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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.65K
New
$66.77 - $71.52 $578K - $619K
8.65K $597M
ABBV
Abb Vie Inc.

Healthcare
3.33K
New
$164.99 - $203.87 $549K - $679K
3.33K $592M
ABT
Abbott Laboratories

Healthcare
5.1K
New
$111.93 - $119.39 $571K - $609K
5.1K $577M
Fluent Inc
229K
New
N/A
229K $576M
DIS
Walt Disney CO

Communication Services
5.11K
New
$92.39 - $117.6 $472K - $601K
5.11K $569M
STNG
Scorpio Tankers Inc.

Energy
11.4K
New
$47.15 - $74.31 $536K - $845K
11.4K $565M
LLY
Eli Lilly & CO

Healthcare
698
New
$727.2 - $932.06 $508K - $651K
698 $539M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.27K
New
$101.51 - $140.63 $433K - $600K
4.27K $535M
VUG
Vanguard Growth ETF

ETFs
1.3K
New
$378.79 - $428.11 $494K - $558K
1.3K $535M
PG
Procter & Gamble CO

Consumer Defensive
3.18K
New
$161.05 - $179.7 $513K - $572K
3.18K $534M
HD
Home Depot, Inc.

Consumer Cyclical
1.36K
New
$385.02 - $431.37 $524K - $587K
1.36K $529M
XLE
Energy Sector Spdr

ETFs
6.13K
New
$83.32 - $97.27 $511K - $596K
6.13K $525M
IBM
International Business Machines Corp

Technology
2.38K
New
$204.9 - $238.04 $487K - $565K
2.38K $522M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.36K
New
$219.66 - $257.62 $518K - $607K
2.36K $521M
FVD
First Tr Value Line Divid Inde

ETFs
11.8K
New
$43.4 - $46.7 $513K - $552K
11.8K $515M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.18K
New
$338.38 - $446.21 $398K - $525K
1.18K $512M
XOM
Exxon Mobil Corp

Energy
4.76K
New
$105.51 - $125.37 $502K - $597K
4.76K $512M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.4K
New
$26.93 - $84.95 $495K - $1.56M
18.4K $502M
CSCO
Cisco Systems, Inc.

Technology
8.35K
New
$52.45 - $60.02 $438K - $501K
8.35K $494M
CW
Curtiss Wright Corp

Industrials
1.36K
New
$335.08 - $389.49 $456K - $530K
1.36K $483M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
53K
New
$8.01 - $11.0 $425K - $583K
53K $477M
IAU
Ishares Gold Trust

ETFs
9.46K
New
$48.37 - $52.65 $458K - $498K
9.46K $469M
CRM
Salesforce, Inc.

Technology
1.36K
New
$270.87 - $367.87 $367K - $499K
1.36K $453M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
5.96K
New
$74.69 - $79.24 $445K - $472K
5.96K $450M
MMM
3 M CO

Industrials
3.4K
New
$124.74 - $137.12 $424K - $466K
3.4K $439M
CVX
Chevron Corp

Energy
2.99K
New
$141.15 - $162.53 $422K - $486K
2.99K $433M
AMD
Advanced Micro Devices Inc

Technology
3.51K
New
$118.88 - $172.8 $417K - $607K
3.51K $424M
TMUS
T Mobile Us, Inc.

Communication Services
1.88K
New
$206.1 - $246.94 $387K - $464K
1.88K $414M
GS
Goldman Sachs Group Inc

Financial Services
720
New
$486.1 - $608.57 $350K - $438K
720 $412M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.8K
New
$34.13 - $37.35 $404K - $443K
11.8K $404M
VZ
Verizon Communications Inc

Communication Services
10.1K
New
$39.6 - $45.21 $398K - $454K
10.1K $402M
CMT
Core Molding Technologies Inc

Basic Materials
24.1K
New
$15.05 - $17.89 $363K - $431K
24.1K $399M
CAT
Caterpillar Inc

Industrials
1.08K
New
$360.37 - $416.88 $388K - $449K
1.08K $391M
AMOT
Allied Motion Technologies Inc

Technology
16.1K
New
N/A
16.1K $391M
BORR
Borr Drilling LTD

Energy
98.7K
New
$3.36 - $5.65 $332K - $558K
98.7K $385M
HON
Honeywell International Inc

Industrials
1.69K
New
$202.84 - $236.0 $343K - $399K
1.69K $382M
MA
Mastercard Inc

Financial Services
709
New
$491.3 - $536.15 $348K - $380K
709 $373M
FANG
Diamondback Energy, Inc.

Energy
2.23K
New
$153.06 - $199.5 $342K - $445K
2.23K $366M
HSII
Heidrick & Struggles International Inc

Industrials
8.25K
New
$36.75 - $48.36 $303K - $399K
8.25K $365M
CEG
Constellation Energy Corp

Utilities
1.62K
New
$224.28 - $285.52 $363K - $462K
1.62K $362M
INTU
Intuit Inc

Technology
574
New
$602.01 - $706.25 $346K - $405K
574 $361M
XLU
Utilities Sector Spdr

ETFs
4.71K
New
$74.89 - $82.93 $353K - $391K
4.71K $357M
SPTN
Spartan Nash CO

Consumer Defensive
19.3K
New
$18.02 - $22.59 $348K - $436K
19.3K $354M
SO
Southern CO

Utilities
4.23K
New
$81.5 - $94.15 $345K - $398K
4.23K $348M
GM
General Motors CO

Consumer Cyclical
6.49K
New
$44.82 - $60.2 $291K - $390K
6.49K $346M
TRV
Travelers Companies, Inc.

Financial Services
1.43K
New
$225.97 - $266.66 $324K - $382K
1.43K $345M
GD
General Dynamics Corp

Industrials
1.29K
New
$260.28 - $314.03 $337K - $406K
1.29K $341M
NKE
Nike, Inc.

Consumer Cyclical
4.45K
New
$73.36 - $89.13 $326K - $396K
4.45K $337M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.7K
New
$38.37 - $42.82 $334K - $372K
8.7K $334M
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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