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CIK: 0001956790
Total reported value
$1.3B
$1.3B
302 檔
13.9%
The Q2 2025 SEC filing reveals that FourThought Financial Partners, LLC held a total portfolio value of $1.3B, covering 302 public equity positions.
During Q2 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 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.32% | +1.60% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.08% | +0.38% | +0.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | +0.07% | +10.88% | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 2.79% | -0.71% | +3.64% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.01% | -2.02% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.10% | +0.09% | -1.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.07% | -17.54% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.70% | +4.57% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.08% | +2.06% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.28% | +8.66% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.66% | -0.18% | -2.62% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.58% | -0.21% | -32.89% | |
| 13 | MDT | Medtronic plc | Stock-Healthcare | 1.55% | -0.25% | +2.42% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.53% | +0.09% | -0.96% | |
| 15 | KLAC | Kla CORP | Stock-Tech | 1.53% | +1.60% | +1.09% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.53% | -0.36% | +2.82% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.41% | -0.38% | -0.98% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.36% | -0.19% | +0.27% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.12% | +2.45% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.30% | -0.33% | -17.98% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.19% | -2.21% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.22% | -0.44% | +1.36% | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.18% | +0.08% | +20.67% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.18% | -0.07% | -1.26% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.17% | -0.08% | -0.64% | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 1.16% | -0.16% | +0.60% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.14% | +0.13% | -2.65% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 1.13% | +0.46% | +12.28% | |
| 29 | BLK | Blackrock Inc | Stock-Financials | 1.12% | -0.11% | -26.53% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | +0.27% | +2.52% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.07% | +22.86% | |
| 32 | CME | Cme Group Inc | Stock-Financials | 1.07% | -0.33% | -1.09% | |
| 33 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.03% | +0.03% | +17.46% | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.99% | — | +41.10% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | -0.04% | +8.32% | |
| 36 | VONE | Vanguard Russell 1000 | ETF-Other | 0.92% | — | +12.39% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | -0.08% | -0.01% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.85% | -0.11% | +1.13% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.19% | +1.40% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | — | -1.78% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.76% | EXIT | |
| 42 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.78% | -0.04% | +0.26% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.71% | +0.01% | +733.45% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.02% | -7.35% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.92% | +2.04% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.02% | -0.30% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.63% | +0.05% | +3.99% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.03% | +0.53% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.15% | -2.83% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.07% | -0.93% |
According to official SEC Form 13F filings, FourThought Financial Partners, LLC reported a total U.S. public equity portfolio value of $1.3B across 302 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, NVDA) accounted for 13.9% of total reported equity market value during Q2 2025.
During Q2 2025, FourThought Financial Partners, LLC's top holdings by market value included MSFT (5.7%)、AVGO (4.1%)、NVDA (3.1%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q2 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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