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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Billion 1.6% of portfolio
158,253
Q1 2025 Added 37.61%
$0
$14.7 Billion 1.54% of portfolio
28,602
Q1 2025 Added 5.38%
$0
$8.79 Billion 0.92% of portfolio
142,314
Q1 2025 Reduced 17.61%
$0
$8.63 Billion 0.9% of portfolio
104,607
Q1 2025 Reduced 70.3%
$0
$8.45 Billion 0.88% of portfolio
91,030
Q1 2025 Added 4.24%
$0
$7.48 Billion 0.78% of portfolio
29,481
Q1 2025 Added 329.44%
$0
$5.49 Billion 0.57% of portfolio
55,498
Q1 2025 Added 1.85%
$0
$5.25 Billion 0.55% of portfolio
11,203
Q1 2025 Reduced 0.9%
$0
$4.98 Billion 0.52% of portfolio
132,728
Q1 2025 Reduced 4.88%
$0
$3.69 Billion 0.39% of portfolio
74,422
Q1 2025 Added 10.38%
$0
$3.62 Billion 0.38% of portfolio
34,379
Q1 2025 Added 10.6%
$0
$3.65 Billion 0.38% of portfolio
63,888
Q1 2025 Added 2.41%
$0
$2.51 Billion 0.26% of portfolio
45,331
Q1 2025 Added 5.67%
$0
$2.45 Billion 0.26% of portfolio
97,104
Q1 2025 Reduced 2.5%
$0
$2.52 Billion 0.26% of portfolio
111,222
Q1 2025 Reduced 2.55%
$0
$1.89 Billion 0.2% of portfolio
3,478
Q1 2025 Added 3.88%
$0
$1.67 Billion 0.17% of portfolio
21,326
Q1 2025 Added 51.75%
$0
$1.44 Billion 0.15% of portfolio
18,829
Q1 2025 Added 13.85%
$0
$1.41 Billion 0.15% of portfolio
5,145
Q1 2025 Added 2.55%
$0
$1.42 Billion 0.15% of portfolio
28,144
Q1 2025 Reduced 28.38%
$0
$1.2 Billion 0.13% of portfolio
6,207
Q1 2025 Added 40.91%
$0
$1.2 Billion 0.13% of portfolio
9,796
Q1 2025 Reduced 26.12%
$0
$1.11 Billion 0.12% of portfolio
6,506
Q1 2025 Reduced 12.8%
$0
$1.04 Billion 0.11% of portfolio
37,257
Q1 2025 New
$0
$1.07 Billion 0.11% of portfolio
8,020
Q1 2025 Added 8.86%
$0
$941 Million 0.1% of portfolio
50,311
Q1 2025 Added 3.37%
$0
$988 Million 0.1% of portfolio
9,450
Q1 2025 Added 69.2%
$0
$991 Million 0.1% of portfolio
22,460
Q4 2024 New
$0
$817 Million 0.09% of portfolio
6,335
Q1 2025 Added 0.3%
$0
$836 Million 0.09% of portfolio
4,484
Q1 2025 Reduced 7.62%
$0
$648 Million 0.07% of portfolio
7,925
Q1 2025 Added 143.62%
$0
$536 Million 0.06% of portfolio
4,220
Q1 2025 Reduced 0.75%
$0
$596 Million 0.06% of portfolio
1,061
Q1 2025 Reduced 2.39%
$0
$618 Million 0.06% of portfolio
7,259
Q4 2022 New
$0
$612 Million 0.06% of portfolio
10,489
Q1 2025 Reduced 1.47%
$0
$460 Million 0.05% of portfolio
4,981
Q1 2025 Added 8.21%
$0
$462 Million 0.05% of portfolio
8,070
Q1 2025 Added 154.49%
$0
$507 Million 0.05% of portfolio
2,929
Q1 2025 Added 0.1%
$0
$419 Million 0.04% of portfolio
1,286
Q1 2025 Added 0.08%
$0
$423 Million 0.04% of portfolio
7,342
Q1 2025 Added 0.53%
$0
$369 Million 0.04% of portfolio
1,023
Q1 2025 Reduced 0.2%
$0
$381 Million 0.04% of portfolio
1,963
Q4 2024 Reduced 4.85%
$0
$339 Million 0.04% of portfolio
1,802
Q1 2025 Added 0.11%
$0
$418 Million 0.04% of portfolio
1,128
Q1 2025 Added 15.22%
$0
$394 Million 0.04% of portfolio
9,014
Q1 2025 Added 4.67%
$0
$348 Million 0.04% of portfolio
10,772
Q1 2025 Added 0.1%
$0
$378 Million 0.04% of portfolio
1,787
Q4 2024 New
$0
$266 Million 0.03% of portfolio
1,413
Q1 2025 Added 21.18%
$106B
$299 Million 0.03% of portfolio
1,036
Q1 2025 Added 3.5%

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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