FFP
FourThought Financial Partners LLC Portfolio
Invests via FourThought Financial Partners LLC | Managed by Scott Pinkerton, Chris Fagley
Invests via FourThought Financial Partners LLC
Managed by Scott Pinkerton, Chris Fagley
Automatically Tracked
Company Profile
FourThought Financial Partners LLC operates as a dedicated financial advisory firm, specializing in delivering comprehensive wealth management solutions. The company serves a diverse clientele ranging from high-net-worth individuals to institutional investors, guiding them through complex investment landscapes. Established with the aim of empowering clients, it combines industry expertise with tailored strategies that address unique financial needs. Positioned within an evolving economic environment, FourThought plays a crucial role in shaping its clients' financial futures and optimizing their capital allocations.
FourThought Financial Partners LLC operates as a dedicated financial advisory firm, specializing in delivering comprehensive wealth management solutions. The company serves a diverse clientele ranging from high-net-worth individuals to institutional investors, guiding them through complex investment landscapes. Established with the aim of empowering clients, it combines industry expertise with tailored strategies that address unique financial needs. Positioned within an evolving economic environment, FourThought plays a crucial role in shaping its clients' financial futures and optimizing their capital allocations.
Investment Philosophy & Strategy
Guided by a commitment to holistic financial stewardship, FourThought Financial Partners LLC emphasizes tailored investment strategies that reflect individual client aspirations. The firm's depth in market dynamics allows it to identify high-impact opportunities across various asset classes, effectively navigating complexities for its diverse clientele. Specializing in wealth management and strategic capital deployment, the team leverages analytical insights and an agile approach to respond adeptly to changing economic conditions. This proactive mindset not only fosters enduring partnerships but also positions clients favorably within their respective markets.
Guided by a commitment to holistic financial stewardship, FourThought Financial Partners LLC emphasizes tailored investment strategies that reflect individual client aspirations. The firm's depth in market dynamics allows it to identify high-impact opportunities across various asset classes, effectively navigating complexities for its diverse clientele. Specializing in wealth management and strategic capital deployment, the team leverages analytical insights and an agile approach to respond adeptly to changing economic conditions. This proactive mindset not only fosters enduring partnerships but also positions clients favorably within their respective markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.78%
Gain -0.3%
Monthly
1.3%
Yearly
16.82%
Drawdown
16.2%
$1.29B
Equity
Holdings
$1.29B
Investment
$909.57M
$500.52M
Profit -$2.86M
Realized
$119.12M
Unrealized
$381.4M
Dividends
$62.74M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$2.86M
Win %
68%
This Week
Compared To Last Week
Gain
-1.41%
Profit
-$18.47M
Win %
68%
This Month
Compared to last month
Gain
-1.47%
Profit
-$19.29M
Win %
68%
This Year
Compared to last year
Gain
0.96%
Profit
$12.38M
Win %
68%
SPT Sprout Social, Inc. Class A Common Stock
+4.39%
+$22,339.89 
F Ford Motor Company
+3.21%
+$5,152.03 
AAPL Apple Inc.
+3.15%
+$1.03M 
SITM SiTime Corporation
+2.98%
+$7,260.54 
CMCSA Comcast Corp
+2.36%
+$363,835.74 
PM Philip Morris International Inc.
+2.08%
+$26,329.06 
TWLO Twilio Inc.
+2.05%
+$6,365.56 
ADSK Autodesk, Inc.
+1.89%
+$4,181.51 
TPR Tapestry Inc.
+1.81%
+$3,078.39 
AZN AstraZeneca PLC American Depositary Shares
+1.79%
+$227,376.77 
T AT&T Inc.
+1.77%
+$14,579.09 
EXPE Expedia Group, Inc.
+1.58%
+$3,857.1 
UNM Unum Group
+1.55%
+$9,600.58 
UBER Uber Technologies, Inc.
+1.53%
+$3,116.31 
RACE Ferrari N.V.
+1.52%
+$24,739.39 
MELI MercadoLibre, Inc.
+1.42%
+$90,158.96 
ABBV AbbVie Inc.
+1.34%
+$57,397.84 
NXPI NXP Semiconductors N.V.
+1.28%
+$4,674 
ANDE The Andersons, Inc.
