FourThought Financial Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), FourThought Financial Partners, LLC reported 178 stock positions worth $777.3 million. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Apple (AAPL, 4.7%) and Broadcom (AVGO, 3.2%). Compared with Q1 2024, it opened 6 new positions, sold out of 157, added to 111 and reduced 47. The biggest buy was American Tower (AMT, shares +24%) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $777.3M (Q2 2024)
- SEC Filing
- 0001765380-24-000330 ↗ filed Aug 13, 2024
Holdings Value
Holdings 178 stocks · $777.3M
| MSFT Microsoft Corp. | 6.05% | 105,236 | $47.0M | Reduce -1.3% |
| AAPL Apple Inc. | 4.72% | 174,096 | $36.7M | Reduce -2.1% |
| AVGO Broadcom Inc. | 3.21% | 15,531 | $24.9M | Reduce -4.7% |
| NEE Nextera Energy Inc. | 3.03% | 332,290 | $23.5M | Reduce -0.4% |
| AMT American Tower Corp. | 2.91% | 116,209 | $22.6M | Add +24.2% |
| NVDA Nvidia Corp. | 2.36% | 148,378 | $18.3M | Reduce -0.4% |
| CVX Chevron Corp. | 2.33% | 115,749 | $18.1M | Add +13.0% |
| JPM JPMorgan Chase & Co. | 2.10% | 80,697 | $16.3M | Reduce -0.3% |
| V Visa Inc. Class A | 2.07% | 61,351 | $16.1M | Add +5.0% |
| APD Air Products & Chemicals Inc. | 2.01% | 60,450 | $15.6M | Add +25.6% |
| ABT Abbott Laboratories | 1.99% | 148,904 | $15.5M | Add +5.3% |
| CMCSA Comcast Corp. Class A | 1.93% | 383,088 | $15.0M | Add +3.0% |
| LMT Lockheed Martin Corp. | 1.86% | 30,882 | $14.4M | Add +0.2% |
| TXN Texas Instruments Inc. | 1.83% | 73,134 | $14.2M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.77% | 71,118 | $13.7M | Add +1.8% |
| LOW Lowe's Cos Inc. | 1.73% | 60,895 | $13.4M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 1.71% | 26,613 | $13.3M | Add +5.8% |
| MDT Medtronic PLC | 1.68% | 166,063 | $13.1M | Add +6.8% |
| BLK BlackRock Finance Inc. | 1.53% | 15,119 | $11.9M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.49% | 13,640 | $11.6M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.39% | 59,509 | $10.8M | Add +0.5% |
| ACN Accenture PLC Class A | 1.37% | 35,036 | $10.6M | Add +7.3% |
| CB Chubb Ltd. | 1.34% | 40,915 | $10.4M | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.26% | 9,565 | $9.8M | Add +1.3% |
| AMGN Amgen Inc. | 1.24% | 30,873 | $9.6M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 1.24% | 48,299 | $9.6M | Reduce -34.4% |
| UNH Unitedhealth Group Inc. | 1.18% | 17,939 | $9.1M | Add +5.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.14% | 51,066 | $8.9M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 1.06% | 173,550 | $8.2M | Add +3.8% |
| NOC Northrop Grumman Corp. | 1.05% | 18,787 | $8.2M | Add +4.3% |
| NOW ServiceNow Inc. | 1.04% | 10,305 | $8.1M | Add +5.9% |
| HD Home Depot Inc. | 1.04% | 23,405 | $8.1M | Reduce -4.6% |
| DGRO iShares Core Dividend Growth | 1.03% | 139,395 | $8.0M | Add +50.9% |
| AMAT Applied Materials Inc. | 1.03% | 33,768 | $8.0M | Add +0.2% |
| BBY Best Buy Co. Inc. | 1.02% | 93,646 | $7.9M | Add +1.2% |
| SWKS Skyworks Solutions Inc. | 1.01% | 73,665 | $7.9M | Add +4.8% |
| JNJ Johnson & Johnson | 0.94% | 50,101 | $7.3M | Add +1.9% |
| HON Honeywell International Inc. | 0.91% | 33,278 | $7.1M | Add +6.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.89% | 88,858 | $6.9M | Add +0.1% |
| PSX Phillips 66 | 0.86% | 47,565 | $6.7M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.86% | 40,439 | $6.7M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.86% | 25,857 | $6.6M | Add +8.2% |
| VONG Vanguard Russell 1000 Growth | 0.78% | 64,516 | $6.1M | Add +32.7% |
| TGT Target Corp. | 0.73% | 38,559 | $5.7M | Add +3.2% |
| ADBE Adobe Inc. | 0.71% | 9,971 | $5.5M | Add +9.2% |
| INTU Intuit Inc. | 0.70% | 8,258 | $5.4M | Reduce -1.5% |
| EMLP First Trust North American E | 0.70% | 177,997 | $5.4M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 11,183 | $5.4M | Add +2.6% |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 9,450 | $5.2M | Add +1.6% |
| MELI MercadoLibre Inc. | 0.64% | 3,040 | $5.0M | Add +3.1% |
| GOOG Alphabet Inc. Class C | 0.64% | 26,932 | $4.9M | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.63% | 9,774 | $4.9M | Add +75.1% |
| MA Mastercard Inc. Class A | 0.63% | 11,052 | $4.9M | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.62% | 116,509 | $4.8M | Add +19.6% |
| CME Cme Group Inc. | 0.59% | 23,284 | $4.6M | New |
