FourThought Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), FourThought Financial Partners, LLC reported 318 stock positions worth $955.6 million. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Apple (AAPL, 2.9%) and American Tower (AMT, 2.8%). Compared with Q4 2024, it opened 20 new positions, sold out of 20, added to 154 and reduced 121. The biggest buy was KLA (KLAC, shares +252%) and the biggest sale Vanguard Russell 1000 Value (VONV, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $955.6M (Q1 2025)
- SEC Filing
- 0001765380-25-000174 ↗ filed May 7, 2025
Holdings Value
Holdings 318 stocks · $955.6M
| MSFT Microsoft Corp. | 4.48% | 114,167 | $42.9M | Add +5.1% |
| AAPL Apple Inc. | 2.92% | 125,720 | $27.9M | Reduce -7.6% |
| AMT American Tower Corp. | 2.80% | 123,179 | $26.8M | Add +8.6% |
| AVGO Broadcom Inc. | 2.62% | 149,485 | $25.0M | Reduce -2.3% |
| NEE Nextera Energy Inc. | 2.55% | 343,296 | $24.3M | Add +4.0% |
| V Visa Inc. Class A | 2.23% | 60,863 | $21.3M | Reduce -4.5% |
| CVX Chevron Corp. | 2.22% | 126,764 | $21.2M | Add +17.6% |
| NVDA Nvidia Corp. | 2.04% | 180,143 | $19.5M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.95% | 75,787 | $18.6M | Reduce -2.8% |
| PEP Pepsico Inc. | 1.79% | 114,151 | $17.1M | Add +48.5% |
| ABT Abbott Laboratories | 1.76% | 126,901 | $16.8M | Reduce -18.4% |
| CMCSA Comcast Corp. Class A | 1.74% | 451,152 | $16.6M | Add +92.7% |
| MDT Medtronic PLC | 1.65% | 175,503 | $15.8M | Add +33.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 1.60% | 158,253 | $15.3M | Add +37.6% |
| AMZN Amazon.com Inc. | 1.58% | 79,144 | $15.1M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 1.54% | 28,602 | $14.7M | Add +5.4% |
| LOW Lowe's Cos Inc. | 1.51% | 61,969 | $14.5M | Add +1.8% |
| LMT Lockheed Martin Corp. | 1.46% | 31,204 | $13.9M | Add +3.0% |
| BLK BlackRock Inc. | 1.46% | 14,715 | $13.9M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 1.42% | 75,514 | $13.6M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.33% | 13,389 | $12.7M | Reduce -0.3% |
| CB Chubb Ltd. | 1.32% | 41,732 | $12.6M | Add +0.6% |
| NOC Northrop Grumman Corp. | 1.31% | 24,426 | $12.5M | Add +7.4% |
| APD Air Products & Chemicals Inc. | 1.30% | 42,128 | $12.4M | Reduce -30.5% |
| KLAC KLA Corp. | 1.22% | 17,138 | $11.7M | Add +251.9% |
| GOOGL Alphabet Inc. Class A | 1.21% | 74,922 | $11.6M | Add +0.3% |
| CSCO Cisco Systems Inc. | 1.10% | 171,008 | $10.6M | Reduce -3.4% |
| CME Cme Group Inc. | 1.10% | 39,654 | $10.5M | Reduce -1.6% |
| NDAQ Nasdaq Inc. | 1.04% | 130,567 | $9.9M | Add +43.9% |
| AMGN Amgen Inc. | 1.03% | 31,495 | $9.8M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 1.00% | 18,192 | $9.5M | Add +1.3% |
| ACN Accenture PLC Class A | 0.93% | 28,574 | $8.9M | Add +0.5% |
| DGRO iShares Core Dividend Growth | 0.92% | 142,314 | $8.8M | Reduce -17.6% |
| VONV Vanguard Russell 1000 Value | 0.90% | 104,607 | $8.6M | Reduce -70.3% |
| VONG Vanguard Russell 1000 Growth | 0.88% | 91,030 | $8.4M | Add +4.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.88% | 12,734 | $8.4M | Add +23.7% |
| HD Home Depot Inc. | 0.88% | 22,924 | $8.4M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.84% | 52,230 | $8.0M | Add +5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 47,493 | $7.9M | Reduce -1.7% |
| VONE Vanguard Russell 1000 | 0.78% | 29,481 | $7.5M | Add +329.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.78% | 101,670 | $7.5M | Add +13.2% |
| HON Honeywell International Inc. | 0.78% | 34,990 | $7.4M | Add +2.8% |
| META Meta Platforms Inc. Class A | 0.73% | 12,078 | $7.0M | Add +14.4% |
| PG The Procter & Gamble Co. | 0.72% | 40,542 | $6.9M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.64% | 11,149 | $6.1M | Reduce -0.1% |
| MELI MercadoLibre Inc. | 0.62% | 3,021 | $5.9M | Add +0.3% |
| CI The Cigna Group | 0.61% | 17,805 | $5.9M | Add +61.2% |
| NOW ServiceNow Inc. | 0.61% | 7,347 | $5.8M | Reduce -14.7% |
| PNC PNC Financial Services Group | 0.60% | 32,765 | $5.8M | New |
| AGG iShares Core U.S. Aggregate | 0.57% | 55,498 | $5.5M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 11,203 | $5.3M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.53% | 34,976 | $5.1M | Add +1.1% |
| WMT Walmart Inc. | 0.53% | 57,669 | $5.1M | Reduce -3.8% |
| EMLP First Trust North American E | 0.52% | 132,728 | $5.0M | Reduce -4.9% |
| EPD Enterprise Products Partners | 0.52% | 145,404 | $5.0M | Add +3.5% |
| INTU Intuit Inc. | 0.52% | 8,065 | $5.0M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 9,783 | $4.9M | Add +2.5% |
| MSCI MSCI Inc. | 0.51% | 8,554 | $4.8M | Add +5.0% |
| MPC Marathon Petroleum Corp. | 0.49% | 31,881 | $4.6M | Reduce -3.3% |
| CPK Chesapeake Utilities Corp. | 0.48% | 35,500 | $4.6M | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.47% | 37,996 | $4.5M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.47% | 16,803 | $4.5M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 8,229 | $4.4M | Add +15.1% |
| CAT Caterpillar Inc. | 0.46% | 13,201 | $4.4M | Reduce -0.4% |
| ZTS Zoetis Inc. | 0.45% | 26,386 | $4.3M | Add +8.8% |
| TGT Target Corp. | 0.45% | 41,515 | $4.3M | Add +34.1% |
| VEEV Veeva Systems Inc. Class A | 0.44% | 18,225 | $4.2M | Reduce -20.3% |
| GOOG Alphabet Inc. Class C | 0.44% | 26,758 | $4.2M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.42% | 10,572 | $4.1M | Add +4.5% |
| GS Goldman Sachs Group Inc. | 0.41% | 7,194 | $3.9M | Reduce -1.6% |
| PLD Prologis Inc. | 0.40% | 34,255 | $3.8M | Add +53.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 10,620 | $3.7M | Reduce -8.9% |
| ABBV Abbvie Inc. | 0.39% | 17,837 | $3.7M | Reduce -1.0% |
| MPLX MPLX LP | 0.39% | 69,749 | $3.7M | Add +3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 74,422 | $3.7M | Add +10.4% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 63,888 | $3.7M | Add +2.4% |
| TSCO Tractor Supply Company | 0.38% | 66,190 | $3.6M | Add +4.8% |
| MUB iShares National Muni Bond E | 0.38% | 34,379 | $3.6M | Add +10.6% |
| DUK Duke Energy Corp. | 0.36% | 28,322 | $3.5M | Add +15.7% |
| FTNT Fortinet Inc. | 0.35% | 34,304 | $3.3M | Reduce -1.4% |
| CCI Crown Castle Inc. | 0.34% | 31,103 | $3.2M | Add +66.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 4 | $3.2M | No change |
| CSX CSX Corp. | 0.31% | 101,187 | $3.0M | Add +7.1% |
| DLR Digital Realty Trust Inc. | 0.29% | 19,406 | $2.8M | Add +5.8% |
| LRCX Lam Research Corp. | 0.29% | 38,105 | $2.8M | Reduce -16.6% |
| JNJ Johnson & Johnson | 0.29% | 16,618 | $2.8M | Reduce -62.9% |
| ALL Allstate Corp. | 0.28% | 12,961 | $2.7M | Add +0.6% |
