$404,424 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$394,853 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$372,614 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$367,300 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CEF 1 stocks	$357,256 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$337,462 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$309,471 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$306,389 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY RMCF 2 stocks	$286,465 0.33% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC 1 stocks	$275,866 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$253,704 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$232,517 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL 1 stocks	$226,646 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive VITL 1 stocks	$215,667 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy BORR 1 stocks	$22,907 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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4 Wealth Advisors, Inc. Portfolio Holdings by Sector

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