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| Fourthought Financial Partners LLC
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|
|---|---|
| CRD # | 323060 |
| SEC # | 801-126759 |
| CIK # | 0001956790 |
| AUM | $1.1 BB (2023-03-30) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 941-408-8557 |
| Address | 310 W Venice Avenue Venice, FL 34285 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 32.1 | |
| AAPL | 2,382,844.0 | 31.9 | |
| LMT | 111,953.9 | 16.4 | |
| NEE | 150,166.4 | 14.7 | |
| PEP | 226,773.9 | 14.0 | |
| AMT | 117,747.1 | 13.5 | |
| ABT | 187,298.3 | 13.3 | |
| V | 419,260.5 | 13.2 | |
| TXN | 142,156.2 | 12.6 | |
| AVGO | 201,282.9 | 11.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 116.6 |
| (b) Individuals (high net worth individuals) | 373 | 816.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 4 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 134.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,097 | 1,071.3 |
| By Discretionary | ||
| Discretionary | 3,097 | 1,071.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,097 | 1,071.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,071.3 | |
| Total | 3,097 | 1,071.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001956790] |
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