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
$1.54B
$757 Million 0.08% of portfolio
16,028
Q1 2025 Reduced 3.24%
$8.75B
$739 Million 0.08% of portfolio
14,200
Q1 2025 Reduced 2.31%
$48.6B
$747 Million 0.08% of portfolio
3,928
Q1 2025 Added 10.15%
Bayfirst Financial Corp Com
-
$623 Million 0.07% of portfolio
-
Q1 2025 Added 33.3%
$223B
$684 Million 0.07% of portfolio
2,751
Q1 2025 Reduced 0.86%
$145B
$644 Million 0.07% of portfolio
1,372
Q1 2025 Added 1.25%
$6.68B
$624 Million 0.07% of portfolio
3,973
Q1 2025 Added 5.58%
$99.1B
$696 Million 0.07% of portfolio
7,567
Q1 2025 Reduced 3.4%
$16.5B
$662 Million 0.07% of portfolio
1,457
Q1 2025 Added 1.39%
$137B
$661 Million 0.07% of portfolio
9,946
Q1 2025 Added 9.24%
$0
$648 Million 0.07% of portfolio
7,925
Q1 2025 Added 143.62%
$111B
$679 Million 0.07% of portfolio
3,984
Q1 2025 Added 0.35%
$0
$536 Million 0.06% of portfolio
4,220
Q1 2025 Reduced 0.75%
$206B
$539 Million 0.06% of portfolio
117
Q1 2025 Reduced 3.31%
$52B
$584 Million 0.06% of portfolio
3,421
Q1 2025 Added 0.09%
$156B
$543 Million 0.06% of portfolio
7,814
Q1 2025 Added 11.53%
$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
$67.7B
$567 Million 0.06% of portfolio
1,294
Q1 2025 Added 0.94%
$228B
$605 Million 0.06% of portfolio
3,020
Q1 2025 Reduced 0.69%
$0
$612 Million 0.06% of portfolio
10,489
Q1 2025 Reduced 1.47%
$5.21B
$571 Million 0.06% of portfolio
13,132
Q1 2025 Added 3.69%
$243B
$580 Million 0.06% of portfolio
6,869
Q1 2025 Added 6.68%
$58.3B
$539 Million 0.06% of portfolio
2,625
Q1 2025 Added 0.23%
$66.8B
$582 Million 0.06% of portfolio
5,232
Q1 2025 Reduced 2.95%
$8.16B
$589 Million 0.06% of portfolio
2,008
Q1 2025 Added 5.3%
$210B
$547 Million 0.06% of portfolio
6,092
Q1 2025 Added 17.47%
$0
$460 Million 0.05% of portfolio
4,981
Q1 2025 Added 8.21%
Arista Networks Inc Com Shs
-
$460 Million 0.05% of portfolio
-
Q1 2025 Added 3.08%
$144B
$517 Million 0.05% of portfolio
2,520
Q1 2025 Added 3.58%
$53.9B
$449 Million 0.05% of portfolio
2,909
Q1 2025 Reduced 20.61%
$0
$462 Million 0.05% of portfolio
8,070
Q1 2025 Added 154.49%
$136B
$435 Million 0.05% of portfolio
6,133
Q1 2025 Reduced 1.24%
$53.8B
$489 Million 0.05% of portfolio
495
Q4 2024 New
$107B
$484 Million 0.05% of portfolio
8,063
Q1 2025 Added 0.05%
$64.1B
$506 Million 0.05% of portfolio
4,612
Q1 2025 Reduced 1.37%
$0
$507 Million 0.05% of portfolio
2,929
Q1 2025 Added 0.1%
$310B
$448 Million 0.05% of portfolio
6,260
Q1 2025 Reduced 8.88%
$74.7B
$518 Million 0.05% of portfolio
1,899
Q1 2025 Reduced 8.31%
$97.4B
$468 Million 0.05% of portfolio
4,770
Q1 2025 Reduced 2.73%
$23.7B
$444 Million 0.05% of portfolio
2,779
Q1 2025 Added 2.89%
$161B
$470 Million 0.05% of portfolio
7,889
Q1 2025 Added 4.63%
$165B
$456 Million 0.05% of portfolio
1,613
Q1 2025 Reduced 5.89%
$102B
$516 Million 0.05% of portfolio
2,559
Q1 2025 Reduced 8.57%
$35.8B
$469 Million 0.05% of portfolio
4,729
Q1 2025 Added 3.34%
$12.3B
$405 Million 0.04% of portfolio
5,107
Q1 2025 Added 60.95%
$18.2B
$363 Million 0.04% of portfolio
6,980
Q4 2024 New
$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%

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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