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
$52.3B
$1.19 Billion 0.14% of portfolio
10,355
Q3 2024 Reduced 31.74%
$16.4B
$1.16 Billion 0.14% of portfolio
8,322
Q3 2024 Reduced 0.41%
$19.9B
$1.1 Billion 0.13% of portfolio
6,752
Q3 2024 Reduced 0.3%
$0
$1.11 Billion 0.13% of portfolio
14,052
Q3 2024 Added 7.9%
Crane Company Common Stock
-
$1.03 Billion 0.12% of portfolio
-
Q3 2024 Reduced 0.2%
$1.65B
$1.04 Billion 0.12% of portfolio
41,022
Q3 2024 Added 0.68%
$59.5B
$991 Million 0.12% of portfolio
61,744
Q3 2024 Added 8.24%
$0
$1.02 Billion 0.12% of portfolio
4,922
Q3 2024 Added 4.46%
$0
$1.04 Billion 0.12% of portfolio
7,075
Q3 2024 Added 4.29%
$0
$906 Million 0.11% of portfolio
4,511
Q3 2024 Reduced 0.49%
$0
$906 Million 0.11% of portfolio
48,184
Q3 2024 Added 13.64%
$74.8B
$959 Million 0.11% of portfolio
2,771
Q3 2024 Reduced 3.01%
$198B
$825 Million 0.1% of portfolio
6,930
Q3 2024 Added 1.61%
$0
$870 Million 0.1% of portfolio
37,120
Q3 2023 Reduced 5.71%
$56.5B
$868 Million 0.1% of portfolio
3,618
Q3 2024 Added 8.0%
$0
$810 Million 0.1% of portfolio
6,316
Q2 2024 Reduced 0.36%
$5.74B
$869 Million 0.1% of portfolio
5,159
Q3 2024 Reduced 49.63%
$6.45B
$722 Million 0.09% of portfolio
16,565
Q3 2024 Reduced 53.56%
$7.28B
$735 Million 0.09% of portfolio
3,842
Q3 2024 Added 1.91%
$1.35B
$782 Million 0.09% of portfolio
46,665
Q3 2024 Added 9.03%
$0
$679 Million 0.08% of portfolio
10,903
Q3 2024 Added 4.13%
$2.4B
$678 Million 0.08% of portfolio
41,524
Q3 2024 Reduced 45.49%
$18.7B
$680 Million 0.08% of portfolio
1,478
Q3 2024 Added 1.03%
$1.5B
$660 Million 0.08% of portfolio
17,296
Q3 2024 Reduced 44.8%
$0
$671 Million 0.08% of portfolio
12,738
Q3 2024 Added 2.78%
$0
$640 Million 0.08% of portfolio
7,259
Q4 2022 New
$5.32B
$554 Million 0.07% of portfolio
12,896
Q3 2024 Added 2.41%
$120B
$614 Million 0.07% of portfolio
9,822
Q3 2024 Added 0.52%
$1.11B
$599 Million 0.07% of portfolio
13,819
Q3 2024 Reduced 29.73%
$0
$627 Million 0.07% of portfolio
1,087
Q3 2024 Reduced 9.72%
$3.63B
$613 Million 0.07% of portfolio
25,333
Q3 2024 Reduced 38.48%
$10B
$620 Million 0.07% of portfolio
1,953
Q3 2024 Added 2.14%
$0
$622 Million 0.07% of portfolio
4,714
Q2 2024 Reduced 5.17%
$0
$494 Million 0.06% of portfolio
5,176
Q1 2024 Reduced 8.05%
$0
$482 Million 0.06% of portfolio
7,825
Q3 2024 Reduced 0.1%
$28.1B
$475 Million 0.06% of portfolio
2,753
Q3 2024 Reduced 0.97%
$1.26B
$475 Million 0.06% of portfolio
11,440
Q3 2024 Reduced 34.07%
$9.19B
$516 Million 0.06% of portfolio
2,605
Q3 2024 Added 2.08%
$6.24B
$526 Million 0.06% of portfolio
5,957
Q3 2024 Reduced 9.72%
$5.94B
$496 Million 0.06% of portfolio
1,871
Q3 2024 Reduced 37.65%
$0
$481 Million 0.06% of portfolio
4,111
Q3 2024 Added 12.23%
$146B
$493 Million 0.06% of portfolio
7,595
Q3 2024 Reduced 4.19%
$121B
$437 Million 0.05% of portfolio
7,591
Q3 2024 Added 0.68%
$0
$409 Million 0.05% of portfolio
2,063
Q3 2024 Reduced 0.29%
$0
$400 Million 0.05% of portfolio
8,719
Q3 2024 Added 1.37%
$45.2B
$416 Million 0.05% of portfolio
4,564
Q3 2024 Added 0.95%
$0
$385 Million 0.05% of portfolio
1,025
Q3 2024 Added 0.2%
$0
$426 Million 0.05% of portfolio
1,846
Q3 2024 Added 0.11%
$0
$438 Million 0.05% of portfolio
1,286
Q3 2023 Added 0.08%

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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