FourThought Financial Partners
Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AVGO, NEE, LRCX, and represent 15.72% of FourThought Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: CVX (+$6.0M), NEE (+$5.9M), CMCSA, HYMB, HYMU, WMT, JEPI, AZN, APD, PYPL.
- Started 40 new stock positions in DSX, CMI, HYMB, AEG, DHY, SITE, HGV, ARCC, KEY, TT.
- Reduced shares in these 10 stocks: PSX (-$6.1M), HD (-$5.3M), COST, CRWD, AMAT, DGRO, DAVA, NVDA, , .
- Sold out of its positions in AVK, AIF, BP, BLW, BCX, BGB, CDNS, RNP, COLB, DAVA. FIBK, IDXX, SUB, ISTB, LHX, MGRC, NXST, ONTO, PGT, RELX, XLK, TSLA, MMM.
- FourThought Financial Partners was a net buyer of stock by $18M.
- FourThought Financial Partners has $873M in assets under management (AUM), dropping by 9.63%.
- Central Index Key (CIK): 0001956790
Tip: Access up to 7 years of quarterly data
Positions held by FourThought Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for FourThought Financial Partners
FourThought Financial Partners holds 329 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Stock (MSFT) | 5.1 | $45M | 107k | 420.72 |
|
|
| Apple Stock (AAPL) | 3.5 | $31M | 178k | 171.48 |
|
|
| Broadcom Stock (AVGO) | 2.5 | $22M | -3% | 16k | 1325.39 |
|
| Nextera Energy Stock (NEE) | 2.4 | $21M | +38% | 334k | 63.91 |
|
| Lam Research Corp Stock (LRCX) | 2.2 | $19M | -2% | 20k | 971.59 |
|
| American Tower Corp Reit (AMT) | 2.1 | $19M | +4% | 94k | 197.59 |
|
| Visa Inc Com Cl A Stock (V) | 1.9 | $16M | 58k | 279.08 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 1.9 | $16M | 81k | 200.30 |
|
|
| Chevron Corp Stock (CVX) | 1.9 | $16M | +58% | 102k | 157.74 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 1.8 | $16M | +31% | 372k | 43.35 |
|
| Abbott Labs Stock (ABT) | 1.8 | $16M | +3% | 141k | 113.66 |
|
| Lowes Cos Stock (LOW) | 1.7 | $15M | +2% | 60k | 254.73 |
|
| Lockheed Martin Corp Stock (LMT) | 1.6 | $14M | -6% | 31k | 454.88 |
|
| Medtronic Stock (MDT) | 1.6 | $14M | +11% | 155k | 87.15 |
|
| Pepsico Stock (PEP) | 1.5 | $14M | 77k | 175.01 |
|
|
| Nvidia Corporation Stock (NVDA) | 1.5 | $14M | -8% | 15k | 903.53 |
|
| Texas Instrs Stock (TXN) | 1.5 | $13M | +5% | 73k | 174.21 |
|
| Amazon Stock (AMZN) | 1.4 | $13M | 70k | 180.38 |
|
|
| Blackrock Stock (BLK) | 1.4 | $13M | 15k | 833.68 |
|
|
| Qualcomm Stock (QCOM) | 1.4 | $13M | 74k | 169.30 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 1.4 | $12M | +11% | 25k | 480.70 |
|
| Air Prods & Chems Stock (APD) | 1.3 | $12M | +18% | 48k | 242.27 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.3 | $11M | +4% | 33k | 346.61 |
|
| Chubb Stock (CB) | 1.2 | $10M | 40k | 259.13 |
|
|
| Costco Whsl Corp Stock (COST) | 1.2 | $10M | -31% | 14k | 732.64 |
|
| Home Depot Stock (HD) | 1.1 | $9.4M | -36% | 25k | 383.61 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 1.1 | $9.2M | 9.4k | 970.47 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.0 | $8.9M | 59k | 150.93 |
|
|
| Amgen Stock (AMGN) | 1.0 | $8.8M | -2% | 31k | 284.32 |
|
| Northrop Grumman Corp Stock (NOC) | 1.0 | $8.6M | +3% | 18k | 478.67 |
|
| Unitedhealth Group Stock (UNH) | 1.0 | $8.4M | +7% | 17k | 494.71 |
