Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $963 Billion
  • Q4 2024

Four Thought Financial Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $963 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 $45.8B, Broadcom Inc. with a value of $35.5B, Apple Inc. with a value of $34.1B, Vanguard Russell 1000 Value Et with a value of $28.6B, and Nvidia Corp with a value of $23.9B.

Examining the 13F form we can see an increase of $120B in the current position value, from $843B to 963B.

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 $963 Billion
Technology: $257 Billion
ETFs: $139 Billion
Financial Services: $113 Billion
Healthcare: $97.5 Billion
Industrials: $62.3 Billion
Consumer Cyclical: $60 Billion
Consumer Defensive: $44.2 Billion
Energy: $40.7 Billion
Other: $125 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.28 Billion 0.55% of portfolio
54,489
Q4 2024 Added 49.92%
$169B
$5.14 Billion 0.53% of portfolio
8,181
Q4 2024 Reduced 1.35%
$950B
$5.13 Billion 0.53% of portfolio
26,921
Q4 2024 Reduced 0.56%
$103B
$5.12 Billion 0.53% of portfolio
3,013
Q4 2024 Added 0.17%
$0
$4.97 Billion 0.52% of portfolio
139,535
Q4 2024 Reduced 2.87%
$196B
$4.96 Billion 0.52% of portfolio
9,540
Q4 2024 Added 0.37%
$44.7B
$4.89 Billion 0.51% of portfolio
8,144
Q4 2024 Added 37.43%
$174B
$4.81 Billion 0.5% of portfolio
13,253
Q4 2024 New
$32.9B
$4.81 Billion 0.5% of portfolio
22,859
Q4 2024 Added 131.34%
$71.9B
$4.6 Billion 0.48% of portfolio
32,975
Q4 2024 New
$2.27B
$4.63 Billion 0.48% of portfolio
38,167
Q4 2024 New
$179B
$4.5 Billion 0.47% of portfolio
10,117
Q4 2024 Added 1.33%
$74.1B
$4.41 Billion 0.46% of portfolio
140,532
Q4 2024 Added 18.53%
$491B
$4.1 Billion 0.43% of portfolio
38,103
Q4 2024 New
$47.7B
$4.18 Billion 0.43% of portfolio
30,953
Q4 2024 Reduced 23.15%
$185B
$4.18 Billion 0.43% of portfolio
7,308
Q4 2024 New
$76.4B
$3.95 Billion 0.41% of portfolio
24,249
Q4 2024 Added 0.54%
$0
$3.59 Billion 0.37% of portfolio
62,386
Q4 2024 Added 0.12%
$5.94B
$3.35 Billion 0.35% of portfolio
63,146
Q4 2024 Added 407.6%
$0
$3.38 Billion 0.35% of portfolio
67,422
Q4 2024 New
$54.4B
$3.24 Billion 0.34% of portfolio
67,635
Q4 2024 Added 26.72%
$683B
$3.24 Billion 0.34% of portfolio
7,147
Q4 2024 New
$40.9B
$3.25 Billion 0.34% of portfolio
18,348
Q4 2024 Reduced 3.53%
$76.2B
$3.29 Billion 0.34% of portfolio
34,782
Q4 2024 Reduced 2.14%
Lam Research Corp Com New
-
$3.3 Billion 0.34% of portfolio
-
Q4 2024 New
$0
$3.31 Billion 0.34% of portfolio
31,083
Q4 2024 New
$363B
$3.2 Billion 0.33% of portfolio
18,021
Q4 2024 New
$61.2B
$3.05 Billion 0.32% of portfolio
94,506
Q4 2024 Added 2.11%
$99.2B
$3.05 Billion 0.32% of portfolio
11,045
Q4 2024 New
$95.5B
$3.07 Billion 0.32% of portfolio
4,870
Q4 2024 New
$75.3B
$3.12 Billion 0.32% of portfolio
36,548
Q4 2024 Reduced 0.65%
$474B
$2.72 Billion 0.28% of portfolio
4
Q4 2024 New
$91.9B
$2.64 Billion 0.27% of portfolio
24,486
Q4 2024 Added 14.87%
$0
$2.59 Billion 0.27% of portfolio
114,135
Q4 2024 Reduced 4.44%
$55.8B
$2.48 Billion 0.26% of portfolio
12,889
Q4 2024 New
$167B
$2.51 Billion 0.26% of portfolio
20,821
Q4 2024 Reduced 1.43%
$75.7B
$2.53 Billion 0.26% of portfolio
9,970
Q4 2024 New
$0
$2.55 Billion 0.26% of portfolio
99,590
Q4 2024 Reduced 4.01%
$72.1B
$2.36 Billion 0.25% of portfolio
43,628
Q4 2024 Added 0.51%
$58.6B
$2.44 Billion 0.25% of portfolio
21,382
Q4 2024 Reduced 56.14%
$0
$2.44 Billion 0.25% of portfolio
191,742
Q4 2024 Reduced 1.49%
$102B
$2.35 Billion 0.24% of portfolio
22,269
Q4 2024 Reduced 33.42%
$48.2B
$2.3 Billion 0.24% of portfolio
14,903
Q4 2024 Added 43.92%
$0
$2.24 Billion 0.23% of portfolio
42,899
Q4 2024 Added 18.42%
$20.9B
$2.19 Billion 0.23% of portfolio
28,860
Q4 2024 Reduced 0.67%
$201B
$2.16 Billion 0.22% of portfolio
94,805
Q4 2024 Reduced 3.67%
$0
$2.08 Billion 0.22% of portfolio
3,348
Q4 2024 Added 42.59%
$189B
$2.02 Billion 0.21% of portfolio
50,401
Q4 2024 Reduced 0.61%
$0
$1.98 Billion 0.21% of portfolio
39,297
Q4 2024 Reduced 7.85%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $963 Billion
  • Prior Value $843 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 154 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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