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 505 positions in its portfolio as reported in the September 2025 quarterly 13F filing

FourThought Financial Partners has 505 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) 5.2 $60M 115k 517.95
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Broadcom Stock (AVGO) 4.2 $48M -2% 146k 329.91
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Nvidia Corporation Stock (NVDA) 3.2 $37M -2% 195k 186.58
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American Tower Corp Reit (AMT) 2.2 $26M +4% 133k 192.32
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Apple Stock (AAPL) 2.2 $25M -4% 100k 254.63
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Jpmorgan Chase & Co Stock (JPM) 2.0 $23M -2% 73k 315.43
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Vanguard S&p 500 Etf Etf (VOO) 2.0 $22M +16% 36k 612.39
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Chevron Corp Stock (CVX) 1.9 $21M +2% 136k 155.29
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Visa Inc Com Cl A Stock (V) 1.8 $21M 61k 341.38
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Kla Corp Stock (KLAC) 1.6 $19M 17k 1078.58
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Amazon Stock (AMZN) 1.6 $18M +2% 83k 219.57
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Nextera Energy Stock (NEE) 1.5 $18M 233k 75.49
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Pepsico Stock (PEP) 1.5 $18M +6% 125k 140.44
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Medtronic Stock (MDT) 1.5 $17M 179k 95.24
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Abbott Labs Stock (ABT) 1.4 $16M 122k 133.94
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Lockheed Martin Corp Stock (LMT) 1.4 $16M 32k 499.21
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Lowes Cos Stock (LOW) 1.4 $16M 62k 251.31
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Asml Holding N V N Y Registry Adr (ASML) 1.4 $15M +11% 16k 968.07
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $15M -19% 62k 243.10
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Northrop Grumman Corp Stock (NOC) 1.3 $15M 24k 609.33
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Vanguard Russell 1000 Growth Etf Etf (VONG) 1.3 $15M +10% 121k 120.50
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Texas Instrs Stock (TXN) 1.2 $14M 75k 183.73
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Vanguard Russell 1000 Value Etf Etf (VONV) 1.1 $13M +18% 146k 89.37
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Blackrock Stock (BLK) 1.1 $13M 11k 1165.88
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Taiwan Semiconductor Mfg Adr (TSM) 1.1 $13M -7% 45k 279.29
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Costco Whsl Corp Stock (COST) 1.1 $12M 13k 925.63
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Chubb Stock (CB) 1.0 $12M 42k 282.25
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Nasdaq Stock (NDAQ) 1.0 $12M 133k 88.45
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Air Prods & Chems Stock (APD) 1.0 $12M 42k 272.72
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Comcast Corp New Cl A Stock (CMCSA) 1.0 $12M 366k 31.42
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Astrazeneca Adr (AZN) 1.0 $11M +2% 147k 76.72
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Ishares Core Dividend Growth Etf Etf (DGRO) 1.0 $11M +6% 164k 68.08
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Cisco Sys Stock (CSCO) 1.0 $11M -2% 163k 68.42
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Meta Platforms Inc Cl A Stock (META) 1.0 $11M 15k 734.38
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Cme Group Stock (CME) 0.9 $11M 39k 270.19
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Home Depot Stock (HD) 0.8 $9.2M 23k 405.20
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Vanguard Russell 1000 Etf Etf (VONE) 0.8 $9.1M -9% 30k 302.35
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Applied Matls Stock (AMAT) 0.8 $9.0M +23% 44k 204.74
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Amgen Stock (AMGN) 0.8 $8.9M 32k 282.20
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Qualcomm Stock (QCOM) 0.8 $8.7M 53k 166.36
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Nxp Semiconductors N V Stock (NXPI) 0.7 $7.6M 33k 227.73
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.7 $7.4M +3% 30k 246.60
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Honeywell Intl Stock (HON) 0.6 $7.3M 35k 210.50
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Pnc Finl Svcs Group Stock (PNC) 0.6 $7.0M 35k 200.93
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Invesco Qqq Trust Series I Etf (QQQ) 0.6 $7.0M +4% 12k 600.37
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Mercadolibre Stock (MELI) 0.6 $6.9M 3.0k 2336.70
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Mastercard Incorporated Cl A Stock (MA) 0.6 $6.6M +4% 12k 568.82
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Servicenow Stock (NOW) 0.6 $6.4M +2% 7.0k 920.21
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Caterpillar Stock (CAT) 0.6 $6.3M 13k 477.15
