FourThought Financial Partners
Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AVGO, NVDA, CVX, VOO, and represent 16.13% of FourThought Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$16M), SUB (+$6.1M), MSFT (+$5.7M), DFAI, AMT, VOO, NOW, MSCI, PG, AMZN.
- Started 55 new stock positions in Z, SNAP, SSRM, CIEN, SABR, AJG, CE, ALKS, WSFS, HOMB.
- Reduced shares in these 10 stocks: AstraZeneca (-$14M), TXN (-$8.0M), DGRO (-$7.7M), NXPI, SCHD, PYPL, BABA, KLAC, VONG, AAPL.
- Sold out of its positions in ACVA, AMCX, AMN, ATEN, ACHC, ACEL, AHCO, BABA, ALKT, COR.
- FourThought Financial Partners was a net seller of stock by $-17M.
- FourThought Financial Partners has $1.2B in assets under management (AUM), dropping by -2.13%.
- Central Index Key (CIK): 0001956790
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Portfolio Holdings for FourThought Financial Partners
FourThought Financial Partners holds 384 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Stock (MSFT) | 4.2 | $49M | +13% | 132k | 370.17 |
|
| Broadcom Stock (AVGO) | 4.0 | $47M | 150k | 309.51 |
|
|
| Nvidia Corporation Stock (NVDA) | 3.0 | $35M | +2% | 199k | 174.40 |
|
| Chevron Corporation Stock (CVX) | 2.5 | $29M | 141k | 206.90 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 2.4 | $28M | +13% | 46k | 597.54 |
|
| Apple Stock (AAPL) | 2.2 | $26M | -5% | 103k | 253.79 |
|
| American Tower Corp Reit (AMT) | 2.2 | $25M | +19% | 145k | 172.58 |
|
| Nextera Energy Stock (NEE) | 2.0 | $23M | +7% | 251k | 92.88 |
|
| Kla Corp Stock (KLAC) | 2.0 | $23M | -7% | 16k | 1472.42 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.8 | $21M | 73k | 294.16 |
|
|
| Amazon Stock (AMZN) | 1.8 | $21M | +9% | 101k | 208.27 |
|
| Pepsico Stock (PEP) | 1.8 | $21M | +2% | 132k | 155.29 |
|
| Visa Inc Com Cl A Stock (V) | 1.7 | $20M | +7% | 66k | 302.24 |
|
| Asml Hldg Nv N Y Registry Adr (ASML) | 1.7 | $20M | -2% | 15k | 1320.87 |
|
| Lockheed Martin Corp Stock (LMT) | 1.6 | $18M | -3% | 30k | 604.39 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.5 | $18M | 62k | 287.56 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 1.5 | $18M | +10% | 612k | 28.71 |
|
| Medtronic Stock (MDT) | 1.4 | $17M | +6% | 193k | 86.65 |
|
| Northrop Grumman Corp Stock (NOC) | 1.4 | $16M | -2% | 24k | 682.23 |
|
| Chubb Ltd Switz Stock (CB) | 1.4 | $16M | +8% | 49k | 325.93 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.4 | $16M | -32% | 225k | 70.18 |
|
| Astrazeneca Plc Ord Adr (AZN) | 1.4 | $16M | NEW | 80k | 197.22 |
|
| Lowes Cos Stock (LOW) | 1.3 | $15M | 64k | 236.28 |
|
|
| Costco Wholesale Corporation Stock (COST) | 1.3 | $15M | +7% | 15k | 996.42 |
|
| Taiwan Semiconductor Manufact Adr (TSM) | 1.3 | $15M | 44k | 337.95 |
|
|
| Applied Matls Stock (AMAT) | 1.2 | $14M | -2% | 41k | 341.79 |
|
| Abbott Laboratories Stock (ABT) | 1.1 | $13M | +3% | 129k | 102.67 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.1 | $13M | 140k | 93.74 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 1.1 | $13M | -10% | 118k | 109.69 |
|
| Air Products And Chemicals Stock (APD) | 1.1 | $12M | +11% | 42k | 290.49 |
|
| Cme Group Stock (CME) | 1.1 | $12M | +2% | 41k | 295.35 |
|
| Nasdaq Stock (NDAQ) | 1.0 | $12M | +6% | 142k | 84.89 |
|
| Amgen Stock (AMGN) | 1.0 | $11M | 32k | 351.85 |
|
|
| Blackrock Stock (BLK) | 0.9 | $11M | 11k | 961.70 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.8 | $9.8M | +12% | 17k | 572.13 |
|
| Procter & Gamble Stock (PG) | 0.8 | $9.4M | +24% | 65k | 144.44 |
|
| Caterpillar Stock (CAT) | 0.8 | $9.1M | -2% | 13k | 708.44 |
|
| Honeywell Intl Stock (HON) | 0.8 | $8.8M | +6% | 39k | 226.03 |
|
| Vanguard Russell 1000 Etf Etf (VONE) | 0.7 | $8.7M | +2% | 29k | 295.12 |
|
| Msci Stock (MSCI) | 0.7 | $8.2M | +30% | 15k | 539.01 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.7 | $7.9M | +4% | 38k | 208.09 |
|
| Qualcomm Stock (QCOM) | 0.7 | $7.5M | +10% | 59k | 128.78 |
|
| Walmart Stock (WMT) | 0.6 | $7.4M | 59k | 124.28 |
|
|
| Prologis Reit (PLD) | 0.6 | $7.2M | 55k | 132.18 |
|
|
| Enterprise Prods Partners Stock (EPD) | 0.6 | $6.8M | 180k | 37.84 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.6 | $6.8M | -3% | 24k | 286.86 |
|
| The Cigna Group Stock (CI) | 0.6 | $6.5M | +19% | 25k | 266.75 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $6.5M | +9% | 13k | 499.67 |
|
| Goldman Sachs Group Stock (GS) | 0.6 | $6.4M | -2% | 7.5k | 845.98 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $6.3M | 11k | 577.16 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.5 | $6.3M | -8% | 26k | 244.18 |
|
| Lam Research Corp Stock (LRCX) | 0.5 | $6.3M | -3% | 29k | 213.66 |
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $6.1M | -3% | 36k | 169.66 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.5 | $6.1M | NEW | 58k | 106.50 |
|
| Digital Rlty Tr Reit (DLR) | 0.5 | $5.9M | +4% | 33k | 180.21 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.5 | $5.9M | -4% | 59k | 99.27 |
|
| Servicenow Stock (NOW) | 0.5 | $5.8M | +54% | 55k | 104.55 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.5 | $5.6M | -38% | 182k | 30.68 |
|
| Mercadolibre Stock (MELI) | 0.5 | $5.6M | +7% | 3.2k | 1729.13 |
|
| Dimensional International Core Equity Market Etf Etf (DFAI) | 0.5 | $5.5M | +486% | 141k | 38.96 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $5.4M | -5% | 11k | 479.20 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.5 | $5.4M | +8% | 95k | 57.07 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.5 | $5.3M | +4% | 11k | 491.52 |
|
| Cisco Sys Stock (CSCO) | 0.4 | $5.2M | -18% | 67k | 77.59 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $5.1M | +2% | 5.6k | 919.77 |
|
| Salesforce Stock (CRM) | 0.4 | $5.1M | +26% | 27k | 186.67 |
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.4 | $5.0M | +7% | 73k | 68.47 |
|
| Slide Ins Hldgs Stock (SLDE) | 0.4 | $5.0M | -8% | 276k | 18.00 |
|
| Crown Castle Reit (CCI) | 0.4 | $4.9M | +11% | 61k | 81.31 |
|
| Duke Energy Corp Stock (DUK) | 0.4 | $4.5M | +3% | 35k | 130.94 |
|
| Csx Corp Stock (CSX) | 0.4 | $4.5M | +4% | 110k | 41.05 |
|
| Intuit Stock (INTU) | 0.4 | $4.4M | +16% | 10k | 432.37 |
|
| Fortinet Stock (FTNT) | 0.4 | $4.3M | +38% | 53k | 81.72 |
|
| Verizon Communications Stock (VZ) | 0.4 | $4.3M | 85k | 50.20 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.4 | $4.2M | 75k | 56.68 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.4 | $4.1M | -17% | 21k | 198.29 |
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.3 | $4.0M | +23% | 23k | 175.66 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.3 | $4.0M | +68% | 5.7k | 697.71 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.3 | $3.8M | +2% | 5.8k | 650.30 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.3 | $3.7M | +21% | 35k | 106.15 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $3.7M | -2% | 15k | 244.43 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $3.7M | +12% | 73k | 49.89 |
|
| Williams Cos Stock (WMB) | 0.3 | $3.6M | -3% | 50k | 72.78 |
|
| Abbvie Stock (ABBV) | 0.3 | $3.6M | -3% | 17k | 217.50 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.3 | $3.6M | +52% | 30k | 118.21 |
|
| Tractor Supply Stock (TSCO) | 0.3 | $3.4M | +12% | 76k | 45.30 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $3.4M | +56% | 93k | 36.75 |
|
| Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) | 0.3 | $3.4M | +64% | 154k | 21.89 |
|
