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CIK: 0001956790
Total reported value
$1.3B
$1.3B
318 檔
11.3%
According to the latest 13F quarterly dataset, FourThought Financial Partners, LLC managed an equity portfolio of $1.3B at the end of Q1 2025, spanning 318 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 4.48% | -0.32% | +5.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.07% | -7.57% | |
| 3 | AMT | American Tower CORP | Stock-Real Estate | 2.80% | -0.71% | +8.64% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.62% | +0.38% | -2.26% | |
| 5 | NEE | Nextera Energy Inc | Stock-Utilities | 2.55% | -0.21% | +3.96% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.23% | +0.09% | -4.47% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.70% | +17.62% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.07% | +1.06% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.01% | -2.82% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.79% | -0.36% | +48.50% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.76% | -0.18% | -18.44% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.74% | -0.33% | +92.73% | |
| 13 | MDT | Medtronic plc | Stock-Healthcare | 1.65% | -0.25% | +33.42% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.60% | — | +37.61% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.08% | -0.32% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.28% | +5.38% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.51% | -0.19% | +1.75% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.46% | -0.38% | +3.05% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.46% | -0.11% | -1.41% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.42% | +0.09% | +2.25% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.33% | -0.19% | -0.32% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.32% | -0.07% | +0.56% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.31% | -0.44% | +7.37% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.30% | -0.08% | -30.49% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.22% | +1.60% | +251.91% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.12% | +0.25% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.13% | -3.35% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 1.10% | -0.33% | -1.59% | |
| 29 | NDAQ | Nasdaq Inc | Stock-Financials | 1.04% | -0.16% | +43.90% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | -0.08% | +1.54% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.02% | +1.30% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.93% | -0.11% | +0.50% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.92% | -0.04% | -17.61% | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.90% | +0.03% | -70.30% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.88% | +0.08% | +4.24% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.88% | +0.46% | +23.72% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | — | -1.88% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.19% | +4.99% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.82% | +0.27% | -1.68% | |
| 40 | VONE | Vanguard Russell 1000 | ETF-Other | 0.78% | — | +329.44% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.78% | — | +13.15% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.76% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.07% | +14.44% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.02% | +0.82% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.03% | -0.05% | |
| 46 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.62% | -0.04% | +0.27% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.61% | -0.02% | +61.20% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.61% | -0.02% | -14.69% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.60% | +0.05% | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.09% | +1.85% |
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 Q1 2025.
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, AAPL, AMT) accounted for 11.3% of total reported equity market value during Q1 2025.
During Q1 2025, FourThought Financial Partners, LLC's top holdings by market value included MSFT (4.5%)、AAPL (2.9%)、AMT (2.8%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q1 2025, 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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