FourThought Financial Partners
Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, MSFT, KLAC, NVDA, VOO, and represent 17.62% of FourThought Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$42M), Exxon Mobil Corp (+$5.2M), HON, HONA, VOO, VGT, DFAI, SUB, NEE, MSFT.
- Started 57 new stock positions in FITB, DD, ATEX, SNOW, ILMN, SPT, SPCX, HWM, INTA, EME.
- Reduced shares in these 10 stocks: Honeywell International (-$8.8M), , AMT, AMAT, ASML, SNDK, TSM, GOOGL, VICR, AGG.
- Sold out of its positions in ANGI, ALGT, AMRC, AAOI, AVNT, BHE, BBAI, BCC, CBZ, CE.
- FourThought Financial Partners was a net buyer of stock by $61M.
- FourThought Financial Partners has $1.3B in assets under management (AUM), dropping by 11.74%.
- Central Index Key (CIK): 0001956790
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Portfolio Holdings for FourThought Financial Partners
FourThought Financial Partners holds 393 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom Stock (AVGO) | 4.4 | $57M | 151k | 377.75 |
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| Microsoft Corp Stock (MSFT) | 3.9 | $51M | +2% | 135k | 373.02 |
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| Kla Corp Stock (KLAC) | 3.6 | $47M | +879% | 154k | 301.71 |
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| Nvidia Corporation Stock (NVDA) | 3.1 | $40M | 199k | 200.09 |
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| Vanguard S&p 500 Etf Etf (VOO) | 2.7 | $35M | +8% | 50k | 686.81 |
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| Apple Stock (AAPL) | 2.3 | $30M | 104k | 289.36 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.2 | $28M | -5% | 14k | 1989.50 |
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| Applied Matls Stock (AMAT) | 2.1 | $28M | -6% | 38k | 722.99 |
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| Amazon Stock (AMZN) | 1.9 | $25M | +2% | 103k | 238.34 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.8 | $24M | 73k | 327.33 |
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| Chevron Corporation Stock (CVX) | 1.8 | $24M | 142k | 165.76 |
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| Visa Inc Com Cl A Stock (V) | 1.8 | $24M | +3% | 69k | 343.09 |
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| Nextera Energy Stock (NEE) | 1.8 | $23M | +5% | 266k | 87.77 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.7 | $22M | -3% | 60k | 357.37 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 1.5 | $20M | -4% | 42k | 477.57 |
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| American Tower Corp Reit (AMT) | 1.4 | $19M | -20% | 115k | 163.57 |
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| Pepsico Stock (PEP) | 1.4 | $18M | +2% | 135k | 135.40 |
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| Chubb Stock (CB) | 1.3 | $17M | +2% | 50k | 340.74 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.3 | $17M | 225k | 75.79 |
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| Lockheed Martin Corp Stock (LMT) | 1.2 | $16M | 31k | 509.46 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 1.2 | $16M | +3% | 122k | 127.81 |
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| Medtronic Stock (MDT) | 1.2 | $15M | +2% | 197k | 78.23 |
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| Comcast Corp New Cl A Stock (CMCSA) | 1.2 | $15M | +2% | 627k | 24.55 |
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| Astrazeneca Plc Ord Adr (AZN) | 1.2 | $15M | 81k | 189.62 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.2 | $15M | 141k | 106.31 |
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| Lowes Cos Stock (LOW) | 1.1 | $14M | 65k | 220.49 |
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| Costco Wholesale Corporation Stock (COST) | 1.1 | $14M | 15k | 935.44 |
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| Caterpillar Stock (CAT) | 1.1 | $14M | 13k | 1064.89 |
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| Air Products And Chemicals Stock (APD) | 1.0 | $13M | 43k | 293.18 |
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| Northrop Grumman Corp Stock (NOC) | 1.0 | $13M | +3% | 25k | 509.32 |
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| Lam Research Corp Stock (LRCX) | 1.0 | $13M | 29k | 433.32 |
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| Abbott Laboratories Stock (ABT) | 1.0 | $13M | +6% | 137k | 90.74 |
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| Amgen Stock (AMGN) | 0.9 | $12M | 32k | 362.12 |
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| Nasdaq Stock (NDAQ) | 0.9 | $11M | 145k | 78.82 |
