FourThought Financial Partners, LLC — Q3 2025 13F Holdings

Name: FourThought Financial Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001956790

Total reported value

$1.2B

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Full holdings list this quarter

Showing top 200 holdings (of 505 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	5.23%	-0.55%	-0.94%
2	AVGO	Broadcom INC	Stock-Tech	4.24%	-0.33%	-2.56%
3	NVDA	Nvidia CORP	Stock-Tech	3.21%	-0.07%	-2.17%
4	AMT	American Tower CORP	Stock-Real Estate	2.25%	+0.36%	+4.21%
5	AAPL	Apple INC	Stock-Tech	2.23%	-0.23%	-4.03%
6	JPM	Jpmorgan Chase & Co	Stock-Financials	2.01%	-0.13%	-2.39%
7	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.95%	+0.23%	+16.54%
8	CVX	Chevron CORP	Stock-Energy	1.85%	+0.72%	+2.32%
9	V	Visa Inc-class A Shares	Stock-Financials	1.82%	-0.10%	+0.94%
10	KLAC	Kla CORP	Stock-Tech	1.64%	+0.25%	-0.31%
11	AMZN	Amazon.com INC	Stock-Consumer Disc	1.60%	—	+2.89%
12	NEE	Nextera Energy INC	Stock-Utilities	1.54%	+0.42%	+1.02%
13	PEP	Pepsico INC	Stock-Consumer Staples	1.54%	+0.21%	+6.31%
14	MDT	Medtronic plc	Stock-Healthcare	1.50%	—	-0.61%
15	ABT	Abbott Laboratories	Stock-Healthcare	1.44%	-0.17%	-1.37%
16	LMT	Lockheed Martin CORP	Stock-Industrials	1.38%	+0.30%	+1.95%
17	LOW	Lowe's Cos INC	Stock-Consumer Disc	1.36%	—	-0.76%
18	ASML	ASML Holding N.V.	Stock-Tech	1.35%	+0.31%	+11.13%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.32%	-0.10%	-19.56%
20	NOC	Northrop Grumman CORP	Stock-Industrials	1.31%	+0.23%	-1.57%
21	VONG	Vanguard Russell 1000 Growth	ETF-Other	1.28%	-0.23%	+10.39%
22	TXN	Texas Instruments INC	Stock-Tech	1.22%	-0.57%	+0.78%
23	VONV	Vanguard Russell 1000 Value	ETF-Other	1.15%	—	+18.98%
24	BLK	Blackrock INC	Stock-Financials	1.13%	-0.08%	+1.84%
25	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.11%	+0.13%	-7.35%
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.07%	+0.27%	+0.21%
27	CB	Chubb Limited	Stock-Financials	1.04%	+0.19%	+1.51%
28	NDAQ	Nasdaq INC	Stock-Financials	1.03%	—	+0.99%
29	APD	Air Products & Chemicals INC	Stock-Materials	1.01%	+0.27%	+0.98%
30	CMCSA	Comcast Corp-class A	Stock-Comm Services	1.01%	—	-1.10%
31	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.99%	-1.17%	EXIT
32	DGRO	Ishares Core Dividend Growth	ETF-Other	0.98%	-0.61%	+6.20%
33	CSCO	Cisco Systems INC	Stock-Tech	0.98%	—	-2.24%
34	META	Meta Platforms Inc-class A	Stock-Comm Services	0.97%	—	+0.80%
35	CME	Cme Group INC	Stock-Financials	0.94%	+0.13%	+0.36%
36	HD	Home Depot INC	Stock-Consumer Disc	0.81%	—	+0.57%
37	VONE	Vanguard Russell 1000	ETF-Other	0.80%	—	-9.36%
38	AMAT	Applied Materials INC	Stock-Tech	0.79%	+0.30%	+23.58%
39	AMGN	Amgen INC	Stock-Healthcare	0.78%	—	+0.42%
40	QCOM	Qualcomm INC	Stock-Tech	0.77%	-0.12%	-0.84%
41	NXPI	NXP Semiconductors N.V.	Stock-Tech	0.67%	-0.37%	+1.53%
42	ACN	Accenture plc	Stock-Tech	0.65%	-0.22%	+3.83%
43	HON	Honeywell International INC	Stock-Industrials	0.64%	+0.16%	-0.36%
44	PNC	Pnc Financial Services Group	Stock-Financials	0.61%	—	+1.99%
45	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.61%	—	+4.58%
46	MELI	Mercadolibre INC	Stock-Consumer Disc	0.61%	—	-1.82%
47	MA	Mastercard INC - A	Stock-Financials	0.58%	—	+4.05%
48	NOW	Servicenow INC	Stock-Tech	0.57%	—	+2.62%
49	CAT	Caterpillar INC	Stock-Industrials	0.56%	+0.15%	+0.64%
50	GS	Goldman Sachs Group INC	Stock-Financials	0.55%	—	+13.06%

