Fund HoldingsFourThought Financial Partners, LLC

Total Portfolio Value
$962.72M
Total Bought
$200.70M
Total Sold
$94.24M
Net Transaction
+$106.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
72,065352,165+280,1006,00528,6132.97%+22,608
PEPSICO INC COM(PEP)076,867+76,867011,6881.21%+11,688
BROADCOM INC COM(AVGO)153,133152,944-18926,41535,4593.68%+9,043
WALMART INC COM(WMT)059,963+59,96305,4180.56%+5,418
CATERPILLAR INC COM(CAT)013,253+13,25304,8080.50%+4,808
CHESAPEAKE UTILS CORP COM(CPK)038,167+38,16704,6320.48%+4,632
MARATHON PETE CORP COM(MPC)032,975+32,97504,6000.48%+4,600
GOLDMAN SACHS GROUP INC COM(GS)07,308+7,30804,1850.43%+4,185
EXXON MOBIL CORP COM038,103+38,10304,0990.43%+4,099
VANGUARD S&P SMALL-CAP 600 ETF76,636114,998+38,3628,29012,1941.27%+3,904
ALPHABET INC CAP STK CL A(GOOG)074,737+74,737014,1481.47%+14,148
VANGUARD TAX-EXEMPT BOND ETF067,422+67,42203,3800.35%+3,380
ISHARES NATIONAL MUNI BOND ETF031,083+31,08303,3120.34%+3,312
LAM RESEARCH CORP COM NEW(LRCX)045,687+45,68703,3000.34%+3,300
BERKSHIRE HATHAWAY INC DEL CL B NEW07,147+7,14703,2400.34%+3,240
ABBVIE INC COM(ABBV)018,021+18,02103,2020.33%+3,202
KLA CORP COM NEW(KLAC)04,870+4,87003,0690.32%+3,069
THE CIGNA GROUP COM(CI)011,045+11,04503,0500.32%+3,050
VISA INC COM CL A(V)62,88863,709+82117,29120,1352.09%+2,844
AMAZON COM INC COM(AMZN)78,27679,400+1,12414,58517,4201.81%+2,835
VEEVA SYS INC CL A COM(VEEV)9,88122,859+12,9782,0744,8060.50%+2,733
BERKSHIRE HATHAWAY INC DEL CL A04+402,7240.28%+2,724
NVIDIA CORPORATION COM(NVDA)174,699178,247+3,54821,21523,9372.49%+2,721
ILLINOIS TOOL WKS INC COM(ITW)09,970+9,97002,5280.26%+2,528
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
128,985172,725+43,7408,08610,5951.10%+2,509
ALLSTATE CORP COM(ALL)012,889+12,88902,4850.26%+2,485
JPMORGAN CHASE & CO. COM(JPM)79,28677,983-1,30316,71818,6931.94%+1,975
YUM BRANDS INC COM(YUM)013,915+13,91501,8670.19%+1,867
ELI LILLY & CO COM(LLY)02,297+2,29701,7740.18%+1,774
APPLE INC COM(AAPL)0136,017+136,017034,0613.54%+34,061
ISHARES CORE U.S. AGGREGATE BOND ETF36,34554,489+18,1443,6815,2800.55%+1,599
AUTOMATIC DATA PROCESSING INC COM05,140+5,14001,5050.16%+1,505
MSCI INC COM(MSCI)5,9268,144+2,2183,4554,8870.51%+1,432
EOS ENERGY ENTERPRISES INC COM CL A(EOSE)0274,617+274,61701,3350.14%+1,335
MORGAN STANLEY COM NEW(MS)09,949+9,94901,2510.13%+1,251
INTUITIVE SURGICAL INC COM NEW02,218+2,21801,1580.12%+1,158
FEDEX CORP COM(FDX)04,053+4,05301,1400.12%+1,140
MCKESSON CORP COM(MCK)01,968+1,96801,1220.12%+1,122
SNOWFLAKE INC CL A(SNOW)014,903+14,90302,3010.24%+2,301
WASTE MGMT INC DEL COM(WM)05,425+5,42501,0950.11%+1,095
BLACKROCK INC COM(BLK)14,96914,926-4314,21315,3011.59%+1,088
INVESCO NASDAQ INTERNET ETF
NASDAQ INTERNT
022,460+22,46001,0490.11%+1,049
CISCO SYS INC COM(CSCO)177,331176,939-3929,43810,4751.09%+1,037
NETFLIX INC COM(NFLX)01,150+1,15001,0250.11%+1,025
UNION PAC CORP COM(UNP)04,339+4,33909890.10%+989
MCDONALDS CORP COM(MCD)03,384+3,38409810.10%+981
ENTERPRISE PRODS PARTNERS L P COM(EPD)118,562140,532+21,9703,4514,4070.46%+956
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)048,304+48,30409,5400.99%+9,540
BANK AMERICA CORP COM020,919+20,91909190.10%+919
RTX CORPORATION COM(RTX)07,777+7,77709000.09%+900
MPLX LP COM UNIT REP LTD(MPLX)53,37367,635+14,2622,3733,2370.34%+864
PFIZER INC COM(PFE)031,692+31,69208410.09%+841
ATI INC COM(ATI)014,536+14,53608000.08%+800
NORTHROP GRUMMAN CORP COM(NOC)18,73222,749+4,0179,89210,6761.11%+784
TJX COS INC NEW COM(TJX)06,439+6,43907780.08%+778
PHILIP MORRIS INTL INC COM(PM)06,318+6,31807600.08%+760
CONOCOPHILLIPS COM(COP)07,543+7,54307480.08%+748
CROWDSTRIKE HLDGS INC CL A(CRWD)011,656+11,65603,9890.41%+3,989
ORACLE CORP COM(ORCL)04,255+4,25507090.07%+709
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
03,348+3,34802,0820.22%+2,082
BOEING CO COM(BA)03,970+3,97007030.07%+703
ENERGY TRANSFER L P COM UT LTD PTN(ET)61,74485,136+23,3929911,6680.17%+677
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
86,54987,329+7808,3549,0210.94%+667
MICROSOFT CORP COM(MSFT)0108,627+108,627045,7874.76%+45,787
SOUTHERN CO COM(SO)07,833+7,83306450.07%+645
ARISTA NETWORKS INC COM SHS(ANET)05,755+5,75506360.07%+636
CORCEPT THERAPEUTICS INC COM(CORT)012,406+12,40606250.06%+625
INTERNATIONAL BUSINESS MACHS COM(IBM)02,775+2,77506100.06%+610
HONEYWELL INTL INC COM(HON)034,024+34,02407,6860.80%+7,686
ROYAL CARIBBEAN GROUP COM
COM
02,619+2,61906040.06%+604
CME GROUP INC COM(CME)39,67440,296+6228,7549,3580.97%+604
BOOKING HOLDINGS INC COM(BKNG)0121+12106010.06%+601
ALPHABET INC CAP STK CL C(GOOG)026,921+26,92105,1270.53%+5,127
ANALOG DEVICES INC COM(ADI)02,799+2,79905950.06%+595
MOTOROLA SOLUTIONS INC COM NEW(MSI)01,282+1,28205930.06%+593
DISCOVER FINL SVCS COM03,418+3,41805920.06%+592
EMERSON ELEC CO COM(EMR)04,676+4,67605800.06%+580
DEERE & CO COM(DE)01,355+1,35505740.06%+574
DANAHER CORPORATION COM(DHR)02,433+2,43305590.06%+559
AFLAC INC COM(AFL)05,391+5,39105580.06%+558
TESLA INC COM(TSLA)01,358+1,35805480.06%+548
GENERAL DYNAMICS CORP COM(GD)02,071+2,07105460.06%+546
FORTINET INC COM(FTNT)35,54334,782-7612,7563,2860.34%+530
GRAINGER W W INC COM(GWW)0495+49505220.05%+522
MERCK & CO INC COM(MRK)05,186+5,18605160.05%+516
PAYCHEX INC COM(PAYX)03,664+3,66405140.05%+514
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
02,926+2,92605130.05%+513
GE AEROSPACE COM NEW(GE)03,041+3,04105070.05%+507
PALANTIR TECHNOLOGIES INC CL A(PLTR)06,439+6,43904870.05%+487
PPG INDS INC COM(PPG)03,830+3,83004580.05%+458
NASDAQ INC COM(NDAQ)89,81890,735+9176,5587,0150.73%+457
STARBUCKS CORP COM(SBUX)04,904+4,90404480.05%+448
DISNEY WALT CO COM(DIS)04,001+4,00104460.05%+446
CITIGROUP INC COM NEW(C)06,210+6,21004370.05%+437
MONDELEZ INTL INC CL A(MDLZ)07,308+7,30804370.05%+437
REGENERON PHARMACEUTICALS COM(REGN)0611+61104350.05%+435
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
01,787+1,78704330.04%+433
COCA COLA CO COM(KO)06,870+6,87004280.04%+428
ROCKWELL AUTOMATION INC COM(ROK)01,488+1,48804260.04%+426
ILLUMINA INC COM(ILMN)03,173+3,17304240.04%+424
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