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| Qualcomm Stock (QCOM) | 0.8 | $11M | 59k | 184.79 |
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| Blackrock Stock (BLK) | 0.8 | $11M | 11k | 961.59 |
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| Procter & Gamble Stock (PG) | 0.8 | $10M | +6% | 70k | 146.64 |
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| Meta Platforms Inc Cl A Stock (META) | 0.8 | $10M | +4% | 18k | 563.28 |
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.8 | $9.7M | -2% | 29k | 338.72 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.7 | $9.5M | 39k | 246.22 |
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| Cme Group Stock (CME) | 0.7 | $9.3M | +2% | 42k | 220.83 |
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| Msci Stock (MSCI) | 0.7 | $8.9M | +4% | 16k | 560.03 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.6 | $8.3M | 24k | 353.33 |
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| Fortinet Stock (FTNT) | 0.6 | $8.2M | 54k | 153.62 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.6 | $8.0M | 11k | 736.37 |
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| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.6 | $7.6M | +24% | 72k | 106.47 |
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| Goldman Sachs Group Stock (GS) | 0.6 | $7.6M | 7.5k | 1011.38 |
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| Cisco Sys Stock (CSCO) | 0.6 | $7.5M | -4% | 64k | 117.46 |
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| Prologis Reit (PLD) | 0.6 | $7.4M | 55k | 135.47 |
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| Dimensional International Core Equity Market Etf Etf (DFAI) | 0.6 | $7.4M | +26% | 179k | 41.25 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $7.1M | +5% | 5.9k | 1199.50 |
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| The Cigna Group Stock (CI) | 0.5 | $7.0M | +3% | 26k | 275.68 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.5 | $6.8M | +2% | 13k | 513.62 |
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| Enterprise Prods Partners Stock (EPD) | 0.5 | $6.8M | +2% | 184k | 36.76 |
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| Walmart Stock (WMT) | 0.5 | $6.7M | 59k | 113.26 |
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| Advanced Micro Devices Stock (AMD) | 0.5 | $6.6M | -2% | 11k | 580.92 |
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| Marathon Pete Corp Stock (MPC) | 0.5 | $6.4M | -3% | 25k | 255.67 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.5 | $6.3M | +9% | 200k | 31.71 |
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| Servicenow Stock (NOW) | 0.5 | $6.3M | +14% | 63k | 99.28 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $6.2M | +8% | 12k | 500.40 |
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| Digital Rlty Tr Reit (DLR) | 0.4 | $5.8M | 32k | 179.58 |
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| Mercadolibre Stock (MELI) | 0.4 | $5.7M | +5% | 3.4k | 1697.49 |
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| Thermo Fisher Scientific Stock (TMO) | 0.4 | $5.6M | +5% | 11k | 501.37 |
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| Mplx Lp Com Unit Rep Stock (MPLX) | 0.4 | $5.6M | +3% | 99k | 56.33 |
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| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.4 | $5.5M | 73k | 76.11 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.4 | $5.4M | -7% | 55k | 98.98 |
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| Csx Corp Stock (CSX) | 0.4 | $5.3M | 111k | 47.53 |
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| Exxonmobil Holdings Corp Stock | 0.4 | $5.2M | NEW | 38k | 136.72 |
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| Slide Ins Hldgs Stock (SLDE) | 0.4 | $5.1M | -3% | 266k | 19.37 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $4.9M | +9% | 102k | 47.94 |
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| Texas Instrs Stock (TXN) | 0.4 | $4.7M | -2% | 16k | 298.07 |
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| Duke Energy Corp Stock (DUK) | 0.4 | $4.6M | +4% | 36k | 126.58 |
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| Veeva Sys Inc Cl A Stock (VEEV) | 0.3 | $4.5M | +11% | 26k | 177.47 |
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| Salesforce Stock (CRM) | 0.3 | $4.5M | +4% | 29k | 156.66 |
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| Honeywell Intl Stock (HON) | 0.3 | $4.4M | NEW | 20k | 223.90 |
