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:
70.8%
Gain -0.33%
Monthly
1.29%
Yearly
16.63%
Drawdown
16.2%
$1.3B
Equity
Holdings
$1.3B
Investment
$909.59M
$512.18M
Profit -$3.19M
Realized
$118.75M
Unrealized
$393.44M
Dividends
$66.07M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$3.19M
Win %
69%
This Week
Compared To Last Week
Gain
0.19%
Profit
$2.53M
Win %
69%
This Month
Compared to last month
Gain
1.76%
Profit
$22.56M
Win %
69%
This Year
Compared to last year
Gain
1.88%
Profit
$24.21M
Win %
69%
CCI Crown Castle Inc.
+9.58%
+$440,874.7 
GRAL GRAIL, Inc.
+6.39%
+$56,893.21 
PANW Palo Alto Networks, Inc.
+6.26%
+$34,980.75 
CRWD CrowdStrike Holdings, Inc.
+6.16%
+$249,193.65 
OKTA Okta Inc. Class A Common Stock
+5.3%
+$26,603.63 
PTEN Patterson-UTI Energy, Inc. Common Stock
+5.29%
+$10,875.6 
BUG Global X Cybersecurity ETF
+4.5%
+$23,060.64 
TRGP Targa Resources Corp.
+4.27%
+$12,654.5 
VET Vermilion Energy Inc.
+3.87%
+$5,661.76 
COP ConocoPhillips
+3.8%
+$34,927.48 
TWLO Twilio Inc. Class A Common Stock
+3.62%
+$12,539.88 
COLB Columbia Banking System, Inc.
+3.58%
+$7,463.25 
PAA Plains All American Pipeline, L.P. Common Units
+3.32%
+$12,756.38 
MU Micron Technology Inc.
+3.3%
+$42,516.23 
AMT American Tower Corporation
+3.29%
+$683,689.22 
AXGN Axogen, Inc.
+2.92%
+$7,515.68 
RPD Rapid7, Inc.
+2.75%
+$4,830.44 
ORN Orion Group Holdings, Inc.
+2.73%
+$4,866.11 
FTNT Fortinet, Inc.
+2.73%
+$252,738.14 
JBL Jabil Inc.
+2.59%
+$4,054.05 
WTTR Select Water Solutions Inc. Class A
+2.51%
+$7,153.52 
OKE ONEOK, Inc.
+2.49%
+$8,302.32 
CVX Chevron Corporation
+2.44%
+$783,624.72 
DGII Digi International Inc.
+2.39%
+$8,190.18 
DOCN DigitalOcean Holdings, Inc.
+2.37%
+$3,073.8 
LMT Lockheed Martin Corporation
+2.31%
+$418,516.28 
UCTT Ultra Clean Holdings, Inc.
+2.29%
+$3,652.62 
XOM ExxonMobil Holdings Corporation
+2.29%
+$155,998.8 
HONA Honeywell Aerospace Inc.
+2.25%
+$72,559.08 
MRVL Marvell Technology Inc.
+2.17%
+$18,609.45 
SNOW Snowflake Inc. Common Stock
+2.12%
+$6,689.89 
WSFS WSFS Financial Corporation
+2.05%
+$4,669.83 
EPD Enterprise Products Partners L.P.
+2.03%
+$136,332.42 
DELL Dell Technologies Inc. Class C Common Stock
+2.02%
+$16,102.52 
SNPS Synopsys Inc.
+2.02%
+$23,452.62 
SLDE Slide Insurance Holdings, Inc. Common Stock
+2.02%
+$148,683.36 
ASX ASE Technology Holding Co., Ltd. ADR
+1.96%
+$4,725.64 
CDNS Cadence Design Systems, Inc.
+1.93%
+$4,091.99 
WMB The Williams Companies, Inc.
+1.85%
+$65,404.37 
INTA Intapp Inc.
+1.82%
+$8,389.3 
ET Energy Transfer LP
+1.82%
+$36,561.22 
AMD Advanced Micro Devices Inc.
+1.76%
+$101,402.33 
TXN Texas Instruments Inc.
+1.69%
+$74,814.41 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.66%
+$49,488.18 
MPLX MPLX LP
+1.62%
+$92,727.24 
ATEX Anterix Inc.
+1.56%
+$2,488.09 
SPCX Space Exploration Technologies Corp. Class A
+1.54%
+$3,416.36 
APH Amphenol Corp. Class A Common Stock
+1.54%
+$17,361 
PUMP ProPetro Holding Corp.
+1.52%
+$2,281.84 
INTC Intel Corporation
+1.5%
+$7,024.64 
LITE Lumentum Holdings Inc.
+1.45%
+$3,876.6 
ORCL Oracle Corporation
+1.4%
+$9,254.08 
CSCO Cisco Systems, Inc.
+1.24%
+$83,318.32 
UMC United Microelectronics Corp. ADR
+1.16%
+$2,637.62 
CQQQ Invesco China Technology ETF
+1.1%
+$5,500 
AMAT Applied Materials Inc.
+1.07%
+$154,051.81 
TER Teradyne, Inc.
+1.07%
+$4,900.5 
QCOM QUALCOMM Incorporated
+1.02%
+$104,437.08 
ADI Analog Devices, Inc.
+0.96%
+$7,384.69 
GLW Corning Incorporated
+0.94%
+$1,448.84 
SMH VanEck Semiconductor ETF
+0.92%
+$8,764.36 
SOXX iShares Semiconductor ETF
+0.91%
+$7,763.04 
ANET Arista Networks Inc.
+0.9%
+$6,759.06 
ASML ASML Holding N.V. NY Registered Shares
+0.86%
+$190,102.11 
ABT Abbott Laboratories
+0.81%
+$113,200.73 
NUE Nucor Corporation
+0.8%
+$1,979.66 
SPOT Spotify Technology S.A.
+0.79%
+$2,081.46 
HUBB Hubbell Inc.
+0.71%
+$5,701.74 
VNO Vornado Realty Trust
+0.7%
+$1,588.56 
VSTS Vestis Corporation Common Stock
+0.69%
+$2,548.6 
MSFT Microsoft Corporation Common Stock
+0.68%
+$477,425.44 
ROK Rockwell Automation Inc.
+0.64%
+$1,735.36 
XLK State Street Technology Select Sector SPDR ETF
+0.61%
+$2,091.04 
RYZ Ryerson Holding Corporation Common Stock
+0.61%
+$2,065.67 
VGT Vanguard Information Technology ETF
+0.59%
+$18,526.62 
EMR Emerson Electric Co.
+0.58%
+$4,306.66 
BELFB Bel Fuse Inc. Class B Common Stock
+0.58%
+$1,808.44 
IGM iShares Expanded Tech Sector ETF
+0.58%
+$1,493.25 
MTUM iShares MSCI USA Momentum Factor ETF
+0.55%
+$1,684.32 
SNDK Sandisk Corp.
+0.55%
+$1,861.77 
SSB SouthState Bank Corporation Common Stock
+0.54%
+$1,616.52 
VEEV Veeva Systems Inc.
+0.48%
+$39,483.15 
NOW ServiceNow Inc.
+0.47%
+$45,957.15 
LRCX Lam Research Corp.
+0.4%
+$26,810.97 
BA The Boeing Company
+0.4%
+$3,054.72 
IBM International Business Machines Corporation
+0.4%
+$2,710.38 
DD DuPont de Nemours, Inc.
+0.39%
+$966.19 
CIEN Ciena Corp.
+0.37%
+$727.2 
CCNE CNB Financial Corp.
+0.37%
+$864.11 
AVGO Broadcom Inc.
+0.37%
+$179,235.42 
EMLP First Trust North American Energy Infrastructure Fund
+0.35%
+$3,095.04 
ABBV AbbVie Inc.
+0.32%
+$15,328.8 
ISBA Isabella Bank Corp.
+0.31%
+$767.04 
EEM iShares MSCI Emerging Markets ETF
+0.31%
+$2,186.71 
STX Seagate Technology Holdings plc
+0.3%
+$656.88 
ILMN Illumina Inc.
