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:
50.79%
Gain +0.24%
Monthly
1.28%
Yearly
16.51%
Drawdown
16.17%
$1.25B
Equity
Holdings
$1.25B
Investment
$883.93M
$472.07M
Profit +$2.21M
Realized
$108.67M
Unrealized
$363.4M
Dividends
$61.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$2.21M
Win %
69%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$571,088.54
Win %
69%
This Month
Compared to last month
Gain
-0.94%
Profit
-$11.87M
Win %
69%
This Year
Compared to last year
Gain
8.93%
Profit
$102.24M
Win %
71%
BE Bloom Energy Corporation
+11.77%
+$56,515.2 
SNDK SanDisk Corporation
+9.85%
+$94,947.93 
TER Teradyne, Inc.
+8.66%
+$43,235.4 
MU Micron Technology, Inc.
+7.72%
+$64,003.98 
CRCL Circle Internet Group, Inc.
+7.26%
+$21,921.25 
AMAT Applied Materials, Inc.
+6.71%
+$1.44M 
EGO Eldorado Gold Corporation
+6.58%
+$11,132.5 
ONTO Onto Innovation Inc.
+6.09%
+$19,436.16 
LITE Lumentum Holdings Inc.
+5.97%
+$16,462.8 
CIEN Ciena Corporation
+5.88%
+$12,693.91 
ICHR Ichor Holdings Ltd.
+5.74%
+$20,675.92 
INTC Intel Corporation
+5.72%
+$30,692.03 
MRVL Marvell Technology, Inc.
+5.43%
+$50,810.87 
FN Fabrinet
+5.21%
+$16,525.08 
BLSH Bullish Inc.
+5.09%
+$6,958.87 
AAOI Applied Optoelectronics, Inc.
+5.05%
+$18,373.65 
AMD Advanced Micro Devices, Inc.
+4.71%
+$274,943.82 
UCTT Ultra Clean Holdings, Inc.
+4.64%
+$24,575.94 
BELFB Bel Fuse Inc.
+4.52%
+$23,658.62 
LASR nLIGHT, Inc.
+4.16%
+$12,652.2 
SOXX iShares Semiconductor ETF
+4.08%
+$38,462.6 
LRCX Lam Research Corporation
+3.96%
+$356,224.02 
DVLT Datavault AI Inc.
+3.87%
+$524.74 
CQQQ Invesco China Technology ETF
+3.79%
+$14,898 
FORM FormFactor Inc.
+3.76%
+$10,165.32 
KLAC KLA Corporation
+3.7%
+$1.21M 
ORCL Oracle Corporation
+3.68%
+$23,659.71 
BBAI BigBear.ai Holdings Inc.
+3.57%
+$1,010.72 
ANET Arista Networks, Inc.
+3.47%
+$24,988.59 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$898,800.1 
UMC United Microelectronics Corp. Sponsored ADR
+3.4%
+$19,061.94 
ORN Orion Group Holdings Inc.
+3.31%
+$10,489.5 
SMH VanEck Semiconductor ETF
+3.25%
+$33,105.74 
MPWR Monolithic Power Systems, Inc.
+3.19%
+$61,127.93 
BHE Benchmark Electronics Inc.
+3.03%
+$10,300.78 
CSTM Constellium SE
+3.01%
+$12,038.19 
AG First Majestic Silver Corp
+2.9%
+$7,134.14 
SSRM Ssr Mining Inc.
+2.87%
+$6,965.28 
MRSH Marsh & McLennan Companies, Inc.
+2.84%
+$8,160.7 
MTUM iShares MSCI USA Momentum Factor ETF
+2.74%
+$8,743.67 
CORT Corcept Therapeutics Incorporated
+2.67%
+$28,596.8 
GTES Gates Industrial Corporation plc
+2.57%
+$7,093.68 
TFPM Triple Flag Precious Metals Corp
+2.54%
+$4,477.19 
TXN Texas Instruments Inc
+2.53%
+$116,289.11 
EOSE Eos Energy Enterprises Inc.
