4WEALTH ADVISORS, INC. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$98.4B
Holdings
129
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SMCISUPER MICRO COMPUTER INC | 6,282 | $307.9M | 0.31% | |
| 102 | NEENEXTERA ENERGY INC | 4,398 | $305.3M | 0.31% | |
| 103 | VMCVULCAN MATLS CO | 1,167 | $304.3M | 0.31% | |
| 104 | BILSPDR SERIES TRUST | 3,315 | $304.1M | 0.31% | |
| 105 | COPCONOCOPHILLIPS | 3,366 | $302.0M | 0.31% | |
| 106 | HASHASBRO INC | 4,052 | $299.1M | 0.30% | |
| 107 | SPGSIMON PPTY GROUP INC NEW | 1,847 | $296.9M | 0.30% | |
| 108 | PSAPUBLIC STORAGE OPER CO | 1,009 | $296.1M | 0.30% | |
| 109 | ULTAULTA BEAUTY INC | 611 | $285.8M | 0.29% | |
| 110 | ANAUTONATION INC | 1,438 | $285.7M | 0.29% | |
| 111 | COOCOOPER COS INC | 3,872 | $275.5M | 0.28% | |
| 112 | VITLVITAL FARMS INC | 7,042 | $271.3M | 0.28% | |
| 113 | CASYCASEYS GEN STORES INC | 531 | $271.2M | 0.28% | |
| 114 | HSYHERSHEY CO | 1,572 | $260.8M | 0.26% | |
| 115 | GQ9SPDR GOLD TR | 797 | $242.9M | 0.25% | Put |
| 116 | IBITISHARES BITCOIN TRUST ETF | 3,929 | $240.5M | 0.24% | |
| 117 | IJRISHARES TR | 2,162 | $236.2M | 0.24% | |
| 118 | IVVISHARES TR | 376 | $233.7M | 0.24% | |
| 119 | BACBANK AMERICA CORP | 4,675 | $221.2M | 0.22% | |
| 120 | DWMWISDOMTREE TR | 3,444 | $218.9M | 0.22% | |
| 121 | IJHISHARES TR | 3,464 | $214.9M | 0.22% | |
| 122 | SLYGSPDR SERIES TRUST | 2,335 | $207.2M | 0.21% | |
| 123 | KOCOCA COLA CO | 2,880 | $203.8M | 0.21% | |
| 124 | VEUVANGUARD INTL EQUITY INDEX F | 3,030 | $203.7M | 0.21% | |
| 125 | SPXS1EURDIREXION SHS ETF TR | 20,000 | $93.8M | 0.10% | |
| 126 | BTXBLACKROCK TECH AND PRIVATE E | 11,021 | $80.9M | 0.08% | |
| 127 | FLNTFLUENT INC | 18,786 | $37.6M | 0.04% | |
| 128 | BORRBORR DRILLING LTD | 12,110 | $22.2M | 0.02% | |
| 129 | RMCFROCKY MTN CHOCOLATE FACTORY | 14,215 | $20.3M | 0.02% |
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