4WEALTH ADVISORS, INC.
RIA/Wealth
4WEALTH ADVISORS, INC. is a RIA/Wealth based in Burr Ridge, IL led by Peter Dominic Recchia, reporting $246.9M in AUM as of Q3 2025 with 49% ETF concentration.
PresidentPeter Dominic Recchia
- Portfolio Value
- $108.2M
- Positions
- 133
- Top Holding
- JEPI at 4.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 4WEALTH ADVISORS, INC.'s portfolio (29.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $4.4M | 4.07% | +$591.8K Bought | — 77.1K shares | |
ETF ETF | $4.3M | 3.99% | -$261.9K Sold | — 141.3K shares | |
Semiconductors Technology | $3.6M | 3.32% | -$153.9K Sold | 0.00% 19.3K shares | |
ETF ETF | $3.1M | 2.88% | +$246.4K Bought | — 52.9K shares | |
ETF ETF | $3.1M | 2.82% | +$298.0K Bought | — 53.0K shares | |
Consumer Electronics Technology | $3.0M | 2.73% | +$145.9K Bought | 0.00% 11.6K shares | |
ETF ETF | $2.8M | 2.58% | +$137.3K Bought | — 33.2K shares | |
ETF ETF | $2.5M | 2.28% | +$183.9K Bought | — 30.8K shares | |
Software - Infrastructure Technology | $2.5M | 2.27% | +$177.7K Bought | 0.00% 4.7K shares | |
ETF ETF | $2.4M | 2.22% | -$122.3K Sold | — 103.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 4WEALTH ADVISORS, INC.'s latest filing
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Market Value
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for 4WEALTH ADVISORS, INC.
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