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Home > Institutional Investor > Fourthought Financial Partners, Llc > Profile

Instuitional Investor - Fourthought Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Fourthought Financial Partners, Llc
Portfolio Value $962,718,536
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 108,627 $45,786,650 4.75%
2.
Broadcom Inc.
 AVGO 152,944 $35,458,712 3.68%
3.
Apple Inc.
 AAPL 136,017 $34,061,411 3.53%
4.
Vanguard Scottsdale Funds
 352,165 $28,613,406 2.97%
5.
Nvidia Corp
 NVDA 178,247 $23,936,908 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)