FourThought Financial Partners
Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMT, AVGO, LRCX, and represent 16.04% of FourThought Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: DGRO, NDAQ, MSCI, CMCSA, KYN, CCI, ALGN, FTNT, VOO, TSM.
- Started 22 new stock positions in VO, FIBK, ITGR, SSB, MSCI, RCL, SYY, CDNS, MHO, NDSN. PNC, MNST, IDXX, UFPI, LHX, WLK, KYN, VTV, APH, IT, COLB, XLK.
- Reduced shares in these 10 stocks: VZ (-$9.1M), , SUB, CRWD, AMAT, CRM, ILMN, JPST, LMT, AMT.
- Sold out of its positions in AEG, Akamai Technologies Inc note 0.125% 5/0, AMX, ARCC, DSU, BMBL, DHY, F, Kayne Anderson Mdstm Energy, KEY. MAT, Mind Technology, NRDY, NVS, PAA, SCHG, SHW, TELL, BBH, Western Digital Corp note 1.500% 2/0, AMCR.
- FourThought Financial Partners was a net seller of stock by $-4.8M.
- FourThought Financial Partners has $796M in assets under management (AUM), dropping by 11.23%.
- Central Index Key (CIK): 0001956790
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Portfolio Holdings for FourThought Financial Partners
FourThought Financial Partners holds 312 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Stock (MSFT) | 5.0 | $40M | 106k | 376.04 |
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| Apple Stock (AAPL) | 4.3 | $34M | 177k | 192.53 |
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| American Tower Corp Reit (AMT) | 2.4 | $19M | -3% | 89k | 215.88 |
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| Broadcom Stock (AVGO) | 2.4 | $19M | -2% | 17k | 1116.24 |
|
| Lam Research Corp Stock (LRCX) | 2.0 | $16M | 20k | 783.25 |
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| Visa Inc Com Cl A Stock (V) | 1.9 | $15M | 59k | 260.35 |
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| Abbott Labs Stock (ABT) | 1.9 | $15M | 137k | 110.07 |
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| Lockheed Martin Corp Stock (LMT) | 1.9 | $15M | -4% | 33k | 453.24 |
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| Nextera Energy Stock (NEE) | 1.8 | $15M | 241k | 60.74 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.7 | $14M | 80k | 170.10 |
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| Home Depot Stock (HD) | 1.7 | $13M | 38k | 346.55 |
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| Costco Whsl Corp Stock (COST) | 1.7 | $13M | 20k | 660.08 |
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| Pepsico Stock (PEP) | 1.6 | $13M | 77k | 169.84 |
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| Lowes Cos Stock (LOW) | 1.6 | $13M | 58k | 222.55 |
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| Comcast Corp New Cl A Stock (CMCSA) | 1.6 | $12M | +20% | 283k | 43.85 |
|
| Blackrock Stock (BLK) | 1.5 | $12M | -2% | 15k | 811.79 |
|
| Texas Instrs Stock (TXN) | 1.5 | $12M | 69k | 170.46 |
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| Medtronic Stock (MDT) | 1.4 | $12M | -2% | 139k | 82.38 |
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| Phillips 66 Stock (PSX) | 1.4 | $11M | 85k | 133.14 |
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| Air Prods & Chems Stock (APD) | 1.4 | $11M | 41k | 273.80 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.4 | $11M | 31k | 350.92 |
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| Amazon Stock (AMZN) | 1.4 | $11M | 71k | 151.94 |
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| Qualcomm Stock (QCOM) | 1.4 | $11M | 74k | 144.63 |
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| Vanguard S&p 500 Etf Etf (VOO) | 1.2 | $9.8M | +8% | 23k | 436.79 |
|
| Chevron Corp Stock (CVX) | 1.2 | $9.6M | +2% | 65k | 149.16 |
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| Amgen Stock (AMGN) | 1.2 | $9.2M | -3% | 32k | 288.02 |
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| Chubb Stock (CB) | 1.1 | $9.1M | 40k | 226.00 |
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| Unitedhealth Group Stock (UNH) | 1.0 | $8.4M | 16k | 526.48 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.0 | $8.3M | 60k | 139.69 |
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| Cisco Sys Stock (CSCO) | 1.0 | $8.1M | 161k | 50.52 |
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| Northrop Grumman Corp Stock (NOC) | 1.0 | $8.1M | 17k | 468.13 |
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| Nvidia Corporation Stock (NVDA) | 1.0 | $8.1M | 16k | 495.22 |
