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FourThought Financial Partners

Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, NEE, AMT, AVGO, and represent 18.85% of FourThought Financial Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$24M), Blackrock (+$14M), VIOO (+$7.9M), CME, NVDA, NDAQ, VONG, VOO, AMZN, VONV.
Started 5 new stock positions in VXUS, Blackrock, PSA, BCX, PAYC.
Reduced shares in these 10 stocks: , AAPL (-$8.2M), ACN, EMLP, HLI, BL, VZ, HLNE, DOCS, AZPN.
Sold out of its positions in BL, BLK, CPT, EXP, AZPN, SAP, SITM, SONY, VTEB.
FourThought Financial Partners was a net buyer of stock by $38M.
FourThought Financial Partners has $843M in assets under management (AUM), dropping by 8.45%.
Central Index Key (CIK): 0001956790

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Portfolio Holdings for FourThought Financial Partners

FourThought Financial Partners holds 174 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	5.4	$45M		105k	430.30	View chart
Apple Stock (AAPL)	3.8	$32M	-20%	139k	233.00	View chart
Nextera Energy Stock (NEE)	3.3	$28M		330k	84.53	View chart
American Tower Corp Reit (AMT)	3.2	$27M		117k	232.56	View chart
Broadcom Stock (AVGO)	3.1	$26M	+885%	153k	172.50	View chart
Nvidia Corporation Stock (NVDA)	2.5	$21M	+17%	175k	121.44	View chart
Air Prods & Chems Stock (APD)	2.2	$18M		61k	297.74	View chart
Chevron Corp Stock (CVX)	2.1	$18M	+5%	122k	147.27	View chart
Lockheed Martin Corp Stock (LMT)	2.1	$18M		30k	584.57	View chart
Abbott Labs Stock (ABT)	2.1	$18M	+3%	154k	114.01	View chart
Visa Inc Com Cl A Stock (V)	2.1	$17M	+2%	63k	274.95	View chart
Comcast Corp New Cl A Stock (CMCSA)	2.0	$17M	+4%	401k	41.77	View chart
Jpmorgan Chase & Co Stock (JPM)	2.0	$17M		79k	210.86	View chart
Lowes Cos Stock (LOW)	2.0	$17M		61k	270.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.9	$16M	+12%	30k	527.67	View chart
Medtronic Stock (MDT)	1.8	$16M	+3%	172k	90.03	View chart
Texas Instrs Stock (TXN)	1.8	$15M		73k	206.57	View chart
Amazon Stock (AMZN)	1.7	$15M	+10%	78k	186.33	View chart
Blackrock Stock	1.7	$14M	NEW	15k	949.49	View chart
Costco Whsl Corp Stock (COST)	1.4	$12M		14k	886.51	View chart
Chubb Stock (CB)	1.4	$12M		41k	288.39	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$11M	+8%	65k	165.85	View chart
Unitedhealth Group Stock (UNH)	1.3	$11M		18k	584.68	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.2	$10M	-18%	28k	353.48	View chart
Amgen Stock (AMGN)	1.2	$9.9M		31k	322.22	View chart
Northrop Grumman Corp Stock (NOC)	1.2	$9.9M		19k	528.07	View chart
Best Buy Stock (BBY)	1.2	$9.8M		95k	103.30	View chart
Home Depot Stock (HD)	1.1	$9.5M		23k	405.20	View chart
Cisco Sys Stock (CSCO)	1.1	$9.4M	+2%	177k	53.22	View chart
Servicenow Stock (NOW)	1.1	$9.3M		10k	894.39	View chart
Cme Group Stock (CME)	1.0	$8.8M	+70%	40k	220.65	View chart
Taiwan Semiconductor Mfg Adr (TSM)	1.0	$8.6M	-2%	50k	173.67	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.0	$8.4M	+5%	10k	833.28	View chart
Qualcomm Stock (QCOM)	1.0	$8.4M		49k	170.05	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	1.0	$8.4M	+34%	87k	96.52	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	1.0	$8.3M	+2225%	77k	108.18	View chart
Johnson & Johnson Stock (JNJ)	1.0	$8.2M		51k	162.06	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$8.1M	-7%	129k	62.69	View chart
Skyworks Solutions Stock (SWKS)	0.9	$7.5M	+2%	76k	98.77	View chart
Salesforce Stock (CRM)	0.9	$7.3M	+3%	27k	273.71	View chart
Honeywell Intl Stock (HON)	0.8	$7.1M	+2%	34k	206.71	View chart
Procter And Gamble Stock (PG)	0.8	$7.0M		40k	173.20	View chart
Applied Matls Stock (AMAT)	0.8	$6.9M		34k	202.05	View chart
Astrazeneca Adr (AZN)	0.8	$6.9M		88k	77.91	View chart
Nasdaq Stock (NDAQ)	0.8	$6.6M	+71%	90k	73.01	View chart
Bristol-myers Squibb Stock (BMY)	0.8	$6.5M	+7%	126k	51.74	View chart
Phillips 66 Stock (PSX)	0.8	$6.4M	+2%	49k	131.45	View chart
Target Corp Stock (TGT)	0.7	$6.3M	+4%	40k	155.86	View chart
Mercadolibre Stock (MELI)	0.7	$6.2M		3.0k	2051.75	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.7	$6.0M	+25%	72k	83.33	View chart
Thermo Fisher Scientific Stock (TMO)	0.7	$5.9M		9.5k	618.56	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$5.8M	+3%	10k	572.42	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$5.5M		11k	493.78	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$5.4M		11k	488.05	View chart
