Four Thought Financial, LLC has filed its 13F form on November 21, 2022 for Q3 2022 where it was disclosed a total value porftolio of $677 Million distributed in 1553 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.3M, Microsoft Corp with a value of $24.8M, Nextera Energy Inc with a value of $15M, Lockheed Martin Corp with a value of $14.7M, and American Tower Corp with a value of $13M.

Examining the 13F form we can see an decrease of $5.45M in the current position value, from $682M to 677M. Also it can be appreciated an additional of 105 stocks purchases and 1 closed positions.

Four Thought Financial, LLC is based out at Venice, FL

Below you can find more details about Four Thought Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $677 Million
Technology: $164 Million
Financial Services: $80.9 Million
ETFs: $77.5 Million
Healthcare: $75.3 Million
Consumer Cyclical: $51.3 Million
Industrials: $47.1 Million
Consumer Defensive: $44.3 Million
Communication Services: $33.7 Million
Other: $95.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,553
  • Current Value $677 Million
  • Prior Value $682 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 21, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 105 stocks
  • Additional Purchases 487 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 330 stocks
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