FourThought Financial Partners
Latest statistics and disclosures from FourThought Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AVGO, AAPL, VONV, NVDA, and represent 17.44% of FourThought Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: VONV (+$23M), PEP (+$12M), WMT (+$5.4M), CAT, CPK, MPC, GS, XOM, VIOO, VTEB.
- Started 154 new stock positions in VRSK, WMT, DHR, BA, AEG, VRN, TT, RRX, ACIW, ADI.
- Reduced shares in these 10 stocks: , BBY (-$7.1M), CMCSA (-$6.3M), ALGN, CRM, MDT, PSX, CVX, NOW, MPWR.
- Sold out of its positions in AMN, ALGN, ESS, FIVE, FOXF, NDSN, PGNY, PSA, SWKS, XPEL.
- FourThought Financial Partners was a net buyer of stock by $129M.
- FourThought Financial Partners has $963M in assets under management (AUM), dropping by 14.20%.
- Central Index Key (CIK): 0001956790
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Portfolio Holdings for FourThought Financial Partners
FourThought Financial Partners holds 318 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Stock (MSFT) | 4.8 | $46M | +3% | 109k | 421.50 |
|
| Broadcom Stock (AVGO) | 3.7 | $36M | 153k | 231.84 |
|
|
| Apple Stock (AAPL) | 3.5 | $34M | 136k | 250.42 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 3.0 | $29M | +388% | 352k | 81.25 |
|
| Nvidia Corporation Stock (NVDA) | 2.5 | $24M | +2% | 178k | 134.29 |
|
| Nextera Energy Stock (NEE) | 2.5 | $24M | 330k | 71.69 |
|
|
| American Tower Corp Reit (AMT) | 2.2 | $21M | -2% | 113k | 183.41 |
|
| Visa Inc Com Cl A Stock (V) | 2.1 | $20M | 64k | 316.04 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 1.9 | $19M | 78k | 239.71 |
|
|
| Abbott Labs Stock (ABT) | 1.8 | $18M | 156k | 113.11 |
|
|
| Air Prods & Chems Stock (APD) | 1.8 | $18M | 61k | 290.04 |
|
|
| Amazon Stock (AMZN) | 1.8 | $17M | 79k | 219.39 |
|
|
| Chevron Corp Stock (CVX) | 1.6 | $16M | -11% | 108k | 144.84 |
|
| Blackrock Stock (BLK) | 1.6 | $15M | 15k | 1025.11 |
|
|
| Lowes Cos Stock (LOW) | 1.6 | $15M | 61k | 246.80 |
|
|
| Lockheed Martin Corp Stock (LMT) | 1.5 | $15M | 30k | 485.95 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 1.5 | $15M | -9% | 27k | 538.81 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.5 | $14M | +15% | 75k | 189.30 |
|
| Texas Instrs Stock (TXN) | 1.4 | $14M | 74k | 187.51 |
|
|
| Costco Whsl Corp Stock (COST) | 1.3 | $12M | 13k | 916.30 |
|
|
| Vanguard S&p Small-cap 600 Etf Etf (VIOO) | 1.3 | $12M | +50% | 115k | 106.04 |
|
| Pepsico Stock (PEP) | 1.2 | $12M | NEW | 77k | 152.06 |
|
| Chubb Stock (CB) | 1.2 | $12M | 42k | 276.31 |
|
|
| Northrop Grumman Corp Stock (NOC) | 1.1 | $11M | +21% | 23k | 469.30 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.1 | $11M | +33% | 173k | 61.34 |
|
| Medtronic Stock (MDT) | 1.1 | $11M | -23% | 132k | 79.88 |
|
| Cisco Sys Stock (CSCO) | 1.1 | $11M | 177k | 59.20 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.0 | $10M | 28k | 351.79 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 1.0 | $9.5M | -2% | 48k | 197.49 |
|
| Cme Group Stock (CME) | 1.0 | $9.4M | 40k | 232.23 |
|
|
| Servicenow Stock (NOW) | 0.9 | $9.1M | -16% | 8.6k | 1060.12 |
|
| Home Depot Stock (HD) | 0.9 | $9.1M | 23k | 389.00 |
|
|
| Unitedhealth Group Stock (UNH) | 0.9 | $9.1M | 18k | 505.88 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.9 | $9.0M | 87k | 103.30 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.9 | $8.8M | -41% | 234k | 37.53 |
