Sponsored

The Analysis of 4WEALTH ADVISORS, INC.'s Holdings & P&L

Currently, 4WEALTH ADVISORS, INC. holds 142 types of securities in its portfolio with a total value $117.0M. In the most recent quarter, they have increased their positions in BIL (+36.2K shares, valued at $3.3M), UTWO (+30.6K shares, valued at $1.5M), VITL (+49.5K shares, valued at $653.1K); decreased their positions in GOVT (-29.4K shares, valued at $673.1K), AMAT (-1.4K shares, valued at $452.0K), TGT (-3.3K shares, valued at $393.2K); initiated new positions in UTWO (+30.6K shares, valued at $1.5M), VITL (+49.5K shares, valued at $653.1K), NB (+69.0K shares, valued at $289.1K).

1M P&L

+1.3M+1.16%

3M P&L

-4.6M-3.81%

HY P&L

-439.3K-0.38%

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/A61.9M

57.1%

2Semiconductors4.4M

4.1%

3Drug Manufacturers - General3.8M

3.5%

Top Industries by Stock Count

1N/A56 stocks

43.4%

2Drug Manufacturers - General4 stocks

3.1%

3Software - Application4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MPRO NORTHERN LTS FD TR IV158.1K shares10.96%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F79.6K shares2.12%2026-03-312026-04-27

BIL SPDR SERIES TRUST43.1K shares529.93%2026-03-312026-04-27

NVDA NVIDIA CORPORATION20.0K shares-0.46%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS56.0K shares6.33%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS34.8K shares5.02%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F53.1K shares-0.38%2026-03-312026-04-27

AAPL APPLE INC11.1K shares3.72%2026-03-312026-04-27

Sponsored

VCSH VANGUARD SCOTTSDALE FDS33.7K shares7.74%2026-03-312026-04-27

MSFT MICROSOFT CORP6.0K shares11.16%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON8.6K shares-2.88%2026-03-312026-04-27

PULS PGIM ETF TR41.2K shares4.76%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares5.14%2026-03-312026-04-27

SGOV ISHARES TR18.3K shares0.55%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR35.6K shares1.33%2026-03-312026-04-27

TLT ISHARES TR19.8K shares-3.24%2026-03-312026-04-27

Sponsored

WMT WALMART INC13.8K shares-1.40%2026-03-312026-04-27

GOVT ISHARES TR72.3K shares-28.90%2026-03-312026-04-27

AMZN AMAZON COM INC8.2K shares10.03%2026-03-312026-04-27

UTWO RBB FD INC30.6K sharesnew addition2026-03-312026-04-27

PPI INVESTMENT MANAGERS SER TR I69.2K shares34.70%2026-03-312026-04-27

NOBL PROSHARES TR13.0K shares6.43%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares13.72%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.8K shares-1.45%2026-03-312026-04-27

Sponsored

XLV SELECT SECTOR SPDR TR8.6K shares8.84%2026-03-312026-04-27

V VISA INC4.1K shares2.73%2026-03-312026-04-27

IXUS ISHARES TR13.6K shares42.50%2026-03-312026-04-27

JBBB JANUS DETROIT STR TR24.1K shares1.52%2026-03-312026-04-27

META META PLATFORMS INC2.0K shares-2.62%2026-03-312026-04-27

MCD MCDONALDS CORP3.5K shares0.06%2026-03-312026-04-27

SPYM SPDR SERIES TRUST14.0K shares-0.97%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-16.71%2026-03-312026-04-27

Sponsored

GDX VANECK ETF TRUST11.3K shares-8.13%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR15.6K shares-2.22%2026-03-312026-04-27

TSLA TESLA INC2.6K shares0.92%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP20.7K shares0.82%2026-03-312026-04-27

JBS JBS N.V.53.0K shares5.32%2026-03-312026-04-27

VBK VANGUARD INDEX FDS3.2K shares0.19%2026-03-312026-04-27

GLDM WORLD GOLD TR9.6K shares-0.21%2026-03-312026-04-27

PEP PEPSICO INC5.4K shares4.21%2026-03-312026-04-27

Sponsored

SLYV SPDR SERIES TRUST9.1K shares0.14%2026-03-312026-04-27

SPDN DIREXION SHARES ETF TRUST80.7K shares80.77%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR5.2K shares8.13%2026-03-312026-04-27

BA BOEING CO4.2K shares-12.45%2026-03-312026-04-27

CEF SPROTT ASSET MANAGEMENT LP17.5K shares2.93%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.8K shares1.42%2026-03-312026-04-27

