FourThought Financial Partners

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

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Positions held by FourThought Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for FourThought Financial Partners

FourThought Financial Partners holds 504 positions in its portfolio as reported in the December 2025 quarterly 13F filing

FourThought Financial Partners has 504 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 4.8 $57M 117k 483.62
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Broadcom Stock (AVGO) 4.3 $51M 149k 346.10
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Nvidia Corporation Stock (NVDA) 3.1 $36M 195k 186.50
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Apple Stock (AAPL) 2.5 $29M +8% 108k 271.86
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Vanguard S&p 500 Etf Etf (VOO) 2.1 $25M +11% 41k 627.13
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Jpmorgan Chase & Co Stock (JPM) 2.0 $23M 72k 322.22
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Ishares Core Dividend Growth Etf Etf (DGRO) 2.0 $23M +104% 335k 69.42
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Visa Inc Com Cl A Stock (V) 1.8 $22M 62k 350.71
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Chevron Corp Stock (CVX) 1.8 $21M +3% 140k 152.41
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American Tower Corp Reit (AMT) 1.8 $21M -8% 121k 175.57
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Amazon Stock (AMZN) 1.8 $21M +10% 92k 230.82
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Kla Corp Stock (KLAC) 1.7 $21M 17k 1215.05
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.6 $19M 62k 313.00
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Nextera Energy Stock (NEE) 1.6 $19M 234k 80.28
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Pepsico Stock (PEP) 1.6 $19M +3% 129k 143.52
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Medtronic Stock (MDT) 1.5 $17M 182k 96.06
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Comcast Corp New Cl A Stock (CMCSA) 1.4 $17M +52% 557k 29.89
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Asml Holding N V N Y Registry Adr (ASML) 1.4 $17M -2% 15k 1069.84
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Vanguard Russell 1000 Growth Etf Etf (VONG) 1.4 $16M +8% 132k 121.75
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Abbott Labs Stock (ABT) 1.3 $16M 124k 125.29
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Lowes Cos Stock (LOW) 1.3 $15M +3% 64k 241.16
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Lockheed Martin Corp Stock (LMT) 1.3 $15M 32k 483.67
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Chubb Stock (CB) 1.2 $14M +8% 46k 312.12
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Northrop Grumman Corp Stock (NOC) 1.2 $14M 25k 570.21
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Astrazeneca Adr 1.2 $14M +2% 151k 91.93
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Taiwan Semiconductor Mfg Adr (TSM) 1.1 $14M 44k 303.89
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Vanguard Russell 1000 Value Etf Etf (VONV) 1.1 $13M -2% 142k 92.30
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Nasdaq Stock (NDAQ) 1.1 $13M 134k 97.13
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Costco Wholesale Corporation Stock (COST) 1.0 $12M +5% 14k 862.35
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Blackrock Stock (BLK) 1.0 $12M 11k 1070.36
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Cme Group Stock (CME) 0.9 $11M 40k 273.08
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Applied Matls Stock (AMAT) 0.9 $11M -4% 42k 256.99
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Amgen Stock (AMGN) 0.9 $11M 32k 327.31
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Meta Platforms Inc Cl A Stock (META) 0.9 $10M +2% 15k 660.11
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Texas Instrs Stock (TXN) 0.8 $9.9M -24% 57k 173.49
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Air Prods & Chems Stock (APD) 0.8 $9.4M -9% 38k 247.02
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Qualcomm Stock (QCOM) 0.8 $9.1M 53k 171.05
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Vanguard Russell 1000 Etf Etf (VONE) 0.7 $8.9M -4% 29k 309.05
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.7 $8.2M +356% 298k 27.43
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $7.7M 24k 313.80
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Pnc Finl Svcs Group Stock (PNC) 0.6 $7.6M +5% 37k 208.73
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Caterpillar Stock (CAT) 0.6 $7.6M 13k 572.89
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Procter & Gamble Stock (PG) 0.6 $7.5M +29% 52k 143.31
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Honeywell Intl Stock (HON) 0.6 $7.1M +5% 37k 195.09
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Prologis Reit (PLD) 0.6 $6.9M 54k 127.66
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Invesco Qqq Trust Series I Etf (QQQ) 0.6 $6.8M -3% 11k 614.28
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Goldman Sachs Group Stock (GS) 0.6 $6.8M 7.7k 878.97