Adobe Stock (ADBE)	0.6	$5.2M		10k	517.78	View chart
Intuit Stock (INTU)	0.6	$5.1M		8.3k	620.97	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.6	$4.8M	-19%	144k	33.60	View chart
Zoetis Inc Cl A Stock (ZTS)	0.6	$4.7M		24k	195.38	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$4.5M		27k	167.19	View chart
Monolithic Pwr Sys Stock (MPWR)	0.5	$4.3M	-2%	4.6k	924.51	View chart
Prologis Reit (PLD)	0.5	$4.2M	+2%	33k	126.28	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$3.7M	+2%	62k	59.51	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.4	$3.7M	+17%	36k	101.27	View chart
Tractor Supply Stock (TSCO)	0.4	$3.6M	+3%	12k	290.92	View chart
Advanced Micro Devices Stock (AMD)	0.4	$3.5M	+5%	21k	164.08	View chart
Msci Stock (MSCI)	0.4	$3.5M	+7%	5.9k	582.96	View chart
Enterprise Prods Partners Stock (EPD)	0.4	$3.5M	+8%	119k	29.11	View chart
Align Technology Stock (ALGN)	0.4	$3.3M	+6%	13k	254.32	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.4	$3.3M	+3%	12k	280.47	View chart
Csx Corp Stock (CSX)	0.4	$3.2M	+2%	93k	34.53	View chart
Digital Rlty Tr Reit (DLR)	0.4	$3.1M		19k	161.83	View chart
Paypal Hldgs Stock (PYPL)	0.3	$2.9M		37k	78.03	View chart
Crown Castle Reit (CCI)	0.3	$2.8M	+30%	24k	118.63	View chart
Ishares High Yield Muni Income Active Etf Etf (HYMU)	0.3	$2.8M	+10%	119k	23.18	View chart
Fortinet Stock (FTNT)	0.3	$2.8M	+4%	36k	77.55	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB)	0.3	$2.7M	+10%	104k	26.27	View chart
Duke Energy Corp Stock (DUK)	0.3	$2.5M		21k	115.30	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.3	$2.4M	+11%	53k	44.46	View chart
Verizon Communications Stock (VZ)	0.3	$2.3M	-27%	51k	44.91	View chart
At&t Stock (T)	0.3	$2.2M	-15%	98k	22.00	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$2.2M	-5%	43k	50.74	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.3	$2.2M		29k	74.21	View chart
Kayne Anderson Energy Infrstr Cef (KYN)	0.3	$2.1M	-14%	195k	11.00	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.2	$2.1M	+5%	9.9k	209.86	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$2.1M		36k	57.22	View chart
Williams Cos Stock (WMB)	0.2	$2.0M	+6%	43k	45.65	View chart
Hubbell Stock (HUBB)	0.2	$1.9M		4.5k	428.31	View chart
Realty Income Corp Reit (O)	0.2	$1.9M		30k	63.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.8M		3.2k	573.73	View chart
Ares Capital Corp Cef (ARCC)	0.2	$1.7M	+90%	83k	20.94	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$1.7M	+5%	6.5k	260.06	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.7M		13k	125.62	View chart
Insulet Corp Stock (PODD)	0.2	$1.5M		6.4k	232.73	View chart
Goosehead Ins Inc Com Cl A Stock (GSHD)	0.2	$1.4M		16k	89.30	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.4M		2.3k	586.45	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$1.4M	+16%	14k	95.90	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$1.4M	+7%	4.8k	283.18	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$1.3M	-4%	7.5k	179.30	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.2	$1.3M		17k	78.37	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.2	$1.3M	+3%	11k	114.97	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$1.2M	-31%	10k	114.86	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.1	$1.2M		8.3k	139.36	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.1M	+7%	14k	78.69	View chart
Leidos Holdings Stock (LDOS)	0.1	$1.1M		6.8k	163.00	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.1	$1.0M	+4%	7.1k	147.15	View chart
Clearwater Analytics Hldgs Inc Cl A Stock (CWAN)	0.1	$1.0M		41k	25.25	View chart
Crane Company Stock (CR)	0.1	$1.0M		6.5k	158.28	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.1	$1.0M	+4%	4.9k	207.25	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$991k	+8%	62k	16.05	View chart
Aon Plc Shs Cl A Stock (AON)	0.1	$959k	-3%	2.8k	345.98	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.1	$906k	+13%	48k	18.81	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$906k		4.5k	200.85	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$871k		37k	23.45	View chart
Hamilton Lane Inc Cl A Stock (HLNE)	0.1	$869k	-49%	5.2k	168.38	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$868k	+8%	3.6k	239.98	View chart
Qualys Stock (QLYS)	0.1	$851k	+6%	6.6k	128.46	View chart
