Fourthought Financial Partners, LLC Top Holdings and 13F Report (2025) About Fourthought Financial Partners, LLCInvestment ActivityFourthought Financial Partners, LLC has $955.65 million in total holdings as of March 31, 2025.Fourthought Financial Partners, LLC owns shares of 318 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 8.52% of the portfolio was purchased this quarter.About 7.15% of the portfolio was sold this quarter.This quarter, Fourthought Financial Partners, LLC has purchased 318 new stocks and bought additional shares in 154 stocks.Fourthought Financial Partners, LLC sold shares of 121 stocks and completely divested from 20 stocks this quarter.Largest Holdings Microsoft $42,857,006Apple $27,926,204American Tower $26,803,815Broadcom $25,028,315NextEra Energy $24,336,244 Largest New Holdings this Quarter 693475105 - The PNC Financial Services Group $5,759,074 Holding808524797 - Schwab US Dividend Equity ETF $1,041,706 Holding12621E103 - CNO Financial Group $254,523 Holding363576109 - Arthur J. Gallagher & Co. $242,013 Holding01609W102 - Alibaba Group $238,689 Holding Largest Purchases this Quarter KLA 12,268 shares (about $8.34M)Comcast 217,064 shares (about $8.01M)The PNC Financial Services Group 32,765 shares (about $5.76M)Vanguard Russell 1000 22,616 shares (about $5.74M)PepsiCo 37,284 shares (about $5.59M) Largest Sales this Quarter Vanguard Russell 1000 Value 247,558 shares (about $20.43M)Bristol-Myers Squibb 100,651 shares (about $6.14M)Air Products and Chemicals 18,481 shares (about $5.45M)Johnson & Johnson 28,172 shares (about $4.67M)Abbott Laboratories 28,697 shares (about $3.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFourthought Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$42,857,006$2,079,654 ▲5.1%114,1674.5%Computer and TechnologyAAPLApple$27,926,204$2,287,274 ▼-7.6%125,7202.9%Computer and TechnologyAMTAmerican Tower$26,803,815$2,132,268 ▲8.6%123,1792.8%FinanceAVGOBroadcom$25,028,315$579,141 ▼-2.3%149,4852.6%Computer and TechnologyNEENextEra Energy$24,336,244$926,816 ▲4.0%343,2962.5%UtilitiesVVisa$21,329,933$997,404 ▼-4.5%60,8632.2%Business ServicesCVXChevron$21,206,279$3,176,827 ▲17.6%126,7642.2%EnergyNVDANVIDIA$19,523,884$205,488 ▲1.1%180,1432.0%Computer and TechnologyJPMJPMorgan Chase & Co.$18,590,612$538,681 ▼-2.8%75,7871.9%FinancePEPPepsiCo$17,115,821$5,590,370 ▲48.5%114,1511.8%Consumer StaplesABTAbbott Laboratories$16,833,445$3,806,663 ▼-18.4%126,9011.8%MedicalCMCSAComcast$16,647,505$8,009,660 ▲92.7%451,1521.7%Consumer DiscretionaryMDTMedtronic$15,770,709$3,950,158 ▲33.4%175,5031.7%MedicalVIOOVanguard S&P Small-Cap 600 ETF$15,273,042$4,174,552 ▲37.6%158,2531.6%ETFAMZNAmazon.com$15,057,866$48,706 ▼-0.3%79,1441.6%Retail/WholesaleVOOVanguard S&P 500 ETF$14,698,946$750,827 ▲5.4%28,6021.5%ETFLOWLowe's Companies$14,453,011$248,856 ▲1.8%61,9691.5%Retail/WholesaleLMTLockheed Martin$13,939,081$412,758 ▲3.1%31,2041.5%AerospaceBLACKROCK INC COM$13,927,855$199,713 ▼-1.4%14,7151.5%StockTXNTexas Instruments$13,569,891$298,842 ▲2.3%75,5141.4%Computer and TechnologyCOSTCostco Wholesale$12,663,046$40,669 ▼-0.3%13,3891.3%Retail/WholesaleCBChubb$12,602,744$70,364 ▲0.6%41,7321.3%FinanceNOCNorthrop Grumman$12,506,610$858,658 ▲7.4%24,4261.3%AerospaceAPDAir Products and Chemicals$12,424,507$5,450,468 ▼-30.5%42,1281.3%Basic MaterialsKLACKLA$11,650,436$8,339,803 ▲251.9%17,1381.2%Computer and TechnologyGOOGLAlphabet$11,585,946$28,608 ▲0.2%74,9221.2%Computer and TechnologyCSCOCisco Systems$10,552,902$366,002 ▼-3.4%171,0081.1%Computer and TechnologyCMECME Group$10,519,842$170,317 ▼-1.6%39,6541.1%FinanceNDAQNasdaq$9,904,800$3,021,652 ▲43.9%130,5671.0%FinanceAMGNAmgen$9,812,204$148,608 ▲1.5%31,4951.0%MedicalUNHUnitedHealth Group$9,528,085$122,034 ▲1.3%18,1921.0%MedicalACNAccenture$8,916,288$44,622 ▲0.5%28,5740.9%Computer and TechnologyDGROiShares Core Dividend Growth ETF$8,792,163$1,878,792 ▼-17.6%142,3140.9%ETFVONVVanguard Russell 1000 Value$8,634,262$20,433,438 ▼-70.3%104,6070.9%ETFVONGVanguard Russell 1000 Growth ETF$8,446,703$343,417 ▲4.2%91,0300.9%ETFASMLASML$8,438,044$1,617,502 ▲23.7%12,7340.9%Computer and TechnologyHDHome Depot$8,401,424$160,889 ▼-1.9%22,9240.9%Retail/WholesaleQCOMQUALCOMM$8,023,111$381,109 ▲5.0%52,2300.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,883,908$134,627 ▼-1.7%47,4930.8%Computer and TechnologyVONEVanguard Russell 1000$7,483,960$5,741,231 ▲329.4%29,4810.8%ETFAZNAstraZeneca$7,472,767$868,332 ▲13.1%101,6700.8%MedicalHONHoneywell International$7,409,137$204,551 ▲2.8%34,9900.8%Multi-Sector ConglomeratesMETAMeta Platforms$6,961,449$878,394 ▲14.4%12,0780.7%Computer and TechnologyPGProcter & Gamble$6,909,205$55,898 ▲0.8%40,5420.7%Consumer StaplesMAMastercard$6,110,723$3,289 ▼-0.1%11,1490.6%Business ServicesMELIMercadoLibre$5,892,985$15,605 ▲0.3%3,0210.6%Retail/WholesaleCIThe Cigna Group$5,857,701$2,223,985 ▲61.2%17,8050.6%MedicalNOWServiceNow$5,848,843$1,007,049 ▼-14.7%7,3470.6%Computer and TechnologyPNCThe PNC Financial Services Group$5,759,074$5,759,074 ▲New Holding32,7650.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,489,886$99,811 ▲1.9%55,4980.6%FinanceQQQInvesco QQQ$5,253,503$47,832 ▼-0.9%11,2030.5%FinanceAMATApplied Materials$5,075,646$54,709 ▲1.1%34,9760.5%Computer and TechnologyWMTWalmart$5,062,743$201,390 ▼-3.8%57,6690.5%Retail/WholesaleEMLPFirst Trust North American Energy Infrastructure Fund$4,975,971$255,194 ▼-4.9%132,7280.5%ETFEPDEnterprise Products Partners$4,964,085$166,330 ▲3.5%145,4040.5%EnergyINTUIntuit$4,951,618$71,220 ▼-1.4%8,0650.5%Computer and TechnologyTMOThermo Fisher Scientific$4,867,961$120,915 ▲2.5%9,7830.5%MedicalMSCIMSCI$4,837,148$231,848 ▲5.0%8,5540.5%FinanceMPCMarathon Petroleum$4,644,690$159,383 ▼-3.3%31,8810.5%EnergyCPKChesapeake Utilities$4,559,265$342,523 ▼-7.0%35,5000.5%UtilitiesXOMExxon Mobil$4,518,821$12,725 ▼-0.3%37,9960.5%EnergyCRMSalesforce$4,509,124$62,526 ▼-1.4%16,8030.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,382,601$576,252 ▲15.1%8,2290.5%FinanceCATCaterpillar$4,353,701$17,150 ▼-0.4%13,2010.5%IndustrialsZTSZoetis$4,344,477$351,859 ▲8.8%26,3860.5%MedicalTGTTarget$4,332,470$1,102,241 ▲34.1%41,5150.5%Retail/WholesaleVEEVVeeva Systems$4,221,381$1,073,354 ▼-20.3%18,2250.4%MedicalGOOGAlphabet$4,180,457$25,466 ▼-0.6%26,7580.4%Computer and TechnologyADBEAdobe$4,054,487$174,498 ▲4.5%10,5720.4%Computer and TechnologyGSThe Goldman Sachs Group$3,930,257$62,281 ▼-1.6%7,1940.4%FinancePLDPrologis$3,829,363$1,339,914 ▲53.8%34,2550.4%FinanceCRWDCrowdStrike$3,744,369$365,270 ▼-8.9%10,6200.4%Computer and TechnologyABBVAbbVie$3,737,120$38,551 ▼-1.0%17,8370.4%MedicalMPLXMplx$3,732,983$113,142 ▲3.1%69,7490.4%EnergyVTEBVanguard Tax-Exempt Bond ETF$3,692,801$347,338 ▲10.4%74,4220.4%ETFJEPIJPMorgan Equity Premium Income ETF$3,650,546$85,824 ▲2.4%63,8880.4%ETFTSCOTractor Supply$3,647,096$167,726 ▲4.8%66,1900.4%Retail/WholesaleMUBiShares National Muni Bond ETF$3,624,880$347,526 ▲10.6%34,3790.4%ETFDUKDuke Energy$3,454,465$467,881 ▲15.7%28,3220.4%UtilitiesFTNTFortinet$3,302,103$46,012 ▼-1.4%34,3040.3%Computer and TechnologyCCICrown Castle$3,241,913$1,295,077 ▲66.5%31,1030.3%FinanceBRK.ABerkshire Hathaway$3,193,7660.0%40.3%FinanceCSXCSX$2,977,938$196,622 ▲7.1%101,1870.3%TransportationDLRDigital Realty Trust$2,780,742$151,604 ▲5.8%19,4060.3%FinanceLAM RESEARCH CORP COM NEW$2,770,235$551,212 ▼-16.6%38,1050.3%StockJNJJohnson & Johnson$2,755,857$4,671,922 ▼-62.9%16,6180.3%MedicalALLAllstate$2,683,834$14,909 ▲0.6%12,9610.3%FinanceTAT&T$2,616,831$64,252 ▼-2.4%92,5330.3%Computer and TechnologyHYMUiShares High Yield Muni Income Active ETF$2,521,406$66,038 ▼-2.6%111,2220.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$2,513,604$134,854 ▲5.7%45,3310.3%ManufacturingWMBWilliams Companies$2,501,212$106,015 ▼-4.1%41,8540.3%EnergyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,448,974$62,697 ▼-2.5%97,1040.3%ETFVZVerizon Communications$2,395,465$109,272 ▲4.8%52,8100.3%Computer and TechnologySSNCSS&C Technologies$2,373,307$37,337 ▼-1.5%28,4130.2%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$2,357,372$102,679 ▼-4.2%183,7390.2%Financial ServicesPYPLPayPal$2,344,400$40,324 ▼-1.7%35,9300.2%Computer and TechnologyAMDAdvanced Micro Devices$2,320,999$181,850 ▲8.5%22,5910.2%Computer and TechnologyYUMYum! Brands$2,212,324$22,660 ▲1.0%14,0590.2%Retail/WholesaleITWIllinois Tool Works$2,155,086$317,435 ▼-12.8%8,6900.2%IndustrialsPSXPhillips 66$1,936,367$703,819 ▼-26.7%15,6820.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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