4WEALTH ADVISORS, INC.
Q4 2024 13F Holdings
- Locationburr ridge, IL
- Num holdings
143
- Value ($000)
$99,837
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002056676
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $4.26M | 4 % | 148,991 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.60M | 4 % | 62,551 | ||
AAPL APPLE INC | COM | 037833100 | $2.86M | 3 % | 11,401 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $2.65M | 3 % | 115,124 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $2.58M | 3 % | 44,306 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $2.48M | 3 % | 43,966 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.32M | 2 % | 17,266 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.14M | 2 % | 26,647 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.05M | 2 % | 26,313 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $2.02M | 2 % | 20,165 |
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