Fund Holdings — 4WEALTH ADVISORS, INC.

Total Portfolio Value
$130.28M
Total Bought
$18.12M
Total Sold
$9.90M
Net Transaction
+$8.22M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR BLO 1 ETF
43,06265,909+22,8473,9466,0404.64%+2,094
GENERAL MILLS INC(GIS)018,905+18,90506880.53%+688
NVIDIA CORPORATION(NVDA)20,02820,031+33,3083,9053.00%+597
PIMCO ETF TR
MULTISECTOR BD
022,295+22,29505930.46%+593
SERVICENOW INC(NOW)05,118+5,11805120.39%+512
VANGUARD INDEX FDS3,3543,551+1971,9482,4181.86%+470
NORTHERN LTS FD TR IV
MONA PROC IN ETF
158,065163,425+5,3604,8835,3524.11%+470
INVESCO QQQ TR1,7501,979+2299771,4331.10%+456
ADVANCED MICRO DEVICES INC(AMD)2,1571,580-5774238520.65%+430
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
53,09553,652+5572,8553,2572.50%+402
CORNING INC(GLW)01,522+1,52203890.30%+389
MICRON TECHNOLOGY INC(MU)0322+32203690.28%+369
META PLATFORMS INC(META)2,0482,603+5551,0991,4641.12%+366
CARNIVAL CORP LTD
COMMON SHARES
011,768+11,76803440.26%+344
APPLE INC(AAPL)11,06810,885-1832,7303,0672.35%+337
ALPHABET INC(GOOG)4,8284,663-1651,3191,6381.26%+319
TESLA INC(TSLA)2,6373,035+3989371,2500.96%+313
MICROSOFT CORP(MSFT)6,0076,690+6832,1562,4661.89%+310
APPLIED MATLS INC781782+12525430.42%+291
ZOETIS INC(ZTS)03,808+3,80802790.21%+279
TEXAS INSTRS INC(TXN)0937+93702670.21%+267
TARGET CORP(TGT)1,8993,636+1,7372264870.37%+261
FIFTH THIRD BANCORP(FITB)20,72220,890+1689261,1860.91%+260
JPMORGAN CHASE & CO(JPM)2,3752,810+4356749260.71%+252
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
34,81137,408+2,5972,8653,1032.38%+238
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,5709,142+5721,2331,4691.13%+237
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
05,026+5,02602350.18%+235
ISHARES TR01,968+1,96802310.18%+231
VANGUARD WORLD FD
INDUSTRIAL ETF
0646+64602300.18%+230
EVERPURE INC(P)03,163+3,16302290.18%+229
ELI LILLY & CO(LLY)671669-25958230.63%+228
ISHARES TR
CORE MSCI TOTAL
13,60614,386+7801,1391,3641.05%+224
SPDR SERIES TRUST
ST STR SP400GRW
02,002+2,00202220.17%+222
VISA INC(V)4,0694,212+1431,2191,4391.10%+220
AMAZON COM INC(AMZN)8,1827,763-4191,6441,8641.43%+220
ALPHABET INC(GOOG)2,8482,819-297799970.77%+218
EA SERIES TRUST
EA ASTORIA DYNMC
08,525+8,52502150.16%+215
SPDR SERIES TRUST
ST STR SP400VAL
02,173+2,17302060.16%+206
VANGUARD INDEX FDS3,1533,092-619131,1180.86%+205
CATERPILLAR INC(CAT)606589-174056090.47%+204
CISCO SYS INC(CSCO)7,5506,637-9135827810.60%+200
UNITEDHEALTH GROUP INC(UNH)1,0051,061+562634450.34%+182
SELECT SECTOR SPDR TR
ST STR INDL ETF
5,1905,424+2348139910.76%+178
SPDR SERIES TRUST
ST STR P500ETF
13,96413,945-191,0391,2160.93%+177
E L F BEAUTY INC(ELF)7,0378,478+1,4414185930.45%+175
PROSHARES TR
S&P 500 DV ARIST
13,03227,310+14,2781,3641,5391.18%+175
SPDR SERIES TRUST
ST STR P500GRW
7,2357,165-706818410.65%+161
VANGUARD INDEX FDS1,73010,311+8,5817278750.67%+148
ISHARES TR19,81221,286+1,4741,7191,8611.43%+142
HOME DEPOT INC(HD)2,1682,403+2357018430.65%+142
GOLDMAN SACHS GROUP INC(GS)635640+55136530.50%+140
