Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $956 Billion
  • Q1 2025

Four Thought Financial Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $956 Billion distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $42.9B, Apple Inc. with a value of $27.9B, American Tower Corp with a value of $26.8B, Broadcom Inc. with a value of $25B, and Nextera Energy Inc with a value of $24.3B.

Examining the 13F form we can see an decrease of $7.07B in the current position value, from $963B to 956B.

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 $956 Billion
Technology: $233 Billion
Financial Services: $126 Billion
ETFs: $125 Billion
Healthcare: $98.6 Billion
Industrials: $60 Billion
Consumer Cyclical: $56.5 Billion
Consumer Defensive: $50.3 Billion
Energy: $47.8 Billion
Other: $137 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$42.9 Billion 4.48% of portfolio
114,167
Q1 2025 Added 5.1%
$3.39T
$27.9 Billion 2.92% of portfolio
125,720
Q1 2025 Reduced 7.57%
$96.8B
$26.8 Billion 2.8% of portfolio
123,179
Q1 2025 Added 8.64%
$89.7B
$25 Billion 2.62% of portfolio
149,485
Q1 2025 Reduced 2.26%
$137B
$24.3 Billion 2.55% of portfolio
343,296
Q1 2025 Added 3.96%
$582B
$21.3 Billion 2.23% of portfolio
60,863
Q1 2025 Reduced 4.47%
$277B
$21.2 Billion 2.22% of portfolio
126,764
Q1 2025 Added 17.62%
$307B
$19.5 Billion 2.04% of portfolio
180,143
Q1 2025 Added 1.06%
$763B
$18.6 Billion 1.95% of portfolio
75,787
Q1 2025 Reduced 2.82%
$181B
$17.1 Billion 1.79% of portfolio
114,151
Q1 2025 Added 48.5%
$231B
$16.8 Billion 1.76% of portfolio
126,901
Q1 2025 Reduced 18.44%
$153B
$16.6 Billion 1.74% of portfolio
451,152
Q1 2025 Added 92.73%
$114B
$15.8 Billion 1.65% of portfolio
175,503
Q1 2025 Added 33.42%
$2.13T
$15.1 Billion 1.58% of portfolio
79,144
Q1 2025 Reduced 0.32%
$144B
$14.5 Billion 1.51% of portfolio
61,969
Q1 2025 Added 1.75%
$124B
$13.9 Billion 1.46% of portfolio
31,204
Q1 2025 Added 3.05%
$450B
$12.7 Billion 1.33% of portfolio
13,389
Q1 2025 Reduced 0.32%
$120B
$12.6 Billion 1.32% of portfolio
41,732
Q1 2025 Added 0.56%
$73.7B
$12.5 Billion 1.31% of portfolio
24,426
Q1 2025 Added 7.37%
$61.3B
$12.4 Billion 1.3% of portfolio
42,128
Q1 2025 Reduced 30.49%
$108B
$11.7 Billion 1.22% of portfolio
17,138
Q1 2025 Added 251.91%
$957B
$11.6 Billion 1.21% of portfolio
74,922
Q1 2025 Added 0.25%
$253B
$10.6 Billion 1.1% of portfolio
171,008
Q1 2025 Reduced 3.35%
$97.2B
$10.5 Billion 1.1% of portfolio
39,654
Q1 2025 Reduced 1.59%
$39.7B
$9.9 Billion 1.04% of portfolio
130,567
Q1 2025 Added 43.9%
$147B
$9.81 Billion 1.03% of portfolio
31,495
Q1 2025 Added 1.54%
$354B
$9.53 Billion 1.0% of portfolio
18,192
Q1 2025 Added 1.3%
$203B
$8.92 Billion 0.93% of portfolio
28,574
Q1 2025 Added 0.5%
$298B
$8.44 Billion 0.88% of portfolio
12,734
Q1 2025 Added 23.72%
$386B
$8.4 Billion 0.88% of portfolio
22,924
Q1 2025 Reduced 1.88%
$171B
$8.02 Billion 0.84% of portfolio
52,230
Q1 2025 Added 4.99%
$970B
$7.88 Billion 0.82% of portfolio
47,493
Q1 2025 Reduced 1.68%
$214B
$7.47 Billion 0.78% of portfolio
101,670
Q1 2025 Added 13.15%
$147B
$7.41 Billion 0.78% of portfolio
34,990
Q1 2025 Added 2.84%
$1.25T
$6.96 Billion 0.73% of portfolio
12,078
Q1 2025 Added 14.44%
$381B
$6.91 Billion 0.72% of portfolio
40,542
Q1 2025 Added 0.82%
$552B
$6.11 Billion 0.64% of portfolio
11,149
Q1 2025 Reduced 0.05%
$126B
$5.89 Billion 0.62% of portfolio
3,021
Q1 2025 Added 0.27%
$96.3B
$5.86 Billion 0.61% of portfolio
17,805
Q1 2025 Added 61.2%
$205B
$5.85 Billion 0.61% of portfolio
7,347
Q1 2025 Reduced 14.69%
$70.7B
$5.76 Billion 0.6% of portfolio
32,765
Q1 2025 New
$145B
$5.08 Billion 0.53% of portfolio
34,976
Q1 2025 Added 1.09%
$263B
$5.06 Billion 0.53% of portfolio
57,669
Q1 2025 Reduced 3.83%
$68.3B
$4.96 Billion 0.52% of portfolio
145,404
Q1 2025 Added 3.47%
$187B
$4.95 Billion 0.52% of portfolio
8,065
Q1 2025 Reduced 1.42%
$45.5B
$4.84 Billion 0.51% of portfolio
8,554
Q1 2025 Added 5.03%
$169B
$4.87 Billion 0.51% of portfolio
9,783
Q1 2025 Added 2.55%
$78.9B
$4.64 Billion 0.49% of portfolio
31,881
Q1 2025 Reduced 3.32%
$2.35B
$4.56 Billion 0.48% of portfolio
35,500
Q1 2025 Reduced 6.99%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $956 Billion
  • Prior Value $963 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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