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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.35B
$4.56 Billion 0.48% of portfolio
35,500
Q1 2025 Reduced 6.99%
$5.69B
$3.65 Billion 0.38% of portfolio
66,190
Q1 2025 Added 4.82%
$2.13B
$1.58 Billion 0.17% of portfolio
13,359
Q1 2025 Reduced 5.48%
$7.92B
$1.42 Billion 0.15% of portfolio
12,406
Q4 2024 New
$7.66B
$1.02 Billion 0.11% of portfolio
10,384
Q1 2025 Reduced 3.93%
$4.92B
$909 Million 0.1% of portfolio
7,215
Q1 2025 Added 8.71%
$5.98B
$743 Million 0.08% of portfolio
4,999
Q1 2025 Added 0.66%
$8.75B
$739 Million 0.08% of portfolio
14,200
Q1 2025 Reduced 2.31%
$6.68B
$624 Million 0.07% of portfolio
3,973
Q1 2025 Added 5.58%
$5.21B
$571 Million 0.06% of portfolio
13,132
Q1 2025 Added 3.69%
$8.16B
$589 Million 0.06% of portfolio
2,008
Q1 2025 Added 5.3%
$2.34B
$416 Million 0.04% of portfolio
26,371
Q1 2025 Added 13.86%
$4.85B
$373 Million 0.04% of portfolio
1,896
Q1 2025 Added 5.1%
$8.16B
$271 Million 0.03% of portfolio
1,677
Q1 2025 Added 1.21%
$9.39B
$252 Million 0.03% of portfolio
4,909
Q1 2025 Added 4.6%
$4.92B
$325 Million 0.03% of portfolio
2,759
Q1 2025 Added 10.71%
$6.75B
$285 Million 0.03% of portfolio
3,070
Q1 2025 Added 5.72%
$5.72B
$247 Million 0.03% of portfolio
12,690
Q1 2025 Reduced 12.24%
$6B
$289 Million 0.03% of portfolio
1,659
Q4 2024 New
$6.22B
$288 Million 0.03% of portfolio
5,267
Q1 2025 Added 14.2%
$6.14B
$268 Million 0.03% of portfolio
2,506
Q1 2025 Added 9.05%
$2.45B
$282 Million 0.03% of portfolio
47,492
Q1 2025 Added 15.96%
$4.27B
$255 Million 0.03% of portfolio
6,111
Q1 2025 New
$6.18B
$201 Million 0.02% of portfolio
1,660
Q1 2025 New
$6.55B
$200 Million 0.02% of portfolio
701
Q1 2025 Added 0.29%
$8.76B
$220 Million 0.02% of portfolio
1,625
Q1 2025 Reduced 11.01%
$4.56B
$234 Million 0.02% of portfolio
3,072
Q1 2025 New
$2.1B
$204 Million 0.02% of portfolio
12,916
Q1 2025 New
$5.65B
$226 Million 0.02% of portfolio
1,567
Q1 2025 Added 9.66%
$4.52B
$210 Million 0.02% of portfolio
5,615
Q1 2025 Reduced 5.88%
$5.78B
$222 Million 0.02% of portfolio
7,994
Q1 2025 Added 23.63%
$3.03B
$236 Million 0.02% of portfolio
2,069
Q1 2025 New
$4.04B
$208 Million 0.02% of portfolio
3,594
Q1 2025 Added 11.55%
$2.79B
$214 Million 0.02% of portfolio
7,464
Q4 2024 New
$2.77B
$180 Million 0.02% of portfolio
10,412
Q1 2025 New

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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