+1.26%
+$4,226.4 
MO Altria Group, Inc.
+1.21%
+$6,740.4 
ALKS Alkermes plc
+1.21%
+$3,784.44 
FTNT Fortinet Inc.
+1.13%
+$95,145.32 
PANW Palo Alto Networks, Inc.
+1.07%
+$5,638.48 
ACN Accenture plc Class A
+1.03%
+$44,846.37 
HONA Honeywell Aerospace Inc.
+1.01%
+$30,321.72 
SNPS Synopsys, Inc.
+0.96%
+$10,357.02 
LMT Lockheed Martin Corporation
+0.94%
+$151,181.15 
SABR Sabre Corporation
+0.94%
+$1,346.52 
CSX CSX Corporation
+0.91%
+$48,616.92 
SHBI Shore Bancshares Inc.
+0.87%
+$1,815.13 
LION Lionsgate Studios Corp.
+0.86%
+$2,127.05 
MNST Monster Beverage Corporation
+0.83%
+$2,613.51 
XOM Exxon Mobil Corporation
+0.82%
+$51,617.25 
QCOM QUALCOMM Incorporated
+0.77%
+$80,440.15 
DIS The Walt Disney Company
+0.77%
+$2,874.4 
CI The Cigna Group
+0.75%
+$53,190.5 
NOC Northrop Grumman Corporation
+0.7%
+$89,777.16 
MSI Motorola Solutions, Inc.
+0.7%
+$4,638.28 
ADP Automatic Data Processing Inc.
+0.69%
+$10,965.36 
COLB Columbia Banking System, Inc.
+0.69%
+$1,429.87 
WSFS WSFS Financial Corporation
+0.69%
+$1,593.32 
DXCM DexCom, Inc.
+0.67%
+$1,750.93 
AON Aon plc
+0.67%
+$2,691.22 
GOOGL Alphabet Inc
+0.67%
+$133,012.96 
COP ConocoPhillips
+0.66%
+$5,684.4 
PNC The PNC Financial Services Group, Inc.
+0.65%
+$59,847.29 
GOOG Alphabet Inc
+0.64%
+$49,856.89 
FDX FedEx Corporation
+0.59%
+$7,967.82 
CCNE CNB Financial Corporation
+0.57%
+$1,296.16 
ROKU Roku, Inc.
+0.55%
+$1,268.4 
SYY Sysco Corporation
+0.54%
+$1,344.2 
SPCX Space Exploration Technologies Corp. Class A
+0.52%
+$1,164.32 
ITW Illinois Tool Works Inc.
+0.5%
+$8,682.31 
WSO Watsco Inc.
+0.5%
+$985.79 
GD General Dynamics Corporation
+0.5%
+$3,248.02 
KO The Coca-Cola Company
+0.48%
+$2,125.2 
ADM Archer-Daniels-Midland Co
+0.46%
+$1,815.2 
CMG Chipotle Mexican Grill, Inc.
+0.46%
+$1,316.04 
SCHW Charles Schwab Corporation
+0.43%
+$1,058.92 
CRWD CrowdStrike Holdings, Inc.
+0.42%
+$14,956.48 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.4%
+$1,191.12 
VEEV Veeva Systems Inc.
+0.4%
+$26,237.19 
VET Vermilion Energy Inc.
+0.34%
+$489.96 
BKNG Booking Holdings Inc.
+0.33%
+$1,395.52 
C Citigroup Inc.
+0.31%
+$2,220.52 
VZ Verizon Communications Inc.
+0.31%
+$13,356.19 
PAYX Paychex Inc.
+0.3%
+$807.3 
D Dominion Energy, Inc.
+0.25%
+$1,313.57 
WTTR Select Water Solutions Inc.
+0.24%
+$812.9 
WELL Welltower Inc.
+0.22%
+$740.77 
FITB Fifth Third Bancorp
+0.22%
+$449.76 
SON Sonoco Products Co.
+0.21%
+$382 
ARCC Ares Capital Corporation
+0.18%
+$4,998.66 
PNQI Invesco NASDAQ Internet ETF
+0.17%
+$1,870.93 
ET Energy Transfer L.P.
+0.16%
+$3,505.88 
CNO CNO Financial Group Inc.
