FourThought Financial Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), FourThought Financial Partners, LLC reported 318 stock positions worth $962.7 million. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Broadcom (AVGO, 3.7%) and Apple (AAPL, 3.5%). Compared with Q3 2024, it opened 154 new positions, sold out of 10, added to 55 and reduced 95. The biggest buy was Vanguard Russell 1000 Value (VONV, shares +389%) and the biggest sale Comcast Class A (CMCSA, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $962.7M (Q4 2024)
- SEC Filing
- 0001765380-25-000043 ↗ filed Feb 4, 2025
Holdings Value
Holdings 318 stocks · $962.7M
| MSFT Microsoft Corp. | 4.76% | 108,627 | $45.8M | Add +3.6% |
| AVGO Broadcom Inc. | 3.68% | 152,944 | $35.5M | Reduce -0.1% |
| AAPL Apple Inc. | 3.54% | 136,017 | $34.1M | Reduce -1.9% |
| VONV Vanguard Russell 1000 Value | 2.97% | 352,165 | $28.6M | Add +388.7% |
| NVDA Nvidia Corp. | 2.49% | 178,247 | $23.9M | Add +2.0% |
| NEE Nextera Energy Inc. | 2.46% | 330,222 | $23.7M | No change |
| AMT American Tower Corp. | 2.16% | 113,380 | $20.8M | Reduce -2.8% |
| V Visa Inc. Class A | 2.09% | 63,709 | $20.1M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 1.94% | 77,983 | $18.7M | Reduce -1.6% |
| ABT Abbott Laboratories | 1.83% | 155,598 | $17.6M | Add +1.2% |
| APD Air Products & Chemicals Inc. | 1.83% | 60,609 | $17.6M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.81% | 79,400 | $17.4M | Add +1.4% |
| CVX Chevron Corp. | 1.62% | 107,774 | $15.6M | Reduce -11.6% |
| BLK BlackRock Inc. | 1.59% | 14,926 | $15.3M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 1.56% | 60,902 | $15.0M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 1.53% | 30,280 | $14.7M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 1.52% | 27,141 | $14.6M | Reduce -9.4% |
| GOOGL Alphabet Inc. Class A | 1.47% | 74,737 | $14.1M | Add +15.4% |
| TXN Texas Instruments Inc. | 1.44% | 73,851 | $13.8M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.28% | 13,432 | $12.3M | Reduce -1.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 1.27% | 114,998 | $12.2M | Add +50.1% |
| PEP Pepsico Inc. | 1.21% | 76,867 | $11.7M | New |
| CB Chubb Ltd. | 1.19% | 41,499 | $11.5M | Add +0.8% |
| NOC Northrop Grumman Corp. | 1.11% | 22,749 | $10.7M | Add +21.4% |
| DGRO iShares Core Dividend Growth | 1.10% | 172,725 | $10.6M | Add +33.9% |
| MDT Medtronic PLC | 1.09% | 131,544 | $10.5M | Reduce -23.6% |
| CSCO Cisco Systems Inc. | 1.09% | 176,939 | $10.5M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.04% | 28,431 | $10.0M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.99% | 48,304 | $9.5M | Reduce -2.5% |
| CME Cme Group Inc. | 0.97% | 40,296 | $9.4M | Add +1.6% |
| NOW ServiceNow Inc. | 0.95% | 8,612 | $9.1M | Reduce -17.0% |
| HD Home Depot Inc. | 0.94% | 23,363 | $9.1M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.94% | 17,959 | $9.1M | Reduce -0.9% |
| VONG Vanguard Russell 1000 Growth | 0.94% | 87,329 | $9.0M | Add +0.9% |
| CMCSA Comcast Corp. Class A | 0.91% | 234,088 | $8.8M | Reduce -41.6% |
| AMGN Amgen Inc. | 0.84% | 31,018 | $8.1M | Add +0.8% |
| HON Honeywell International Inc. | 0.80% | 34,024 | $7.7M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.79% | 49,749 | $7.6M | Add +1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.74% | 10,293 | $7.1M | Add +2.2% |
