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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$781B
$1.92 Billion 0.2% of portfolio
2,321
Q1 2025 Added 1.04%
$51.4B
$1.94 Billion 0.2% of portfolio
15,682
Q1 2025 Reduced 26.66%
$0
$1.89 Billion 0.2% of portfolio
3,478
Q1 2025 Added 3.88%
$0
$1.83 Billion 0.19% of portfolio
3,266
Q1 2025 Added 1.81%
$35.2B
$1.58 Billion 0.17% of portfolio
27,276
Q1 2025 Reduced 1.31%
$18B
$1.61 Billion 0.17% of portfolio
6,115
Q1 2025 Reduced 2.81%
$2.13B
$1.58 Billion 0.17% of portfolio
13,359
Q1 2025 Reduced 5.48%
$0
$1.67 Billion 0.17% of portfolio
21,326
Q1 2025 Added 51.75%
$126B
$1.54 Billion 0.16% of portfolio
5,042
Q1 2025 Reduced 1.91%
$50B
$1.57 Billion 0.16% of portfolio
84,614
Q1 2025 Reduced 0.61%
$19B
$1.51 Billion 0.16% of portfolio
4,561
Q1 2025 Added 2.22%
$7.92B
$1.42 Billion 0.15% of portfolio
12,406
Q4 2024 New
$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%
$18.3B
$1.36 Billion 0.14% of portfolio
19,378
Q1 2025 Added 105.86%
$102B
$1.27 Billion 0.13% of portfolio
1,884
Q1 2025 Reduced 4.27%
$0
$1.2 Billion 0.13% of portfolio
9,796
Q1 2025 Reduced 26.12%
$149B
$1.17 Billion 0.12% of portfolio
11,621
Q1 2025 Added 294.07%
$96.4B
$1.1 Billion 0.12% of portfolio
4,770
Q1 2025 Reduced 12.07%
$0
$1.11 Billion 0.12% of portfolio
6,506
Q1 2025 Reduced 12.8%
$1.31B
$1.02 Billion 0.11% of portfolio
38,207
Q1 2025 Reduced 2.79%
$319M
$1.04 Billion 0.11% of portfolio
274,617
Q4 2024 New
$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%
$505B
$1.07 Billion 0.11% of portfolio
1,144
Q1 2025 Reduced 0.52%
$203B
$1.09 Billion 0.11% of portfolio
9,359
Q1 2025 Reduced 5.93%
$73.5B
$1.04 Billion 0.11% of portfolio
2,601
Q1 2025 Reduced 3.27%
$7.66B
$1.02 Billion 0.11% of portfolio
10,384
Q1 2025 Reduced 3.93%
$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%
Crane Company Common Stock
-
$972 Million 0.1% of portfolio
-
Q1 2025 Added 0.49%
$56.5B
$1 Billion 0.1% of portfolio
4,112
Q1 2025 Added 1.46%
$133B
$962 Million 0.1% of portfolio
4,073
Q1 2025 Reduced 6.13%
$4.92B
$909 Million 0.1% of portfolio
7,215
Q1 2025 Added 8.71%
$20.2B
$916 Million 0.1% of portfolio
6,788
Q1 2025 Added 3.63%
$268B
$998 Million 0.1% of portfolio
6,288
Q1 2025 Reduced 0.47%
$232B
$1 Billion 0.1% of portfolio
3,204
Q1 2025 Reduced 5.32%
$0
$991 Million 0.1% of portfolio
22,460
Q4 2024 New
$189B
$1 Billion 0.1% of portfolio
7,560
Q1 2025 Reduced 2.79%
$0
$817 Million 0.09% of portfolio
6,335
Q1 2025 Added 0.3%
$330B
$864 Million 0.09% of portfolio
20,716
Q1 2025 Reduced 0.97%
$29.5B
$907 Million 0.09% of portfolio
1,564
Q1 2025 Reduced 3.4%
$0
$836 Million 0.09% of portfolio
4,484
Q1 2025 Reduced 7.62%
$150B
$781 Million 0.08% of portfolio
6,411
Q1 2025 Reduced 0.43%
$5.98B
$743 Million 0.08% of portfolio
4,999
Q1 2025 Added 0.66%
$112B
$756 Million 0.08% of portfolio
7,202
Q1 2025 Reduced 4.52%
$134B
$799 Million 0.08% of portfolio
31,514
Q1 2025 Reduced 0.56%
$106B
$808 Million 0.08% of portfolio
13,249
Q1 2025 Reduced 88.37%

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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