FourThought Financial Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), FourThought Financial Partners, LLC reported 329 stock positions worth $872.7 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 3.5%) and Broadcom (AVGO, 2.5%). Compared with Q4 2023, it opened 28 new positions, sold out of 24, added to 143 and reduced 123. The biggest buy was Chevron (CVX, shares +59%) and the biggest sale Home Depot (HD, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $872.7M (Q1 2024)
- SEC Filing
- 0001765380-24-000212 ↗ filed May 14, 2024
Holdings Value
Holdings 329 stocks · $872.7M
| MSFT Microsoft Corp. | 5.14% | 106,589 | $44.8M | Add +0.5% |
| AAPL Apple Inc. | 3.50% | 177,904 | $30.5M | Add +0.7% |
| AVGO Broadcom Inc. | 2.47% | 16,293 | $21.6M | Reduce -3.5% |
| NEE Nextera Energy Inc. | 2.44% | 333,616 | $21.3M | Add +38.7% |
| LRCX Lam Research Corp. | 2.17% | 19,463 | $18.9M | Reduce -2.8% |
| AMT American Tower Corp. | 2.12% | 93,562 | $18.5M | Add +4.9% |
| V Visa Inc. Class A | 1.87% | 58,408 | $16.3M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.86% | 80,923 | $16.2M | Add +1.1% |
| CVX Chevron Corp. | 1.85% | 102,432 | $16.2M | Add +58.6% |
| CMCSA Comcast Corp. Class A | 1.85% | 371,822 | $16.1M | Add +31.5% |
| ABT Abbott Laboratories | 1.84% | 141,382 | $16.1M | Add +3.4% |
| LOW Lowe's Cos Inc. | 1.74% | 59,675 | $15.2M | Add +2.3% |
| LMT Lockheed Martin Corp. | 1.61% | 30,831 | $14.0M | Reduce -6.5% |
| MDT Medtronic PLC | 1.55% | 155,424 | $13.5M | Add +11.7% |
| PEP Pepsico Inc. | 1.55% | 77,226 | $13.5M | Add +0.4% |
| NVDA Nvidia Corp. | 1.54% | 14,898 | $13.5M | Reduce -8.8% |
| TXN Texas Instruments Inc. | 1.45% | 72,803 | $12.7M | Add +5.3% |
| AMZN Amazon.com Inc. | 1.44% | 69,841 | $12.6M | Reduce -1.5% |
| BLK BlackRock Finance Inc. | 1.43% | 15,014 | $12.5M | Add +1.0% |
| QCOM Qualcomm Inc. | 1.43% | 73,660 | $12.5M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 1.38% | 25,141 | $12.1M | Add +11.9% |
| APD Air Products & Chemicals Inc. | 1.34% | 48,150 | $11.7M | Add +18.6% |
| ACN Accenture PLC Class A | 1.30% | 32,638 | $11.3M | Add +4.4% |
| CB Chubb Ltd. | 1.20% | 40,265 | $10.4M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.16% | 13,794 | $10.1M | Reduce -31.1% |
| HD Home Depot Inc. | 1.08% | 24,534 | $9.4M | Reduce -36.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.05% | 9,447 | $9.2M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 1.02% | 59,216 | $8.9M | Reduce -0.7% |
| AMGN Amgen Inc. | 1.01% | 31,001 | $8.8M | Reduce -2.5% |
| NOC Northrop Grumman Corp. | 0.99% | 18,016 | $8.6M | Add +3.7% |
| UNH Unitedhealth Group Inc. | 0.96% | 16,994 | $8.4M | Add +7.1% |
| CSCO Cisco Systems Inc. | 0.96% | 167,242 | $8.3M | Add +3.9% |
| JNJ Johnson & Johnson | 0.89% | 49,156 | $7.8M | Add +4.1% |
| PSX Phillips 66 | 0.89% | 47,297 | $7.7M | Reduce -44.2% |
| SWKS Skyworks Solutions Inc. | 0.87% | 70,264 | $7.6M | Add +13.5% |
| BBY Best Buy Co. Inc. | 0.87% | 92,534 | $7.6M | Add +14.6% |
| NOW ServiceNow Inc. | 0.85% | 9,729 | $7.4M | Reduce -0.0% |
| MPC Marathon Petroleum Corp. | 0.83% | 35,993 | $7.3M | Reduce -1.1% |
| CRM Salesforce Inc. | 0.82% | 23,902 | $7.2M | Reduce -5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.80% | 51,229 | $7.0M | Add +2.3% |
| AMAT Applied Materials Inc. | 0.80% | 33,715 | $7.0M | Reduce -22.2% |
| TGT Target Corp. | 0.76% | 37,360 | $6.6M | Add +8.4% |
