The Analysis of 4Thought Financial Group Inc.'s Holdings & P&L


Currently, 4Thought Financial Group Inc. holds 99 types of securities in its portfolio with a total value $202.2M. In the most recent quarter, they have increased their positions in SPY (+4.2K shares, valued at $2.7M), TLT (+14.7K shares, valued at $1.3M), BKLN (+39.6K shares, valued at $808.1K); decreased their positions in IVV (-3.8K shares, valued at $2.5M), IEMG (-10.5K shares, valued at $729.8K), IJR (-5.0K shares, valued at $618.8K); initiated new positions in AAPL (+2.1K shares, valued at $528.6K), IBIC (+13.7K shares, valued at $356.3K), IBID (+13.5K shares, valued at $352.4K).


1M P&L
+3.4M+1.61%
3M P&L
-33.1M-13.26%
HY P&L
-22.3M-9.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A199.5M
99.5%
2Consumer Electronics528.6K
0.3%
3Confectioners289.6K
0.1%

Top Industries by Stock Count

1N/A93 stocks
96.9%
2Consumer Electronics1 stocks
1.0%
3Confectioners1 stocks
1.0%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
4.89%
Shares89.8K
Event2026-03-31
Filed2026-04-24
IVV
ISHARES TR
-11.55%
Shares29.1K
Event2026-03-31
Filed2026-04-24
IJR
ISHARES TR
-4.91%
Shares96.5K
Event2026-03-31
Filed2026-04-24
VO
VANGUARD INDEX FDS
-0.95%
Shares41.7K
Event2026-03-31
Filed2026-04-24
EFA
ISHARES TR
-0.26%
Shares89.3K
Event2026-03-31
Filed2026-04-24
VWO
VANGUARD INTL EQUITY INDEX F
0.13%
Shares158.5K
Event2026-03-31
Filed2026-04-24
IBDS
ISHARES TR
1.39%
Shares216.8K
Event2026-03-31
Filed2026-04-24
IBDV
ISHARES TR
-0.33%
Shares238.9K
Event2026-03-31
Filed2026-04-24
IBDX
ISHARES TR
-0.40%
Shares205.1K
Event2026-03-31
Filed2026-04-24
IBDW
ISHARES TR
-0.32%
Shares244.7K
Event2026-03-31
Filed2026-04-24
IBCA
ISHARES TR
-0.36%
Shares179.5K
Event2026-03-31
Filed2026-04-24
IBDY
ISHARES TR
0.24%
Shares175.7K
Event2026-03-31
Filed2026-04-24
IBDZ
ISHARES TR
0.10%
Shares174.1K
Event2026-03-31
Filed2026-04-24
VCLT
VANGUARD SCOTTSDALE FDS
9.24%
Shares60.5K
Event2026-03-31
Filed2026-04-24
IBDR
ISHARES TR
-0.82%
Shares184.6K
Event2026-03-31
Filed2026-04-24
IBDT
ISHARES TR
0.46%
Shares174.3K
Event2026-03-31
Filed2026-04-24
IBDU
ISHARES TR
-1.67%
Shares186.7K
Event2026-03-31
Filed2026-04-24
TLT
ISHARES TR
53.11%
Shares42.5K
Event2026-03-31
Filed2026-04-24
IEFA
ISHARES TR
-13.93%
Shares35.6K
Event2026-03-31
Filed2026-04-24
IEMG
ISHARES INC
-18.56%
Shares45.9K
Event2026-03-31
Filed2026-04-24
IJH
ISHARES TR
-19.39%
Shares30.7K
Event2026-03-31
Filed2026-04-24
VTV
VANGUARD INDEX FDS
-11.25%
Shares7.9K
Event2026-03-31
Filed2026-04-24
VB
VANGUARD INDEX FDS
34.37%
Shares4.2K
Event2026-03-31
Filed2026-04-24
BKLN
INVESCO EXCH TRADED FD TR II
282.49%
Shares53.6K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
