4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99.8 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv Monarch with a value of $4.26B, J P Morgan Exchange Traded Fd with a value of $3.6B, Apple Inc. with a value of $2.86B, Ishares U.S. Treasury Bond ETF with a value of $2.65B, and Vanguard with a value of $2.58B.

Examining the 13F form we can see an increase of $99.8B in the current position value.

4 Wealth Advisors, Inc. is based out at Burr Ridge, IL

Below you can find more details about 4 Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.