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| Crown Castle Reit (CCI) | 0.3 | $4.4M | -3% | 58k | 75.73 |
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| Honeywell Aerospace Stock (HONA) | 0.3 | $4.4M | NEW | 20k | 221.08 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.3 | $4.3M | +2% | 77k | 56.48 |
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| Abbvie Stock (ABBV) | 0.3 | $4.3M | +2% | 17k | 251.63 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.3 | $4.3M | 5.7k | 746.75 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $4.2M | +13% | 83k | 50.58 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.3 | $4.2M | +11% | 39k | 107.62 |
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| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.3 | $4.1M | +2% | 14k | 302.97 |
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| Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) | 0.3 | $4.0M | +20% | 186k | 21.80 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $3.8M | 15k | 253.97 |
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| Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.3 | $3.8M | +42% | 46k | 82.34 |
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| Williams Cos Stock (WMB) | 0.3 | $3.7M | 50k | 74.34 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.3 | $3.7M | 25k | 148.31 |
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| Verizon Communications Stock (VZ) | 0.3 | $3.6M | 86k | 42.34 |
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| Tractor Supply Stock (TSCO) | 0.3 | $3.5M | +44% | 110k | 31.61 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.3 | $3.2M | -6% | 4.2k | 763.14 |
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| Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) | 0.2 | $3.2M | +12% | 139k | 23.16 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $3.2M | +366% | 27k | 119.52 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.2 | $3.1M | +21% | 25k | 124.44 |
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| Adobe Stock (ADBE) | 0.2 | $3.1M | +15% | 15k | 205.02 |
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| Smith A O Corp Stock (AOS) | 0.2 | $3.0M | +7% | 48k | 62.72 |
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| Intuit Stock (INTU) | 0.2 | $2.9M | +11% | 11k | 261.00 |
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| Kayne Anderson Energy Infrstr Cef (KYN) | 0.2 | $2.9M | 211k | 13.83 |
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| Home Depot Stock (HD) | 0.2 | $2.9M | +4% | 8.1k | 352.69 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.2 | $2.8M | +27% | 39k | 71.86 |
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| Ares Capital Corp Cef (ARCC) | 0.2 | $2.6M | +3% | 143k | 18.53 |
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| Ati Stock (ATI) | 0.2 | $2.6M | 13k | 197.10 |
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| Chesapeake Utils Corp Stock (CPK) | 0.2 | $2.5M | 21k | 122.48 |
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| Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 0.2 | $2.4M | +21% | 97k | 25.25 |
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| Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) | 0.2 | $2.4M | 106k | 22.45 |
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| Yum Brands Stock (YUM) | 0.2 | $2.3M | +2% | 15k | 159.86 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.2 | $2.3M | 89k | 25.44 |
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| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 0.2 | $2.1M | +18% | 86k | 24.22 |
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| Monolithic Pwr Sys Stock (MPWR) | 0.2 | $2.0M | 1.5k | 1382.58 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $1.9M | +2% | 100k | 19.12 |
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| Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) | 0.1 | $1.9M | +27% | 90k | 20.84 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.9M | +5% | 5.0k | 370.06 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $1.8M | -9% | 6.5k | 270.47 |
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| Morgan Stanley Stock (MS) | 0.1 | $1.7M | 8.4k | 209.04 |
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| Micron Technology Stock (MU) | 0.1 | $1.7M | +57% | 1.5k | 1154.29 |
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| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $1.6M | 8.4k | 195.45 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.1 | $1.6M | 9.8k | 164.27 |
