FourThought Financial
Latest statistics and disclosures from FourThought Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NEE, LMT, AMT, and represent 14.45% of FourThought Financial's stock portfolio.
- Added to shares of these 10 stocks: VONG (+$5.7M), GOOGL (+$5.6M), APD, GOOG, ACN, TGT, VZ, AAPL, ILMN, CAT.
- Started 105 new stock positions in DYN, PCAR, AVAV, HUM, JRI, FNV, GAM, NYT, JFR, FI.
- Reduced shares in these 10 stocks: VFC, QQQ, Store Capital Corp reit, LKFN, Peloton Interactive, SE, DOCU, OLN, VGT, VOO.
- Sold out of its positions in ANF, ALK, ALSN, FOLD, Atlas Air Worldwide Holdings, AZO, AVTR, BAC.PL, BWA, CBRE.
- FourThought Financial was a net buyer of stock by $41M.
- FourThought Financial has $677M in assets under management (AUM), dropping by -1.07%.
- Central Index Key (CIK): 0001865966
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Portfolio Holdings for FourThought Financial
FourThought Financial holds 1553 positions in its portfolio as reported in the September 2022 quarterly 13F filing
FourThought Financial has 1553 total positions. Only the first 250 positions are shown.
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- Download the FourThought Financial September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 4.5 | $30M | +6% | 219k | 138.20 |
|
| Microsoft Corp Stock (MSFT) | 3.7 | $25M | +2% | 107k | 232.90 |
|
| Nextera Energy Stock (NEE) | 2.2 | $15M | 191k | 78.41 |
|
|
| Lockheed Martin Corp Stock (LMT) | 2.2 | $15M | 38k | 386.30 |
|
|
| American Tower Corp Reit (AMT) | 1.9 | $13M | +4% | 60k | 214.71 |
|
| Pepsico Stock (PEP) | 1.9 | $13M | 77k | 163.25 |
|
|
| Abbott Labs Stock (ABT) | 1.9 | $13M | +2% | 130k | 96.76 |
|
| Blackrock Stock (BLK) | 1.7 | $12M | +4% | 22k | 550.29 |
|
| Johnson & Johnson Stock (JNJ) | 1.7 | $12M | 70k | 163.35 |
|
|
| Home Depot Stock (HD) | 1.6 | $11M | 39k | 275.94 |
|
|
| Texas Instrs Stock (TXN) | 1.5 | $10M | +2% | 67k | 154.77 |
|
| Lowes Cos Stock (LOW) | 1.5 | $10M | 54k | 187.82 |
|
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 1.5 | $10M | 203k | 50.16 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 1.4 | $9.8M | +143% | 180k | 54.21 |
|
| Costco Whsl Corp Stock (COST) | 1.4 | $9.7M | 21k | 472.26 |
|
|
| Visa Inc Com Cl A Stock (V) | 1.4 | $9.7M | +8% | 55k | 177.65 |
|
| Procter And Gamble Stock (PG) | 1.4 | $9.5M | +3% | 75k | 126.26 |
|
| Verizon Communications Stock (VZ) | 1.4 | $9.5M | +29% | 249k | 37.97 |
|
| Air Prods & Chems Stock (APD) | 1.4 | $9.4M | +93% | 41k | 232.74 |
|
| Chevron Corp Stock (CVX) | 1.3 | $9.1M | 63k | 143.67 |
|
|
| Northrop Grumman Corp Stock (NOC) | 1.3 | $8.5M | +2% | 18k | 470.33 |
|
| Broadcom Stock (AVGO) | 1.2 | $8.2M | +3% | 19k | 444.03 |
|
| Amgen Stock (AMGN) | 1.2 | $8.1M | 36k | 225.39 |
|
|
| Medtronic Stock (MDT) | 1.1 | $7.7M | +4% | 96k | 80.75 |
|
| Amazon Stock (AMZN) | 1.1 | $7.6M | +8% | 67k | 113.00 |
|
| Qualcomm Stock (QCOM) | 1.1 | $7.3M | +16% | 65k | 112.98 |
|
| Lam Research Corp Stock (LRCX) | 1.1 | $7.3M | +9% | 20k | 365.97 |
|
| Cisco Sys Stock (CSCO) | 1.0 | $7.1M | +2% | 176k | 40.00 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 1.0 | $7.0M | +10% | 238k | 29.33 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $6.9M | +5% | 67k | 104.50 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.0 | $6.8M | +63% | 27k | 257.31 |
|
| Chubb Stock (CB) | 1.0 | $6.7M | +9% | 37k | 181.89 |
|
| Phillips 66 Stock (PSX) | 1.0 | $6.6M | +16% | 81k | 80.72 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.9 | $5.8M | +2230% | 61k | 95.65 |
|
| Unitedhealth Group Stock (UNH) | 0.9 | $5.8M | +18% | 11k | 505.00 |