+2.46%
+$19,865.6 
GRAL Grail, Inc.
+2.45%
+$13,528.45 
IBKR Interactive Brokers Group Inc.
+2.41%
+$12,090.91 
GEV GE Vernova Inc.
+2.31%
+$15,154.37 
AXGN Axogen Inc.
+2.24%
+$10,334.15 
ADI Analog Devices, Inc.
+2.11%
+$15,259.93 
HL Hecla Mining Company
+2.1%
+$5,802.9 
APH Amphenol Corporation
+2.06%
+$13,457.07 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$14,614.41 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$6,441.25 
AMRC Ameresco Inc.
+2%
+$5,121.45 
CAT Caterpillar Inc.
+1.98%
+$220,840.68 
HXL Hexcel Corporation
+1.96%
+$7,199.46 
TT Trane Technologies plc
+1.95%
+$5,967.05 
SON Sonoco Products Co.
+1.92%
+$5,610.15 
GOLD Gold.com, Inc.
+1.92%
+$4,328.64 
IBIT iShares Bitcoin Trust
+1.91%
+$5,026.65 
CDNS Cadence Design Systems, Inc.
+1.91%
+$4,630.51 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+1.9%
+$5,144.82 
VET Vermilion Energy Inc.
+1.85%
+$3,356.46 
NEM Newmont Corporation
+1.84%
+$4,908.52 
TSLA Tesla, Inc.
+1.83%
+$13,783.48 
DGII Digi International Inc.
+1.77%
+$5,342.44 
NVDA NVIDIA Corporation
+1.73%
+$702,014.72 
VGT Vanguard Information Technology ETF
+1.69%
+$87,492.52 
PSX Phillips 66
+1.63%
+$28,838.8 
MPC Marathon Petroleum Corporation
+1.57%
+$127,591.2 
RYZ Ryerson Holding Corporation
+1.55%
+$5,184.45 
BFH Bread Financial Holdings Inc.
+1.54%
+$4,086.63 
RBC RBC Bearings Incorporated
+1.49%
+$3,816.5 
APD Air Products and Chemicals, Inc.
+1.48%
+$185,709.14 
CMI Cummins Inc.
+1.43%
+$4,172.38 
C Citigroup Inc.
+1.41%
+$9,730.22 
NXPI NXP Semiconductors N.V.
+1.36%
+$6,622.87 
ETOR eToro Group Ltd.
+1.34%
+$6,442.03 
SKYT SkyWater Technology, Inc.
+1.33%
+$5,322.21 
ADM Archer-Daniels-Midland Co
+1.32%
+$5,122.29 
CEG Constellation Energy Corporation
+1.31%
+$4,696.89 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$47,295.51 
GS The Goldman Sachs Group, Inc.
+1.24%
+$98,501.18 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$92,485.54 
CSCO Cisco Systems, Inc.
+1.2%
+$88,911.83 
FDX FedEx Corporation
+1.2%
+$14,641.67 
COP ConocoPhillips
+1.18%
+$8,461.12 
AVGO Broadcom Inc.
+1.14%
+$645,091.82 
LBRT Liberty Energy Inc.
+1.12%
+$2,647.62 
RS Reliance Inc.
+1.12%
+$5,484.72 
PAA Plains All American Pipeline, L.P.
+1.11%
+$4,122.36 
UNH UnitedHealth Group Incorporated
+1.11%
+$11,419.22 
MS Morgan Stanley
+1.09%
+$19,437.3 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$11,713.2 
XOM Exxon Mobil Corporation
+1.04%
+$56,102.25 
NHC National HealthCare Corporation
+1.04%
+$4,147.32 
VONG Vanguard Russell 1000 Growth Fund
+1.02%
+$147,556.25 
GLD SPDR Gold Shares
+1.01%
+$4,570.71 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.98%
+$52,809 
VNO Vornado Realty Trust
+0.92%
+$2,895.91 
TRGP Targa Resources Corp.
+0.87%
+$2,511.47 
ETN Eaton Corporation plc
+0.83%
+$4,432.18 
HUBB Hubbell Inc.
+0.83%
+$7,807.45 
PHIN Phinia Inc.
+0.82%
+$1,980.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.8%
+$2,848.46 
IUSG iShares Core S&P U.S. Growth ETF
+0.8%
+$6,175.47 
INCY Incyte Corporation
+0.79%
+$3,242.33 
WSM Williams-Sonoma, Inc.
+0.75%
+$2,234.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$2,718.56 
KLAR Klarna Group Plc
+0.75%
+$2,333.94 
COCO The Vita Coco Company, Inc.
+0.73%
+$2,553.66 
F Ford Motor Company
+0.71%
+$1,184.2 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.68%
+$21,170.6 
VUG Vanguard Growth ETF
+0.67%
+$3,430.26 
RCL Royal Caribbean Group
+0.64%
+$3,830.88 
VLO Valero Energy Corporation
+0.62%
+$2,178.81 
AVNT Avient Corporation
+0.58%
+$1,828.47 
SABR Sabre Corporation
+0.58%
+$1,179.65 
SNPS Synopsys, Inc.
+0.55%
+$5,456.99 
EFA iShares MSCI EAFE ETF
+0.55%
+$2,350.32 
CVX Chevron Corporation
+0.53%
+$141,086.59 
AZN AstraZeneca PLC American Depositary Shares
+0.52%
+$68,358.82 
IWO iShares Russell 2000 Growth ETF
+0.51%
+$2,258.55 
VTWG Vanguard Russell 2000 Growth ETF
+0.48%
+$6,274.44 
DFAI Dimensional International Core Equity Market ETF
+0.47%
+$27,530.15 
WSO Watsco Inc.
+0.46%
+$1,073.15 
MRK Merck & Co., Inc.
+0.45%
+$2,857.2 
LZB La-Z-Boy Inc.
+0.45%
+$1,805.76 
ISBA Isabella Bank Corporation
+0.43%
+$1,086.64 
ATI ATI Inc.
+0.42%
+$10,474.61 
RRX Regal Rexnord Corporation
+0.42%
+$1,021.68 
VNT Vontier Corporation
+0.4%
+$1,038.24 
ET Energy Transfer L.P.
+0.39%
+$7,849.28 
GENI Genius Sports Ltd.
+0.37%
+$551.55 
USRT iShares Core U.S. REIT ETF
+0.36%
+$2,055.97 
IVV iShares Core S&P 500 ETF
+0.35%
+$3,289.51 
META Meta Platforms Inc Class A
+0.34%
+$38,206.54 
VONE Vanguard Russell 1000 ETF
+0.34%
+$33,625.21 
DD DuPont de Nemours, Inc.
+0.34%
+$681.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$5,302.26 
FRMI Fermi Inc.
+0.33%
+$764.68 
WFC Wells Fargo & Company
+0.32%
+$2,210.6 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$13,791.94 
VOO Vanguard S&P 500 ETF
+0.32%
+$100,279.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$5,511.95 
AJG Arthur J. Gallagher & Co.
+0.29%
+$964.03 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$3,906 
DFAU Dimensional US Core Equity Market ETF
+0.27%
+$852.6 
QCOM QUALCOMM Incorporated
+0.24%
+$24,280.4 
MSI Motorola Solutions, Inc.
+0.23%
+$1,299.84 
ARCC Ares Capital Corporation
+0.21%
+$5,542.04 
VO Vanguard Mid-Cap ETF
+0.2%
+$957.44 
KKR KKR & Co. Inc.
+0.17%
+$462.72 
EMLP First Trust North American Energy Infrastructure Fund
+0.16%
+$1,530.55 
PTEN Patterson-UTI Energy Inc.
+0.15%
+$196.84 
ALKS Alkermes plc
+0.14%
+$455.1 
PLD Prologis Inc.
+0.14%
+$11,481.75 
CI The Cigna Group
+0.13%
+$9,070.55 
HON Honeywell International Inc.
+0.13%
+$5,626.77 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.12%
+$2,051.94 
MDY SPDR S&P MidCap 400 ETF Trust
+0.12%
+$260.7 
VCR Vanguard Consumer Discretionary ETF
+0.12%
+$578.7 
BMY Bristol-Myers Squibb Company
+0.1%
+$431.94 
DFAS Dimensional U.S. Small Cap ETF
+0.1%
+$2,561.68 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.1%
+$936.84 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$755.72 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$3,271.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$232.89 
CR Crane NXT Co.
+0.08%
+$241.2 
PUMP ProPetro Holding Corp.
+0.08%
+$257.59 
IWN iShares Russell 2000 Value ETF
+0.07%
+$237.27 
GE General Electric Company
+0.07%
+$760.87 
WELL Welltower Inc.
+0.06%
+$200.9 
PCAR PACCAR Inc.
+0.06%
+$158.62 
AEG Aegon N.V.
+0.06%
+$67.29 
DLR Digital Realty Trust, Inc.
+0.04%
+$2,455.12 
PFE Pfizer Inc.
+0.04%
+$173.09 
IWR iShares Russell Mid-Cap ETF
+0.04%
+$290.36 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.03%
+$580.46 
LLY Eli Lilly and Company
+0.03%
+$1,839.97 
SLDE Slide Insurance Holdings, Inc.
+0.02%
+$1,377.53 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$165.13 
VIS Vanguard Industrials ETF
+0.02%
+$41.41 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.01%
+$224.95 
32050L105
0%
$0 
AHRT AMERICAN HEALTHCARE REIT INC
0%
$0 
ANGI Angi Inc. Class A Common Stock
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.02 
CWEN-A Clearway Energy, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FI
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
INR Infinity Natural Resources, Inc.
0%
$0 
PREF Principal Spectrum Preferred Securities Active ETF
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTWV Vanguard Russell 2000 Value Index Fund
0%
$0 
DHR Danaher Corporation
-14.53%
-$70,502.76 
VICR Vicor Corporation
-11.22%
-$56,376 
MSCI MSCI Inc.
-10.1%
-$960,056.12 
RPD Rapid7 Inc.
-7.78%
-$54,390.12 
NOC Northrop Grumman Corporation
-4.57%
-$574,082.08 
MCO Moody's Corporation
-3.68%
-$12,319.82 
CBZ CBIZ Inc.
-3.25%
-$10,295.2 
TMO Thermo Fisher Scientific Inc.
-3.09%
-$173,615 
GILD Gilead Sciences Inc.
-2.94%
-$7,283.38 
LMT Lockheed Martin Corporation
-2.89%
-$447,699.15 
Z Zillow Group Inc.
-2.73%
-$4,357.8 
TSCO Tractor Supply Company
-2.57%
-$59,139.6 
SHOP Shopify Inc.
-2.43%
-$5,419.01 
WDAY Workday Inc.
-2.34%
-$5,866.84 
WM Waste Management, Inc.
-2.32%
-$24,780.76 
ADBE Adobe Inc.
-2.11%
-$63,765.76 
SYK Stryker Corporation
-2.11%
-$9,475.21 
BSET Bassett Furniture Industries Inc.
-2.02%
-$5,610.21 
CNNE Cannae Holdings Inc.
-1.97%
-$8,674.48 
MDT Medtronic plc
-1.93%
-$310,829.82 
LDOS Leidos Holdings Inc.
-1.88%
-$2,950.68 
ZTS Zoetis Inc.
