4WEALTH Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), 4WEALTH Advisors, Inc. reported 141 stock positions worth $97.8 million. Its top holding was Monarch Procap Index ETF (MPRO) at 4.4% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 3.7%) and Apple (AAPL, 2.9%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0002056676
- Portfolio Value
- $97.8M (Q4 2024)
- SEC Filing
- 0001941040-25-000166 ↗ filed Feb 14, 2025
Holdings Value
Holdings 141 stocks · $97.8M
| MPRO Monarch Procap Index ETF | 4.36% | 148,991 | $4.3M | — |
| JEPI JPMorgan Equity Premium Inco | 3.68% | 62,551 | $3.6M | — |
| AAPL Apple Inc. | 2.92% | 11,401 | $2.9M | — |
| GOVT iShares US Treasury Bond ETF | 2.71% | 115,124 | $2.6M | — |
| VGSH Vanguard Short-Term Treasury | 2.64% | 44,306 | $2.6M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.53% | 43,966 | $2.5M | — |
| NVDA Nvidia Corp. | 2.37% | 17,266 | $2.3M | — |
| VCIT Vanguard Int-Term Corporate | 2.19% | 26,647 | $2.1M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 2.10% | 26,313 | $2.1M | — |
| SGOV iShares 0-3 Month Treasury B | 2.07% | 20,165 | $2.0M | — |
| MSFT Microsoft Corp. | 1.76% | 4,078 | $1.7M | — |
| JNJ Johnson & Johnson | 1.65% | 11,133 | $1.6M | — |
| AGG iShares Core U.S. Aggregate | 1.62% | 16,362 | $1.6M | — |
| NOBL Proshares S&P 500 Dividend A | 1.58% | 15,510 | $1.5M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.43% | 15,310 | $1.4M | — |
| XLV SS Health Care Select Sector | 1.43% | 10,132 | $1.4M | — |
| WMT Walmart Inc. | 1.41% | 15,306 | $1.4M | — |
| V Visa Inc. Class A | 1.41% | 4,363 | $1.4M | — |
| AMZN Amazon.com Inc. | 1.33% | 5,926 | $1.3M | — |
| TLT iShares 20+ Year Treasury BD | 1.27% | 14,211 | $1.2M | — |
| TSLA Tesla Inc. | 1.18% | 2,850 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 2,441 | $1.1M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.12% | 21,777 | $1.1M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.98% | 18,807 | $954K | — |
| BA The Boeing Co. | 0.96% | 5,308 | $940K | — |
| MCD McDonald's Corp. | 0.91% | 3,058 | $886K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.88% | 1,676 | $857K | — |
| ISRG Intuitive Surgical Inc. | 0.87% | 1,624 | $848K | — |
| FITB Fifth Third Bancorp | 0.86% | 19,818 | $838K | — |
| XLP SS Consumer Staples Sel Sect | 0.85% | 10,630 | $836K | — |
| XLI SS Industrial Select Sector | 0.84% | 6,264 | $825K | — |
| GOOG Alphabet Inc. Class C | 0.81% | 4,167 | $794K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.80% | 23,824 | $780K | — |
| CLMB Climb Global Solutions Inc. | 0.77% | 5,904 | $748K | — |
| WWW Wolverine World Wide Inc. | 0.75% | 32,950 | $731K | — |
| META Meta Platforms Inc. Class A | 0.75% | 1,247 | $730K | — |
| GOOGL Alphabet Inc. Class A | 0.74% | 3,832 | $725K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.74% | 8,200 | $721K | — |
| GDX Vaneck Gold Miners ETF | 0.72% | 20,869 | $708K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.71% | 13,619 | $696K | — |
| PEP Pepsico Inc. | 0.71% | 4,573 | $695K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.67% | 11,381 | $653K | — |
| QCOM Qualcomm Inc. | 0.64% | 4,091 | $629K | — |
| JBBB Janus Henderson B-BBB Clo Et | 0.64% | 12,687 | $624K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.63% | 2,214 | $620K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 1,056 | $619K | — |
| AVGO Broadcom Inc. | 0.63% | 2,666 | $618K | — |
| AMAT Applied Materials Inc. | 0.63% | 3,759 | $611K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.62% | 6,996 | $610K | — |
