FourThought Financial Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), FourThought Financial Partners, LLC reported 174 stock positions worth $843.0 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by Apple (AAPL, 3.8%) and Nextera Energy (NEE, 3.3%). Compared with Q2 2024, it opened 4 new positions, sold out of 8, added to 100 and reduced 59. The biggest buy was Vanguard S&P Small-Cap 600 E (VIOO, shares +2225%) and the biggest sale Apple (AAPL, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $843.0M (Q3 2024)
- SEC Filing
- 0001765380-24-000449 ↗ filed Nov 13, 2024
Holdings Value
Holdings 174 stocks · $843.0M
| MSFT Microsoft Corp. | 5.35% | 104,893 | $45.1M | Reduce -0.3% |
| AAPL Apple Inc. | 3.83% | 138,719 | $32.3M | Reduce -20.3% |
| NEE Nextera Energy Inc. | 3.31% | 330,222 | $27.9M | Reduce -0.6% |
| AMT American Tower Corp. | 3.22% | 116,654 | $27.1M | Add +0.4% |
| AVGO Broadcom Inc. | 3.13% | 153,133 | $26.4M | Reduce -1.4% |
| NVDA Nvidia Corp. | 2.52% | 174,699 | $21.2M | Add +17.7% |
| APD Air Products & Chemicals Inc. | 2.15% | 60,879 | $18.1M | Add +0.7% |
| CVX Chevron Corp. | 2.13% | 121,867 | $17.9M | Add +5.3% |
| LMT Lockheed Martin Corp. | 2.11% | 30,436 | $17.8M | Reduce -1.4% |
| ABT Abbott Laboratories | 2.08% | 153,704 | $17.5M | Add +3.2% |
| V Visa Inc. Class A | 2.05% | 62,888 | $17.3M | Add +2.5% |
| CMCSA Comcast Corp. Class A | 1.99% | 401,192 | $16.8M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 1.98% | 79,286 | $16.7M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 1.96% | 60,989 | $16.5M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.87% | 29,948 | $15.8M | Add +12.5% |
| MDT Medtronic PLC | 1.84% | 172,280 | $15.5M | Add +3.7% |
| TXN Texas Instruments Inc. | 1.79% | 73,220 | $15.1M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.73% | 78,276 | $14.6M | Add +10.1% |
| BLK BlackRock Inc. | 1.69% | 14,969 | $14.2M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.43% | 13,569 | $12.0M | Reduce -0.5% |
| CB Chubb Ltd. | 1.41% | 41,152 | $11.9M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.27% | 64,787 | $10.7M | Add +8.9% |
| UNH Unitedhealth Group Inc. | 1.26% | 18,118 | $10.6M | Add +1.0% |
| ACN Accenture PLC Class A | 1.19% | 28,446 | $10.1M | Reduce -18.8% |
| AMGN Amgen Inc. | 1.18% | 30,779 | $9.9M | Reduce -0.3% |
| NOC Northrop Grumman Corp. | 1.17% | 18,732 | $9.9M | Reduce -0.3% |
| BBY Best Buy Co. Inc. | 1.16% | 94,741 | $9.8M | Add +1.2% |
| HD Home Depot Inc. | 1.12% | 23,383 | $9.5M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 1.12% | 177,331 | $9.4M | Add +2.2% |
| NOW ServiceNow Inc. | 1.10% | 10,374 | $9.3M | Add +0.7% |
| CME Cme Group Inc. | 1.04% | 39,674 | $8.8M | Add +70.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.02% | 49,540 | $8.6M | Reduce -3.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.00% | 10,075 | $8.4M | Add +5.3% |
| QCOM Qualcomm Inc. | 0.99% | 49,234 | $8.4M | Add +1.9% |
| VONG Vanguard Russell 1000 Growth | 0.99% | 86,549 | $8.4M | Add +34.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.98% | 76,636 | $8.3M | Add +2225.1% |
| JNJ Johnson & Johnson | 0.97% | 50,451 | $8.2M | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.96% | 128,985 | $8.1M | Reduce -7.5% |
| SWKS Skyworks Solutions Inc. | 0.89% | 75,714 | $7.5M | Add +2.8% |
| CRM Salesforce Inc. | 0.87% | 26,769 | $7.3M | Add +3.5% |
