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
$455B
$4.52 Billion 0.47% of portfolio
37,996
Q1 2025 Reduced 0.28%
$289B
$4.51 Billion 0.47% of portfolio
16,803
Q1 2025 Reduced 1.37%
$694B
$4.38 Billion 0.46% of portfolio
8,229
Q1 2025 Added 15.14%
$181B
$4.35 Billion 0.46% of portfolio
13,201
Q1 2025 Reduced 0.39%
$75.8B
$4.34 Billion 0.45% of portfolio
26,386
Q1 2025 Added 8.81%
$46.5B
$4.33 Billion 0.45% of portfolio
41,515
Q1 2025 Added 34.12%
$971B
$4.18 Billion 0.44% of portfolio
26,758
Q1 2025 Reduced 0.61%
$33.9B
$4.22 Billion 0.44% of portfolio
18,225
Q1 2025 Reduced 20.27%
$184B
$4.05 Billion 0.42% of portfolio
10,572
Q1 2025 Added 4.5%
$202B
$3.93 Billion 0.41% of portfolio
7,194
Q1 2025 Reduced 1.56%
$102B
$3.83 Billion 0.4% of portfolio
34,255
Q1 2025 Added 53.82%
$336B
$3.74 Billion 0.39% of portfolio
17,837
Q1 2025 Reduced 1.02%
$49.3B
$3.73 Billion 0.39% of portfolio
69,749
Q1 2025 Added 3.13%
$92.3B
$3.74 Billion 0.39% of portfolio
10,620
Q1 2025 Reduced 8.89%
$5.85B
$3.65 Billion 0.38% of portfolio
66,190
Q1 2025 Added 4.82%
$89.2B
$3.45 Billion 0.36% of portfolio
28,322
Q1 2025 Added 15.67%
$43.5B
$3.24 Billion 0.34% of portfolio
31,103
Q1 2025 Added 66.52%
$463B
$3.19 Billion 0.33% of portfolio
4
Q4 2024 New
$63.7B
$2.98 Billion 0.31% of portfolio
101,187
Q1 2025 Added 7.07%
$403B
$2.76 Billion 0.29% of portfolio
16,618
Q1 2025 Reduced 62.9%
$47.7B
$2.78 Billion 0.29% of portfolio
19,406
Q1 2025 Added 5.77%
$54.7B
$2.68 Billion 0.28% of portfolio
12,961
Q1 2025 Added 0.56%
$192B
$2.62 Billion 0.27% of portfolio
92,533
Q1 2025 Reduced 2.4%
$69.6B
$2.5 Billion 0.26% of portfolio
41,854
Q1 2025 Reduced 4.07%
$0
$2.36 Billion 0.25% of portfolio
183,739
Q1 2025 Reduced 4.17%
$20.4B
$2.37 Billion 0.25% of portfolio
28,413
Q1 2025 Reduced 1.55%
$83.6B
$2.34 Billion 0.25% of portfolio
35,930
Q1 2025 Reduced 1.69%
$181B
$2.4 Billion 0.25% of portfolio
52,810
Q1 2025 Added 4.78%
$175B
$2.32 Billion 0.24% of portfolio
22,591
Q1 2025 Added 8.5%
$76.9B
$2.16 Billion 0.23% of portfolio
8,690
Q1 2025 Reduced 12.84%
$41.8B
$2.21 Billion 0.23% of portfolio
14,059
Q1 2025 Added 1.03%
$0
$1.93 Billion 0.2% of portfolio
87,076
Q1 2025 Added 3.01%
$718B
$1.92 Billion 0.2% of portfolio
2,321
Q1 2025 Added 1.04%
$57.1B
$1.94 Billion 0.2% of portfolio
15,682
Q1 2025 Reduced 26.66%
$34.5B
$1.58 Billion 0.17% of portfolio
27,276
Q1 2025 Reduced 1.31%
$22B
$1.61 Billion 0.17% of portfolio
6,115
Q1 2025 Reduced 2.81%
$2.13B
$1.58 Billion 0.17% of portfolio
13,359
Q1 2025 Reduced 5.48%
$128B
$1.54 Billion 0.16% of portfolio
5,042
Q1 2025 Reduced 1.91%
$53.8B
$1.57 Billion 0.16% of portfolio
84,614
Q1 2025 Reduced 0.61%
$20.3B
$1.51 Billion 0.16% of portfolio
4,561
Q1 2025 Added 2.22%
$7.92B
$1.42 Billion 0.15% of portfolio
12,406
Q4 2024 New
$19.8B
$1.36 Billion 0.14% of portfolio
19,378
Q1 2025 Added 105.86%
$98.8B
$1.27 Billion 0.13% of portfolio
1,884
Q1 2025 Reduced 4.27%
$147B
$1.17 Billion 0.12% of portfolio
11,621
Q1 2025 Added 294.07%
$92.6B
$1.1 Billion 0.12% of portfolio
4,770
Q1 2025 Reduced 12.07%
$1.31B
$1.02 Billion 0.11% of portfolio
38,207
Q1 2025 Reduced 2.79%
$319M
$1.04 Billion 0.11% of portfolio
274,617
Q4 2024 New
$494B
$1.07 Billion 0.11% of portfolio
1,144
Q1 2025 Reduced 0.52%
$215B
$1.09 Billion 0.11% of portfolio
9,359
Q1 2025 Reduced 5.93%

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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