|
| Amgen Stock (AMGN) | 0.8 | $8.1M | 31k | 260.65 |
|
|
| Honeywell Intl Stock (HON) | 0.8 | $7.7M | 34k | 225.89 |
|
|
| Qualcomm Stock (QCOM) | 0.8 | $7.6M | 50k | 153.62 |
|
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.7 | $7.1M | +2% | 10k | 693.09 |
|
| Nasdaq Stock (NDAQ) | 0.7 | $7.0M | 91k | 77.31 |
|
|
| Procter And Gamble Stock (PG) | 0.7 | $6.7M | 40k | 167.65 |
|
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| Johnson & Johnson Stock (JNJ) | 0.7 | $6.5M | -11% | 45k | 144.62 |
|
| Bristol-myers Squibb Stock (BMY) | 0.7 | $6.4M | -9% | 114k | 56.56 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.6 | $6.2M | +4% | 11k | 585.56 |
|
| Astrazeneca Adr (AZN) | 0.6 | $5.9M | +2% | 90k | 65.52 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.6 | $5.9M | 11k | 526.57 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.6 | $5.8M | +2% | 11k | 511.25 |
|
| Salesforce Stock (CRM) | 0.6 | $5.7M | -36% | 17k | 334.34 |
|
| Applied Matls Stock (AMAT) | 0.6 | $5.6M | 35k | 162.63 |
|
|
| Walmart Stock (WMT) | 0.6 | $5.4M | NEW | 60k | 90.35 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.5 | $5.3M | +49% | 55k | 96.90 |
|
| Intuit Stock (INTU) | 0.5 | $5.1M | 8.2k | 628.56 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $5.1M | 27k | 190.45 |
|
|
| Mercadolibre Stock (MELI) | 0.5 | $5.1M | 3.0k | 1700.83 |
|
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.5 | $5.0M | -2% | 140k | 35.65 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.5 | $5.0M | 9.5k | 520.24 |
|
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| Msci Stock (MSCI) | 0.5 | $4.9M | +37% | 8.1k | 600.04 |
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| Caterpillar Stock (CAT) | 0.5 | $4.8M | NEW | 13k | 362.77 |
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.5 | $4.8M | +131% | 23k | 210.26 |
|
| Chesapeake Utils Corp Stock (CPK) | 0.5 | $4.6M | NEW | 38k | 121.35 |
|
| Marathon Pete Corp Stock (MPC) | 0.5 | $4.6M | NEW | 33k | 139.50 |
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| Adobe Stock (ADBE) | 0.5 | $4.5M | 10k | 444.68 |
|
|
| Enterprise Prods Partners Stock (EPD) | 0.5 | $4.4M | +18% | 141k | 31.36 |
|
| Goldman Sachs Group Stock (GS) | 0.4 | $4.2M | NEW | 7.3k | 572.63 |
|
| Target Corp Stock (TGT) | 0.4 | $4.2M | -23% | 31k | 135.18 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $4.1M | NEW | 38k | 107.57 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.4 | $4.0M | 12k | 342.19 |
|
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| Zoetis Inc Cl A Stock (ZTS) | 0.4 | $4.0M | 24k | 162.93 |
|
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.4 | $3.6M | 62k | 57.53 |
|
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.4 | $3.4M | NEW | 67k | 50.13 |
|
| Tractor Supply Stock (TSCO) | 0.3 | $3.4M | +407% | 63k | 53.06 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.3 | $3.3M | NEW | 31k | 106.55 |
|
| Lam Research Corp Stock (LRCX) | 0.3 | $3.3M | NEW | 46k | 72.23 |
|
| Fortinet Stock (FTNT) | 0.3 | $3.3M | -2% | 35k | 94.48 |
|
| Digital Rlty Tr Reit (DLR) | 0.3 | $3.3M | -3% | 18k | 177.33 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $3.2M | NEW | 7.1k | 453.28 |
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.3 | $3.2M | +26% | 68k | 47.86 |
|
| Abbvie Stock (ABBV) | 0.3 | $3.2M | NEW | 18k | 177.70 |
|
| Paypal Hldgs Stock (PYPL) | 0.3 | $3.1M | 37k | 85.35 |
|
|
| Kla Corp Stock (KLAC) | 0.3 | $3.1M | NEW | 4.9k | 630.18 |
|
| The Cigna Group Stock (CI) | 0.3 | $3.0M | NEW | 11k | 276.14 |
|
| Csx Corp Stock (CSX) | 0.3 | $3.0M | +2% | 95k | 32.27 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $2.7M | NEW | 4.00 | 680920.00 |
|
| Duke Energy Corp Stock (DUK) | 0.3 | $2.6M | +14% | 25k | 107.74 |
|
| Ishares High Yield Muni Income Active Etf Etf (SHYM) | 0.3 | $2.6M | -4% | 114k | 22.66 |
|
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.3 | $2.5M | -4% | 100k | 25.58 |
|
| Illinois Tool Wks Stock (ITW) | 0.3 | $2.5M | NEW | 10k | 253.57 |
|
| Advanced Micro Devices Stock (AMD) | 0.3 | $2.5M | 21k | 120.79 |
|
|
| Allstate Corp Stock (ALL) | 0.3 | $2.5M | NEW | 13k | 192.79 |
|
| Kayne Anderson Energy Infrstr Cef (KYN) | 0.3 | $2.4M | 192k | 12.71 |
|
|
| Phillips 66 Stock (PSX) | 0.3 | $2.4M | -56% | 21k | 113.93 |
|
| Williams Cos Stock (WMB) | 0.2 | $2.4M | 44k | 54.12 |
|
|
| Prologis Reit (PLD) | 0.2 | $2.4M | -33% | 22k | 105.70 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.2 | $2.3M | +43% | 15k | 154.41 |
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.2 | $2.2M | +18% | 43k | 52.16 |
|
| Ss&c Technologies Hldgs Stock (SSNC) | 0.2 | $2.2M | 29k | 75.78 |
|
|
| At&t Stock (T) | 0.2 | $2.2M | -3% | 95k | 22.77 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.2 | $2.1M | +42% | 3.3k | 621.91 |
|
| Verizon Communications Stock (VZ) | 0.2 | $2.0M | 50k | 39.99 |
|
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.2 | $2.0M | -7% | 39k | 50.37 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.9M | 3.2k | 586.24 |
|
|
| Hubbell Stock (HUBB) | 0.2 | $1.9M | 4.5k | 418.90 |
|
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| Yum Brands Stock (YUM) | 0.2 | $1.9M | NEW | 14k | 134.16 |
|
| Ares Capital Corp Cef (ARCC) | 0.2 | $1.9M | 85k | 21.89 |
|
|
| Vanguard Russell 1000 Etf Etf (VONE) | 0.2 | $1.8M | +4% | 6.9k | 266.76 |
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $1.8M | NEW | 2.3k | 772.23 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.2 | $1.7M | 13k | 128.62 |
|
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| Crown Castle Reit (CCI) | 0.2 | $1.7M | -21% | 19k | 90.76 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $1.7M | +37% | 85k | 19.59 |
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| Insulet Corp Stock (PODD) | 0.2 | $1.6M | 6.3k | 261.09 |
|
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| Goosehead Ins Inc Com Cl A Stock (GSHD) | 0.2 | $1.5M | -8% | 14k | 107.23 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $1.5M | NEW | 5.1k | 292.76 |
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| Realty Income Corp Reit (O) | 0.2 | $1.5M | -9% | 28k | 53.41 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $1.5M | +5% | 5.0k | 289.86 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.1 | $1.4M | -7% | 7.7k | 176.68 |
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| Eos Energy Enterprises Inc Com Cl A Stock (EOSE) | 0.1 | $1.3M | NEW | 275k | 4.86 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $1.3M | 7.5k | 178.08 |
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| Morgan Stanley Stock (MS) | 0.1 | $1.3M | NEW | 9.9k | 125.72 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $1.2M | 17k | 74.73 |
|
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| Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) | 0.1 | $1.2M | -3% | 11k | 111.96 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $1.2M | NEW | 2.2k | 521.96 |
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| Fedex Corp Stock (FDX) | 0.1 | $1.1M | NEW | 4.1k | 281.33 |
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| Mckesson Corp Stock (MCK) | 0.1 | $1.1M | NEW | 2.0k | 569.99 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $1.1M | NEW | 5.4k | 201.82 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $1.1M | 14k | 77.27 |
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| Clearwater Analytics Hldgs Inc Cl A Stock (CWAN) | 0.1 | $1.1M | -4% | 39k | 27.52 |
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| Vanguard Russell 2000 Value Etf Etf (VTWV) | 0.1 | $1.1M | +4% | 7.4k | 144.61 |
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| Best Buy Stock (BBY) | 0.1 | $1.1M | -87% | 12k | 85.80 |
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| Invesco Nasdaq Internet Etf Etf (PNQI) | 0.1 | $1.0M | NEW | 23k | 46.69 |
|
| Netflix Stock (NFLX) | 0.1 | $1.0M | NEW | 1.2k | 891.32 |
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| Vanguard Russell 2000 Growth Etf Etf (VTWG) | 0.1 | $1.0M | 4.9k | 210.14 |
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| Union Pac Corp Stock (UNP) | 0.1 | $990k | NEW | 4.3k | 228.04 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $981k | NEW | 3.4k | 289.94 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $966k | -2% | 2.7k | 359.18 |
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| Monolithic Pwr Sys Stock (MPWR) | 0.1 | $958k | -65% | 1.6k | 591.97 |
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| Crane Company Stock (CR) | 0.1 | $958k | -3% | 6.3k | 151.77 |
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| Warby Parker Inc Cl A Stock (WRBY) | 0.1 | $951k | -5% | 39k | 24.21 |
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| Leidos Holdings Stock (LDOS) | 0.1 | $944k | -2% | 6.6k | 144.07 |
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| Qualys Stock (QLYS) | 0.1 | $931k | 6.6k | 140.24 |
|
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.1 | $927k | -2% | 4.4k | 210.47 |
|
| Bank America Corp Stock (BAC) | 0.1 | $919k | NEW | 21k | 43.95 |
|
| Principal Spectrum Preferred Secs Active Etf Etf (PREF) | 0.1 | $906k | 49k | 18.61 |
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| Rtx Corporation Stock (RTX) | 0.1 | $900k | NEW | 7.8k | 115.73 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $853k | 37k | 22.98 |
|
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| Doximity Inc Cl A Stock (DOCS) | 0.1 | $842k | -4% | 16k | 53.39 |
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| Pfizer Stock (PFE) | 0.1 | $841k | NEW | 32k | 26.53 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.1 | $806k | 6.3k | 127.60 |
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| Ati Stock (ATI) | 0.1 | $800k | NEW | 15k | 55.04 |
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| Tjx Cos Stock (TJX) | 0.1 | $778k | NEW | 6.4k | 120.81 |
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| Philip Morris Intl Stock (PM) | 0.1 | $761k | NEW | 6.3k | 120.37 |
|
| Conocophillips Stock (COP) | 0.1 | $748k | NEW | 7.5k | 99.18 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $741k | 3.6k | 207.86 |
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| Hamilton Lane Inc Cl A Stock (HLNE) | 0.1 | $735k | -3% | 5.0k | 148.05 |
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| Exlservice Holdings Stock (EXLS) | 0.1 | $735k | -4% | 17k | 44.38 |
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| Oracle Corp Stock (ORCL) | 0.1 | $709k | NEW | 4.3k | 166.66 |
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| Boeing Stock (BA) | 0.1 | $703k | NEW | 4.0k | 177.00 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $699k | -33% | 9.4k | 74.27 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $690k | -2% | 1.4k | 480.41 |
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| Lithia Mtrs Stock (LAD) | 0.1 | $682k | -2% | 1.9k | 357.55 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $663k | -2% | 11k | 62.31 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $659k | 13k | 51.70 |
|
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| Southern Stock (SO) | 0.1 | $645k | NEW | 7.8k | 82.32 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $644k | +35% | 5.6k | 115.22 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $642k | 7.3k | 88.40 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $640k | 1.1k | 588.75 |
|
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| Arista Networks Stock (ANET) | 0.1 | $636k | NEW | 5.8k | 110.54 |
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| Corcept Therapeutics Stock (CORT) | 0.1 | $625k | NEW | 12k | 50.39 |
|
| Simpson Mfg Stock (SSD) | 0.1 | $624k | -2% | 3.8k | 165.86 |
|
| International Business Machs Stock (IBM) | 0.1 | $610k | NEW | 2.8k | 219.83 |
|
| Royal Caribbean Group Stock (RCL) | 0.1 | $604k | NEW | 2.6k | 230.73 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $603k | 7.0k | 86.02 |
|
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| Booking Holdings Stock (BKNG) | 0.1 | $601k | NEW | 121.00 | 4968.42 |
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| Analog Devices Stock (ADI) | 0.1 | $595k | NEW | 2.8k | 212.49 |
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $593k | -9% | 4.3k | 139.38 |
|
| Motorola Solutions Stock (MSI) | 0.1 | $593k | NEW | 1.3k | 462.23 |
|
| Discover Finl Svcs Stock (DFS) | 0.1 | $592k | NEW | 3.4k | 173.23 |
|
| Hdfc Bank Adr (HDB) | 0.1 | $582k | -7% | 9.1k | 63.86 |
|
| Emerson Elec Stock (EMR) | 0.1 | $580k | NEW | 4.7k | 123.96 |
|
| Deere & Co Stock (DE) | 0.1 | $574k | NEW | 1.4k | 423.87 |
|
| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $564k | 13k | 44.53 |
|
|
| Danaher Corporation Stock (DHR) | 0.1 | $559k | NEW | 2.4k | 229.59 |
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| Aflac Stock (AFL) | 0.1 | $558k | NEW | 5.4k | 103.45 |
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| Tesla Stock (TSLA) | 0.1 | $549k | NEW | 1.4k | 403.88 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $546k | NEW | 2.1k | 263.49 |
|
| Globant S A Stock (GLOB) | 0.1 | $535k | -4% | 2.5k | 214.48 |
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| Grainger W W Stock (GWW) | 0.1 | $522k | NEW | 495.00 | 1054.05 |
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| Merck & Co Stock (MRK) | 0.1 | $516k | NEW | 5.2k | 99.50 |
|
| Paychex Stock (PAYX) | 0.1 | $514k | NEW | 3.7k | 140.22 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $513k | NEW | 2.9k | 175.24 |
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| Ge Aerospace Stock (GE) | 0.1 | $507k | NEW | 3.0k | 166.81 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $487k | NEW | 6.4k | 75.63 |
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| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.1 | $483k | 1.3k | 375.66 |
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|
| Oneok Stock (OKE) | 0.0 | $460k | 4.6k | 100.41 |
|
|
| Ppg Inds Stock (PPG) | 0.0 | $458k | NEW | 3.8k | 119.47 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $448k | NEW | 4.9k | 91.26 |
|
| Disney Walt Stock (DIS) | 0.0 | $446k | NEW | 4.0k | 111.37 |
|
| Diamondback Energy Stock (FANG) | 0.0 | $443k | 2.7k | 163.88 |
|
|
| Citigroup Stock (C) | 0.0 | $437k | NEW | 6.2k | 70.39 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $437k | NEW | 7.3k | 59.74 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $435k | NEW | 611.00 | 712.33 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.0 | $433k | NEW | 1.8k | 242.17 |
|
| Coca Cola Stock (KO) | 0.0 | $428k | NEW | 6.9k | 62.26 |
|
| Unilever Adr (UL) | 0.0 | $428k | 7.5k | 56.71 |
|
|
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.0 | $426k | -11% | 4.6k | 92.60 |
|
| Rockwell Automation Stock (ROK) | 0.0 | $426k | NEW | 1.5k | 285.97 |
|
| Littelfuse Stock (LFUS) | 0.0 | $425k | -3% | 1.8k | 235.73 |
|
| Illumina Stock (ILMN) | 0.0 | $424k | NEW | 3.2k | 133.63 |
|
| Altria Group Stock (MO) | 0.0 | $421k | NEW | 8.1k | 52.30 |
|
| Ishares Core U.s. Reit Etf Etf (USRT) | 0.0 | $419k | -6% | 7.3k | 57.32 |
|
| Huntsman Corp Stock (HUN) | 0.0 | $418k | -8% | 23k | 18.03 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $412k | 1.0k | 401.75 |
|
|
| Progressive Corp Stock (PGR) | 0.0 | $411k | NEW | 1.7k | 239.61 |
|
| American Express Stock (AXP) | 0.0 | $403k | NEW | 1.4k | 296.90 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $402k | 979.00 | 410.78 |
|
|
| Stryker Corporation Stock (SYK) | 0.0 | $398k | NEW | 1.1k | 360.23 |
|
| Eaton Corp Stock (ETN) | 0.0 | $395k | NEW | 1.2k | 331.87 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $388k | -2% | 1.8k | 215.52 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $386k | NEW | 7.3k | 53.05 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $385k | -4% | 2.0k | 195.85 |
|
| Xcel Energy Stock (XEL) | 0.0 | $378k | NEW | 5.6k | 67.52 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $377k | NEW | 4.5k | 84.50 |
|
| Sba Communications Corp New Cl A Reit (SBAC) | 0.0 | $375k | NEW | 1.8k | 203.80 |
|
| Wells Fargo Stock (WFC) | 0.0 | $375k | NEW | 5.3k | 70.25 |
|
| Reliance Stock (RS) | 0.0 | $373k | NEW | 1.4k | 269.27 |
|
| Bayfirst Financial Corp Stock | 0.0 | $371k | NEW | 28k | 13.30 |
|
| Dominion Energy Stock (D) | 0.0 | $362k | NEW | 6.7k | 53.86 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $360k | 8.6k | 41.82 |
|
|
| Carlisle Cos Stock (CSL) | 0.0 | $355k | NEW | 961.00 | 368.84 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $346k | -7% | 1.2k | 287.90 |
|
| Global X Cybersecurity Etf Etf (BUG) | 0.0 | $345k | NEW | 11k | 32.09 |
|
| Sanofi Adr (SNY) | 0.0 | $344k | -6% | 7.1k | 48.23 |
|
| Moodys Corp Stock (MCO) | 0.0 | $342k | NEW | 722.00 | 473.67 |
|
| Unum Group Stock (UNM) | 0.0 | $341k | NEW | 4.7k | 73.03 |
|
| Yum China Hldgs Stock (YUMC) | 0.0 | $336k | NEW | 7.0k | 48.17 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $336k | NEW | 1.6k | 212.52 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $332k | NEW | 4.4k | 75.68 |
|
| Enbridge Stock (ENB) | 0.0 | $323k | NEW | 7.6k | 42.43 |
|
| Paccar Stock (PCAR) | 0.0 | $308k | NEW | 3.0k | 104.05 |
|
| Hercules Capital Cef (HTGC) | 0.0 | $305k | NEW | 15k | 20.09 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $304k | NEW | 2.0k | 149.05 |
|
| Paycom Software Stock (PAYC) | 0.0 | $302k | 1.5k | 205.01 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $299k | NEW | 1.3k | 223.74 |
|
| Williams Sonoma Stock (WSM) | 0.0 | $294k | NEW | 1.6k | 185.27 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $293k | NEW | 3.2k | 92.26 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $290k | NEW | 1.6k | 181.96 |
|
| Southstate Corporation Stock (SSB) | 0.0 | $289k | NEW | 2.9k | 99.48 |
|
| Houlihan Lokey Inc Cl A Stock (HLI) | 0.0 | $288k | -2% | 1.7k | 173.70 |
|
| Watsco Stock (WSO) | 0.0 | $285k | NEW | 602.00 | 473.93 |
|
| Alight Inc Com Cl A Stock (ALIT) | 0.0 | $283k | -2% | 41k | 6.92 |
|
| Netapp Stock (NTAP) | 0.0 | $282k | NEW | 2.4k | 116.08 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $279k | NEW | 692.00 | 402.70 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $274k | 4.7k | 58.93 |
|
|
| Crane Nxt Stock (CXT) | 0.0 | $273k | -2% | 4.7k | 58.22 |
|
| Chart Inds Stock (GTLS) | 0.0 | $273k | NEW | 1.4k | 190.84 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $272k | 1.6k | 169.39 |
|
|
| Cummins Stock (CMI) | 0.0 | $270k | NEW | 773.00 | 348.64 |
|
| Sysco Corp Stock (SYY) | 0.0 | $266k | NEW | 3.5k | 76.46 |
|
| Bwx Technologies Stock (BWXT) | 0.0 | $265k | NEW | 2.4k | 111.39 |
|
| Linde Stock (LIN) | 0.0 | $265k | NEW | 632.00 | 418.76 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $264k | +8% | 999.00 | 264.35 |
|
| Copart Stock (CPRT) | 0.0 | $264k | NEW | 4.6k | 57.39 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $263k | NEW | 2.9k | 89.32 |
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $261k | 3.3k | 80.29 |
|
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $261k | 15k | 17.08 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $260k | NEW | 704.00 | 369.40 |
|
| Ufp Industries Stock (UFPI) | 0.0 | $259k | NEW | 2.3k | 112.65 |
|
| Hanover Ins Group Stock (THG) | 0.0 | $257k | NEW | 1.7k | 154.66 |
|
| Mattel Stock (MAT) | 0.0 | $256k | NEW | 15k | 17.73 |
|
| Incyte Corp Stock (INCY) | 0.0 | $254k | NEW | 3.7k | 69.07 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $252k | NEW | 1.4k | 178.32 |
|
| Ingredion Stock (INGR) | 0.0 | $251k | NEW | 1.8k | 137.56 |
|
| Proshares Ultrapro Qqq Etf (TQQQ) | 0.0 | $251k | 3.2k | 79.15 |
|
|
| Kkr & Co Stock (KKR) | 0.0 | $248k | NEW | 1.7k | 147.91 |
|
| Pool Corp Stock (POOL) | 0.0 | $247k | NEW | 723.00 | 341.24 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $243k | NEW | 714.00 | 340.19 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $242k | 1.0k | 242.13 |
