4 Wealth Advisors, Inc. New Holdings in Q4 2024

4 Wealth Advisors, Inc.

  • $99.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Himalaya Shipping LTD
68.5K
New
N/A
68.5K $333M
SPG
Simon Property Group Inc

Real Estate
1.92K
New
$167.23 - $183.84 $321K - $353K
1.92K $331M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.2K
New
$24.94 - $26.14 $330K - $345K
13.2K $330M
FDX
Fedex Corp

Industrials
1.17K
New
$260.5 - $305.15 $304K - $356K
1.17K $328M
COP
Conocophillips

Energy
3.31K
New
$95.12 - $114.72 $315K - $380K
3.31K $328M
SPTL
Spdr Portfolio Long Term Treas

ETFs
12.5K
New
$26.05 - $29.17 $326K - $365K
12.5K $328M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
597
New
$521.84 - $558.82 $312K - $334K
597 $322M
UNH
Unitedhealth Group Inc

Healthcare
631
New
$485.52 - $625.25 $306K - $395K
631 $319M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
13.3K
New
$23.63 - $26.47 $315K - $353K
13.3K $317M
ORCL
Oracle Corp

Technology
1.86K
New
$165.41 - $192.43 $308K - $358K
1.86K $310M
RYT
Invesco S&P 500 Equal Weight T

ETFs
8.02K
New
N/A
8.02K $300M
NFLX
Netflix Inc

Communication Services
333
New
$687.65 - $936.56 $229K - $312K
333 $297M
VMC
Vulcan Materials CO

Basic Materials
1.15K
New
$237.95 - $292.31 $272K - $335K
1.15K $294M
INTC
Intel Corp

Technology
14.5K
New
$19.07 - $26.23 $277K - $382K
14.5K $292M
PSA
Public Storage

Real Estate
955
New
$289.33 - $360.21 $276K - $344K
955 $286M
PFE
Pfizer Inc

Healthcare
10.7K
New
$24.8 - $30.19 $266K - $323K
10.7K $284M
PTLO
Portillo'S Inc.

Consumer Cyclical
29.8K
New
$8.66 - $13.88 $258K - $413K
29.8K $280M
DOW
Dow Inc.

Basic Materials
6.96K
New
$39.1 - $55.34 $272K - $385K
6.96K $279M
KO
Coca Cola CO

Consumer Defensive
4.33K
New
$61.74 - $71.71 $267K - $310K
4.33K $269M
HSY
Hershey CO

Consumer Defensive
1.58K
New
$168.67 - $193.65 $266K - $306K
1.58K $268M
GIFI
Gulf Island Fabrication Inc

Industrials
38.4K
New
$5.38 - $7.35 $206K - $282K
38.4K $261M
Ea Series Trust
8.42K
New
N/A
8.42K $256M
T
At&T Inc.

Communication Services
11K
New
$21.22 - $23.88 $234K - $264K
11K $252M
PECO
Phillips Edison & Company, Inc.

Real Estate
6.5K
New
$35.96 - $39.8 $234K - $259K
6.5K $243M
BAC
Bank Of America Corp

Financial Services
5.42K
New
$39.22 - $47.77 $212K - $259K
5.42K $238M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.35K
New
$27.8 - $29.05 $232K - $242K
8.35K $233M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8K
New
$28.88 - $29.33 $231K - $234K
8K $232M
XLC
Select Sector Spdr Tr Communic

ETFs
2.38K
New
$89.66 - $102.16 $213K - $243K
2.38K $230M
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
93.3K
New
$1.99 - $3.28 $186K - $306K
93.3K $225M
Flagstar Financial Inc
23.9K
New
N/A
23.9K $223M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
15.8K
New
$13.41 - $19.11 $212K - $302K
15.8K $222M
IVV
Ishares Core S&P 500 ETF

ETFs
376
New
$570.51 - $610.59 $215K - $230K
376 $221M
AXP
American Express CO

Financial Services
740
New
$267.35 - $305.57 $198K - $226K
740 $220M
TXN
Texas Instruments Inc

Technology
1.14K
New
N/A
1.14K $214M
ALB
Albemarle Corp

Basic Materials
2.47K
New
$86.08 - $111.3 $212K - $275K
2.47K $212M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.25K
New
$89.9 - $100.66 $202K - $226K
2.25K $203M
EXC
Exelon Corp

Utilities
5.37K
New
$36.22 - $40.97 $195K - $220K
5.37K $202M
BIGZ
Black Rock Innovation & Growth Trust
11K
New
$7.43 - $8.08 $81.9K - $89K
11K $82M
LOOP
Loop Industries, Inc.

Basic Materials
50K
New
$1.18 - $1.89 $59K - $94.5K
50K $60M
Acelyrin Inc
11.2K
New
N/A
11.2K $35.2M
Activity Summary
Buys All Purchases 141 New Holdings 141 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 2
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