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
$101B
$306 Million 0.03% of portfolio
1,399
Q2 2025 Reduced 5.85%
Linde PLC Shs
-
$307 Million 0.03% of portfolio
-
Q2 2025 Reduced 5.22%
Grail Inc Com
-
$309 Million 0.03% of portfolio
-
Q2 2025 New
$52.5B
$312 Million 0.03% of portfolio
1,524
Q2 2025 Reduced 8.3%
$18.8B
$312 Million 0.03% of portfolio
6,980
Q4 2024 New
$95.8B
$314 Million 0.03% of portfolio
6,928
Q2 2025 Reduced 5.26%
$106B
$316 Million 0.03% of portfolio
1,036
Q1 2025 Added 3.5%
$99.5B
$317 Million 0.03% of portfolio
711
Q2 2025 Added 7.56%
$3.41B
$211 Million 0.02% of portfolio
10,811
Q2 2025 Added 3.83%
$12.4B
$211 Million 0.02% of portfolio
725
Q2 2025 Added 0.14%
$8.3B
$212 Million 0.02% of portfolio
1,561
Q2 2025 Reduced 3.94%
$169B
$213 Million 0.02% of portfolio
392
Q2 2025 New
$26.8B
$214 Million 0.02% of portfolio
1,932
Q2 2025 Reduced 4.26%
$0
$215 Million 0.02% of portfolio
8,871
Q2 2025 New
$1.82B
$220 Million 0.02% of portfolio
5,114
Q2 2025 Added 0.1%
$92.8B
$221 Million 0.02% of portfolio
642
Q2 2025 Reduced 10.08%
$1.99B
$208 Million 0.02% of portfolio
8,878
Q2 2025 Reduced 3.45%
$44.4B
$169 Million 0.02% of portfolio
15,609
Q2 2025 Reduced 0.66%
$16.7B
$180 Million 0.02% of portfolio
10,333
Q4 2024 New
$154M
$198 Million 0.02% of portfolio
13,047
Q4 2024 New
$16.5B
$200 Million 0.02% of portfolio
1,610
Q2 2025 New
$2.76B
$202 Million 0.02% of portfolio
2,941
Q2 2025 New
$0
$202 Million 0.02% of portfolio
3,551
Q2 2025 New
$324B
$205 Million 0.02% of portfolio
1,806
Q2 2025 Added 0.06%
$86B
$207 Million 0.02% of portfolio
759
Q2 2025 Reduced 9.96%
$6.04B
$221 Million 0.02% of portfolio
1,299
Q2 2025 Reduced 21.7%
$258B
$221 Million 0.02% of portfolio
3,134
Q2 2025 Added 4.33%
$6.64B
$222 Million 0.02% of portfolio
6,003
Q2 2025 New
$2.45B
$235 Million 0.02% of portfolio
12,840
Q2 2025 Reduced 12.62%
$0
$235 Million 0.02% of portfolio
2,812
Q2 2025 New
$5.28B
$243 Million 0.02% of portfolio
5,293
Q2 2025 Added 0.49%
$18.2B
$243 Million 0.02% of portfolio
3,569
Q1 2025 Reduced 2.75%
$22B
$246 Million 0.02% of portfolio
2,975
Q2 2025 Reduced 89.53%
$246M
$247 Million 0.02% of portfolio
8,192
Q2 2025 New
$127B
$248 Million 0.02% of portfolio
1,867
Q2 2025 Reduced 5.85%
$6.14B
$250 Million 0.02% of portfolio
4,518
Q2 2025 New
$32.2B
$234 Million 0.02% of portfolio
4,426
Q4 2024 New
$3.75B
$232 Million 0.02% of portfolio
2,069
Q1 2025 New
$61.9B
$222 Million 0.02% of portfolio
830
Q1 2025 New
$76.4B
$222 Million 0.02% of portfolio
1,446
Q2 2025 Reduced 0.75%
$61.1B
$223 Million 0.02% of portfolio
698
Q2 2025 Reduced 0.43%
$0
$227 Million 0.02% of portfolio
7,763
Q2 2025 New
$0
$228 Million 0.02% of portfolio
900
Q2 2025 New
$133B
$229 Million 0.02% of portfolio
299
Q2 2025 New
$0
$230 Million 0.02% of portfolio
5,439
Q2 2025 Added 0.06%
$41B
$232 Million 0.02% of portfolio
1,828
Q2 2025 New
$44.5B
$121 Million 0.01% of portfolio
11,621
Q2 2025 New
$14.5B
$118 Million 0.01% of portfolio
12,857
Q4 2024 New
$0
$98.6 Million 0.01% of portfolio
10,429
Q2 2025 Added 0.05%

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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