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
$43.8B
$388 Million 0.04% of portfolio
4,606
Q2 2025 Added 0.39%
$84.1B
$387 Million 0.04% of portfolio
5,734
Q2 2025 Reduced 7.98%
$0
$371 Million 0.04% of portfolio
16,868
Q2 2025 New
$94.5B
$362 Million 0.04% of portfolio
721
Q1 2025 Reduced 0.14%
$57.5B
$359 Million 0.04% of portfolio
3,462
Q2 2025 Added 4.25%
$33.1B
$358 Million 0.04% of portfolio
4,386
Q2 2025 Reduced 7.25%
$0
$400 Million 0.04% of portfolio
10,772
Q1 2025 Added 0.1%
$16.9B
$400 Million 0.04% of portfolio
1,275
Q2 2025 Reduced 4.64%
$0
$402 Million 0.04% of portfolio
1,963
Q4 2024 Reduced 4.85%
$35.6B
$454 Million 0.04% of portfolio
7,875
Q2 2025 Reduced 71.13%
$0
$440 Million 0.04% of portfolio
1,037
Q2 2025 Added 1.37%
$48.5B
$434 Million 0.04% of portfolio
417
Q2 2025 Reduced 15.76%
$99B
$432 Million 0.04% of portfolio
9,331
Q2 2025 Reduced 29.57%
$3.17B
$431 Million 0.04% of portfolio
4,742
Q2 2025 Added 71.87%
$0
$431 Million 0.04% of portfolio
1,804
Q2 2025 Added 0.11%
$48.7B
$426 Million 0.04% of portfolio
2,930
Q2 2025 Added 0.72%
$306B
$412 Million 0.04% of portfolio
5,827
Q2 2025 Reduced 6.92%
$23.5B
$410 Million 0.04% of portfolio
1,745
Q1 2025 Reduced 5.16%
$0
$265 Million 0.03% of portfolio
3,195
Q2 2025 Reduced 60.41%
$64.4B
$268 Million 0.03% of portfolio
1,046
Q2 2025 Reduced 2.33%
$14B
$268 Million 0.03% of portfolio
607
Q2 2025 Added 0.66%
$0
$269 Million 0.03% of portfolio
3,888
Q2 2025 Reduced 16.3%
$12.3B
$280 Million 0.03% of portfolio
15,268
Q3 2024 Added 23.48%
$7.19B
$283 Million 0.03% of portfolio
3,070
Q1 2025 Added 5.72%
$102B
$286 Million 0.03% of portfolio
1,557
Q2 2025 Reduced 13.45%
$31B
$287 Million 0.03% of portfolio
1,316
Q2 2025 New
$38.4B
$265 Million 0.03% of portfolio
884
Q2 2025 Reduced 4.33%
$53.1B
$265 Million 0.03% of portfolio
856
Q2 2025 Reduced 3.93%
$13.8B
$255 Million 0.03% of portfolio
1,560
Q2 2025 Reduced 0.38%
$0
$257 Million 0.03% of portfolio
1,323
Q2 2025 Reduced 6.37%
$40.9B
$257 Million 0.03% of portfolio
3,394
Q2 2025 Reduced 7.01%
$34.4B
$258 Million 0.03% of portfolio
2,711
Q2 2025 Reduced 9.27%
$17.1B
$259 Million 0.03% of portfolio
743
Q2 2025 Added 12.92%
$0
$260 Million 0.03% of portfolio
1,080
Q2 2025 Added 2.37%
$182B
$260 Million 0.03% of portfolio
2,785
Q2 2025 Reduced 2.49%
$56.3B
$264 Million 0.03% of portfolio
807
Q2 2025 Added 0.12%
$0
$290 Million 0.03% of portfolio
1,639
Q2 2025 Added 1.86%
$0
$302 Million 0.03% of portfolio
1,057
Q2 2025 Reduced 2.13%
$61.8B
$304 Million 0.03% of portfolio
1,357
Q2 2025 Reduced 29.1%
$0
$322 Million 0.03% of portfolio
6,100
Q2 2025 Added 0.39%
$19.9B
$326 Million 0.03% of portfolio
872
Q2 2025 Reduced 4.91%
$48.9B
$326 Million 0.03% of portfolio
3,301
Q2 2025 Reduced 92.05%
$108B
$327 Million 0.03% of portfolio
3,571
Q2 2025 Reduced 25.14%
Ge Vernova Inc Com
-
$330 Million 0.03% of portfolio
-
Q2 2025 New
$0
$330 Million 0.03% of portfolio
12,983
Q2 2025 New
$14.1B
$342 Million 0.03% of portfolio
4,231
Q2 2025 Reduced 9.34%
$66.5B
$352 Million 0.03% of portfolio
3,565
Q2 2025 Added 1.13%
$0
$321 Million 0.03% of portfolio
1,147
Q1 2025 Added 14.81%
$102B
$317 Million 0.03% of portfolio
725
Q1 2025 Added 2.98%

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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