-1.86%
-$43,023.16 
ICE Intercontinental Exchange, Inc.
-1.79%
-$3,455.98 
VRSK Verisk Analytics Inc.
-1.74%
-$4,294.4 
INTU Intuit Inc.
-1.74%
-$51,407.35 
HD The Home Depot, Inc.
-1.74%
-$45,055.17 
CME CME Group Inc.
-1.72%
-$174,154.5 
PGR Progressive Corporation
-1.69%
-$6,497.7 
FIGS Figs Inc.
-1.61%
-$3,801.76 
UL Unilever PLC Sponsored American Depositary Receipt
-1.53%
-$9,018.35 
ECL Ecolab Inc.
-1.49%
-$3,160.08 
V Visa Inc. Class A
-1.48%
-$351,370.7 
CRH CRH plc
-1.43%
-$3,097.38 
YUM Yum! Brands, Inc.
-1.42%
-$29,709.35 
VEEV Veeva Systems Inc.
-1.42%
-$63,983.14 
SBAC SBA Communications Corporation
-1.42%
-$3,782.68 
NDAQ Nasdaq, Inc.
-1.4%
-$183,087.12 
MA Mastercard Incorporated
-1.38%
-$97,356.48 
BSX Boston Scientific Corporation
-1.37%
-$6,898.2 
CSX CSX Corporation
-1.37%
-$75,342.46 
UNP Union Pacific Corporation
-1.32%
-$15,155.31 
LOW Lowe's Companies Inc.
-1.3%
-$170,065.08 
MO Altria Group, Inc.
-1.3%
-$7,959.82 
CRM Salesforce Inc
-1.29%
-$61,681.23 
ADSK Autodesk, Inc.
-1.29%
-$2,742.56 
MELI MercadoLibre, Inc.
-1.22%
-$72,000.3 
ABT Abbott Laboratories
-1.22%
-$159,729.36 
PG Procter & Gamble Co
-1.2%
-$117,048.36 
KMB Kimberly-Clark Corporation
-1.2%
-$4,221.1 
GWW W.W. Grainger, Inc.
-1.19%
-$3,506.64 
LEG Leggett & Platt, Inc.
-1.17%
-$1,494.12 
AMT American Tower Corporation
-1.16%
-$280,863.5 
COF Capital One Financial Corporation
-1.16%
-$10,002.15 
AOS A. O. Smith Corporation
-1.16%
-$30,434.08 
CSL Carlisle Companies Inc.
-1.14%
-$2,412.3 
TGT Target Corporation
-1.14%
-$3,847.8 
KEY KeyCorp
-1.14%
-$2,749.64 
COTY Coty Inc.
-1.11%
-$1,458.6 
SPOT Spotify Technology S.A.
-1.09%
-$2,527.91 
T AT&T Inc.
-1.09%
-$7,919.28 
MCD McDonald's Corporation
-1.08%
-$8,907.95 
COST Costco Wholesale Corporation
-1.07%
-$148,701.85 
LNT Alliant Energy Corporation
-1.04%
-$2,251.48 
ADP Automatic Data Processing Inc.
-1.04%
-$14,373.6 
TJX The TJX Companies, Inc.
-1.03%
-$11,504 
LION Lionsgate Studios Corp.
-1.02%
-$3,176.46 
VZ Verizon Communications Inc.
-1.02%
-$38,017.68 
BUG Global X Cybersecurity ETF
-1.01%
-$4,418.16 
IOT Samsara Inc. Class A Common Stock
-1.01%
-$3,855.93 
TRV The Travelers Companies, Inc.
-1%
-$3,023.28 
RTX RTX Corporation
-0.99%
-$13,062.24 
ACN Accenture plc Class A
-0.98%
-$29,054.62 
BA Boeing Company
-0.97%
-$8,264.04 
WMT Walmart Inc.