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| Vanguard S&p Small-cap 600 Etf Etf (VIOO) | 0.1 | $1.6M | -7% | 12k | 137.54 |
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| Ferrari N V Stock (RACE) | 0.1 | $1.5M | +40% | 4.0k | 372.28 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
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| Phillips 66 Stock (PSX) | 0.1 | $1.5M | +2% | 8.7k | 169.06 |
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| Rtx Corporation Stock (RTX) | 0.1 | $1.5M | +13% | 7.7k | 189.74 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $1.4M | 6.5k | 219.44 |
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| Fedex Corp Stock (FDX) | 0.1 | $1.4M | +8% | 4.4k | 313.13 |
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| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $1.4M | 4.7k | 287.68 |
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| Mckesson Corp Stock (MCK) | 0.1 | $1.3M | 1.8k | 755.53 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $1.3M | +10% | 6.0k | 223.97 |
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| Principal Spectrum Preferred Secs Active Etf Etf (PREF) | 0.1 | $1.3M | 70k | 19.06 |
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| Vanguard S&p Mid-cap 400 Etf Etf (IVOO) | 0.1 | $1.3M | +25% | 9.8k | 130.40 |
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| Ge Aerospace Stock (GE) | 0.1 | $1.3M | +2% | 3.4k | 373.70 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.1 | $1.3M | +7% | 25k | 50.57 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $1.2M | +25% | 11k | 109.43 |
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| Philip Morris Intl Stock (PM) | 0.1 | $1.2M | +2% | 6.8k | 180.92 |
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| Synopsys Stock (SNPS) | 0.1 | $1.2M | +5% | 2.7k | 445.99 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $1.2M | 1.8k | 655.89 |
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| Eos Energy Enterprises Inc Com Cl A Stock (EOSE) | 0.1 | $1.2M | 199k | 5.88 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.1 | $1.2M | 1.8k | 640.80 |
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| Marvell Technology Stock (MRVL) | 0.1 | $1.1M | -20% | 3.8k | 297.91 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $1.1M | +299% | 9.1k | 124.17 |
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| Bank Of Amer Corp Stock (BAC) | 0.1 | $1.1M | 20k | 56.98 |
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| Tjx Cos Stock (TJX) | 0.1 | $1.1M | 7.2k | 151.50 |
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| Union Pac Corp Stock (UNP) | 0.1 | $1.1M | 3.9k | 271.98 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $1.1M | +10% | 1.4k | 748.76 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $1.0M | +3% | 2.5k | 415.66 |
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| Corcept Therapeutics Stock (CORT) | 0.1 | $1.0M | 12k | 86.95 |
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| Invesco Nasdaq Internet Etf Etf (PNQI) | 0.1 | $1.0M | 22k | 45.57 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $974k | 6.2k | 158.03 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $952k | -4% | 4.3k | 222.90 |
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| Hubbell Stock (HUBB) | 0.1 | $938k | -7% | 1.8k | 523.25 |
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| Tesla Stock (TSLA) | 0.1 | $910k | +5% | 2.2k | 420.56 |
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| Boeing Stock (BA) | 0.1 | $894k | 4.1k | 216.47 |
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| Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) | 0.1 | $892k | -10% | 37k | 24.23 |
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| Deere & Co Stock (DE) | 0.1 | $872k | 1.4k | 634.47 |
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| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.1 | $869k | -8% | 20k | 43.50 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $843k | 3.1k | 270.33 |
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| Sempra Stock (SRE) | 0.1 | $831k | NEW | 9.0k | 92.71 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $813k | -3% | 4.1k | 200.62 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $801k | 7.3k | 110.32 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $800k | -3% | 10k | 77.11 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $792k | -10% | 6.8k | 116.67 |
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| Analog Devices Stock (ADI) | 0.1 | $788k | +2% | 2.0k | 397.22 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $787k | 12k | 68.41 |