| PG The Procter & Gamble Co. | 0.76% | 40,650 | $6.6M | Add +1.4% |
| HON Honeywell International Inc. | 0.73% | 31,241 | $6.4M | Add +7.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.69% | 88,743 | $6.0M | Add +46.9% |
| INTU Intuit Inc. | 0.62% | 8,385 | $5.5M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 9,301 | $5.4M | Reduce -1.2% |
| ADSK Autodesk Inc. | 0.62% | 20,632 | $5.4M | Reduce -3.4% |
| DGRO iShares Core Dividend Growth | 0.61% | 92,386 | $5.4M | Reduce -24.5% |
| BMY Bristol-Myers Squibb Co. | 0.61% | 97,388 | $5.3M | Add +27.3% |
| MA Mastercard Inc. Class A | 0.60% | 10,912 | $5.3M | Reduce -1.3% |
| EMLP First Trust North American E | 0.59% | 174,931 | $5.2M | Add +10.9% |
| PYPL PayPal Holdings Inc. | 0.56% | 73,011 | $4.9M | Add +46.8% |
| CAT Caterpillar Inc. | 0.56% | 13,237 | $4.9M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 10,901 | $4.8M | Add +6.7% |
| ADBE Adobe Inc. | 0.53% | 9,129 | $4.6M | Reduce -0.0% |
| MELI MercadoLibre Inc. | 0.51% | 2,949 | $4.5M | Reduce -0.9% |
| VONG Vanguard Russell 1000 Growth | 0.48% | 48,605 | $4.2M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.47% | 26,821 | $4.1M | Reduce -3.3% |
| ALGN Align Technology Inc. | 0.45% | 12,060 | $4.0M | Reduce -5.3% |
| WMT Walmart Inc. | 0.42% | 60,752 | $3.7M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.41% | 30,810 | $3.6M | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 11,111 | $3.6M | Reduce -40.4% |
| AMD Advanced Micro Devices | 0.40% | 19,427 | $3.5M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.39% | 8,052 | $3.4M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.38% | 18,205 | $3.3M | Reduce -0.3% |
| MPWR Monolithic Power Systems Inc. | 0.38% | 4,864 | $3.3M | Reduce -0.7% |
| NKE Nike Inc. Class B | 0.37% | 34,563 | $3.2M | Add +2.6% |
| CSX CSX Corp. | 0.36% | 85,554 | $3.2M | Add +1.7% |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 54,046 | $3.1M | Add +229.6% |
| TSCO Tractor Supply Company | 0.35% | 11,800 | $3.1M | Add +8.7% |
| VZ Verizon Communications Inc. | 0.35% | 73,449 | $3.1M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 7,271 | $3.1M | Reduce -0.8% |
| VONV Vanguard Russell 1000 Value | 0.35% | 38,847 | $3.1M | Add +32.2% |
| NDAQ Nasdaq Inc. | 0.35% | 48,278 | $3.0M | Add +11.5% |
| ITW Illinois Tool Works | 0.32% | 10,504 | $2.8M | Reduce -4.1% |
| PLD Prologis Inc. | 0.32% | 21,526 | $2.8M | Add +2.3% |
| EPD Enterprise Products Partners | 0.32% | 95,858 | $2.8M | Add +3.3% |
| AGG iShares Core U.S. Aggregate | 0.32% | 28,434 | $2.8M | Add +5.9% |
| META Meta Platforms Inc. Class A | 0.31% | 5,583 | $2.7M | Add +7.2% |
| DLR Digital Realty Trust Inc. | 0.31% | 18,677 | $2.7M | Reduce -2.8% |
| ZTS Zoetis Inc. | 0.31% | 15,886 | $2.7M | Add +4.3% |
| MSCI MSCI Inc. | 0.30% | 4,614 | $2.6M | Add +20.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 4 | $2.5M | No change |
| ILMN Illumina Inc. | 0.28% | 18,073 | $2.5M | Add +4.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.28% | 96,279 | $2.5M | New |
| SHYM iShares Short Duration High | 0.28% | 109,516 | $2.5M | New |
| O Realty Income Corp. | 0.28% | 44,860 | $2.4M | Add +7.5% |
| KYN Kayne Anderson Energy Infra | 0.27% | 236,589 | $2.4M | Add +2.6% |
| ALL Allstate Corp. | 0.26% | 13,045 | $2.3M | No change |
| JPST JPMorgan Ultra-Short Income | 0.26% | 44,503 | $2.2M | Reduce -9.7% |