|
| Skyworks Solutions Stock (SWKS) | 0.8 | $5.1M | +11% | 60k | 85.26 |
|
| Best Buy Stock (BBY) | 0.7 | $4.7M | +11% | 75k | 63.34 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $4.5M | -11% | 14k | 328.28 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.6 | $4.4M | +9% | 27k | 164.81 |
|
| Applied Matls Stock (AMAT) | 0.6 | $4.3M | +12% | 52k | 81.93 |
|
| Intel Corp Stock (INTC) | 0.6 | $4.3M | +7% | 166k | 25.77 |
|
| Marathon Pete Corp Stock (MPC) | 0.6 | $4.1M | -2% | 42k | 99.34 |
|
| Abbvie Stock (ABBV) | 0.6 | $4.1M | +4% | 31k | 134.20 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.6 | $4.1M | +8% | 92k | 44.47 |
|
| Intuit Stock (INTU) | 0.6 | $3.9M | +2% | 10k | 387.35 |
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.5 | $3.7M | +8% | 148k | 24.88 |
|
| Mercadolibre Stock (MELI) | 0.5 | $3.7M | +21% | 4.4k | 827.71 |
|
| Salesforce Stock (CRM) | 0.5 | $3.6M | -7% | 25k | 143.84 |
|
| Astrazeneca Adr (AZN) | 0.5 | $3.5M | 63k | 54.83 |
|
|
| Lakeland Finl Corp Stock (LKFN) | 0.5 | $3.5M | -24% | 48k | 72.81 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.5 | $3.4M | +17% | 20k | 169.94 |
|
| Invesco Qqq Trust Etf (QQQ) | 0.5 | $3.4M | -34% | 13k | 267.24 |
|
| Target Corp Stock (TGT) | 0.5 | $3.4M | +283% | 23k | 148.37 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.5 | $3.2M | +8% | 31k | 103.95 |
|
| Servicenow Stock (NOW) | 0.5 | $3.2M | +4% | 8.4k | 377.56 |
|
| Uber Technologies Stock (UBER) | 0.5 | $3.1M | +2% | 119k | 26.50 |
|
| Realty Income Corp Reit (O) | 0.5 | $3.1M | 53k | 58.21 |
|
|
| Walmart Stock (WMT) | 0.5 | $3.1M | +6% | 24k | 129.71 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $3.0M | +7% | 22k | 135.69 |
|
| Nvidia Corporation Stock (NVDA) | 0.4 | $2.9M | +47% | 24k | 121.39 |
|
| Goldman Sachs Group Stock (GS) | 0.4 | $2.9M | -6% | 10k | 293.10 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $2.9M | +2393% | 30k | 96.16 |
|
| Paypal Hldgs Stock (PYPL) | 0.4 | $2.9M | +8% | 33k | 86.08 |
|
| Adobe Systems Incorporated Stock (ADBE) | 0.4 | $2.8M | +4% | 10k | 275.17 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $2.7M | 31k | 87.33 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.4 | $2.7M | +5% | 39k | 68.57 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.4 | $2.6M | 27k | 96.33 |
|
|
| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.4 | $2.6M | -6% | 57k | 46.09 |
|
| Autodesk Stock (ADSK) | 0.4 | $2.6M | +4% | 14k | 186.81 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.4 | $2.6M | 9.1k | 284.31 |
|
|
| Disney Walt Stock (DIS) | 0.4 | $2.5M | +3% | 26k | 94.32 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.4 | $2.5M | +2% | 42k | 59.68 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.3 | $2.3M | +56% | 5.6k | 415.32 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $2.2M | -5% | 12k | 180.62 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.3 | $2.2M | +3% | 17k | 131.19 |
|
| Duke Energy Corp Stock (DUK) | 0.3 | $2.2M | +3% | 23k | 93.04 |
|
| Caterpillar Stock (CAT) | 0.3 | $2.1M | +211% | 13k | 164.11 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $2.0M | +13% | 7.7k | 266.99 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.3 | $2.0M | +3% | 5.6k | 363.34 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $2.0M | 5.00 | 406400.00 |
|
|
| Nike Inc Cl B Stock (NKE) | 0.3 | $2.0M | -8% | 24k | 83.13 |
|
| Kayne Anderson Nextgen Enrgy Cef | 0.3 | $1.9M | +4% | 272k | 7.07 |
|
| Enterprise Prods Partners Stock (EPD) | 0.3 | $1.8M | +50% | 76k | 23.78 |
|
| Vanguard Total International Bond Etf Etf (BNDX) | 0.3 | $1.8M | 38k | 47.74 |
