Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $873 Billion
  • Q1 2024

Four Thought Financial Partners, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $873 Billion distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.8B, Apple Inc. with a value of $30.5B, Broadcom Inc. with a value of $21.6B, Nextera Energy Inc with a value of $21.3B, and Lam Research Corp with a value of $18.9B.

Examining the 13F form we can see an increase of $75.2B in the current position value, from $797B to 873B.

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

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

Portfolio value $873 Billion
Technology: $265 Billion
Financial Services: $101 Billion
Healthcare: $99.8 Billion
ETFs: $74.8 Billion
Consumer Cyclical: $66.2 Billion
Industrials: $57.8 Billion
Energy: $45.1 Billion
Consumer Defensive: $44.4 Billion
Other: $113 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$44.8 Billion 5.14% of portfolio
106,589
Q1 2024 Added 0.48%
$3.09T
$30.5 Billion 3.5% of portfolio
177,904
Q1 2024 Added 0.71%
$538B
$21.6 Billion 2.47% of portfolio
16,293
Q1 2024 Reduced 3.48%
$157B
$21.3 Billion 2.44% of portfolio
333,616
Q1 2024 Added 38.69%
$127B
$18.9 Billion 2.17% of portfolio
19,463
Q1 2024 Reduced 2.84%
$91.1B
$18.5 Billion 2.12% of portfolio
93,562
Q1 2024 Added 4.91%
$445B
$16.3 Billion 1.87% of portfolio
58,408
Q1 2024 Reduced 0.8%
$594B
$16.2 Billion 1.86% of portfolio
80,923
Q1 2024 Added 1.13%
$318B
$16.2 Billion 1.85% of portfolio
102,432
Q1 2024 Added 58.58%
$176B
$16.1 Billion 1.85% of portfolio
371,822
Q1 2024 Added 31.52%
$179B
$16.1 Billion 1.84% of portfolio
141,382
Q1 2024 Added 3.43%
$137B
$15.2 Billion 1.74% of portfolio
59,675
Q1 2024 Added 2.34%
$123B
$14 Billion 1.61% of portfolio
30,831
Q1 2024 Reduced 6.53%
$108B
$13.5 Billion 1.55% of portfolio
155,424
Q1 2024 Added 11.69%
$238B
$13.5 Billion 1.55% of portfolio
77,226
Q1 2024 Added 0.4%
$2.73T
$13.5 Billion 1.54% of portfolio
14,898
Q1 2024 Reduced 8.84%
$1.8T
$12.6 Billion 1.44% of portfolio
69,841
Q1 2024 Reduced 1.49%
$116B
$12.5 Billion 1.43% of portfolio
15,014
Q1 2024 Added 0.97%
$229B
$12.5 Billion 1.43% of portfolio
73,660
Q1 2024 Reduced 0.89%
$0
$12.1 Billion 1.38% of portfolio
25,141
Q1 2024 Added 11.91%
$59.2B
$11.7 Billion 1.34% of portfolio
48,150
Q1 2024 Added 18.57%
$178B
$11.3 Billion 1.3% of portfolio
32,638
Q1 2024 Added 4.38%
$112B
$10.4 Billion 1.2% of portfolio
40,265
Q1 2024 Reduced 0.28%
$358B
$10.1 Billion 1.16% of portfolio
13,794
Q1 2024 Reduced 31.14%
$343B
$9.41 Billion 1.08% of portfolio
24,534
Q1 2024 Reduced 36.04%
$381B
$9.17 Billion 1.05% of portfolio
9,447
Q1 2024 Reduced 0.79%
$1.03T
$8.94 Billion 1.02% of portfolio
59,216
Q1 2024 Reduced 0.66%
$164B
$8.81 Billion 1.01% of portfolio
31,001
Q1 2024 Reduced 2.49%
$69.4B
$8.62 Billion 0.99% of portfolio
18,016
Q1 2024 Added 3.74%
$463B
$8.41 Billion 0.96% of portfolio
16,994
Q1 2024 Added 7.1%
$191B
$8.35 Billion 0.96% of portfolio
167,242
Q1 2024 Added 3.91%
$68.4B
$7.73 Billion 0.89% of portfolio
47,297
Q1 2024 Reduced 44.23%
$383B
$7.78 Billion 0.89% of portfolio
49,156
Q1 2024 Added 4.1%
$14.9B
$7.61 Billion 0.87% of portfolio
70,264
Q1 2024 Added 13.5%
$19.1B
$7.59 Billion 0.87% of portfolio
92,534
Q1 2024 Added 14.57%
$133B
$7.42 Billion 0.85% of portfolio
9,729
Q1 2024 Reduced 0.04%
$88.1B
$7.25 Billion 0.83% of portfolio
35,993
Q1 2024 Reduced 1.15%
$234B
$7.2 Billion 0.82% of portfolio
23,902
Q1 2024 Reduced 5.76%
$783B
$6.97 Billion 0.8% of portfolio
51,229
Q1 2024 Added 2.34%
$185B
$6.95 Billion 0.8% of portfolio
33,715
Q1 2024 Reduced 22.17%
$390B
$6.6 Billion 0.76% of portfolio
40,650
Q1 2024 Added 1.44%
$71.9B
$6.62 Billion 0.76% of portfolio
37,360
Q1 2024 Added 8.4%
$136B
$6.41 Billion 0.73% of portfolio
31,241
Q1 2024 Added 6.95%
$242B
$6.01 Billion 0.69% of portfolio
88,743
Q1 2024 Added 46.87%
$43.5B
$5.37 Billion 0.62% of portfolio
20,632
Q1 2024 Reduced 3.44%
$223B
$5.41 Billion 0.62% of portfolio
9,301
Q1 2024 Reduced 1.21%
$162B
$5.45 Billion 0.62% of portfolio
8,385
Q1 2024 Reduced 2.2%
$0
$5.36 Billion 0.61% of portfolio
92,386
Q1 2024 Reduced 24.53%
$87.4B
$5.28 Billion 0.61% of portfolio
97,388
Q1 2024 Added 27.32%

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $873 Billion
  • Prior Value $797 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 28 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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