| VONV Vanguard Russell 1000 Value | 0.57% | 57,451 | $4.4M | Add +47.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 11,286 | $4.3M | Add +1.6% |
| ZTS Zoetis Inc. | 0.54% | 24,177 | $4.2M | Add +52.2% |
| MPWR Monolithic Power Systems Inc. | 0.51% | 4,781 | $3.9M | Reduce -1.7% |
| PLD Prologis Inc. | 0.47% | 32,541 | $3.7M | Add +51.2% |
| JEPI JPMorgan Equity Premium Inco | 0.44% | 60,877 | $3.5M | Add +12.6% |
| AMD Advanced Micro Devices | 0.42% | 20,062 | $3.3M | Add +3.3% |
| TSCO Tractor Supply Company | 0.42% | 12,044 | $3.3M | Add +2.1% |
| EPD Enterprise Products Partners | 0.41% | 108,984 | $3.2M | Add +13.7% |
| NDAQ Nasdaq Inc. | 0.41% | 52,258 | $3.1M | Add +8.2% |
| CSX CSX Corp. | 0.39% | 90,116 | $3.0M | Add +5.3% |
| AGG iShares Core U.S. Aggregate | 0.39% | 30,958 | $3.0M | Add +8.9% |
| ALGN Align Technology Inc. | 0.38% | 12,379 | $3.0M | Add +2.6% |
| DLR Digital Realty Trust Inc. | 0.38% | 19,394 | $2.9M | Add +3.8% |
| VZ Verizon Communications Inc. | 0.37% | 69,971 | $2.9M | Reduce -4.7% |
| MSCI MSCI Inc. | 0.34% | 5,511 | $2.7M | Add +19.4% |
| SHYM iShares Short Duration High | 0.31% | 107,797 | $2.4M | Reduce -1.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.31% | 93,917 | $2.4M | Reduce -2.5% |
| KYN Kayne Anderson Energy Infra | 0.30% | 228,984 | $2.4M | Reduce -3.2% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 45,290 | $2.3M | Add +1.8% |
| T AT&T Inc. | 0.29% | 116,038 | $2.2M | Reduce -2.0% |
| DUK Duke Energy Corp. | 0.27% | 21,193 | $2.1M | Add +3.6% |
| PYPL PayPal Holdings Inc. | 0.27% | 36,462 | $2.1M | Reduce -50.1% |
| SNOW Snowflake Inc. | 0.26% | 15,169 | $2.0M | Add +16.0% |
| FTNT Fortinet Inc. | 0.26% | 33,975 | $2.0M | Add +5.5% |
| MPLX MPLX LP | 0.26% | 47,937 | $2.0M | Add +25.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.25% | 36,116 | $1.9M | Reduce -5.5% |
| SSNC Ss&c Technologies Holdings | 0.24% | 29,571 | $1.9M | Add +1.9% |
| CCI Crown Castle Inc. | 0.23% | 18,138 | $1.8M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 3,212 | $1.7M | Add +10.4% |
| WMB Williams Cos Inc. | 0.22% | 40,699 | $1.7M | Reduce -4.2% |
| VEEV Veeva Systems Inc. Class A | 0.22% | 9,373 | $1.7M | New |
| HUBB Hubbell Inc. | 0.21% | 4,476 | $1.6M | Add +0.8% |
| O Realty Income Corp. | 0.21% | 30,472 | $1.6M | Reduce -32.1% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 13,260 | $1.6M | No change |
| VONE Vanguard Russell 1000 | 0.20% | 6,207 | $1.5M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.17% | 2,347 | $1.4M | Reduce -29.9% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 7,782 | $1.3M | Reduce -0.1% |
| PODD Insulet Corp. | 0.17% | 6,367 | $1.3M | Add +7.5% |
| HLNE Hamilton Lane Inc. Class A | 0.16% | 10,242 | $1.3M | Add +3.2% |
| BIV Vanguard Intermediate-Term B | 0.16% | 16,545 | $1.2M | No change |
| PGNY Progyny Inc. | 0.16% | 42,799 | $1.2M | Add +9.1% |
| WRBY Warby Parker Inc. Class A | 0.16% | 76,182 | $1.2M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 4,458 | $1.2M | Reduce -0.1% |
| HLI Houlihan Lokey Inc. | 0.15% | 8,616 | $1.2M | Add +1.4% |
Portfolio Sells Q1 2024 → Q2 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −2.17 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.55 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.83 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.62 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.56 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.42 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.41 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.39 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.38 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.35 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.29 |
| PYPL PayPal Holdings Inc. | Reduce -50.1% | 0.27% | −0.29 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.28 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.26 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.22 |
| BUI Blckrck Util Infra & PWR Opp | Sold out | 0.00% | −0.21 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.20 |