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| Oracle Corp Stock (ORCL) | 0.1 | $771k | 5.3k | 146.55 |
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| Intel Corp Stock (INTC) | 0.1 | $766k | 5.5k | 139.62 |
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| International Business Machs Stock (IBM) | 0.1 | $766k | +9% | 2.7k | 281.21 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $758k | NEW | 1.8k | 431.42 |
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| Arista Networks Stock (ANET) | 0.1 | $746k | +3% | 4.4k | 169.88 |
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| Linde Stock (LIN) | 0.1 | $742k | 1.4k | 519.09 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $741k | -6% | 3.9k | 188.09 |
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| Netflix Stock (NFLX) | 0.1 | $730k | +4% | 10k | 71.40 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $729k | -6% | 3.4k | 212.79 |
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| Citigroup Stock (C) | 0.1 | $723k | -3% | 5.2k | 139.95 |
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| Teradyne Stock (TER) | 0.1 | $719k | 1.5k | 483.84 |
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| Southern Stock (SO) | 0.1 | $718k | +23% | 7.5k | 95.71 |
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| Invesco China Technology Etf Etf (CQQQ) | 0.1 | $713k | +60% | 13k | 57.03 |
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| Ge Vernova Stock (GEV) | 0.1 | $708k | 603.00 | 1173.92 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $680k | -10% | 3.9k | 176.33 |
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| At&t Stock (T) | 0.1 | $678k | 33k | 20.70 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $672k | +3% | 8.1k | 82.64 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $667k | 2.1k | 317.49 |
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| Emerson Elec Stock (EMR) | 0.1 | $659k | 4.6k | 143.16 |
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| General Dynamics Corp Stock (GD) | 0.1 | $658k | -21% | 1.9k | 354.24 |
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| Conocophillips Stock (COP) | 0.1 | $657k | +2% | 6.3k | 103.96 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.1 | $653k | 7.9k | 82.65 |
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| Stryker Corporation Stock (SYK) | 0.1 | $650k | +46% | 2.1k | 314.90 |
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| Unilever Adr (UL) | 0.0 | $624k | +9% | 10k | 60.12 |
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| Sandisk Corp Stock (SNDK) | 0.0 | $616k | -60% | 271.00 | 2273.73 |
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| Eaton Corp Stock (ETN) | 0.0 | $609k | +7% | 1.4k | 426.24 |
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| Motorola Solutions Stock (MSI) | 0.0 | $596k | +6% | 1.4k | 415.16 |
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| Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) | 0.0 | $595k | +12% | 24k | 25.19 |
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| Unum Group Stock (UNM) | 0.0 | $594k | 6.6k | 89.40 |
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| Altria Group Stock (MO) | 0.0 | $591k | 8.2k | 71.95 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $586k | 7.5k | 77.91 |
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| Merck & Co Stock (MRK) | 0.0 | $585k | -10% | 4.6k | 128.49 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $570k | 1.5k | 370.65 |
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| Dominion Energy Stock (D) | 0.0 | $544k | +3% | 8.0k | 68.29 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $537k | -40% | 1.6k | 341.02 |
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| Bel Fuse Inc Cl B Stock (BELFB) | 0.0 | $519k | -20% | 1.6k | 333.04 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $518k | +500% | 6.0k | 86.14 |
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| Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $517k | -7% | 7.8k | 66.45 |
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| Aflac Stock (AFL) | 0.0 | $513k | -3% | 4.4k | 117.24 |
|
| Ultra Clean Hldgs Stock (UCTT) | 0.0 | $511k | -37% | 3.6k | 142.59 |
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $510k | 1.3k | 396.59 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $508k | +321% | 6.3k | 80.57 |
|
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.0 | $494k | 4.5k | 110.14 |
|