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Mastercard Incorporated Cl A Stock (MA) 0.6 $6.7M 12k 570.87
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Walmart Stock (WMT) 0.6 $6.7M 60k 111.41
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Msci Stock (MSCI) 0.6 $6.7M +18% 12k 573.71
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.6 $6.7M -16% 25k 268.30
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Cisco Sys Stock (CSCO) 0.5 $6.3M -49% 82k 77.03
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $6.2M +12% 62k 99.88
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $6.0M +15% 12k 502.65
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Mercadolibre Stock (MELI) 0.5 $6.0M 3.0k 2014.05
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Thermo Fisher Scientific Stock (TMO) 0.5 $5.9M 10k 579.42
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Slide Ins Hldgs Stock (SLDE) 0.5 $5.9M NEW 303k 19.48
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Eli Lilly & Co Stock (LLY) 0.5 $5.9M 5.5k 1074.60
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Intuit Stock (INTU) 0.5 $5.7M 8.7k 662.43
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Salesforce Stock (CRM) 0.5 $5.7M +13% 22k 264.91
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The Cigna Group Stock (CI) 0.5 $5.7M +6% 21k 275.24
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Enterprise Prods Partners Stock (EPD) 0.5 $5.6M +3% 176k 32.06
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Servicenow Stock (NOW) 0.5 $5.5M +410% 36k 153.19
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Lam Research Corp Stock (LRCX) 0.4 $5.2M -6% 30k 171.18
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Crown Castle Reit (CCI) 0.4 $4.8M +5% 54k 88.87
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Digital Rlty Tr Reit (DLR) 0.4 $4.8M +2% 31k 154.71
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Nxp Semiconductors N V Stock (NXPI) 0.4 $4.8M -33% 22k 217.06
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Mplx Lp Com Unit Rep Stock (MPLX) 0.4 $4.7M +5% 87k 53.37
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Marathon Pete Corp Stock (MPC) 0.4 $4.6M -6% 28k 162.63
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.4 $4.5M +13% 68k 67.13
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Exxon Mobil Corp Stock (XOM) 0.4 $4.5M +2% 37k 120.34
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.4 $4.2M +5% 74k 57.24
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Veeva Sys Inc Cl A Stock (VEEV) 0.3 $4.1M +3% 19k 223.23
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Abbvie Stock (ABBV) 0.3 $3.9M 17k 228.48
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Duke Energy Corp Stock (DUK) 0.3 $3.9M 34k 117.21
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Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $3.9M -3% 5.7k 681.96
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Csx Corp Stock (CSX) 0.3 $3.8M +4% 106k 36.25
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Adobe Stock (ADBE) 0.3 $3.7M -28% 11k 349.99
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Verizon Communications Stock (VZ) 0.3 $3.5M +3% 86k 40.73
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Home Depot Stock (HD) 0.3 $3.4M -56% 9.9k 344.11
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Tractor Supply Stock (TSCO) 0.3 $3.4M +3% 67k 50.01
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $3.3M 65k 50.29
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Johnson & Johnson Stock (JNJ) 0.3 $3.2M 15k 206.95
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Williams Cos Stock (WMB) 0.3 $3.1M +6% 52k 60.11
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Ishares National Muni Bond Etf Etf (MUB) 0.3 $3.1M 29k 107.11
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Fortinet Stock (FTNT) 0.3 $3.1M +3% 39k 79.41
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Novo-nordisk A S Adr (NVO) 0.3 $3.0M -4% 60k 50.88
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.3 $3.0M +29% 12k 252.91
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Paypal Hldgs Stock (PYPL) 0.2 $2.7M -6% 47k 58.38
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Kayne Anderson Energy Infrstr Cef (KYN) 0.2 $2.7M +4% 219k 12.38
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.7M +24% 22k 120.18
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Ares Capital Corp Cef (ARCC) 0.2 $2.6M +7% 127k 20.23
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Vanguard Information Technology Etf Etf (VGT) 0.2 $2.6M 3.4k 753.72
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Chesapeake Utils Corp Stock (CPK) 0.2 $2.6M -42% 21k 124.76
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Zoetis Inc Cl A Stock (ZTS) 0.2 $2.5M -17% 20k 125.82
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Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) 0.2 $2.4M 106k 22.22
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Advanced Micro Devices Stock (AMD) 0.2 $2.3M -47% 11k 214.15
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $2.3M 5.0k 468.76
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Smith A O Corp Stock (AOS) 0.2 $2.3M +29% 34k 66.88