CW CURTISS WRIGHT CORP1.2K shares-6.13%2026-03-312026-04-27

ABT ABBOTT LABORATORIES7.6K shares32.77%2026-03-312026-04-27

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD15.7K shares1.80%2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.7K shares1.70%2026-03-312026-04-27

HD HOME DEPOT INC2.2K shares7.81%2026-03-312026-04-27

ABBV ABBVIE INC3.3K shares4.35%2026-03-312026-04-27

SPYV SPDR SERIES TRUST12.3K shares-1.32%2026-03-312026-04-27

QCOM QUALCOMM INC5.4K shares7.86%2026-03-312026-04-27

SPYG SPDR SERIES TRUST7.2K shares-3.28%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO2.4K shares3.58%2026-03-312026-04-27

Sponsored

PG PROCTER & GAMBLE CO4.5K shares6.31%2026-03-312026-04-27

VITL VITAL FARMS INC49.5K sharesnew addition2026-03-312026-04-27

BROADCOM INC BROADCOM INC2.2K shares9.08%2026-03-312026-04-27

LULU LULULEMON ATHLETICA INC4.5K shares4.90%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS2.7K shares1.94%2026-03-312026-04-27

XLP SELECT SECTOR SPDR TR7.7K shares5.59%2026-03-312026-04-27

GT GOODYEAR TIRE & RUBR CO98.9K shares3.34%2026-03-312026-04-27

RPV INVESCO EXCHANGE TRADED FD T5.7K shares81.66%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.6.5K shares49.18%2026-03-312026-04-27

TMUS T-MOBILE US INC2.8K shares22.54%2026-03-312026-04-27

LLY ELI LILLY & CO671 shares0.30%2026-03-312026-04-27

HON HONEYWELL INTL INC2.6K shares-0.45%2026-03-312026-04-27

INTU INTUIT1.4K shares40.76%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS11.8K shares0.00%2026-03-312026-04-27

CSCO CISCO SYS INC7.5K shares-2.81%2026-03-312026-04-27

XOM EXXON MOBIL CORP3.3K shares-25.47%2026-03-312026-04-27

Sponsored

IBTM ISHARES TR24.3K shares17.98%2026-03-312026-04-27

CRM SALESFORCE INC2.9K shares38.63%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR11.5K shares27.33%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC635 shares-4.22%2026-03-312026-04-27

NKE NIKE INC9.4K shares5.10%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS10.5K shares0.55%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS10.8K shares3.76%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF12.6K shares57.10%2026-03-312026-04-27

Sponsored

TUA SIMPLIFY EXCHANGE TRADED FUN22.5K shares-23.97%2026-03-312026-04-27

FDX FEDEX CORP1.4K shares-16.56%2026-03-312026-04-27

MA MASTERCARD INCORPORATED939 shares10.47%2026-03-312026-04-27

PFE PFIZER INC16.5K shares4.10%2026-03-312026-04-27

SO SOUTHERN CO4.7K shares12.72%2026-03-312026-04-27

CVX CHEVRON CORPORATION2.1K shares-20.93%2026-03-312026-04-27

MMM 3M CO3.1K shares0.10%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC1.5K shares-18.79%2026-03-312026-04-27

Sponsored

PTLO PORTILLOS INC82.5K shares-3.17%2026-03-312026-04-27

NEE NEXTERA ENERGY INC4.6K shares1.18%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.2K shares-37.96%2026-03-312026-04-27

COP CONOCOPHILLIPS3.2K shares-26.17%2026-03-312026-04-27

ELF E L F BEAUTY INC7.0K shares58.67%2026-03-312026-04-27

CAT CATERPILLAR INC606 shares-14.65%2026-03-312026-04-27

ORCL ORACLE CORP2.8K shares14.31%2026-03-312026-04-27

IJR ISHARES TR3.2K shares11.69%2026-03-312026-04-27

Sponsored

AGG ISHARES TR3.9K shares-0.72%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.09%2026-03-312026-04-27

OSBC OLD SECOND BANCORP INC DEL18.6K shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP1.5K shares6.42%2026-03-312026-04-27

IJH ISHARES TR5.5K shares17.84%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T569 shares9.21%2026-03-312026-04-27

TDV PROSHARES TR4.3K shares-24.30%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F4.8K shares16.62%2026-03-312026-04-27

