Fourthought Financial Partners, LLC Top Holdings and 13F Report (2025) About Fourthought Financial Partners, LLCInvestment ActivityFourthought Financial Partners, LLC has $962.72 million in total holdings as of December 31, 2024.Fourthought Financial Partners, LLC owns shares of 318 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 18.94% of the portfolio was purchased this quarter.About 5.60% of the portfolio was sold this quarter.This quarter, Fourthought Financial Partners, LLC has purchased 174 new stocks and bought additional shares in 55 stocks.Fourthought Financial Partners, LLC sold shares of 95 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $45,786,650Broadcom $35,458,712Apple $34,061,411Vanguard Russell 1000 Value $28,613,406NVIDIA $23,936,908 Largest New Holdings this Quarter PepsiCo $11,688,420 HoldingWalmart $5,417,678 HoldingCaterpillar $4,807,844 HoldingChesapeake Utilities $4,631,565 HoldingMarathon Petroleum $4,600,117 Holding Largest Purchases this Quarter Vanguard Russell 1000 Value 280,100 shares (about $22.76M)PepsiCo 76,867 shares (about $11.69M)Walmart 59,963 shares (about $5.42M)Caterpillar 13,253 shares (about $4.81M)Chesapeake Utilities 38,167 shares (about $4.63M) Largest Sales this Quarter Best Buy 82,435 shares (about $7.07M)Comcast 167,104 shares (about $6.27M)Salesforce 9,733 shares (about $3.25M)Medtronic 40,736 shares (about $3.25M)Phillips 66 27,365 shares (about $3.12M) 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$45,786,650$1,573,894 ▲3.6%108,6274.8%Computer and TechnologyAVGOBroadcom$35,458,712$43,818 ▼-0.1%152,9443.7%Computer and TechnologyAAPLApple$34,061,411$676,636 ▼-1.9%136,0173.5%Computer and TechnologyVONVVanguard Russell 1000 Value$28,613,406$22,758,125 ▲388.7%352,1653.0%ETFNVDANVIDIA$23,936,908$476,463 ▲2.0%178,2472.5%Computer and TechnologyNEENextEra Energy$23,673,6320.0%330,2222.5%UtilitiesAMTAmerican Tower$20,795,167$600,488 ▼-2.8%113,3802.2%FinanceVVisa$20,134,776$259,471 ▲1.3%63,7092.1%Business ServicesJPMJPMorgan Chase & Co.$18,693,356$312,343 ▼-1.6%77,9831.9%FinanceABTAbbott Laboratories$17,599,790$214,232 ▲1.2%155,5981.8%MedicalAPDAir Products and Chemicals$17,579,100$78,311 ▼-0.4%60,6091.8%Basic MaterialsAMZNAmazon.com$17,419,703$246,596 ▲1.4%79,4001.8%Retail/WholesaleCVXChevron$15,610,096$2,041,244 ▼-11.6%107,7741.6%Oils/EnergyBLACKROCK INC COM$15,300,842$44,080 ▼-0.3%14,9261.6%StockLOWLowe's Companies$15,030,737$21,472 ▼-0.1%60,9021.6%Retail/WholesaleLMTLockheed Martin$14,714,693$75,809 ▼-0.5%30,2801.5%AerospaceVOOVanguard S&P 500 ETF$14,623,963$1,512,452 ▼-9.4%27,1411.5%ETFGOOGLAlphabet$14,147,797$1,883,546 ▲15.4%74,7371.5%Computer and TechnologyTXNTexas Instruments$13,847,853$118,319 ▲0.9%73,8511.4%Computer and TechnologyCOSTCostco Wholesale$12,307,685$125,533 ▼-1.0%13,4321.3%Retail/WholesaleVIOOVanguard S&P Small-Cap 600 ETF$12,194,437$4,067,923 ▲50.1%114,9981.3%ETFPEPPepsiCo$11,688,420$11,688,420 ▲New Holding76,8671.2%Consumer StaplesCBChubb$11,466,420$95,878 ▲0.8%41,4991.2%FinanceNOCNorthrop Grumman$10,676,046$1,885,168 ▲21.4%22,7491.1%AerospaceDGROiShares Core Dividend Growth ETF$10,594,965$2,683,015 ▲33.9%172,7251.1%ETFMDTMedtronic$10,507,782$3,254,006 ▼-23.6%131,5441.1%MedicalCSCOCisco Systems$10,474,827$23,206 ▼-0.2%176,9391.1%Computer and TechnologyACNAccenture$10,001,783$5,277 ▼-0.1%28,4311.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$9,539,661$244,100 ▼-2.5%48,3041.0%Computer and TechnologyCMECME Group$9,357,941$144,447 ▲1.6%40,2961.0%FinanceNOWServiceNow$9,129,753$1,867,931 ▼-17.0%8,6120.9%Computer and TechnologyHDHome Depot$9,088,286$7,780 ▼-0.1%23,3630.9%Retail/WholesaleUNHUnitedHealth Group$9,085,129$80,435 ▼-0.9%17,9590.9%MedicalVONGVanguard Russell 1000 Growth ETF$9,021,132$80,574 ▲0.9%87,3290.9%ETFCMCSAComcast$8,785,358$6,271,438 ▼-41.7%234,0880.9%Consumer DiscretionaryAMGNAmgen$8,084,761$62,295 ▲0.8%31,0180.8%MedicalHONHoneywell International$7,685,818$52,859 ▼-0.7%34,0240.8%Multi-Sector ConglomeratesQCOMQUALCOMM$7,642,541$79,115 ▲1.0%49,7490.8%Computer and TechnologyASMLASML$7,133,996$151,094 ▲2.2%10,2930.7%Computer and TechnologyNDAQNasdaq$7,014,729$70,893 ▲1.0%90,7350.7%FinancePGProcter & Gamble$6,742,017$15,089 ▼-0.2%40,2140.7%Consumer StaplesJNJJohnson & Johnson$6,477,553$818,697 ▼-11.2%44,7900.7%MedicalBMYBristol-Myers Squibb$6,442,215$667,015 ▼-9.4%113,9000.7%MedicalMETAMeta Platforms$6,180,036$269,945 ▲4.6%10,5540.6%Computer and TechnologyAZNAstraZeneca$5,887,380$120,819 ▲2.1%89,8560.6%MedicalMAMastercard$5,873,912$27,382 ▲0.5%11,1550.6%Business ServicesQQQInvesco QQQ$5,779,706$119,633 ▲2.1%11,3050.6%FinanceCRMSalesforce$5,695,841$3,254,145 ▼-36.4%17,0360.6%Computer and TechnologyAMATApplied Materials$5,626,945$32,852 ▲0.6%34,5990.6%Computer and TechnologyWMTWalmart$5,417,678$5,417,678 ▲New Holding59,9630.6%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$5,280,051$1,758,176 ▲49.9%54,4890.5%FinanceINTUIntuit$5,142,286$70,399 ▼-1.4%8,1810.5%Computer and TechnologyGOOGAlphabet$5,126,974$28,757 ▼-0.6%26,9210.5%Computer and TechnologyMELIMercadoLibre$5,124,609$8,504 ▲0.2%3,0130.5%Retail/WholesaleEMLPFirst Trust North American Energy Infrastructure Fund$4,974,438$146,736 ▼-2.9%139,5350.5%ETFTMOThermo Fisher Scientific$4,963,043$18,208 ▲0.4%9,5400.5%MedicalMSCIMSCI$4,886,749$1,330,895 ▲37.4%8,1440.5%FinanceCATCaterpillar$4,807,844$4,807,844 ▲New Holding13,2530.5%Industrial ProductsVEEVVeeva Systems$4,806,246$2,728,705 ▲131.3%22,8590.5%MedicalCPKChesapeake Utilities$4,631,565$4,631,565 ▲New Holding38,1670.5%UtilitiesMPCMarathon Petroleum$4,600,117$4,600,117 ▲New Holding32,9750.5%Oils/EnergyADBEAdobe$4,498,828$59,142 ▲1.3%10,1170.5%Computer and TechnologyEPDEnterprise Products Partners$4,407,098$688,981 ▲18.5%140,5320.5%Oils/EnergyGSThe Goldman Sachs Group$4,184,800$4,184,800 ▲New Holding7,3080.4%FinanceTGTTarget$4,184,355$1,260,457 ▼-23.1%30,9530.4%Retail/WholesaleXOMExxon Mobil$4,098,808$4,098,808 ▲New Holding38,1030.4%Oils/EnergyCRWDCrowdStrike$3,988,529$7,870 ▼-0.2%11,6560.4%Computer and TechnologyZTSZoetis$3,950,978$21,344 ▲0.5%24,2490.4%MedicalJEPIJPMorgan Equity Premium Income ETF$3,589,111$4,372 ▲0.1%62,3860.4%ETFVTEBVanguard Tax-Exempt Bond ETF$3,379,865$3,379,865 ▲New Holding67,4220.4%ETFTSCOTractor Supply$3,350,556$2,690,484 ▲407.6%63,1460.3%Retail/WholesaleMUBiShares National Muni Bond ETF$3,311,986$3,311,986 ▲New Holding31,0830.3%ETFLAM RESEARCH CORP COM NEW$3,300,034$3,300,034 ▲New Holding45,6870.3%StockFTNTFortinet$3,286,203$71,899 ▼-2.1%34,7820.3%Computer and TechnologyDLRDigital Realty Trust$3,253,662$118,989 ▼-3.5%18,3480.3%FinanceBRK.BBerkshire Hathaway$3,239,592$3,239,592 ▲New Holding7,1470.3%FinanceMPLXMplx$3,237,016$682,580 ▲26.7%67,6350.3%Oils/EnergyABBVAbbVie$3,202,403$3,202,403 ▲New Holding18,0210.3%MedicalPYPLPayPal$3,119,372$20,484 ▼-0.7%36,5480.3%Computer and TechnologyKLACKLA$3,068,975$3,068,975 ▲New Holding4,8700.3%Computer and TechnologyCIThe Cigna Group$3,049,997$3,049,997 ▲New Holding11,0450.3%MedicalCSXCSX$3,049,726$62,959 ▲2.1%94,5060.3%TransportationBRK.ABerkshire Hathaway$2,723,680$2,723,680 ▲New Holding40.3%FinanceDUKDuke Energy$2,638,211$341,547 ▲14.9%24,4860.3%UtilitiesHYMUiShares High Yield Muni Income Active ETF$2,586,304$120,144 ▼-4.4%114,1350.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,547,536$106,311 ▼-4.0%99,5900.3%ETFITWIllinois Tool Works$2,528,128$2,528,128 ▲New Holding9,9700.3%Industrial ProductsAMDAdvanced Micro Devices$2,514,969$36,479 ▼-1.4%20,8210.3%Computer and TechnologyALLAllstate$2,484,870$2,484,870 ▲New Holding12,8890.3%FinanceKYNKayne Anderson Energy Infrastructure Fund$2,437,049$36,974 ▼-1.5%191,7420.3%Financial ServicesPSXPhillips 66$2,436,054$3,117,698 ▼-56.1%21,3820.3%Oils/EnergyWMBWilliams Companies$2,361,155$11,906 ▲0.5%43,6280.2%Oils/EnergyPLDPrologis$2,353,835$1,181,304 ▼-33.4%22,2690.2%FinanceSNOWSnowflake$2,301,172$702,257 ▲43.9%14,9030.2%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$2,237,612$348,012 ▲18.4%42,8990.2%ManufacturingSSNCSS&C Technologies$2,187,058$14,702 ▼-0.7%28,8600.2%Computer and TechnologyTAT&T$2,158,723$82,200 ▼-3.7%94,8050.2%Computer and TechnologyVGTVanguard Information Technology ETF$2,082,159$621,911 ▲42.6%3,3480.2%ETFVZVerizon Communications$2,015,553$12,397 ▼-0.6%50,4010.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,979,401$168,589 ▼-7.8%39,2970.2%ETFShowing largest 100 holdings. 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