|
| Cisco Sys Stock (CSCO) | 1.0 | $8.3M | +3% | 167k | 49.91 |
|
| Johnson & Johnson Stock (JNJ) | 0.9 | $7.8M | +4% | 49k | 158.19 |
|
| Phillips 66 Stock (PSX) | 0.9 | $7.7M | -44% | 47k | 163.34 |
|
| Skyworks Solutions Stock (SWKS) | 0.9 | $7.6M | +13% | 70k | 108.32 |
|
| Best Buy Stock (BBY) | 0.9 | $7.6M | +14% | 93k | 82.03 |
|
| Servicenow Stock (NOW) | 0.8 | $7.4M | 9.7k | 762.40 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.8 | $7.3M | 36k | 201.50 |
|
|
| Salesforce Stock (CRM) | 0.8 | $7.2M | -5% | 24k | 301.18 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.8 | $7.0M | +2% | 51k | 136.05 |
|
| Applied Matls Stock (AMAT) | 0.8 | $7.0M | -22% | 34k | 206.23 |
|
| Target Corp Stock (TGT) | 0.8 | $6.6M | +8% | 37k | 177.21 |
|
| Procter And Gamble Stock (PG) | 0.8 | $6.6M | 41k | 162.25 |
|
|
| Honeywell Intl Stock (HON) | 0.7 | $6.4M | +6% | 31k | 205.25 |
|
| Astrazeneca Adr (AZN) | 0.7 | $6.0M | +46% | 89k | 67.75 |
|
| Intuit Stock (INTU) | 0.6 | $5.5M | -2% | 8.4k | 649.99 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.6 | $5.4M | 9.3k | 581.24 |
|
|
| Autodesk Stock (ADSK) | 0.6 | $5.4M | -3% | 21k | 260.42 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.6 | $5.4M | -24% | 92k | 58.06 |
|
| Bristol-myers Squibb Stock (BMY) | 0.6 | $5.3M | +27% | 97k | 54.23 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $5.3M | 11k | 481.55 |
|
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.6 | $5.2M | +10% | 175k | 29.53 |
|
| Paypal Hldgs Stock (PYPL) | 0.6 | $4.9M | +46% | 73k | 66.99 |
|
| Caterpillar Stock (CAT) | 0.6 | $4.9M | 13k | 366.43 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.6 | $4.8M | +6% | 11k | 443.99 |
|
| Adobe Stock (ADBE) | 0.5 | $4.6M | 9.1k | 504.60 |
|
|
| Mercadolibre Stock (MELI) | 0.5 | $4.5M | 2.9k | 1511.80 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.5 | $4.2M | -2% | 49k | 86.67 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $4.1M | -3% | 27k | 152.26 |
|
| Align Technology Stock (ALGN) | 0.5 | $4.0M | -5% | 12k | 327.92 |
|
| Walmart Stock (WMT) | 0.4 | $3.7M | +201% | 61k | 60.17 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $3.6M | 31k | 116.24 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.4 | $3.6M | -40% | 11k | 320.59 |
|
| Advanced Micro Devices Stock (AMD) | 0.4 | $3.5M | 19k | 180.49 |
|
|
| Goldman Sachs Group Stock (GS) | 0.4 | $3.4M | -2% | 8.1k | 417.68 |
|
| Abbvie Stock (ABBV) | 0.4 | $3.3M | 18k | 182.10 |
|
|
| Monolithic Pwr Sys Stock (MPWR) | 0.4 | $3.3M | 4.9k | 677.48 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.4 | $3.2M | +2% | 35k | 93.98 |
|
| Csx Corp Stock (CSX) | 0.4 | $3.2M | 86k | 37.07 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.4 | $3.1M | +229% | 54k | 57.86 |
|
| Tractor Supply Stock (TSCO) | 0.4 | $3.1M | +8% | 12k | 261.73 |
|
| Verizon Communications Stock (VZ) | 0.4 | $3.1M | -2% | 73k | 41.96 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $3.1M | 7.3k | 420.52 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.4 | $3.1M | +32% | 39k | 78.64 |
|
| Nasdaq Stock (NDAQ) | 0.3 | $3.0M | +11% | 48k | 63.10 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $2.8M | -4% | 11k | 268.32 |
|
| Prologis Reit (PLD) | 0.3 | $2.8M | +2% | 22k | 130.22 |
|
| Enterprise Prods Partners Stock (EPD) | 0.3 | $2.8M | +3% | 96k | 29.18 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.3 | $2.8M | +5% | 28k | 97.94 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $2.7M | +7% | 5.6k | 485.59 |
|
| Digital Rlty Tr Reit (DLR) | 0.3 | $2.7M | -2% | 19k | 144.04 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.3 | $2.7M | +4% | 16k | 169.21 |
|
| Msci Stock (MSCI) | 0.3 | $2.6M | +20% | 4.6k | 560.40 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $2.5M | 4.00 | 634440.00 |
|
|
| Illumina Stock (ILMN) | 0.3 | $2.5M | +4% | 18k | 137.32 |
|
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.3 | $2.5M | NEW | 96k | 25.69 |
|
| Blackrock High Yield Muni Income Bond Etf Etf (HYMU) | 0.3 | $2.5M | NEW | 110k | 22.45 |
|
| Realty Income Corp Reit (O) | 0.3 | $2.4M | +7% | 45k | 54.10 |
|
| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $2.4M | +2% | 237k | 10.01 |
|
| Allstate Corp Stock (ALL) | 0.3 | $2.3M | 13k | 173.01 |
|
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.3 | $2.2M | -9% | 45k | 50.45 |
|
| Fortinet Stock (FTNT) | 0.3 | $2.2M | +39% | 32k | 68.31 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.2 | $2.1M | 13k | 161.60 |
|
|
| At&t Stock (T) | 0.2 | $2.1M | +2% | 118k | 17.60 |
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.2 | $2.0M | -7% | 38k | 53.39 |
|
| Duke Energy Corp Stock (DUK) | 0.2 | $2.0M | 20k | 96.71 |
|
|
| Yum Brands Stock (YUM) | 0.2 | $1.9M | 14k | 138.65 |
|
|
| Crown Castle Reit (CCI) | 0.2 | $1.9M | 18k | 105.83 |
|
|
| Ss&c Technologies Hldgs Stock (SSNC) | 0.2 | $1.9M | 29k | 64.37 |
|
|
| Hubbell Stock (HUBB) | 0.2 | $1.8M | +5% | 4.4k | 415.05 |
|
| Blackrock Utils Infrastructure Cef (BUI) | 0.2 | $1.8M | +4% | 85k | 21.57 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $1.8M | 3.3k | 524.39 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $1.7M | -23% | 2.2k | 777.84 |
|
| Williams Cos Stock (WMB) | 0.2 | $1.7M | +2% | 43k | 38.97 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $1.6M | +9% | 38k | 41.56 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.2 | $1.5M | 13k | 115.30 |
|
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.5M | -13% | 2.9k | 523.08 |
|
| Progyny Stock (PGNY) | 0.2 | $1.5M | +20% | 39k | 38.15 |
|
| Vanguard Russell 1000 Etf Etf (VONE) | 0.2 | $1.5M | -9% | 6.3k | 238.31 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $1.3M | 5.2k | 249.72 |
|
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $1.3M | -2% | 7.8k | 164.35 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $1.2M | 17k | 75.40 |
|
|
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $1.2M | +2% | 12k | 102.28 |
|
| Fedex Corp Stock (FDX) | 0.1 | $1.2M | 4.1k | 289.74 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $1.2M | -3% | 5.6k | 213.14 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.2M | 4.5k | 259.92 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $1.1M | 4.0k | 281.93 |
|
|
| Union Pac Corp Stock (UNP) | 0.1 | $1.1M | 4.6k | 245.94 |
|
|
| Hamilton Lane Inc Cl A Stock (HLNE) | 0.1 | $1.1M | -3% | 9.9k | 112.76 |
|
| Blackline Stock (BL) | 0.1 | $1.1M | 17k | 64.58 |
|
|
| Five Below Stock (FIVE) | 0.1 | $1.1M | +8% | 6.0k | 181.38 |
|
| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $1.1M | +5% | 8.5k | 128.19 |
|
| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $1.1M | +13% | 11k | 102.12 |
|
| Essex Ppty Tr Reit (ESS) | 0.1 | $1.1M | 4.3k | 244.79 |
|
|
| Mckesson Corp Stock (MCK) | 0.1 | $1.0M | 1.9k | 536.91 |
|
|
| Huntsman Corp Stock (HUN) | 0.1 | $1.0M | +29% | 39k | 26.03 |
|
| Insulet Corp Stock (PODD) | 0.1 | $1.0M | +32% | 5.9k | 171.40 |
|
| Warby Parker Inc Cl A Stock (WRBY) | 0.1 | $1.0M | +33% | 75k | 13.61 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $1.0M | -2% | 2.5k | 399.09 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $998k | 13k | 76.67 |
|
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $996k | 63k | 15.73 |
|
|
| Xpel Stock (XPEL) | 0.1 | $980k | NEW | 18k | 54.02 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.1 | $965k | +3% | 8.6k | 111.71 |
|
| Qualys Stock (QLYS) | 0.1 | $954k | +5% | 5.7k | 166.87 |
|
| Ellsworth Growth & Income Fd L Cef (ECF) | 0.1 | $943k | 116k | 8.12 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $940k | -2% | 10k | 94.16 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $937k | +23% | 2.8k | 333.67 |
|
| Exlservice Holdings Stock (EXLS) | 0.1 | $931k | NEW | 29k | 31.80 |
|
| Conocophillips Stock (COP) | 0.1 | $930k | +5% | 7.3k | 127.28 |
|
| Goosehead Ins Inc Com Cl A Stock (GSHD) | 0.1 | $923k | +8% | 14k | 66.62 |
|
| Doximity Inc Cl A Stock (DOCS) | 0.1 | $905k | +48% | 34k | 26.91 |
|
| Invesco Nasdaq Internet Etf Etf (PNQI) | 0.1 | $896k | 23k | 39.89 |
|
|
| Pfizer Stock (PFE) | 0.1 | $895k | -2% | 32k | 27.75 |
|
| Leidos Holdings Stock (LDOS) | 0.1 | $892k | +9% | 6.8k | 131.10 |
|
| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $886k | 6.3k | 139.81 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $883k | +25% | 6.9k | 128.40 |
|
| Crane Company Stock (CR) | 0.1 | $879k | 6.5k | 135.13 |
|
|
| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $870k | -12% | 4.4k | 197.10 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.1 | $857k | 4.7k | 182.71 |
|
|
| Ppg Inds Stock (PPG) | 0.1 | $851k | -4% | 5.9k | 144.91 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $845k | 37k | 22.77 |
|
|
| Boeing Stock (BA) | 0.1 | $838k | +36% | 4.3k | 192.99 |
|
| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $834k | +20% | 3.4k | 247.78 |
|
| Ati Stock (ATI) | 0.1 | $829k | -24% | 16k | 51.17 |
|
| Aspen Technology Stock (AZPN) | 0.1 | $823k | +19% | 3.9k | 213.28 |
|
| Fox Factory Hldg Corp Stock (FOXF) | 0.1 | $803k | +103% | 15k | 52.07 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $785k | 8.1k | 97.53 |
|
|
| Bank America Corp Stock (BAC) | 0.1 | $783k | 21k | 37.92 |
|
|
| Principal Spectrum Preferred Secs Active Etf Etf (PREF) | 0.1 | $771k | 43k | 18.15 |
|
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $767k | -4% | 6.3k | 120.99 |
|
| Pioneer Nat Res Stock (PXD) | 0.1 | $758k | -10% | 2.9k | 262.53 |
|
