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
$1.15B
$699 Million 0.09% of portfolio
19,665
Q2 2024 Added 8.36%
$4.69B
$719 Million 0.09% of portfolio
6,598
Q2 2024 Added 9.86%
$12.5B
$691 Million 0.09% of portfolio
6,335
Q2 2024 Reduced 1.25%
$118B
$629 Million 0.08% of portfolio
9,771
Q2 2024 Added 8.47%
$18.2B
$597 Million 0.08% of portfolio
1,463
Q2 2024 Added 3.83%
$7.97B
$635 Million 0.08% of portfolio
3,770
Q2 2024 Added 4.03%
$32.6B
$557 Million 0.07% of portfolio
2,780
Q2 2024 Added 0.07%
$5.84B
$516 Million 0.07% of portfolio
12,593
Q2 2024 Reduced 0.16%
$281B
$461 Million 0.06% of portfolio
2,287
Q2 2024 Added 7.52%
$151B
$436 Million 0.06% of portfolio
7,927
Q2 2024 Added 6.05%
$22.6B
$428 Million 0.06% of portfolio
5,043
Q2 2024 Added 7.87%
$10.1B
$483 Million 0.06% of portfolio
1,912
Q2 2024 Added 6.22%
$9.15B
$455 Million 0.06% of portfolio
2,552
Q2 2024 Added 8.55%
$46.5B
$369 Million 0.05% of portfolio
4,521
Q2 2024 Added 3.03%
$130B
$366 Million 0.05% of portfolio
7,540
Q2 2024 Added 1.15%
$3.51B
$300 Million 0.04% of portfolio
40,592
Q2 2024 Added 6.69%
$1.78B
$348 Million 0.04% of portfolio
6,789
Q2 2024 Added 11.17%
$9.77B
$290 Million 0.04% of portfolio
4,725
Q2 2024 Added 3.03%
$11.5B
$266 Million 0.03% of portfolio
1,222
Q2 2024 Added 1.33%
$15.1B
$214 Million 0.03% of portfolio
924
Q2 2024 Added 4.76%
$4.03B
$251 Million 0.03% of portfolio
2,022
Q2 2024 New
$17.7B
$232 Million 0.03% of portfolio
851
Q2 2024 Reduced 80.3%
$12.2B
$221 Million 0.03% of portfolio
12,365
Q2 2024 Added 6.92%
$0
$31.4 Million 0.0% of portfolio
15,555
Q1 2024 Reduced 29.33%

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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