4WEALTH ADVISORS, INC. Portfolio Holdings
Q3 2025•133 long positions•$108.2M portfolio value
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Holding141 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $4.4M 4.07% | +$591.8K Bought | — 77.1K shares | 66.7K → 77.1K +$591.8K | +15.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.99% | -$261.9K Sold | — 141.3K shares | 149.9K → 141.3K −$261.9K | -5.73% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.6M 3.32% | -$153.9K Sold | 0.0% 19.3K shares | 20.1K → 19.3K −$153.9K | -4.11% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 2.88% | +$246.4K Bought | — 52.9K shares | 48.7K → 52.9K +$246.4K | +8.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 2.82% | +$298.0K Bought | — 53.0K shares | 47.9K → 53.0K +$298.0K | +10.82% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.0M 2.73% | +$145.9K Bought | 0.0% 11.6K shares | 11.0K → 11.6K +$145.9K | +5.2% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.58% | +$137.3K Bought | — 33.2K shares | 31.5K → 33.2K +$137.3K | +5.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 2.28% | +$183.9K Bought | — 30.8K shares | 28.5K → 30.8K +$183.9K | +8.07% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.5M 2.27% | +$177.7K Bought | 0.0% 4.7K shares | 4.4K → 4.7K +$177.7K | +7.8% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 2.22% | -$122.3K Sold | — 103.8K shares | 109.1K → 103.8K −$122.3K | -4.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.78% | +$707.3K Bought | — 3.1K shares | 2.0K → 3.1K +$707.3K | +58.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.7% | -$74.3K Sold | — 18.2K shares | 19.0K → 18.2K −$74.3K | -3.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.64% | +$209.1K Bought | — 19.9K shares | 17.5K → 19.9K +$209.1K | +13.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.62% | +$92.0K Bought | — 34.6K shares | 32.8K → 34.6K +$92.0K | +5.53% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.7M 1.56% | +$38.2K Bought | 0.0% 9.1K shares | 8.9K → 9.1K +$38.2K | +2.31% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.53% | -$58.2K Sold | — 16.1K shares | 16.7K → 16.1K −$58.2K | -3.39% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.6M 1.44% | +$54.9K Bought | 0.0% 7.1K shares | 6.8K → 7.1K +$54.9K | +3.65% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.5M 1.41% | +$147.6K Bought | 0.0% 6.3K shares | 5.7K → 6.3K +$147.6K | +10.71% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.4M 1.27% | +$49.2K Bought | 0.0% 13.3K shares | 12.9K → 13.3K +$49.2K | +3.71% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.23% | +$60.1K Bought | — 2.2K shares | 2.1K → 2.2K +$60.1K | +4.72% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.3M 1.21% | -$29.4K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$29.4K | -2.19% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.3M 1.19% | -$13.2K Sold | 0.0% 1.8K shares | 1.8K → 1.8K −$13.2K | -1.01% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.3M 1.19% | -$1.4K Sold | 0.0% 3.8K shares | 3.8K → 3.8K −$1.4K | -0.11% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $1.2M 1.14% | +$219.7K Bought | 0.0% 2.4K shares | 2.0K → 2.4K +$219.7K | +21.72% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 1.13% | -$29.1K Sold | — 8.8K shares | 9.0K → 8.8K −$29.1K | -2.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 1.0% | +$400.1K Bought | — 13.9K shares | 8.8K → 13.9K +$400.1K | +58.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 1.0% | +$42.1K Bought | — 22.5K shares | 21.6K → 22.5K +$42.1K | +4.05% | — — | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $1.0M 0.949% | +$52.3K Bought | 0.0% 3.4K shares | 3.2K → 3.4K +$52.3K | +5.36% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.933% | -$165.6K Sold | — 13.2K shares | 15.4K → 13.2K −$165.6K | -14.09% | — — | Q4 2024 Held for 11 months | |
Steel Basic Materials | $937.4K 0.867% | +$13.6K Bought | 0.016% 76.8K shares | 75.7K → 76.8K +$13.6K | +1.48% | $6.0B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $907.3K 0.839% | +$7.7K Bought | 0.003% 20.4K shares | 20.2K → 20.4K +$7.7K | +0.85% | $29.5B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $874.4K 0.808% | -$5.8K Sold | 0.001% 26.1K shares | 26.2K → 26.1K −$5.8K | -0.66% | $159.60B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $855.9K 0.791% | +$132.3K Bought | — 9.6K shares | 8.1K → 9.6K +$132.3K | +18.29% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $853.7K 0.789% | +$10.8K Bought | 0.001% 4.2K shares | 4.1K → 4.2K +$10.8K | +1.29% | $163.10B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $840.7K 0.777% | +$29.5K Bought | — 2.8K shares | 2.7K → 2.8K +$29.5K | +3.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $821.9K 0.76% | -$67.9K Sold | — 5.3K shares | 5.8K → 5.3K −$67.9K | -7.63% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $797.1K 0.737% | +$50.9K Bought | 0.0% 4.8K shares | 4.5K → 4.8K +$50.9K | +6.82% | $179.50B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $796.2K 0.736% | -$24.9K Sold | — 1.7K shares | 1.7K → 1.7K −$24.9K | -3.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $786.0K 0.727% | -$21.2K Sold | — 7.5K shares | 7.7K → 7.5K −$21.2K | -2.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $768.6K 0.711% | +$49.0K Bought | — 8.7K shares | 8.1K → 8.7K +$49.0K | +6.81% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $752.3K 0.696% | +$61.4K Bought | 0.0% 3.2K shares | 3.0K → 3.2K +$61.4K | +8.88% | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $748.4K 0.692% | -$55.5K Sold | 0.0% 4.6K shares | 5.0K → 4.6K −$55.5K | -6.9% | $262.56B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $747.1K 0.691% | +$121.5K Bought | 0.0% 1.8K shares | 1.5K → 1.8K +$121.5K | +19.43% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $740.0K 0.684% | +$88.3K Bought | 0.0% 2.6K shares | 2.3K → 2.6K +$88.3K | +13.55% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $738.2K 0.683% | +$456.6K Bought | 0.003% 4.1K shares | 1.6K → 4.1K +$456.6K | +162.1% | $21.1B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $717.4K 0.663% | +$5.7K Bought | 0.0% 2.3K shares | 2.3K → 2.3K +$5.7K | +0.8% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $716.0K 0.662% | +$422.0K Bought | 0.002% 8.0K shares | 3.3K → 8.0K +$422.0K | +143.58% | $40.8B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $710.1K 0.657% | -$611.6 Sold | — 9.3K shares | 9.3K → 9.3K −$611.6 | -0.09% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $708.5K 0.655% | — | 0.003% 1.3K shares | — | — | $20.5B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $707.1K 0.654% | -$5.4K Sold | 0.0% 5.3K shares | 5.3K → 5.3K −$5.4K | -0.75% | $233.12B Mega Cap | Q4 2024 Held for 11 months |
