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CIK: 0001956790
Total reported value
$1.3B
$1.3B
318 檔
13.0%
During the Q4 2024 filing period, FourThought Financial Partners, LLC (CIK: 0001956790) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 318 reported positions.
During Q4 2024, FourThought Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.32% | +3.56% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.68% | +0.38% | -0.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.07% | -1.95% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.97% | +0.03% | +388.68% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | +0.07% | +2.03% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.46% | -0.21% | — | |
| 7 | AMT | American Tower CORP | Stock-Real Estate | 2.16% | -0.71% | -2.81% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.09% | +0.09% | +1.31% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.01% | -1.64% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.83% | -0.18% | +1.23% | |
| 11 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.83% | -0.08% | -0.44% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.08% | +1.44% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.70% | -11.56% | |
| 14 | BLK | Blackrock Inc | Stock-Financials | 1.59% | -0.11% | -0.29% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.56% | -0.19% | -0.14% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.53% | -0.38% | -0.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.28% | -9.37% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.12% | +15.36% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.44% | +0.09% | +0.86% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.19% | -1.01% | |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.27% | — | +50.06% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.21% | -0.36% | — | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.19% | -0.07% | +0.84% | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.11% | -0.44% | +21.44% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.04% | +33.91% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.09% | -0.25% | -23.65% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.13% | -0.22% | |
| 28 | ACN | Accenture plc | Stock-Tech | 1.04% | -0.11% | -0.05% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.27% | -2.50% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.97% | -0.33% | +1.57% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.02% | -16.98% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | — | -0.09% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.94% | +0.02% | -0.88% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.94% | +0.08% | +0.90% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.91% | -0.33% | -41.65% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.08% | +0.78% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.76% | EXIT | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | +0.19% | +1.05% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.74% | +0.46% | +2.16% | |
| 40 | NDAQ | Nasdaq Inc | Stock-Financials | 0.73% | -0.16% | +1.02% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.02% | -0.22% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.03% | -11.22% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.67% | -0.01% | -9.38% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.07% | +4.57% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.61% | — | +2.10% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.03% | +0.47% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.07% | +2.11% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.09% | -36.36% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.92% | +0.59% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.12% | — |
According to official SEC Form 13F filings, FourThought Financial Partners, LLC reported a total U.S. public equity portfolio value of $1.3B across 318 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, AAPL) accounted for 13.0% of total reported equity market value during Q4 2024.
During Q4 2024, FourThought Financial Partners, LLC's top holdings by market value included MSFT (4.8%)、AVGO (3.7%)、AAPL (3.5%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q4 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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