38.79%
Shares1.7K
Event2026-03-31
Filed2026-04-24
BSCS
INVESCO EXCH TRD SLF IDX FD
6.94%
Shares42.5K
Event2026-03-31
Filed2026-04-24
BSCQ
INVESCO EXCH TRD SLF IDX FD
6.95%
Shares44.3K
Event2026-03-31
Filed2026-04-24
BSCT
INVESCO EXCH TRD SLF IDX FD
6.93%
Shares46.3K
Event2026-03-31
Filed2026-04-24
IWF
ISHARES TR
8.97%
Shares1.3K
Event2026-03-31
Filed2026-04-24
AAPL
APPLE INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-24
BSJQ
INVESCO EXCH TRD SLF IDX FD
-0.42%
Shares22.1K
Event2026-03-31
Filed2026-04-24
BSJR
INVESCO EXCH TRD SLF IDX FD
-2.20%
Shares19.1K
Event2026-03-31
Filed2026-04-24
BSJS
INVESCO EXCH TRD SLF IDX FD
-0.63%
Shares19.7K
Event2026-03-31
Filed2026-04-24
BSJU
INVESCO EXCH TRD SLF IDX FD
-3.18%
Shares16.2K
Event2026-03-31
Filed2026-04-24
BSJT
INVESCO EXCH TRD SLF IDX FD
-3.08%
Shares19.7K
Event2026-03-31
Filed2026-04-24
BSJV
INVESCO EXCH TRD SLF IDX FD
-3.24%
Shares15.9K
Event2026-03-31
Filed2026-04-24
INVESCO EXCH TRD SLF IDX FD
INVESCO EXCH TRD SLF IDX FD
-3.26%
Shares16.5K
Event2026-03-31
Filed2026-04-24
BSJW
INVESCO EXCH TRD SLF IDX FD
-5.19%
Shares16.3K
Event2026-03-31
Filed2026-04-24
IBIC
ISHARES TR
New
Shares13.7K
Event2026-03-31
Filed2026-04-24
IBID
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-04-24
IBIE
ISHARES TR
New
Shares13.4K
Event2026-03-31
Filed2026-04-24
IBIG
ISHARES TR
New
Shares13.4K
Event2026-03-31
Filed2026-04-24
IBIH
ISHARES TR
New
Shares13.4K
Event2026-03-31
Filed2026-04-24
IBIF
ISHARES TR
New
Shares13.4K
Event2026-03-31
Filed2026-04-24
IBII
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-04-24
IBIJ
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-04-24
IBIK
ISHARES TR
New
Shares13.6K
Event2026-03-31
Filed2026-04-24
ISHARES TR
ISHARES TR
New
Shares13.7K
Event2026-03-31
Filed2026-04-24
MDLZ
MONDELEZ INTL INC
0.28%
Shares5.0K
Event2026-03-31
Filed2026-04-24
EMB
ISHARES TR
-6.75%
Shares3.0K
Event2026-03-31
Filed2026-04-24
WIP
SPDR SERIES TRUST
-5.73%
Shares7.0K
Event2026-03-31
Filed2026-04-24
BWX
SPDR SERIES TRUST
-4.65%
Shares11.7K
Event2026-03-31
Filed2026-04-24
SPYX
SPDR SERIES TRUST
2.23%
Shares4.7K
Event2026-03-31
Filed2026-04-24
DSI
ISHARES TR
2.90%
Shares2.1K
Event2026-03-31
Filed2026-04-24
SUSB
ISHARES TR
0.20%
Shares9.5K
Event2026-03-31
Filed2026-04-24
EAGG
ISHARES TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-24
VTI
VANGUARD INDEX FDS
3.39%
Shares641
Event2026-03-31
Filed2026-04-24
RSSS
RESEARCH SOLUTIONS INC
-0.93%
Shares83.4K
Event2026-03-31
Filed2026-04-24
VGK
VANGUARD INTL EQUITY INDEX F
-1.83%
Shares1.9K
Event2026-03-31
Filed2026-04-24
GXC
SPDR INDEX SHS FDS
4.31%
Shares1.3K
Event2026-03-31
Filed2026-04-24
NUHY
NUSHARES ETF TR
