4Thought Financial Group Inc.
Top Portfolio Positions
5 positions ·
$59,481,788 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
85,587 | $58,363,487 | 98.12% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,227 | $753,758 | 1.27% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
5,010 | $269,688 | 0.45% |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
2,307 | $62,358 | 0.10% |
| GLD |
Spdr Gold Trust
|
82 | $32,497 | 0.05% |
Portfolio Trend
Holdings in UUP
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $62,358 | 2,307 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $94,029 | 3,418 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $91,875 | 3,418 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $96,722 | 3,389 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $96,085 | 3,266 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $87,949 | 3,121 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $92,312 | 3,169 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $89,961 | 3,171 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $85,956 | 3,173 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $91,033 | 3,062 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $86,587 | 3,051 | Shares | Sole | 2023-07-14 | |
| 2022-03-31 | $126,424 | 4,807 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $121,947 | 4,758 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $120,652 | 4,767 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $123,330 | 4,967 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $197,267 | 7,853 | Shares | Sole | 2021-07-21 | |
| No quarters match your search. | ||||||