Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $777 Billion
  • Q2 2024

Four Thought Financial Partners, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $777 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47B, Apple Inc. with a value of $36.7B, Broadcom Inc. with a value of $24.9B, Nextera Energy Inc with a value of $23.5B, and American Tower Corp with a value of $22.6B.

Examining the 13F form we can see an decrease of $95.4B in the current position value, from $873B to 777B.

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 $777 Billion
Technology: $256 Billion
Healthcare: $87 Billion
Financial Services: $82.4 Billion
ETFs: $81.2 Billion
Consumer Cyclical: $54.1 Billion
Communication Services: $40.8 Billion
Industrials: $34.9 Billion
Real Estate: $34.6 Billion
Other: $103 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15T
$47 Billion 6.05% of portfolio
105,236
Q2 2024 Reduced 1.27%
$3.65T
$36.7 Billion 4.72% of portfolio
174,096
Q2 2024 Reduced 2.14%
$74.4B
$24.9 Billion 3.21% of portfolio
15,531
Q2 2024 Reduced 4.68%
$151B
$23.5 Billion 3.03% of portfolio
332,290
Q2 2024 Reduced 0.4%
$94B
$22.6 Billion 2.91% of portfolio
116,209
Q2 2024 Added 24.21%
$368B
$18.3 Billion 2.36% of portfolio
148,378
Q2 2024 Added 895.96%
$307B
$18.1 Billion 2.33% of portfolio
115,749
Q2 2024 Added 13.0%
$695B
$16.3 Billion 2.1% of portfolio
80,697
Q2 2024 Reduced 0.28%
$503B
$16.1 Billion 2.07% of portfolio
61,351
Q2 2024 Added 5.04%
$69.4B
$15.6 Billion 2.01% of portfolio
60,450
Q2 2024 Added 25.55%
$204B
$15.5 Billion 1.99% of portfolio
148,904
Q2 2024 Added 5.32%
$193B
$15 Billion 1.93% of portfolio
383,088
Q2 2024 Added 3.03%
$148B
$14.4 Billion 1.86% of portfolio
30,882
Q2 2024 Added 0.17%
$177B
$14.2 Billion 1.83% of portfolio
73,134
Q2 2024 Added 0.45%
$2.12T
$13.7 Billion 1.77% of portfolio
71,118
Q2 2024 Added 1.83%
$168B
$13.4 Billion 1.73% of portfolio
60,895
Q2 2024 Added 2.04%
$157B
$11.9 Billion 1.53% of portfolio
15,119
Q2 2024 Added 0.7%
$418B
$11.6 Billion 1.49% of portfolio
13,640
Q2 2024 Reduced 1.12%
$1.08T
$10.8 Billion 1.39% of portfolio
59,509
Q2 2024 Added 0.49%
$224B
$10.6 Billion 1.37% of portfolio
35,036
Q2 2024 Added 7.35%
$117B
$10.4 Billion 1.34% of portfolio
40,915
Q2 2024 Added 1.61%
$266B
$9.78 Billion 1.26% of portfolio
9,565
Q2 2024 Added 1.25%
$174B
$9.65 Billion 1.24% of portfolio
30,873
Q2 2024 Reduced 0.41%
$192B
$9.62 Billion 1.24% of portfolio
48,299
Q2 2024 Reduced 34.43%
$576B
$9.14 Billion 1.18% of portfolio
17,939
Q2 2024 Added 5.56%
$1.04T
$8.88 Billion 1.14% of portfolio
51,066
Q2 2024 Reduced 0.32%
$238B
$8.25 Billion 1.06% of portfolio
173,550
Q2 2024 Added 3.77%
$81.4B
$8.19 Billion 1.05% of portfolio
18,787
Q2 2024 Added 4.28%
$204B
$8.11 Billion 1.04% of portfolio
10,305
Q2 2024 Added 5.92%
$416B
$8.06 Billion 1.04% of portfolio
23,405
Q2 2024 Reduced 4.6%
$165B
$7.97 Billion 1.03% of portfolio
33,768
Q2 2024 Added 0.16%
$20.1B
$7.89 Billion 1.02% of portfolio
93,646
Q2 2024 Added 1.2%
$14.3B
$7.85 Billion 1.01% of portfolio
73,665
Q2 2024 Added 4.84%
$406B
$7.32 Billion 0.94% of portfolio
50,101
Q2 2024 Added 1.92%
$148B
$7.11 Billion 0.91% of portfolio
33,278
Q2 2024 Added 6.52%
$200B
$6.93 Billion 0.89% of portfolio
88,858
Q2 2024 Added 0.13%
$322B
$6.65 Billion 0.86% of portfolio
25,857
Q2 2024 Added 8.18%
$60.8B
$6.71 Billion 0.86% of portfolio
47,565
Q2 2024 Added 0.57%
$397B
$6.67 Billion 0.86% of portfolio
40,439
Q2 2024 Reduced 0.52%
$68.9B
$5.71 Billion 0.73% of portfolio
38,559
Q2 2024 Added 3.21%
$230B
$5.54 Billion 0.71% of portfolio
9,971
Q2 2024 Added 9.22%
$193B
$5.43 Billion 0.7% of portfolio
8,258
Q2 2024 Reduced 1.51%
$216B
$5.23 Billion 0.67% of portfolio
9,450
Q2 2024 Added 1.6%
$94.2B
$5 Billion 0.64% of portfolio
3,040
Q2 2024 Added 3.09%
$1.09T
$4.94 Billion 0.64% of portfolio
26,932
Q2 2024 Added 0.41%
$501B
$4.88 Billion 0.63% of portfolio
11,052
Q2 2024 Added 1.28%
$1.33T
$4.93 Billion 0.63% of portfolio
9,774
Q2 2024 Added 75.07%
$115B
$4.84 Billion 0.62% of portfolio
116,509
Q2 2024 Added 19.63%
$81.1B
$4.58 Billion 0.59% of portfolio
23,284
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $777 Billion
  • Prior Value $873 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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