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| Johnson & Johnson Stock (JNJ) | 0.9 | $7.4M | 47k | 156.74 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.9 | $7.2M | +11% | 9.5k | 756.89 |
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| Applied Matls Stock (AMAT) | 0.9 | $7.0M | -11% | 43k | 162.07 |
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| Skyworks Solutions Stock (SWKS) | 0.9 | $7.0M | -3% | 62k | 112.42 |
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| Servicenow Stock (NOW) | 0.9 | $6.9M | 9.7k | 706.45 |
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| Salesforce Stock (CRM) | 0.8 | $6.7M | -10% | 25k | 263.14 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.8 | $6.6M | +77% | 122k | 53.82 |
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| Best Buy Stock (BBY) | 0.8 | $6.3M | -5% | 81k | 78.28 |
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| Honeywell Intl Stock (HON) | 0.8 | $6.1M | +2% | 29k | 209.71 |
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| Procter And Gamble Stock (PG) | 0.7 | $5.9M | -3% | 40k | 146.54 |
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| Adobe Stock (ADBE) | 0.7 | $5.4M | -7% | 9.1k | 596.57 |
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| Marathon Pete Corp Stock (MPC) | 0.7 | $5.4M | -2% | 36k | 148.36 |
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| Intuit Stock (INTU) | 0.7 | $5.4M | -6% | 8.6k | 625.04 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.7 | $5.2M | +17% | 50k | 104.00 |
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| Autodesk Stock (ADSK) | 0.7 | $5.2M | +5% | 21k | 243.47 |
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| Thermo Fisher Scientific Stock (TMO) | 0.6 | $5.0M | -2% | 9.4k | 530.81 |
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| Target Corp Stock (TGT) | 0.6 | $4.9M | -2% | 35k | 142.42 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.6 | $4.8M | -18% | 19k | 255.32 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $4.7M | 11k | 426.52 |
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| Mercadolibre Stock (MELI) | 0.6 | $4.7M | -6% | 3.0k | 1571.38 |
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| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.5 | $4.4M | 158k | 27.69 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $4.2M | 10k | 409.50 |
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| Astrazeneca Adr (AZN) | 0.5 | $4.1M | +4% | 60k | 67.35 |
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| Bristol-myers Squibb Stock (BMY) | 0.5 | $3.9M | -5% | 77k | 51.31 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $3.9M | 28k | 140.93 |
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| Caterpillar Stock (CAT) | 0.5 | $3.9M | 13k | 295.66 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.5 | $3.9M | +8% | 50k | 78.02 |
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| Nike Inc Cl B Stock (NKE) | 0.5 | $3.7M | -2% | 34k | 108.57 |
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| Align Technology Stock (ALGN) | 0.4 | $3.5M | +34% | 13k | 273.99 |
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| Walmart Stock (WMT) | 0.4 | $3.2M | -3% | 20k | 157.65 |
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| Goldman Sachs Group Stock (GS) | 0.4 | $3.2M | 8.2k | 385.76 |
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| Monolithic Pwr Sys Stock (MPWR) | 0.4 | $3.1M | -4% | 4.9k | 630.75 |
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| Exxon Mobil Corp Stock (XOM) | 0.4 | $3.1M | 31k | 99.98 |
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| Paypal Hldgs Stock (PYPL) | 0.4 | $3.1M | +18% | 50k | 61.41 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.4 | $3.0M | +3% | 15k | 197.37 |
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| Csx Corp Stock (CSX) | 0.4 | $2.9M | 84k | 34.67 |
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| Advanced Micro Devices Stock (AMD) | 0.4 | $2.9M | +23% | 20k | 147.41 |
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| Illinois Tool Wks Stock (ITW) | 0.4 | $2.9M | 11k | 261.95 |
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| Verizon Communications Stock (VZ) | 0.4 | $2.8M | -76% | 76k | 37.70 |
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| Abbvie Stock (ABBV) | 0.4 | $2.8M | 18k | 154.97 |