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $493k | 12k | 42.68 |
|
|
| American Elec Pwr Stock (AEP) | 0.0 | $488k | 3.6k | 136.82 |
|
|
| Danaher Corp Del Stock (DHR) | 0.0 | $486k | +5% | 2.6k | 190.48 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $481k | +2% | 1.2k | 393.91 |
|
| Grail Stock (GRAL) | 0.0 | $478k | -12% | 7.0k | 68.27 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $472k | +5% | 2.0k | 236.64 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $471k | 5.4k | 87.04 |
|
|
| Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) | 0.0 | $469k | NEW | 7.6k | 61.46 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $468k | +3% | 1.3k | 368.38 |
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $461k | -10% | 1.6k | 281.11 |
|
| Realty Income Corp Reit (O) | 0.0 | $440k | 7.1k | 61.96 |
|
|
| Reliance Stock (RS) | 0.0 | $438k | -8% | 1.2k | 373.47 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $436k | +13% | 1.3k | 331.58 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $432k | 4.2k | 103.88 |
|
|
| Gilead Sciences Stock (GILD) | 0.0 | $432k | +83% | 3.4k | 126.35 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $431k | +2160% | 2.4k | 178.24 |
|
| Trane Technologies Stock (TT) | 0.0 | $418k | +29% | 851.00 | 491.23 |
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $412k | 11k | 38.19 |
|
|
| Coca Cola Stock (KO) | 0.0 | $411k | +13% | 5.1k | 81.27 |
|
| Etoro Group Ltd Shs Cl A Stock (ETOR) | 0.0 | $407k | -21% | 10k | 39.47 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $407k | +11% | 4.8k | 85.49 |
|
| Incyte Corp Stock (INCY) | 0.0 | $404k | 3.6k | 113.36 |
|
|
| Pfizer Stock (PFE) | 0.0 | $403k | -3% | 17k | 24.08 |
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.0 | $393k | +100% | 7.0k | 56.16 |
|
| Fabrinet Stock (FN) | 0.0 | $390k | +7% | 693.00 | 562.08 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $389k | +2% | 4.8k | 81.16 |
|
| Rpm Intl Stock (RPM) | 0.0 | $385k | +13% | 3.5k | 111.15 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $385k | -7% | 6.7k | 57.62 |
|
| Cannae Hldgs Stock (CNNE) | 0.0 | $385k | -10% | 27k | 14.40 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $380k | +7% | 1.5k | 248.38 |
|
| Enbridge Stock (ENB) | 0.0 | $379k | 7.0k | 54.21 |
|
|
| Sprout Social Inc Com Cl A Stock (SPT) | 0.0 | $379k | NEW | 50k | 7.55 |
|
| Ichor Holdings Stock (ICHR) | 0.0 | $376k | -22% | 3.3k | 112.28 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $375k | +5% | 3.4k | 109.76 |
|
| Vestis Corporation Stock (VSTS) | 0.0 | $370k | -36% | 26k | 14.52 |
|
| Alkermes Stock (ALKS) | 0.0 | $362k | +13% | 6.9k | 52.40 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $362k | 1.1k | 342.73 |
|
|
| Orion Group Hldgs Stock (ORN) | 0.0 | $356k | -15% | 21k | 16.82 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $356k | +2% | 1.9k | 190.47 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $354k | -12% | 3.7k | 96.12 |
|
| Digi Intl Stock (DGII) | 0.0 | $353k | 4.7k | 74.95 |
|
|
| National Healthcare Corp Stock (NHC) | 0.0 | $352k | -8% | 1.7k | 211.36 |
|
| Hexcel Corp Stock (HXL) | 0.0 | $352k | 3.5k | 100.06 |
|
|
| Circle Internet Group Inc Com Cl A Stock (CRCL) | 0.0 | $351k | +21% | 5.6k | 62.63 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $347k | 4.5k | 76.40 |
|
|
| Disney Walt Stock (DIS) | 0.0 | $346k | 3.6k | 96.25 |
|
|
| Lionsgate Studios Corp Stock (LION) | 0.0 | $343k | 22k | 15.31 |
|
|
| Formfactor Stock (FORM) | 0.0 | $342k | -16% | 2.1k | 159.93 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $340k | NEW | 2.5k | 136.45 |
|
| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $338k | -54% | 1.1k | 302.70 |
|
| United Microelectronics Corp Adr (UMC) | 0.0 | $334k | -55% | 12k | 27.21 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $331k | 1.5k | 217.96 |
|
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $330k | -2% | 15k | 22.26 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $328k | +3% | 1.5k | 221.20 |
|
| American Express Stock (AXP) | 0.0 | $327k | 966.00 | 338.17 |
|
|
| Cummins Stock (CMI) | 0.0 | $326k | 457.00 | 713.34 |
|
|
| Select Water Solutions Inc Cl A Stock (WTTR) | 0.0 | $325k | -6% | 16k | 19.98 |
|
| Aci Worldwide Stock (ACIW) | 0.0 | $325k | 6.5k | 50.29 |
|
|
| Axogen Stock (AXGN) | 0.0 | $324k | -39% | 7.0k | 46.19 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $324k | NEW | 336.00 | 965.00 |
|
| Andersons Stock (ANDE) | 0.0 | $321k | -10% | 4.7k | 68.40 |
|
| Progressive Corp Stock (PGR) | 0.0 | $321k | -19% | 1.5k | 218.46 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $321k | NEW | 1.2k | 268.86 |