| Simpson Mfg Stock (SSD) | 0.1 | $744k | +3% | 3.6k | 205.15 |
|
| Merck & Co Stock (MRK) | 0.1 | $718k | 5.4k | 131.96 |
|
|
| Xcel Energy Stock (XEL) | 0.1 | $709k | -8% | 13k | 53.75 |
|
| Clearwater Analytics Hldgs Inc Cl A Stock (CWAN) | 0.1 | $701k | NEW | 40k | 17.69 |
|
| Littelfuse Stock (LFUS) | 0.1 | $698k | +37% | 2.9k | 242.31 |
|
| Deere & Co Stock (DE) | 0.1 | $671k | +7% | 1.6k | 410.76 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $662k | -2% | 688.00 | 962.49 |
|
| Tjx Cos Stock (TJX) | 0.1 | $660k | 6.5k | 101.42 |
|
|
| International Business Machs Stock (IBM) | 0.1 | $644k | -3% | 3.4k | 190.96 |
|
| Factset Resh Sys Stock (FDS) | 0.1 | $640k | +7% | 1.4k | 454.46 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $640k | +396% | 11k | 60.74 |
|
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.1 | $631k | +6% | 6.4k | 98.41 |
|
| Arista Networks Stock (ANET) | 0.1 | $624k | -6% | 2.2k | 290.02 |
|
| Motorola Solutions Stock (MSI) | 0.1 | $623k | +75% | 1.8k | 354.98 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $621k | -3% | 1.2k | 525.56 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $618k | 12k | 51.28 |
|
|
| Southern Stock (SO) | 0.1 | $612k | -11% | 8.5k | 71.74 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $611k | +3% | 2.2k | 282.44 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $610k | 7.3k | 84.09 |
|
|
| The Cigna Group Stock (CI) | 0.1 | $608k | -6% | 1.7k | 363.23 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $607k | -4% | 1.8k | 336.98 |
|
| Danaher Corporation Stock (DHR) | 0.1 | $603k | +2% | 2.4k | 249.75 |
|
| Netflix Stock (NFLX) | 0.1 | $598k | 984.00 | 607.33 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $587k | 6.4k | 91.63 |
|
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $583k | -8% | 5.0k | 117.21 |
|
| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $573k | +13% | 13k | 45.46 |
|
| Analog Devices Stock (ADI) | 0.1 | $564k | 2.9k | 197.80 |
|
|
| Intel Corp Stock (INTC) | 0.1 | $555k | 13k | 44.17 |
|
|
| Diamondback Energy Stock (FANG) | 0.1 | $551k | -38% | 2.8k | 198.20 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $543k | 1.3k | 418.01 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $542k | 4.8k | 113.42 |
|
|
| Lithia Mtrs Stock (LAD) | 0.1 | $541k | +11% | 1.8k | 300.80 |
|
| Grainger W W Stock (GWW) | 0.1 | $536k | -2% | 526.00 | 1018.17 |
|
| Aflac Stock (AFL) | 0.1 | $530k | -3% | 6.2k | 85.87 |
|
| Disney Walt Stock (DIS) | 0.1 | $530k | 4.3k | 122.35 |
|
|
| Paychex Stock (PAYX) | 0.1 | $525k | +84% | 4.3k | 122.81 |
|
| Ge Aerospace Stock (GE) | 0.1 | $521k | 3.0k | 175.55 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $508k | 5.6k | 91.39 |
|
|
| Hdfc Bank Adr (HDB) | 0.1 | $504k | +152% | 9.0k | 55.97 |
|
| Reliance Stock (RS) | 0.1 | $490k | -2% | 1.5k | 334.15 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $475k | -2% | 131.00 | 3627.88 |
|
| Globant S A Stock (GLOB) | 0.1 | $475k | +35% | 2.4k | 201.90 |
|
| Coca Cola Stock (KO) | 0.1 | $474k | +4% | 7.8k | 61.18 |
|
| Discover Finl Svcs Stock (DFS) | 0.1 | $468k | -5% | 3.6k | 131.09 |
|