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Goldman Sachs Group Stock (GS) 0.5 $6.3M +13% 7.9k 796.31
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Prologis Reit (PLD) 0.5 $6.2M 54k 114.52
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Procter And Gamble Stock (PG) 0.5 $6.2M 40k 153.65
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Walmart Stock (WMT) 0.5 $6.2M +5% 60k 103.06
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $5.9M -7% 24k 243.55
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Intuit Stock (INTU) 0.5 $5.8M +8% 8.5k 682.93
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Marathon Pete Corp Stock (MPC) 0.5 $5.8M -4% 30k 192.74
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Msci Stock (MSCI) 0.5 $5.6M +6% 9.8k 567.40
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The Cigna Group Stock (CI) 0.5 $5.6M +4% 19k 288.25
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.5 $5.5M +2% 55k 100.25
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Veeva Sys Inc Cl A Stock (VEEV) 0.5 $5.4M 18k 297.91
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Enterprise Prods Partners Stock (EPD) 0.5 $5.3M +8% 170k 31.27
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Digital Rlty Tr Reit (DLR) 0.5 $5.3M +6% 31k 172.88
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $5.2M +14% 10k 502.74
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Adobe Stock (ADBE) 0.5 $5.2M +17% 15k 352.74
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Crown Castle Reit (CCI) 0.4 $5.0M 52k 96.49
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Thermo Fisher Scientific Stock (TMO) 0.4 $5.0M 10k 485.00
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Chesapeake Utils Corp Stock (CPK) 0.4 $4.8M 36k 134.69
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Salesforce Stock (CRM) 0.4 $4.5M +10% 19k 237.00
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Lam Research Corp Stock (LRCX) 0.4 $4.3M -3% 32k 133.90
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Duke Energy Corp Stock (DUK) 0.4 $4.2M +7% 34k 123.75
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Eli Lilly & Co Stock (LLY) 0.4 $4.1M +71% 5.4k 763.04
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Exxon Mobil Corp Stock (XOM) 0.4 $4.1M 37k 112.75
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Mplx Lp Com Unit Rep Stock (MPLX) 0.4 $4.1M +10% 82k 49.95
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.4 $4.0M +5% 70k 57.10
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Abbvie Stock (ABBV) 0.3 $3.9M 17k 231.54
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Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $3.9M +80% 5.9k 666.19
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.3 $3.9M +15% 59k 65.01
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Tractor Supply Stock (TSCO) 0.3 $3.7M 65k 56.87
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Verizon Communications Stock (VZ) 0.3 $3.7M +59% 83k 43.95
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Csx Corp Stock (CSX) 0.3 $3.6M 101k 35.51
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Zoetis Inc Cl A Stock (ZTS) 0.3 $3.5M +4% 24k 146.32
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Novo-nordisk A S Adr (NVO) 0.3 $3.5M +7% 63k 55.49
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Advanced Micro Devices Stock (AMD) 0.3 $3.4M -6% 21k 161.79
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Paypal Hldgs Stock (PYPL) 0.3 $3.3M +13% 50k 67.06
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $3.2M -13% 64k 50.07
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Fortinet Stock (FTNT) 0.3 $3.1M +8% 37k 84.08
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Williams Cos Stock (WMB) 0.3 $3.1M +8% 49k 63.35
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Ishares National Muni Bond Etf Etf (MUB) 0.3 $3.1M -16% 29k 106.49
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Johnson & Johnson Stock (JNJ) 0.2 $2.8M 15k 185.42
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Kayne Anderson Energy Infrstr Cef (KYN) 0.2 $2.6M +5% 209k 12.37
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Vanguard Information Technology Etf Etf (VGT) 0.2 $2.5M 3.4k 746.53
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $2.5M -10% 5.0k 490.34
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Ares Capital Corp Cef (ARCC) 0.2 $2.4M +17% 119k 20.41
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Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) 0.2 $2.4M -6% 106k 22.34
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.2 $2.3M +19% 9.2k 247.13
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Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.2 $2.2M -9% 89k 24.93
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Eos Energy Enterprises Inc Com Cl A Stock (EOSE) 0.2 $2.2M -5% 189k 11.39
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Yum Brands Stock (YUM) 0.2 $2.1M 14k 152.00
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.1M +28% 18k 118.83
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Illinois Tool Wks Stock (ITW) 0.2 $2.1M -4% 7.9k 260.74