|
|
| Southern Stock (SO) | 0.3 | $1.8M | +4% | 26k | 67.98 |
|
| Illumina Stock (ILMN) | 0.3 | $1.8M | +4018% | 9.3k | 190.78 |
|
| Allstate Corp Stock (ALL) | 0.2 | $1.7M | 14k | 124.54 |
|
|
| Xcel Energy Stock (XEL) | 0.2 | $1.6M | -19% | 25k | 63.99 |
|
| Prologis Reit (PLD) | 0.2 | $1.6M | +7% | 15k | 101.59 |
|
| Yum Brands Stock (YUM) | 0.2 | $1.5M | 14k | 106.37 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $1.5M | 8.4k | 179.50 |
|
|
| Crown Castle Reit (CCI) | 0.2 | $1.5M | -4% | 10k | 144.58 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.2 | $1.4M | +3% | 9.8k | 148.29 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $1.4M | -31% | 4.4k | 307.36 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $1.3M | -9% | 6.0k | 226.23 |
|
| Ss&c Technologies Hldgs Stock (SSNC) | 0.2 | $1.3M | +5% | 28k | 47.74 |
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.2 | $1.3M | 33k | 40.02 |
|
|
| Pfizer Stock (PFE) | 0.2 | $1.3M | -11% | 29k | 43.76 |
|
| Cohen & Steers Reit & Pfd & In Cef (RNP) | 0.2 | $1.2M | +4% | 63k | 19.39 |
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.2 | $1.2M | +15% | 23k | 51.22 |
|
| Prudential Finl Stock (PRU) | 0.2 | $1.2M | +9% | 14k | 85.77 |
|
| Essex Ppty Tr Reit (ESS) | 0.2 | $1.2M | +137% | 4.9k | 242.25 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.2M | +5% | 2.3k | 507.20 |
|
| Bristol-myers Squibb Stock (BMY) | 0.2 | $1.1M | -2% | 16k | 71.08 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.2 | $1.1M | -3% | 6.9k | 160.27 |
|
| Honeywell Intl Stock (HON) | 0.2 | $1.1M | -20% | 6.6k | 167.05 |
|
| Williams Cos Stock (WMB) | 0.2 | $1.1M | +6% | 38k | 28.63 |
|
| Blackrock Ltd Duration Income Cef (BLW) | 0.2 | $1.1M | +6% | 90k | 12.10 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.2 | $1.1M | 13k | 79.55 |
|
|
| Ppg Inds Stock (PPG) | 0.2 | $1.1M | -13% | 9.5k | 110.64 |
|
| First Tr Inter Duratn Pfd & In Cef (FPF) | 0.2 | $1.0M | +5% | 62k | 16.58 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $1.0M | -10% | 4.4k | 230.87 |
|
| Morgan Stanley Stock (MS) | 0.1 | $1.0M | 13k | 79.03 |
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|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $1.0M | +5% | 8.0k | 127.29 |
|
| Advanced Micro Devices Stock (AMD) | 0.1 | $1.0M | +7% | 16k | 63.36 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $981k | -9% | 5.0k | 194.76 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $975k | 13k | 74.84 |
|
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $973k | +30% | 2.7k | 357.06 |
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| Docusign Stock (DOCU) | 0.1 | $951k | -43% | 18k | 53.47 |
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| Nuveen Floating Rate Income Op Cef | 0.1 | $950k | +8% | 118k | 8.06 |
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| Progyny Stock (PGNY) | 0.1 | $948k | +30% | 26k | 37.05 |
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| Five Below Stock (FIVE) | 0.1 | $917k | +7% | 6.7k | 137.63 |
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| Blackrock Res & Commodities St Cef (BCX) | 0.1 | $898k | +8% | 103k | 8.69 |
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| Store Cap Corp Reit | 0.1 | $878k | -63% | 28k | 31.33 |
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| Pioneer Nat Res Stock (PXD) | 0.1 | $875k | +2% | 4.0k | 216.64 |
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| Vanguard Russell 2000 Etf Etf (VTWO) | 0.1 | $858k | +108% | 13k | 66.63 |
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| Bk Of America Corp Stock (BAC) | 0.1 | $830k | 28k | 30.19 |