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| Prologis Reit (PLD) | 0.4 | $2.8M | 21k | 133.30 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.3 | $2.7M | 27k | 99.25 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $2.6M | 7.3k | 356.66 |
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| Digital Rlty Tr Reit (DLR) | 0.3 | $2.6M | -3% | 19k | 134.58 |
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| Snowflake Inc Cl A Stock (SNOW) | 0.3 | $2.6M | 13k | 199.00 |
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| Nasdaq Stock (NDAQ) | 0.3 | $2.5M | +815% | 43k | 58.14 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.3 | $2.5M | -22% | 49k | 50.23 |
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| Enterprise Prods Partners Stock (EPD) | 0.3 | $2.4M | +5% | 93k | 26.35 |
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| Illumina Stock (ILMN) | 0.3 | $2.4M | -24% | 17k | 139.24 |
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| Realty Income Corp Reit (O) | 0.3 | $2.4M | -2% | 42k | 57.42 |
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| Tractor Supply Stock (TSCO) | 0.3 | $2.3M | +5% | 11k | 215.03 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $2.2M | 4.00 | 542625.00 |
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| Msci Stock (MSCI) | 0.3 | $2.2M | NEW | 3.8k | 565.65 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.3 | $2.1M | 29k | 72.54 |
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| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.3 | $2.1M | +7% | 41k | 51.04 |
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| Crown Castle Reit (CCI) | 0.3 | $2.0M | +332% | 18k | 115.19 |
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| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $2.0M | NEW | 231k | 8.78 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $2.0M | 20k | 97.04 |
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| At&t Stock (T) | 0.2 | $1.9M | -3% | 115k | 16.78 |
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| Meta Platforms Inc Cl A Stock (META) | 0.2 | $1.8M | -3% | 5.2k | 353.93 |
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| Allstate Corp Stock (ALL) | 0.2 | $1.8M | 13k | 139.98 |
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| Yum Brands Stock (YUM) | 0.2 | $1.8M | 14k | 130.66 |
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| Ss&c Technologies Hldgs Stock (SSNC) | 0.2 | $1.8M | -11% | 30k | 61.11 |
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| Blackrock Utils Infrastructure Cef (BUI) | 0.2 | $1.8M | 81k | 21.82 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $1.7M | 2.9k | 582.85 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $1.6M | -2% | 3.3k | 483.94 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.6M | +41% | 3.4k | 475.31 |
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.2 | $1.5M | +11% | 6.9k | 216.94 |
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| Williams Cos Stock (WMB) | 0.2 | $1.5M | 42k | 34.83 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.2 | $1.4M | 14k | 105.23 |
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| Hubbell Stock (HUBB) | 0.2 | $1.4M | -4% | 4.2k | 328.90 |
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| Fortinet Stock (FTNT) | 0.2 | $1.4M | +183% | 23k | 58.53 |
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| Endava Plc Ads Adr (DAVA) | 0.2 | $1.3M | -6% | 17k | 77.85 |
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| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $1.3M | +12% | 35k | 36.72 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.2 | $1.3M | +83% | 17k | 76.38 |
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| Blackrock Ltd Duration Income Cef (BLW) | 0.2 | $1.2M | 89k | 13.98 |
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| Progyny Stock (PGNY) | 0.2 | $1.2M | 33k | 37.18 |
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| Cohen & Steers Reit & Pfd & In Cef (RNP) | 0.2 | $1.2M | 60k | 20.16 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $1.2M | 5.2k | 232.97 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $1.2M | +2% | 4.0k | 296.50 |
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| Five Below Stock (FIVE) | 0.1 | $1.2M | -3% | 5.5k | 213.16 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $1.2M | -7% | 8.0k | 147.14 |
