4Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About 4Wealth Advisors, Inc.

Investment Activity

4Wealth Advisors, Inc. has $91.76 million in total holdings as of March 31, 2025.
4Wealth Advisors, Inc. owns shares of 123 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 12.07% of the portfolio was purchased this quarter.
About 18.87% of the portfolio was sold this quarter.
This quarter, 4Wealth Advisors, Inc. has purchased 141 new stocks and bought additional shares in 58 stocks.
4Wealth Advisors, Inc. sold shares of 52 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Monarch ProCap Index ETF: $4,214,863
JPMorgan Equity Premium Income ETF: $3,794,117
Vanguard Short-Term Treasury Index ETF: $2,773,364
iShares U.S. Treasury Bond ETF: $2,555,509
Vanguard Intermediate-Term Corporate Bond ETF: $2,520,928

Largest New Holdings this Quarter

256677105 - Dollar General: $574,623 Holding
147528103 - Casey's General Stores: $518,421 Holding
185899101 - Cleveland-Cliffs: $404,424 Holding
25460E869 - Direxion Daily S&P 500 Bear 1x Shares: $300,888 Holding
418056107 - Hasbro: $253,704 Holding

Largest Purchases this Quarter

iShares 20+ Year Treasury Bond ETF: 6,486 shares (about $590.42K)
Janus Henderson AAA CLO ETF: 11,445 shares (about $580.38K)
Dollar General: 6,535 shares (about $574.62K)
Vanguard S&P 500 ETF: 1,075 shares (about $552.40K)
Chevron: 3,227 shares (about $539.81K)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 12,349 shares (about $1.22M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 12,074 shares (about $1.11M)
SPDR S&P 500 ETF Trust: 1,923 shares (about $1.08M)
FLUENT INC: 211,704 shares (about $461.51K)
Vanguard Tax-Exempt Bond ETF: 8,878 shares (about $440.53K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MPRO Monarch ProCap Index ETF	$4,214,863	$87,997 ▼	-2.0%	145,944	4.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,794,117	$219,933 ▲	6.2%	66,400	4.1%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$2,773,364	$173,020 ▲	6.7%	47,254	3.0%	ETF
GOVT iShares U.S. Treasury Bond ETF	$2,555,509	$90,607 ▼	-3.4%	111,182	2.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,520,928	$342,250 ▲	15.7%	30,833	2.7%	ETF
AAPL Apple	$2,496,982	$35,541 ▼	-1.4%	11,241	2.7%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,457,651	$181,076 ▲	8.0%	47,463	2.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$2,186,397	$109,253 ▲	5.3%	27,697	2.4%	ETF
NVDA NVIDIA	$2,142,509	$271,173 ▲	14.5%	19,768	2.3%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$1,897,645	$132,382 ▼	-6.5%	18,850	2.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,884,048	$590,421 ▲	45.6%	20,697	2.1%	ETF
MSFT Microsoft	$1,693,203	$162,526 ▲	10.6%	4,511	1.8%	Computer and Technology
QQQ Invesco QQQ	$1,635,914	$381,198 ▲	30.4%	3,489	1.8%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$1,626,093	$41,281 ▲	2.6%	15,914	1.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,534,079	$580,376 ▲	60.9%	30,252	1.7%	ETF
JNJ Johnson & Johnson	$1,485,265	$361,034 ▼	-19.6%	8,956	1.6%	Medical
BRK.B Berkshire Hathaway	$1,402,549	$102,768 ▲	7.9%	2,634	1.5%	Finance
V Visa	$1,317,936	$210,954 ▼	-13.8%	3,761	1.4%	Business Services
