FourThought Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$843M
Signature - Title
Kevin Kim - Compliance Consultant
Location
Venice, FL
Summary
This page shows a list of all the recent 13F filings made by FourThought Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FourThought Financial Partners, LLC reported 174 stock holdings with total value $843M as of Q3 2024. Top holdings included MSFT, AAPL, NEE, AMT, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 174 $843M +$76.1M -$38M +$38.1M MSFT, AAPL, NEE, AMT, AVGO 13F-HR 11/13/2024, 01:13 PM
Q2 2024 178 $777M +$60.1M -$158M -$98.1M MSFT, AAPL, AVGO, NEE, AMT 13F-HR 8/13/2024, 03:28 PM
Q1 2024 329 $873M +$62.1M -$45.3M +$16.8M MSFT, AAPL, AVGO, NEE, LRCX 13F-HR 5/14/2024, 08:27 AM
Q4 2023 325 $797M +$27.7M -$31.1M -$3.4M MSFT, AAPL, AMT, AVGO, LRCX Restatement 2/13/2024, 12:58 PM
Q3 2023 311 $716M +$29.4M -$42.9M -$13.5M MSFT, AAPL, AMT, AVGO, LMT 13F-HR 11/13/2023, 11:32 AM
Q2 2023 330 $761M +$31.8M -$41.9M -$10.1M MSFT, AAPL, LMT, AVGO, ABT 13F-HR 8/11/2023, 08:56 AM
Q1 2023 324 $729M +$37.1M -$39.3M -$2.21M MSFT, AAPL, LMT, NEE, PEP 13F-HR 5/4/2023, 12:51 PM
Q4 2022 328 $690M $0 $0 AAPL, MSFT, LMT, NEE, BLK 13F-HR 2/7/2023, 12:37 PM