FourThought Financial Partners, LLC - Portfolio overview

FourThought Financial Partners, LLC has 585 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP COM, 4.00%
2. AVGO - BROADCOM INC COM, 3.80%
3. NVDA - NVIDIA CORPORATION COM, 2.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.