4 Wealth Advisors, Inc. Purchases in Q3 2025

4 Wealth Advisors, Inc.

  • $112 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
362
+ 9.18%
$105.83 - $117.22 $38.3K - $42.4K
4.3K $485M
IBM
International Business Machines Corp

Technology
313
+ 13.55%
$234.77 - $292.47 $73.5K - $91.5K
2.62K $740M
TRV
Travelers Companies, Inc.

Financial Services
140
+ 8.32%
$250.62 - $279.43 $35.1K - $39.1K
1.82K $509M
TMUS
T Mobile Us, Inc.

Communication Services
237
+ 14.37%
$226.02 - $259.01 $53.6K - $61.4K
1.89K $451M
UNH
Unitedhealth Group Inc

Healthcare
73
+ 7.34%
$237.77 - $353.61 $17.4K - $25.8K
1.07K $368M
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 3.65%
$211.65 - $238.24 $52.9K - $59.6K
7.09K $1.56B
PTLO
Portillo'S Inc.

Consumer Cyclical
42.7K
+ 101.2%
$6.06 - $12.32 $259K - $526K
84.9K $547M
PFE
Pfizer Inc

Healthcare
1.33K
+ 9.94%
$23.29 - $25.88 $31K - $34.4K
14.7K $375M
FVD
First Tr Value Line Divid Inde

ETFs
612
+ 4.39%
$44.73 - $46.86 $27.4K - $28.7K
14.6K $674M
NEE
Nextera Energy Inc

Utilities
299
+ 6.8%
$69.77 - $77.54 $20.9K - $23.2K
4.7K $355M
JBBB
Janus Detroit Str Tr Henderson

ETFs
875
+ 4.05%
$48.04 - $48.61 $42K - $42.5K
22.5K $1.08B
CRM
Salesforce, Inc.

Technology
387
+ 25.65%
$231.66 - $273.65 $89.7K - $106K
1.9K $449M
SO
Southern CO

Utilities
265
+ 6.65%
$90.83 - $96.0 $24.1K - $25.4K
4.25K $403M
PG
Procter & Gamble CO

Consumer Defensive
352
+ 10.08%
$150.47 - $161.22 $53K - $56.7K
3.85K $591M
MA
Mastercard Inc

Financial Services
46
+ 6.07%
$550.18 - $598.96 $25.3K - $27.6K
804 $457M
NKE
Nike, Inc.

Consumer Cyclical
512
+ 8.8%
$69.24 - $79.24 $35.5K - $40.6K
6.33K $441M
Redcloud Hldgs PLC
12.4K
New
N/A
12.4K $22.5M
BAC
Bank Of America Corp

Financial Services
7
+ 0.15%
$44.92 - $52.42 $314 - $367
4.68K $242M
PSA
Public Storage

Real Estate
81
+ 8.03%
$271.94 - $298.09 $22K - $24.1K
1.09K $315M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
203
+ 6.12%
$91.44 - $91.77 $18.6K - $18.6K
3.52K $323M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.27%
$620.67 - $670.08 $621 - $670
377 $252M
FDX
Fedex Corp

Industrials
12
+ 0.81%
$217.1 - $243.2 $2.61K - $2.92K
1.5K $354M
Cooper Cos Inc
361
+ 9.32%
N/A
4.23K $290M
BORR
Borr Drilling LTD

Energy
500
+ 4.13%
$1.86 - $3.17 $930 - $1.59K
12.6K $33.9M
MMM
3 M CO

Industrials
13
+ 0.41%
$144.41 - $160.2 $1.88K - $2.08K
3.15K $489M
LLY
Eli Lilly & CO

Healthcare
25
+ 3.82%
$625.65 - $812.69 $15.6K - $20.3K
679 $518M
CSCO
Cisco Systems, Inc.

Technology
212
+ 3.08%
$66.2 - $71.79 $14K - $15.2K
7.09K $485M
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
1.39K
+ 9.74%
$1.43 - $2.14 $1.98K - $2.96K
15.6K $24.8M
T
At&T Inc.

Communication Services
2
+ 0.02%
$26.94 - $29.62 $53.9 - $59.2
10.7K $302M
HON
Honeywell International Inc

Industrials
170
+ 8.0%
$207.7 - $240.4 $35.3K - $40.9K
2.3K $483M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
12.5K
+ 20.1%
$7.48 - $11.55 $93.2K - $144K
74.4K $557M
Activity Summary
Buys All Purchases 82 New Holdings 12 Increased Positions 70 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 2
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