Fourthought Financial Partners, LLC Top Holdings and 13F Report (2025) About Fourthought Financial Partners, LLCInvestment ActivityFourthought Financial Partners, LLC has $1.01 billion in total holdings as of June 30, 2025.Fourthought Financial Partners, LLC owns shares of 302 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 7.42% of the portfolio was sold this quarter.This quarter, Fourthought Financial Partners, LLC has purchased 318 new stocks and bought additional shares in 123 stocks.Fourthought Financial Partners, LLC sold shares of 124 stocks and completely divested from 39 stocks this quarter.Largest Holdings Microsoft $57,694,948Broadcom $41,361,392NVIDIA $31,556,903American Tower $28,217,032JPMorgan Chase & Co. $21,527,795 Largest New Holdings this Quarter 831865209 - A. O. Smith $1,561,967 Holding871607107 - Synopsys $956,148 Holding46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $659,018 Holding46436E726 - iShares iBonds Dec 2030 Term Corporate ETF $370,758 Holding46435U515 - iShares iBonds Dec 2028 Term Corporate ETF $330,036 Holding Largest Purchases this Quarter NXP Semiconductors 28,810 shares (about $6.29M)Novo Nordisk A/S 50,120 shares (about $3.46M)NVIDIA 19,597 shares (about $3.10M)AstraZeneca 41,785 shares (about $2.92M)Vanguard Russell 1000 Growth ETF 18,817 shares (about $2.05M) Largest Sales this Quarter Vanguard S&P Small-Cap 600 ETF 133,498 shares (about $13.51M)NextEra Energy 112,904 shares (about $7.84M)UnitedHealth Group 15,493 shares (about $4.83M)Apple 22,046 shares (about $4.52M)BLACKROCK INC COM 3,904 shares (about $4.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFourthought Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$57,694,948$907,274 ▲1.6%115,9915.7%Computer and TechnologyAVGOBroadcom$41,361,392$155,743 ▲0.4%150,0504.1%Computer and TechnologyNVDANVIDIA$31,556,903$3,096,128 ▲10.9%199,7403.1%Computer and TechnologyAMTAmerican Tower$28,217,032$991,940 ▲3.6%127,6672.8%FinanceJPMJPMorgan Chase & Co.$21,527,795$443,561 ▼-2.0%74,2572.1%FinanceVVisa$21,286,821$322,743 ▼-1.5%59,9542.1%Business ServicesAAPLApple$21,270,696$4,523,157 ▼-17.5%103,6742.1%Computer and TechnologyCVXChevron$18,981,546$830,215 ▲4.6%132,5621.9%EnergyAMZNAmazon.com$17,720,267$356,946 ▲2.1%80,7711.7%Retail/WholesaleVOOVanguard S&P 500 ETF$17,653,953$1,407,022 ▲8.7%31,0791.7%ETFABTAbbott Laboratories$16,807,861$451,962 ▼-2.6%123,5781.7%MedicalNEENextEra Energy$15,993,826$7,837,802 ▼-32.9%230,3921.6%UtilitiesMDTMedtronic$15,668,914$370,299 ▲2.4%179,7511.5%MedicalTXNTexas Instruments$15,527,376$150,941 ▼-1.0%74,7871.5%Computer and TechnologyKLACKLA$15,518,976$167,506 ▲1.1%17,3251.5%Computer and TechnologyPEPPepsiCo$15,497,771$425,300 ▲2.8%117,3721.5%Consumer StaplesLMTLockheed Martin$14,310,239$141,722 ▼-1.0%30,8981.4%AerospaceLOWLowe's