| Texas Instrs Stock (TXN) | 0.3 | $3.1M | -71% | 16k | 194.14 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.3 | $3.1M | +11% | 13k | 237.62 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.3 | $3.1M | +12% | 25k | 124.31 |
|
| Adobe Stock (ADBE) | 0.3 | $3.1M | +21% | 13k | 243.08 |
|
| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $3.0M | -3% | 212k | 14.28 |
|
| Smith A O Corp Stock (AOS) | 0.3 | $3.0M | +30% | 45k | 65.94 |
|
| Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) | 0.2 | $2.9M | +38% | 123k | 23.26 |
|
| Chesapeake Utils Corp Stock (CPK) | 0.2 | $2.6M | 21k | 126.37 |
|
|
| Home Depot Stock (HD) | 0.2 | $2.6M | -21% | 7.8k | 328.88 |
|
| Ares Capital Corp Cef (ARCC) | 0.2 | $2.5M | +8% | 139k | 18.02 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $2.4M | +5% | 12k | 203.42 |
|
| Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) | 0.2 | $2.3M | 106k | 22.02 |
|
|
| Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.2 | $2.3M | +226% | 32k | 71.13 |
|
| Yum Brands Stock (YUM) | 0.2 | $2.2M | 14k | 155.48 |
|
|
| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.2 | $2.2M | +32% | 89k | 24.80 |
|
| Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 0.2 | $2.0M | +47% | 80k | 25.33 |
|
| Ati Stock (ATI) | 0.2 | $1.9M | -4% | 13k | 145.46 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $1.9M | 98k | 19.30 |
|
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $1.9M | 7.2k | 260.28 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.2 | $1.8M | -9% | 4.5k | 390.41 |
|
| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 0.2 | $1.8M | +50% | 73k | 24.24 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.1 | $1.6M | 1.4k | 1093.47 |
|
|
| Mckesson Corp Stock (MCK) | 0.1 | $1.6M | 1.8k | 865.27 |
|
|
| Phillips 66 Stock (PSX) | 0.1 | $1.5M | -13% | 8.5k | 182.17 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.5M | 4.8k | 320.84 |
|
|
| Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) | 0.1 | $1.5M | +85% | 70k | 20.93 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
|
| Vanguard S&p Small-cap 600 Etf Etf (VIOO) | 0.1 | $1.4M | +9% | 12k | 114.83 |
|
| Fedex Corp Stock (FDX) | 0.1 | $1.4M | 4.0k | 356.18 |
|
|
| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $1.4M | 8.4k | 167.22 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.1 | $1.4M | 9.8k | 142.43 |
|
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| Morgan Stanley Stock (MS) | 0.1 | $1.4M | 8.5k | 164.56 |
|
|
| Principal Spectrum Preferred Secs Active Etf Etf (PREF) | 0.1 | $1.3M | +3% | 70k | 18.82 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $1.3M | 6.8k | 192.91 |
|
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $1.2M | 6.5k | 191.82 |
|
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.1 | $1.2M | -7% | 23k | 50.61 |
|
| Tjx Cos Stock (TJX) | 0.1 | $1.1M | +3% | 7.2k | 159.71 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $1.1M | -15% | 7.6k | 146.28 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $1.1M | 5.4k | 203.20 |
|
|
| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $1.1M | 4.8k | 229.04 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $1.1M | +3% | 6.6k | 165.33 |
|
| Synopsys Stock (SNPS) | 0.1 | $1.0M | +24% | 2.6k | 396.40 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.1 | $1.0M | -2% | 4.5k | 229.81 |
|
| Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 0.1 | $1.0M | -3% | 41k | 24.24 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $996k | NEW | 9.0k | 110.36 |
|
| Eos Energy Enterprises Inc Com Cl A Stock (EOSE) | 0.1 | $985k | +10% | 199k | 4.96 |
|
| Invesco Nasdaq Internet Etf Etf (PNQI) | 0.1 | $985k | -2% | 22k | 44.73 |
|
| Ferrari N V Stock (RACE) | 0.1 | $974k | NEW | 2.9k | 338.45 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $968k | 2.3k | 426.42 |
|
|