|
| Welltower Reit (WELL) | 0.0 | $320k | 1.4k | 226.97 |
|
|
| Quanta Svcs Stock (PWR) | 0.0 | $320k | NEW | 444.00 | 720.04 |
|
| Corning Stock (GLW) | 0.0 | $319k | NEW | 1.2k | 255.43 |
|
| Dimensional Us Core Equity Market Etf Etf (DFAU) | 0.0 | $318k | 6.2k | 51.69 |
|
|
| Target Corp Stock (TGT) | 0.0 | $317k | 2.4k | 130.61 |
|
|
| Ashland Stock (ASH) | 0.0 | $317k | NEW | 4.8k | 65.89 |
|
| Rockwell Automation Stock (ROK) | 0.0 | $316k | 638.00 | 495.27 |
|
|
| Verisk Analytics Stock (VRSK) | 0.0 | $315k | +43% | 1.8k | 179.56 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $314k | 998.00 | 314.45 |
|
|
| Ftai Aviation Stock (FTAI) | 0.0 | $311k | -15% | 1.1k | 270.53 |
|
| Williams Sonoma Stock (WSM) | 0.0 | $310k | 1.3k | 233.13 |
|
|
| Oneok Stock (OKE) | 0.0 | $309k | -17% | 3.5k | 86.95 |
|
| Sitime Corp Stock (SITM) | 0.0 | $308k | NEW | 413.00 | 745.56 |
|
| Onto Innovation Stock (ONTO) | 0.0 | $307k | -29% | 811.00 | 378.45 |
|
| Lumentum Hldgs Stock (LITE) | 0.0 | $305k | 355.00 | 858.06 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $303k | -18% | 4.3k | 71.26 |
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $302k | +5% | 7.4k | 40.87 |
|
| Moodys Corp Stock (MCO) | 0.0 | $301k | 665.00 | 452.92 |
|
|
| Clearway Energy Inc Cl C Stock (CWEN) | 0.0 | $300k | NEW | 8.8k | 34.18 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.0 | $300k | NEW | 2.0k | 151.00 |
|
| Ryerson Hldg Corp Stock (RYZ) | 0.0 | $299k | +5% | 12k | 24.61 |
|
| Propetro Hldg Corp Stock (PUMP) | 0.0 | $298k | -19% | 21k | 14.34 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $295k | +5% | 601.00 | 490.56 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $294k | 1.1k | 260.44 |
|
|
| Skywater Technology Stock (SKYT) | 0.0 | $292k | -35% | 8.4k | 34.82 |
|
| Ase Technology Hldg Adr (ASX) | 0.0 | $288k | NEW | 6.4k | 45.12 |
|
| Constellium Se Cl A Stock (CSTM) | 0.0 | $288k | -37% | 9.0k | 31.87 |
|
| Ww Grainger Stock (GWW) | 0.0 | $287k | 211.00 | 1360.40 |
|
|
| Rbc Bearings Stock (RBC) | 0.0 | $285k | 443.00 | 644.06 |
|
|
| M/i Homes Stock (MHO) | 0.0 | $284k | NEW | 1.8k | 160.79 |
|
| Southstate Bk Corp Stock (SSB) | 0.0 | $283k | +3% | 2.8k | 99.90 |
|
| Twilio Inc Cl A Stock (TWLO) | 0.0 | $282k | NEW | 1.4k | 206.33 |
|
| Ecolab Stock (ECL) | 0.0 | $280k | +27% | 1.0k | 278.49 |
|
| Vicor Corp Stock (VICR) | 0.0 | $280k | -66% | 738.00 | 379.78 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $276k | 2.7k | 102.21 |
|
|
| Compania De Minas Buenaventura Adr (BVN) | 0.0 | $275k | +3% | 9.4k | 29.29 |
|
| Targa Res Corp Stock (TRGP) | 0.0 | $274k | 1.0k | 268.14 |
|
|
| Vanguard Industrials Etf Etf (VIS) | 0.0 | $271k | 753.00 | 360.38 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $271k | NEW | 8.0k | 34.00 |
|
| Ishares Expanded Tech Sector Etf Etf (IGM) | 0.0 | $270k | NEW | 1.7k | 163.58 |
|
| Home Bancshares Stock (HOMB) | 0.0 | $267k | 9.4k | 28.55 |
|
|
| Crh Plc Ord Stock (CRH) | 0.0 | $266k | +14% | 2.5k | 107.02 |
|
| Travelers Companies Stock (TRV) | 0.0 | $265k | 803.00 | 330.12 |
|
|
| Watsco Stock (WSO) | 0.0 | $265k | 636.00 | 416.78 |
|
|
| Crane Company Stock (CR) | 0.0 | $264k | -11% | 1.2k | 223.11 |
|
| Bayfirst Financial Corp Stock | 0.0 | $264k | +14% | 53k | 5.00 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $263k | 7.8k | 33.84 |
|
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $262k | NEW | 1.5k | 170.86 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.0 | $260k | -16% | 6.6k | 39.30 |
|
| Phinia Stock (PHIN) | 0.0 | $259k | 3.1k | 82.37 |
|
|
| Bwx Technologies Stock (BWXT) | 0.0 | $258k | 1.3k | 194.65 |
|
|
| Cadence Design System Stock (CDNS) | 0.0 | $258k | -6% | 686.00 | 375.32 |
|
| Snowflake Stock (SNOW) | 0.0 | $256k | NEW | 1.0k | 254.50 |
|
| Sysco Corp Stock (SYY) | 0.0 | $255k | -8% | 3.1k | 83.57 |
|
| Emcor Group Stock (EME) | 0.0 | $255k | NEW | 307.00 | 829.88 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $253k | NEW | 6.5k | 38.73 |
|
| Ssr Mining In Stock (SSRM) | 0.0 | $253k | -7% | 9.0k | 28.28 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B Adr (AMX) | 0.0 | $253k | 9.7k | 25.99 |
|
|
| Isabella Bk Corp Stock (ISBA) | 0.0 | $253k | 6.4k | 39.50 |
|
|
| Aaon Inc Com Par $0.004 Stock (AAON) | 0.0 | $252k | NEW | 2.0k | 126.86 |
|
| Gold Stock (GOLD) | 0.0 | $250k | 6.0k | 41.61 |
|
|
| Bread Financial Holdings Stock (BFH) | 0.0 | $249k | -13% | 2.3k | 108.35 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $247k | NEW | 1.8k | 135.64 |
