4WEALTH ADVISORS, INC.
Top Portfolio Positions
88 positions ·
$55,844,398 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
20,028 | $3,492,883 | 6.25% | |
| AAPL |
Apple Inc.
Technology
|
11,068 | $2,808,947 | 5.03% | |
| MSFT |
Microsoft Corp
Technology
|
6,007 | $2,223,611 | 3.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
8,646 | $2,113,428 | 3.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
13,824 | $1,718,046 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,182 | $1,704,065 | 3.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,860 | $1,370,512 | 2.45% | |
| V |
Visa Inc.
Financial Services
|
4,069 | $1,229,814 | 2.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,048 | $1,171,722 | 2.10% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,479 | $1,081,238 | 1.94% |
Portfolio Trend
6 quarters · across all stocks
Holdings in LOOP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,377 | 28,236 | Shares | Sole | 2026-04-27 | |
| 2024-12-31 | $60,030 | 50,025 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||