| HON Honeywell International Inc. | 0.84% | 34,258 | $7.1M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.83% | 40,304 | $7.0M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.82% | 34,397 | $6.9M | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.81% | 88,012 | $6.9M | Reduce -0.9% |
| NDAQ Nasdaq Inc. | 0.78% | 89,818 | $6.6M | Add +71.9% |
| BMY Bristol-Myers Squibb Co. | 0.77% | 125,693 | $6.5M | Add +7.9% |
| PSX Phillips 66 | 0.76% | 48,747 | $6.4M | Add +2.5% |
| TGT Target Corp. | 0.74% | 40,277 | $6.3M | Add +4.5% |
| MELI MercadoLibre Inc. | 0.73% | 3,008 | $6.2M | Reduce -1.1% |
| VONV Vanguard Russell 1000 Value | 0.71% | 72,065 | $6.0M | Add +25.4% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 9,505 | $5.9M | Add +0.6% |
| META Meta Platforms Inc. Class A | 0.69% | 10,093 | $5.8M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.65% | 11,103 | $5.5M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 11,071 | $5.4M | Reduce -1.0% |
| ADBE Adobe Inc. | 0.61% | 9,984 | $5.2M | Add +0.1% |
| INTU Intuit Inc. | 0.61% | 8,293 | $5.1M | Add +0.4% |
| EMLP First Trust North American E | 0.57% | 143,651 | $4.8M | Reduce -19.3% |
| ZTS Zoetis Inc. | 0.56% | 24,118 | $4.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.54% | 27,072 | $4.5M | Add +0.5% |
| MPWR Monolithic Power Systems Inc. | 0.51% | 4,638 | $4.3M | Reduce -3.0% |
| PLD Prologis Inc. | 0.50% | 33,445 | $4.2M | Add +2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.44% | 62,310 | $3.7M | Add +2.4% |
| AGG iShares Core U.S. Aggregate | 0.44% | 36,345 | $3.7M | Add +17.4% |
| TSCO Tractor Supply Company | 0.43% | 12,440 | $3.6M | Add +3.3% |
| AMD Advanced Micro Devices | 0.41% | 21,123 | $3.5M | Add +5.3% |
| MSCI MSCI Inc. | 0.41% | 5,926 | $3.5M | Add +7.5% |
| EPD Enterprise Products Partners | 0.41% | 118,562 | $3.5M | Add +8.8% |
| ALGN Align Technology Inc. | 0.40% | 13,146 | $3.3M | Add +6.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 11,679 | $3.3M | Add +3.5% |
| CSX CSX Corp. | 0.38% | 92,555 | $3.2M | Add +2.7% |
| DLR Digital Realty Trust Inc. | 0.37% | 19,019 | $3.1M | Reduce -1.9% |
| PYPL PayPal Holdings Inc. | 0.34% | 36,788 | $2.9M | Add +0.9% |
| CCI Crown Castle Inc. | 0.33% | 23,694 | $2.8M | Add +30.6% |
| SHYM iShares Short Duration High | 0.33% | 119,437 | $2.8M | Add +10.8% |
| FTNT Fortinet Inc. | 0.33% | 35,543 | $2.8M | Add +4.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.32% | 103,746 | $2.7M | Add +10.5% |
| DUK Duke Energy Corp. | 0.29% | 21,316 | $2.5M | Add +0.6% |
| MPLX MPLX LP | 0.28% | 53,373 | $2.4M | Add +11.3% |
| VZ Verizon Communications Inc. | 0.27% | 50,711 | $2.3M | Reduce -27.5% |
| T AT&T Inc. | 0.26% | 98,415 | $2.2M | Reduce -15.2% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 42,644 | $2.2M | Reduce -5.8% |
| SSNC Ss&c Technologies Holdings | 0.26% | 29,054 | $2.2M | Reduce -1.8% |
| KYN Kayne Anderson Energy Infra | 0.25% | 194,651 | $2.1M | Reduce -15.0% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 9,881 | $2.1M | Add +5.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.25% | 36,227 | $2.1M | Add +0.3% |
| WMB Williams Cos Inc. | 0.24% | 43,408 | $2.0M | Add +6.7% |
| HUBB Hubbell Inc. | 0.23% | 4,516 | $1.9M | Add +0.9% |
| O Realty Income Corp. | 0.23% | 30,401 | $1.9M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 3,195 | $1.8M | Reduce -0.5% |
| ARCC Ares Capital Corp. | 0.21% | 83,129 | $1.7M | Add +90.6% |
| VONE Vanguard Russell 1000 | 0.20% | 6,541 | $1.7M | Add +5.4% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 13,260 | $1.7M | No change |
| PODD Insulet Corp. | 0.18% | 6,415 | $1.5M | Add +0.8% |
| GSHD Goosehead Insurance Inc. Class A | 0.16% | 15,460 | $1.4M | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.16% | 2,348 | $1.4M | Add +0.0% |
| LYB Lyondellbasell Indu Class A | 0.16% | 14,117 | $1.4M | Add +16.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 4,772 | $1.4M | Add +7.0% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 7,457 | $1.3M | Reduce -4.2% |
| BIV Vanguard Intermediate-Term B | 0.15% | 16,545 | $1.3M | No change |
| FRT Federal Realty Invs Trust | 0.15% | 11,189 | $1.3M | Add +3.6% |
Portfolio Sells Q2 2024 → Q3 2024
| AAPL Apple Inc. | Reduce -20.3% | 3.83% | −0.88 |
| MSFT Microsoft Corp. | Reduce -0.3% | 5.35% | −0.70 |
| ACN Accenture PLC Class A | Reduce -18.8% | 1.19% | −0.17 |
| EMLP First Trust North American E | Reduce -19.3% | 0.57% | −0.13 |
| SNOW Snowflake Inc. | Reduce -31.7% | 0.14% | −0.12 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.0% | 1.02% | −0.12 |
| HLI Houlihan Lokey Inc. | Reduce -80.2% | 0.03% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 1.98% | −0.12 |
| BL Blackline Inc. | Sold out | 0.00% | −0.11 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -27.5% | 0.27% | −0.10 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.09 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -0.9% | 0.81% | −0.08 |
| WRBY Warby Parker Inc. Class A | Reduce -45.5% | 0.08% | −0.08 |
| AVGO Broadcom Inc. | Reduce -1.4% | 3.13% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -7.5% | 0.96% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.18% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.43% | −0.06 |
| HLNE Hamilton Lane Inc. Class A | Reduce -49.6% | 0.10% | −0.06 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.06 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.06 |
| FOXF Fox Factory Holding Corp. | Reduce -34.1% | 0.06% | −0.05 |
| KYN Kayne Anderson Energy Infra | Reduce -15.0% | 0.25% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.64% | −0.05 |
| EXLS Exlservice Holdings Inc. | Reduce -44.8% | 0.08% | −0.05 |
| HUN Huntsman Corp. | Reduce -38.5% | 0.07% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.04 |
| DOCS Doximity Inc. Class A | Reduce -53.6% | 0.09% | −0.04 |
| LFUS Littelfuse Inc. | Reduce -37.6% | 0.06% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.8% | 0.26% | −0.04 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.03 |
| SITM Sitime Corp. | Sold out | 0.00% | −0.03 |
| FIVE Five Below | Reduce -9.7% | 0.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.83% | −0.03 |
| T AT&T Inc. | Reduce -15.2% | 0.26% | −0.03 |
| XPEL Xpel Inc. | Reduce -29.7% | 0.07% | −0.02 |
| BTI British American Tob-SP ADR | Reduce -47.8% | 0.02% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -1.0% | 0.06% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -1.9% | 0.37% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.2% | 0.16% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -9.7% | 0.07% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.5% | 0.11% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.22% | −0.01 |