| FTNT Fortinet Inc. | 0.25% | 32,219 | $2.2M | Add +39.6% |
| SNOW Snowflake Inc. | 0.24% | 13,075 | $2.1M | Add +0.9% |
| T AT&T Inc. | 0.24% | 118,420 | $2.1M | Add +2.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 38,196 | $2.0M | Reduce -7.2% |
| DUK Duke Energy Corp. | 0.23% | 20,449 | $2.0M | Add +0.6% |
| YUM Yum! Brands Inc. | 0.22% | 13,931 | $1.9M | No change |
| CCI Crown Castle Inc. | 0.22% | 17,749 | $1.9M | Add +0.2% |
| SSNC Ss&c Technologies Holdings | 0.21% | 29,007 | $1.9M | Reduce -1.9% |
| HUBB Hubbell Inc. | 0.21% | 4,442 | $1.8M | Add +5.5% |
Portfolio Sells Q4 2023 → Q1 2024
| HD Home Depot Inc. | Reduce -36.0% | 1.08% | −0.59 |
| PSX Phillips 66 | Reduce -44.2% | 0.89% | −0.53 |
| COST Costco Wholesale Corp. | Reduce -31.1% | 1.16% | −0.50 |
| LMT Lockheed Martin Corp. | Reduce -6.5% | 1.61% | −0.27 |
| DGRO iShares Core Dividend Growth | Reduce -24.5% | 0.61% | −0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.4% | 0.41% | −0.19 |
| DAVA Endava PLC- Spon ADR | Sold out | 0.00% | −0.16 |
| BLW BlackRock Ltd. Durat Inc. TR | Sold out | 0.00% | −0.16 |
| ADBE Adobe Inc. | Reduce -0.0% | 0.53% | −0.16 |
| XRNPX Cohen & Steers REIT and Pref | Sold out | 0.00% | −0.15 |
| AMGN Amgen Inc. | Reduce -2.5% | 1.01% | −0.14 |
| BCX BlackRock Resources & Commod | Sold out | 0.00% | −0.13 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.10 |
| AIF Apollo Tactical Income Fund | Sold out | 0.00% | −0.09 |
| BGB Blackstone Strategic Credit | Sold out | 0.00% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -22.2% | 0.80% | −0.08 |
| AVK Advent Convert & Income | Sold out | 0.00% | −0.08 |
| MELI MercadoLibre Inc. | Reduce -0.9% | 0.51% | −0.08 |
| WSM Williams-Sonoma Inc. | Reduce -79.4% | 0.02% | −0.06 |
| V Visa Inc. Class A | Reduce -0.8% | 1.87% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.7% | 0.26% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -2.2% | 0.62% | −0.05 |
| NXST Nexstar Media Group Inc. | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.04 |
| PGTI PGT Innovations Inc. | Sold out | 0.00% | −0.04 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.04 |
| ADSK Autodesk Inc. | Reduce -3.4% | 0.62% | −0.04 |
| ITW Illinois Tool Works | Reduce -4.1% | 0.32% | −0.04 |
| MGRC McGrath Rentcorp | Sold out | 0.00% | −0.04 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -8.5% | 0.08% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.2% | 0.23% | −0.03 |
| COLB Columbia Banking System Inc. | Sold out | 0.00% | −0.03 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.03 |
| ATI Ati Inc. | Reduce -24.8% | 0.10% | −0.03 |
| MMM 3M Co. | Sold out | 0.00% | −0.03 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.0% | 0.17% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.03 |
| FIBK First Interstate Bancsys-A | Sold out | 0.00% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -39.0% | 0.06% | −0.03 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.03 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.47% | −0.02 |
| EXP Eagle Materials Inc. | Reduce -47.0% | 0.04% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 1.02% | −0.02 |
| HLNE Hamilton Lane Inc. Class A | Reduce -3.6% | 0.13% | −0.02 |
| PPG PPG Industries Inc. | Reduce -4.3% | 0.10% | −0.02 |
| ENB Enbridge Inc. | Reduce -28.8% | 0.03% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| CVX Chevron Corp. | Add +58.6% | 1.85% | +0.64 |