+0.15%
+$405.02 
UNP Union Pacific Corporation
+0.15%
+$1,733.2 
PG Procter & Gamble Co
+0.15%
+$14,631.33 
CB Chubb Limited
+0.14%
+$24,663.66 
BRK-A Berkshire Hathaway Inc.
+0.13%
+$1,917.28 
PEG Public Service Enterprise Group Incorporated
+0.12%
+$407.4 
PGR Progressive Corporation
+0.09%
+$293.6 
TRGP Targa Resources Corp.
+0.09%
+$276.21 
SNOW Snowflake Inc.
+0.07%
+$231.38 
NEE NextEra Energy, Inc.
+0.07%
+$14,604.09 
PEP PepsiCo, Inc.
+0.07%
+$12,163.5 
TRV The Travelers Companies, Inc.
+0.05%
+$136.51 
LLY Eli Lilly and Company
+0.04%
+$2,713.78 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.03%
+$1,052.94 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FORM FormFactor Inc.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 3205
32050L105
0%
$0 G391
G39104107
0%
$0 
AXGN Axogen Inc.
-10.51%
-$34,909.28 
GOLD Gold.com, Inc.
-8.92%
-$26,452.8 
PUMP ProPetro Holding Corp.
-5.69%
-$14,417.08 
LRCX Lam Research Corporation
-5.14%
-$468,182.96 
LITE Lumentum Holdings Inc.
-5.1%
-$17,913.3 
AG First Majestic Silver Corp
-4.93%
-$10,512.7 
INTC Intel Corporation
-4.91%
-$28,647.36 
ORCL Oracle Corporation
-4.7%
-$39,908.22 
CSTM Constellium SE
-4.63%
-$11,385.36 
UCTT Ultra Clean Holdings, Inc.
-4.53%
-$12,175.4 
MU Micron Technology, Inc.
-4.45%
-$68,883.85 
BSX Boston Scientific Corporation
-4.26%
-$22,102.93 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-4.21%
-$13,986.63 
DELL Dell Technologies Inc.
-4.05%
-$38,105.22 
HL Hecla Mining Company
-4.03%
-$8,970.36 
MBC MasterBrand, Inc.
-3.97%
-$5,322.7 
FBRT Franklin BSP Realty Trust Inc.
-3.94%
-$4,426.69 
ATI ATI Inc.
-3.87%
-$104,992 
SSRM Ssr Mining Inc.
-3.69%
-$12,408.77 
EOSE Eos Energy Enterprises Inc.
-3.49%
-$28,805.12 
BE Bloom Energy Corporation
-3.39%
-$10,218.52 
FN Fabrinet
-3.35%
-$9,715.86 
FTAI FTAI Aviation Ltd.
-3.15%
-$6,698.67 
AMD Advanced Micro Devices, Inc.
-3.12%
-$184,905.18 
SNDK SanDisk Corporation
-3.11%
-$14,848.09 
KLAC KLA Corporation
-3.02%
-$853,511.26 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.98%
-$7,854.78 
TER Teradyne, Inc.
-2.97%
-$16,928.99 
ONTO Onto Innovation Inc.
-2.87%
-$6,479.89 
IBM International Business Machines Corporation
-2.87%
-$18,741.12 
GEV GE Vernova Inc.
-2.85%
-$16,329.24 
BWXT Bwx Technologies Inc.
-2.82%
-$5,865.34 
CARR Carrier Global Corporation
-2.81%
-$5,282.83 
WMB The Williams Companies, Inc.
-2.81%
-$105,345.97 
FRMI Fermi Inc.
-2.8%
-$1,573.71 
AMAT Applied Materials, Inc.
-2.68%
-$479,799.43 
JBL Jabil Inc.
-2.67%
-$4,855.49 
GLW Corning Incorporated
-2.66%
-$5,601.77 
VICR Vicor Corporation
-2.65%
-$3,594.06 
OSK Oshkosh Corporation
-2.56%
-$5,185.37 
MHO M/I Homes Inc.
-2.53%
-$6,364.8 
SOXX iShares Semiconductor ETF
-2.39%
-$22,857.86 
ICHR Ichor Holdings Ltd.
-2.39%
-$4,627.27 
CSL Carlisle Companies Inc.
-2.32%
-$5,056.8 
ADBE Adobe Inc.
-2.29%
-$86,767.89 
MRVL Marvell Technology, Inc.
-2.26%
-$20,412.84 
NVDA NVIDIA Corporation
-2.26%
-$1M 
UMC United Microelectronics Corp. Sponsored ADR
-2.23%
-$6,195.34 
CRH CRH plc
-2.19%
-$4,850.35 
PLTR Palantir Technologies Inc.
-2.19%
-$25,194.61 
NDAQ Nasdaq, Inc.
-2.19%
-$297,853.34 
AMGN Amgen Inc.
-2.16%
-$274,013.53 
CRCL Circle Internet Group, Inc.
-2.15%
-$11,220 
SMH VanEck Semiconductor ETF
-2.14%
-$22,398.7 
CNNE Cannae Holdings Inc.
-2.12%
-$8,850.28 
EEM iShares MSCI Emerging Markets ETF
-2.08%
-$16,400.33 
CEG Constellation Energy Corporation
-2.04%
-$9,172.35 
FIGS Figs Inc.
-2.04%
-$2,981.07 
RYZ Ryerson Holding Corporation
-2.02%
-$6,318.52 
CCI Crown Castle Inc.
-2.01%
-$88,174.94 
ETOR eToro Group Ltd.
-1.99%
-$6,290.93 
INCY Incyte Corporation
-1.99%
-$8,943.13 
HWM Howmet Aerospace Inc.
-1.97%
-$5,459.36 
MRK Merck & Co., Inc.
-1.97%
-$13,195 
STX Seagate Technology Holdings plc
-1.96%
-$5,836.31 
COF Capital One Financial Corporation
-1.96%
-$16,706.25 
NEM Newmont Corporation
-1.94%
-$6,364.74 
ABT Abbott Laboratories
-1.92%
-$277,170.26 
WSM Williams-Sonoma, Inc.
-1.9%
-$5,749.92 
AOS A. O. Smith Corporation
-1.89%
-$52,532.55 
RBC RBC Bearings Incorporated
-1.87%
-$4,031.3 
ASML ASML Holding N.V. New York Registry Shares
-1.87%
-$455,850.18 
DHR Danaher Corporation
-1.84%
-$9,646.59 
GLD SPDR Gold Shares
-1.73%
-$8,884.29 
BRKR Bruker Corporation
-1.73%
-$3,609.6 
ES Eversource Energy
-1.73%
-$3,436.02 
MD Pediatrix Medical Group, Inc.
-1.72%
-$4,191.98 
ANET Arista Networks, Inc.
-1.69%
-$14,264.21 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$5,475.36 
AMT American Tower Corporation
-1.66%
-$334,401.32 
HD The Home Depot, Inc.
-1.66%
-$41,921.08 
CWEN Clearway Energy Inc.
-1.64%
-$4,613.18 
EMR Emerson Electric Co.
-1.64%
-$11,330.76 
VRSK Verisk Analytics Inc.
-1.64%
-$5,103.68 
CQQQ Invesco China Technology ETF
-1.61%
-$9,437.5 
DVLT Datavault AI Inc.
-1.6%
-$114.68 
META Meta Platforms Inc Class A
-1.59%
-$186,776.22 
NHC National HealthCare Corporation
-1.56%
-$5,894.1 
SYK Stryker Corporation
-1.52%
-$8,643.99 
CR Crane NXT Co.
-1.5%
-$3,572.66 
MCO Moody's Corporation
-1.49%
-$4,701.56 
COTY Coty Inc.
-1.49%
-$758.44 
PWR Quanta Services Inc.
-1.46%
-$4,069.26 
ETN Eaton Corporation plc
-1.46%
-$8,659.74 
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$9,441.25 
APH Amphenol Corporation
-1.43%
-$17,978.28 
AMX América Móvil, S.A.B. de C.V.
-1.41%
-$3,159 
IBIT iShares Bitcoin Trust
-1.4%
-$4,420.6 
DLR Digital Realty Trust, Inc.
-1.39%
-$85,008.58 
INTA Intapp, Inc.
-1.38%
-$5,217.95 
NUE Nucor Corporation
-1.38%
-$3,421.16 
ASH Ashland Inc.
-1.38%
-$4,758.93 
TSCO Tractor Supply Company
-1.37%
-$51,043.51 
CSCO Cisco Systems, Inc.
-1.35%
-$94,672.64 
IWO iShares Russell 2000 Growth ETF
-1.33%
-$6,019.53 
HXL Hexcel Corporation
-1.29%
-$4,096.14 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$4,480.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.28%
-$5,307.4 
CAT Caterpillar Inc.
-1.26%
-$132,424.58 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.26%
-$71,024.85 
MSCI MSCI Inc.
-1.25%
-$110,644 
OKTA Okta Inc.
-1.23%
-$5,305.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.22%
-$3,785.17 
VSTS Vestis Corporation
-1.22%
-$4,077.76 
LIN Linde plc
-1.22%
-$8,131 
VTWG Vanguard Russell 2000 Growth ETF
-1.22%
-$15,598.53 
ILMN Illumina, Inc.
-1.21%
-$3,201.12 
VNO Vornado Realty Trust
-1.2%
-$2,746.89 
MPC Marathon Petroleum Corporation
-1.18%
-$117,635.1 
AHRT AMERICAN HEALTHCARE REIT INC
-1.17%
-$1,403.47 
DOCN DigitalOcean Holdings Inc.
-1.17%
-$2,185.5 
TSLA Tesla, Inc.
-1.15%
-$9,117.05 
SRE Sempra
-1.14%
-$8,697.02 
ROK Rockwell Automation, Inc.
-1.13%
-$3,062.4 
TT Trane Technologies plc
-1.13%
-$4,259.25 
VRTX Vertex Pharmaceuticals Incorporated
-1.13%
-$2,770.64 
IGM iShares Expanded Tech Sector ETF
-1.12%
-$3,003 
LOW Lowe's Companies Inc.
-1.11%
-$143,761.59 
GS The Goldman Sachs Group, Inc.
-1.1%
-$84,904.64 
SLDE Slide Insurance Holdings, Inc.
-1.09%
-$71,819.37 
BELFB Bel Fuse Inc.
-1.09%
-$4,178.59 
TXN Texas Instruments Inc
-1.09%
-$45,078.45 
ATEX Anterix Inc.
-1.08%
-$1,977.43 
TGT Target Corporation
-1.05%
-$4,033.8 
IBKR Interactive Brokers Group Inc.
-1.03%
-$5,034.09 
QQQM Invesco NASDAQ 100 ETF
-1.03%
-$41,044.38 
AAON Aaon Inc.
-1.03%
-$1,568.94 
NVO Novo Nordisk A/S Sponsored ADR
-1.02%
-$46,459.6 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$79,031.68 
MS Morgan Stanley
-1%
-$18,099.4 
CMI Cummins Inc.
-1%
-$2,536.35 
CORT Corcept Therapeutics Incorporated
-1%
-$13,536.6 
VIS Vanguard Industrials ETF
-0.99%
-$2,473.61 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.96%
-$14,564.36 
VGT Vanguard Information Technology ETF
-0.96%
-$30,922.12 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.96%
-$11,891.88 
MPLX MPLX LP
-0.95%
-$56,721.45 
VONG Vanguard Russell 1000 Growth Fund
-0.95%
-$146,176.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$2,096.25 
CLX The Clorox Company
-0.95%
-$1,855.55 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.95%
-$20,372.48 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$7,310.15 
EME EMCOR Group, Inc.
-0.94%
-$2,185.84 
MPWR Monolithic Power Systems, Inc.
-0.94%
-$16,386.61 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$32,561.36 
UNH UnitedHealth Group Incorporated
-0.92%
-$9,068.4 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$10,168.48 
CPK Chesapeake Utilities Corporation
-0.91%
-$24,395.21 
DSI iShares MSCI KLD 400 Social ETF
-0.91%
-$1,978.22 
ADI Analog Devices, Inc.
-0.9%
-$6,494.34 
MCK McKesson Corporation
-0.9%
-$14,261.21 
EFA iShares MSCI EAFE ETF
-0.88%
-$3,889.6 
BLK BlackRock, Inc.
-0.86%
-$100,272.41 
O Realty Income Corporation
-0.85%
-$3,620.49 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$64,344.6 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$6,678.28 
BMY Bristol-Myers Squibb Company
-0.83%
-$3,575.41 
WM Waste Management, Inc.
