4WEALTH ADVISORS, INC.
Q3 2025 13F Holdings
- Locationburr ridge, IL
- Num holdings
136
- Value ($000)
$111,961
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.40M | 4 % | 77,111 | ||
MPRO NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $4.31M | 4 % | 141,312 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.59M | 3 % | 19,254 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $3.11M | 3 % | 52,885 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $3.05M | 3 % | 53,044 | ||
AAPL APPLE INC | COM | 037833100 | $2.95M | 3 % | 11,593 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.79M | 3 % | 33,178 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.53M | 2 % | 3,800 | put | |
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.46M | 2 % | 30,819 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.46M | 2 % | 4,741 |
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