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
MPRO
Northern Lts Fd Tr Iv Monarch
149K
New
$28.53 - $30.36 $4.25M - $4.52M
149K $4.26B
JEPI
J P Morgan Exchange Traded Fd

ETFs
62.6K
New
$57.53 - $60.83 $3.6M - $3.8M
62.6K $3.6B
AAPL
Apple Inc.

Technology
11.4K
New
$221.69 - $259.02 $2.53M - $2.95M
11.4K $2.86B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
115K
New
$22.39 - $23.45 $2.58M - $2.7M
115K $2.65B
VGSH
Vanguard

ETFs
44.3K
New
$58.02 - $58.88 $2.57M - $2.61M
44.3K $2.58B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
44K
New
$53.94 - $58.15 $2.37M - $2.56M
44K $2.48B
NVDA
Nvidia Corp

Technology
17.3K
New
$117.0 - $148.88 $2.02M - $2.57M
17.3K $2.32B
VCIT
Vanguard Intermediate Term Cor

ETFs
26.6K
New
$80.13 - $83.77 $2.14M - $2.23M
26.6K $2.14B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26.3K
New
$77.86 - $79.27 $2.05M - $2.09M
26.3K $2.05B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.2K
New
$100.16 - $100.7 $2.02M - $2.03M
20.2K $2.02B
JNJ
Johnson & Johnson

Healthcare
11.1K
New
$143.34 - $165.86 $1.6M - $1.85M
11.1K $1.61B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.4K
New
$96.64 - $101.23 $1.58M - $1.66M
16.4K $1.59B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
15.5K
New
$99.2 - $108.47 $1.54M - $1.68M
15.5K $1.54B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.3K
New
$91.29 - $91.8 $1.4M - $1.41M
15.3K $1.4B
XLV
Select Sector Spdr Fund Health

ETFs
10.1K
New
$136.28 - $154.74 $1.38M - $1.57M
10.1K $1.39B
WMT
Walmart Inc.

Consumer Defensive
15.3K
New
$79.1 - $95.7 $1.21M - $1.46M
15.3K $1.38B
V
Visa Inc.

Financial Services
4.36K
New
$273.87 - $320.91 $1.19M - $1.4M
4.36K $1.38B
AMZN
Amazon Com Inc

Consumer Cyclical
5.93K
New
$180.88 - $232.93 $1.07M - $1.38M
5.93K $1.3B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.2K
New
$87.1 - $98.49 $1.24M - $1.4M
14.2K $1.24B
TSLA
Tesla, Inc.

Consumer Cyclical
2.85K
New
$213.65 - $479.86 $609K - $1.37M
2.85K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
New
$442.29 - $483.08 $1.08M - $1.18M
2.44K $1.11B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.8K
New
$49.79 - $51.14 $1.08M - $1.11M
21.8K $1.09B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.8K
New
$50.62 - $50.97 $952K - $959K
18.8K $954M
BA
Boeing CO

Industrials
5.31K
New
$138.14 - $180.72 $733K - $959K
5.31K $940M
MCD
Mcdonalds Corp

Consumer Cyclical
3.06K
New
$288.47 - $316.54 $882K - $968K
3.06K $886M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.68K
New
$481.22 - $538.17 $807K - $902K
1.68K $857M
ISRG
Intuitive Surgical Inc

Healthcare
1.62K
New
$471.27 - $550.62 $765K - $894K
1.62K $848M
FITB
Fifth Third Bancorp

Financial Services
19.8K
New
$41.76 - $48.44 $828K - $960K
19.8K $838M
XLP
Consumer Staples Sector Spdr

ETFs
10.6K
New
N/A
10.6K $836M
XLI
Industrial Sector Spdr

ETFs
6.26K
New
$131.76 - $143.99 $825K - $902K
6.26K $825M
GOOG
Alphabet Inc.

Communication Services
4.17K
New
$163.08 - $198.16 $680K - $826K
4.17K $794M
SPIB
Spdr Portfolio Intermediate Te

ETFs
23.8K
New
$32.65 - $33.68 $778K - $802K
23.8K $780M
CLMB
Climb Global Solutions Inc Com
5.9K
New
N/A
5.9K $748M
WWW
Wolverine World Wide Inc

Consumer Cyclical
33K
New
$15.36 - $24.25 $506K - $799K
33K $731M
META
Meta Platforms, Inc.

Communication Services
1.25K
New
$554.08 - $632.68 $691K - $789K
1.25K $730M
GOOGL
Alphabet Inc.

Communication Services
3.83K
New
$161.86 - $196.66 $620K - $754K
3.83K $725M
SPYG
Spdr Portfolio

ETFs
8.2K
New
$81.74 - $91.38 $670K - $749K
8.2K $721M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.9K
New
$33.77 - $44.09 $705K - $920K
20.9K $708M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.6K
New
$51.09 - $55.27 $696K - $753K
13.6K $696M
PEP
Pepsico Inc

Consumer Defensive
4.57K
New
$151.29 - $176.1 $692K - $805K
4.57K $695M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.4K
New
$57.29 - $63.1 $652K - $718K
11.4K $653M
QCOM
Qualcomm Inc

Technology
4.09K
New
$150.4 - $178.04 $615K - $728K
4.09K $629M
JBBB
Janus Detroit Str Tr Henderson

ETFs
12.7K
New
$48.59 - $49.45 $616K - $627K
12.7K $624M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.21K
New
$264.18 - $304.19 $585K - $673K
2.21K $620M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.06K
New
$567.81 - $607.81 $600K - $642K
1.06K $619M
AVGO
Broadcom Inc.

Technology
2.67K
New
$159.67 - $250.0 $426K - $667K
2.67K $618M
AMAT
Applied Materials Inc

Technology
3.76K
New
$161.44 - $213.89 $607K - $804K
3.76K $611M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7K
New
$84.34 - $95.14 $590K - $666K
7K $610M
JPM
Jpmorgan Chase & CO

Financial Services
2.51K
New
$205.18 - $250.29 $516K - $629K
2.51K $603M
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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