Companies$13,785,953$36,831 ▲0.3%62,1351.4%Retail/WholesaleGOOGLAlphabet$13,526,857$323,381 ▲2.4%76,7571.3%Computer and TechnologyCMCSAComcast$13,206,230$2,895,387 ▼-18.0%370,0261.3%Consumer DiscretionaryCOSTCostco Wholesale$12,961,367$293,024 ▼-2.2%13,0931.3%Retail/WholesaleNOCNorthrop Grumman$12,378,616$165,995 ▲1.4%24,7581.2%AerospaceVONGVanguard Russell 1000 Growth ETF$11,995,288$2,054,816 ▲20.7%109,8471.2%ETFCBChubb$11,938,562$152,104 ▼-1.3%41,2071.2%FinanceAPDAir Products and Chemicals$11,806,389$76,156 ▼-0.6%41,8581.2%Basic MaterialsNDAQNasdaq$11,745,435$70,105 ▲0.6%131,3511.2%FinanceCSCOCisco Systems$11,550,021$314,499 ▼-2.7%166,4751.1%Computer and TechnologyASMLASML$11,458,100$1,253,355 ▲12.3%14,2981.1%Computer and TechnologyBLACKROCK INC COM$11,343,154$4,096,168 ▼-26.5%10,8111.1%StockTSMTaiwan Semiconductor Manufacturing$11,028,082$271,336 ▲2.5%48,6911.1%Computer and TechnologyMETAMeta Platforms$10,952,269$2,037,820 ▲22.9%14,8391.1%Computer and TechnologyCMECME Group$10,810,564$118,791 ▼-1.1%39,2231.1%FinanceVONVVanguard Russell 1000 Value ETF$10,470,264$1,556,701 ▲17.5%122,8761.0%ETFAZNAstraZeneca$10,024,656$2,919,942 ▲41.1%143,4551.0%MedicalDGROiShares Core Dividend Growth ETF$9,856,984$757,433 ▲8.3%154,1601.0%ETFVONEVanguard Russell 1000 ETF$9,305,971$1,025,977 ▲12.4%33,1340.9%ETFAMGNAmgen$8,792,739$1,117 ▼0.0%31,4910.9%MedicalACNAccenture$8,636,799$96,243 ▲1.1%28,8960.9%Computer and TechnologyQCOMQUALCOMM$8,434,534$116,419 ▲1.4%52,9610.8%Computer and TechnologyHDHome Depot$8,255,715$149,224 ▼-1.8%22,5170.8%Retail/WholesaleHONHoneywell International$8,078,086$70,329 ▼-0.9%34,6880.8%Multi-Sector ConglomeratesMELIMercadoLibre$7,915,891$20,907 ▲0.3%3,0290.8%Retail/WholesaleNXPINXP Semiconductors$7,152,937$6,294,707 ▲733.5%32,7380.7%Computer and TechnologyNOWServiceNow$6,997,627$555,122 ▼-7.3%6,8070.7%Computer and TechnologyAMATApplied Materials$6,533,495$130,527 ▲2.0%35,6890.6%Computer and TechnologyPGProcter & Gamble$6,439,535$19,596 ▼-0.3%40,4190.6%Consumer StaplesPNCThe PNC Financial Services Group$6,351,771$243,654 ▲4.0%34,0720.6%FinanceMAMastercard$6,298,238$33,155 ▲0.5%11,2080.6%Business ServicesINTUIntuit$6,172,696$179,581 ▼-2.8%7,8370.6%Computer and TechnologyQQQInvesco QQQ$6,122,381$57,368 ▼-0.9%11,0990.6%FinanceCICigna Group$6,085,678$199,671 ▲3.4%18,4090.6%MedicalPLDPrologis$5,652,881$2,052,029 ▲57.0%53,7760.6%FinanceWMTWalmart$5,574,187$64,731 ▼-1.1%57,0070.6%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$5,363,571$141,857 ▼-2.6%54,0680.5%FinanceMSCIMSCI$5,300,970$367,394 ▲7.4%9,1910.5%FinanceMPCMarathon Petroleum$5,233,762$61,959 ▼-1.2%31,5080.5%EnergyCCICrown Castle$5,226,826$2,031,599 ▲63.6%50,8790.5%FinanceVEEVVeeva Systems$5,206,872$41,468 ▼-0.8%18,0810.5%MedicalCATCaterpillar$5,126,918$2,329 ▲0.0%13,2070.5%IndustrialsDLRDigital Realty Trust$5,020,323$1,637,297 ▲48.4%28,7980.5%FinanceGSThe Goldman Sachs Group$4,916,995$174,823 ▼-3.4%6,9470.5%FinanceADBEAdobe$4,842,770$752,838 ▲18.4%12,5180.5%Computer and TechnologyEPDEnterprise Products Partners$4,832,081$323,094 ▲7.2%155,8230.5%EnergyGOOGAlphabet$4,679,187$67,408 ▼-1.4%26,3780.5%Computer and TechnologyCRMSalesforce$4,673,604$91,623 ▲2.0%17,1390.