|
|
| First Intst Bancsystem Stock (FIBK) | 0.0 | $242k | NEW | 7.5k | 32.47 |
|
| Columbia Bkg Sys Stock (COLB) | 0.0 | $242k | NEW | 9.0k | 27.01 |
|
| Fiserv Stock (FI) | 0.0 | $242k | NEW | 1.2k | 205.42 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $240k | NEW | 859.00 | 278.94 |
|
| Aci Worldwide Stock (ACIW) | 0.0 | $239k | NEW | 4.6k | 51.91 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $235k | NEW | 3.4k | 69.45 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $235k | NEW | 1.0k | 234.86 |
|
| Hilton Grand Vacations Stock (HGV) | 0.0 | $232k | NEW | 6.0k | 38.95 |
|
| Waters Corp Stock (WAT) | 0.0 | $232k | NEW | 626.00 | 370.98 |
|
| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.0 | $228k | NEW | 6.6k | 34.59 |
|
| Bellring Brands Stock (BRBR) | 0.0 | $227k | NEW | 3.0k | 75.34 |
|
| Mueller Wtr Prods Inc Com Ser A Stock (MWA) | 0.0 | $226k | NEW | 10k | 22.50 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $224k | NEW | 4.4k | 50.52 |
|
| Brown & Brown Stock (BRO) | 0.0 | $223k | NEW | 2.2k | 102.02 |
|
| Regal Rexnord Corporation Stock (RRX) | 0.0 | $218k | NEW | 1.4k | 155.16 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $218k | 1.1k | 207.02 |
|
|
| Hexcel Corp Stock (HXL) | 0.0 | $218k | NEW | 3.5k | 62.70 |
|
| Arcosa Stock (ACA) | 0.0 | $218k | NEW | 2.3k | 96.74 |
|
| Willscot Hldgs Corp Com Cl A Stock (WSC) | 0.0 | $216k | NEW | 6.5k | 33.45 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $216k | NEW | 7.8k | 27.87 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $216k | 1.2k | 185.23 |
|
|
| Cencora Stock (COR) | 0.0 | $216k | NEW | 959.00 | 224.68 |
|
| Valmont Inds Stock (VMI) | 0.0 | $214k | NEW | 699.00 | 306.67 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $213k | NEW | 1.6k | 131.04 |
|
| Ge Vernova Stock (GEV) | 0.0 | $213k | NEW | 646.00 | 328.93 |
|
| Victory Cap Hldgs Inc Com Cl A Stock (VCTR) | 0.0 | $211k | NEW | 3.2k | 65.46 |
|
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $209k | NEW | 899.00 | 232.70 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $207k | -12% | 1.3k | 164.24 |
|
| Verisk Analytics Stock (VRSK) | 0.0 | $203k | NEW | 737.00 | 275.60 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $202k | NEW | 1.6k | 126.15 |
|
| British Amern Tob Adr (BTI) | 0.0 | $201k | -2% | 5.5k | 36.33 |
|
| Knowles Corp Stock (KN) | 0.0 | $201k | NEW | 10k | 19.93 |
|
| Bassett Furniture Inds Stock (BSET) | 0.0 | $180k | NEW | 13k | 13.83 |
|
| Keycorp Stock (KEY) | 0.0 | $177k | NEW | 10k | 17.14 |
|
| Veren Stock (VRN) | 0.0 | $168k | NEW | 33k | 5.14 |
|
| Ford Mtr Stock (F) | 0.0 | $157k | NEW | 16k | 9.90 |
|
| Amcor Plc Ord Stock (AMCR) | 0.0 | $121k | NEW | 13k | 9.41 |
|
| Blackrock Res & Commodities St Cef (BCX) | 0.0 | $87k | -5% | 10k | 8.54 |
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $79k | NEW | 14k | 5.89 |
|
| Credit Suisse High Yield Bd Fd Sh Ben Int Cef (DHY) | 0.0 | $31k | 15k | 2.14 |
|
|
| Nerdy Inc Cl A Stock (NRDY) | 0.0 | $18k | NEW | 11k | 1.62 |
|
| Akamai Technologies Inc 0.125 05/01/2025 Convertible | 0.0 | $13k | 12k | 1.06 |
|
Past Filings by FourThought Financial Partners
SEC 13F filings are viewable for FourThought Financial Partners going back to 2022
- 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