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.1 | $468k | -8% | 5.2k | 90.43 |
|
| Carlisle Cos Stock (CSL) | 0.1 | $463k | 1.2k | 391.85 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $452k | -2% | 6.5k | 70.00 |
|
| Rockwell Automation Stock (ROK) | 0.1 | $437k | +72% | 1.5k | 291.36 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $425k | -18% | 5.3k | 79.76 |
|
| Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $419k | -3% | 7.8k | 53.80 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $418k | +181% | 1.9k | 225.93 |
|
| Sap Se Adr (SAP) | 0.0 | $415k | +16% | 2.1k | 195.04 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $409k | -10% | 1.5k | 270.85 |
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $409k | 1.3k | 317.72 |
|
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $405k | -2% | 3.7k | 110.52 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $405k | -17% | 2.4k | 169.40 |
|
| Progressive Corp Stock (PGR) | 0.0 | $403k | +17% | 1.9k | 206.82 |
|
| Sony Group Corp Adr (SONY) | 0.0 | $401k | +36% | 4.7k | 85.73 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $390k | 1.5k | 254.88 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $386k | -10% | 2.2k | 179.10 |
|
| Citigroup Stock (C) | 0.0 | $386k | -5% | 6.1k | 63.24 |
|
| Amn Healthcare Svcs Stock (AMN) | 0.0 | $382k | +54% | 6.1k | 62.51 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $380k | 1.1k | 357.82 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $379k | +4% | 3.0k | 125.60 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $378k | +5% | 2.1k | 182.59 |
|
| Unilever Adr (UL) | 0.0 | $375k | +47% | 7.5k | 50.19 |
|
| Alight Inc Com Cl A Stock (ALIT) | 0.0 | $375k | +37% | 38k | 9.85 |
|
| American Express Stock (AXP) | 0.0 | $367k | -10% | 1.6k | 227.74 |
|
| Altria Group Stock (MO) | 0.0 | $364k | 8.3k | 43.62 |
|
|
| Sanofi Adr (SNY) | 0.0 | $362k | +45% | 7.5k | 48.60 |
|
| Bayfirst Financial Corp Stock | 0.0 | $362k | 28k | 12.95 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $352k | 1.1k | 312.68 |
|
|
| Oneok Stock (OKE) | 0.0 | $352k | 4.4k | 80.17 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $350k | +45% | 8.5k | 41.08 |
|
| Elevance Health Stock (ELV) | 0.0 | $344k | +17% | 664.00 | 518.54 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.0 | $344k | NEW | 1.5k | 224.99 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $344k | 1.6k | 216.70 |
|
|
| British Amern Tob Adr (BTI) | 0.0 | $340k | +53% | 11k | 30.50 |
|
| Linde Stock (LIN) | 0.0 | $340k | 732.00 | 464.24 |
|
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $338k | +8% | 2.4k | 139.01 |
|
| Proshares Ultrapro Qqq Etf (TQQQ) | 0.0 | $334k | NEW | 5.4k | 61.56 |
|
| Eagle Matls Stock (EXP) | 0.0 | $328k | -47% | 1.2k | 271.71 |
|
| Pool Corp Stock (POOL) | 0.0 | $321k | 794.00 | 403.60 |
|
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $320k | 11k | 29.75 |
|
|
| Dominion Energy Stock (D) | 0.0 | $319k | +3% | 6.5k | 49.19 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $314k | +5% | 1.5k | 205.96 |
|
| Corcept Therapeutics Stock (CORT) | 0.0 | $313k | 12k | 25.19 |
|
|
| Hercules Capital Cef (HTGC) | 0.0 | $306k | 17k | 18.45 |
