Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $843 Billion
  • Q3 2024

Four Thought Financial Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $843 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $45.1B, Apple Inc. with a value of $32.3B, Nextera Energy Inc with a value of $27.9B, American Tower Corp with a value of $27.1B, and Broadcom Inc. with a value of $26.4B.

Examining the 13F form we can see an increase of $65.7B in the current position value, from $777B to 843B.

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 $843 Billion
Technology: $250 Billion
ETFs: $98.1 Billion
Healthcare: $96.3 Billion
Financial Services: $83.5 Billion
Consumer Cyclical: $62.4 Billion
Communication Services: $42.2 Billion
Real Estate: $40.9 Billion
Industrials: $40.4 Billion
Other: $111 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207B
$5.88 Billion 0.7% of portfolio
9,505
Q3 2024 Added 0.58%
$1.36T
$5.78 Billion 0.69% of portfolio
10,093
Q3 2024 Added 3.26%
$511B
$5.48 Billion 0.65% of portfolio
11,103
Q3 2024 Added 0.46%
$0
$5.4 Billion 0.64% of portfolio
11,071
Q3 2024 Reduced 1.0%
$182B
$5.15 Billion 0.61% of portfolio
8,293
Q3 2024 Added 0.42%
$209B
$5.17 Billion 0.61% of portfolio
9,984
Q3 2024 Added 0.13%
$0
$4.83 Billion 0.57% of portfolio
143,651
Q3 2024 Reduced 19.3%
$77.5B
$4.71 Billion 0.56% of portfolio
24,118
Q3 2024 Reduced 0.24%
$1.2T
$4.53 Billion 0.54% of portfolio
27,072
Q3 2024 Added 0.52%
$29.1B
$4.29 Billion 0.51% of portfolio
4,638
Q3 2024 Reduced 2.99%
$98.7B
$4.22 Billion 0.5% of portfolio
33,445
Q3 2024 Added 2.78%
$0
$3.71 Billion 0.44% of portfolio
62,310
Q3 2024 Added 2.35%
$0
$3.68 Billion 0.44% of portfolio
36,345
Q3 2024 Added 17.4%
$6.16B
$3.62 Billion 0.43% of portfolio
12,440
Q3 2024 Added 3.29%
$202B
$3.47 Billion 0.41% of portfolio
21,123
Q3 2024 Added 5.29%
$67.7B
$3.45 Billion 0.41% of portfolio
118,562
Q3 2024 Added 8.79%
$16.8B
$3.34 Billion 0.4% of portfolio
13,146
Q3 2024 Added 6.2%
$78.4B
$3.28 Billion 0.39% of portfolio
11,679
Q3 2024 Added 3.48%
$68.4B
$3.2 Billion 0.38% of portfolio
92,555
Q3 2024 Added 2.71%
$51.6B
$3.08 Billion 0.37% of portfolio
19,019
Q3 2024 Reduced 1.93%
$102B
$2.87 Billion 0.34% of portfolio
36,788
Q3 2024 Added 0.89%
$0
$2.77 Billion 0.33% of portfolio
119,437
Q3 2024 Added 10.8%
$76.7B
$2.76 Billion 0.33% of portfolio
35,543
Q3 2024 Added 4.62%
$39.5B
$2.81 Billion 0.33% of portfolio
23,694
Q3 2024 Added 30.63%
$0
$2.73 Billion 0.32% of portfolio
103,746
Q3 2024 Added 10.47%
$83.4B
$2.46 Billion 0.29% of portfolio
21,316
Q3 2024 Added 0.58%
$47.9B
$2.37 Billion 0.28% of portfolio
53,373
Q3 2024 Added 11.34%
$168B
$2.28 Billion 0.27% of portfolio
50,711
Q3 2024 Reduced 27.53%
$0
$2.16 Billion 0.26% of portfolio
42,644
Q3 2024 Reduced 5.84%
$19.6B
$2.16 Billion 0.26% of portfolio
29,054
Q3 2024 Reduced 1.75%
$164B
$2.17 Billion 0.26% of portfolio
98,415
Q3 2024 Reduced 15.19%
$0
$2.14 Billion 0.25% of portfolio
194,651
Q3 2024 Reduced 14.99%
$30.2B
$2.07 Billion 0.25% of portfolio
9,881
Q3 2024 Added 5.42%
$0
$2.07 Billion 0.25% of portfolio
36,227
Q3 2024 Added 0.31%
$65.8B
$1.98 Billion 0.24% of portfolio
43,408
Q3 2024 Added 6.66%
$23.1B
$1.93 Billion 0.23% of portfolio
4,516
Q3 2024 Added 0.89%
$32.8B
$1.93 Billion 0.23% of portfolio
30,401
Q3 2024 Reduced 0.23%
$0
$1.83 Billion 0.22% of portfolio
3,195
Q3 2024 Reduced 0.53%
$0
$1.74 Billion 0.21% of portfolio
83,129
Q3 2024 Added 90.59%
$0
$1.67 Billion 0.2% of portfolio
13,260
Q1 2024 Reduced 1.73%
$0
$1.7 Billion 0.2% of portfolio
6,541
Q3 2024 Added 5.38%
$18.4B
$1.49 Billion 0.18% of portfolio
6,415
Q3 2024 Added 0.75%
$0
$1.34 Billion 0.16% of portfolio
7,457
Q3 2024 Reduced 4.18%
$2.24B
$1.38 Billion 0.16% of portfolio
15,460
Q3 2024 Added 1.07%
$24.3B
$1.35 Billion 0.16% of portfolio
14,117
Q3 2024 Added 16.55%
$0
$1.38 Billion 0.16% of portfolio
2,348
Q3 2024 Added 0.04%
$0
$1.35 Billion 0.16% of portfolio
4,772
Q3 2024 Added 7.04%
$9.13B
$1.29 Billion 0.15% of portfolio
11,189
Q3 2024 Added 3.62%
$0
$1.3 Billion 0.15% of portfolio
16,545
Q4 2023 Added 83.79%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $843 Billion
  • Prior Value $777 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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