Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $1.01 Trillion
  • Q2 2025

Four Thought Financial Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.01 Trillion distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $57.7B, Broadcom Inc. with a value of $41.4B, Nvidia Corp with a value of $31.6B, American Tower Corp with a value of $28.2B, and Jpmorgan Chase & CO with a value of $21.5B.

Examining the 13F form we can see an increase of $57.2B in the current position value, from $956B to 1.01T.

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 $1.01 Trillion
Technology: $293 Billion
Financial Services: $130 Billion
ETFs: $127 Billion
Healthcare: $93.5 Billion
Industrials: $63.7 Billion
Consumer Cyclical: $59.8 Billion
Communication Services: $49.8 Billion
Real Estate: $45.2 Billion
Other: $129 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$983 Million 0.1% of portfolio
2,755
Q2 2025 Added 5.92%
$358B
$1.01 Billion 0.1% of portfolio
7,389
Q2 2025 Added 7.57%
$683M
$1.02 Billion 0.1% of portfolio
199,501
Q2 2025 Reduced 27.35%
$246B
$1.05 Billion 0.1% of portfolio
7,157
Q2 2025 Reduced 5.33%
$8.9B
$863 Million 0.09% of portfolio
11,762
Q2 2025 Reduced 5.19%
$224B
$881 Million 0.09% of portfolio
3,016
Q2 2025 Reduced 5.87%
$145B
$897 Million 0.09% of portfolio
3,897
Q2 2025 Reduced 4.32%
$63.4B
$907 Million 0.09% of portfolio
11,830
Q2 2025 Added 18.94%
$61.4B
$912 Million 0.09% of portfolio
4,011
Q2 2025 Reduced 2.46%
$81.6B
$931 Million 0.09% of portfolio
4,377
Q2 2025 Added 238.25%
$75.4B
$956 Million 0.09% of portfolio
1,865
Q2 2025 New
$758B
$956 Million 0.09% of portfolio
4,374
Q2 2025 Reduced 1.17%
$1.04B
$958 Million 0.09% of portfolio
43,684
Q2 2025 Added 14.34%
$5.03B
$770 Million 0.08% of portfolio
5,417
Q2 2025 Added 8.36%
$329B
$772 Million 0.08% of portfolio
2,998
Q2 2025 Reduced 0.73%
$253B
$785 Million 0.08% of portfolio
2,662
Q2 2025 Reduced 3.24%
$323B
$842 Million 0.08% of portfolio
2,699
Q2 2025 Reduced 85.16%
$82.5B
$844 Million 0.08% of portfolio
2,694
Q2 2025 Added 2.63%
$103B
$674 Million 0.07% of portfolio
7,341
Q2 2025 Reduced 2.99%
$143B
$676 Million 0.07% of portfolio
27,896
Q2 2025 Reduced 11.48%
$76.3B
$679 Million 0.07% of portfolio
1,615
Q2 2025 Added 24.81%
$214B
$689 Million 0.07% of portfolio
119
Q2 2025 Added 1.71%
$8.64B
$753 Million 0.07% of portfolio
2,230
Q2 2025 Added 11.06%
$168B
$750 Million 0.07% of portfolio
6,073
Q2 2025 Reduced 5.27%
$1.46B
$740 Million 0.07% of portfolio
16,896
Q2 2025 Added 5.42%
$10.9B
$698 Million 0.07% of portfolio
1,561
Q2 2025 Added 7.14%
$138B
$698 Million 0.07% of portfolio
1,372
Q1 2025 Added 1.25%
$126B
$575 Million 0.06% of portfolio
2,416
Q2 2025 Reduced 5.59%
$150B
$579 Million 0.06% of portfolio
9,466
Q2 2025 Added 19.99%
$318B
$585 Million 0.06% of portfolio
7,302
Q2 2025 Added 43.91%
$77.6B
$609 Million 0.06% of portfolio
4,567
Q2 2025 Reduced 0.98%
$120B
$611 Million 0.06% of portfolio
6,804
Q2 2025 Reduced 5.53%
$1.4T
$620 Million 0.06% of portfolio
1,952
Q2 2025 Added 23.39%
$209B
$474 Million 0.05% of portfolio
3,821
Q2 2025 Reduced 3.56%
$118B
$473 Million 0.05% of portfolio
8,066
Q2 2025 Added 0.04%
$40.3B
$472 Million 0.05% of portfolio
1,422
Q1 2025 Reduced 4.44%
$197B
$464 Million 0.05% of portfolio
5,446
Q2 2025 Reduced 11.2%
$118B
$462 Million 0.05% of portfolio
9,572
Q2 2025 Added 28.73%
$144B
$462 Million 0.05% of portfolio
1,732
Q2 2025 Added 7.38%
$12.5B
$457 Million 0.05% of portfolio
1,976
Q2 2025 Added 4.72%
$93.6B
$486 Million 0.05% of portfolio
1,666
Q2 2025 Reduced 12.27%
$70.6B
$492 Million 0.05% of portfolio
4,661
Q2 2025 Reduced 10.91%
$213B
$522 Million 0.05% of portfolio
6,599
Q2 2025 Added 8.32%
$140B
$504 Million 0.05% of portfolio
1,274
Q2 2025 Added 15.29%
$144B
$496 Million 0.05% of portfolio
2,513
Q2 2025 Reduced 0.28%
$6.41B
$494 Million 0.05% of portfolio
2,180
Q2 2025 Added 14.98%
$108B
$398 Million 0.04% of portfolio
1,234
Q2 2025 Reduced 7.77%
$50.9B
$393 Million 0.04% of portfolio
6,961
Q2 2025 Reduced 4.79%
$248B
$392 Million 0.04% of portfolio
1,230
Q2 2025 Reduced 11.64%

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $1.01 Trillion
  • Prior Value $956 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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