|
|
| Kla Corp Stock (KLAC) | 0.0 | $305k | -30% | 436.00 | 699.08 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $304k | 3.5k | 86.11 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $296k | +3% | 861.00 | 344.13 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $293k | 4.4k | 66.78 |
|
|
| Crane Nxt Stock (CXT) | 0.0 | $284k | +12% | 4.6k | 61.90 |
|
| Aci Worldwide Stock (ACIW) | 0.0 | $284k | -6% | 8.5k | 33.21 |
|
| Eos Energy Enterprises Inc Com Cl A Stock (EOSE) | 0.0 | $283k | +22% | 275k | 1.03 |
|
| Enbridge Stock (ENB) | 0.0 | $282k | -28% | 7.8k | 36.18 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $282k | -10% | 1.8k | 158.82 |
|
| Sysco Corp Stock (SYY) | 0.0 | $280k | -3% | 3.4k | 81.18 |
|
| Integer Hldgs Corp Stock (ITGR) | 0.0 | $279k | -10% | 2.4k | 116.68 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $278k | +2% | 4.4k | 62.81 |
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $278k | 7.0k | 39.79 |
|
|
| Moodys Corp Stock (MCO) | 0.0 | $277k | +2% | 704.00 | 393.10 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $276k | 3.6k | 76.67 |
|
|
| Ufp Industries Stock (UFPI) | 0.0 | $272k | +4% | 2.2k | 123.01 |
|
| Copart Stock (CPRT) | 0.0 | $272k | 4.7k | 57.92 |
|
|
| Watsco Stock (WSO) | 0.0 | $271k | 626.00 | 432.28 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $270k | -9% | 2.8k | 95.56 |
|
| Crescent Pt Energy Corp Stock (CPG) | 0.0 | $269k | 33k | 8.19 |
|
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $266k | 2.3k | 115.35 |
|
|
| General Mls Stock (GIS) | 0.0 | $263k | 3.8k | 69.97 |
|
|
| Southstate Corporation Stock (SSB) | 0.0 | $262k | -8% | 3.1k | 85.03 |
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $262k | -14% | 3.3k | 80.50 |
|
| Paycom Software Stock (PAYC) | 0.0 | $258k | NEW | 1.3k | 199.02 |
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $254k | 2.5k | 101.41 |
|
|
| Hexcel Corp Stock (HXL) | 0.0 | $253k | 3.5k | 72.85 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $252k | +18% | 1.7k | 148.60 |
|
| Unum Group Stock (UNM) | 0.0 | $248k | -9% | 4.6k | 53.66 |
|
| Siteone Landscape Supply Stock (SITE) | 0.0 | $247k | NEW | 1.4k | 174.55 |
|
| Cummins Stock (CMI) | 0.0 | $246k | NEW | 836.00 | 294.68 |
|
| Bwx Technologies Stock (BWXT) | 0.0 | $244k | NEW | 2.4k | 102.62 |
|
| Pulte Group Stock (PHM) | 0.0 | $243k | 2.0k | 120.62 |
|
|
| Nordson Corp Stock (NDSN) | 0.0 | $242k | +14% | 882.00 | 274.64 |
|
| Westlake Corporation Stock (WLK) | 0.0 | $237k | 1.6k | 152.80 |
|
|
| Emcor Group Stock (EME) | 0.0 | $235k | NEW | 671.00 | 350.20 |
|
| Ingredion Stock (INGR) | 0.0 | $233k | -10% | 2.0k | 116.88 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $233k | NEW | 1.3k | 184.87 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $232k | 1.4k | 162.87 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $231k | -2% | 923.00 | 249.74 |
|
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $229k | NEW | 1.3k | 180.08 |
|
| Gartner Stock (IT) | 0.0 | $227k | 476.00 | 476.67 |
|
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $225k | +5% | 4.4k | 51.62 |
|