+0.27%
+$952.56 
SYK Stryker Corp.
+0.25%
+$1,567.88 
ADM Archer-Daniels-Midland Company
+0.24%
+$862.22 
DXCM DexCom Inc.
+0.24%
+$571.77 
RS Reliance, Inc.
+0.22%
+$1,078.23 
MHO M/I Homes, Inc.
+0.19%
+$415.48 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.19%
+$3,985.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$837.77 
MPC Marathon Petroleum Corp.
+0.16%
+$17,906.4 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$6,291.49 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$11,779.09 
IBIT iShares Bitcoin Trust ETF
+0.14%
+$463.45 
ICHR Ichor Holdings, Ltd.
+0.13%
+$167.4 
MUB iShares National Muni Bond ETF
+0.13%
+$5,081.7 
CMI Cummins Inc.
+0.11%
+$260.49 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$3,657.42 
PWR Quanta Services, Inc.
+0.07%
+$182.04 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.07%
+$1,593.46 
GEV GE Vernova Inc.
+0.05%
+$238.19 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$2,511.07 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$431.04 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$184.01 
TIP iShares TIPS Bond ETF
+0.01%
+$170.52 
CME CME Group Inc. Class A Common Stock
+0.01%
+$1,685.62 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOSE Eos Energy Enterprises Inc. Ordinary Shares Class A
0%
$0 
FORM FormFactor Inc.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 3205
32050L105
0%
$0 G391
G39104107
0%
$0 
CORT Corcept Therapeutics Inc.
-19.5%
-$245,651.2 
BE Bloom Energy Corp. Class A Common Stock
-12.87%
-$31,337.54 
T AT&T Inc.
-6.42%
-$47,832.52 
ACN Accenture plc
-4.39%
-$281,466.47 
HWM Howmet Aerospace Inc.
-4.08%
-$9,392.96 
AXP American Express Company
-3.89%
-$12,219.91 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-3.87%
-$18,641.85 
UNM Unum Group
-3.84%
-$23,918.4 
CNO CNO Financial Group, Inc.
-3.84%
-$10,149.45 
NEM Newmont Corporation
-3.82%
-$11,122.36 
RCL Royal Caribbean Cruises Ltd.
-3.81%
-$22,932.82 
YUM Yum! Brands, Inc.
-3.64%
-$82,147.54 
TSCO Tractor Supply Company
-3.56%
-$135,571.66 
BFH Bread Financial Holdings, Inc.
-3.53%
-$8,307.27 
WSM Williams-Sonoma, Inc.
-3.52%
-$12,225.22 
TGT Target Corp.
-3.34%
-$12,818.25 
VRSK Verisk Analytics, Inc.
-3.29%
-$11,710.04 
ATI ATI Inc.
-3.2%
-$68,047.94 
RPM RPM International Inc.
-3.17%
-$11,191.95 
COCO The Vita Coco Company, Inc.
-3.08%
-$5,554.64 
CR Crane Company
-3.06%
-$6,849.57 
HD The Home Depot, Inc.
-3.05%
-$81,481.48 
CLX The Clorox Company
-3.04%
-$5,894.1 
LOW Lowe's Companies, Inc.
-3.03%
-$404,227.6 
F Ford Motor Co.
-2.97%
-$4,233.73 
LLY Eli Lilly and Company
-2.96%
-$227,760.39 
SYY Sysco Corp.
-2.95%
-$7,576.4 
CSTM Constellium SE Class A Ordinary Shares
-2.9%
-$6,280.02 
CI The Cigna Group
-2.88%
-$231,595 
INTU Intuit Inc.
-2.58%
-$103,147.95 
PEP PepsiCo, Inc.
-2.58%
-$483,512.64 
EXPE Expedia Group Inc.
-2.57%
-$6,885.19 
BKNG Booking Holdings Inc.
-2.54%
-$9,917.9 
CMG Chipotle Mexican Grill, Inc.
-2.54%
-$5,702.84 
CSL Carlisle Companies Incorporated
-2.53%
-$5,750.18 
TPR Tapestry Inc.
-2.52%
-$4,299.26 
KO The Coca-Cola Company
-2.5%
-$12,042.8 
BLK BlackRock, Inc.
-2.46%
-$305,071.56 
BVN Compañía de Minas Buenaventura S.A.A. ADR
-2.46%
-$6,570.9 
CAT Caterpillar Inc.
-2.45%
-$222,015.38 
CTVA Corteva Inc.
-2.45%
-$821.52 
HCKT The Hackett Group, Inc.
-2.41%
-$3,355.91 
HXL Hexcel Corporation
-2.37%
-$6,785.88 
KMB Kimberly-Clark Corporation
-2.37%
-$9,088.73 
GE General Electric Company
-2.36%
-$23,582.12 
MNST Monster Beverage Corporation
-2.31%
-$8,062.13 
BMY Bristol-Myers Squibb Company
-2.3%
-$9,690.35 
FRMI Fermi Inc.
-2.26%
-$609.18 
NSC Norfolk Southern Corp.
-2.25%
-$7,594.78 
AFL Aflac Incorporated
-2.24%
-$12,102.41 
MCO Moody's Corporation
-2.08%
-$6,802.94 
MO Altria Group, Inc.
-2.08%
-$12,987.6 
PG The Procter & Gamble Company
-2.02%
-$232,115.6 
UBER Uber Technologies Inc.
-2%
-$3,959.72 
SSRM SSR Mining Inc.
-1.99%
-$5,191.58 
ADBE Adobe Inc.
-1.96%
-$78,998.96 
RBC RBC Bearings Incorporated
-1.95%
-$4,137.62 
MS Morgan Stanley Common Stock
-1.95%
-$29,970.6 
MA Mastercard Inc. Class A Common Stock
-1.89%
-$158,794.29 
UNP Union Pacific Corp.
-1.88%
-$22,058.4 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.86%
-$4,689.7 
OSK Oshkosh Corporation
-1.85%
-$3,312.51 
MCD McDonald's Corporation
-1.84%
-$14,539.2 
SPT Sprout Social Inc Class A Common Stock
-1.83%
-$12,048.48 
AEG Aegon Ltd. New York Registry Shares
-1.77%
-$1,951.41 
FDX FedEx Corp.
-1.73%
-$22,902.08 
SHBI Shore Bancshares, Inc.
-1.7%
-$3,594.99 
RTX RTX Corporation
-1.7%
-$25,373.7 
COF Capital One Financial Corp.
-1.69%
-$13,911.71 
ETOR eToro Group Ltd.
-1.69%
-$4,228.33 
CB Chubb Limited
-1.67%
-$304,943.51 
MRK Merck & Co., Inc.
-1.64%
-$11,011 
WMT Walmart Inc.
-1.62%
-$115,691.34 
AG First Majestic Silver Corp.
-1.62%
-$2,464.7 
CSX CSX Corporation
-1.62%
-$92,261.65 
JNJ Johnson & Johnson
-1.6%
-$64,208.28 
FBRT Franklin BSP Realty Trust, Inc.
-1.6%
-$1,405.3 
WSO Watsco Inc.
-1.58%
-$3,278.59 
AMX América Móvil, S.A.B. de C.V.
-1.56%
-$3,790.8 
VCR Vanguard Consumer Discretionary ETF
-1.55%
-$7,651.7 
JPM JPMorgan Chase & Co.
-1.54%
-$375,446.25 
UL Unilever PLC Sponsored ADR
-1.51%
-$10,478.75 
AOS A. O. Smith Corporation
-1.49%
-$44,821.35 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.47%
-$6,549.73 
TJX The TJX Companies, Inc.
-1.44%
-$15,187.68 
C Citigroup Inc.
-1.43%
-$9,062.82 
NHC National HealthCare Corp.
-1.43%
-$5,794.2 
VZ Verizon Communications Inc.
-1.42%
-$55,148.16 
AEP American Electric Power Company, Inc.
-1.41%
-$6,555.92 
AMGN Amgen Inc. Common Stock
-1.39%
-$201,285.42 
ACIW ACI Worldwide, Inc.