| JPM JPMorgan Chase & Co. | 0.62% | 2,514 | $603K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.61% | 8,653 | $597K | — |
| ABBV Abbvie Inc. | 0.60% | 3,329 | $592K | — |
| ABT Abbott Laboratories | 0.59% | 5,103 | $577K | — |
| FLNT Fluent Inc. | 0.59% | 228,640 | $576K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.58% | 5,110 | $569K | — |
| STNG Scorpio Tankers Inc. | 0.58% | 11,367 | $565K | — |
| LLY Eli Lilly & Co. | 0.55% | 698 | $539K | — |
| ELF Elf Beauty Inc. | 0.55% | 4,265 | $535K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 1,304 | $535K | — |
| PG The Procter & Gamble Co. | 0.55% | 3,184 | $534K | — |
| GLDM SPDR Gold Minishares Trust | 0.55% | 10,258 | $533K | — |
| HD Home Depot Inc. | 0.54% | 1,361 | $529K | — |
| XLE SS Energy Select Sector | 0.54% | 6,131 | $525K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.53% | 2,375 | $522K | — |
| STZ Constellation Brands Inc. Class A | 0.53% | 2,356 | $521K | — |
| FVD First Trust Value Line DVD | 0.53% | 11,810 | $515K | — |
| ULTA Ulta Beauty Inc. | 0.52% | 1,177 | $512K | — |
| XOM Exxon Mobil Corp. | 0.52% | 4,758 | $512K | — |
| SCHD Schwab US DVD Equity ETF | 0.51% | 18,369 | $502K | — |
| CSCO Cisco Systems Inc. | 0.51% | 8,346 | $494K | — |
| CW Curtiss-Wright Corp. | 0.49% | 1,361 | $483K | — |
| GT Goodyear Tire & Rubber Co. | 0.49% | 53,015 | $477K | — |
| IAU iShares Gold Trust | 0.48% | 9,464 | $469K | — |
| CRM Salesforce Inc. | 0.46% | 1,356 | $453K | — |
| TDV Proshares S&P Tech DVD Arist | 0.46% | 5,959 | $450K | — |
| MMM 3M Co. | 0.45% | 3,400 | $439K | — |
| CVX Chevron Corp. | 0.44% | 2,988 | $433K | — |
| AMD Advanced Micro Devices | 0.43% | 3,510 | $424K | — |
| TMUS T-Mobile US Inc. | 0.42% | 1,877 | $414K | — |
| GS Goldman Sachs Group Inc. | 0.42% | 720 | $412K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 11,849 | $404K | — |
| VZ Verizon Communications Inc. | 0.41% | 10,053 | $402K | — |
| CMT Core Molding Technologies Inc. | 0.41% | 24,112 | $399K | — |
| CAT Caterpillar Inc. | 0.40% | 1,078 | $391K | — |
| ALNT Allient Inc. | 0.40% | 16,085 | $391K | — |
| BORR Borr Drilling Ltd. | 0.39% | 98,695 | $385K | — |
| HON Honeywell International Inc. | 0.39% | 1,689 | $382K | — |
| MA Mastercard Inc. Class A | 0.38% | 709 | $373K | — |
| FANG Diamondback Energy Inc. | 0.37% | 2,232 | $366K | — |
| HSII Heidrick & Struggles Intl | 0.37% | 8,245 | $365K | — |
| CEG Constellation Energy | 0.37% | 1,619 | $362K | — |
| INTU Intuit Inc. | 0.37% | 574 | $361K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 4,713 | $357K | — |
| SPTN Spartannash Co. | 0.36% | 19,300 | $354K | — |
| SO The Southern Co. | 0.36% | 4,232 | $348K | — |
| GM General Motors Co. | 0.35% | 6,486 | $346K | — |
| TRV The Travelers Cos Inc. | 0.35% | 1,432 | $345K | — |
| GD General Dynamics Corp. | 0.35% | 1,293 | $341K | — |
| NKE Nike Inc. Class B | 0.34% | 4,447 | $337K | — |
| SPEM State Street SP PTF Em ETF | 0.34% | 8,698 | $334K | — |
Options reported separately and not counted above: SPY puts ($1.5M), QQQ puts ($511K).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 151 | $130.3M | BIL, MPRO, JEPI, NVDA, VGSH |
| Q1 2026 | 142 | $117.0M | MPRO, JEPI, BIL, NVDA, VGSH |
| Q4 2025 | 142 | $115.5M | JEPI, MPRO, NVDA, JEPQ, VGSH |
| Q3 2025 | 133 | $108.2M | JEPI, MPRO, NVDA, VGSH, JEPQ |
| Q2 2025 | 129 | $96.2M | MPRO, JEPI, NVDA, VGSH, VCIT |
| Q1 2025 | 123 | $90.3M | MPRO, JEPI, VGSH, GOVT, VCIT |
| Q4 2024 | 141 | $97.8M | MPRO, JEPI, AAPL, GOVT, VGSH |