1–50 of 200

Holding changes this quarter

Position changes disclosed by FourThought Financial Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVGO	Broadcom INC	+1.6%	-2.56%	Trim
2	NVDA	Nvidia CORP	+1.2%	-2.17%	Add
3	MSFT	Microsoft CORP	+0.8%	-0.94%	Add
4	NXPI	NXP Semiconductors N.V.	+0.6%	+1.53%	Add
5	ASML	ASML Holding N.V.	+0.5%	+11.13%	Add
6	KLAC	Kla CORP	+0.4%	-0.31%	Add
7	VOO	Vanguard S&p 500 ETF	+0.4%	+16.54%	Add
8	VONG	Vanguard Russell 1000 Growth	+0.4%	+10.39%	Add
9	TSM	Taiwan Semiconductor-sp Adr	+0.3%	-7.35%	Trim
10	AMAT	Applied Materials INC	+0.3%	+23.58%	Add
11	VONV	Vanguard Russell 1000 Value	+0.3%	+18.98%	Add
12	NVO	Novo-nordisk A/s-spons Adr	+0.3%	+7.96%	Add
13	META	Meta Platforms Inc-class A	+0.2%	+0.80%	Add
14	AZNN	Astrazeneca Plc-spons Adr	+0.2%	+2.48%	Add
15	DLR	Digital Realty Trust INC	+0.2%	+6.36%	Add
16	LLY	Eli Lilly & Co	+0.2%	+71.93%	Add
17	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+80.86%	Add
18	PLD	Prologis INC	+0.2%	+1.11%	Add
19	GS	Goldman Sachs Group INC	+0.1%	+13.06%	Add
20	GOOGL	Alphabet Inc-cl A	+0.1%	-19.56%	Trim
21	CAT	Caterpillar INC	+0.1%	+0.64%	Add
22	CCI	Crown Castle INC	+0.1%	+1.63%	Add
23	LRCX	Lam Research CORP	+0.1%	-3.53%	Trim
24	GOOG	Alphabet Inc-cl C	+0.1%	-7.51%	Trim
25	ACWX	Ishares Msci Acwi Ex US ETF	+0.1%	+15.03%	Add
26	JPM	Jpmorgan Chase & Co	+0.1%	-2.39%	Trim
27	DGRO	Ishares Core Dividend Growth	+0.1%	+6.20%	Add
28	QQQ	Invesco Qqq Trust Series 1	+0.1%	+4.58%	Add
29	AMZN	Amazon.com INC	0%	+2.89%	Add
30	VONE	Vanguard Russell 1000	0%	-9.36%	Add
31	NOC	Northrop Grumman CORP	—	-1.57%	Trim
32	NDAQ	Nasdaq INC	0%	+0.99%	Add
33	LMT	Lockheed Martin CORP	-0.1%	+1.95%	Add
34	PODD	Insulet CORP	-0.2%	-88.02%	Trim
35	T	At&t INC	-0.2%	-52.40%	Trim
36	BRK-A	Berkshire Hathaway Inc-cl A	-0.2%	-50.00%	Trim
37	SSNC	Ss&c Technologies Holdings	-0.2%	-4.64%	Trim
38	ACN	Accenture plc	-0.3%	+3.83%	Add
39	TGT	Target CORP	-0.4%	-3.42%	Trim
40	EMLP	First Trust North American E	-0.4%	-21.77%	Trim
41	AAPL	Apple INC	-0.7%	-4.03%	Trim
42	CMCSA	Comcast Corp-class A	-0.7%	-1.10%	Trim
43	UNH	Unitedhealth Group INC	-0.9%	+20.60%	Trim
44	NEE	Nextera Energy INC	-1%	+1.02%	Trim
45	VIOO	Vanguard S&p Small-cap 600 E	-1.5%	-59.29%	Trim
46	ALL	Allstate CORP	—	EXIT	Sold out
47	AOS	Smith (a.o.) CORP	—	NEW	New buy
48	GSHD	Goosehead Insurance INC -a	—	EXIT	Sold out
49	IBDU	Ishares Ibonds Dec 2029 Term	—	NEW	New buy
50	LYB	LyondellBasell Industries N.V.	—	EXIT	Sold out