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
$0
$297 Million 0.03% of portfolio
1,147
Q1 2025 Added 14.81%
$31.2B
$251 Million 0.03% of portfolio
2,018
Q1 2025 Reduced 7.52%
$14.5B
$244 Million 0.03% of portfolio
4,308
Q1 2025 Reduced 6.37%
$35.8B
$274 Million 0.03% of portfolio
3,650
Q1 2025 Added 4.95%
$19.9B
$312 Million 0.03% of portfolio
917
Q1 2025 Reduced 4.58%
$6.14B
$268 Million 0.03% of portfolio
2,506
Q1 2025 Added 9.05%
Linde PLC Shs
-
$321 Million 0.03% of portfolio
-
Q1 2025 Added 9.18%
$51.5B
$254 Million 0.03% of portfolio
1,071
Q1 2025 Added 7.1%
$94.3B
$324 Million 0.03% of portfolio
7,313
Q1 2025 Reduced 3.99%
$0
$278 Million 0.03% of portfolio
1,609
Q1 2025 Added 0.06%
$42.6B
$253 Million 0.03% of portfolio
806
Q1 2025 Added 4.27%
$56.3B
$284 Million 0.03% of portfolio
1,662
Q1 2025 Added 4.27%
$0
$318 Million 0.03% of portfolio
6,076
Q1 2025 Reduced 52.3%
$44.2B
$249 Million 0.03% of portfolio
1,751
Q1 2025 Added 7.56%
$74B
$270 Million 0.03% of portfolio
1,338
Q1 2025 Added 0.22%
$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
$0
$288 Million 0.03% of portfolio
4,645
Q1 2025 Reduced 0.19%
$53.7B
$280 Million 0.03% of portfolio
1,914
Q1 2025 Reduced 87.16%
$97.2B
$310 Million 0.03% of portfolio
1,799
Q1 2025 Reduced 11.68%
$11.3B
$305 Million 0.03% of portfolio
15,268
Q3 2024 Added 23.48%
$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%
$12.1B
$231 Million 0.02% of portfolio
724
Q1 2025 Added 0.14%
$26.1B
$212 Million 0.02% of portfolio
4,426
Q4 2024 New
$62.7B
$220 Million 0.02% of portfolio
830
Q1 2025 New
$13.8B
$216 Million 0.02% of portfolio
3,569
Q1 2025 Reduced 2.75%
$0
$222 Million 0.02% of portfolio
6,725
Q1 2025 Added 2.02%
$0
$209 Million 0.02% of portfolio
5,436
Q1 2025 New
$10.6B
$224 Million 0.02% of portfolio
3,015
Q4 2024 New
$8.76B
$220 Million 0.02% of portfolio
1,625
Q1 2025 Reduced 11.01%
$79.5B
$237 Million 0.02% of portfolio
1,074
Q1 2025 Reduced 8.67%
$233B
$220 Million 0.02% of portfolio
3,004
Q1 2025 New
$80.3B
$201 Million 0.02% of portfolio
843
Q1 2025 Reduced 1.86%
$4.56B
$234 Million 0.02% of portfolio
3,072
Q1 2025 New
$10.9B
$212 Million 0.02% of portfolio
1,049
Q1 2025 New
$2.1B
$204 Million 0.02% of portfolio
12,916
Q1 2025 New
$20.2B
$235 Million 0.02% of portfolio
2,681
Q1 2025 Added 10.56%
$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%
$10.2B
$235 Million 0.02% of portfolio
2,382
Q4 2024 New
$17.6B
$213 Million 0.02% of portfolio
2,027
Q1 2025 New
$1.86B
$229 Million 0.02% of portfolio
9,195
Q1 2025 Added 2.61%
$40.2B
$158 Million 0.02% of portfolio
15,713
Q1 2025 Reduced 0.95%
$3.03B
$236 Million 0.02% of portfolio
2,069
Q1 2025 New
$14.5B
$165 Million 0.02% of portfolio
10,333
Q4 2024 New
$98.1B
$237 Million 0.02% of portfolio
5,733
Q1 2025 Added 3.45%
$4.04B
$208 Million 0.02% of portfolio
3,594
Q1 2025 Added 11.55%

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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