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,440,424$443,022 ▲11.1%9,1410.4%FinanceCPKChesapeake Utilities$4,267,8100.0%35,5000.4%UtilitiesTMOThermo Fisher Scientific$4,117,150$150,430 ▲3.8%10,1540.4%MedicalXOMExxon Mobil$4,016,485$79,448 ▼-1.9%37,2590.4%EnergyNVONovo Nordisk A/S$3,998,578$3,459,259 ▲641.4%57,9340.4%MedicalMPLXMplx$3,830,397$237,616 ▲6.6%74,3620.4%EnergyJEPIJPMorgan Equity Premium Income ETF$3,804,570$172,540 ▲4.8%66,9230.4%ETFDUKDuke Energy$3,687,356$345,384 ▲10.3%31,2490.4%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$3,649,138$245 ▲0.0%74,4270.4%ETFFTNTFortinet$3,623,764$2,854 ▼-0.1%34,2770.4%Computer and TechnologyMUBiShares National Muni Bond ETF$3,592,113$209 ▲0.0%34,3810.4%ETFZTSZoetis$3,573,913$540,992 ▼-13.1%22,9170.4%MedicalTSCOTractor Supply$3,454,396$38,470 ▼-1.1%65,4610.3%Retail/WholesaleCSXCSX$3,322,323$20,590 ▲0.6%101,8180.3%TransportationLAM RESEARCH CORP COM NEW$3,274,292$434,814 ▼-11.7%33,6380.3%StockPYPLPayPal$3,267,144$596,857 ▲22.4%43,9610.3%Business ServicesABBVAbbVie$3,212,332$98,564 ▼-3.0%17,3060.3%MedicalAMDAdvanced Micro Devices$3,177,851$27,812 ▼-0.9%22,3950.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$3,139,100$376,612 ▲13.6%51,5110.3%ManufacturingBRK.ABerkshire Hathaway$2,915,2000.0%40.3%FinanceCRWDCrowdStrike$2,861,580$2,546,852 ▼-47.1%5,6190.3%Computer and TechnologyTAT&T$2,825,628$147,710 ▲5.5%97,6370.3%Computer and TechnologyWMBWilliams Companies$2,819,132$190,254 ▲7.2%44,8830.3%EnergyKYNKayne Anderson Energy Infrastructure Fund$2,516,341$179,186 ▲7.7%197,8260.2%Financial ServicesHYMUiShares High Yield Muni Income Active ETF$2,515,268$33,911 ▲1.4%112,7420.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$2,505,949$13,514,004 ▼-84.4%24,7550.2%ETFLLYEli Lilly and Company$2,463,254$654,010 ▲36.1%3,1600.2%MedicalHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,441,330$35,089 ▲1.5%98,5200.2%ETFJNJJohnson & Johnson$2,372,731$165,738 ▼-6.5%15,5330.2%MedicalVZVerizon Communications$2,261,535$23,539 ▼-1.0%52,2660.2%Computer and TechnologyVGTVanguard Information Technology ETF$2,254,052$53,068 ▼-2.3%3,3980.2%ETFARCCAres Capital$2,219,316$307,132 ▲16.1%101,0620.2%FinancePODDInsulet$2,098,093$176,883 ▲9.2%6,6780.2%MedicalYUMYum! Brands$2,083,2630.0%14,0590.2%Retail/WholesaleITWIllinois Tool Works$2,051,106$97,413 ▼-4.5%8,2960.2%IndustrialsShowing 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. 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