-0.83%
-$7,646.88 
AVGO Broadcom Inc.
-0.82%
-$448,841.64 
VO Vanguard Mid-Cap ETF
-0.81%
-$4,158 
IUSG iShares Core S&P U.S. Growth ETF
-0.8%
-$5,965.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.78%
-$4,939.37 
FDXF FedEx Freight Holding Company Inc.
-0.78%
-$1,926.42 
PFE Pfizer Inc.
-0.77%
-$3,599.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.76%
-$3,468.47 
VCR Vanguard Consumer Discretionary ETF
-0.75%
-$3,665.1 
IWN iShares Russell 2000 Value ETF
-0.75%
-$2,448.6 
LNT Alliant Energy Corporation
-0.74%
-$1,488.23 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.74%
-$1,631.7 
BFH Bread Financial Holdings Inc.
-0.74%
-$1,826.91 
RS Reliance Inc.
-0.74%
-$3,422.24 
VTWV Vanguard Russell 2000 Value Index Fund
-0.73%
-$11,980.17 
COCO The Vita Coco Company, Inc.
-0.73%
-$1,144.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.73%
-$2,870 
DFAS Dimensional U.S. Small Cap ETF
-0.72%
-$26,448.58 
ORN Orion Group Holdings Inc.
-0.71%
-$1,375.2 
MUB iShares National Muni Bond ETF
-0.71%
-$28,731.15 
HUBB Hubbell Inc.
-0.7%
-$5,683.81 
VTEB Vanguard Tax-Exempt Bond ETF
-0.69%
-$27,915.88 
VTV Vanguard Value ETF
-0.68%
-$2,325.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.68%
-$1,430 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.67%
-$3,894.49 
YUMC Yum China Holdings Inc.
-0.67%
-$2,105.58 
SBUX Starbucks Corporation
-0.67%
-$1,800.9 
PLD Prologis Inc.
-0.66%
-$49,126.9 
AEP American Electric Power Company, Inc.
-0.66%
-$2,921.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$34,621.47 
RSP Invesco S&P 500 Equal Weight ETF
-0.65%
-$4,794.97 
DUK Duke Energy Corporation
-0.65%
-$28,400.58 
BA Boeing Company
-0.64%
-$5,449 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$10,334.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$11,892.04 
USRT iShares Core U.S. REIT ETF
-0.62%
-$3,113.2 
MAR Marriott International Inc. - Class A
-0.62%
-$3,152.9 
VONE Vanguard Russell 1000 ETF
-0.62%
-$61,249.2 
ACIW ACI Worldwide, Inc.
-0.62%
-$2,066.88 
RPD Rapid7 Inc.
-0.62%
-$776.45 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.61%
-$11,197.5 
VOO Vanguard S&P 500 ETF
-0.6%
-$211,730.59 
IVV iShares Core S&P 500 ETF
-0.6%
-$6,454.29 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$25,774.65 
GILD Gilead Sciences Inc.
-0.59%
-$2,934.35 
DD DuPont de Nemours, Inc.
-0.59%
-$1,367.25 
SHYM iShares High Yield Bond ETF
-0.57%
-$13,278.87 
PAA Plains All American Pipeline, L.P.
-0.56%
-$2,150.78 
DFAU Dimensional US Core Equity Market ETF
-0.56%
-$1,811.71 
PTEN Patterson-UTI Energy Inc.
-0.56%
-$1,306.88 
PHIN Phinia Inc.
-0.56%
-$1,163.28 
WFC Wells Fargo & Company
-0.54%
-$3,945.96 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$7,662.92 
WAT Waters Corporation
-0.53%
-$1,270.33 
VUG Vanguard Growth ETF
-0.52%
-$2,738.19 
GE General Electric Company
-0.52%
-$5,708.67 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$5,178.6 
DGII Digi International Inc.
-0.52%
-$1,670.98 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$21,437.64 
AMZN Amazon.com Inc
-0.49%
-$126,194.51 
ISBA Isabella Bank Corporation
-0.49%
-$1,214.48 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$1,319.7 
TIP iShares TIPS Bond ETF
-0.48%
-$5,854.52 
RCL Royal Caribbean Group
-0.48%
-$2,606.48 
EMLP First Trust North American Energy Infrastructure Fund
-0.47%
-$4,193.28 
APD Air Products and Chemicals, Inc.