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| Lilly Eli & Co Stock (LLY) | 0.1 | $826k | +2% | 2.6k | 323.29 |
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| Align Technology Stock (ALGN) | 0.1 | $817k | +2413% | 3.9k | 207.05 |
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $788k | -2% | 8.7k | 90.11 |
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| Ellsworth Growth & Income Fd L Cef (ECF) | 0.1 | $783k | +9% | 98k | 8.01 |
|
| Merck & Co Stock (MRK) | 0.1 | $758k | -11% | 8.8k | 86.08 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $750k | +29% | 7.1k | 105.01 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $730k | 2.1k | 340.01 |
|
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $726k | 15k | 49.30 |
|
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $719k | -4% | 2.7k | 267.88 |
|
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $708k | +51% | 9.4k | 75.26 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $677k | +18% | 30k | 22.75 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $672k | 3.2k | 210.26 |
|
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.1 | $666k | 22k | 30.01 |
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| Conocophillips Stock (COP) | 0.1 | $664k | +2% | 6.5k | 102.34 |
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| At&t Stock (T) | 0.1 | $662k | +18% | 43k | 15.34 |
|
| Danaher Corporation Stock (DHR) | 0.1 | $661k | -9% | 2.6k | 258.20 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $661k | 9.0k | 73.43 |
|
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| Starbucks Corp Stock (SBUX) | 0.1 | $648k | -13% | 7.7k | 84.28 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $604k | -3% | 6.4k | 94.89 |
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| Fedex Corp Stock (FDX) | 0.1 | $604k | 4.1k | 148.44 |
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| Activision Blizzard Stock | 0.1 | $602k | -13% | 8.1k | 74.40 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $600k | -7% | 4.1k | 147.53 |
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| Raytheon Technologies Corp Stock (RTX) | 0.1 | $599k | -15% | 7.3k | 81.86 |
|
| Deere & Co Stock (DE) | 0.1 | $592k | +2% | 1.8k | 333.71 |
|
| Fox Factory Hldg Corp Stock (FOXF) | 0.1 | $587k | +87% | 7.4k | 79.10 |
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| Hubbell Stock (HUBB) | 0.1 | $583k | 2.6k | 223.03 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $574k | +20% | 7.6k | 75.36 |
|
| Endava Plc Ads Adr (DAVA) | 0.1 | $572k | +119% | 7.1k | 80.57 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $569k | 6.9k | 83.04 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $568k | -16% | 1.4k | 400.28 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $554k | +6% | 804.00 | 689.05 |
|
| Integer Hldgs Corp Stock (ITGR) | 0.1 | $550k | +26% | 8.8k | 62.25 |
|
| Warby Parker Inc Cl A Stock (WRBY) | 0.1 | $549k | +128% | 41k | 13.34 |
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| Novartis Adr (NVS) | 0.1 | $549k | -19% | 7.2k | 75.97 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $547k | -8% | 2.9k | 187.33 |
|
| Cvs Health Corp Stock (CVS) | 0.1 | $539k | -13% | 5.7k | 95.28 |
|
| Waste Connections Stock (WCN) | 0.1 | $538k | -9% | 4.0k | 135.21 |
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| Huntsman Corp Stock (HUN) | 0.1 | $536k | +33% | 22k | 24.55 |
|
| Medical Pptys Trust Reit (MPW) | 0.1 | $532k | +92% | 45k | 11.85 |
|
| Carlisle Cos Stock (CSL) | 0.1 | $522k | +35% | 1.9k | 280.65 |
|
| International Business Machs Stock (IBM) | 0.1 | $521k | -16% | 4.4k | 118.81 |