| T AT&T Inc. | 0.27% | 92,533 | $2.6M | Reduce -2.4% |
| SHYM iShares Short Duration High | 0.26% | 111,222 | $2.5M | Reduce -2.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.26% | 45,331 | $2.5M | Add +5.7% |
| WMB Williams Cos Inc. | 0.26% | 41,854 | $2.5M | Reduce -4.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.26% | 97,104 | $2.4M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.25% | 52,810 | $2.4M | Add +4.8% |
| SSNC Ss&c Technologies Holdings | 0.25% | 28,413 | $2.4M | Reduce -1.6% |
| KYN Kayne Anderson Energy Infra | 0.25% | 183,739 | $2.4M | Reduce -4.2% |
| PYPL PayPal Holdings Inc. | 0.25% | 35,930 | $2.3M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.24% | 22,591 | $2.3M | Add +8.5% |
| YUM Yum! Brands Inc. | 0.23% | 14,059 | $2.2M | Add +1.0% |
| ITW Illinois Tool Works | 0.23% | 8,690 | $2.2M | Reduce -12.8% |
| PSX Phillips 66 | 0.20% | 15,682 | $1.9M | Reduce -26.7% |
Portfolio Sells Q4 2024 → Q1 2025
| VONV Vanguard Russell 1000 Value | Reduce -70.3% | 0.90% | −2.07 |
| AVGO Broadcom Inc. | Reduce -2.3% | 2.62% | −1.06 |
| AAPL Apple Inc. | Reduce -7.6% | 2.92% | −0.62 |
| BMY Bristol-Myers Squibb Co. | Reduce -88.4% | 0.08% | −0.58 |
| APD Air Products & Chemicals Inc. | Reduce -30.5% | 1.30% | −0.53 |
| JNJ Johnson & Johnson | Reduce -62.9% | 0.29% | −0.38 |
| NOW ServiceNow Inc. | Reduce -14.7% | 0.61% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.58% | −0.23 |
| SNOW Snowflake Inc. | Reduce -87.2% | 0.03% | −0.21 |
| DGRO iShares Core Dividend Growth | Reduce -17.6% | 0.92% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.7% | 0.82% | −0.17 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.14 |
| BLK BlackRock Inc. | Reduce -1.4% | 1.46% | −0.13 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Reduce -1.4% | 0.47% | −0.12 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.11 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.44% | −0.10 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.09 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.09 |
| PYPL PayPal Holdings Inc. | Reduce -1.7% | 0.25% | −0.08 |
| ABT Abbott Laboratories | Reduce -18.4% | 1.76% | −0.07 |
| HD Home Depot Inc. | Reduce -1.9% | 0.88% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Reduce -20.3% | 0.44% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -28.4% | 0.15% | −0.06 |
| LRCX Lam Research Corp. | Reduce -16.6% | 0.29% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -26.1% | 0.13% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.55% | −0.05 |
| PSX Phillips 66 | Reduce -26.7% | 0.20% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.46% | −0.04 |
| ITW Illinois Tool Works | Reduce -12.8% | 0.23% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -52.3% | 0.03% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| WMT Walmart Inc. | Reduce -3.8% | 0.53% | −0.03 |
| MWA Mueller Water Products Inc. Class A | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 0.41% | −0.02 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.02 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.02 |
| ACA Arcosa Inc. | Sold out | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.9% | 0.39% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.02 |
