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Asset Manager ← All Institutions

4WEALTH ADVISORS, INC.

745 MCCLINTOCK DRIVE SUITE 150, BURR RIDGE, IL 60527-6490 • 708-695-5300

Q4 2025 · Filed 2026-01-21
Market Value
$115M
+6.7%
Holdings
141
+5
New Purchases
12
Added To
81
Closed
3
Reduced
41
Top 10 Concentration
27.8%
Turnover
10.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PULS 1.70% 0.00% +1.70% $2M
DOW 0.44% 0.00% +0.44% $506K
BA 0.91% 0.54% +0.37% $1M
SPDN 0.37% 0.00% +0.37% $421K
PPI 0.83% 0.49% +0.34% $957K
ELF 0.29% 0.00% +0.29% $337K
RPV 0.29% 0.00% +0.29% $327K
SLV 0.27% 0.00% +0.27% $310K
CEF 0.68% 0.42% +0.26% $781K
WFC 0.26% 0.00% +0.26% $293K
BIL 0.54% 0.30% +0.24% $625K
IXUS 0.71% 0.49% +0.22% $808K
GT 0.73% 0.52% +0.21% $838K
VBR 0.20% 0.00% +0.20% $227K
METL 0.19% 0.00% +0.19% $223K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FAST 0.00% 0.60% -0.60% $0
STNG 0.00% 0.46% -0.46% $0
INTC 0.36% 0.81% -0.46% $411K
NOBL 1.11% 1.54% -0.43% $1M
CLF 0.54% 0.87% -0.33% $619K
F-PD 0.00% 0.31% -0.31% $0
AMAT 0.49% 0.79% -0.31% $560K
OSBC 0.32% 0.54% -0.22% $364K
TGT 0.44% 0.67% -0.22% $509K
AAPL 2.53% 2.75% -0.22% $3M
JEPI 3.89% 4.10% -0.21% $4M
MPRO 3.81% 4.01% -0.20% $4M
VGSH 2.70% 2.90% -0.20% $3M
TSLA 1.03% 1.22% -0.19% $1M
GOVT 2.04% 2.23% -0.19% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 62.3%
Technology 11.5%
Consumer Cyclical 5.9%
Healthcare 4.4%
Consumer Defensive 4.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $42M 36.5%
Large Cap 73 $58M 50.4%
Mid Cap 9 $4M 3.5%
Small Cap 8 $4M 3.6%
Micro Cap 7 $7M 6.0%

Portfolio Analytics

Avg Market Cap
$378.2B
Median Market Cap
$68.2B
Avg P/E
35.7
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
80
# ETFs / Funds
61