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Smith A O Corp Stock (AOS) 0.2 $1.9M +11% 27k 73.41
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $1.8M 65k 27.30
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $1.7M 5.1k 328.20
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Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.1 $1.6M +133% 66k 23.47
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Phillips 66 Stock (PSX) 0.1 $1.5M 11k 136.02
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $1.5M -50% 2.00 754200.00
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $1.5M +10% 8.1k 182.42
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Automatic Data Processing Stock (ADP) 0.1 $1.5M 5.0k 293.52
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.5M 85k 17.16
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $1.4M 9.8k 145.65
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Mckesson Corp Stock (MCK) 0.1 $1.4M -2% 1.8k 772.45
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Monolithic Pwr Sys Stock (MPWR) 0.1 $1.4M 1.5k 920.92
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Linde Stock (LIN) 0.1 $1.4M +335% 2.8k 474.97
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Morgan Stanley Stock (MS) 0.1 $1.3M +2% 8.4k 158.96
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Oracle Corp Stock (ORCL) 0.1 $1.3M +7% 4.7k 281.23
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At&t Stock (T) 0.1 $1.3M -52% 47k 28.24
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $1.3M -19% 17k 78.91
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $1.3M 6.5k 194.51
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Vanguard Russell 2000 Value Etf Etf (VTWV) 0.1 $1.3M 8.1k 155.87
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Invesco Nasdaq Internet Etf Etf (PNQI) 0.1 $1.3M 23k 55.83
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $1.2M -16% 16k 78.09
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Aon Plc Shs Cl A Stock (AON) 0.1 $1.2M +24% 3.4k 356.55
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Netflix Stock (NFLX) 0.1 $1.2M -7% 1.0k 1198.92
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Principal Spectrum Preferred Secs Active Etf Etf (PREF) 0.1 $1.2M +13% 64k 19.14
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.2M 24k 50.73
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Ati Stock (ATI) 0.1 $1.2M +9% 14k 81.34
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Rtx Corporation Stock (RTX) 0.1 $1.2M -2% 7.0k 167.33
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Boston Scientific Corp Stock (BSX) 0.1 $1.1M 12k 97.63
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Unitedhealth Group Stock (UNH) 0.1 $1.1M +20% 3.3k 345.31
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Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.1 $1.1M -59% 10k 110.47
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Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.1 $1.1M +192% 49k 22.15
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.1M +119% 2.3k 468.34
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Vanguard Russell 2000 Growth Etf Etf (VTWG) 0.1 $1.1M 4.5k 233.78
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Corcept Therapeutics Stock (CORT) 0.1 $1.1M +7% 13k 83.11
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Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $1.0M +212% 41k 25.52
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Bank America Corp Stock (BAC) 0.1 $1.0M 20k 51.59
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First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.1 $1.0M -21% 26k 38.29
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Waste Mgmt Inc Del Stock (WM) 0.1 $1.0M -5% 4.5k 220.85
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Synopsys Stock (SNPS) 0.1 $976k +6% 2.0k 493.39
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Philip Morris Intl Stock (PM) 0.1 $957k -6% 5.9k 162.20
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Fedex Corp Stock (FDX) 0.1 $947k 4.0k 235.81
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Boeing Stock (BA) 0.1 $938k +10% 4.3k 215.83
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Capital One Finl Corp Stock (COF) 0.1 $909k -2% 4.3k 212.58
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Union Pac Corp Stock (UNP) 0.1 $906k 3.8k 236.37
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Tesla Stock (TSLA) 0.1 $905k +4% 2.0k 444.65
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Mcdonalds Corp Stock (MCD) 0.1 $905k 3.0k 303.87
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Tjx Cos Stock (TJX) 0.1 $897k +2% 6.2k 144.54
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $893k 6.3k 140.95
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Royal Caribbean Group Stock (RCL) 0.1 $874k 2.7k 323.57
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Hubbell Stock (HUBB) 0.1 $870k -58% 2.0k 430.33
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Ishares Core S&p 500 Etf Etf (IVV) 0.1 $854k +20% 1.3k 669.14
