0001765380-23-000171.txt : 20230811 0001765380-23-000171.hdr.sgml : 20230811 20230811085624 ACCESSION NUMBER: 0001765380-23-000171 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FourThought Financial Partners, LLC CENTRAL INDEX KEY: 0001956790 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22831 FILM NUMBER: 231161719 BUSINESS ADDRESS: STREET 1: 310 W. VENICE AVENUE STREET 2: SUITE 201 CITY: VENICE STATE: FL ZIP: 34285 BUSINESS PHONE: 941-408-8557 MAIL ADDRESS: STREET 1: 310 W. VENICE AVENUE STREET 2: SUITE 201 CITY: VENICE STATE: FL ZIP: 34285 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001956790 XXXXXXXX 06-30-2023 06-30-2023 FourThought Financial Partners, LLC

310 W. VENICE AVENUE SUITE 201 VENICE FL 34285

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SH SOLE 1953 0 0 HERCULES CAPITAL INC COM CEF 427096508 277470 18747 SH SOLE 18747 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 4061623 41466 SH SOLE 41466 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 4691015 91034 SH SOLE 91034 0 0 GLOBANT S A COM Stock L44385109 353150 1965 SH SOLE 1965 0 0 EATON CORP PLC SHS Stock G29183103 234080 1164 SH SOLE 1164 0 0 CRANE NXT CO COM Stock 224441105 259307 4594 SH SOLE 4594 0 0 VANGUARD SHORT-TERM BOND ETF ETF 921937827 977800 12939 SH SOLE 12939 0 0 LAM RESEARCH CORP COM Stock 512807108 13118466 20406 SH SOLE 20406 0 0 LATTICE SEMICONDUCTOR CORP COM Stock 518415104 231433 2409 SH SOLE 2409 0 0 LITTELFUSE INC COM Stock 537008104 572264 1964 SH SOLE 1964 0 0 ONTO INNOVATION INC COM Stock 683344105 243073 2087 SH SOLE 2087 0 0 PHILIP MORRIS INTL INC COM Stock 718172109 622913 6381 SH SOLE 6381 0 0 SYNOPSYS INC COM Stock 871607107 213786 491 SH SOLE 491 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 4697589 73457 SH SOLE 73457 0 0 REALTY INCOME CORP COM REIT 756109104 2520575 42157 SH SOLE 42157 0 0 ALTRIA GROUP INC COM Stock 02209S103 385911 8519 SH SOLE 8519 0 0 DOMINION ENERGY INC COM Stock 25746U109 323895 6254 SH SOLE 6254 0 0 CITIGROUP INC COM NEW Stock 172967424 306212 6651 SH SOLE 6651 0 0 EXXON MOBIL CORP COM Stock 30231G102 3307764 30841 SH SOLE 30841 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 7394120 15383 SH SOLE 15383 0 0 PRICE T ROWE GROUP INC COM Stock 74144T108 237332 2118 SH SOLE 2118 0 0 LOWES COS INC COM Stock 548661107 13181748 58403 SH SOLE 58403 0 0 DEERE & CO COM Stock 244199105 667612 1647 SH SOLE 1647 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 265669 3448 SH SOLE 3448 0 0 NOVO-NORDISK A S ADR ADR 670100205 459410 2838 SH SOLE 2838 0 0 SAP SE SPON ADR ADR 803054204 255464 1867 SH SOLE 1867 0 0 TELLURIAN INC NEW COM Stock 87968A104 65565 46500 SH SOLE 46500 0 0 RELX PLC SPONSORED ADR ADR 759530108 291147 8709 SH SOLE 8709 0 0 NASDAQ INC COM Stock 631103108 235691 4728 SH SOLE 4728 0 0 ACTIVISION BLIZZARD INC COM Stock 00507V109 221601 2628 SH SOLE 2628 0 0 CROWN CASTLE INC COM REIT 22822V101 2613597 22938 SH SOLE 22938 0 0 ISHARES CHINA LARGE-CAP ETF ETF 464287184 280459 10314 SH SOLE 10314 0 0 BLACKROCK INC COM Stock 09247X101 10586073 15316 SH SOLE 15316 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 502489 1921 SH SOLE 1921 0 0 HOULIHAN LOKEY INC CL A Stock 441593100 880623 8957 SH SOLE 8957 0 0 APPLE INC COM Stock 037833100 34562083 178182 SH SOLE 178182 0 0 ABBOTT LABS COM Stock 002824100 14573585 133678 SH SOLE 133678 0 0 DISNEY WALT CO COM Stock 254687106 516506 5785 SH SOLE 5785 0 0 INSULET CORP COM Stock 45784P101 723733 2510 SH SOLE 2510 0 0 BOOKING HOLDINGS INC COM Stock 09857L108 318639 118 SH SOLE 118 0 0 MARSH & MCLENNAN COS INC COM Stock 571748102 283783 1508 SH SOLE 1508 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 358107 2268 SH SOLE 2268 0 0