Four Thought Financial Partners, LLC Portfolio Holdings

Four Thought Financial Partners, LLC

  • $843 Billion
  • Q3 2024

Four Thought Financial Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $843 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $45.1B, Apple Inc. with a value of $32.3B, Nextera Energy Inc with a value of $27.9B, American Tower Corp with a value of $27.1B, and Broadcom Inc. with a value of $26.4B.

Examining the 13F form we can see an increase of $65.7B in the current position value, from $777B to 843B.

Four Thought Financial Partners, LLC is based out at Venice, FL

Below you can find more details about Four Thought Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $843 Billion
Technology: $250 Billion
ETFs: $98.1 Billion
Healthcare: $96.3 Billion
Financial Services: $83.5 Billion
Consumer Cyclical: $62.4 Billion
Communication Services: $42.2 Billion
Real Estate: $40.9 Billion
Industrials: $40.4 Billion
Other: $111 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05B
$306 Million 0.04% of portfolio
7,230
Q3 2024 Added 6.5%
$0
$369 Million 0.04% of portfolio
1,298
Q3 2024 Reduced 1.74%
$3.22B
$312 Million 0.04% of portfolio
42,122
Q3 2024 Added 3.77%
$0
$301 Million 0.04% of portfolio
4,654
Q3 2024 New
$0
$376 Million 0.04% of portfolio
980
Q3 2024 Added 8.29%
$0
$273 Million 0.03% of portfolio
3,254
Q1 2024 Reduced 14.01%
$12.4B
$247 Million 0.03% of portfolio
1,484
Q3 2024 New
$0
$281 Million 0.03% of portfolio
1,609
Q3 2024 Added 0.06%
$8.66B
$270 Million 0.03% of portfolio
1,706
Q3 2024 Reduced 80.2%
$11.7B
$265 Million 0.03% of portfolio
15,268
Q3 2024 Added 23.48%
$0
$221 Million 0.03% of portfolio
1,166
Q3 2024 Reduced 3.24%
$12.1B
$248 Million 0.03% of portfolio
946
Q3 2024 Added 2.38%
$0
$228 Million 0.03% of portfolio
3,151
Q3 2024 Reduced 8.9%
$0
$214 Million 0.03% of portfolio
1,054
Q3 2024 Added 0.09%
$0
$240 Million 0.03% of portfolio
1,439
Q3 2024 Reduced 2.18%
$83.3B
$243 Million 0.03% of portfolio
1,001
Q1 2024 New
$0
$243 Million 0.03% of portfolio
920
Q3 2024 Reduced 0.33%
$81.4B
$209 Million 0.02% of portfolio
5,709
Q3 2024 Reduced 47.78%
$52.3B
$200 Million 0.02% of portfolio
550
Q3 2024 New
$17.7B
$201 Million 0.02% of portfolio
680
Q3 2024 Reduced 20.09%
$0
$104 Million 0.01% of portfolio
10,799
Q3 2024 New
$0
$32.8 Million 0.0% of portfolio
14,451
Q3 2024 Reduced 7.1%
Akamai Technologies Inc 0.125 05/01/2025
-
$13.3 Million 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $843 Billion
  • Prior Value $777 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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