| Epam Sys Stock (EPAM) | 0.0 | $225k | 813.00 | 276.16 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $224k | 1.4k | 161.55 |
|
|
| Capital One Finl Corp Stock (COF) | 0.0 | $223k | NEW | 1.5k | 148.89 |
|
| Brown & Brown Stock (BRO) | 0.0 | $223k | NEW | 2.5k | 87.55 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $218k | -10% | 1.6k | 137.45 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $217k | -4% | 878.00 | 247.37 |
|
| Ford Mtr Co Del Stock (F) | 0.0 | $216k | NEW | 16k | 13.28 |
|
| Trane Technologies Stock (TT) | 0.0 | $216k | NEW | 719.00 | 300.20 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $212k | NEW | 611.00 | 347.56 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $212k | -7% | 1.7k | 121.89 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $211k | 3.6k | 59.28 |
|
|
| Hilton Grand Vacations Stock (HGV) | 0.0 | $210k | NEW | 4.4k | 47.21 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $208k | NEW | 2.1k | 99.29 |
|
| Wingstop Stock (WING) | 0.0 | $207k | NEW | 565.00 | 366.40 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $206k | NEW | 1.0k | 205.72 |
|
| M/i Homes Stock (MHO) | 0.0 | $206k | 1.5k | 136.29 |
|
|
| Nucor Corp Stock (NUE) | 0.0 | $206k | NEW | 1.0k | 197.94 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $203k | NEW | 12k | 17.56 |
|
| Williams Sonoma Stock (WSM) | 0.0 | $202k | -79% | 636.00 | 317.53 |
|
| Ecolab Stock (ECL) | 0.0 | $202k | -15% | 874.00 | 230.87 |
|
| Hanover Ins Group Stock (THG) | 0.0 | $200k | NEW | 1.5k | 136.17 |
|
| Ares Capital Corp Cef (ARCC) | 0.0 | $200k | NEW | 9.6k | 20.82 |
|
| Tronox Holdings Stock (TROX) | 0.0 | $197k | NEW | 11k | 17.35 |
|
| Keycorp Stock (KEY) | 0.0 | $195k | NEW | 12k | 15.81 |
|
| Bassett Furniture Inds Stock (BSET) | 0.0 | $193k | -5% | 13k | 14.76 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX) | 0.0 | $191k | NEW | 10k | 18.66 |
|
| Bumble Inc Com Cl A Stock (BMBL) | 0.0 | $186k | NEW | 16k | 11.35 |
|
| Mueller Wtr Prods Inc Com Ser A Stock (MWA) | 0.0 | $179k | NEW | 11k | 16.09 |
|
| Knowles Corp Stock (KN) | 0.0 | $169k | NEW | 11k | 16.10 |
|
| Amcor Plc Ord Stock (AMCR) | 0.0 | $122k | NEW | 13k | 9.51 |
|
| New York Cmnty Bancorp Stock (NYCB) | 0.0 | $92k | 29k | 3.22 |
|
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $81k | NEW | 14k | 6.05 |
|
| Nerdy Inc Cl A Stock (NRDY) | 0.0 | $32k | NEW | 11k | 2.91 |
|
| Credit Suisse High Yield Bd Fd Sh Ben Int Cef (DHY) | 0.0 | $31k | NEW | 16k | 2.02 |
|
| Tellurian Stock (TELL) | 0.0 | $30k | NEW | 46k | 0.66 |
|
| Diana Shipping Stock (DSX) | 0.0 | $30k | NEW | 10k | 2.89 |
|
| Akamai Technologies Inc 0.125 05/01/2025 Convertible | 0.0 | $14k | NEW | 12k | 1.18 |
|
Past Filings by FourThought Financial Partners
SEC 13F filings are viewable for FourThought Financial Partners going back to 2022
- FourThought Financial Partners 2024 Q1 filed May 14, 2024
- FourThought Financial Partners 2023 Q4 filed Feb. 6, 2024
- FourThought Financial Partners 2023 Q3 filed Nov. 13, 2023
- FourThought Financial Partners 2023 Q2 filed Aug. 11, 2023
- FourThought Financial Partners 2023 Q1 filed May 4, 2023
- FourThought Financial Partners 2022 Q4 filed Feb. 7, 2023