| NDAQ Nasdaq Inc. | 0.73% | 90,735 | $7.0M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.70% | 40,214 | $6.7M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.67% | 44,790 | $6.5M | Reduce -11.2% |
| BMY Bristol-Myers Squibb Co. | 0.67% | 113,900 | $6.4M | Reduce -9.4% |
| META Meta Platforms Inc. Class A | 0.64% | 10,554 | $6.2M | Add +4.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.61% | 89,856 | $5.9M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.61% | 11,155 | $5.9M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 11,305 | $5.8M | Add +2.1% |
| CRM Salesforce Inc. | 0.59% | 17,036 | $5.7M | Reduce -36.4% |
| AMAT Applied Materials Inc. | 0.58% | 34,599 | $5.6M | Add +0.6% |
| WMT Walmart Inc. | 0.56% | 59,963 | $5.4M | New |
| AGG iShares Core U.S. Aggregate | 0.55% | 54,489 | $5.3M | Add +49.9% |
| INTU Intuit Inc. | 0.53% | 8,181 | $5.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.53% | 26,921 | $5.1M | Reduce -0.6% |
| MELI MercadoLibre Inc. | 0.53% | 3,013 | $5.1M | Add +0.2% |
| EMLP First Trust North American E | 0.52% | 139,535 | $5.0M | Reduce -2.9% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 9,540 | $5.0M | Add +0.4% |
| MSCI MSCI Inc. | 0.51% | 8,144 | $4.9M | Add +37.4% |
| CAT Caterpillar Inc. | 0.50% | 13,253 | $4.8M | New |
| VEEV Veeva Systems Inc. Class A | 0.50% | 22,859 | $4.8M | Add +131.3% |
| CPK Chesapeake Utilities Corp. | 0.48% | 38,167 | $4.6M | New |
| MPC Marathon Petroleum Corp. | 0.48% | 32,975 | $4.6M | New |
| ADBE Adobe Inc. | 0.47% | 10,117 | $4.5M | Add +1.3% |
| EPD Enterprise Products Partners | 0.46% | 140,532 | $4.4M | Add +18.5% |
| GS Goldman Sachs Group Inc. | 0.43% | 7,308 | $4.2M | New |
| TGT Target Corp. | 0.43% | 30,953 | $4.2M | Reduce -23.1% |
| XOM Exxon Mobil Corp. | 0.43% | 38,103 | $4.1M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 11,656 | $4.0M | Reduce -0.2% |
| ZTS Zoetis Inc. | 0.41% | 24,249 | $4.0M | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 62,386 | $3.6M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 67,422 | $3.4M | New |
| TSCO Tractor Supply Company | 0.35% | 63,146 | $3.4M | Add +1.5% |
| MUB iShares National Muni Bond E | 0.34% | 31,083 | $3.3M | New |
| LRCX Lam Research Corp. | 0.34% | 45,687 | $3.3M | New |
| FTNT Fortinet Inc. | 0.34% | 34,782 | $3.3M | Reduce -2.1% |
| DLR Digital Realty Trust Inc. | 0.34% | 18,348 | $3.3M | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 7,147 | $3.2M | New |
| MPLX MPLX LP | 0.34% | 67,635 | $3.2M | Add +26.7% |
| ABBV Abbvie Inc. | 0.33% | 18,021 | $3.2M | New |
| PYPL PayPal Holdings Inc. | 0.32% | 36,548 | $3.1M | Reduce -0.7% |
| KLAC KLA Corp. | 0.32% | 4,870 | $3.1M | New |
| CI The Cigna Group | 0.32% | 11,045 | $3.0M | New |
| CSX CSX Corp. | 0.32% | 94,506 | $3.0M | Add +2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 4 | $2.7M | New |
| DUK Duke Energy Corp. | 0.27% | 24,486 | $2.6M | Add +14.9% |
| SHYM iShares Short Duration High | 0.27% | 114,135 | $2.6M | Reduce -4.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.26% | 99,590 | $2.5M | Reduce -4.0% |
| ITW Illinois Tool Works | 0.26% | 9,970 | $2.5M | New |
| AMD Advanced Micro Devices | 0.26% | 20,821 | $2.5M | Reduce -1.4% |
| ALL Allstate Corp. | 0.26% | 12,889 | $2.5M | New |
| KYN Kayne Anderson Energy Infra | 0.25% | 191,742 | $2.4M | Reduce -1.5% |
| PSX Phillips 66 | 0.25% | 21,382 | $2.4M | Reduce -56.1% |
| WMB Williams Cos Inc. | 0.25% | 43,628 | $2.4M | Add +0.5% |
| PLD Prologis Inc. | 0.24% | 22,269 | $2.4M | Reduce -33.4% |
| SNOW Snowflake Inc. | 0.24% | 14,903 | $2.3M | Add +43.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 42,899 | $2.2M | Add +18.4% |
| SSNC Ss&c Technologies Holdings | 0.23% | 28,860 | $2.2M | Reduce -0.7% |
| T AT&T Inc. | 0.22% | 94,805 | $2.2M | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.22% | 3,348 | $2.1M | Add +42.6% |
| VZ Verizon Communications Inc. | 0.21% | 50,401 | $2.0M | Reduce -0.6% |
| JPST JPMorgan Ultra-Short Income | 0.21% | 39,297 | $2.0M | Reduce -7.8% |
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Reduce -41.6% | 0.91% | −1.08 |
| AMT American Tower Corp. | Reduce -2.8% | 2.16% | −1.06 |
| BBY Best Buy Co. Inc. | Reduce -87.0% | 0.11% | −1.05 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.89 |
| MDT Medtronic PLC | Reduce -23.6% | 1.09% | −0.75 |
| LMT Lockheed Martin Corp. | Reduce -0.5% | 1.53% | −0.58 |
| CVX Chevron Corp. | Reduce -11.6% | 1.62% | −0.51 |
| PSX Phillips 66 | Reduce -56.1% | 0.25% | −0.51 |
| MPWR Monolithic Power Systems Inc. | Reduce -65.1% | 0.10% | −0.41 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 1.56% | −0.40 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.40 |
| VOO Vanguard S&P 500 ETF | Reduce -9.4% | 1.52% | −0.36 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 1.83% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.94% | −0.31 |
| TGT Target Corp. | Reduce -23.1% | 0.43% | −0.31 |
| JNJ Johnson & Johnson | Reduce -11.2% | 0.67% | −0.30 |
| AAPL Apple Inc. | Reduce -1.9% | 3.54% | −0.30 |
| CRM Salesforce Inc. | Reduce -36.4% | 0.59% | −0.28 |
| PLD Prologis Inc. | Reduce -33.4% | 0.24% | −0.26 |
| HD Home Depot Inc. | Reduce -0.1% | 0.94% | −0.18 |
| CCI Crown Castle Inc. | Reduce -21.2% | 0.18% | −0.16 |
| ACN Accenture PLC Class A | Reduce -0.1% | 1.04% | −0.15 |
| NOW ServiceNow Inc. | Reduce -17.0% | 0.95% | −0.15 |
| AMD Advanced Micro Devices | Reduce -1.4% | 0.26% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 1.28% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.70% | −0.13 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.4% | 0.67% | −0.10 |
| BLK BlackRock Inc. | Reduce -0.3% | 1.59% | −0.10 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.09 |
| LYB Lyondellbasell Indu Class A | Reduce -33.3% | 0.07% | −0.09 |
| INTU Intuit Inc. | Reduce -1.4% | 0.53% | −0.08 |
| O Realty Income Corp. | Reduce -9.1% | 0.15% | −0.08 |
| XPEL Xpel Inc. | Sold out | 0.00% | −0.07 |
| FIVE Five Below | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 0.21% | −0.06 |
| SHYM iShares Short Duration High | Reduce -4.4% | 0.27% | −0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.0% | 0.26% | −0.06 |
| FOXF Fox Factory Holding Corp. | Sold out | 0.00% | −0.06 |
| EMLP First Trust North American E | Reduce -2.9% | 0.52% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.8% | 0.21% | −0.05 |
| HON Honeywell International Inc. | Reduce -0.7% | 0.80% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 1.94% | −0.04 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.04 |
| HUBB Hubbell Inc. | Reduce -1.2% | 0.19% | −0.04 |
| T AT&T Inc. | Reduce -3.7% | 0.22% | −0.03 |
| LDOS Leidos Holdings Inc. | Reduce -3.0% | 0.10% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 1.09% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.5% | 0.99% | −0.03 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.03 |
| HUN Huntsman Corp. | Reduce -8.6% | 0.04% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| VONV Vanguard Russell 1000 Value | Add +388.7% | 2.97% | +2.26 |
| PEP Pepsico Inc. | New | 1.21% | +1.21 |
| WMT Walmart Inc. | New | 0.56% | +0.56 |
| CAT Caterpillar Inc. | New | 0.50% | +0.50 |
| CPK Chesapeake Utilities Corp. | New | 0.48% | +0.48 |
| MPC Marathon Petroleum Corp. | New | 0.48% | +0.48 |
| GS Goldman Sachs Group Inc. | New | 0.43% | +0.43 |
| XOM Exxon Mobil Corp. | New | 0.43% | +0.43 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.35% | +0.35 |
| MUB iShares National Muni Bond E | New | 0.34% | +0.34 |
| LRCX Lam Research Corp. | New | 0.34% | +0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.34% | +0.34 |
| ABBV Abbvie Inc. | New | 0.33% | +0.33 |
| KLAC KLA Corp. | New | 0.32% | +0.32 |
| CI The Cigna Group | New | 0.32% | +0.32 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +50.1% | 1.27% | +0.28 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.28% | +0.28 |
| ITW Illinois Tool Works | New | 0.26% | +0.26 |
| ALL Allstate Corp. | New | 0.26% | +0.26 |
| VEEV Veeva Systems Inc. Class A | Add +131.3% | 0.50% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +15.4% | 1.47% | +0.19 |
| YUM Yum! Brands Inc. | New | 0.19% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.18% | +0.18 |
| ADP Automatic Data Processing | New | 0.16% | +0.16 |
| DGRO iShares Core Dividend Growth | Add +33.9% | 1.10% | +0.14 |
| EOSE Eos Energy Enterprises Inc. | New | 0.14% | +0.14 |
| MS Morgan Stanley | New | 0.13% | +0.13 |
| ISRG Intuitive Surgical Inc. | New | 0.12% | +0.12 |
| FDX FedEx Corp. | New | 0.12% | +0.12 |
| MCK McKesson Corp. | New | 0.12% | +0.12 |
| WM Waste Management Inc. | New | 0.11% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +49.9% | 0.55% | +0.11 |
| PNQI Invesco Nasdaq Internet ETF | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | New | 0.11% | +0.11 |
| UNP Union Pacific Corp. | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | New | 0.10% | +0.10 |
| SNOW Snowflake Inc. | Add +43.9% | 0.24% | +0.10 |
| MSCI MSCI Inc. | Add +37.4% | 0.51% | +0.10 |
| BAC Bank of America Corp. | New | 0.10% | +0.10 |
| RTX RTX Corp. | New | 0.09% | +0.09 |
| PFE Pfizer Inc. | New | 0.09% | +0.09 |
| ATI Ati Inc. | New | 0.08% | +0.08 |
| TJX TJX Companies Inc. | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.81% | +0.08 |
| PM Philip Morris International | New | 0.08% | +0.08 |
| COP Conocophillips | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | New | 0.07% | +0.07 |
| BA The Boeing Co. | New | 0.07% | +0.07 |
| SO The Southern Co. | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | New | 0.07% | +0.07 |
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 |