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Yum Brands Stock (YUM) 0.2 $2.1M 14k 151.28
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Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.2 $2.1M +35% 89k 23.41
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Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.2 $2.1M +90% 94k 22.07
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Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.2 $2.1M -5% 180k 11.46
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Alibaba Group Hldg Adr (BABA) 0.2 $2.0M +679% 14k 146.58
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Illinois Tool Wks Stock (ITW) 0.2 $1.8M -7% 7.3k 246.30
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State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.1 $1.7M -25% 67k 24.94
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $1.6M -5% 4.8k 335.27
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.6M +14% 98k 16.49
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.6M +9% 9.0k 177.75
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Ati Stock (ATI) 0.1 $1.6M -3% 14k 114.76
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Morgan Stanley Stock (MS) 0.1 $1.5M 8.6k 177.53
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $1.5M 2.00 754800.00
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.5M 9.8k 148.69
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Mckesson Corp Stock (MCK) 0.1 $1.5M 1.8k 820.20
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Automatic Data Processing Stock (ADP) 0.1 $1.4M +7% 5.4k 257.24
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Vanguard Russell 2000 Value Etf Etf (VTWV) 0.1 $1.4M +6% 8.6k 159.93
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Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $1.4M +32% 54k 25.45
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Monolithic Pwr Sys Stock (MPWR) 0.1 $1.3M 1.5k 906.40
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $1.3M 17k 78.81
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $1.3M 6.5k 198.63
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Principal Spectrum Preferred Secs Active Etf Etf (PREF) 0.1 $1.3M +5% 67k 19.07
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.3M +5% 25k 50.59
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Phillips 66 Stock (PSX) 0.1 $1.3M -13% 9.8k 129.04
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Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.1 $1.3M +13% 11k 110.96
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Rtx Corporation Stock (RTX) 0.1 $1.2M -3% 6.7k 183.41
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Invesco Nasdaq Internet Etf Etf (PNQI) 0.1 $1.2M 23k 53.95
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Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $1.2M +40% 48k 24.28
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Hecla Mng Stock (HL) 0.1 $1.2M NEW 61k 19.19
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Fedex Corp Stock (FDX) 0.1 $1.2M 4.0k 288.86
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Vanguard Russell 2000 Growth Etf Etf (VTWG) 0.1 $1.1M +7% 4.9k 235.99
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General Dynamics Corp Stock (GD) 0.1 $1.1M +97% 3.4k 336.66
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Bank America Corp Stock (BAC) 0.1 $1.1M 20k 55.00
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Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $1.1M +43% 8.3k 134.30
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Boston Scientific Corp Stock (BSX) 0.1 $1.1M -2% 11k 95.35
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.1M 2.3k 473.39
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Tjx Cos Stock (TJX) 0.1 $1.1M +11% 6.9k 153.61
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Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $1.0M +46% 43k 24.23
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Capital One Finl Corp Stock (COF) 0.1 $1.0M 4.3k 242.36
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Philip Morris Intl Stock (PM) 0.1 $1.0M +9% 6.4k 160.41
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Waste Mgmt Inc Del Stock (WM) 0.1 $1.0M 4.6k 219.72
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Synopsys Stock (SNPS) 0.1 $985k +5% 2.1k 469.72
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Boeing Stock (BA) 0.1 $971k +2% 4.5k 217.12
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Aon Plc Shs Cl A Stock (AON) 0.1 $969k -20% 2.7k 352.88
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Ge Aerospace Stock (GE) 0.1 $968k +25% 3.1k 308.03
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At&t Stock (T) 0.1 $968k -16% 39k 24.84
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Mcdonalds Corp Stock (MCD) 0.1 $966k +6% 3.2k 305.63
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Lionsgate Studios Corp Stock (LION) 0.1 $944k NEW 103k 9.13
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Tesla Stock (TSLA) 0.1 $940k +2% 2.1k 449.65
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First Majestic Silver Corp Stock (AG) 0.1 $926k NEW 56k 16.66
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $917k NEW 24k 38.11
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Hubbell Stock (HUBB) 0.1 $901k 2.0k 444.07
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $899k 6.3k 143.51
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Union Pac Corp Stock (UNP) 0.1 $893k 3.9k 231.32
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Hdfc Bank Adr (HDB) 0.1 $879k +3% 24k 36.54
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Ishares Core S&p 500 Etf Etf (IVV) 0.1 $874k 1.3k 684.79
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Netflix Stock (NFLX) 0.1 $869k +806% 9.3k 93.76
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Oracle Corp Stock (ORCL) 0.1 $860k -6% 4.4k 194.91
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First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.1 $845k -15% 22k 37.87
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International Business Machs Stock (IBM) 0.1 $840k +10% 2.8k 296.21
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Unitedhealth Group Stock (UNH) 0.1 $820k -23% 2.5k 330.14
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Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.1 $801k +136% 38k 21.15
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Wells Fargo Stock (WFC) 0.1 $795k +10% 8.5k 93.20
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Deere & Co Stock (DE) 0.1 $793k +24% 1.7k 465.59
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Exlservice Holdings Stock (EXLS) 0.1 $793k +4% 19k 42.44
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Unilever Adr (UL) 0.1 $757k NEW 12k 65.40
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Lithium Amers Corp Stock (LAC) 0.1 $742k NEW 170k 4.36
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Palo Alto Networks Stock (PANW) 0.1 $725k +93% 3.9k 184.20
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Royal Caribbean Group Stock (RCL) 0.1 $720k -4% 2.6k 278.90
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Spdr Gold Shares Etf (GLD) 0.1 $715k +17% 1.8k 396.31
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $710k +6% 4.2k 167.94
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $699k 7.3k 96.27
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $696k -43% 8.9k 77.88
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Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $683k NEW 9.8k 69.67
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $679k 10k 66.00
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $673k +25% 3.5k 191.57
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $662k 7.9k 83.75
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Factset Resh Sys Stock (FDS) 0.1 $656k +18% 2.3k 290.24
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Vaneck Semiconductor Etf Etf (SMH) 0.1 $654k 1.8k 360.13
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Citigroup Stock (C) 0.1 $644k +7% 5.5k 116.69
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Linde Stock (LIN) 0.1 $627k -48% 1.5k 426.38
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Barrett Business Svcs Stock (BBSI) 0.1 $622k NEW 17k 36.21
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Booking Holdings Stock (BKNG) 0.1 $616k -12% 115.00 5355.33
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Emerson Elec Stock (EMR) 0.1 $607k 4.6k 132.72
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Danaher Corporation Stock (DHR) 0.1 $600k +3% 2.6k 228.90
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Grail Stock (GRAL) 0.1 $600k +15% 7.0k 85.59
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Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $595k 9.2k 64.31
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Conocophillips Stock (COP) 0.1 $594k -17% 6.3k 93.61
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Propetro Hldg Corp Stock (PUMP) 0.0 $579k +3% 61k 9.51
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Arista Networks Stock (ANET) 0.0 $574k -6% 4.4k 131.03
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $572k 11k 54.71
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Southern Stock (SO) 0.0 $571k -7% 6.6k 87.20
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Dominion Energy Stock (D) 0.0 $568k +7% 9.7k 58.59
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Analog Devices Stock (ADI) 0.0 $560k -7% 2.1k 271.20
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Vail Resorts Stock (MTN) 0.0 $560k NEW 4.2k 132.80
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Fluence Energy Inc Com Cl A Stock (FLNC) 0.0 $559k NEW 28k 19.78
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Onespan Stock (OSPN) 0.0 $556k NEW 43k 12.84
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Vanguard Growth Etf Etf (VUG) 0.0 $555k +13% 1.1k 487.86
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Rockwell Automation Stock (ROK) 0.0 $554k 1.4k 389.03
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Disney Walt Stock (DIS) 0.0 $553k +42% 4.9k 113.78
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Merck & Co Stock (MRK) 0.0 $545k -9% 5.2k 105.26
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Ishares Semiconductor Etf Etf (SOXX) 0.0 $541k 1.8k 301.12
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Axogen Stock (AXGN) 0.0 $540k 17k 32.73
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Vestis Corporation Stock (VSTS) 0.0 $528k NEW 79k 6.67
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Ibotta Inc Class A Stock (IBTA) 0.0 $526k NEW 23k 22.73
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Liberty Global Ltd Com Cl A Stock (LBTYA) 0.0 $525k NEW 47k 11.14
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $512k 5.4k 94.15
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Aflac Stock (AFL) 0.0 $509k 4.6k 110.27
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Omnicell Stock (OMCL) 0.0 $508k -3% 11k 45.30
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $507k 1.3k 393.91
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Ameresco Inc Cl A Stock (AMRC) 0.0 $506k 17k 29.29
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Hyster-yale Inc Cl A Stock (HY) 0.0 $504k +114% 17k 29.71
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Nucor Corp Stock (NUE) 0.0 $493k -2% 3.0k 163.12
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Pfizer Stock (PFE) 0.0 $493k -7% 20k 24.90
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Altria Group Stock (MO) 0.0 $483k +6% 8.4k 57.66
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Innodata Stock (INOD) 0.0 $483k +52% 9.5k 50.95
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $481k +9% 4.7k 102.53
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Warrior Met Coal Stock (HCC) 0.0 $480k +8% 5.4k 88.17
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Stryker Corporation Stock (SYK) 0.0 $471k -5% 1.3k 351.37
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Vicor Corp Stock (VICR) 0.0 $470k 4.3k 109.60
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Marriott Intl Inc New Cl A Stock (MAR) 0.0 $469k 1.5k 310.24
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Andersons Stock (ANDE) 0.0 $461k 8.7k 53.17
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Henry Jack & Assoc Stock (JKHY) 0.0 $455k +3% 2.5k 182.48
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Madden Steven Stock (SHOO) 0.0 $452k -4% 11k 41.64
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Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $452k +10% 7.9k 56.96
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Constellation Energy Corp Stock (CEG) 0.0 $450k +10% 1.3k 353.27
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Iradimed Corp Stock (IRMD) 0.0 $448k NEW 4.6k 97.28
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Realty Income Corp Reit (O) 0.0 $447k +4% 7.9k 56.37
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Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.0 $446k NEW 18k 25.53
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American Elec Pwr Stock (AEP) 0.0 $446k +15% 3.9k 115.30
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Eastman Kodak Stock (KODK) 0.0 $443k NEW 52k 8.46
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Amphenol Corp New Cl A Stock (APH) 0.0 $437k -9% 3.2k 135.14
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Sigma Lithium Corporation Stock (SGML) 0.0 $436k NEW 33k 13.19
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Vanguard Mid-cap Etf Etf (VO) 0.0 $434k +48% 1.5k 290.26
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Bread Financial Holdings Stock (BFH) 0.0 $433k NEW 5.8k 74.03
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Motorola Solutions Stock (MSI) 0.0 $432k -29% 1.1k 383.32
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Sandisk Corp Stock (SNDK) 0.0 $422k NEW 1.8k 237.38
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Transdigm Group Stock (TDG) 0.0 $421k -3% 317.00 1328.49
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Ge Vernova Stock (GEV) 0.0 $421k -8% 644.00 653.91
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $417k 1.9k 219.80
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Progressive Corp Stock (PGR) 0.0 $413k +12% 1.8k 227.72
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Corcept Therapeutics Stock (CORT) 0.0 $410k -6% 12k 34.80
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Globalfoundries Inc Ordinary Shares Stock (GFS) 0.0 $410k NEW 12k 34.92
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Marvell Technology Stock (MRVL) 0.0 $408k -27% 4.8k 84.98
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Paramount Skydance Corp Com Cl B Stock (PSKY) 0.0 $406k -3% 30k 13.40
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Bristol-myers Squibb Stock (BMY) 0.0 $405k -21% 7.5k 53.94
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Resolute Hldgs Mgmt Stock (RHLD) 0.0 $404k NEW 2.0k 206.43
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Ishares Msci Eafe Etf Etf (EFA) 0.0 $403k NEW 4.2k 96.03
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Moodys Corp Stock (MCO) 0.0 $401k +8% 784.00 510.81
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $399k 8.0k 49.65
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Coca Cola Stock (KO) 0.0 $396k +18% 5.7k 69.91
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Past Filings by FourThought Financial Partners

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