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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.3 Billion 1.71% of portfolio
26,613
Q2 2024 Added 5.85%
$0
$8.03 Billion 1.03% of portfolio
139,395
Q2 2024 Added 50.88%
$0
$6.05 Billion 0.78% of portfolio
64,516
Q2 2024 Added 32.74%
$0
$5.42 Billion 0.7% of portfolio
177,997
Q2 2024 Added 1.75%
$0
$5.36 Billion 0.69% of portfolio
11,183
Q2 2024 Added 2.59%
$0
$4.4 Billion 0.57% of portfolio
57,451
Q2 2024 Added 47.89%
$0
$3.45 Billion 0.44% of portfolio
60,877
Q2 2024 Added 12.64%
$0
$3.01 Billion 0.39% of portfolio
30,958
Q2 2024 Added 8.88%
$0
$2.44 Billion 0.31% of portfolio
107,797
Q2 2024 Reduced 1.57%
$0
$2.39 Billion 0.31% of portfolio
93,917
Q2 2024 Reduced 2.45%
$0
$2.29 Billion 0.29% of portfolio
45,290
Q2 2024 Added 1.77%
$0
$1.92 Billion 0.25% of portfolio
36,116
Q2 2024 Reduced 5.45%
$0
$1.75 Billion 0.22% of portfolio
3,212
Q2 2024 Added 10.42%
$0
$1.53 Billion 0.2% of portfolio
6,207
Q2 2024 Reduced 0.72%
$0
$1.58 Billion 0.2% of portfolio
13,260
Q1 2024 Reduced 1.73%
$0
$1.33 Billion 0.17% of portfolio
7,782
Q2 2024 Reduced 0.15%
$0
$1.24 Billion 0.16% of portfolio
16,545
Q4 2023 Added 83.79%
$0
$1.19 Billion 0.15% of portfolio
4,458
Q2 2024 Reduced 0.09%
$0
$999 Million 0.13% of portfolio
13,023
Q1 2024 Reduced 0.09%
$0
$909 Million 0.12% of portfolio
6,784
Q2 2024 Added 7.05%
$0
$900 Million 0.12% of portfolio
4,712
Q2 2024 Added 6.8%
$0
$893 Million 0.11% of portfolio
4,533
Q2 2024 Reduced 3.39%
$0
$838 Million 0.11% of portfolio
37,120
Q3 2023 Reduced 5.71%
$0
$749 Million 0.1% of portfolio
6,316
Q2 2024 Reduced 0.36%
$0
$773 Million 0.1% of portfolio
42,399
Q2 2024 Reduced 0.19%
$0
$589 Million 0.08% of portfolio
7,259
Q4 2022 New
$0
$613 Million 0.08% of portfolio
10,471
Q2 2024 Reduced 0.6%
$0
$601 Million 0.08% of portfolio
4,714
Q2 2024 Reduced 5.17%
$0
$659 Million 0.08% of portfolio
1,204
Q2 2024 Added 1.95%
$0
$635 Million 0.08% of portfolio
12,394
Q2 2024 Added 2.81%
$0
$456 Million 0.06% of portfolio
5,176
Q1 2024 Reduced 8.05%
$0
$455 Million 0.06% of portfolio
1,844
Q2 2024 Reduced 0.38%
$0
$391 Million 0.05% of portfolio
3,663
Q1 2024 Reduced 2.84%
$0
$378 Million 0.05% of portfolio
2,069
Q1 2024 Added 5.94%
$0
$373 Million 0.05% of portfolio
1,023
Q2 2024 Reduced 43.23%
$0
$366 Million 0.05% of portfolio
8,601
Q2 2024 Added 1.03%
$0
$420 Million 0.05% of portfolio
7,833
Q2 2024 Added 0.62%
$0
$402 Million 0.05% of portfolio
1,286
Q3 2023 Added 0.08%
$0
$324 Million 0.04% of portfolio
3,296
Q2 2024 New
$0
$337 Million 0.04% of portfolio
6,733
Q2 2024 New
$0
$347 Million 0.04% of portfolio
1,321
Q2 2024 Reduced 12.57%
$0
$338 Million 0.04% of portfolio
905
Q2 2024 Added 5.11%
$0
$224 Million 0.03% of portfolio
1,471
Q2 2024 Reduced 17.22%
$0
$210 Million 0.03% of portfolio
1,205
Q2 2024 Reduced 44.06%
$84.8B
$215 Million 0.03% of portfolio
1,001
Q1 2024 New
$0
$255 Million 0.03% of portfolio
3,459
Q2 2024 Reduced 36.2%
$0
$258 Million 0.03% of portfolio
1,608
Q2 2024 Added 12.92%
$0
$223 Million 0.03% of portfolio
923
Q1 2024 Reduced 2.94%
$0
$260 Million 0.03% of portfolio
3,254
Q1 2024 Reduced 14.01%

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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