-0.47%
-$60,302.2 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.47%
-$18,566.75 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$2,185.62 
GWW W.W. Grainger, Inc.
-0.46%
-$1,228.01 
MA Mastercard Incorporated
-0.45%
-$34,159.95 
PSX Phillips 66
-0.45%
-$10,180.17 
AXP American Express Company
-0.45%
-$1,386.21 
JPM JPMorgan Chase & Co.
-0.42%
-$108,825 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$974.16 
CIEN Ciena Corporation
-0.41%
-$826.37 
AFL Aflac Inc.
-0.4%
-$2,013.42 
PREF Principal Spectrum Preferred Securities Active ETF
-0.4%
-$5,271.3 
INTU Intuit Inc.
-0.4%
-$14,034.89 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.39%
-$12,470.85 
CRM Salesforce Inc
-0.39%
-$27,339.1 
TMO Thermo Fisher Scientific Inc.
-0.37%
-$24,915.06 
BSV Vanguard Short-Term Bond ETF
-0.35%
-$2,032.02 
IWD iShares Russell 1000 Value ETF
-0.35%
-$811.68 
MDT Medtronic plc
-0.35%
-$63,178.88 
YUM Yum! Brands, Inc.
-0.35%
-$7,381.73 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$1,748.76 
SO The Southern Company
-0.33%
-$2,176.16 
VONV Vanguard Russell 1000 Value Index Fund
-0.31%
-$48,597.74 
DGRO iShares Core Dividend Growth ETF
-0.31%
-$54,016.98 
JNJ Johnson & Johnson
-0.31%
-$12,272.75 
VLO Valero Energy Corporation
-0.3%
-$1,318.59 
CVX Chevron Corporation
-0.28%
-$86,596.21 
AEG Aegon N.V.
-0.28%
-$336.45 
BUG Global X Cybersecurity ETF
-0.27%
-$1,185.36 
KMB Kimberly-Clark Corporation
-0.27%
-$906.03 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$18,010.9 
BAC Bank of America Corporation
-0.26%
-$3,262.55 
RPM RPM International Inc.
-0.26%
-$900.9 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$6,269.77 
SUB iShares Short-Term National Muni Bond ETF
-0.24%
-$18,294.97 
HCKT The Hackett Group, Inc.
-0.23%
-$281.68 
MCD McDonald's Corporation
-0.21%
-$1,653.6 
NSC Norfolk Southern Corporation
-0.21%
-$668.66 
SPOT Spotify Technology S.A.
-0.19%
-$454.26 
NFLX Netflix, Inc.
-0.18%
-$1,432.24 
COST Costco Wholesale Corporation
-0.18%
-$23,915.19 
BSET Bassett Furniture Industries Inc.
-0.17%
-$391.41 
KEY KeyCorp
-0.16%
-$363.16 
V Visa Inc. Class A
-0.14%
-$35,608.04 
ECL Ecolab Inc.
-0.12%
-$342.38 
HOMB Home BancShares Inc.
-0.1%
-$281.01 
CME CME Group Inc.
-0.1%
-$11,465.07 
JPST JPMorgan Ultra-Short Income ETF
-0.09%
-$1,121.67 
CTSH Cognizant Technology Solutions Corporation
-0.08%
-$294.35 
CDNS Cadence Design Systems, Inc.
-0.07%
-$137.2 
ZTS Zoetis Inc.
-0.06%
-$1,733.89 
MSFT Microsoft Corp.
-0.05%
-$33,812 
CTVA Corteva Inc.
-0.05%
-$104.32 
WMT Walmart Inc.
-0.05%
-$2,943.8 
TJX The TJX Companies, Inc.
-0.03%
-$286.56 
OKE ONEOK, Inc.
-0.03%
-$106.44 
DE Deere & Company
-0.02%
-$220 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$431.04 
NOW ServiceNow, Inc.
-0.01%
-$1,259.1 
VREX Varex Imaging Corporation
-0.01%
-$45.91 
EPD Enterprise Products Partners L.P.
-0.01%
-$921.16 
GRAL Grail, Inc.
-0.01%
-$70.05 
RTX RTX Corporation
-0.01%
-$153.78 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$370.11 Events
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Dividends
Dividend Analysis
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| Trades 4658 | Longs Won 3039/4658 65% | Profit Factor 7.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $190,448.36 | Best Trade (Aug 14) $52.71M | Sharpe Ratio -81.38 |
| Average Loss -$48,457.9 | Worst Trade (Aug 17) -$3.24M | Z-Score -1.97 (98.12%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $107,454.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 3205 32050L105 | 52,728 | $604,071.46 | $263,640 | - | -$340,431.46 | -56.36% | 0.0 |
| AAON Aaon Inc. | 1,986 | $251,944 | $151,392.78 | - | -$100,551.22 | -39.91% | -1.026% |
| AAPL Apple Inc. | 103,715 | $14.92M | $33.74M | - | $18.82M | 126.14% | +3.149% |
| ABBV AbbVie Inc. | 17,032 | $3.07M | $4.33M | - | $1.26M | 41.19% | +1.343% |
| ABT Abbott Laboratories | 137,213 | $14.83M | $14.16M | - | -$671,073.86 | -4.52% | -1.92% |
| ACIW ACI Worldwide, Inc. | 6,459 | $318,986.38 | $333,542.76 | - | $14,556.38 | 4.56% | -0.616% |
| ACN Accenture plc Class A | 24,777 | $6.3M | $4.4M | - | -$1.9M | -30.2% | +1.03% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 72,846 | $3.96M | $5.58M | - | $1.62M | 40.78% | -1.256% |
| ADBE Adobe Inc. | 14,883 | $4.94M | $3.71M | - | -$1.23M | -24.95% | -2.288% |
| ADI Analog Devices, Inc. | 1,983 | $429,498.72 | $717,439.48 | - | $287,940.76 | 67.04% | -0.897% |
| ADM Archer-Daniels-Midland Co | 4,538 | $239,136.17 | $394,579.1 | - | $155,442.93 | 65% | +0.462% |
| ADP Automatic Data Processing Inc. | 5,992 | $1.7M | $1.6M | - | -$100,968.08 | -5.94% | +0.69% |
| ADSK Autodesk, Inc. | 1,071 | $273,805.47 | $225,471.53 | - | -$48,333.94 | -17.65% | +1.89% |
| AEG Aegon N.V. | 13,458 | $83,861.57 | $121,593.03 | - | $37,731.46 | 44.99% | -0.276% |
| AEP American Electric Power Company, Inc. | 3,563 | $345,126.16 | $441,277.55 | - | $96,151.39 | 27.86% | -0.658% |
| AFL Aflac Inc. | 4,377 | $452,843.45 | $500,203.56 | - | $47,360.11 | 10.46% | -0.401% |
| AG First Majestic Silver Corp | 10,060 | $167,599.53 | $202,558.1 | - | $34,958.57 | 20.86% | -4.934% |
| AGG iShares Core U.S. Aggregate Bond ETF | 54,522 | $5.34M | $5.24M | - | -$100,270.2 | -1.88% | -0.657% |
| AHRT AMERICAN HEALTHCARE REIT INC | 18,713 | $102,921.9 | $118,733.98 | - | $15,812.08 | 15.36% | -1.168% |
| ALKS Alkermes plc | 6,916 | $255,327.36 | $317,770.84 | - | $62,443.48 | 24.46% | +1.205% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for FourThought Financial Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corporation - $11.96M, Apple Inc - $10.41M, NVIDIA Corporation - $5.82M, CrowdStrike Holdings, Inc - $5.35M, and Cisco Systems, Inc - $4.27M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $2.99M, Illumina, Inc - $1.79M, Target Corporation - $1.34M, Nike, Inc. - Class B - $832,520.47, and Progyny Inc - $674,012.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does FourThought Financial Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $62.74M earned over time. The largest contributors to dividend income include Chevron Corporation - $2.65M, American Tower Corporation - $2.57M, NextEra Energy, Inc - $1.96M, Comcast Corp - $1.78M, and PepsiCo, Inc - $1.58M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are FourThought Financial Partners LLC's monthly returns?
FourThought Financial Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can FourThought Financial Partners LLC's strategy be considered aggressive or moderate?
FourThought Financial Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow FourThought Financial Partners LLC's strategy?
FourThought Financial Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
