Four Thought Financial Partners, LLC Reduced Holdings in Q1 2025

Four Thought Financial Partners, LLC

  • $956 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-1.1K
- 2.79%
$25.9 - $31.26 $28.4K - $34.3K
38.2K $1.02B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-32
- 0.75%
$126.86 - $146.45 $4.06K - $4.69K
4.22K $536M
BAC
Bank Of America Corp

Financial Services
-203
- 0.97%
$39.61 - $47.74 $8.04K - $9.69K
20.7K $864M
DIS
Walt Disney CO

Communication Services
-39
- 0.97%
$96.87 - $114.0 $3.78K - $4.45K
3.96K $391M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-156
- 1.47%
$57.21 - $65.8 $8.92K - $10.3K
10.5K $612M
MPWR
Monolithic Power Systems Inc

Technology
-55
- 3.4%
$565.7 - $720.25 $31.1K - $39.6K
1.56K $907M
WSM
Williams Sonoma Inc

Consumer Cyclical
-18
- 1.14%
$158.1 - $217.71 $2.85K - $3.92K
1.57K $248M
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 2.39%
$554.06 - $615.85 $14.4K - $16K
1.06K $596M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.2%
$360.07 - $417.26 $720 - $835
1.02K $369M
PFE
Pfizer Inc

Healthcare
-178
- 0.56%
$25.01 - $27.13 $4.45K - $4.83K
31.5K $799M
MAR
Marriott International Inc

Consumer Cyclical
-16
- 1.86%
$237.01 - $304.45 $3.79K - $4.87K
843 $201M
INCY
Incyte Corp

Healthcare
-101
- 2.75%
$60.0 - $75.26 $6.06K - $7.6K
3.57K $216M
PODD
Insulet Corp

Healthcare
-177
- 2.81%
$237.06 - $288.29 $42K - $51K
6.12K $1.61B
INGR
Ingredion Inc

Consumer Defensive
-201
- 11.01%
$125.6 - $137.36 $25.2K - $27.6K
1.63K $220M
GD
General Dynamics Corp

Industrials
-172
- 8.31%
$241.94 - $272.58 $41.6K - $46.9K
1.9K $518M
UNP
Union Pacific Corp

Industrials
-266
- 6.13%
$225.21 - $254.42 $59.9K - $67.7K
4.07K $962M
HTGC
Hercules Capital, Inc.

Financial Services
-496
- 3.27%
$18.01 - $22.0 $8.93K - $10.9K
14.7K $282M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-351
- 5.88%
$33.7 - $43.19 $11.8K - $15.2K
5.62K $210M
CPRT
Copart Inc

Consumer Cyclical
-293
- 6.37%
$52.3 - $59.83 $15.3K - $17.5K
4.31K $244M
COF
Capital One Financial Corp

Financial Services
-117
- 8.29%
$163.87 - $209.82 $19.2K - $24.5K
1.29K $232M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.08K
- 14.74%
$56.12 - $68.15 $60.4K - $73.4K
6.23K $423M
WFC
Wells Fargo & Company

Financial Services
-258
- 4.84%
$66.78 - $81.42 $17.2K - $21K
5.07K $364M
XEL
Xcel Energy Inc

Utilities
-397
- 7.1%
$63.37 - $72.1 $25.2K - $28.6K
5.2K $368M
MAT
Mattel Inc

Consumer Cyclical
-1.77K
- 12.24%
$17.73 - $21.94 $31.4K - $38.8K
12.7K $247M
MCO
Moodys Corp

Financial Services
-1
- 0.14%
$437.8 - $527.48 $438 - $527
721 $336M
FISV
Fiserv Inc

Technology
-102
- 8.67%
N/A
1.07K $237M
C
Citigroup Inc

Financial Services
-77
- 1.24%
$67.23 - $84.63 $5.18K - $6.52K
6.13K $435M
F
Ford Motor CO

Consumer Cyclical
-150
- 0.95%
$9.12 - $10.43 $1.37K - $1.56K
15.7K $158M
ENB
Enbridge Inc

Energy
-304
- 3.99%
$41.54 - $45.45 $12.6K - $13.8K
7.31K $324M
EMLP
First Tr Exchange Traded Iv

ETFs
-6.81K
- 4.88%
$35.79 - $38.28 $244K - $261K
133K $4.98B
TJX
Tjx Companies Inc

Consumer Cyclical
-28
- 0.43%
$112.81 - $126.16 $3.16K - $3.53K
6.41K $781M
ICE
Intercontinental Exchange, Inc.

Financial Services
-238
- 11.68%
$142.8 - $176.36 $34K - $42K
1.8K $310M
COP
Conocophillips

Energy
-341
- 4.52%
$88.6 - $105.85 $30.2K - $36.1K
7.2K $756M
SBAC
Sba Communications Corp

Real Estate
-95
- 5.16%
$192.76 - $224.91 $18.3K - $21.4K
1.75K $384M
WM
Waste Management Inc

Industrials
-655
- 12.07%
$200.54 - $233.78 $131K - $153K
4.77K $1.1B
RS
Reliance Steel & Aluminum CO

Basic Materials
-48
- 3.47%
$266.61 - $302.66 $12.8K - $14.5K
1.34K $386M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9
- 0.19%
$58.01 - $64.46 $522 - $580
4.65K $288M
FTNT
Fortinet, Inc.

Technology
-478
- 1.37%
$92.49 - $114.57 $44.2K - $54.8K
34.3K $3.3B
MCD
Mcdonalds Corp

Consumer Cyclical
-180
- 5.32%
$279.74 - $321.29 $50.4K - $57.8K
3.2K $1B
SBUX
Starbucks Corp

Consumer Cyclical
-134
- 2.73%
$91.75 - $115.81 $12.3K - $15.5K
4.77K $468M
KO
Coca Cola CO

Consumer Defensive
-610
- 8.88%
$60.81 - $72.32 $37.1K - $44.1K
6.26K $448M
EXLS
Exl Service Holdings, Inc.

Technology
-536
- 3.24%
$44.13 - $51.8 $23.7K - $27.8K
16K $757M
AFL
Aflac Inc

Financial Services
-159
- 2.95%
$100.99 - $111.19 $16.1K - $17.7K
5.23K $582M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-93
- 5.89%
$208.48 - $244.03 $19.4K - $22.7K
1.49K $363M
BRO
Brown & Brown, Inc.

Financial Services
-164
- 7.52%
$100.54 - $124.4 $16.5K - $20.4K
2.02K $251M
ADP
Automatic Data Processing Inc

Industrials
-98
- 1.91%
$286.85 - $318.64 $28.1K - $31.2K
5.04K $1.54B
ABC
Amerisourcebergen Corp

Healthcare
-35
- 3.65%
N/A
924 $257M
NFLX
Netflix Inc

Communication Services
-6
- 0.52%
$828.4 - $1058.6 $4.97K - $6.35K
1.14K $1.07B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-31
- 4.48%
$402.49 - $513.76 $12.5K - $15.9K
661 $320M
Activity Summary
Buys All Purchases 174 New Holdings 20 Increased Positions 154 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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