| PPG PPG Industries Inc. | Reduce -42.5% | 0.03% | −0.02 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.8% | 0.12% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.02 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| KN Knowles Corp. | Sold out | 0.00% | −0.02 |
| FRT Federal Realty Invs Trust | Reduce -3.9% | 0.11% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| KLAC KLA Corp. | Add +251.9% | 1.22% | +0.90 |
| CMCSA Comcast Corp. Class A | Add +92.7% | 1.74% | +0.83 |
| AMT American Tower Corp. | Add +8.6% | 2.80% | +0.64 |
| PNC PNC Financial Services Group | New | 0.60% | +0.60 |
| CVX Chevron Corp. | Add +17.6% | 2.22% | +0.60 |
| VONE Vanguard Russell 1000 | Add +329.4% | 0.78% | +0.59 |
| PEP Pepsico Inc. | Add +48.5% | 1.79% | +0.58 |
| MDT Medtronic PLC | Add +33.4% | 1.65% | +0.56 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +37.6% | 1.60% | +0.33 |
| NDAQ Nasdaq Inc. | Add +43.9% | 1.04% | +0.31 |
| CI The Cigna Group | Add +61.2% | 0.61% | +0.30 |
| NOC Northrop Grumman Corp. | Add +7.4% | 1.31% | +0.20 |
| AMGN Amgen Inc. | Add +1.5% | 1.03% | +0.19 |
| AZN Astrazeneca PLC-Spons ADR | Add +13.2% | 0.78% | +0.17 |
| CCI Crown Castle Inc. | Add +66.5% | 0.34% | +0.16 |
| PLD Prologis Inc. | Add +53.8% | 0.40% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | Add +23.7% | 0.88% | +0.14 |
| CB Chubb Ltd. | Add +0.6% | 1.32% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.1% | 0.46% | +0.12 |
| SCHD Schwab US DVD Equity ETF | New | 0.11% | +0.11 |
| BSX Boston Scientific Corp. | Add +294.1% | 0.12% | +0.10 |
| NEE Nextera Energy Inc. | Add +4.0% | 2.55% | +0.09 |
| DUK Duke Energy Corp. | Add +15.7% | 0.36% | +0.09 |
| META Meta Platforms Inc. Class A | Add +14.4% | 0.73% | +0.09 |
| MELI MercadoLibre Inc. | Add +0.3% | 0.62% | +0.08 |
| LYB Lyondellbasell Indu Class A | Add +105.9% | 0.14% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +51.8% | 0.17% | +0.06 |
| EPD Enterprise Products Partners | Add +3.5% | 0.52% | +0.06 |
| MPLX MPLX LP | Add +3.1% | 0.39% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +1.3% | 1.00% | +0.05 |
| QCOM Qualcomm Inc. | Add +5.0% | 0.84% | +0.05 |
| ZTS Zoetis Inc. | Add +8.8% | 0.45% | +0.04 |
| VZ Verizon Communications Inc. | Add +4.8% | 0.25% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +143.6% | 0.07% | +0.04 |
| YUM Yum! Brands Inc. | Add +1.0% | 0.23% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +69.2% | 0.10% | +0.04 |
| MUB iShares National Muni Bond E | Add +10.6% | 0.38% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.4% | 0.39% | +0.04 |
| TSCO Tractor Supply Company | Add +4.8% | 0.38% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +5.7% | 0.26% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +40.9% | 0.13% | +0.03 |
| CNO Cno Financial Group Inc. | New | 0.03% | +0.03 |
| BAFN Bayfirst Financial Corp. Com | Add +33.3% | 0.07% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +1.9% | 0.57% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.03% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.03% | +0.03 |
| MHO M/I Homes Inc. | New | 0.02% | +0.02 |
| SANM Sanmina Corp. | New | 0.02% | +0.02 |
| ADSK Autodesk Inc. | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +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 |