Investor Details
| Filer Name: | FOURTHOUGHT FINANCIAL PARTNERS, LLC |
|---|---|
| CIK: | 1956790 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-04 |
| Number of Holdings: | 318 |
| Portfolio Value: | $0.96B |
Fourthought Financial Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 108,627 | $46M | 4.76% | 3.6% | - |
| AVGO | US | BROADCOM INC | 152,944 | $35M | 3.68% | -0.1% | - |
| AAPL | US | APPLE INC | 136,017 | $34M | 3.54% | -1.9% | - |
| VONV | US | VANGUARD RUSSELL 1000 VALUE | 352,165 | $29M | 2.97% | 388.7% | - |
| NVDA | US | NVIDIA CORP | 178,247 | $24M | 2.49% | 2.0% | - |
| NEE | US | NEXTERA ENERGY INC | 330,222 | $24M | 2.46% | - | - |
| AMT | US | AMERICAN TOWER CORP | 113,380 | $21M | 2.16% | -2.8% | - |
| V | US | VISA INC-CLASS A SHARES | 63,709 | $20M | 2.09% | 1.3% | - |
| JPM | US | JPMORGAN CHASE & CO | 77,983 | $19M | 1.94% | -1.6% | - |
| ABT | US | ABBOTT LABORATORIES | 155,598 | $18M | 1.83% | 1.2% | - |
| APD | US | AIR PRODUCTS & CHEMICALS INC | 60,609 | $18M | 1.83% | -0.4% | - |
| AMZN | US | AMAZON.COM INC | 79,400 | $17M | 1.81% | 1.4% | - |
| CVX | US | CHEVRON CORP | 107,774 | $16M | 1.62% | -11.6% | - |
| BLK | US | BLACKROCK INC | 14,926 | $15M | 1.59% | -0.3% | - |
| LOW | US | LOWE'S COS INC | 60,902 | $15M | 1.56% | -0.1% | - |
| LMT | US | LOCKHEED MARTIN CORP | 30,280 | $15M | 1.53% | -0.5% | - |
| VOO | US | VANGUARD S&P 500 ETF | 27,141 | $15M | 1.52% | -9.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 74,737 | $14M | 1.47% | 15.4% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 73,851 | $14M | 1.44% | 0.9% | - |
| COST | US | COSTCO WHOLESALE CORP | 13,432 | $12M | 1.28% | -1.0% | - |