-0.92%
-$61,221.29 
AEP American Electric Power Company, Inc.
-0.92%
-$4,278.01 
MNST Monster Beverage Corporation
-0.91%
-$3,658.35 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$41,095.56 
PAYX Paychex Inc.
-0.89%
-$3,574.08 
INFY Infosys Limited
-0.88%
-$2,080.9 
NSC Norfolk Southern Corporation
-0.88%
-$2,928.24 
SO The Southern Company
-0.87%
-$4,991.34 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$81,561.82 
RPM RPM International Inc.
-0.86%
-$2,666.55 
LIN Linde plc
-0.85%
-$6,313.11 
WMB The Williams Companies, Inc.
-0.85%
-$31,530.24 
CCI Crown Castle Inc.
-0.84%
-$39,970.92 
KO The Coca-Cola Company
-0.84%
-$3,074.64 
AMZN Amazon.com Inc
-0.81%
-$204,156.08 
UNM Unum Group
-0.81%
-$4,862.16 
ACIW ACI Worldwide, Inc.
-0.81%
-$2,958.26 
AXP American Express Company
-0.8%
-$2,669.49 
CPK Chesapeake Utilities Corporation
-0.78%
-$21,319.79 
WSFS WSFS Financial Corporation
-0.77%
-$1,964.81 
PEP PepsiCo, Inc.
-0.77%
-$137,650.52 
SBUX Starbucks Corporation
-0.74%
-$2,095.08 
O Realty Income Corporation
-0.73%
-$3,429.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.72%
-$2,870 
BKNG Booking Holdings Inc.
-0.71%
-$3,424 
ALGT Allegiant Travel Company
-0.71%
-$2,206.9 
CB Chubb Limited
-0.71%
-$122,938.63 
HSY The Hershey Company
-0.7%
-$1,241.46 
DE Deere & Company
-0.68%
-$5,500 
HOMB Home BancShares Inc.
-0.67%
-$1,906.91 
NTSK Netskope, Inc.
-0.67%
-$2,698.38 
GD General Dynamics Corporation
-0.66%
-$5,750.64 
BCC Boise Cascade Company
-0.66%
-$1,419.5 
PNQI Invesco NASDAQ Internet ETF
-0.63%
-$6,715.56 
OKE ONEOK, Inc.
-0.62%
-$2,518.58 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$34,559.55 
GOOGL Alphabet Inc
-0.62%
-$135,205.16 
KD Kyndryl Holdings Inc.
-0.61%
-$1,381.5 
PM Philip Morris International Inc.
-0.61%
-$7,772.31 
VRTX Vertex Pharmaceuticals Incorporated
-0.61%
-$2,066.1 
PEG Public Service Enterprise Group Incorporated
-0.59%
-$2,157.86 
MSFT Microsoft Corp.
-0.59%
-$312,479.31 
WTTR Select Water Solutions Inc.
-0.59%
-$2,088.96 
GOOG Alphabet Inc
-0.58%
-$48,258.24 
DUK Duke Energy Corporation
-0.58%
-$25,327.35 
VSTS Vestis Corporation
-0.56%
-$3,614.13 
SNAP Snap Inc.
-0.55%
-$254.8 
AAPL Apple Inc.
-0.54%
-$181,784.31 
AFL Aflac Inc.
-0.5%
-$2,838.12 
YUMC Yum China Holdings Inc.
-0.5%
-$1,535.6 
NEE NextEra Energy, Inc.
-0.5%
-$110,596.2 
MCK McKesson Corporation
-0.5%
-$7,411.92 
AON Aon plc
-0.49%
-$2,062.55 
ITW Illinois Tool Works Inc.
-0.48%
-$9,428.55 
MAR Marriott International Inc. - Class A
-0.48%
-$2,678.7 
PLTR Palantir Technologies Inc.
-0.47%
-$4,850 
AMGN Amgen Inc.
