4A

4WEALTH ADVISORS, INC.

13F
4WEALTH ADVISORS, INC.
Last update 2025-05-05 125 Stocks (10 new)
Value $92.00 Mil Turnover 12 %
Countries:
Top Holdings: MPRO(4.59%)JEPI(4.13%)VGSH(3.02%)GOVT(2.78%)VCIT(2.75%)
Summary Stock Picks Current Portfolio
4WEALTH ADVISORS, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MPRO
Monarch ProCap Index ETF
145,944
4,214.9
-2.05%
4.590
-0.09%
1.810
+6.30%
+4.39%
250.0
 
JEPI
JPMorgan Equity Premium Income ETF
66,400
3,794.1
+6.15%
4.130
+0.24%
0.010
+8.71%
+3.46%
41,037.7
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
47,254
2,773.4
+6.65%
3.020
+0.19%
0.010
+0.75%
+2.72%
22,524.1
 
GOVT
iShares U.S. Treasury Bond ETF
111,182
2,555.5
-3.42%
2.780
-0.09%
0.010
+0.43%
+0.56%
27,307.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
30,833
2,520.9
+15.71%
2.750
+0.37%
0.000
+3.07%
+4.86%
53,338.9
 
AAPL
Apple Inc
11,241
2,497.0
-1.40%
2.720
-0.04%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
47,463
2,457.7
+7.95%
2.680
+0.20%
0.010
+15.94%
+2.97%
25,337.9
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
27,697
2,186.4
+5.26%
2.380
+0.12%
0.010
+1.88%
+3.77%
35,004.9
 
NVDA
NVIDIA Corp
19,768
2,142.5
+14.49%
2.330
+0.29%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
SGOV
iShares 0-3 Month Treasury Bond ETF
18,850
1,897.7
-6.52%
2.070
-0.13%
0.000
+1.06%
+2.35%
51,002.5
 

4WEALTH ADVISORS, INC.'s Historical Top Holdings Breakdowns

4WEALTH ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-1.20%
●
95.85 ($97.76) 99.25
$98.11
0.36%
Reduce -75.47%
4,013
-12,349
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-1.10%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Reduce -78.86%
3,236
-12,074
CLMB
Climb Global Solutions Inc
2025-03-31
Sold Out
Sold Out
-0.75%
●
109.02 ($123.49) 136.58
$100.88
-18.31%
Sold Out
0
-5,904
WWW
Wolverine World Wide Inc
2025-03-31
Sold Out
Sold Out
-0.73%
●
13.28 ($18.25) 23.98
$20.42
11.89%
Sold Out
0
-32,950
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Sold Out
Sold Out
-0.65%
●
56.51 ($60.25) 62.98
$67.17
11.49%
Sold Out
0
-11,381
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.64%
●
85.29 ($89.02) 92.57
$85.24
-4.25%
Add 45.64%
20,697
6,486
DG
Dollar General Corp
2025-03-31
New Buy
New Buy
+0.63%
●
68.44 ($75.71) 87.93
$110.09
45.41%
New holding
6,535
6,535
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.63%
●
50.48 ($50.78) 51.04
$50.65
-0.26%
Add 60.86%
30,252
11,445
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.60%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 180.07%
1,672
1,075
CVX
Chevron Corp
2025-03-31
Add
Add
+0.59%
●
146.71 ($156.54) 167.97
$150.04
-4.15%
Add 108%
6,215
3,227

4WEALTH ADVISORS, INC. Total Holding History ($B)

To

4WEALTH ADVISORS, INC.'s Asset Allocation

To

4WEALTH ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

4WEALTH ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

4WEALTH ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

4WEALTH ADVISORS, INC.'s Holdings Heat Map

Size field:

4WEALTH ADVISORS, INC.'s Holdings Bubble Chart

4WEALTH ADVISORS, INC. News

  • 1

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