| Bank Of Amer Corp Stock (BAC) | 0.1 | $963k | -2% | 20k | 48.75 |
|
| At&t Stock (T) | 0.1 | $957k | -15% | 33k | 28.99 |
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $956k | -2% | 3.1k | 310.80 |
|
| Hubbell Stock (HUBB) | 0.1 | $956k | -3% | 1.9k | 490.74 |
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.1 | $955k | -2% | 22k | 43.66 |
|
| Netflix Stock (NFLX) | 0.1 | $945k | +5% | 9.8k | 96.15 |
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| Union Pac Corp Stock (UNP) | 0.1 | $942k | 3.9k | 242.64 |
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|
| Ge Aerospace Stock (GE) | 0.1 | $939k | +5% | 3.3k | 283.75 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $928k | 6.3k | 148.09 |
|
|
| Vanguard S&p Mid-cap 400 Etf Etf (IVOO) | 0.1 | $893k | +137% | 7.8k | 114.32 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $833k | 1.3k | 653.08 |
|
|
| Conocophillips Stock (COP) | 0.1 | $815k | -2% | 6.2k | 132.00 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $807k | -30% | 2.4k | 343.22 |
|
| Boeing Stock (BA) | 0.1 | $806k | -9% | 4.1k | 199.03 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $779k | +19% | 5.3k | 147.10 |
|
| Deere & Co Stock (DE) | 0.1 | $775k | -19% | 1.4k | 563.38 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $764k | 4.2k | 182.43 |
|
|
| Tesla Stock (TSLA) | 0.1 | $759k | -2% | 2.0k | 371.69 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $729k | +4% | 11k | 67.53 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $721k | 12k | 62.75 |
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|
| Linde Stock (LIN) | 0.1 | $716k | 1.4k | 495.82 |
|
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $706k | 7.3k | 97.23 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $704k | +4% | 3.7k | 191.94 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $698k | 1.8k | 383.40 |
|
|
| Unitedhealth Group Stock (UNH) | 0.1 | $660k | 2.4k | 270.62 |
|
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.1 | $654k | 7.9k | 82.75 |
|
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $652k | 4.2k | 155.11 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $643k | +8% | 11k | 56.79 |
|
| Wells Fargo & Co Stock (WFC) | 0.1 | $629k | -7% | 7.9k | 79.61 |
|
| Analog Devices Stock (ADI) | 0.1 | $617k | -6% | 1.9k | 318.14 |
|
| Merck & Co Stock (MRK) | 0.1 | $608k | -2% | 5.1k | 120.30 |
|
| Citigroup Stock (C) | 0.1 | $608k | -2% | 5.4k | 113.40 |
|
| International Business Machs Stock (IBM) | 0.1 | $602k | -12% | 2.5k | 242.39 |
|
| Emerson Elec Stock (EMR) | 0.1 | $594k | 4.5k | 131.03 |
|
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.1 | $591k | 1.8k | 328.58 |
|
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $590k | -54% | 7.5k | 78.41 |
|
| Motorola Solutions Stock (MSI) | 0.1 | $588k | +20% | 1.4k | 433.97 |
|
| Southern Stock (SO) | 0.1 | $588k | -7% | 6.1k | 96.53 |
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $573k | -19% | 2.1k | 275.11 |
|
| Amphenol Corp Cl A Stock (APH) | 0.0 | $548k | +33% | 4.3k | 126.35 |
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| Altria Group Stock (MO) | 0.0 | $542k | -2% | 8.2k | 65.99 |
|
| Unilever Adr (UL) | 0.0 | $541k | -17% | 9.5k | 56.97 |
|
| Ge Vernova Stock (GEV) | 0.0 | $531k | -5% | 608.00 | 873.53 |
|
| Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) | 0.0 | $531k | +20% | 21k | 25.27 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $530k | -31% | 1.2k | 430.29 |
|
| Arista Networks Stock (ANET) | 0.0 | $523k | -2% | 4.3k | 122.78 |
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| Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $499k | +6% | 8.4k | 59.19 |
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| Aflac Stock (AFL) | 0.0 | $498k | 4.5k | 109.71 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $498k | 1.5k | 327.09 |