-0.45%
-$52,169.18 
MPLX MPLX LP
-0.43%
-$23,266.18 
UBER Uber Technologies, Inc.
-0.42%
-$902.7 
DIS The Walt Disney Company
-0.41%
-$1,426 
NOW ServiceNow, Inc.
-0.4%
-$23,120.16 
AMCR Amcor plc
-0.38%
-$1,245.09 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$65,343.96 
BWXT Bwx Technologies Inc.
-0.37%
-$845.18 
JNJ Johnson & Johnson
-0.37%
-$13,901.05 
CRWD CrowdStrike Holdings, Inc.
-0.37%
-$13,216.1 
SYY Sysco Corporation
-0.36%
-$989.13 
CMCSA Comcast Corp
-0.34%
-$48,988 
FTAI FTAI Aviation Ltd.
-0.34%
-$915.89 
CE Celanese Corporation
-0.33%
-$557.96 
EMR Emerson Electric Co.
-0.3%
-$1,857.71 
IWD iShares Russell 1000 Value ETF
-0.27%
-$638.88 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$1,185 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,981.8 
VONV Vanguard Russell 1000 Value Index Fund
-0.25%
-$37,720.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$13,604.27 
BAC Bank of America Corporation
-0.23%
-$2,764.02 
NVST Envista Holdings Corporation
-0.23%
-$476.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.23%
-$1,462.06 
RACE Ferrari N.V.
-0.21%
-$2,272.83 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$510.08 
FTNT Fortinet Inc.
-0.2%
-$17,248.08 
BLK BlackRock, Inc.
-0.19%
-$22,469.96 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$10,938.9 
IUSV iShares Core S&P U.S. Value ETF
-0.17%
-$862.6 
TIP iShares TIPS Bond ETF
-0.16%
-$1,533.94 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$438.24 
PANW Palo Alto Networks, Inc.
-0.15%
-$1,393.37 
HE Hawaiian Electric Industries Inc.
-0.15%
-$407.62 
MUB iShares National Muni Bond ETF
-0.15%
-$5,629.6 
NFLX Netflix, Inc.
-0.13%
-$884.07 
ROK Rockwell Automation, Inc.
-0.13%
-$382.2 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.12%
-$630.33 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$2,653.95 
D Dominion Energy, Inc.
-0.11%
-$614.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$249.21 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$526.75 
EPD Enterprise Products Partners L.P.
-0.09%
-$6,284.81 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$2,467 
IBM International Business Machines Corporation
-0.08%
-$422.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$2,933.2 
ANDE The Andersons, Inc.
-0.08%
-$315.6 
AMX América Móvil, S.A.B. de C.V.
-0.06%
-$145.8 
VREX Varex Imaging Corporation
-0.05%
-$87.18 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$1,541.84 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$1,491.18 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$1,726.23 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$250.64 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$232.26 
JPM JPMorgan Chase & Co.
-0.01%
-$3,625.75 
ABBV AbbVie Inc.
-0.01%
-$498.84 
VTV Vanguard Value ETF
-0.01%
-$15.22 Events
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Dividends
Dividend Analysis
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| Trades 4294 | Longs Won 2668/4294 62% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $204,738.75 | Best Trade (Jul 22) $49.35M | Sharpe Ratio -15.22 |
| Average Loss -$45,607.33 | Worst Trade (Jul 24) -$3.47M | Z-Score 0.29 (22.79%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 2d | Expectancy $109,937.17 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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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 - $11.78M, Apple Inc - $10.38M, NVIDIA Corporation - $5.67M, CrowdStrike Holdings, Inc - $5.17M, and Broadcom 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 - $794,426.97, 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 $61.03M earned over time. The largest contributors to dividend income include American Tower Corporation - $2.7M, Chevron Corporation - $2.4M, NextEra Energy, Inc - $1.96M, PepsiCo, Inc - $1.77M, and Comcast Corp - $1.77M. 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.