| NEE Nextera Energy Inc. | Add +38.7% | 2.44% | +0.61 |
| CMCSA Comcast Corp. Class A | Add +31.5% | 1.85% | +0.29 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.28% | +0.28 |
| SHYM iShares Short Duration High | New | 0.28% | +0.28 |
| JEPI JPMorgan Equity Premium Inco | Add +229.6% | 0.36% | +0.25 |
| AZN Astrazeneca PLC-Spons ADR | Add +46.9% | 0.69% | +0.18 |
| PYPL PayPal Holdings Inc. | Add +46.8% | 0.56% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +11.9% | 1.38% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.86% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.3% | 0.80% | +0.15 |
| TGT Target Corp. | Add +8.4% | 0.76% | +0.14 |
| MSFT Microsoft Corp. | Add +0.5% | 5.14% | +0.14 |
| LOW Lowe's Cos Inc. | Add +2.3% | 1.74% | +0.11 |
| MDT Medtronic PLC | Add +11.7% | 1.55% | +0.11 |
| BMY Bristol-Myers Squibb Co. | Add +27.3% | 0.61% | +0.11 |
| XPEL Xpel Inc. | New | 0.11% | +0.11 |
| EXLS Exlservice Holdings Inc. | New | 0.11% | +0.11 |
| FTNT Fortinet Inc. | Add +39.6% | 0.25% | +0.08 |
| VONV Vanguard Russell 1000 Value | Add +32.2% | 0.35% | +0.08 |
| CWAN Clearwater Analytics HDS-A | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +7.2% | 0.31% | +0.08 |
| BBY Best Buy Co. Inc. | Add +14.6% | 0.87% | +0.08 |
| CAT Caterpillar Inc. | Add +0.1% | 0.56% | +0.07 |
| TSCO Tractor Supply Company | Add +8.7% | 0.35% | +0.06 |
| EMLP First Trust North American E | Add +10.9% | 0.59% | +0.04 |
| SMH Vaneck Semiconductor ETF | New | 0.04% | +0.04 |
| TQQQ Proshares Ultrapro QQQ | New | 0.04% | +0.04 |
| HUBB Hubbell Inc. | Add +5.5% | 0.21% | +0.04 |
| NDAQ Nasdaq Inc. | Add +11.5% | 0.35% | +0.03 |
| MSI Motorola Solutions Inc. | Add +76.0% | 0.07% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +25.9% | 0.10% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.7% | 0.55% | +0.03 |
| PAYC Paycom Software Inc. | New | 0.03% | +0.03 |
| SITE Siteone Landscape Supply Inc. | New | 0.03% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| BWXT BWX Technologies Inc. | New | 0.03% | +0.03 |
| FOXF Fox Factory Holding Corp. | Add +103.7% | 0.09% | +0.03 |
| HDB HDFC Bank Ltd.-ADR | Add +152.9% | 0.06% | +0.03 |
| EME Emcor Group Inc. | New | 0.03% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| RRX Regal Rexnord Corp. | New | 0.03% | +0.03 |
| BRO Brown & Brown Inc. | New | 0.03% | +0.03 |
| COF Capital One Financial Corp. | New | 0.03% | +0.03 |
| PAYX Paychex Inc. | Add +84.1% | 0.06% | +0.03 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.41% | +0.03 |
| MSCI MSCI Inc. | Add +20.7% | 0.30% | +0.03 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| SHW The Sherwin-Williams Co. | New | 0.02% | +0.02 |
| AON Aon PLC Class A | Add +23.2% | 0.11% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $1.3B | AVGO, MSFT, KLAC, NVDA, VOO |
| Q1 2026 | 384 | $1.2B | MSFT, AVGO, NVDA, CVX, VOO |
| Q4 2025 | 504 | $1.2B | MSFT, AVGO, NVDA, AAPL, VOO |
| Q3 2025 | 505 | $1.1B | MSFT, AVGO, NVDA, AMT, AAPL |
| Q2 2025 | 302 | $1.0B | MSFT, AVGO, NVDA, AMT, JPM |
| Q1 2025 | 318 | $955.6M | MSFT, AAPL, AMT, AVGO, NEE |
| Q4 2024 | 318 | $962.7M | MSFT, AVGO, AAPL, VONV, NVDA |
| Q3 2024 | 174 | $843.0M | MSFT, AAPL, NEE, AMT, AVGO |
| Q2 2024 | 178 | $777.3M | MSFT, AAPL, AVGO, NEE, AMT |
| Q1 2024 | 329 | $872.7M | MSFT, AAPL, AVGO, NEE, LRCX |