|
| Intapp Stock (INTA) | 0.0 | $246k | NEW | 9.8k | 25.21 |
|
| Cno Finl Group Stock (CNO) | 0.0 | $243k | NEW | 4.8k | 50.98 |
|
| Keycorp Stock (KEY) | 0.0 | $239k | 10k | 23.05 |
|
|
| Newmont Corp Stock (NEM) | 0.0 | $238k | -14% | 2.6k | 93.40 |
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $238k | NEW | 3.2k | 73.35 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $238k | 4.5k | 52.41 |
|
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $237k | 7.1k | 33.29 |
|
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $235k | -33% | 472.00 | 496.73 |
|
| Carlisle Cos Stock (CSL) | 0.0 | $234k | 645.00 | 362.75 |
|
|
| Bassett Furniture Inds Stock (BSET) | 0.0 | $231k | 13k | 17.72 |
|
|
| Bruker Corp Stock (BRKR) | 0.0 | $231k | NEW | 3.8k | 60.18 |
|
| Paychex Stock (PAYX) | 0.0 | $230k | -33% | 2.3k | 98.33 |
|
| Expedia Group Stock (EXPE) | 0.0 | $230k | NEW | 897.00 | 255.88 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $229k | 325.00 | 703.34 |
|
|
| Pediatrix Medical Group Stock (MD) | 0.0 | $228k | NEW | 9.0k | 25.33 |
|
| Illumina Stock (ILMN) | 0.0 | $228k | NEW | 1.3k | 175.83 |
|
| Jabil Stock (JBL) | 0.0 | $226k | NEW | 585.00 | 385.48 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $226k | -7% | 2.9k | 76.70 |
|
| Wsfs Finl Corp Stock (WSFS) | 0.0 | $225k | -8% | 2.9k | 76.73 |
|
| Alliant Energy Corp Stock (LNT) | 0.0 | $225k | 2.9k | 76.29 |
|
|
| Cnb Finl Corp Pa Stock (CCNE) | 0.0 | $224k | NEW | 6.6k | 33.71 |
|
| Anterix Stock (ATEX) | 0.0 | $224k | NEW | 2.2k | 102.94 |
|
| Columbia Bkg Sys Stock (COLB) | 0.0 | $224k | NEW | 7.0k | 32.05 |
|
| Waters Corp Stock (WAT) | 0.0 | $223k | NEW | 595.00 | 375.04 |
|
| Digitalocean Hldgs Stock (DOCN) | 0.0 | $221k | NEW | 1.4k | 157.03 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $221k | -5% | 912.00 | 242.32 |
|
| Corteva Stock (CTVA) | 0.0 | $221k | NEW | 2.6k | 84.68 |
|
| Tapestry Stock (TPR) | 0.0 | $219k | NEW | 1.5k | 146.38 |
|
| Sonoco Prods Stock (SON) | 0.0 | $215k | -28% | 3.8k | 56.35 |
|
| Nucor Corp Stock (NUE) | 0.0 | $214k | NEW | 961.00 | 222.85 |
|
| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.0 | $213k | NEW | 1.5k | 142.39 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $212k | NEW | 2.3k | 92.28 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $211k | NEW | 3.7k | 56.37 |
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $209k | NEW | 400.00 | 522.39 |
|
| Dexcom Stock (DXCM) | 0.0 | $209k | NEW | 3.1k | 67.35 |
|
| Roku Inc Com Cl A Stock (ROKU) | 0.0 | $209k | NEW | 1.5k | 138.14 |
|
| Clorox Co Del Stock (CLX) | 0.0 | $208k | NEW | 2.2k | 95.46 |
|
| Autodesk Stock (ADSK) | 0.0 | $208k | +9% | 1.1k | 194.42 |
|
| Shore Bancshares Stock (SHBI) | 0.0 | $208k | NEW | 9.0k | 22.95 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $208k | -3% | 452.00 | 459.13 |
|
| Uber Technologies Stock (UBER) | 0.0 | $206k | -4% | 2.9k | 72.16 |
|
| Oshkosh Corp Stock (OSK) | 0.0 | $205k | NEW | 1.3k | 153.48 |
|
| Eversource Energy Stock (ES) | 0.0 | $204k | NEW | 2.8k | 72.27 |
|
| Vita Coco Stock (COCO) | 0.0 | $202k | -35% | 3.1k | 66.14 |
|
| Gates Indl Corp Stock | 0.0 | $201k | NEW | 7.2k | 27.97 |
|
| Varex Imaging Corp Stock (VREX) | 0.0 | $184k | 18k | 10.43 |
|
|
| Masterbrand Stock (MBC) | 0.0 | $177k | NEW | 17k | 10.29 |
|
| First Majestic Silver Corp Stock (AG) | 0.0 | $171k | -35% | 10k | 16.96 |
|
| Patterson-uti Energy Stock (PTEN) | 0.0 | $166k | +38% | 18k | 9.18 |
|
| Ford Mtr Stock (F) | 0.0 | $166k | 12k | 13.90 |
|
|
| Hecla Mining Company Stock (HL) | 0.0 | $165k | -44% | 11k | 15.43 |
|
| Sabre Corp Stock (SABR) | 0.0 | $141k | -42% | 67k | 2.09 |
|
| Ah Rlty Tr Reit (AHRT) | 0.0 | $133k | -19% | 19k | 7.08 |
|
| Hackett Group Stock (HCKT) | 0.0 | $119k | NEW | 11k | 10.77 |
|
| Franklin Bsp Rlty Tr Reit (FBRT) | 0.0 | $114k | NEW | 14k | 8.14 |
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $114k | 14k | 8.44 |
|
|
| Figs Inc Cl A Stock (FIGS) | 0.0 | $113k | -52% | 11k | 10.23 |
|
| Vermilion Energy Stock (VET) | 0.0 | $102k | -41% | 11k | 9.37 |
|
| Rapid7 Stock (RPD) | 0.0 | $97k | -79% | 12k | 8.10 |
|
| Fermi Stock (FRMI) | 0.0 | $93k | -73% | 10k | 9.16 |
|
| Coty Inc Com Cl A Stock (COTY) | 0.0 | $41k | -61% | 19k | 2.16 |
|
| Datavault Ai Stock (DVLT) | 0.0 | $12k | 35k | 0.35 |
|
Past Filings by FourThought Financial Partners
SEC 13F filings are viewable for FourThought Financial Partners going back to 2022
- FourThought Financial Partners 2026 Q2 filed Aug. 12, 2026
- 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