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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.6B
$6.09 Billion 0.6% of portfolio
18,409
Q2 2025 Added 3.39%
$96.8B
$5.65 Billion 0.56% of portfolio
53,776
Q2 2025 Added 56.99%
$281B
$5.57 Billion 0.55% of portfolio
57,007
Q2 2025 Reduced 1.15%
$0
$5.36 Billion 0.53% of portfolio
54,068
Q2 2025 Reduced 2.58%
$44.3B
$5.23 Billion 0.52% of portfolio
50,879
Q2 2025 Added 63.58%
$79.3B
$5.23 Billion 0.52% of portfolio
31,508
Q2 2025 Reduced 1.17%
$44B
$5.3 Billion 0.52% of portfolio
9,191
Q2 2025 Added 7.45%
$38.7B
$5.21 Billion 0.51% of portfolio
18,081
Q2 2025 Reduced 0.79%
$218B
$5.13 Billion 0.51% of portfolio
13,207
Q2 2025 Added 0.05%
$48.7B
$5.02 Billion 0.5% of portfolio
28,798
Q2 2025 Added 48.4%
$254B
$4.92 Billion 0.49% of portfolio
6,947
Q2 2025 Reduced 3.43%
$157B
$4.84 Billion 0.48% of portfolio
12,518
Q2 2025 Added 18.41%
$68.2B
$4.83 Billion 0.48% of portfolio
155,823
Q2 2025 Added 7.17%
$232B
$4.67 Billion 0.46% of portfolio
17,139
Q2 2025 Added 2.0%
$1.24T
$4.68 Billion 0.46% of portfolio
26,378
Q2 2025 Reduced 1.42%
$606B
$4.44 Billion 0.44% of portfolio
9,141
Q2 2025 Added 11.08%
$187B
$4.12 Billion 0.41% of portfolio
10,154
Q2 2025 Added 3.79%
$442B
$4.02 Billion 0.4% of portfolio
37,259
Q2 2025 Reduced 1.94%
$112B
$4 Billion 0.39% of portfolio
57,934
Q2 2025 Added 641.41%
$50.2B
$3.83 Billion 0.38% of portfolio
74,362
Q2 2025 Added 6.61%
$0
$3.8 Billion 0.38% of portfolio
66,923
Q2 2025 Added 4.75%
$61.9B
$3.62 Billion 0.36% of portfolio
34,277
Q2 2025 Reduced 0.08%
$0
$3.65 Billion 0.36% of portfolio
74,427
Q2 2025 Added 0.01%
$95.8B
$3.69 Billion 0.36% of portfolio
31,249
Q2 2025 Added 10.33%
$0
$3.59 Billion 0.35% of portfolio
34,381
Q2 2025 Added 0.01%
$70.1B
$3.57 Billion 0.35% of portfolio
22,917
Q2 2025 Reduced 13.15%
$6.58B
$3.45 Billion 0.34% of portfolio
65,461
Q2 2025 Reduced 1.1%
$75.3B
$3.32 Billion 0.33% of portfolio
101,818
Q2 2025 Added 0.62%
Lam Research Corp Com New
-
$3.27 Billion 0.32% of portfolio
-
Q2 2025 Reduced 11.72%
$78.6B
$3.27 Billion 0.32% of portfolio
43,961
Q2 2025 Added 22.35%
$351B
$3.21 Billion 0.32% of portfolio
17,306
Q2 2025 Reduced 2.98%
$0
$3.14 Billion 0.31% of portfolio
51,511
Q2 2025 Added 13.63%
$282B
$3.18 Billion 0.31% of portfolio
22,395
Q2 2025 Reduced 0.87%
$423B
$2.92 Billion 0.29% of portfolio
4
Q4 2024 New
$93.6B
$2.86 Billion 0.28% of portfolio
5,619
Q2 2025 Reduced 47.09%
$203B
$2.83 Billion 0.28% of portfolio
97,637
Q2 2025 Added 5.52%
$70.4B
$2.82 Billion 0.28% of portfolio
44,883
Q2 2025 Added 7.24%
$0
$2.52 Billion 0.25% of portfolio
197,826
Q2 2025 Added 7.67%
$0
$2.52 Billion 0.25% of portfolio
112,742
Q2 2025 Added 1.37%
$0
$2.51 Billion 0.25% of portfolio
24,755
Q2 2025 Reduced 84.36%
$0
$2.44 Billion 0.24% of portfolio
98,520
Q2 2025 Added 1.46%
$608B
$2.46 Billion 0.24% of portfolio
3,160
Q2 2025 Added 36.15%
$452B
$2.37 Billion 0.23% of portfolio
15,533
Q2 2025 Reduced 6.53%
$182B
$2.26 Billion 0.22% of portfolio
52,266
Q2 2025 Reduced 1.03%
$0
$2.25 Billion 0.22% of portfolio
3,398
Q2 2025 Reduced 2.3%
$0
$2.22 Billion 0.22% of portfolio
101,062
Q2 2025 Added 16.06%
$21.5B
$2.1 Billion 0.21% of portfolio
6,678
Q2 2025 Added 9.21%
$40.4B
$2.08 Billion 0.21% of portfolio
14,059
Q1 2025 Added 1.03%
$23.2B
$1.99 Billion 0.2% of portfolio
4,869
Q2 2025 Added 6.75%

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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