4Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About 4Wealth Advisors, Inc.Investment Activity4Wealth Advisors, Inc. has $99.84 million in total holdings as of December 31, 2024.4Wealth Advisors, Inc. owns shares of 141 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Largest Holdings Monarch ProCap Index ETF $4,262,633JPMorgan Equity Premium Income ETF $3,598,585Apple $2,855,012iShares U.S. Treasury Bond ETF $2,645,560Vanguard Short-Term Treasury Index ETF $2,577,726 Sector AllocationMap of 500 Largest Holdings of4Wealth Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMPROMonarch ProCap Index ETF$4,262,633148,9914.3%ETFJEPIJPMorgan Equity Premium Income ETF$3,598,58562,5513.6%ETFAAPLApple$2,855,01211,4012.9%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$2,645,560115,1242.6%ETFVGSHVanguard Short-Term Treasury Index ETF$2,577,72644,3062.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,478,80943,9662.5%ETFNVDANVIDIA$2,318,59317,2662.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,142,7883,6562.1%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,138,95926,6472.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,052,68126,3132.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,022,97720,1652.0%ETFMSFTMicrosoft$1,718,8994,0781.7%Computer and TechnologyJNJJohnson & Johnson$1,610,10611,1331.6%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,585,47816,3621.6%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,544,02115,5101.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,399,80115,3101.4%ETFXLVHealth Care Select Sector SPDR Fund$1,393,82210,1321.4%ETFWMTWalmart$1,382,92915,3061.4%Retail/WholesaleVVisa$1,378,8984,3631.4%Business ServicesQQQInvesco QQQ$1,367,9082,6761.4%FinanceAMZNAmazon.com$1,300,1055,9261.3%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$1,241,04714,2111.2%ETFTSLATesla$1,150,9442,8501.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$1,106,2302,4411.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,091,68121,7771.1%ETFJAAAJanus Henderson AAA CLO ETF$953,70318,8071.0%ETFBABoeing$939,5165,3080.9%AerospaceMCDMcDonald's$886,4413,0580.9%Retail/WholesaleISRGIntuitive Surgical$847,6631,6240.8%MedicalFITBFifth Third Bancorp$837,90119,8180.8%FinanceXLPConsumer Staples Select Sector SPDR Fund$835,61110,6300.8%ETFXLIIndustrial Select Sector SPDR Fund$825,3326,2640.8%ETFGOOGAlphabet$793,5024,1670.8%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$780,48323,8240.8%ETFCLMBClimb Global Solutions$748,3645,9040.7%Business ServicesWWWWolverine World Wide$731,49032,9500.7%Consumer DiscretionaryMETAMeta Platforms$730,2641,2470.7%Computer and TechnologyGOOGLAlphabet$725,3543,8320.7%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$720,7438,2000.7%ETFGDXVanEck Gold Miners ETF$707,67220,8690.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$696,48513,6190.7%ETFPEPPepsiCo$695,4094,5730.7%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$653,36011,3810.7%ETFQCOMQUALCOMM$628,5194,0910.6%Computer and TechnologyJBBBJanus Henderson B-BBB CLO ETF$623,69312,6870.6%ETFVBKVanguard Small-Cap Growth ETF$620,1902,2140.6%ETFAVGOBroadcom$618,0682,6660.6%Computer and TechnologyAMATApplied Materials$611,3593,7590.6%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$610,4356,9960.6%ETFJPMJPMorgan Chase & Co.$602,5662,5140.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$596,5368,6530.6%ETFABBVAbbVie$591,5423,3290.6%MedicalABTAbbott Laboratories$577,2415,1030.6%MedicalFLUENT INC$576,173228,6400.6%COM NEWDISWalt Disney$568,9845,1100.6%Consumer DiscretionarySTNGScorpio Tankers$564,82611,3670.6%TransportationLLYEli Lilly and Company$538,6046980.5%MedicalELFe.l.f. Beauty$535,4714,2650.5%Consumer StaplesVUGVanguard Growth ETF$535,3631,3040.5%ETFPGProcter & Gamble$533,8653,1840.5%Consumer StaplesGLDMSPDR Gold MiniShares Trust$533,31310,2580.5%FinanceHDHome Depot$529,2821,3610.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$525,1816,1310.5%ETFIBMInternational Business Machines$522,1692,3750.5%Computer and TechnologySTZConstellation Brands$520,6762,3560.5%Consumer StaplesFVDFirst Trust Value Line Dividend Index Fund$515,38311,8100.5%ETFULTAUlta Beauty$511,9131,1770.5%Retail/WholesaleXOMExxon Mobil$511,8514,7580.5%Oils/EnergySCHDSchwab US Dividend Equity ETF$501,83118,3690.5%ETFCSCOCisco Systems$494,1048,3460.5%Computer and TechnologyCWCurtiss-Wright$482,9781,3610.5%AerospaceGTGoodyear Tire & Rubber$477,13553,0150.5%Auto/Tires/TrucksIAUiShares Gold Trust$468,5639,4640.5%FinanceCRMSalesforce$453,4471,3560.5%Computer and TechnologyTDVProShares S&P Technology Dividend Aristocrats ETF$449,6295,9590.5%ETFMMM3M$438,8923,4000.4%Multi-Sector ConglomeratesCVXChevron$432,7132,9880.4%Oils/EnergyAMDAdvanced Micro Devices$423,9733,5100.4%Computer and TechnologyTMUST-Mobile US$414,2581,8770.4%Computer and TechnologyGSThe Goldman Sachs Group$412,3807200.4%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$404,40511,8490.4%ETFVZVerizon Communications$402,00910,0530.4%Computer and TechnologyCMTCore Molding Technologies$398,81224,1120.4%Industrial ProductsCATCaterpillar$391,0171,0780.4%Industrial ProductsALNTAllient$390,54416,0850.4%Computer and TechnologyBORRBorr Drilling$384,91198,6950.4%Oils/EnergyHONHoneywell International$381,5531,6890.4%Multi-Sector ConglomeratesMAMastercard$373,4287090.4%Business ServicesFANGDiamondback Energy$365,7112,2320.4%Oils/EnergyHSIIHeidrick & Struggles International$365,3368,2450.4%Business ServicesCEGConstellation Energy$362,2501,6190.4%Oils/EnergyINTUIntuit$360,9105740.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$356,7554,7130.4%ETFSPTNSpartanNash$353,57619,3000.4%Retail/WholesaleSOSouthern$348,3474,2320.3%UtilitiesGMGeneral Motors$345,5236,4860.3%Auto/Tires/TrucksTRVTravelers Companies$345,0211,4320.3%FinanceGDGeneral Dynamics$340,8111,2930.3%AerospaceNKENIKE$336,5334,4470.3%Consumer DiscretionarySPEMSPDR Portfolio Emerging Markets ETF$333,7578,6980.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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