4WEALTH ADVISORS INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| MPRO | MONARCH PROCAP ETF | 149,895 | +3,951 | +2.71% | $29.46 | 4.64% | 0.00% | 4,463,124 | 2025-06-30 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 66,746 | +346 | +0.52% | $59.25 | 3.94% | 0.01% | 3,794,528 | 2025-06-30 | ||||||
| NVDA | NVIDIA | 20,079 | +311 | +1.57% | $135.44 | 3.30% | 0.00% | 3,172,267 | 2025-06-30 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 48,698 | +1,444 | +3.06% | $58.39 | 2.97% | 0.01% | 2,862,466 | 2025-06-30 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 31,545 | +712 | +2.31% | $81.59 | 2.72% | 0.01% | 2,615,709 | 2025-06-30 | ||||||
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 47,863 | +400 | +0.84% | $56.14 | 2.71% | 0.01% | 2,603,760 | 2025-06-30 | ||||||
| GOVT | ISHARES US TREASURY BOND ETF | 109,053 | -2,129 | -1.91% | $22.83 | 2.60% | 0.01% | 2,506,041 | 2025-06-30 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28,518 | +821 | +2.96% | $78.44 | 2.36% | 0.01% | 2,267,164 | 2025-06-30 | ||||||
| AAPL | APPLE | 11,020 | -221 | -1.97% | $234.98 | 2.35% | 0.00% | 2,261,023 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 4,398 | -113 | -2.50% | $423.66 | 2.27% | 0.00% | 2,187,632 | 2025-06-30 | ||||||
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 18,957 | +107 | +0.57% | $100.44 | 1.98% | 0.00% | 1,908,760 | 2025-06-30 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 16,652 | +738 | +4.64% | $104.23 | 1.74% | 0.00% | 1,676,856 | 2025-06-30 | ||||||
| JAAA | JANUS HENDERSON AAA CLO ETF | 32,773 | +2,521 | +8.33% | $50.75 | 1.73% | 0.00% | 1,663,230 | 2025-06-30 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 17,535 | -3,162 | -15.28% | $91.15 | 1.61% | 0.00% | 1,547,464 | 2025-06-30 | ||||||
| AMZN | AMAZON | 6,843 | +601 | +9.63% | $204.22 | 1.56% | 0.00% | 1,501,286 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 8,905 | -51 | -0.57% | $154.24 | 1.41% | 0.00% | 1,360,201 | 2025-06-30 | ||||||
| V | VISA | 3,764 | +3 | +0.08% | $301.40 | 1.39% | 0.00% | 1,336,242 | 2025-06-30 | ||||||
| META | META | 1,776 | +240 | +15.63% | $597.47 | 1.36% | 0.00% | 1,310,862 | 2025-06-30 | ||||||
| WMT | WALMART | 12,858 | -1,272 | -9.00% | $87.26 | 1.31% | 0.00% | 1,257,207 | 2025-06-30 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 9,022 | +606 | +7.20% | $145.31 | 1.26% | 0.00% | 1,216,052 | 2025-06-30 | ||||||
| QQQ | INVESCO QQQ | 2,119 | +230 | +12.18% | $503.41 | 1.21% | 0.00% | 1,168,945 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,986 | +314 | +18.78% | $534.38 | 1.17% | 0.00% | 1,128,022 | 2025-06-30 | ||||||
| JBBB | JANUS HENDERSON B-BBB CLO ETF | 21,605 | +1,824 | +9.22% | $49.03 | 1.08% | 0.00% | 1,041,577 | 2025-06-30 | ||||||
| GOOG | ALPHABET | 5,658 | +35 | +0.62% | $178.75 | 1.04% | 0.00% | 1,003,596 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,012 | -622 | -23.61% | $0.00 | 1.02% | 0.00% | 977,126 | 2025-06-30 | ||||||
| TSLA | TESLA | 3,014 | +21 | +0.70% | $325.76 | 0.99% | 0.00% | 957,427 | 2025-06-30 | ||||||
| MCD | MCDONALDS | 3,206 | -16 | -0.50% | $297.64 | 0.97% | 0.00% | 936,690 | 2025-06-30 | ||||||
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 5,769 | +125 | +2.21% | $137.62 | 0.88% | 0.00% | 851,097 | 2025-06-30 | ||||||
| FITB | FIFTH THIRD BANCORP | 20,194 | +209 | +1.05% | $44.76 | 0.86% | 0.00% | 830,566 | 2025-06-30 | ||||||
| GDX | VANECK GOLD MINERS ETF | 15,383 | -4,718 | -23.47% | $38.54 | 0.83% | 0.01% | 800,846 | 2025-06-30 | ||||||
| BA | BOEING | 3,779 | -2,381 | -38.65% | $158.16 | 0.82% | 0.00% | 791,814 | 2025-06-30 | ||||||
| AVGO | BROADCOM | 2,853 | +6 | +0.21% | $197.14 | 0.82% | 0.00% | 786,514 | 2025-06-30 | ||||||
| CVX | CHEVRON | 5,396 | -819 | -13.18% | $154.76 | 0.80% | 0.00% | 772,711 | 2025-06-30 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 2,726 | +198 | +7.83% | $280.73 | 0.78% | 0.00% | 754,815 | 2025-06-30 | ||||||
| AMAT | APPLIED MATERIALS | 4,117 | -32 | -0.77% | $180.12 | 0.78% | 0.00% | 753,633 | 2025-06-30 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 1,712 | +202 | +13.38% | $400.05 | 0.78% | 0.00% | 750,683 | 2025-06-30 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 7,724 | +67 | +0.88% | $86.54 | 0.77% | 0.00% | 736,238 | 2025-06-30 | ||||||
| ABT | ABBOTT LABORATORIES | 5,319 | -37 | -0.69% | $116.30 | 0.75% | 0.00% | 723,432 | 2025-06-30 | ||||||
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUND | 8,882 | +136 | +1.55% | $81.23 | 0.75% | 0.00% | 719,171 | 2025-06-30 | ||||||
| QCOM | QUALCOMM | 4,486 | -84 | -1.84% | $164.42 | 0.74% | 0.00% | 714,364 | 2025-06-30 | ||||||
| AMD | ADVANCED MICRO DEVICES | 4,969 | -176 | -3.42% | $134.16 | 0.73% | 0.00% | 705,101 | 2025-06-30 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 8,099 | +2,057 | +34.05% | $88.86 | 0.71% | 0.00% | 686,883 | 2025-06-30 | ||||||
| TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | 31,134 | +31,134 | Open | $21.99 | 0.71% | 0.00% | 685,882 | 2025-06-30 | ||||||
| IBM | IBM | 2,310 | -23 | -0.99% | $222.03 | 0.71% | 0.00% | 680,982 | 2025-06-30 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 12,693 | +93 | +0.74% | $53.06 | 0.69% | 0.00% | 664,349 | 2025-06-30 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 13,369 | +470 | +3.64% | $50.43 | 0.68% | 0.00% | 655,476 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 2,256 | -39 | -1.70% | $232.49 | 0.68% | 0.00% | 653,898 | 2025-06-30 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 8,117 | +243 | +3.09% | $88.38 | 0.67% | 0.02% | 647,427 | 2025-06-30 | ||||||
| GT | GOODYEAR | 61,957 | -1,987 | -3.11% | $9.09 | 0.67% | 0.02% | 642,494 | 2025-06-30 | ||||||
| CW | CURTISS WRIGHT | 1,305 | -56 | -4.11% | $359.64 | 0.66% | 0.00% | 637,560 | 2025-06-30 | ||||||