|
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| Unum Group Stock (UNM) | 0.0 | $493k | +55% | 6.8k | 73.03 |
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| Pfizer Stock (PFE) | 0.0 | $486k | -12% | 17k | 28.08 |
|
| Marvell Technology Stock (MRVL) | 0.0 | $475k | 4.8k | 99.05 |
|
|
| Dominion Energy Stock (D) | 0.0 | $475k | -20% | 7.7k | 61.82 |
|
| Eaton Corp Stock (ETN) | 0.0 | $475k | +24% | 1.3k | 357.74 |
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| Corcept Therapeutics Stock (CORT) | 0.0 | $472k | 12k | 40.31 |
|
|
| American Elec Pwr Stock (AEP) | 0.0 | $467k | -7% | 3.6k | 131.09 |
|
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.0 | $464k | -3% | 4.5k | 102.24 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $463k | +5% | 1.4k | 328.57 |
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $462k | 1.3k | 359.02 |
|
|
| Danaher Corp Del Stock (DHR) | 0.0 | $457k | -8% | 2.4k | 189.59 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $451k | -6% | 107.00 | 4210.32 |
|
| Teradyne Stock (TER) | 0.0 | $443k | -10% | 1.5k | 296.46 |
|
| Realty Income Corp Reit (O) | 0.0 | $442k | -8% | 7.2k | 61.18 |
|
| Circle Internet Group Inc Com Cl A Stock (CRCL) | 0.0 | $440k | NEW | 4.6k | 95.41 |
|
| Sandisk Corp Stock (SNDK) | 0.0 | $440k | -61% | 693.00 | 635.34 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $438k | -11% | 1.0k | 436.79 |
|
| Sun Ctry Airls Hldgs Stock (SNCY) | 0.0 | $438k | +28% | 27k | 16.52 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $437k | -4% | 7.2k | 60.65 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $430k | 1.5k | 287.10 |
|
|
| Palo Alto Networks Stock (PANW) | 0.0 | $422k | -33% | 2.6k | 160.32 |
|
| Grail Stock (GRAL) | 0.0 | $414k | +14% | 8.0k | 51.68 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $408k | 1.9k | 215.08 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $408k | 4.2k | 97.13 |
|
|
| Clearway Energy Inc Cl A Stock (CWEN.A) | 0.0 | $402k | -3% | 10k | 39.17 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $396k | +11% | 1.4k | 279.26 |
|
| Etoro Group Ltd Shs Cl A Stock (ETOR) | 0.0 | $395k | NEW | 13k | 30.03 |
|
| Oneok Stock (OKE) | 0.0 | $389k | +3% | 4.3k | 90.38 |
|
| Bel Fuse Inc Cl B Stock (BELFB) | 0.0 | $389k | 2.0k | 197.98 |
|
|
| Reliance Stock (RS) | 0.0 | $388k | 1.3k | 303.83 |
|
|
| Axogen Stock (AXGN) | 0.0 | $387k | -29% | 12k | 33.13 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $380k | -3% | 4.7k | 80.95 |
|
| Enbridge Stock (ENB) | 0.0 | $379k | -11% | 7.0k | 54.14 |
|
| Andersons Stock (ANDE) | 0.0 | $378k | -39% | 5.3k | 71.78 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $375k | +9% | 1.2k | 313.89 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $375k | -57% | 1.2k | 322.65 |
|
| Propetro Hldg Corp Stock (PUMP) | 0.0 | $371k | -57% | 26k | 14.41 |
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $371k | 3.5k | 106.01 |
|
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $367k | -40% | 5.5k | 67.07 |
|
| Hecla Mining Company Stock (HL) | 0.0 | $360k | -68% | 19k | 18.63 |
|
| Progressive Corp Stock (PGR) | 0.0 | $360k | 1.8k | 198.24 |
|
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $360k | -91% | 1.8k | 196.91 |
|
| Invesco China Technology Etf Etf (CQQQ) | 0.0 | $359k | NEW | 7.8k | 46.02 |
|
| Ultra Clean Hldgs Stock (UCTT) | 0.0 | $359k | NEW | 5.8k | 62.18 |
|
| Skywater Technology Stock (SKYT) | 0.0 | $356k | -23% | 13k | 27.41 |
|
| Constellium Se Cl A Stock (CSTM) | 0.0 | $354k | 14k | 24.58 |
|
|
| Vicor Corp Stock (VICR) | 0.0 | $350k | -49% | 2.2k | 161.00 |
|
| Disney Walt Stock (DIS) | 0.0 | $344k | -26% | 3.6k | 96.38 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $341k | 15k | 22.33 |
|
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $341k | 7.0k | 48.78 |
|
|
| Figs Inc Cl A Stock (FIGS) | 0.0 | $340k | -29% | 23k | 14.77 |
|
| Cannae Hldgs Stock (CNNE) | 0.0 | $340k | +53% | 30k | 11.37 |
|
| Coca Cola Stock (KO) | 0.0 | $339k | -21% | 4.5k | 76.05 |
|
| Incyte Corp Stock (INCY) | 0.0 | $335k | 3.6k | 94.12 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $335k | +19% | 5.2k | 64.08 |
|
| Ftai Aviation Stock (FTAI) | 0.0 | $335k | -29% | 1.4k | 245.00 |
|
| Fabrinet Stock (FN) | 0.0 | $335k | +2% | 642.00 | 521.52 |
|
| First Majestic Silver Corp Stock (AG) | 0.0 | $333k | -72% | 16k | 21.48 |
|
| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $330k | 2.4k | 135.49 |
|
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $330k | -17% | 4.5k | 72.69 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $329k | -13% | 4.3k | 77.11 |
|
| Compania De Minas Buenaventura Adr (BVN) | 0.0 | $325k | -29% | 9.0k | 36.04 |
|
| Newmont Corp Stock (NEM) | 0.0 | $324k | +3% | 3.0k | 108.25 |
|
| Micron Technology Stock (MU) | 0.0 | $324k | +32% | 958.00 | 337.84 |
|
| Paychex Stock (PAYX) | 0.0 | $323k | +24% | 3.5k | 92.12 |
|
| La Z Boy Stock (LZB) | 0.0 | $322k | -2% | 10k | 32.14 |
|
| Rapid7 Stock (RPD) | 0.0 | $322k | NEW | 59k | 5.51 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $317k | -5% | 710.00 | 446.54 |
|
| Avient Corporation Stock (AVNT) | 0.0 | $316k | +3% | 8.7k | 36.30 |
|
| Vestis Corporation Stock (VSTS) | 0.0 | $316k | -49% | 40k | 7.86 |
|
| Samsara Inc Com Cl A Stock (IOT) | 0.0 | $313k | NEW | 9.9k | 31.69 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $313k | +23% | 3.2k | 96.47 |
|
| Angi Inc Cl A Stock (ANGI) | 0.0 | $313k | +70% | 46k | 6.85 |
|
| Vontier Corporation Stock (VNT) | 0.0 | $307k | 8.7k | 35.47 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $305k | +17% | 4.2k | 72.46 |
|
| Rpm Intl Stock (RPM) | 0.0 | $305k | +4% | 3.1k | 99.40 |
|
| Hawaiian Elec Inds Inc Mtn Be Stock (HE) | 0.0 | $303k | +2% | 20k | 14.84 |
|
| Amcor Stock (AMCR) | 0.0 | $300k | NEW | 7.5k | 39.75 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $299k | 1.5k | 196.20 |
|
|
| Applied Optoelectronics Stock (AAOI) | 0.0 | $299k | -66% | 3.5k | 84.59 |
|
| Bayfirst Financial Corp Stock | 0.0 | $294k | +14% | 46k | 6.35 |
|
| Target Corp Stock (TGT) | 0.0 | $293k | -3% | 2.4k | 121.18 |
|
| Isabella Bk Corp Stock (ISBA) | 0.0 | $292k | -13% | 6.4k | 45.67 |
|
| National Healthcare Corp Stock (NHC) | 0.0 | $291k | +3% | 1.8k | 159.70 |
|
| Ameresco Inc Cl A Stock (AMRC) | 0.0 | $290k | -34% | 11k | 25.50 |
|
| Sonoco Prods Stock (SON) | 0.0 | $289k | -30% | 5.3k | 54.09 |
|
| Moodys Corp Stock (MCO) | 0.0 | $289k | -15% | 662.00 | 436.25 |
|
| American Express Stock (AXP) | 0.0 | $287k | 950.00 | 302.55 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $286k | -8% | 996.00 | 287.12 |
|
| Ssr Mining In Stock (SSRM) | 0.0 | $284k | NEW | 9.7k | 29.40 |
|
| Welltower Reit (WELL) | 0.0 | $284k | +3% | 1.4k | 197.71 |
|
| Liberty Energy Inc Com Cl A Stock (LBRT) | 0.0 | $282k | NEW | 9.8k | 28.80 |
|
| Hexcel Corp Stock (HXL) | 0.0 | $282k | 3.5k | 80.93 |
|
|
| Infosys Adr (INFY) | 0.0 | $281k | NEW | 21k | 13.51 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $280k | NEW | 1.3k | 216.61 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $278k | NEW | 1.1k | 247.08 |
|
| Dimensional Us Core Equity Market Etf Etf (DFAU) | 0.0 | $275k | +28% | 6.1k | 45.12 |
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $274k | +3% | 1.6k | 173.49 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $274k | -11% | 7.1k | 38.42 |
|
| Trane Technologies Stock (TT) | 0.0 | $273k | -10% | 655.00 | 416.80 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $273k | +15% | 1.4k | 189.65 |
|
| Orion Group Hldgs Stock (ORN) | 0.0 | $272k | -23% | 25k | 10.90 |
|
| Bwx Technologies Stock (BWXT) | 0.0 | $272k | -18% | 1.3k | 204.49 |
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $271k | 11k | 25.11 |
|
|
| Kkr & Co Stock (KKR) | 0.0 | $268k | +12% | 2.9k | 92.51 |
|
| Select Water Solutions Inc Cl A Stock (WTTR) | 0.0 | $266k | -2% | 17k | 15.30 |
|
| Aci Worldwide Stock (ACIW) | 0.0 | $264k | +24% | 6.4k | 41.01 |
|
| Paccar Stock (PCAR) | 0.0 | $262k | -10% | 2.3k | 115.48 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $259k | NEW | 1.9k | 139.40 |
|
| Ryerson Hldg Corp Stock (RYZ) | 0.0 | $259k | NEW | 12k | 22.48 |
|
| Vermilion Energy Stock (VET) | 0.0 | $257k | 19k | 13.78 |
|
|
| Targa Res Corp Stock (TRGP) | 0.0 | $257k | NEW | 1.0k | 250.73 |
|
| Netskope Inc Cl A Stock (NTSK) | 0.0 | $255k | NEW | 30k | 8.49 |
|
| Nlight Stock (LASR) | 0.0 | $254k | NEW | 4.5k | 57.02 |
|
| Southstate Bk Corp Stock (SSB) | 0.0 | $253k | +7% | 2.7k | 92.52 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $253k | 1.1k | 239.92 |
|
|
| Celanese Corp Del Stock (CE) | 0.0 | $253k | NEW | 3.8k | 65.77 |
|
| Lumentum Hldgs Stock (LITE) | 0.0 | $253k | -38% | 360.00 | 702.76 |
|
| Sba Communications Corp Cl A Reit (SBAC) | 0.0 | $253k | -11% | 1.5k | 172.11 |
|
| Home Bancshares Stock (HOMB) | 0.0 | $251k | NEW | 9.3k | 26.93 |
|
| Formfactor Stock (FORM) | 0.0 | $249k | NEW | 2.6k | 96.99 |
|
| United Microelectronics Corp Adr (UMC) | 0.0 | $248k | -11% | 28k | 8.98 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX) | 0.0 | $248k | 9.7k | 25.48 |
|
|
| Allegiant Travel Stock (ALGT) | 0.0 | $247k | -11% | 3.0k | 81.04 |
|
| Cummins Stock (CMI) | 0.0 | $247k | -8% | 458.00 | 538.12 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $246k | -64% | 3.2k | 77.18 |
|
| Intel Corp Stock (INTC) | 0.0 | $244k | 5.5k | 44.13 |
|
|
| Rbc Bearings Stock (RBC) | 0.0 | $244k | NEW | 449.00 | 543.12 |
|
| Gates Indl Corp Plc Ord Stock (GTES) | 0.0 | $243k | +5% | 11k | 22.61 |
|
| Williams Sonoma Stock (WSM) | 0.0 | $242k | -27% | 1.3k | 182.32 |
|
| Kyndryl Hldgs Stock (KD) | 0.0 | $242k | NEW | 18k | 13.12 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $241k | -5% | 1.8k | 132.86 |
|
| Gold Stock (GOLD) | 0.0 | $241k | 6.0k | 40.08 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $241k | NEW | 2.7k | 89.59 |
|
| Sysco Corp Stock (SYY) | 0.0 | $239k | +4% | 3.4k | 71.34 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $238k | 4.5k | 52.56 |
|
|
| Travelers Companies Stock (TRV) | 0.0 | $238k | -12% | 816.00 | 291.68 |
|
| Benchmark Electrs Stock (BHE) | 0.0 | $236k | NEW | 4.2k | 56.06 |
|
| Vanguard Industrials Etf Etf (VIS) | 0.0 | $235k | 753.00 | 312.22 |
|
|
| Onto Innovation Stock (ONTO) | 0.0 | $235k | -47% | 1.1k | 205.07 |
|
| Ww Grainger Stock (GWW) | 0.0 | $235k | -6% | 215.00 | 1090.81 |
|
| Autodesk Stock (ADSK) | 0.0 | $234k | +13% | 976.00 | 239.40 |
|
| Verisk Analytics Stock (VRSK) | 0.0 | $231k | NEW | 1.2k | 189.68 |
|
| Watsco Stock (WSO) | 0.0 | $231k | +4% | 635.00 | 363.99 |
|
| Crane Company Stock (CR) | 0.0 | $229k | -10% | 1.3k | 170.99 |
|
| Rockwell Automation Stock (ROK) | 0.0 | $229k | -55% | 637.00 | 358.92 |
|
| Leidos Holdings Stock (LDOS) | 0.0 | $228k | +22% | 1.5k | 155.51 |
|
| Crh Plc Ord Stock (CRH) | 0.0 | $228k | -22% | 2.2k | 105.14 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $227k | NEW | 469.00 | 484.91 |
|
| Digi Intl Stock (DGII) | 0.0 | $227k | 4.7k | 48.20 |
|
|
| Vita Coco Stock (COCO) | 0.0 | $227k | 4.7k | 47.91 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $226k | -21% | 7.8k | 29.13 |
|
| Triple Flag Precious Metal Stock (TFPM) | 0.0 | $224k | -25% | 6.4k | 34.71 |
|
