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Size ($ in 1000's)
At 12/31/2023: $797,456 At 09/30/2023: $715,620
FourThought Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FourThought Financial Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the FourThought Financial Partners LLC top holdings by largest position size, as per the latest 13f filing made by FourThought Financial Partners LLC.
In the FourThought Financial Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by FourThought Financial Partners LLC in that top holding, then the share count change between reporting periods, and finally the FourThought Financial Partners LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
MICROSOFT CORP COM |
106,076 |
-1,350 |
$39,889 | MSFT | 106,076 | -1,350 | $39,889 | APPLE INC COM |
176,651 |
-688 |
$34,011 | AAPL | 176,651 | -688 | $34,011 | AMERICAN TOWER CORP NEW COM |
89,186 |
-3,301 |
$19,253 | AMT | 89,186 | -3,301 | $19,253 | BROADCOM INC COM |
16,881 |
-373 |
$18,843 | AVGO | 16,881 | -373 | $18,843 | LAM RESEARCH CORP COM |
20,031 |
-128 |
$15,689 | LRCX | 20,031 | -128 | $15,689 | VISA INC COM CL A |
58,882 |
-494 |
$15,330 | V | 58,882 | -494 | $15,330 | ABBOTT LABS COM |
136,690 |
+391 |
$15,046 | ABT | 136,690 | +391 | $15,046 | LOCKHEED MARTIN CORP COM |
32,985 |
-1,595 |
$14,950 | LMT | 32,985 | -1,595 | $14,950 | NEXTERA ENERGY INC COM |
240,540 |
+801 |
$14,610 | NEE | 240,540 | +801 | $14,610 | JPMORGAN CHASE & CO COM |
80,022 |
-1,062 |
$13,612 | JPM | 80,022 | -1,062 | $13,612 | HOME DEPOT INC COM |
38,360 |
+233 |
$13,294 | HD | 38,360 | +233 | $13,294 | COSTCO WHSL CORP NEW COM |
20,032 |
-214 |
$13,223 | COST | 20,032 | -214 | $13,223 | PEPSICO INC COM |
76,915 |
+184 |
$13,063 | PEP | 76,915 | +184 | $13,063 | LOWES COS INC COM |
58,312 |
+242 |
$12,977 | LOW | 58,312 | +242 | $12,977 | COMCAST CORP NEW CL A |
282,720 |
+47,652 |
$12,397 | CMCSA | 282,720 | +47,652 | $12,397 | BLACKROCK INC COM |
14,870 |
-369 |
$12,071 | BLK | 14,870 | -369 | $12,071 | TEXAS INSTRS INC COM |
69,135 |
-169 |
$11,785 | TXN | 69,135 | -169 | $11,785 | MEDTRONIC PLC SHS |
139,161 |
-3,246 |
$11,464 | MDT | 139,161 | -3,246 | $11,464 | PHILLIPS 66 COM |
84,803 |
-1,022 |
$11,291 | PSX | 84,803 | -1,022 | $11,291 | AIR PRODS & CHEMS INC COM |
40,609 |
+347 |
$11,119 | APD | 40,609 | +347 | $11,119 | ACCENTURE PLC IRELAND SHS CLASS A |
31,269 |
-431 |
$10,973 | ACN | 31,269 | -431 | $10,973 | AMAZON COM INC COM |
70,895 |
-1,034 |
$10,772 | AMZN | 70,895 | -1,034 | $10,772 | QUALCOMM INC COM |
74,322 |
-186 |
$10,749 | QCOM | 74,322 | -186 | $10,749 | VANGUARD S&P 500 ETF (VOO) |
22,466 |
+1,822 |
$9,813 | VOO | 22,466 | +1,822 | $9,813 | CHEVRON CORP NEW COM |
64,592 |
+1,613 |
$9,635 | CVX | 64,592 | +1,613 | $9,635 | AMGEN INC COM |
31,793 |
-1,081 |
$9,157 | AMGN | 31,793 | -1,081 | $9,157 | CHUBB LIMITED COM |
40,379 |
-390 |
$9,126 | CB | 40,379 | -390 | $9,126 | UNITEDHEALTH GROUP INC COM |
15,868 |
-168 |
$8,354 | UNH | 15,868 | -168 | $8,354 | ALPHABET INC CAP STK CL A |
59,612 |
-195 |
$8,327 | GOOGL | 59,612 | -195 | $8,327 | CISCO SYS INC COM |
160,955 |
+297 |
$8,131 | CSCO | 160,955 | +297 | $8,131 | NORTHROP GRUMMAN CORP COM |
17,367 |
-71 |
$8,130 | NOC | 17,367 | -71 | $8,130 | NVIDIA CORPORATION COM |
16,342 |
+282 |
$8,093 | NVDA | 16,342 | +282 | $8,093 | JOHNSON & JOHNSON COM |
47,220 |
+77 |
$7,401 | JNJ | 47,220 | +77 | $7,401 | ASML HOLDING N V N Y REGISTRY SHS |
9,522 |
+1,016 |
$7,207 | ASML | 9,522 | +1,016 | $7,207 | APPLIED MATLS INC COM |
43,319 |
-5,513 |
$7,021 | AMAT | 43,319 | -5,513 | $7,021 | SKYWORKS SOLUTIONS INC COM |
61,904 |
-2,265 |
$6,959 | SWKS | 61,904 | -2,265 | $6,959 | SERVICENOW INC COM |
9,733 |
+58 |
$6,876 | NOW | 9,733 | +58 | $6,876 | SALESFORCE INC COM |
25,364 |
-2,990 |
$6,674 | CRM | 25,364 | -2,990 | $6,674 | ISHARES CORE DIVIDEND GROWTH ETF (DGRO) |
122,409 |
+53,511 |
$6,588 | DGRO | 122,409 | +53,511 | $6,588 | BEST BUY INC COM |
80,763 |
-4,959 |
$6,322 | BBY | 80,763 | -4,959 | $6,322 | HONEYWELL INTL INC COM |
29,212 |
+727 |
$6,126 | HON | 29,212 | +727 | $6,126 | PROCTER AND GAMBLE CO COM |
40,071 |
-1,436 |
$5,872 | PG | 40,071 | -1,436 | $5,872 | ADOBE INC COM |
9,130 |
-707 |
$5,447 | ADBE | 9,130 | -707 | $5,447 | MARATHON PETE CORP COM |
36,413 |
-1,000 |
$5,402 | MPC | 36,413 | -1,000 | $5,402 | INTUIT COM |
8,574 |
-564 |
$5,359 | INTU | 8,574 | -564 | $5,359 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS |
50,057 |
+7,405 |
$5,206 | TSM | 50,057 | +7,405 | $5,206 | AUTODESK INC COM |
21,368 |
+1,186 |
$5,203 | ADSK | 21,368 | +1,186 | $5,203 | THERMO FISHER SCIENTIFIC INC COM |
9,415 |
-276 |
$4,998 | TMO | 9,415 | -276 | $4,998 | TARGET CORP COM |
34,465 |
-809 |
$4,909 | TGT | 34,465 | -809 | $4,909 | BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$4,783 | BRK.B | 7,327 | -36 | $2,613 | BRK.A | 4 | UNCH | $2,170 |
See Full List: All Stocks Held By FourThought Financial Partners LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By FourThought Financial Partners LLC
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