CIK 2056676
4WEALTH ADVISORS, INC.
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| LLY | ELI LILLY & CO | 669 | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 15K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 12K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 30K | $500K+ | SH |
| INTU | INTUIT | 974 | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 7K | $500K+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 47K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 8K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 12K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 663 | $500K+ | SH |
| NKE | NIKE INC | 9K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 4K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| TGT | TARGET CORP | 5K | $500K+ | SH |
| DOW | DOW INC | 22K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| TDV | PROSHARES TR | 6K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 850 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 6K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| IBTM | ISHARES TR | 21K | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| SPDN | DIREXION SHS ETF TR | 45K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 11K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 710 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| PFE | PFIZER INC | 16K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| PTLO | PORTILLOS INC | 85K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |