• 13F History

4WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$97.8M
Signature - Title
Peter Recchia - CEO & CCO
Location
Burr Ridge, IL
Summary
This page shows a list of all the recent 13F filings made by 4WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 4WEALTH ADVISORS, INC. reported 141 stock holdings with total value $97.8M as of Q4 2024. Top holdings included MPRO, JEPI, AAPL, GOVT, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 141 $97.8M $0 $0 MPRO, JEPI, AAPL, GOVT, VGSH 13F-HR 2/14/2025, 12:12 PM