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  Name: FourThought Financial Partners LLC
  City: VENICE
  State: FL
  Zip: 34285
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $797,457,000
  Total Value Change : $81,837,000
  Securities Held Change : 14
   
All Securities Held : 325
  New Positions : 19
  Closed Positions : 9
  Increased Positions : 116
  Unchanged Positions : 26
  Decreased Positions : 164

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Holdings Found : 19     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSCI)1 Year Chart         MSCI Msci Inc 85 New $485.16 $2,162,000 3,822 0.27% 2,162,000 3,822 0.005    Business Services
   (KYN)1 Year Chart         KYN Kayne Anderson Mlp Investme... 89 New $9.83 $2,024,000 230,564 0.25% 2,024,000 230,564 0.182    Closed - End Fund - Debt
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 248 New $141.04 $290,000 2,243 0.04% 290,000 2,243 0.001    Sporting and Park Ent...
   (SSB)1 Year Chart         SSB South State Corporation 250 New $81.16 $286,000 3,391 0.04% 286,000 3,391 0    Domestic Regional Banks
   (UFPI)1 Year Chart         UFPI Ufp Industries inc 264 New $40.21 $266,000 2,118 0.03% 266,000 2,118 0    Lumber,Wood Production
   (SYY)1 Year Chart         SYY SYSCO Corp 267 New $76.17 $262,000 3,580 0.03% 262,000 3,580 0.001    Food Wholesale
   (COLB)1 Year Chart         COLB Columbia Banking System Inc 284 New $20.32 $233,000 8,748 0.03% 233,000 8,748 0    Savings & Loans
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 296 New $157.58 $217,000 1,400 0.03% 217,000 1,400 0.002    Domestic Money Center...
   (WLK)1 Year Chart         WLK Westlake Chemical Corp 298 New $158.15 $217,000 1,552 0.03% 217,000 1,552 0    Specialty Chemicals
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 297 New $287.48 $217,000 798 0.03% 217,000 798 0    Technical & System So...
   (IT)1 Year Chart         IT Gartner Inc 299 New $439.27 $215,000 476 0.03% 215,000 476 0.001    Management Services
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 301 New $161.40 $213,000 1,424 0.03% 213,000 1,424 0.001    Closed - End Fund - E...
   (MHO)1 Year Chart         MHO M I Schottenstein Homes Inc 303 New $123.41 $208,000 1,508 0.03% 208,000 1,508 0.012    Residential Construct...
   (FIBK)1 Year Chart         FIBK First Interstate Bancsystem... 304 New $27.75 $208,000 6,774 0.03% 208,000 6,774 0    Domestic Regional Banks
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 306 New $55.46 $205,000 3,554 0.03% 205,000 3,554 0    Beverage Soft Drinks...
   (NDSN)1 Year Chart         NDSN Nordson Corp 308 New $278.89 $204,000 772 0.03% 204,000 772 0.001    Diversified Machinery
   (XLK)1 Year Chart         XLK SPDR Technology Sector 310 New $205.54 $201,000 1,045 0.03% 201,000 1,045 0    Closed - End Fund - E...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 309 New $509.82 $201,000 362 0.03% 201,000 362 0.002    Diagnostic Substances
   (KN)1 Year Chart         KN Knowles Corp 314 New $17.25 $188,000 10,524 0.02% 188,000 10,524 0.011    Communication Equipment

      19 Records Found
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