4WEALTH ADVISORS, INC.
143 holdingsFiling period: 2026-03-31Current AUM: $123.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MPRO | NORTHERN LTS FD TR IV | 158.1K | $4.9M | $5.1M | 4.11% | +15.6K | 2026-03-31 |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 79.6K | $4.4M | $4.5M | 3.63% | +1.7K | 2026-03-31 |
| 3 | BIL | SPDR SERIES TRUST | 43.1K | $3.9M | $3.9M | 3.20% | +36.2K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 20.0K | $3.3M | $3.8M | 3.08% | -92 | 2026-03-31 |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 56.0K | $3.3M | $3.3M | 2.63% | +3.3K | 2026-03-31 |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 34.8K | $2.9M | $2.8M | 2.28% | +1.7K | 2026-03-31 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 53.1K | $2.9M | $3.0M | 2.43% | -205 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 11.1K | $2.7M | $3.3M | 2.69% | +397 | 2026-03-31 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 33.7K | $2.7M | $2.6M | 2.14% | +2.4K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 6.0K | $2.2M | $2.7M | 2.19% | +603 | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 8.6K | $2.1M | $2.2M | 1.78% | -256 | 2026-03-31 |
| 12 | PULS | PGIM ETF TR | 41.2K | $2.0M | $2.0M | 1.66% | +1.9K | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 3.4K | $1.9M | $2.2M | 1.81% | +164 | 2026-03-31 |
| 14 | SGOV | ISHARES TR | 18.3K | $1.8M | $1.8M | 1.49% | +100 | 2026-03-31 |
| 15 | JAAA | JANUS DETROIT STR TR | 35.6K | $1.8M | $1.8M | 1.46% | +468 | 2026-03-31 |
| 16 | TLT | ISHARES TR | 19.8K | $1.7M | $1.6M | 1.32% | -663 | 2026-03-31 |
| 17 | WMT | WALMART INC | 13.8K | $1.7M | $1.5M | 1.24% | -196 | 2026-03-31 |
| 18 | GOVT | ISHARES TR | 72.3K | $1.7M | $1.6M | 1.31% | -29,406 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 8.2K | $1.6M | $2.1M | 1.74% | +746 | 2026-03-31 |
| 20 | UTWO | RBB FD INC | 30.6K | $1.5M | $1.5M | 1.19% | -- | 2026-03-31 |
| 21 | PPI | INVESTMENT MANAGERS SER TR I | 69.2K | $1.4M | $1.4M | 1.16% | +17.8K | 2026-03-31 |
| 22 | NOBL | PROSHARES TR | 13.0K | $1.4M | $1.5M | 1.19% | +787 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.9K | $1.4M | $1.4M | 1.10% | +345 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 4.8K | $1.3M | $1.6M | 1.33% | -71 | 2026-03-31 |
| 25 | XLV | SELECT SECTOR SPDR TR | 8.6K | $1.2M | $1.4M | 1.11% | +696 | 2026-03-31 |
← Scroll →
Page 1 of 6