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| Hamilton Lane Inc Cl A Stock (HLNE) | 0.1 | $1.2M | -4% | 10k | 113.44 |
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| Union Pac Corp Stock (UNP) | 0.1 | $1.1M | -4% | 4.6k | 245.63 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $1.1M | +2% | 12k | 95.08 |
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| Essex Ppty Tr Reit (ESS) | 0.1 | $1.1M | -2% | 4.4k | 247.92 |
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| Qualys Stock (QLYS) | 0.1 | $1.1M | -6% | 5.4k | 196.28 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.1M | -4% | 4.4k | 237.21 |
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| Blackline Stock (BL) | 0.1 | $1.0M | 17k | 62.44 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $1.0M | 5.8k | 179.09 |
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| Fedex Corp Stock (FDX) | 0.1 | $1.0M | 4.0k | 252.97 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $1.0M | 13k | 77.02 |
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| Blackrock Res & Commodities St Cef (BCX) | 0.1 | $997k | -3% | 112k | 8.88 |
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| Ati Stock (ATI) | 0.1 | $979k | 22k | 45.47 |
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| Goosehead Ins Inc Com Cl A Stock (GSHD) | 0.1 | $970k | -5% | 13k | 75.80 |
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| Insulet Corp Stock (PODD) | 0.1 | $968k | 4.5k | 216.98 |
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $966k | -2% | 9.4k | 103.05 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $962k | -6% | 8.0k | 119.92 |
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| Morgan Stanley Stock (MS) | 0.1 | $959k | -2% | 10k | 93.25 |
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| Pfizer Stock (PFE) | 0.1 | $948k | 33k | 28.79 |
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| Ellsworth Growth & Income Fd L Cef (ECF) | 0.1 | $923k | 114k | 8.08 |
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| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $922k | +4% | 5.0k | 183.55 |
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| Ppg Inds Stock (PPG) | 0.1 | $918k | -2% | 6.1k | 149.56 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.1 | $902k | -3% | 16k | 54.98 |
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| Mckesson Corp Stock (MCK) | 0.1 | $897k | 1.9k | 463.03 |
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| Xcel Energy Stock (XEL) | 0.1 | $892k | -15% | 14k | 61.91 |
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| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $878k | 6.4k | 136.57 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $872k | 2.6k | 337.36 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $867k | +5% | 63k | 13.80 |
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| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $855k | 37k | 23.04 |
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| Boeing Stock (BA) | 0.1 | $828k | -6% | 3.2k | 260.66 |
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| Invesco Nasdaq Internet Etf Etf (PNQI) | 0.1 | $810k | 23k | 36.07 |
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| Conocophillips Stock (COP) | 0.1 | $805k | 6.9k | 116.08 |
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| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.1 | $803k | -8% | 4.8k | 168.54 |
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| Warby Parker Inc Cl A Stock (WRBY) | 0.1 | $787k | -3% | 56k | 14.10 |
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| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $772k | -60% | 7.3k | 105.42 |
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| Crane Company Stock (CR) | 0.1 | $766k | -4% | 6.5k | 118.14 |
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| Huntsman Corp Stock (HUN) | 0.1 | $764k | 30k | 25.13 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $738k | +4% | 6.6k | 111.64 |
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| Principal Spectrum Preferred Secs Active Etf Etf (PREF) | 0.1 | $733k | 42k | 17.51 |
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| Pioneer Nat Res Stock (PXD) | 0.1 | $728k | -10% | 3.2k | 224.85 |
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| Apollo Tactical Income Cef (AIF) | 0.1 | $714k | 51k | 13.96 |
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| Aspen Technology Stock (AZPN) | 0.1 | $713k | -2% | 3.2k | 220.15 |
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| Diamondback Energy Stock (FANG) | 0.1 | $706k | -2% | 4.6k | 155.09 |
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| Bank America Corp Stock (BAC) | 0.1 | $695k | 21k | 33.67 |
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| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.1 | $694k | 8.4k | 82.90 |
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| Simpson Mfg Stock (SSD) | 0.1 | $690k | -2% | 3.5k | 198.00 |
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| Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) | 0.1 | $687k | 61k | 11.32 |
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| Southern Stock (SO) | 0.1 | $677k | -10% | 9.6k | 70.12 |
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| Leidos Holdings Stock (LDOS) | 0.1 | $673k | -3% | 6.2k | 108.24 |
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| Rtx Corporation Stock (RTX) | 0.1 | $667k | +29% | 7.9k | 84.14 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $663k | 2.3k | 291.08 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $640k | 2.8k | 229.66 |
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| Doximity Inc Cl A Stock (DOCS) | 0.1 | $636k | 23k | 28.04 |
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| Intel Corp Stock (INTC) | 0.1 | $635k | -5% | 13k | 50.25 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $626k | -2% | 1.3k | 477.12 |
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| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $625k | 12k | 51.28 |
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| Williams Sonoma Stock (WSM) | 0.1 | $624k | -4% | 3.1k | 201.78 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $620k | 706.00 | 878.29 |
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| Advent Conv & Income Cef (AVK) | 0.1 | $615k | -2% | 54k | 11.38 |
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| Tjx Cos Stock (TJX) | 0.1 | $611k | 6.5k | 93.81 |
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| Deere & Co Stock (DE) | 0.1 | $610k | -9% | 1.5k | 399.85 |
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| Philip Morris Intl Stock (PM) | 0.1 | $600k | 6.4k | 94.08 |
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| Merck & Co Stock (MRK) | 0.1 | $598k | -18% | 5.5k | 109.02 |
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| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.1 | $597k | -2% | 6.0k | 99.29 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $588k | +9% | 2.1k | 277.11 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $584k | 1.2k | 477.51 |
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| International Business Machs Stock (IBM) | 0.1 | $572k | -4% | 3.5k | 163.55 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $571k | 1.9k | 303.11 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $567k | -9% | 5.5k | 104.10 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $565k | 5.5k | 103.45 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $564k | 7.3k | 77.73 |
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| Littelfuse Stock (LFUS) | 0.1 | $561k | 2.1k | 267.57 |
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| Analog Devices Stock (ADI) | 0.1 | $557k | +62% | 2.8k | 198.57 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $552k | -2% | 11k | 49.83 |
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| Danaher Corporation Stock (DHR) | 0.1 | $545k | 2.4k | 231.36 |
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| Arista Networks Stock (ANET) | 0.1 | $544k | -2% | 2.3k | 235.54 |
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| General Dynamics Corp Stock (GD) | 0.1 | $542k | 2.1k | 259.62 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $537k | -7% | 5.6k | 96.01 |
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| The Cigna Group Stock (CI) | 0.1 | $535k | +6% | 1.8k | 299.48 |
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| Lithia Mtrs Stock (LAD) | 0.1 | $530k | +2% | 1.6k | 329.38 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $527k | 1.3k | 406.89 |
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| Aflac Stock (AFL) | 0.1 | $526k | -9% | 6.4k | 82.50 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $517k | +10% | 6.5k | 78.96 |