Sponsored

PSA PUBLIC STORAGE OPER CO1.3K shares11.11%2026-03-312026-04-27

VMC VULCAN MATLS CO1.3K shares3.19%2026-03-312026-04-27

COOPER COS INC COOPER COS INC4.7K shares6.20%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR3.8K shares-36.08%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION313 shares0.00%2026-03-312026-04-27

T AT&T INC10.7K shares0.03%2026-03-312026-04-27

ADBE ADOBE INC1.3K shares96.23%2026-03-312026-04-27

NB NIOCORP DEVS LTD69.0K sharesnew addition2026-03-312026-04-27

Sponsored

CEG CONSTELLATION ENERGY CORP966 shares0.00%2026-03-312026-04-27

CCL CARNIVAL CORP11.6K shares5.86%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND614 shares19.69%2026-03-312026-04-27

METL SPROTT FDS TR10.9K shares23.52%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC1.0K shares-4.01%2026-03-312026-04-27

SPIB SPDR SERIES TRUST7.7K shares-23.15%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW1.4K shares-31.23%2026-03-312026-04-27

AMAT APPLIED MATLS INC781 shares-64.17%2026-03-312026-04-27

Sponsored

DIS DISNEY WALT CO2.7K shares-2.09%2026-03-312026-04-27

CRAK VANECK ETF TRUST5.1K sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO3.1K shares0.00%2026-03-312026-04-27

IVV ISHARES TR378 shares0.27%2026-03-312026-04-27

VBR VANGUARD INDEX FDS1.1K shares2.24%2026-03-312026-04-27

TGT TARGET CORP1.9K shares-63.55%2026-03-312026-04-27

SLYG SPDR SERIES TRUST2.4K shares3.71%2026-03-312026-04-27

KO COCA COLA CO2.9K shares-0.58%2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP4.7K shares0.17%2026-03-312026-04-27

ISHARES TR ISHARES TR6.6K sharesnew addition2026-03-312026-04-27

BMRN BIOMARIN PHARMACEUTICAL INC3.9K shares8.77%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE5.1K shares11.06%2026-03-312026-04-27

DWM WISDOMTREE TR3.1K shares-8.17%2026-03-312026-04-27

EXC EXELON CORP4.2K sharesnew addition2026-03-312026-04-27

SLVR SPROTT FDS TR3.7K sharesnew addition2026-03-312026-04-27

CLF CLEVELAND-CLIFFS INC NEW22.8K shares-50.99%2026-03-312026-04-27

Sponsored

BIOHAVEN LTD BIOHAVEN LTD14.3K sharesnew addition2026-03-312026-04-27

BORR DRILLING LTD BORR DRILLING LTD12.4K shares-3.87%2026-03-312026-04-27

FLUENT INC FLUENT INC22.2K shares27.05%2026-03-312026-04-27

LOOP LOOP INDS INC28.2K sharesnew addition2026-03-312026-04-27

RMCF ROCKY MTN CHOCOLATE FACTORY16.2K shares-18.30%2026-03-312026-04-27

RCT REDCLOUD HLDGS PLC21.5K shares73.08%2026-03-312026-04-27

MPRO

NORTHERN LTS FD TR IV

10.96%

Shares158.1K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

2.12%

Shares79.6K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

529.93%

Shares43.1K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.46%

Shares20.0K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

6.33%

Shares56.0K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

5.02%

Shares34.8K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

-0.38%

Shares53.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

3.72%

Shares11.1K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

7.74%

Shares33.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

11.16%

Shares6.0K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-2.88%

Shares8.6K

Event2026-03-31

Filed2026-04-27

PULS

PGIM ETF TR

4.76%

Shares41.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

5.14%

Shares3.4K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

0.55%

Shares18.3K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

1.33%

Shares35.6K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

-3.24%

Shares19.8K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-1.40%

Shares13.8K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

-28.90%

Shares72.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

10.03%

Shares8.2K

Event2026-03-31

Filed2026-04-27

UTWO

RBB FD INC

New

Shares30.6K

Event2026-03-31

Filed2026-04-27

PPI

INVESTMENT MANAGERS SER TR I

34.70%

Shares69.2K

Event2026-03-31

Filed2026-04-27

NOBL

PROSHARES TR

6.43%

Shares13.0K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

13.72%

Shares2.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.45%

Shares4.8K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

8.84%

Shares8.6K

Event2026-03-31

Filed2026-04-27

VISA INC

2.73%

Shares4.1K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

42.50%

Shares13.6K

Event2026-03-31

Filed2026-04-27

JBBB

JANUS DETROIT STR TR

1.52%

Shares24.1K

Event2026-03-31

Filed2026-04-27