4Thought Financial Group Inc.
Top Portfolio Positions
7 positions ·
$60,473,976 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
89,773 | $58,382,972 | 96.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,703 | $982,937 | 1.63% | |
| AAPL |
Apple Inc.
Technology
|
2,083 | $528,644 | 0.87% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
5,024 | $289,583 | 0.48% | |
| RSSS |
Research Solutions, Inc.
Technology
|
83,406 | $188,497 | 0.31% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
2,378 | $66,060 | 0.11% | |
| GLD |
Spdr Gold Trust
|
82 | $35,283 | 0.06% |
Portfolio Trend
21 quarters · across all stocks
Holdings in UUP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,060 | 2,378 | Shares | Sole | 2026-04-24 | |
| 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 13F history on record for this holder in this stock. | ||||||