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| Fox Factory Hldg Corp Stock (FOXF) | 0.1 | $511k | -7% | 7.6k | 67.48 |
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| Netflix Stock (NFLX) | 0.1 | $478k | 982.00 | 486.88 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $478k | -2% | 6.6k | 72.43 |
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| Booking Holdings Stock (BKNG) | 0.1 | $475k | 134.00 | 3547.22 |
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| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.1 | $475k | -4% | 5.6k | 84.32 |
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| Emerson Elec Stock (EMR) | 0.1 | $469k | 4.8k | 97.34 |
|
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| Eagle Matls Stock (EXP) | 0.1 | $462k | 2.3k | 202.81 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $459k | -22% | 2.9k | 157.82 |
|
| Grainger W W Stock (GWW) | 0.1 | $446k | -4% | 538.00 | 829.38 |
|
| Coca Cola Stock (KO) | 0.1 | $439k | -5% | 7.5k | 58.93 |
|
| Ishares Core U.s. Reit Etf Etf (USRT) | 0.1 | $437k | +20% | 8.1k | 54.29 |
|
| Discover Finl Svcs Stock (DFS) | 0.1 | $427k | 3.8k | 112.40 |
|
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.1 | $426k | 1.7k | 252.21 |
|
|
| Reliance Steel & Aluminum Stock (RS) | 0.1 | $421k | -4% | 1.5k | 279.64 |
|
| Globant S A Stock (GLOB) | 0.1 | $414k | -3% | 1.7k | 237.98 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $408k | -7% | 3.8k | 108.24 |
|
| Corcept Therapeutics Stock (CORT) | 0.1 | $403k | 12k | 32.48 |
|
|
| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.1 | $398k | -46% | 8.4k | 47.56 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $397k | +6% | 1.6k | 253.69 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $396k | +2% | 2.4k | 165.27 |
|
| Enbridge Stock (ENB) | 0.0 | $395k | 11k | 36.02 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $392k | -35% | 4.3k | 90.30 |
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $392k | 1.3k | 304.54 |
|
|
| General Electric Stock (GE) | 0.0 | $383k | 3.0k | 127.63 |
|
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $379k | -14% | 657.00 | 576.26 |
|
| Nexstar Media Group Stock (NXST) | 0.0 | $374k | -6% | 2.4k | 156.78 |
|
| Carlisle Cos Stock (CSL) | 0.0 | $369k | -7% | 1.2k | 312.43 |
|
| Bayfirst Financial Corp Stock | 0.0 | $364k | 28k | 13.04 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $364k | 1.5k | 236.36 |
|
|
| Kla Corp Stock (KLAC) | 0.0 | $363k | 624.00 | 581.55 |
|
|
| Tesla Stock (TSLA) | 0.0 | $345k | +4% | 1.4k | 248.48 |
|
| Pgt Innovations Stock | 0.0 | $337k | -19% | 8.3k | 40.70 |
|
| Altria Group Stock (MO) | 0.0 | $336k | -2% | 8.3k | 40.34 |
|
| American Express Stock (AXP) | 0.0 | $336k | 1.8k | 187.34 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $333k | 2.0k | 170.44 |
|
|
| Citigroup Stock (C) | 0.0 | $330k | -2% | 6.4k | 51.44 |
|
| Relx Adr (RELX) | 0.0 | $328k | -2% | 8.3k | 39.66 |
|
| Sony Group Corp Adr (SONY) | 0.0 | $325k | 3.4k | 94.68 |
|
|
| Stryker Corporation Stock (SYK) | 0.0 | $322k | +3% | 1.1k | 299.42 |
|
| Pool Corp Stock (POOL) | 0.0 | $317k | 794.00 | 398.61 |
|
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $315k | 11k | 29.31 |
|
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $313k | -4% | 4.3k | 72.22 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $313k | -7% | 998.00 | 313.09 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $309k | +3% | 2.0k | 155.33 |
|
| Oneok Stock (OKE) | 0.0 | $308k | +3% | 4.4k | 70.22 |
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $308k | +16% | 3.8k | 81.27 |
|
| Linde Stock (LIN) | 0.0 | $306k | -2% | 744.00 | 410.64 |
|
| Oracle Corp Stock (ORCL) | 0.0 | $303k | -8% | 2.9k | 105.44 |
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $296k | 7.0k | 42.43 |
|
|
| Amn Healthcare Svcs Stock (AMN) | 0.0 | $296k | +3% | 3.9k | 74.88 |
|
| Dominion Energy Stock (D) | 0.0 | $293k | +2% | 6.2k | 47.00 |
|
| New York Cmnty Bancorp Stock (NYCB) | 0.0 | $291k | 29k | 10.23 |
|
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $290k | NEW | 2.2k | 129.49 |
|
| Southstate Corporation Stock (SSB) | 0.0 | $286k | NEW | 3.4k | 84.45 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $286k | 3.5k | 81.22 |
|
|
| Mcgrath Rentcorp Stock (MGRC) | 0.0 | $284k | -9% | 2.4k | 119.60 |
|
