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CIK: 0001956790
Total reported value
$1.3B
$1.3B
178 檔
12.0%
In Q2 2024, FourThought Financial Partners, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 178 disclosed stock positions.
During Q2 2024, FourThought Financial Partners, LLC'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 | MSFT | Microsoft CORP | Stock-Tech | 6.05% | -0.32% | -1.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.07% | -2.14% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.21% | +0.38% | -4.68% | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 3.03% | -0.21% | -0.40% | |
| 5 | AMT | American Tower CORP | Stock-Real Estate | 2.91% | -0.71% | +24.21% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.07% | +895.96% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.33% | -0.70% | +13.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -0.01% | -0.28% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | +0.09% | +5.04% | |
| 10 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.01% | -0.08% | +25.55% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -0.18% | +5.32% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.93% | -0.33% | +3.03% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.86% | -0.38% | +0.17% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.83% | +0.09% | +0.45% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.08% | +1.83% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.73% | -0.19% | +2.04% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.28% | +5.86% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.68% | -0.25% | +6.85% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 1.53% | — | +0.70% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.19% | -1.12% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.12% | +0.49% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.37% | -0.11% | +7.35% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.34% | -0.07% | +1.61% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.26% | +0.46% | +1.25% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | -0.08% | -0.41% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.24% | +0.19% | -34.43% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.18% | +0.02% | +5.56% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.27% | -0.32% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.13% | +3.77% | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -0.44% | +4.28% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.04% | -0.02% | +5.92% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | — | -4.60% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.03% | -0.04% | +50.88% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 1.03% | +0.92% | +0.16% | |
| 35 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.02% | — | +1.20% | |
| 36 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.01% | — | +4.84% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.03% | +1.92% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.76% | EXIT | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.89% | — | +0.13% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.86% | -0.02% | +0.57% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.02% | -0.52% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.86% | -0.09% | +8.18% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.78% | +0.08% | +32.74% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.73% | -0.01% | +3.21% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.71% | -0.03% | +9.22% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.70% | -0.15% | -1.51% | |
| 47 | EMLP | First Trust North American E | ETF-Other | 0.70% | -0.01% | +1.75% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.07% | +2.59% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.02% | +1.60% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.64% | -0.04% | +3.09% |
According to official SEC Form 13F filings, FourThought Financial Partners, LLC reported a total U.S. public equity portfolio value of $1.3B across 178 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AVGO) accounted for 12.0% of total reported equity market value during Q2 2024.
During Q2 2024, FourThought Financial Partners, LLC's top holdings by market value included MSFT (6.0%)、AAPL (4.7%)、AVGO (3.2%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q2 2024, FourThought Financial Partners, LLC 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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