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CIK: 0002056676
Total reported value
$130.3M
$130.3M
123 檔
12.2%
As reported in its official Q1 2025 Form 13F filing, 4wealth Advisors, Inc.'s tracked investment portfolio stood at $130.3M with 123 total positions.
During Q1 2025, 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 | 4.59% | -0.06% | -2.05% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.13% | -0.29% | +6.15% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.02% | -0.25% | +6.65% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.78% | -0.18% | -3.42% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.75% | -0.07% | +15.71% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.02% | -1.40% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.68% | +0.06% | +7.95% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | -0.21% | +5.26% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.17% | +14.49% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.07% | -0.13% | -6.52% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.05% | -0.04% | +45.64% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.05% | +10.62% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | +0.27% | +30.38% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.77% | +0.01% | +2.60% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.67% | -0.08% | +60.85% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.15% | -19.55% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.53% | -0.01% | +7.91% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | +0.06% | -13.80% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.24% | -7.68% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.34% | +0.08% | -16.94% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.03% | +5.33% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 1.14% | +0.03% | +16.05% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.15% | +108.00% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.20% | +5.36% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.02% | -52.60% | |
| 26 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.05% | -0.02% | +55.92% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.01% | -0.06% | -3.68% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | +0.18% | +23.18% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.13% | +34.94% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.20% | +180.07% | |
| 31 | FITB | Fifth Third Bancorp | Stock-Financials | 0.85% | +0.12% | +0.84% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | +0.16% | +5.02% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.81% | +0.07% | -9.90% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.78% | -0.02% | -17.72% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | +0.02% | +4.96% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.03% | +11.71% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.15% | +0.90% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | -7.48% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | -0.04% | -40.77% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.69% | +0.08% | +14.18% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.05% | -9.97% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.02% | +12.55% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.07% | -6.62% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.67% | -0.03% | +15.88% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.66% | — | +82.79% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | +0.20% | +10.38% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.38% | +10.33% | |
| 48 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.64% | -0.01% | +20.61% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.64% | -0.05% | -7.31% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | +0.01% | -1.77% |
According to official SEC Form 13F filings, 4wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $130.3M across 123 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MPRO, JEPI, VGSH) accounted for 12.2% of total reported equity market value during Q1 2025.
During Q1 2025, 4wealth Advisors, Inc.'s top holdings by market value included MPRO (4.6%)、JEPI (4.1%)、VGSH (3.0%). The largest single position, MPRO, represented 4.6% of total portfolio value.
In Q1 2025, 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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