| Sap Se Adr (SAP) | 0.0 | $283k | 1.8k | 154.60 |
|
|
| Aci Worldwide Stock (ACIW) | 0.0 | $281k | -5% | 9.2k | 30.60 |
|
| Hercules Capital Cef (HTGC) | 0.0 | $279k | 17k | 16.67 |
|
|
| Paychex Stock (PAYX) | 0.0 | $277k | +2% | 2.3k | 119.13 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $275k | +2% | 3.6k | 76.94 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $274k | 1.4k | 189.45 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $272k | 1.1k | 240.82 |
|
|
| Rockwell Automation Stock (ROK) | 0.0 | $269k | 867.00 | 310.44 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $268k | 4.4k | 61.15 |
|
|
| Watsco Stock (WSO) | 0.0 | $268k | 626.00 | 428.39 |
|
|
| Moodys Corp Stock (MCO) | 0.0 | $268k | 686.00 | 390.56 |
|
|
| Elevance Health Stock (ELV) | 0.0 | $266k | 565.00 | 471.56 |
|
|
| Ufp Industries Stock (UFPI) | 0.0 | $266k | NEW | 2.1k | 125.55 |
|
| Progressive Corp Stock (PGR) | 0.0 | $265k | 1.7k | 159.28 |
|
|
| Integer Hldgs Corp Stock (ITGR) | 0.0 | $264k | NEW | 2.7k | 99.08 |
|
| Sysco Corp Stock (SYY) | 0.0 | $262k | NEW | 3.6k | 73.14 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $259k | 834.00 | 310.81 |
|
|
| Hexcel Corp Stock (HXL) | 0.0 | $257k | 3.5k | 73.75 |
|
|
| Sanofi Adr (SNY) | 0.0 | $254k | 5.1k | 49.73 |
|
|
| Onto Innovation Stock (ONTO) | 0.0 | $252k | -17% | 1.6k | 152.90 |
|
| Unilever Adr (UL) | 0.0 | $246k | -3% | 5.1k | 48.48 |
|
| General Mls Stock (GIS) | 0.0 | $244k | -4% | 3.7k | 65.15 |
|
| Eos Energy Enterprises Inc Com Cl A Stock (EOSE) | 0.0 | $244k | 223k | 1.09 |
|
|
| Ingredion Stock (INGR) | 0.0 | $242k | -8% | 2.2k | 108.53 |
|
| Epam Sys Stock (EPAM) | 0.0 | $242k | 813.00 | 297.34 |
|
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $240k | -9% | 2.5k | 95.20 |
|
| Hdfc Bank Adr (HDB) | 0.0 | $239k | 3.6k | 67.12 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $238k | -4% | 3.1k | 76.25 |
|
| Alight Inc Com Cl A Stock (ALIT) | 0.0 | $236k | +10% | 28k | 8.53 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $236k | -8% | 4.1k | 57.10 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $235k | +2% | 5.8k | 40.21 |
|
| Columbia Bkg Sys Stock (COLB) | 0.0 | $233k | NEW | 8.7k | 26.68 |
|
| Crane Nxt Stock (CXT) | 0.0 | $233k | -2% | 4.1k | 56.87 |
|
| BP Adr (BP) | 0.0 | $231k | 6.5k | 35.40 |
|
|
| Unum Group Stock (UNM) | 0.0 | $231k | 5.1k | 45.22 |
|
|
| Copart Stock (CPRT) | 0.0 | $231k | 4.7k | 49.00 |
|
|
| Bassett Furniture Inds Stock (BSET) | 0.0 | $229k | -19% | 14k | 16.60 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $229k | NEW | 2.3k | 99.13 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $228k | -4% | 1.8k | 128.45 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $225k | 924.00 | 243.75 |
|
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $225k | -2% | 1.4k | 157.18 |
|
| Crescent Pt Energy Corp Stock (CPG) | 0.0 | $224k | +9% | 32k | 6.93 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $221k | NEW | 951.00 | 232.53 |
|
| 3M Stock (MMM) | 0.0 | $219k | -22% | 2.0k | 109.31 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $217k | NEW | 798.00 | 272.37 |
|
| Westlake Corporation Stock (WLK) | 0.0 | $217k | NEW | 1.6k | 139.96 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $217k | NEW | 1.4k | 154.87 |
|
| Gartner Stock (IT) | 0.0 | $215k | NEW | 476.00 | 451.11 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $214k | NEW | 1.0k | 210.62 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $213k | NEW | 1.4k | 149.50 |
|
| British Amern Tob Adr (BTI) | 0.0 | $213k | 7.3k | 29.29 |
|
|
| First Intst Bancsystem Stock (FIBK) | 0.0 | $208k | NEW | 6.8k | 30.75 |
|
| M/i Homes Stock (MHO) | 0.0 | $208k | NEW | 1.5k | 137.74 |
|
| Pulte Group Stock (PHM) | 0.0 | $205k | -28% | 2.0k | 103.22 |
|
| Ecolab Stock (ECL) | 0.0 | $205k | -41% | 1.0k | 198.30 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $205k | NEW | 3.6k | 57.61 |
|
| Nordson Corp Stock (NDSN) | 0.0 | $204k | NEW | 772.00 | 264.21 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $201k | -3% | 1.9k | 107.66 |
|
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $201k | NEW | 1.0k | 192.39 |
|
| Idexx Labs Stock (IDXX) | 0.0 | $201k | NEW | 362.00 | 555.05 |
|
Past Filings by FourThought Financial Partners
SEC 13F filings are viewable for FourThought Financial Partners going back to 2022
- 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