|
| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $520k | +7% | 3.5k | 150.42 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $517k | +28% | 47k | 11.03 |
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| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.1 | $516k | +20% | 8.1k | 63.88 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $515k | -11% | 2.4k | 212.37 |
|
| Aspen Technology Stock (AZPN) | 0.1 | $514k | +54% | 2.2k | 238.07 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $507k | -11% | 9.2k | 54.83 |
|
| Aflac Stock (AFL) | 0.1 | $503k | -20% | 9.0k | 56.17 |
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $501k | 6.2k | 80.25 |
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| Diamondback Energy Stock (FANG) | 0.1 | $495k | +30% | 4.1k | 120.47 |
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| Blackline Stock (BL) | 0.1 | $493k | +12% | 8.2k | 59.91 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $491k | -7% | 1.4k | 358.39 |
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| Qualys Stock (QLYS) | 0.1 | $487k | +98% | 3.5k | 139.46 |
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| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $485k | +12% | 4.3k | 113.32 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $484k | +26% | 1.7k | 289.82 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.1 | $483k | +1461% | 1.5k | 318.81 |
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| Sony Group Corporation Adr (SONY) | 0.1 | $470k | -8% | 7.3k | 64.09 |
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| Duck Creek Technologies Stock | 0.1 | $469k | -11% | 40k | 11.86 |
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| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.1 | $466k | 7.4k | 62.67 |
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| Bayfirst Financial Corp Stock | 0.1 | $462k | NEW | 28k | 16.54 |
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| Cigna Corp Stock (CI) | 0.1 | $457k | 1.6k | 277.64 |
|
|
| Crane Hldgs Stock (CXT) | 0.1 | $455k | +25% | 5.2k | 87.58 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $451k | 7.3k | 62.13 |
|
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| Blackstone Strategic Credit Fd Com Shs Ben In Cef (BGB) | 0.1 | $449k | +43% | 42k | 10.62 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.1 | $445k | -20% | 6.7k | 66.56 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $445k | -49% | 4.3k | 102.72 |
|
| Tjx Cos Stock (TJX) | 0.1 | $443k | -5% | 7.1k | 62.16 |
|
| Enbridge Stock (ENB) | 0.1 | $442k | -4% | 12k | 37.13 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $442k | -10% | 4.4k | 99.68 |
|
| Emerson Elec Stock (EMR) | 0.1 | $441k | -20% | 6.0k | 73.30 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $438k | 2.0k | 219.22 |
|
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| 3M Stock (MMM) | 0.1 | $435k | -16% | 3.9k | 110.60 |
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| Paychex Stock (PAYX) | 0.1 | $431k | -22% | 3.8k | 112.18 |
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| Boeing Stock (BA) | 0.1 | $419k | +20% | 3.5k | 120.99 |
|
| Discover Finl Svcs Stock (DFS) | 0.1 | $418k | 4.6k | 90.99 |
|
|
| Advent Conv & Income Cef (AVK) | 0.1 | $418k | +55% | 39k | 10.63 |
|
| Yum China Hldgs Stock (YUMC) | 0.1 | $413k | 8.7k | 47.30 |
|
|
| Coca Cola Stock (KO) | 0.1 | $408k | +11% | 7.3k | 56.00 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $405k | +15% | 2.0k | 206.63 |
|
| Spdr Gold Shares Etf (GLD) | 0.1 | $405k | +38% | 2.6k | 154.52 |
|
| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $400k | +9% | 10k | 39.56 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $400k | 4.6k | 86.43 |
|
|
| Fortinet Stock (FTNT) | 0.1 | $393k | +10% | 8.0k | 49.17 |
|
| Ares Capital Corp Cef (ARCC) | 0.1 | $393k | -8% | 23k | 16.88 |
|
| Cohen & Steers Infrastructure Cef (UTF) | 0.1 | $390k | -6% | 17k | 23.23 |
|
| Norfolk Southn Corp Stock (NSC) | 0.1 | $389k | 1.9k | 209.70 |
|
|
| Grainger W W Stock (GWW) | 0.1 | $388k | -25% | 793.00 | 489.28 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.1 | $382k | +12% | 1.3k | 285.07 |
|
| Insulet Corp Stock (PODD) | 0.1 | $376k | +69% | 1.6k | 229.13 |
|
| Altria Group Stock (MO) | 0.1 | $374k | 9.3k | 40.42 |
|
|
| Arista Networks Stock (ANET) | 0.1 | $372k | -23% | 3.3k | 112.73 |
|
| Epam Sys Stock (EPAM) | 0.1 | $372k | +2% | 1.0k | 362.22 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $367k | -4% | 4.2k | 87.28 |
|
| Apollo Tactical Income Cef (AIF) | 0.1 | $364k | +18% | 31k | 11.78 |
|
| Leidos Holdings Stock (LDOS) | 0.1 | $364k | +30% | 4.2k | 87.39 |
|
| Price T Rowe Group Stock (TROW) | 0.1 | $361k | -17% | 3.4k | 104.88 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $356k | 4.4k | 80.49 |
|
|
| Analog Devices Stock (ADI) | 0.1 | $356k | -24% | 2.6k | 139.23 |
|
| Malibu Boats Inc Com Cl A Stock (MBUU) | 0.1 | $352k | +19% | 7.3k | 47.94 |
|
| Alibaba Group Hldg Adr (BABA) | 0.1 | $350k | +39% | 4.4k | 79.96 |
|
| Hercules Capital Cef (HTGC) | 0.1 | $349k | -6% | 30k | 11.59 |
|
| Dominion Energy Stock (D) | 0.1 | $349k | -4% | 5.0k | 69.18 |
|
| Dollar Gen Corp Stock (DG) | 0.1 | $345k | +18% | 1.4k | 240.08 |
|
| Nexstar Media Group Stock (NXST) | 0.1 | $339k | +7% | 2.0k | 166.58 |
|
| Hamilton Lane Inc Cl A Stock (HLNE) | 0.1 | $339k | +4885% | 5.7k | 59.65 |
|
| Petco Health & Wellness Stock (WOOF) | 0.0 | $336k | +31% | 30k | 11.17 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $333k | 5.0k | 66.08 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $331k | -28% | 2.0k | 161.78 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $324k | +7% | 2.5k | 128.78 |
|
| Corcept Therapeutics Stock (CORT) | 0.0 | $318k | 12k | 25.63 |
|
|
| Eversource Energy Stock (ES) | 0.0 | $318k | -25% | 4.1k | 78.08 |
|
| Reliance Steel & Aluminum Stock (RS) | 0.0 | $315k | -2% | 1.8k | 174.13 |
|
| Csx Corp Stock (CSX) | 0.0 | $312k | +4% | 12k | 26.62 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $308k | -15% | 1.5k | 207.69 |
|
| General Mls Stock (GIS) | 0.0 | $307k | 4.0k | 76.67 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $305k | -26% | 1.4k | 222.95 |
|
| Ingredion Stock (INGR) | 0.0 | $302k | -16% | 3.8k | 80.38 |
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $302k | 1.3k | 234.84 |
|
|
| Ecolab Stock (ECL) | 0.0 | $301k | -13% | 2.1k | 144.43 |
|
| Globant S A Stock (GLOB) | 0.0 | $301k | -4% | 1.6k | 187.07 |
|
| Ishares Msci Taiwan Etf Etf (EWT) | 0.0 | $298k | -3% | 6.9k | 43.08 |
|
| Relx Adr (RELX) | 0.0 | $297k | -9% | 12k | 24.28 |
|
| Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $288k | -49% | 6.1k | 47.53 |
|
Past Filings by FourThought Financial
SEC 13F filings are viewable for FourThought Financial going back to 2021
- FourThought Financial 2022 Q3 filed Nov. 21, 2022
- FourThought Financial 2022 Q2 filed Aug. 12, 2022
- FourThought Financial 2022 Q1 filed April 29, 2022
- FourThought Financial 2021 Q4 filed Jan. 14, 2022
- FourThought Financial 2020 Q4 filed Nov. 12, 2021
- FourThought Financial 2021 Q1 filed Nov. 12, 2021
- FourThought Financial 2021 Q2 filed Nov. 12, 2021
- FourThought Financial 2021 Q3 filed Nov. 12, 2021