|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fourthought Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 323060 |
| SEC # | 801-126759 |
| CIK # | 0001956790 |
| AUM | $1.6 B (2025-03-26) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Phone | 941-408-8557 |
| Address | 310 W Venice Avenue Venice, FL 34285 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001956790 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 57.7 | ||
| Broadcom Inc | 41.4 | ||
| Nvidia Corp | 31.6 | ||
| American Tower Corp /MA/ | 28.2 | ||
| J P Morgan Chase & Co | 21.5 | ||
| VISA Inc | 21.3 | ||
| Apple Inc | 21.3 | ||
| Chevron Corp | 19.0 | ||
| Amazon Com Inc | 17.7 | ||
| Abbott Laboratories | 16.8 | ||
| FPL Group Inc | 16.0 | ||
| Medtronic Holdings Ltd | 15.7 | ||
| Texas Instruments Inc | 15.5 | ||
| KLA Tencor Corp | 15.5 | ||
| PepsiCo Inc | 15.5 | ||
| Lockheed Martin Corp | 14.3 | ||
| Lowes Companies Inc | 13.8 | ||
| Alphabet Inc | 13.5 | ||
| Comcast Corp | 13.2 | ||
| Costco Wholesale Corp /NEW | 13.0 | ||
| Northrop Grumman Corp /DE/ | 12.4 | ||
| Ace Ltd | 11.9 | ||
| Air Products & Chemicals Inc /DE/ | 11.8 | ||
| Nasdaq OMX Group Inc | 11.7 | ||
| Cisco Systems Inc | 11.6 | ||
| ASML Holding NV | 11.5 | ||
| BlackRock Inc | 11.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 11.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 177.6 |
| (b) Individuals (high net worth individuals) | 368 | 1,224.0 |
| (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 | 10 | 4.4 |
| (h) Charitable organizations | 4 | 12.6 |
| (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 | 19 | 170.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,882 | 1,589.6 |
| By Discretionary | ||
| Discretionary | 3,882 | 1,589.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,882 | 1,589.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,589.6 | |
| Total | 3,882 | 1,589.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001956790] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.6 |
|
Promus Capital LLC
✚
|
IL | 1.6 |
|
Castle Rock Advisors LLC
✚
|
MA | 1.6 |
|
Guidestone Advisors LLC
✚
|
TX | 1.6 |
|
City National Securities Inc
✚
|
CA | 1.6 |
|
Cullinan Associates Inc
✚
|
KY | 1.6 |
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Ethos Financial Group LLC
✚
|
PA | 1.6 |
|
Wealthplan Investment Management LLC
✚
|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
✚
|
WI | 1.6 |