4WEALTH ADVISORS, INC.
Q1 2025 13F Holdings
- Locationburr ridge, IL
- Num holdings
125
- Value ($000)
$91,762
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $4.21 M | 5 % | 145,944 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.79 M | 4 % | 66,400 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $2.77 M | 3 % | 47,254 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $2.56 M | 3 % | 111,182 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.52 M | 3 % | 30,833 | ||
AAPL APPLE INC | COM | 037833100 | $2.50 M | 3 % | 11,241 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $2.46 M | 3 % | 47,463 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.19 M | 2 % | 27,697 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.14 M | 2 % | 19,768 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $1.90 M | 2 % | 18,850 |
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