| QCOM Qualcomm Inc. | Reduce -34.4% | 1.24% | −0.19 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.15 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.14 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.14 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.13 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.13 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.12 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.12 |
| ECF Ellsworth Growth and Income | Sold out | 0.00% | −0.11 |
| MS Morgan Stanley | Sold out | 0.00% | −0.11 |
| COP Conocophillips | Sold out | 0.00% | −0.11 |
| PNQI Invesco Nasdaq Internet ETF | Sold out | 0.00% | −0.10 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.10 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.10 |
| ATI Ati Inc. | Sold out | 0.00% | −0.10 |
| ESS Essex Property Trust Inc. | Reduce -80.3% | 0.03% | −0.09 |
| RTX RTX Corp. | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.09 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.08 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.08 |
| DE Deere & Co. | Sold out | 0.00% | −0.08 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.08 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.07 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.07 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.07 |
| O Realty Income Corp. | Reduce -32.1% | 0.21% | −0.07 |
| SO The Southern Co. | Sold out | 0.00% | −0.07 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| AMT American Tower Corp. | Add +24.2% | 2.91% | +0.79 |
| APD Air Products & Chemicals Inc. | Add +25.6% | 2.01% | +0.67 |
| CME Cme Group Inc. | New | 0.59% | +0.59 |
| CVX Chevron Corp. | Add +13.0% | 2.33% | +0.48 |
| DGRO iShares Core Dividend Growth | Add +50.9% | 1.03% | +0.42 |
| TXN Texas Instruments Inc. | Add +0.5% | 1.83% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 1.39% | +0.37 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 1.71% | +0.33 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.77% | +0.32 |
| META Meta Platforms Inc. Class A | Add +75.1% | 0.63% | +0.32 |
| VONG Vanguard Russell 1000 Growth | Add +32.7% | 0.78% | +0.30 |
| LMT Lockheed Martin Corp. | Add +0.2% | 1.86% | +0.25 |
| ZTS Zoetis Inc. | Add +52.2% | 0.54% | +0.23 |
| AMAT Applied Materials Inc. | Add +0.2% | 1.03% | +0.23 |
| VEEV Veeva Systems Inc. Class A | New | 0.22% | +0.22 |
| VONV Vanguard Russell 1000 Value | Add +47.9% | 0.57% | +0.22 |
| UNH Unitedhealth Group Inc. | Add +5.6% | 1.18% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.3% | 1.26% | +0.21 |
| V Visa Inc. Class A | Add +5.0% | 2.07% | +0.20 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.1% | 0.89% | +0.20 |
| NOW ServiceNow Inc. | Add +5.9% | 1.04% | +0.19 |
| ADBE Adobe Inc. | Add +9.2% | 0.71% | +0.18 |
| HON Honeywell International Inc. | Add +6.5% | 0.91% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.64% | +0.17 |
| ABT Abbott Laboratories | Add +5.3% | 1.99% | +0.15 |
| PLD Prologis Inc. | Add +51.2% | 0.47% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.6% | 0.56% | +0.15 |
| CB Chubb Ltd. | Add +1.6% | 1.34% | +0.15 |
| BBY Best Buy Co. Inc. | Add +1.2% | 1.02% | +0.15 |
| SWKS Skyworks Solutions Inc. | Add +4.8% | 1.01% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 0.69% | +0.13 |
| MELI MercadoLibre Inc. | Add +3.1% | 0.64% | +0.13 |
| MDT Medtronic PLC | Add +6.8% | 1.68% | +0.13 |
| EMLP First Trust North American E | Add +1.8% | 0.70% | +0.11 |
| CSCO Cisco Systems Inc. | Add +3.8% | 1.06% | +0.10 |
| BLK BlackRock Finance Inc. | Add +0.7% | 1.53% | +0.10 |
| ARCC Ares Capital Corp. | Add +353.9% | 0.12% | +0.09 |
| EPD Enterprise Products Partners | Add +13.7% | 0.41% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +12.6% | 0.44% | +0.09 |
| CMCSA Comcast Corp. Class A | Add +3.0% | 1.93% | +0.08 |
| MPLX MPLX LP | Add +25.2% | 0.26% | +0.08 |
| ACN Accenture PLC Class A | Add +7.3% | 1.37% | +0.07 |
| DLR Digital Realty Trust Inc. | Add +3.8% | 0.38% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +8.9% | 0.39% | +0.07 |
| NOC Northrop Grumman Corp. | Add +4.3% | 1.05% | +0.07 |
| TSCO Tractor Supply Company | Add +2.1% | 0.42% | +0.06 |
| NDAQ Nasdaq Inc. | Add +8.2% | 0.41% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +1.6% | 0.67% | +0.05 |
| JNJ Johnson & Johnson | Add +1.9% | 0.94% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.4% | 0.22% | +0.05 |
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 |