Top Holdings (141 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JEPI 3.89% 77,896 $4M $57.24 $56K +785 +1.0%
2 MPRO 3.81% 142,457 $4M $30.67 $58K +1,145 +0.8%
3 NVDA 3.27% 20,120 $4M $186.50 $160K +866 +4.5%
4 JEPQ 2.70% 53,300 $3M $58.12 $47K +256 +0.5%
5 VGSH 2.70% 52,679 $3M $58.73 -$18K -206 -0.4%
6 AAPL 2.53% 10,671 $3M $271.86 -$51K -922 -8.0%
7 VCIT 2.42% 33,147 $3M $83.75 -$14K -31 -0.1%
8 MSFT 2.28% 5,404 $3M $483.65 $158K +663 +14.0%
9 VCSH 2.17% 31,239 $2M $79.73 $27K +420 +1.4%
10 GOVT 2.04% 101,738 $2M $23.02 -$57K -2,027 -1.9%
11 VOO 1.75% 3,190 $2M $627.18 $77K +49 +1.6%
12 PULS 1.70% 39,302 $2M $49.59 +39,302 NEW
13 JNJ 1.61% 8,902 $2M $206.95 $153K -209 -2.3%
14 SGOV 1.59% 18,180 $2M $100.38 -$10K -39 -0.2%
15 TLT 1.56% 20,475 $2M $87.16 $8K +600 +3.0%
16 JAAA 1.55% 35,165 $2M $50.58 $22K +580 +1.7%
17 AMZN 1.50% 7,436 $2M $230.82 $159K +343 +4.8%
18 WMT 1.36% 14,020 $2M $111.41 $188K +685 +5.1%
19 GOOG 1.34% 4,899 $2M $313.83 $12K -1,365 -21.8%
20 V 1.21% 3,961 $1M $350.75 $106K +201 +5.3%
21 META 1.21% 2,103 $1M $660.03 $97K +345 +19.6%
22 QQQ 1.13% 2,101 $1M $614.17 -$42K -118 -5.3%
23 NOBL 1.11% 12,245 $1M $104.07 -$384K -3,842 -23.9%
24 BRK-B 1.10% 2,515 $1M $502.55 $33K +66 +2.7%
25 XLV 1.06% 7,874 $1M $154.80 -$8K -939 -10.7%
26 TSLA 1.03% 2,613 $1M $449.72 -$136K -335 -11.4%
27 JBBB 0.99% 23,727 $1M $47.70 $49K +1,247 +5.5%
28 SPLG 0.99% 14,101 $1M $80.22 $45K +240 +1.7%
29 MCD 0.93% 3,477 $1M $305.66 $36K +99 +2.9%
30 GDX 0.92% 12,325 $1M $85.77 $47K -890 -6.7%
31 BA 0.91% 4,804 $1M $217.12 $468K +2,139 +80.3%
32 FITB 0.84% 20,554 $962K $46.81 $55K +188 +0.9%
33 PPI 0.83% 51,373 $957K $18.63 $425K +22,348 +77.0%
34 VBK 0.83% 3,147 $951K $302.07 $110K +322 +11.4%
35 LULU 0.77% 4,244 $882K $207.81 $144K +95 +2.3%
36 GOOGL 0.77% 2,808 $879K $313.01 $206K +40 +1.4%
37 QCOM 0.74% 4,973 $851K $171.04 $53K +181 +3.8%
38 GT 0.73% 95,685 $838K $8.76 $282K +21,273 +28.6%
39 VUG 0.72% 1,701 $830K $487.84 $34K +41 +2.5%
40 SLYV 0.72% 9,049 $823K $90.97 $55K +379 +4.4%
41 GLDM 0.71% 9,573 $817K $85.37 $107K +285 +3.1%
42 IXUS 0.71% 9,548 $808K $84.64 $282K +3,171 +49.7%
43 SPYG 0.70% 7,480 $798K $106.69 $12K -41 -0.6%
44 CEF 0.68% 17,050 $781K $45.80 $330K +4,750 +38.6%
45 IBM 0.68% 2,632 $780K $296.25 $40K +9 +0.3%
46 PEP 0.65% 5,196 $746K $143.52 $59K +307 +6.3%
47 AMD 0.65% 3,477 $745K $214.16 -$4K -1,149 -24.8%
48 XLI 0.65% 4,800 $745K $155.12 -$77K -529 -9.9%
49 JPM 0.64% 2,293 $739K $322.22 $21K +19 +0.8%
50 CW 0.63% 1,305 $719K $551.28 $11K
51 LLY 0.63% 669 $719K $1,075.28 $201K -10 -1.5%
52 ABT 0.63% 5,722 $717K $125.30 $10K +443 +8.4%
53 XLE 0.62% 15,975 $714K $44.71 -$142K +6,395 +66.8%
54 ABBV 0.62% 3,125 $714K $228.48 -$38K -124 -3.8%
55 FVD 0.62% 15,423 $711K $46.08 $37K +855 +5.9%
56 SPYV 0.62% 12,455 $708K $56.81 $19K +3 +0.0%
57 AVGO 0.62% 2,038 $705K $346.07 $35K +5 +0.2%
58 HD 0.60% 2,011 $692K $344.02 -$55K +167 +9.1%
59 TUA 0.56% 29,557 $647K $21.90 -$17K -816 -2.7%
60 INTU 0.56% 974 $645K $662.22 $19K +57 +6.2%
61 BIL 0.54% 6,836 $625K $91.38 $302K +3,318 +94.3%
62 CLF 0.54% 46,583 $619K $13.28 -$319K -30,251 -39.4%
63 PG 0.53% 4,264 $611K $143.31 $20K +419 +10.9%
64 CSCO 0.52% 7,768 $598K $77.03 $113K +675 +9.5%
65 VTEB 0.52% 11,812 $594K $50.29 -$75K -1,557 -11.7%
66 GS 0.51% 663 $583K $878.69 $33K -27 -3.9%
67 NKE 0.50% 8,925 $569K $63.71 $127K +2,597 +41.0%
68 XLP 0.49% 7,260 $564K $77.68 -$129K -1,579 -17.9%
69 AMAT 0.49% 2,180 $560K $256.94 -$294K -1,990 -47.7%
70 CRM 0.48% 2,084 $552K $264.87 $103K +188 +9.9%
71 TRV 0.47% 1,868 $542K $290.04 $33K +46 +2.5%
72 XOM 0.47% 4,468 $538K $120.35 $52K +164 +3.8%
73 HON 0.45% 2,658 $518K $195.06 $35K +362 +15.8%
74 TGT 0.44% 5,210 $509K $97.75 -$207K -2,772 -34.7%
75 DOW 0.44% 21,642 $506K $23.38 +21,642 NEW
76 MMM 0.44% 3,133 $502K $160.12 $12K -21 -0.7%
77 TDV 0.43% 5,719 $495K $86.58 -$12K -139 -2.4%
78 SPEM 0.43% 10,459 $490K $46.81 $17K +370 +3.7%
79 MA 0.42% 850 $485K $570.95 $28K +46 +5.7%
80 IAU 0.42% 5,943 $482K $81.17 -$157K -2,842 -32.4%
81 ORCL 0.42% 2,474 $482K $194.94 $100K +1,114 +81.9%
82 IBTM 0.42% 20,618 $476K $23.07 $210K +9,119 +79.3%
83 FDX 0.41% 1,630 $471K $288.94 $117K +131 +8.7%
84 TMUS 0.41% 2,289 $465K $203.04 $13K +403 +21.4%
85 SPDW 0.40% 10,385 $461K $44.41 $32K +352 +3.5%
86 SPDN 0.37% 44,669 $421K $9.43 +44,669 NEW
87 CVX 0.36% 2,700 $412K $152.41 $13K +134 +5.2%
88 INTC 0.36% 11,133 $411K $36.90 -$464K -14,929 -57.3%
89 NFLX 0.36% 4,349 $408K $93.76 $95K +4,088 +1566.3%
90 CAT 0.35% 710 $407K $573.03 $67K -2 -0.3%
91 COP 0.35% 4,276 $400K $93.61 $37K +437 +11.4%
92 IBIT 0.35% 7,998 $397K $49.65 $96K +3,365 +72.6%
93 PFE 0.34% 15,866 $395K $24.90 $21K +1,168 +8.0%
94 AGG 0.34% 3,879 $387K $99.88 -$3K -20 -0.5%
95 PTLO 0.34% 85,230 $387K $4.54 -$160K +362 +0.4%
96 XLU 0.34% 9,012 $385K $42.69 -$42K +4,119 +84.2%
97 SPG 0.33% 2,033 $376K $185.09 $3K +46 +2.3%
98 NEE 0.32% 4,595 $369K $80.27 $14K -102 -2.2%
99 GD 0.32% 1,093 $368K $336.62 -$4K +1 +0.1%
100 SO 0.32% 4,197 $366K $87.21 -$37K -51 -1.2%

Options Breakdown

0 Calls $0 Call Value 5 Puts $2M Put Value

Top Puts

SymbolSharesValueStatus
QQQ 1,400 $860K
SPY 1,000 $682K
SLV 1,400 $90K NEW
GLD 200 $79K
IBIT 400 $20K NEW

New Positions

SymbolValue% Port
PULS $2M 1.70%
DOW $506K 0.44%
SPDN $421K 0.37%
ELF $337K 0.29%
RPV $327K 0.29%
SLV $310K 0.27%
WFC $293K 0.26%
VBR $227K 0.20%
METL $223K 0.19%
BMRN $212K 0.18%
KO $206K 0.18%
CGDV $201K 0.18%

Sold Out Positions

SymbolValue% Port
STNG —%
FAST —%
F-PD —%
View SEC EDGAR Filings for 4WEALTH ADVISORS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms