4WEALTH ADVISORS, INC.

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Burr Ridge, IL
CIK
0002056676
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 125 91,762 MPRO, JEPI, VGSH, GOVT 13F-HR 5/5/2025 000194104025000258
Q4 2024 143 99,836 MPRO, JEPI, AAPL, GOVT 13F-HR 2/14/2025 000194104025000166