Novo-nordisk A S Adr (NVO)	0.1	$825k		6.9k	119.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$810k		6.3k	128.21	View chart
Progyny Stock (PGNY)	0.1	$782k	+9%	47k	16.76	View chart
Simpson Mfg Stock (SSD)	0.1	$735k		3.8k	191.28	View chart
Doximity Inc Cl A Stock (DOCS)	0.1	$722k	-53%	17k	43.57	View chart
Factset Resh Sys Stock (FDS)	0.1	$680k		1.5k	459.91	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$679k	+4%	11k	62.32	View chart
Warby Parker Inc Cl A Stock (WRBY)	0.1	$678k	-45%	42k	16.33	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$671k	+2%	13k	52.66	View chart
Exlservice Holdings Stock (EXLS)	0.1	$660k	-44%	17k	38.15	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$640k		7.3k	88.14	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$627k	-9%	1.1k	576.75	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$622k		4.7k	131.91	View chart
Lithia Mtrs Stock (LAD)	0.1	$621k	+2%	2.0k	317.72	View chart
Hdfc Bank Adr (HDB)	0.1	$614k		9.8k	62.56	View chart
Huntsman Corp Stock (HUN)	0.1	$613k	-38%	25k	24.20	View chart
Xpel Stock (XPEL)	0.1	$599k	-29%	14k	43.37	View chart
Bank Ozk Little Rock Ark Stock (OZK)	0.1	$554k	+2%	13k	42.99	View chart
Five Below Stock (FIVE)	0.1	$526k	-9%	6.0k	88.34	View chart
Globant S A Stock (GLOB)	0.1	$516k	+2%	2.6k	198.11	View chart
Littelfuse Stock (LFUS)	0.1	$496k	-37%	1.9k	265.27	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$494k		5.2k	95.48	View chart
Unilever Adr (UL)	0.1	$493k	-4%	7.6k	64.96	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$482k		7.8k	61.57	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$481k	+12%	4.1k	116.96	View chart
Fox Factory Hldg Corp Stock (FOXF)	0.1	$475k	-34%	11k	41.50	View chart
Diamondback Energy Stock (FANG)	0.1	$475k		2.8k	172.40	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$438k		1.3k	340.47	View chart
Sanofi Adr (SNY)	0.1	$438k		7.6k	57.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$426k		1.8k	230.62	View chart
Oneok Stock (OKE)	0.0	$416k		4.6k	91.12	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$409k		2.1k	198.08	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$400k		8.7k	45.86	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$385k		1.0k	375.24	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$376k	+8%	980.00	383.86	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$369k		1.3k	284.06	View chart
Alight Inc Com Cl A Stock (ALIT)	0.0	$312k	+3%	42k	7.40	View chart
Amn Healthcare Svcs Stock (AMN)	0.0	$307k	+6%	7.2k	42.39	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$301k	NEW	4.7k	64.74	View chart
Vanguard Value Etf Etf (VTV)	0.0	$281k		1.6k	174.52	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$273k		3.3k	83.74	View chart
Crane Nxt Stock (CXT)	0.0	$270k		4.8k	56.10	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$270k	-80%	1.7k	158.06	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$265k	+23%	15k	17.37	View chart
Nordson Corp Stock (NDSN)	0.0	$248k	+2%	946.00	262.53	View chart
Paycom Software Stock (PAYC)	0.0	$247k	NEW	1.5k	166.58	View chart
Spdr Gold Shares Etf (GLD)	0.0	$243k		1.0k	243.06	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$243k		920.00	263.76	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$240k	-2%	1.4k	166.87	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$228k	-8%	3.2k	72.48	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$221k	-3%	1.2k	189.80	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$214k		1.1k	202.68	View chart
British Amern Tob Adr (BTI)	0.0	$209k	-47%	5.7k	36.58	View chart
Essex Ppty Tr Reit (ESS)	0.0	$201k	-20%	680.00	295.56	View chart
Public Storage Oper Reit (PSA)	0.0	$200k	NEW	550.00	364.15	View chart
Blackrock Res & Commodities St Cef (BCX)	0.0	$104k	NEW	11k	9.60	View chart
Credit Suisse High Yield Bd Fd Sh Ben Int Cef (DHY)	0.0	$33k	-7%	15k	2.27	View chart
Akamai Technologies Inc 0.125 05/01/2025 Convertible	0.0	$13k		12k	1.11	View chart

Past Filings by FourThought Financial Partners

SEC 13F filings are viewable for FourThought Financial Partners going back to 2022

FourThought Financial Partners 2024 Q3 filed Nov. 13, 2024
FourThought Financial Partners 2024 Q2 filed Aug. 13, 2024
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

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