4WEALTH ADVISORS, INC.
Q2 2025 13F Holdings
- Locationburr ridge, IL
- Num holdings
132
- Value ($000)
$98,445
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $4.46M | 5 % | 149,895 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.79M | 4 % | 66,746 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.17M | 3 % | 20,079 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $2.86M | 3 % | 48,698 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.62M | 3 % | 31,545 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $2.60M | 3 % | 47,863 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $2.51M | 3 % | 109,053 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.27M | 2 % | 28,518 | ||
AAPL APPLE INC | COM | 037833100 | $2.26M | 2 % | 11,020 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.19M | 2 % | 4,398 |
Rows Per Page
10
- 10
- 50
- 100