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Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $830k +284% 34k 24.34
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Hdfc Bank Adr (HDB) 0.1 $796k +97% 23k 34.16
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Exlservice Holdings Stock (EXLS) 0.1 $790k +6% 18k 44.03
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Hamilton Lane Inc Cl A Stock (HLNE) 0.1 $775k +6% 5.7k 134.79
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Ge Aerospace Stock (GE) 0.1 $754k -16% 2.5k 300.85
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Motorola Solutions Stock (MSI) 0.1 $734k 1.6k 457.29
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Conocophillips Stock (COP) 0.1 $726k +12% 7.7k 94.59
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International Business Machs Stock (IBM) 0.1 $725k -3% 2.6k 282.16
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Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $712k NEW 29k 24.30
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Booking Holdings Stock (BKNG) 0.1 $707k +10% 131.00 5399.27
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $701k 7.3k 96.55
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Arista Networks Stock (ANET) 0.1 $679k -13% 4.7k 145.71
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Southern Stock (SO) 0.1 $672k -3% 7.1k 94.77
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $672k 10k 65.26
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $665k 7.9k 84.11
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $654k 4.0k 164.54
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Wells Fargo Stock (WFC) 0.1 $645k +5% 7.7k 83.82
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Deere & Co Stock (DE) 0.1 $627k 1.4k 457.24
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Interactive Brokers Group Inc Com Cl A Stock (IBKR) 0.1 $624k +100% 9.1k 68.81
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Emerson Elec Stock (EMR) 0.1 $612k +2% 4.7k 131.18
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Paramount Skydance Corp Com Cl B Stock (PSKY) 0.1 $594k NEW 31k 18.92
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Vaneck Semiconductor Etf Etf (SMH) 0.1 $591k 1.8k 326.36
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General Dynamics Corp Stock (GD) 0.1 $587k +3% 1.7k 341.00
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Ameresco Inc Cl A Stock (AMRC) 0.1 $581k NEW 17k 33.58
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $567k -5% 11k 53.40
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Unilever Adr (UL) 0.0 $560k 9.4k 59.28
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Clearpoint Neuro Stock (CLPT) 0.0 $559k NEW 26k 21.79
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Marvell Technology Stock (MRVL) 0.0 $559k NEW 6.6k 84.07
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Bayfirst Financial Corp Stock 0.0 $551k +31% 53k 10.46
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Dominion Energy Stock (D) 0.0 $550k +29% 9.0k 61.17
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Analog Devices Stock (ADI) 0.0 $547k -7% 2.2k 245.72
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Pfizer Stock (PFE) 0.0 $547k -23% 22k 25.48
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Factset Resh Sys Stock (FDS) 0.0 $545k +21% 1.9k 286.48
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Spdr Gold Shares Etf (GLD) 0.0 $544k +47% 1.5k 355.47
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $531k -4% 2.8k 189.70
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $523k 8.0k 65.00
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Altria Group Stock (MO) 0.0 $522k 7.9k 66.06
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Stryker Corporation Stock (SYK) 0.0 $522k +10% 1.4k 369.76
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Aflac Stock (AFL) 0.0 $521k 4.7k 111.71
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Citigroup Stock (C) 0.0 $520k -6% 5.1k 101.50
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $518k NEW 5.4k 95.13
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $509k 1.3k 396.13
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Danaher Corporation Stock (DHR) 0.0 $500k 2.5k 198.23
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Rockwell Automation Stock (ROK) 0.0 $498k 1.4k 349.44
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Ishares Semiconductor Etf Etf (SOXX) 0.0 $489k 1.8k 271.14
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Bigbear Ai Hldgs Stock (BBAI) 0.0 $486k NEW 75k 6.52
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Vanguard Growth Etf Etf (VUG) 0.0 $481k -7% 1.0k 479.61
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Merck & Co Stock (MRK) 0.0 $478k -13% 5.7k 83.93
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Innodata Stock (INOD) 0.0 $478k NEW 6.2k 77.07
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La Z Boy Stock (LZB) 0.0 $461k NEW 13k 34.32
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Realty Income Corp Reit (O) 0.0 $461k -3% 7.6k 60.79