WMT Walmart	$1,240,429	$103,237 ▼	-7.7%	14,130	1.4%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$1,228,776	$250,544 ▼	-16.9%	8,416	1.3%	ETF
AMZN Amazon.com	$1,187,603	$60,122 ▲	5.3%	6,242	1.3%	Retail/Wholesale
BA Boeing	$1,050,588	$145,309 ▲	16.1%	6,160	1.1%	Aerospace
CVX Chevron	$1,039,636	$539,808 ▲	108.0%	6,215	1.1%	Energy
MCD McDonald's	$1,006,416	$51,227 ▲	5.4%	3,222	1.1%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$969,165	$1,075,421 ▼	-52.6%	1,733	1.1%	Finance
JBBB Janus Henderson B-BBB CLO ETF	$962,741	$345,265 ▲	55.9%	19,781	1.0%	ETF
GDX VanEck Gold Miners ETF	$924,049	$35,305 ▼	-3.7%	20,101	1.0%	ETF
META Meta Platforms	$885,132	$166,539 ▲	23.2%	1,536	1.0%	Computer and Technology
GOOG Alphabet	$878,540	$227,486 ▲	34.9%	5,623	1.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$859,180	$552,403 ▲	180.1%	1,672	0.9%	ETF
FITB Fifth Third Bancorp	$783,393	$6,546 ▲	0.8%	19,985	0.9%	Finance
TSLA Tesla	$775,666	$37,060 ▲	5.0%	2,993	0.8%	Auto/Tires/Trucks
XLI Industrial Select Sector SPDR Fund	$739,780	$81,266 ▼	-9.9%	5,644	0.8%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$714,282	$153,865 ▼	-17.7%	8,746	0.8%	ETF
ABT Abbott Laboratories	$710,426	$33,558 ▲	5.0%	5,356	0.8%	Medical
QCOM QUALCOMM	$702,073	$73,587 ▲	11.7%	4,570	0.8%	Computer and Technology
PEP PepsiCo	$691,786	$6,147 ▲	0.9%	4,614	0.8%	Consumer Staples
SPYV SPDR Portfolio S&P 500 Value ETF	$643,457	$52,038 ▼	-7.5%	12,600	0.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$640,048	$440,526 ▼	-40.8%	12,899	0.7%	ETF
VBK Vanguard Small-Cap Growth ETF	$636,362	$79,042 ▲	14.2%	2,528	0.7%	ETF
ABBV AbbVie	$627,905	$69,558 ▼	-10.0%	2,997	0.7%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$617,347	$68,838 ▲	12.6%	7,874	0.7%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$615,370	$43,639 ▼	-6.6%	7,657	0.7%	ETF
FVD First Trust Value Line Dividend Index Fund	$610,254	$83,650 ▲	15.9%	13,686	0.7%	ETF
INTC Intel	$603,821	$273,477 ▲	82.8%	26,588	0.7%	Computer and Technology
AMAT Applied Materials	$602,170	$56,603 ▲	10.4%	4,149	0.7%	Computer and Technology
PG Procter & Gamble	$598,676	$56,067 ▲	10.3%	3,513	0.7%	Consumer Staples
GT Goodyear Tire & Rubber	$590,843	$100,984 ▲	20.6%	63,944	0.6%	Auto/Tires/Trucks
GLDM SPDR Gold MiniShares Trust	$588,450	$46,417 ▼	-7.3%	9,508	0.6%	Finance
IBM International Business Machines	$580,167	$10,444 ▼	-1.8%	2,333	0.6%	Computer and Technology
DG Dollar General	$574,623	$574,623 ▲	New Holding	6,535	0.6%	Retail/Wholesale
HD Home Depot	$567,877	$69,244 ▲	13.9%	1,550	0.6%	Retail/Wholesale
DIS Walt Disney	$566,928	$62,575 ▲	12.4%	5,744	0.6%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$564,625	$8,317 ▼	-1.5%	6,042	0.6%	ETF
JPM JPMorgan Chase & Co.	$563,071	$53,731 ▼	-8.7%	2,295	0.6%	Finance
VUG Vanguard Growth ETF	$560,058	$76,405 ▲	15.8%	1,510	0.6%	ETF
IAU iShares Gold Trust	$555,285	$2,712 ▼	-0.5%	9,418	0.6%	Finance
ULTA Ulta Beauty	$542,479	$111,062 ▲	25.7%	1,480	0.6%	Retail/Wholesale
LLY Eli Lilly and Company	$536,177	$40,482 ▼	-7.0%	649	0.6%	Medical
AMD Advanced Micro Devices	$528,597	$167,980 ▲	46.6%	5,145	0.6%	Computer and Technology
CASY Casey's General Stores	$518,421	$518,421 ▲	New Holding	1,194	0.6%	Retail/Wholesale
PTLO Portillo's	$517,714	$163,987 ▲	46.4%	43,542	0.6%	Retail/Wholesale
ELF e.l.f. Beauty	$508,348	$240,549 ▲	89.8%	8,096	0.6%	Consumer Staples
MMM 3M	$495,023	$4,259 ▼	-0.9%	3,371	0.5%	Multi-Sector Conglomerates
SPLG SPDR Portfolio S&P 500 ETF	$483,350	$85,688 ▼	-15.1%	7,350	0.5%	ETF
AVGO Broadcom	$476,711	$30,307 ▲	6.8%	2,847	0.5%	Computer and Technology
XOM Exxon Mobil	$469,745	$96,090 ▼	-17.0%	3,950	0.5%	Energy
CAT Caterpillar	$462,072	$106,531 ▲	30.0%	1,401	0.5%	Industrials
INTU Intuit	$461,532	$109,246 ▲	31.0%	752	0.5%	Computer and Technology
HON Honeywell International	$454,903	$97,207 ▲	27.2%	2,148	0.5%	Multi-Sector Conglomerates
TRV Travelers Companies	$450,764	$71,953 ▲	19.0%	1,704	0.5%	Finance
TMUS T-Mobile US	$446,058	$54,690 ▼	-10.9%	1,672	0.5%	Computer and Technology
GOOGL Alphabet	$433,951	$158,672 ▼	-26.8%	2,806	0.5%	Computer and Technology
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$433,685	$358,230 ▼	-45.2%	13,047	0.5%	ETF
CW Curtiss-Wright	$431,804		0.0%	1,361	0.5%	Aerospace
TDV ProShares S&P Technology Dividend Aristocrats ETF	$431,053	$3,060 ▼	-0.7%	5,917	0.5%	ETF
CSCO Cisco Systems	$429,009	$86,024 ▼	-16.7%	6,952	0.5%	Computer and Technology
MA Mastercard	$422,860	$34,004 ▲	8.7%	771	0.5%	Business Services
GS The Goldman Sachs Group	$421,494	$28,391 ▲	7.2%	772	0.5%	Finance
SCHD Schwab US Dividend Equity ETF	$413,421	$100,182 ▼	-19.5%	14,786	0.5%	ETF
ISRG Intuitive Surgical	$410,579	$393,740 ▼	-49.0%	829	0.4%	Medical
CRM Salesforce	$407,100	$43,206 ▲	11.9%	1,517	0.4%	Computer and Technology
CLF Cleveland-Cliffs	$404,424	$404,424 ▲	New Holding	49,200	0.4%	Basic Materials
XLU Utilities Select Sector SPDR Fund	$400,683	$29,093 ▲	7.8%	5,082	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$396,966	$1,221,563 ▼	-75.5%	4,013	0.4%	Finance
STNG Scorpio Tankers	$394,853	$32,319 ▼	-7.6%	10,507	0.4%	Transportation
SPEM SPDR Portfolio Emerging Markets ETF	$378,086	$35,631 ▲	10.4%	9,603	0.4%	ETF
NKE NIKE	$372,614	$90,329 ▲	32.0%	5,870	0.4%	Consumer Discretionary
SO Southern	$369,492	$19,679 ▼	-5.1%	4,018	0.4%	Utilities
FDX FedEx	$367,300	$82,868 ▲	29.1%	1,507	0.4%	Transportation
SPROTT PHYSICAL GOLD & SILVE	$357,256	$21,308 ▼	-5.6%	12,575	0.4%	TR UNIT
COP ConocoPhillips	$354,333	$6,826 ▲	2.0%	3,374	0.4%	Energy
ORCL Oracle	$353,737	$93,538 ▲	35.9%	2,530	0.4%	Computer and Technology
PFE Pfizer	$341,828	$70,418 ▲	25.9%	13,490	0.4%	Medical
FANG Diamondback Energy	$340,016	$16,785 ▼	-4.7%	2,127	0.4%	Energy
GD General Dynamics	$338,066	$14,450 ▼	-4.1%	1,240	0.4%	Aerospace
SPDW SPDR Portfolio Developed World ex-US ETF	$337,883	$93,537 ▼	-21.7%	9,280	0.4%	ETF
UNH UnitedHealth Group	$337,462	$6,812 ▲	2.1%	644	0.4%	Medical
NEE NextEra Energy	$314,491	$10,209 ▲	3.4%	4,436	0.3%	Utilities
SPG Simon Property Group	$309,471	$9,801 ▼	-3.1%	1,863	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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4Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About 4Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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4Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About 4Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of4Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools