4WEALTH ADVISORS, INC.
CIK 2056676 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- MPRO4.36%
- JEPI3.68%
- AAPL2.92%
- GOVT2.71%
- VGSH2.64%
- JEPQ2.53%
- NVDA2.37%
- VCIT2.19%
- VCSH2.10%
- SGOV2.07%
Share classes counted separately27.57%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MPROMONARCH PROCAP INDEX ETFMONARCH PROCAP I View history and evidence | $4.26M | 4.36% | 148.99K shares | Prior unavailable — | — | ↗▾ |
| 02 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $3.60M | 3.68% | 62.55K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $2.86M | 2.92% | 11.40K shares | Prior unavailable — | — | ↗▾ |
| 04 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $2.65M | 2.71% | 115.12K shares | Prior unavailable — | — | ↗▾ |
| 05 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $2.58M | 2.64% | 44.31K shares | Prior unavailable — | — | ↗▾ |
| 06 | JEPQJPM NASDAQ EQUITY PREMIUMNASDAQ EQT PREM View history and evidence | $2.48M | 2.53% | 43.97K shares | Prior unavailable — | — | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $2.32M | 2.37% | 17.27K shares | Prior unavailable — | — | ↗▾ |
| 08 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $2.14M | 2.19% | 26.65K shares | Prior unavailable — | — | ↗▾ |
| 09 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $2.05M | 2.10% | 26.31K shares | Prior unavailable — | — | ↗▾ |
| 10 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $2.02M | 2.07% | 20.16K shares | Prior unavailable — | — | ↗▾ |
Options overlay 2
$2.04M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 2.60K | $1.52M | — | ▾ |
QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | Put | 1.00K | $511.23K | — | ▾ |
2 / 2 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056676 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 99836991
}Research all 143 reported holdings.
This page includes 30 of 143 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 143 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2056676","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2056676","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.