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 | 145,944 | -3,047 | -2.05% | $29.51 | 4.67% | 0.00% | 4,214,863 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 66,400 | +3,849 | +6.15% | $59.27 | 4.20% | 0.01% | 3,794,117 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 47,254 | +2,948 | +6.65% | $58.38 | 3.07% | 0.01% | 2,773,364 | 2025-03-31 | ||||||
| GOVT | ISHARES US TREASURY BOND ETF | 111,182 | -3,942 | -3.42% | $22.83 | 2.83% | 0.01% | 2,555,509 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 30,833 | +4,186 | +15.71% | $81.60 | 2.79% | 0.01% | 2,520,928 | 2025-03-31 | ||||||
| AAPL | APPLE | 11,241 | -160 | -1.40% | $235.63 | 2.76% | 0.00% | 2,496,982 | 2025-03-31 | ||||||
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 47,463 | +3,497 | +7.95% | $56.18 | 2.72% | 0.01% | 2,457,651 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 27,697 | +1,384 | +5.26% | $78.43 | 2.42% | 0.01% | 2,186,397 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 19,768 | +2,502 | +14.49% | $135.66 | 2.37% | 0.00% | 2,142,509 | 2025-03-31 | ||||||
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 18,850 | -1,315 | -6.52% | $100.44 | 2.10% | 0.00% | 1,897,645 | 2025-03-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 20,697 | +6,486 | +45.64% | $91.12 | 2.09% | 0.00% | 1,884,048 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 4,511 | +433 | +10.62% | $424.18 | 1.87% | 0.00% | 1,693,203 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 15,914 | +404 | +2.60% | $104.53 | 1.80% | 0.00% | 1,626,093 | 2025-03-31 | ||||||
| JAAA | JANUS HENDERSON AAA CLO ETF | 30,252 | +11,445 | +60.86% | $50.78 | 1.70% | 0.00% | 1,534,079 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 8,956 | -2,177 | -19.55% | $154.14 | 1.64% | 0.00% | 1,485,265 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,634 | +193 | +7.91% | $464.18 | 1.55% | 0.00% | 1,402,549 | 2025-03-31 | ||||||
| V | VISA | 3,761 | -602 | -13.80% | $301.37 | 1.46% | 0.00% | 1,317,936 | 2025-03-31 | ||||||
| WMT | WALMART | 14,130 | -1,176 | -7.68% | $87.56 | 1.37% | 0.00% | 1,240,429 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 8,416 | -1,716 | -16.94% | $146.07 | 1.36% | 0.00% | 1,228,776 | 2025-03-31 | ||||||
| AMZN | AMAZON | 6,242 | +316 | +5.33% | $205.17 | 1.31% | 0.00% | 1,187,603 | 2025-03-31 | ||||||
| BA | BOEING | 6,160 | +852 | +16.05% | $158.36 | 1.16% | 0.00% | 1,050,588 | 2025-03-31 | ||||||
| CVX | CHEVRON | 6,215 | +3,227 | +108.00% | $154.74 | 1.15% | 0.00% | 1,039,636 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 3,222 | +164 | +5.36% | $297.94 | 1.11% | 0.00% | 1,006,416 | 2025-03-31 | ||||||
| JBBB | JANUS HENDERSON B-BBB CLO ETF | 19,781 | +7,094 | +55.92% | $49.14 | 1.07% | 0.00% | 962,741 | 2025-03-31 | ||||||
| GDX | VANECK GOLD MINERS ETF | 20,101 | -768 | -3.68% | $38.51 | 1.02% | 0.01% | 924,049 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 1,889 | +213 | +12.71% | $505.15 | 0.98% | 0.00% | 885,642 | 2025-03-31 | ||||||
| META | META | 1,536 | +289 | +23.18% | $597.63 | 0.98% | 0.00% | 885,132 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 5,623 | +1,456 | +34.94% | $178.84 | 0.97% | 0.00% | 878,540 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,672 | +1,075 | +180.07% | $538.49 | 0.95% | 0.00% | 859,180 | 2025-03-31 | ||||||
| FITB | FIFTH THIRD BANCORP | 19,985 | +167 | +0.84% | $44.84 | 0.87% | 0.00% | 783,393 | 2025-03-31 | ||||||
| TSLA | TESLA | 2,993 | +143 | +5.02% | $325.97 | 0.86% | 0.00% | 775,666 | 2025-03-31 | ||||||
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 5,644 | -620 | -9.90% | $137.69 | 0.82% | 0.00% | 739,780 | 2025-03-31 | ||||||
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUND | 8,746 | -1,884 | -17.72% | $81.24 | 0.79% | 0.00% | 714,282 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 5,356 | +253 | +4.96% | $116.13 | 0.79% | 0.00% | 710,426 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 4,570 | +479 | +11.71% | $164.05 | 0.78% | 0.00% | 702,073 | 2025-03-31 | ||||||
| PEP | PEPSICO | 4,614 | +41 | +0.90% | $162.90 | 0.77% | 0.00% | 691,786 | 2025-03-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 12,600 | -1,019 | -7.48% | $53.09 | 0.71% | 0.00% | 643,457 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 12,899 | -8,878 | -40.77% | $50.49 | 0.71% | 0.00% | 640,048 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 2,528 | +314 | +14.18% | $283.02 | 0.70% | 0.00% | 636,362 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 2,997 | -332 | -9.97% | $182.01 | 0.70% | 0.00% | 627,905 | 2025-03-31 | ||||||
| SLYV | SPDR(R) S & P 600 SMALL CAP VALUE ETF | 7,874 | +878 | +12.55% | $88.80 | 0.68% | 0.02% | 617,347 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 7,657 | -543 | -6.62% | $86.57 | 0.68% | 0.00% | 615,370 | 2025-03-31 | ||||||
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 13,686 | +1,876 | +15.88% | $45.09 | 0.68% | 0.00% | 610,254 | 2025-03-31 | ||||||
| INTC | INTEL | 26,588 | +12,042 | +82.79% | $22.54 | 0.67% | 0.00% | 603,821 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 4,149 | +390 | +10.38% | $179.52 | 0.67% | 0.00% | 602,170 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 3,513 | +329 | +10.33% | $170.16 | 0.66% | 0.00% | 598,676 | 2025-03-31 | ||||||
| GT | GOODYEAR | 63,944 | +10,929 | +20.61% | $9.09 | 0.65% | 0.02% | 590,843 | 2025-03-31 | ||||||
| GLDM | SPDR GOLD MINISHARES TRUST | 9,508 | -750 | -7.31% | $52.77 | 0.65% | 0.00% | 588,450 | 2025-03-31 | ||||||
| IBM | IBM | 2,333 | -42 | -1.77% | $222.23 | 0.64% | 0.00% | 580,167 | 2025-03-31 | ||||||
| DG | DOLLAR GENERAL | 6,535 | +6,535 | Open | $76.28 | 0.64% | 0.00% | 574,623 | 2025-03-31 | ||||||