Top 50 Fourthought Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.48% | 219.4K | $30K | new | โ | 2022-09-30 | |
| MSFT | MICROSOFT CORP COM | 3.67% | 106.5K | $25K | new | โ | 2022-09-30 | |
| NEE | NEXTERA ENERGY INC COM | 2.21% | 190.7K | $15K | new | โ | 2022-09-30 | |
| LMT | LOCKHEED MARTIN CORP COM | 2.17% | 38.1K | $15K | new | โ | 2022-09-30 | |
| AMT | AMERICAN TOWER CORP NEW COM | 1.92% | 60.4K | $13K | new | โ | 2022-09-30 | |
| PEP | PEPSICO INC COM | 1.86% | 77.1K | $13K | new | โ | 2022-09-30 | |
| ABT | ABBOTT LABS COM | 1.85% | 129.6K | $13K | new | โ | 2022-09-30 | |
| BLK | BLACKROCK INC COM | 1.75% | 21.5K | $12K | new | โ | 2022-09-30 | |
| JNJ | JOHNSON & JOHNSON COM | 1.69% | 70.2K | $11K | new | โ | 2022-09-30 | |
| HD | HOME DEPOT INC COM | 1.6% | 39.2K | $11K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Fourthought Financial, Llc reports $676.72K in US-listed equity holdings across 1,553 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.5%), MSFT (3.7%) and NEE (2.2%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Fourthought Financial, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1865966). View Fourthought Financial, Llcโs 13F filings on SEC