BERKSHIRE HATHAWAY INC DEL2,8603,011+1511,3571,4931.15%+136
ABBVIE INC(ABBV)3,2613,256-56958280.64%+133
BOEING CO(BA)4,2064,279+737969190.71%+123
SPDR SERIES TRUST
ST STR SP600SM C
9,0628,832-2308399600.74%+121
INVESTMENT MANAGERS SER TR I
ASTORIA REAL
69,19972,281+3,0821,4111,5301.17%+120
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
5,7466,327+5816087270.56%+119
CODA OCTOPUS GROUP INC(CODA)012,434+12,43401190.09%+119
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
79,55180,521+9704,4274,5453.49%+118
QUALCOMM INC(QCOM)5,3644,231-1,1336827980.61%+117
ABBOTT LABORATORIES7,5979,520+1,9237748830.68%+109
STATE STR SPDR DOW JONES IND(DIA)614739+1252773860.30%+108
ISHARES TR3,1713,297+1263834860.37%+103
BIOHAVEN LTD(BHVN)14,31614,532+2161162170.17%+101
VANGUARD INTL EQUITY INDEX F4,7655,357+5923474460.34%+99
JANUS DETROIT STR TR
B-BBB CLO ETF
24,08725,810+1,7231,1281,2270.94%+98
JANUS DETROIT STR TR
HENDRSON AAA CL
35,63337,444+1,8111,8001,8981.46%+98
BROADCOM INC(AVGO)2,2232,004-2196527460.57%+94
INTERNATIONAL BUSINESS MACHS(IBM)2,6832,587-966377190.55%+83
ISHARES TR5,5495,807+2583644440.34%+80
PROSHARES TR
S&P TECH DIVIDEN
4,3294,258-713554330.33%+78
SPDR INDEX SHS FDS
ST STR PO EX ETF
10,77511,051+2764765540.42%+77
CURTISS WRIGHT CORP(CW)1,2251,143-827748430.65%+69
TRAVELERS COMPANIES INC(TRV)1,5171,538+214435100.39%+68
SIMON PPTY GROUP INC NEW(SPG)1,3981,411+132553210.25%+66
3M CO(MMM)3,1363,144+84475110.39%+64
UNION PAC CORP(UNP)1,5421,578+363694300.33%+61
SPDR SERIES TRUST
ST STR P500VAL
12,29012,246-446847450.57%+61
SPDR INDEX SHS FDS
ST PORT MARK ETF
10,51710,455-624785370.41%+58
SPDR SERIES TRUST
ST STR SP600GRWO
2,4052,388-172252820.22%+57
FIRST TR EXCHANGE-TRADED FD
SHS
15,70016,249+5497327870.60%+55
BANK OF AMER CORP4,6864,773+872212760.21%+55
OLD SECOND BANCORP INC DEL(OSBC)18,65018,300-3503704250.33%+55
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,6668,053+3876286790.52%+52
GOODYEAR TIRE & RUBR CO(GT)98,877101,387+2,5106226730.52%+51
VULCAN MATLS CO(VMC)1,2611,276+153373880.30%+51
ISHARES TR24,32526,386+2,0615566010.46%+45
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
56,01556,994+9793,2763,3202.55%+44
ISHARES TR37837802402820.22%+42
JOHNSON & JOHNSON(JNJ)8,6468,271-3752,0972,1381.64%+42
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
5,1225,092-302122510.19%+38
ORACLE CORP(ORCL)2,8282,889+613934270.33%+34
ISHARES TR18,28018,595+3151,8401,8721.44%+32
VANECK ETF TRUST
GOLD MINERS ETF
11,32313,250+1,9279711,0030.77%+31
CLEVELAND-CLIFFS INC NEW(CLF)22,83223,012+1801852160.17%+31
WORLD GOLD TR(GLDM)9,55311,114+1,5618538830.68%+30
NIOCORP DEVS LTD(NB)68,99369,750+7572893190.24%+30
FLUENT INC(CNTMF)22,23726,917+4,68069960.07%+27
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
33,65733,940+2832,6602,6862.06%+26
ISHARES TR
ENERGY STRG & MA
6,6145,458-1,1562182400.18%+22
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4WEALTH ADVISORS, INC. — 13F Holdings — Q2 2026 | TickerTrail