| ESS Essex Property Trust Inc. | Reduce -20.1% | 0.02% | −0.01 |
| TQQQ Proshares Ultrapro QQQ | Reduce -8.9% | 0.03% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -1.7% | 0.04% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.2% | 0.03% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -2.2% | 0.03% | −0.00 |
| DHY UBS Asset Management High Yi | Reduce -7.1% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.05% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| VIOO Vanguard S&P Small-Cap 600 E | Add +2225.1% | 0.98% | +0.94 |
| CME Cme Group Inc. | Add +70.4% | 1.04% | +0.45 |
| NDAQ Nasdaq Inc. | Add +71.9% | 0.78% | +0.37 |
| AMT American Tower Corp. | Add +0.4% | 3.22% | +0.31 |
| LOW Lowe's Cos Inc. | Add +0.1% | 1.96% | +0.23 |
| VONG Vanguard Russell 1000 Growth | Add +34.1% | 0.99% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +12.5% | 1.87% | +0.16 |
| NVDA Nvidia Corp. | Add +17.7% | 2.52% | +0.16 |
| MDT Medtronic PLC | Add +3.7% | 1.84% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +7.9% | 0.77% | +0.15 |
| VONV Vanguard Russell 1000 Value | Add +25.4% | 0.71% | +0.15 |
| BBY Best Buy Co. Inc. | Add +1.2% | 1.16% | +0.15 |
| APD Air Products & Chemicals Inc. | Add +0.7% | 2.15% | +0.14 |
| CCI Crown Castle Inc. | Add +30.6% | 0.33% | +0.11 |
| ARCC Ares Capital Corp. | Add +90.6% | 0.21% | +0.09 |
| ABT Abbott Laboratories | Add +3.2% | 2.08% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 1.26% | +0.08 |
| PYPL PayPal Holdings Inc. | Add +0.9% | 0.34% | +0.07 |
| MSCI MSCI Inc. | Add +7.5% | 0.41% | +0.07 |
| CB Chubb Ltd. | Add +0.6% | 1.41% | +0.07 |
| FTNT Fortinet Inc. | Add +4.6% | 0.33% | +0.06 |
| CSCO Cisco Systems Inc. | Add +2.2% | 1.12% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +4.7% | 1.99% | +0.06 |
| NOW ServiceNow Inc. | Add +0.7% | 1.10% | +0.06 |
| META Meta Platforms Inc. Class A | Add +3.3% | 0.69% | +0.05 |
| GSHD Goosehead Insurance Inc. Class A | Add +1.1% | 0.16% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +17.4% | 0.44% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| PLD Prologis Inc. | Add +2.8% | 0.50% | +0.03 |
| PAYC Paycom Software Inc. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +0.7% | 0.97% | +0.03 |
| CWAN Clearwater Analytics HDS-A | Add +0.7% | 0.12% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +5.4% | 0.25% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +0.6% | 0.70% | +0.03 |
| PSA Public Storage | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.65% | +0.02 |
| HUBB Hubbell Inc. | Add +0.9% | 0.23% | +0.02 |
| MPLX MPLX LP | Add +11.3% | 0.28% | +0.02 |
| DUK Duke Energy Corp. | Add +0.6% | 0.29% | +0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +10.5% | 0.32% | +0.02 |
| SHYM iShares Short Duration High | Add +10.8% | 0.33% | +0.01 |
| CRM Salesforce Inc. | Add +3.5% | 0.87% | +0.01 |
| WMB Williams Cos Inc. | Add +6.7% | 0.24% | +0.01 |
| BCX BlackRock Resources & Commod | New | 0.01% | +0.01 |
| FRT Federal Realty Invs Trust | Add +3.6% | 0.15% | +0.01 |
| ALGN Align Technology Inc. | Add +6.2% | 0.40% | +0.01 |
| PODD Insulet Corp. | Add +0.8% | 0.18% | +0.01 |
| LAD Lithia Motors Inc. | Add +2.1% | 0.07% | +0.01 |
| LYB Lyondellbasell Indu Class A | Add +16.6% | 0.16% | +0.01 |
| TSCO Tractor Supply Company | Add +3.3% | 0.43% | +0.01 |
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 |