-0.09%
Shares5.6K
Event2026-03-31
Filed2026-04-24
ETHO
AMPLIFY ETF TR
-6.18%
Shares1.3K
Event2026-03-31
Filed2026-04-24
ESML
ISHARES TR
-7.30%
Shares1.5K
Event2026-03-31
Filed2026-04-24
ESGD
ISHARES TR
-8.43%
Shares728
Event2026-03-31
Filed2026-04-24
ESGE
ISHARES INC
-8.02%
Shares1.5K
Event2026-03-31
Filed2026-04-24
UUP
INVESCO DB US DLR INDEX TR
3.08%
Shares2.4K
Event2026-03-31
Filed2026-04-24
GNR
SPDR INDEX SHS FDS
-0.38%
Shares790
Event2026-03-31
Filed2026-04-24
EWX
SPDR INDEX SHS FDS
5.51%
Shares862
Event2026-03-31
Filed2026-04-24
VNQ
VANGUARD INDEX FDS
9.16%
Shares584
Event2026-03-31
Filed2026-04-24
STCE
SCHWAB STRATEGIC TR
15.59%
Shares786
Event2026-03-31
Filed2026-04-24
IEUS
ISHARES TR
-2.02%
Shares582
Event2026-03-31
Filed2026-04-24
GLD
SPDR GOLD TR
0.00%
Shares82
Event2026-03-31
Filed2026-04-24
ECNS
ISHARES TR
6.64%
Shares947
Event2026-03-31
Filed2026-04-24
EWJ
ISHARES INC
-8.85%
Shares350
Event2026-03-31
Filed2026-04-24
INDA
ISHARES TR
19.38%
Shares573
Event2026-03-31
Filed2026-04-24
ASEA
GLOBAL X FDS
0.79%
Shares1.3K
Event2026-03-31
Filed2026-04-24
AFK
VANECK ETF TRUST
-13.15%
Shares740
Event2026-03-31
Filed2026-04-24
SCHC
SCHWAB STRATEGIC TR
-8.49%
Shares388
Event2026-03-31
Filed2026-04-24
EWC
ISHARES INC
-1.92%
Shares306
Event2026-03-31
Filed2026-04-24
EWZ
ISHARES INC
-22.62%
Shares431
Event2026-03-31
Filed2026-04-24
EWY
ISHARES INC
-28.66%
Shares112
Event2026-03-31
Filed2026-04-24
EWA
ISHARES INC
0.00%
Shares487
Event2026-03-31
Filed2026-04-24
EWW
ISHARES INC
-10.50%
Shares179
Event2026-03-31
Filed2026-04-24
VUSE
ETF SER SOLUTIONS
1.51%
Shares202
Event2026-03-31
Filed2026-04-24
SDG
ISHARES TR
-3.82%
Shares151
Event2026-03-31
Filed2026-04-24
CRBN
ISHARES TR
-1.75%
Shares56
Event2026-03-31
Filed2026-04-24
KSA
ISHARES TR
22.40%
Shares235
Event2026-03-31
Filed2026-04-24
TUR
ISHARES INC
-7.72%
Shares239
Event2026-03-31
Filed2026-04-24
VT
VANGUARD INTL EQUITY INDEX F
6.90%
Shares62
Event2026-03-31
Filed2026-04-24
EPOL
ISHARES TR
-3.78%
Shares178
Event2026-03-31
Filed2026-04-24
EWT
ISHARES INC
-2.25%
Shares87
Event2026-03-31
Filed2026-04-24
BSV
VANGUARD BD INDEX FDS
9.62%
Shares57
Event2026-03-31
Filed2026-04-24
EIS
ISHARES INC
-12.82%
Shares34
Event2026-03-31
Filed2026-04-24
UAE
ISHARES TR
4.08%
Shares204
Event2026-03-31
Filed2026-04-24
EWH
ISHARES INC
-6.67%
Shares126
Event2026-03-31
Filed2026-04-24
ECH
ISHARES INC
-26.03%
Shares54
Event2026-03-31
Filed2026-04-24
EPU
ISHARES TR
-19.35%
Shares25
Event2026-03-31
Filed2026-04-24
ENZL
ISHARES TR
2.44%
Shares42
Event2026-03-31
Filed2026-04-24
QAT
ISHARES TR
1.16%
Shares87
Event2026-03-31
Filed2026-04-24

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available