-1.39%
-$5,038.02 
ZTS Zoetis Inc. Class A Common Stock
-1.37%
-$43,154.72 
MPWR Monolithic Power Systems Inc.
-1.36%
-$23,146.24 
V Visa Inc. Class A
-1.35%
-$383,471.2 
AON Aon plc Class A
-1.34%
-$5,395.6 
CRH CRH plc Ordinary Shares
-1.33%
-$2,853.15 
COST Costco Wholesale Corp
-1.32%
-$201,653.18 
PFE Pfizer Inc.
-1.31%
-$6,696 
MBC MasterBrand, Inc.
-1.29%
-$1,631.15 
EME EMCOR Group, Inc.
-1.28%
-$2,594.14 
HL Hecla Mining Company
-1.28%
-$1,922.22 
LION Lionsgate Studios Corp.
-1.26%
-$3,582.4 
RACE Ferrari N.V.
-1.25%
-$20,103.28 
ITW Illinois Tool Works Inc.
-1.25%
-$22,717.44 
MAR Marriott International, Inc. Class A Common Stock
-1.25%
-$7,605.39 
UNH UnitedHealth Group Inc.
-1.24%
-$13,275.13 
WAT Waters Corporation
-1.24%
-$3,355.8 
NVO Novo Nordisk A/S Sponsored ADR
-1.23%
-$49,522.86 
VICR Vicor Corp.
-1.23%
-$1,627.3 
SBUX Starbucks Corp.
-1.22%
-$3,348 
GS The Goldman Sachs Group, Inc.
-1.22%
-$80,905.98 
BSX Boston Scientific Corp.
-1.21%
-$6,405.81 
PEG Public Service Enterprise Group Inc.
-1.2%
-$4,169.91 
CRM Salesforce, Inc.
-1.18%
-$84,894.81 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.16%
-$2,444 
TRV The Travelers Companies, Inc.
-1.14%
-$3,709.85 
FIGS FIGS Inc. Class A Common Stock
-1.12%
-$2,539.43 
ASH Ashland Inc.
-1.11%
-$3,917.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.09%
-$4,515 
ARCC Ares Capital Corp.
-1.09%
-$29,277.9 
SCHW The Charles Schwab Corporation
-1.08%
-$2,267.47 
VIS Vanguard Industrials ETF
-1.07%
-$2,575.27 
ECL Ecolab Inc.
-1.07%
-$3,141.83 
MD Pediatrix Medical Group Inc.
-1.07%
-$2,839.72 
TMO Thermo Fisher Scientific Inc.
-1.07%
-$80,917.61 
PM Philip Morris International Inc.
-1.06%
-$14,562.83 
LNT Alliant Energy Corporation
-1.05%
-$2,180.78 
SO The Southern Company
-1.04%
-$7,353.92 
BRK-B Berkshire Hathaway Inc.
-1.01%
-$68,219.91 
BRK-A Berkshire Hathaway Inc.
-1.01%
-$16,539.76 
ADP Automatic Data Processing Inc.
-1%
-$18,395.44 
SABR Sabre Corporation
-0.97%
-$1,009.89 
NFLX Netflix Inc.
-0.96%
-$6,593.84 
MSCI MSCI Inc.
-0.96%
-$94,883.2 
DHR Danaher Corp.
-0.95%
-$5,601.67 
AZN AstraZeneca PLC American Depositary Shares
-0.89%
-$124,409.89 
WFC Wells Fargo & Company
-0.89%
-$6,020.64 
PAYX Paychex Inc.
-0.89%
-$2,466.13 
TSLA Tesla, Inc.
-0.89%
-$7,184.19 
BAC Bank of America Corporation
-0.86%
-$8,700.12 
DGRO iShares Core Dividend Growth ETF
-0.85%
-$152,984.36 
VIG Vanguard Dividend Appreciation ETF
-0.84%
-$4,111.76 
ADSK Autodesk Inc.
-0.83%
-$2,263.88 
KEY KeyCorp
-0.82%
-$1,815.8 
MCK McKesson Corporation
-0.82%
-$14,788.08 
CRCL Circle Internet Group, Inc. Class A
-0.81%
-$3,927 
PHIN PHINIA Inc.
-0.81%
-$1,446.24 
GLD SPDR Gold Shares
-0.8%
-$3,762.16 
ANDE The Andersons, Inc.
-0.8%
-$2,441.91 
O Realty Income Corp.
-0.8%
-$3,230.05 
GOLD Gold.com Inc.
-0.78%
-$1,803.6 
D Dominion Energy, Inc.
-0.77%
-$3,980.5 
QUAL iShares MSCI USA Quality Factor ETF
-0.74%
-$10,780.04 
ALKS Alkermes plc
-0.74%
-$2,249.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.73%
-$5,445.75 
ES Eversource Energy
-0.72%
-$1,385.72 
DUK Duke Energy Corporation
-0.71%
-$32,587.85 
PNC The PNC Financial Services Group, Inc.
-0.7%
-$60,809.46 
VTV Vanguard Morningstar Value ETF
-0.68%
-$2,348.4 
JEPI JPMorgan Equity Premium Income ETF
-0.68%
-$29,859.57 
DVLT Datavault AI Inc. Common Stock
-0.68%
-$31.28 
INCY Incyte Corp.
-0.67%
-$2,801.94 
USRT iShares Core U.S. REIT ETF
-0.67%
-$3,268.86 
SRE Sempra
-0.66%
-$5,020.96 
CEG Constellation Energy Corporation
-0.65%
-$2,555.1 
AHRT AMERICAN HEALTHCARE REIT INC
-0.65%
-$748.52 
VONV Vanguard Russell 1000 Value ETF
-0.65%
-$104,238.62 
EFA iShares MSCI EAFE ETF
-0.64%
-$2,745.6 
CWEN Clearway Energy Inc. Class C Common Stock
-0.64%
-$1,757.4 
IWD iShares Russell 1000 Value ETF
-0.64%
-$1,500.24 
VYM Vanguard High Dividend Yield ETF
-0.63%
-$6,349.95 
BRKR Bruker Corp.
-0.63%
-$1,382.4 
DFAI Dimensional International Core Equity Market ETF
-0.63%
-$46,488.97 
IUSV iShares Core S&P U.S. Value ETF
-0.6%
-$3,093.96 
AAPL Apple Inc.
-0.59%
-$214,171.48 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$4,406.82 
META Meta Platforms Inc Class A
-0.58%
-$67,600.07 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
-0.58%
-$7,027.02 
CNNE Cannae Holdings, Inc.
-0.58%
-$2,540.11 
GWW W.W. Grainger Inc.
-0.57%
-$1,643.69 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$2,929.5 
MDT Medtronic plc
-0.57%
-$108,588.7 
PNQI Invesco NASDAQ Internet ETF
-0.56%
-$6,466.83 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.56%
-$1,215.5 
DFAS Dimensional U.S. Small Cap ETF
-0.56%
-$20,064.44 
ROKU Roku, Inc. Class A Common Stock
-0.55%
-$1,328.8 
VLO Valero Energy Corporation
-0.55%
-$2,637.18 
GOOGL Alphabet Inc
-0.53%
-$102,386.96 
PGR The Progressive Corporation
-0.51%
-$1,732.24 
YUMC Yum China Holdings, Inc.
-0.51%
-$1,699.24 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$35,981.82 
AMZN Amazon.com Inc
-0.51%
-$130,299.46 
CARR Carrier Global Corp.
-0.5%
-$907.48 
FDXF FedEx Freight Holding Company, Inc.
-0.49%
-$1,092.3 
VTWG Vanguard Russell 2000 Growth ETF
-0.49%
-$5,870.16 
DFAU Dimensional U.S. Core Equity Market ETF
-0.48%
-$1,569.78 
VEA Vanguard FTSE Developed Markets ETF
-0.48%
-$1,403.49 
NOC Northrop Grumman Corporation
-0.47%
-$63,561.24 
DIS The Walt Disney Company
-0.46%
-$1,886.33 
IWO iShares Russell 2000 Growth ETF
-0.46%
-$1,953.6 
BSET Bassett Furniture Industries, Inc.
-0.45%
-$1,304.7 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.45%
-$6,708.78 
WM Waste Management Inc.
-0.45%
-$4,592.4 
MELI MercadoLibre Inc.
-0.45%
-$27,615.15 
APD Air Products and Chemicals Inc.
-0.44%
-$57,846.61 
VOO Vanguard S&P 500 ETF
-0.43%
-$153,461.82 
VONE Vanguard Russell 1000 ETF
-0.43%
-$42,865.81 
IVV iShares Core S&P 500 ETF
-0.43%
-$4,650.55 
NXPI NXP Semiconductors N.V.
-0.43%
-$1,672.64 
IWR iShares Russell Mid-Cap ETF
-0.43%
-$3,411.73 
SPY State Street SPDR S&P 500 ETF Trust
-0.42%
-$18,573.75 
WELL Welltower Inc.
-0.42%
-$1,418.06 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$14,540.51 
GOOG Alphabet Inc
-0.41%
-$31,116.12 
PLD Prologis, Inc.
-0.41%
-$28,543.32 
KLAC KLA Corporation
-0.4%
-$91,061.78 
LIN Linde plc
-0.4%
-$2,908.01 
VTI Vanguard Total Stock Market ETF
-0.4%
-$7,508.11 
VXUS Vanguard Total International Stock ETF
-0.37%
-$1,475.6 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.37%
-$20,032.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$6,073.52 
NEE NextEra Energy Inc.
-0.37%
-$80,986.35 
DSI iShares ESG MSCI KLD 400 ETF
-0.36%
-$776.36 
AAON AAON, Inc.
-0.35%
-$486.57 
CMCSA Comcast Corp. Class A Common Stock
-0.34%
-$49,055.09 
TT Trane Technologies plc
-0.34%
-$1,302.04 
IWN iShares Russell 2000 Value ETF
-0.33%
-$1,038.8 
VTWV Vanguard Russell 2000 Value Index Fund
-0.32%
-$5,077.77 
COTY Coty Inc. Class A Common Stock
-0.31%
-$189.61 
FTAI FTAI Aviation Ltd.
-0.3%
-$551.52 
IUSG iShares Core S&P U.S. Growth ETF
-0.29%
-$2,165.9 
CPK Chesapeake Utilities Corporation
-0.29%
-$7,995 
SON Sonoco Products Company
-0.29%
-$553.9 
VUG Vanguard Morningstar Growth ETF
-0.28%
-$1,474.41 
BWXT BWX Technologies, Inc.
-0.28%
-$464.45 
FITB Fifth Third Bancorp
-0.27%
-$543.46 
DLR Digital Realty Trust Inc.
-0.27%
-$14,762.93 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.23%
-$620.26 
IWF iShares Russell 1000 Growth ETF
-0.23%
-$2,451.29 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.22%
-$4,031.1 
FN Fabrinet
-0.22%
-$478.18 
GD General Dynamics Corp.
-0.21%
-$1,373.44 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.21%
-$1,303.99 
ETN Eaton Corporation plc
-0.17%
-$914.55 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.17%
-$2,308.94 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$944.12 
NVDA NVIDIA Corporation
-0.16%
-$66,533.35 
VONG Vanguard Russell 1000 Growth ETF
-0.15%
-$23,144.66 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$5,564.46 
NDAQ Nasdaq, Inc. Common Stock
-0.14%
-$20,734.06 
PREF Principal Spectrum Preferred Securities Active ETF
-0.14%
-$1,757.1 
BIV Vanguard Intermediate-Term Bond ETF
-0.13%
-$279.3 
SITM SiTime Corporation
-0.12%
-$239.54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$6,335.46 
ONTO Onto Innovation Inc.
-0.1%
-$162.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$226.55 
DE Deere & Company
-0.09%
-$783.75 
MSI Motorola Solutions, Inc.
-0.06%
-$437.98 
GILD Gilead Sciences Inc.
-0.06%
-$307.62 
VREX Varex Imaging Corp.
-0.05%
-$176.59 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$225.78 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$373.89 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$692.83 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$482.29 
PSX Phillips 66
-0.02%
-$435.05 
HOMB Home BancShares, Inc.
-0.02%
-$46.84 Events
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Dividends
Dividend Analysis
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| Trades 4658 | Longs Won 3060/4658 65% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $191,895.51 | Best Trade (Oct 15) $42.29M | Sharpe Ratio -15.06 |
| Average Loss -$46,944.18 | Worst Trade (Oct 15) -$3.67M | Z-Score -1.27 (79.75%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $109,957.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $137,778.75 | - | -$114,165.25 | -45.31% | -0.352% |
| AAPL Apple Inc. | 103,715 | $14.92M | $35.9M | - | $20.98M | 140.66% | -0.593% |
| ABBV AbbVie Inc. | 17,032 | $3.07M | $4.87M | - | $1.81M | 58.85% | +0.316% |
| ABT Abbott Laboratories | 137,213 | $14.83M | $14.18M | - | -$653,922.24 | -4.41% | +0.805% |
| ACIW ACI Worldwide, Inc. | 6,459 | $318,986.38 | $357,893.19 | - | $38,906.81 | 12.2% | -1.388% |
| ACN Accenture plc | 24,777 | $6.3M | $6.13M | - | -$174,999.21 | -2.78% | -4.391% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 72,846 | $3.96M | $5.35M | - | $1.38M | 34.81% | -0.373% |
| ADBE Adobe Inc. | 14,883 | $4.94M | $3.95M | - | -$990,673.68 | -20.06% | -1.962% |
| ADI Analog Devices, Inc. | 1,983 | $429,498.72 | $772,346.77 | - | $342,848.05 | 79.83% | +0.965% |
| ADM Archer-Daniels-Midland Company | 4,538 | $239,136.17 | $363,176.14 | - | $124,039.97 | 51.87% | +0.238% |
| ADP Automatic Data Processing Inc. | 5,992 | $1.7M | $1.83M | - | $125,649.36 | 7.39% | -0.997% |
| ADSK Autodesk Inc. | 1,071 | $273,805.47 | $270,787.57 | - | -$3,017.9 | -1.1% | -0.829% |
| AEG Aegon Ltd. New York Registry Shares | 13,458 | $83,861.57 | $108,538.77 | - | $24,677.2 | 29.43% | -1.766% |
| AEP American Electric Power Company, Inc. | 3,563 | $345,126.16 | $458,914.4 | - | $113,788.24 | 32.97% | -1.408% |
| AFL Aflac Incorporated | 4,377 | $452,843.45 | $527,450.38 | - | $74,606.93 | 16.48% | -2.243% |
| AG First Majestic Silver Corp. | 10,060 | $167,599.53 | $149,642.5 | - | -$17,957.03 | -10.71% | -1.62% |
| AGG iShares Core U.S. Aggregate Bond ETF | 54,522 | $5.34M | $5.23M | - | -$102,516.51 | -1.92% | -0.121% |
| AHRT AMERICAN HEALTHCARE REIT INC | 18,713 | $102,921.9 | $114,149.3 | - | $11,227.4 | 10.91% | -0.651% |
| ALKS Alkermes plc | 6,916 | $255,327.36 | $303,299.11 | - | $47,971.75 | 18.79% | -0.736% |
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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 Corp - $11.97M, Apple Inc - $10.41M, NVIDIA Corporation - $5.87M, CrowdStrike Holdings, Inc - $5.35M, and Broadcom Inc - $4.37M. 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 Inc - $2.98M, Illumina Inc - $1.79M, Target Corp - $1.34M, Nike, Inc. Class B Common Stock - $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 $66.07M earned over time. The largest contributors to dividend income include American Tower Corporation - $2.78M, Chevron Corporation - $2.65M, NextEra Energy Inc - $2.13M, Comcast Corp. Class A Common Stock - $1.98M, and PepsiCo, Inc - $1.78M. 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.
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