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CIK: 0002056676
Total reported value
$130.3M
$130.3M
141 檔
12.2%
According to the latest 13F quarterly dataset, 4wealth Advisors, Inc. managed an equity portfolio of $130.3M at the end of Q4 2024, spanning 141 distinct U.S. exchange-listed positions.
During Q4 2024, 4wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 4.27% | -0.06% | — | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.60% | -0.29% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.02% | — | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.65% | -0.18% | — | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.58% | -0.25% | — | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.48% | +0.06% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | +0.17% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.02% | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.14% | -0.07% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.06% | -0.21% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.03% | -0.13% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | +0.05% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.15% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.59% | -0.05% | — | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.55% | +0.01% | — | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.40% | +1.27% | — | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.40% | +0.08% | — | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.24% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.06% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.27% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.03% | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | -0.04% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | +0.16% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.01% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.09% | -0.04% | — | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.96% | -0.08% | — | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.94% | +0.03% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.89% | -0.20% | — | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | — | — | |
| 30 | FITB | Fifth Third Bancorp | Stock-Financials | 0.84% | +0.12% | — | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | -0.02% | — | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.83% | +0.07% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.13% | — | |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.78% | -0.02% | — | |
| 35 | CLMB | Climb Global Solutions Inc | Stock-Other | 0.75% | — | — | |
| 36 | WWW | Wolverine World Wide Inc | Stock-Other | 0.73% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.18% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.10% | — | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.07% | — | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.71% | -0.06% | — | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.15% | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | +0.04% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.03% | — | |
| 45 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.62% | -0.02% | — | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.62% | +0.08% | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.01% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | +0.20% | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.61% | +0.02% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.13% | — |
According to official SEC Form 13F filings, 4wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $130.3M across 141 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MPRO, JEPI, AAPL) accounted for 12.2% of total reported equity market value during Q4 2024.
During Q4 2024, 4wealth Advisors, Inc.'s top holdings by market value included MPRO (4.3%)、JEPI (3.6%)、AAPL (2.9%). The largest single position, MPRO, represented 4.3% of total portfolio value.
In Q4 2024, 4wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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