| Fermi Stock (FRMI) | 0.0 | $223k | NEW | 38k | 5.84 |
|
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $223k | NEW | 1.2k | 187.29 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $221k | NEW | 570.00 | 388.23 |
|
| Workday Inc Cl A Stock (WDAY) | 0.0 | $221k | NEW | 1.7k | 129.92 |
|
| Klarna Group Stock (KLAR) | 0.0 | $218k | NEW | 17k | 13.09 |
|
| Lionsgate Studios Corp Stock (LION) | 0.0 | $218k | -78% | 23k | 9.59 |
|
| Uber Technologies Stock (UBER) | 0.0 | $216k | +2% | 3.0k | 71.93 |
|
| Boise Cascade Co Del Stock (BCC) | 0.0 | $215k | -17% | 2.8k | 75.85 |
|
| Bullish Ord Stock (BLSH) | 0.0 | $215k | NEW | 6.0k | 35.73 |
|
| Carlisle Cos Stock (CSL) | 0.0 | $215k | -20% | 645.00 | 333.62 |
|
| Phinia Stock (PHIN) | 0.0 | $215k | NEW | 3.1k | 68.44 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $215k | 1.4k | 157.32 |
|
|
| Alkermes Stock (ALKS) | 0.0 | $215k | NEW | 6.1k | 35.36 |
|
| Hershey Stock (HSY) | 0.0 | $213k | NEW | 1.0k | 207.91 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $213k | -4% | 1.8k | 118.62 |
|
| Wsfs Finl Corp Stock (WSFS) | 0.0 | $211k | NEW | 3.2k | 65.46 |
|
| Ecolab Stock (ECL) | 0.0 | $211k | NEW | 792.00 | 266.02 |
|
| Alliant Energy Corp Stock (LNT) | 0.0 | $210k | NEW | 2.9k | 71.76 |
|
| Eldorado Gold Corp Stock (EGO) | 0.0 | $209k | 6.1k | 34.33 |
|
|
| Keycorp Stock (KEY) | 0.0 | $208k | -3% | 10k | 20.05 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $207k | -21% | 968.00 | 213.72 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.0 | $206k | NEW | 7.9k | 25.99 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $204k | NEW | 735.00 | 277.87 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $204k | -53% | 4.4k | 45.80 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $204k | NEW | 330.00 | 616.76 |
|
| Cbiz Stock (CBZ) | 0.0 | $203k | NEW | 7.6k | 26.85 |
|
| Envista Holdings Corporation Stock (NVST) | 0.0 | $201k | NEW | 7.9k | 25.37 |
|
| Ichor Holdings Stock (ICHR) | 0.0 | $201k | NEW | 4.3k | 46.61 |
|
| Zillow Group Inc Cl C Cap Stk Stock (Z) | 0.0 | $200k | NEW | 4.8k | 41.38 |
|
| Bread Financial Holdings Stock (BFH) | 0.0 | $200k | -54% | 2.7k | 74.89 |
|
| Expro Group Holdings Nv Stock | 0.0 | $200k | 12k | 17.41 |
|
|
| Infinity Nat Res Inc Com Cl A Stock (INR) | 0.0 | $189k | 11k | 17.61 |
|
|
| Varex Imaging Corp Stock (VREX) | 0.0 | $185k | 17k | 10.61 |
|
|
| Bassett Furniture Inds Stock (BSET) | 0.0 | $185k | 13k | 14.15 |
|
|
| Sabre Corp Stock (SABR) | 0.0 | $171k | NEW | 118k | 1.45 |
|
| Patterson-uti Energy Stock (PTEN) | 0.0 | $142k | +8% | 13k | 10.83 |
|
| Ford Mtr Stock (F) | 0.0 | $137k | -27% | 12k | 11.54 |
|
| Ah Rlty Tr Reit (AHRT) | 0.0 | $128k | NEW | 23k | 5.50 |
|
| Leggett & Platt Stock (LEG) | 0.0 | $118k | -65% | 12k | 9.88 |
|
| Genius Sports Limited Shares Cl A Stock (GENI) | 0.0 | $98k | NEW | 22k | 4.43 |
|
| Coty Inc Com Cl A Stock (COTY) | 0.0 | $98k | NEW | 49k | 2.01 |
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $98k | -15% | 14k | 7.26 |
|
| Snap Inc Cl A Stock (SNAP) | 0.0 | $47k | NEW | 10k | 4.60 |
|
| Bigbear Ai Hldgs Stock (BBAI) | 0.0 | $35k | -85% | 10k | 3.52 |
|
| Datavault Ai Stock (DVLT) | 0.0 | $22k | NEW | 35k | 0.62 |
|
Past Filings by FourThought Financial Partners
SEC 13F filings are viewable for FourThought Financial Partners going back to 2022
- FourThought Financial Partners 2026 Q1 filed May 7, 2026
- FourThought Financial Partners 2025 Q4 filed Feb. 6, 2026
- FourThought Financial Partners 2025 Q3 filed Nov. 13, 2025
- FourThought Financial Partners 2025 Q2 filed Aug. 12, 2025
- FourThought Financial Partners 2025 Q1 filed May 7, 2025
- FourThought Financial Partners 2024 Q4 filed Feb. 4, 2025
- 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