4WEALTH ADVISORS, INC. Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$117.2M
Holdings
142
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NEENEXTERA ENERGY INC | 4,595 | $368K | 0.31% | |
| 102 | GDGENERAL DYNAMICS CORP | 1,093 | $367K | 0.31% | |
| 103 | SOSOUTHERN CO | 4,197 | $366K | 0.31% | |
| 104 | OSBCOLD SECOND BANCORP INC ILL | 18,650 | $363K | 0.31% | |
| 105 | COOCOOPER COS INC | 4,439 | $363K | 0.31% | |
| 106 | CAVACAVA GROUP INC | 6,094 | $357K | 0.30% | |
| 107 | HASHASBRO INC | 4,288 | $351K | 0.30% | |
| 108 | VMCVULCAN MATLS CO | 1,222 | $348K | 0.30% | |
| 109 | UNHUNITEDHEALTH GROUP INC | 1,047 | $345K | 0.29% | |
| 110 | IJRISHARES TR | 2,839 | $341K | 0.29% | |
| 111 | CEGCONSTELLATION ENERGY CORP | 966 | $341K | 0.29% | |
| 112 | SPIBSPDR SERIES TRUST | 9,981 | $337K | 0.29% | |
| 113 | ELFE L F BEAUTY INC | 4,435 | $337K | 0.29% | |
| 114 | CCLCARNIVAL CORP | 10,974 | $335K | 0.29% | |
| 115 | UNPUNION PAC CORP | 1,449 | $335K | 0.29% | |
| 116 | RPVINVESCO EXCHANGE TRADED FD T | 3,163 | $326K | 0.28% | |
| 117 | IJHISHARES TR | 4,709 | $310K | 0.26% | |
| 118 | DISDISNEY WALT CO | 2,730 | $310K | 0.26% | |
| 119 | PSAPUBLIC STORAGE OPER CO | 1,170 | $303K | 0.26% | |
| 120 | GQ9SPDR GOLD TR | 767 | $303K | 0.26% | Put |
| 121 | VEUVANGUARD INTL EQUITY INDEX F | 4,086 | $300K | 0.26% | |
| 122 | WFCWELLS FARGO CO NEW | 3,140 | $292K | 0.25% | |
| 123 | COSTCOSTCO WHSL CORP NEW | 313 | $269K | 0.23% | |
| 124 | TAT&T INC | 10,691 | $265K | 0.23% | |
| 125 | IVVISHARES TR | 377 | $258K | 0.22% | |
| 126 | BACBANK AMERICA CORP | 4,678 | $257K | 0.22% | |
| 127 | DONSPDR DOW JONES INDL AVERAGE | 513 | $246K | 0.21% | |
| 128 | CGGRCAPITAL GROUP GROWTH ETF | 5,474 | $243K | 0.21% | |
| 129 | DWMWISDOMTREE TR | 3,354 | $230K | 0.20% | |
| 130 | VBRVANGUARD INDEX FDS | 1,070 | $226K | 0.19% | |
| 131 | METLSPROTT FDS TR | 8,839 | $223K | 0.19% | |
| 132 | ADBEADOBE INC | 637 | $222K | 0.19% | |
| 133 | SLYGSPDR SERIES TRUST | 2,319 | $218K | 0.19% | |
| 134 | SPTSSPDR SERIES TRUST | 7,318 | $214K | 0.18% | |
| 135 | BMRNBIOMARIN PHARMACEUTICAL INC | 3,567 | $211K | 0.18% | |
| 136 | KOCOCA COLA CO | 2,948 | $206K | 0.18% | |
| 137 | CGDGCAPITAL GROUP DIVIDEND VALUE | 4,612 | $201K | 0.17% | |
| 138 | BTXBLACKROCK TECH AND PRIVATE E | 11,021 | $72K | 0.06% | |
| 139 | BORRBORR DRILLING LTD | 12,936 | $52K | 0.04% | |
| 140 | FLNTFLUENT INC | 17,502 | $42K | 0.04% | |
| 141 | RMCFROCKY MTN CHOCOLATE FACTORY | 19,860 | $37K | 0.03% | |
| 142 | RCTREDCLOUD HLDGS PLC | 12,425 | $18K | 0.02% |
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