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Pool Corp Stock (POOL) 0.0 $457k +103% 1.5k 310.15
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Kkr & Co Stock (KKR) 0.0 $446k +83% 3.4k 129.95
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Lattice Semiconductor Corp Stock (LSCC) 0.0 $445k NEW 6.1k 73.32
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Amphenol Corp New Cl A Stock (APH) 0.0 $441k 3.6k 123.75
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Fiserv Stock (FI) 0.0 $440k NEW 3.4k 128.93
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Paycom Software Stock (PAYC) 0.0 $437k +6% 2.1k 208.10
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Bristol-myers Squibb Stock (BMY) 0.0 $434k +3% 9.6k 45.10
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Trane Technologies Stock (TT) 0.0 $433k +41% 1.0k 421.99
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Ge Vernova Stock (GEV) 0.0 $433k +13% 704.00 615.13
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Transdigm Group Stock (TDG) 0.0 $432k NEW 328.00 1316.71
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $427k -12% 4.3k 99.94
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Nucor Corp Stock (NUE) 0.0 $421k NEW 3.1k 135.42
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Ishares Core U.s. Reit Etf Etf (USRT) 0.0 $420k -2% 7.2k 58.72
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Palo Alto Networks Stock (PANW) 0.0 $414k +33% 2.0k 203.62
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $409k -3% 1.9k 215.81
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Echostar Corp Cl A Stock (SATS) 0.0 $405k NEW 5.3k 76.36
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Daktronics Stock (DAKT) 0.0 $402k NEW 19k 20.92
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Williams Sonoma Stock (WSM) 0.0 $400k +31% 2.0k 195.50
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Progressive Corp Stock (PGR) 0.0 $398k -6% 1.6k 246.95
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Eaton Corp Stock (ETN) 0.0 $395k -3% 1.1k 374.25
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Bellring Brands Stock (BRBR) 0.0 $394k NEW 11k 36.35
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Disney Walt Stock (DIS) 0.0 $391k -10% 3.4k 114.51
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Marriott Intl Inc New Cl A Stock (MAR) 0.0 $390k +97% 1.5k 260.44
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Titan Amer Sa Common Shares Stock (TTAM) 0.0 $388k NEW 26k 14.94
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Public Svc Enterprise Grp Stock (PEG) 0.0 $386k 4.6k 83.46
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Manhattan Associates Stock (MANH) 0.0 $383k NEW 1.9k 204.98
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Healthequity Stock (HQY) 0.0 $381k NEW 4.0k 94.77
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Constellation Energy Corp Stock (CEG) 0.0 $380k -6% 1.2k 329.07
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Global X Cybersecurity Etf Etf (BUG) 0.0 $379k 11k 35.19
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Madden Steven Stock (SHOO) 0.0 $379k NEW 11k 33.48
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Adeia Stock (ADEA) 0.0 $378k NEW 23k 16.80
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Jack In The Box Stock (JACK) 0.0 $377k NEW 19k 19.77
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American Elec Pwr Stock (AEP) 0.0 $375k -3% 3.3k 112.49
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Huntington Bancshares Stock (HBAN) 0.0 $373k NEW 22k 17.27
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Semtech Corp Stock (SMTC) 0.0 $373k NEW 5.2k 71.45
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Orla Mng Stock (ORLA) 0.0 $372k NEW 34k 10.80
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Owens & Minor Stock (OMI) 0.0 $369k NEW 77k 4.80
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Brown & Brown Stock (BRO) 0.0 $367k +102% 3.9k 93.79
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Site Ctrs Corp Reit (SITC) 0.0 $367k NEW 41k 9.01
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Cvr Energy Stock (CVI) 0.0 $365k NEW 10k 36.48
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Old Dominion Freight Line Stock (ODFL) 0.0 $365k NEW 2.6k 140.78
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Grainger W W Stock (GWW) 0.0 $364k -8% 382.00 952.96
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Starbucks Corp Stock (SBUX) 0.0 $362k +19% 4.3k 84.60
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Grail Stock (GRAL) 0.0 $359k 6.1k 59.13
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Henry Jack & Assoc Stock (JKHY) 0.0 $358k NEW 2.4k 148.93
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Nextdecade Corp Stock (NEXT) 0.0 $357k NEW 53k 6.79
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Scholastic Corp Stock (SCHL) 0.0 $357k NEW 13k 27.38
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Reliance Stock (RS) 0.0 $357k 1.3k 280.74
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Past Filings by FourThought Financial Partners

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