Fourth Dimension Wealth, LLC Purchases in Q4 2024

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
50.3K
New
$221.69 - $259.02 $11.2M - $13M
50.3K $12.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
173K
New
$69.3 - $74.3 $12M - $12.8M
173K $12.3B
XLK
Technology Sector Spdr

ETFs
44.9K
New
$220.26 - $241.44 $9.88M - $10.8M
44.9K $10.5B
VUG
Vanguard Growth ETF

ETFs
20.7K
New
$378.79 - $428.11 $7.85M - $8.88M
20.7K $8.51B
NVDA
Nvidia Corp

Technology
48.5K
New
$117.0 - $148.88 $5.67M - $7.22M
48.5K $6.52B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
15K
New
$417.69 - $450.94 $6.25M - $6.75M
15K $6.37B
JMBS
Janus Detroit Str Tr Henderson

ETFs
140K
New
$44.03 - $46.65 $6.16M - $6.53M
140K $6.18B
AMZN
Amazon Com Inc

Consumer Cyclical
25.4K
New
$180.88 - $232.93 $4.6M - $5.92M
25.4K $5.62B
VTV
Vanguard Value ETF

ETFs
32.6K
New
$168.32 - $181.87 $5.49M - $5.93M
32.6K $5.52B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
43.6K
New
$111.85 - $120.71 $4.88M - $5.27M
43.6K $5.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.44K
New
$481.22 - $538.17 $3.58M - $4M
7.44K $3.85B
XLV
Select Sector Spdr Fund Health

ETFs
26.4K
New
$136.28 - $154.74 $3.6M - $4.08M
26.4K $3.65B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106K
New
$34.13 - $37.35 $3.61M - $3.95M
106K $3.61B
XLF
Financial Sector Spdr

ETFs
72.4K
New
$44.89 - $51.34 $3.25M - $3.72M
72.4K $3.51B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
75.9K
New
$45.38 - $46.88 $3.44M - $3.56M
75.9K $3.46B
SPTS
Spdr Portfolio Short Term Trea

ETFs
104K
New
$28.88 - $29.33 $3M - $3.05M
104K $3.01B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
84.6K
New
$34.21 - $38.73 $2.89M - $3.28M
84.6K $2.89B
XLY
Select Sector Spdr Consumer Di

ETFs
12.9K
New
$194.8 - $239.43 $2.5M - $3.08M
12.9K $2.88B
XLC
Select Sector Spdr Tr Communic

ETFs
27K
New
$89.66 - $102.16 $2.42M - $2.76M
27K $2.62B
AVSC
American Centy ETF Tr Avantis
47.7K
New
$52.7 - $59.57 $2.51M - $2.84M
47.7K $2.59B
GLD
Spdr Gold Trust

ETFs
10K
New
$236.59 - $257.5 $2.37M - $2.58M
10K $2.42B
VTI
Vanguard Total Stock Market Et

ETFs
7.62K
New
$280.04 - $302.45 $2.13M - $2.3M
7.62K $2.21B
XLE
Energy Sector Spdr

ETFs
23.4K
New
$83.32 - $97.27 $1.95M - $2.27M
23.4K $2.02B
MSFT
Microsoft Corp

Technology
4.69K
New
$406.35 - $454.46 $1.91M - $2.13M
4.69K $2B
XLI
Industrial Sector Spdr

ETFs
14.9K
New
$131.76 - $143.99 $1.97M - $2.15M
14.9K $1.97B
XLP
Consumer Staples Sector Spdr

ETFs
23.5K
New
N/A
23.5K $1.85B
SPIB
Spdr Portfolio Intermediate Te

ETFs
56.1K
New
$32.65 - $33.68 $1.83M - $1.89M
56.1K $1.84B
IEFA
Ishares Tr

ETFs
24.3K
New
$70.06 - $77.43 $1.71M - $1.88M
24.3K $1.71B
SPTL
Spdr Portfolio Long Term Treas

ETFs
61.6K
New
$26.05 - $29.17 $1.6M - $1.8M
61.6K $1.61B
NFLX
Netflix Inc

Communication Services
1.71K
New
$687.65 - $936.56 $1.17M - $1.6M
1.71K $1.52B
SPYG
Spdr Portfolio

ETFs
15.8K
New
$81.74 - $91.38 $1.29M - $1.45M
15.8K $1.5B
KBE
Spdr S&P Bank ETF

ETFs
26.7K
New
$51.33 - $62.76 $1.37M - $1.68M
26.7K $1.48B
META
Meta Platforms, Inc.

Communication Services
2.26K
New
$554.08 - $632.68 $1.25M - $1.43M
2.26K $1.32B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.4K
New
$50.62 - $50.97 $1.18M - $1.19M
23.4K $1.19B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
8.18K
New
$125.5 - $148.67 $1.03M - $1.22M
8.18K $1.08B
XLU
Utilities Sector Spdr

ETFs
13.1K
New
$74.89 - $82.93 $983K - $1.09M
13.1K $994M
FLMX
Franklin Templeton ETF Tr

ETFs
42.8K
New
$23.0 - $27.58 $984K - $1.18M
42.8K $984M
LLY
Eli Lilly & CO

Healthcare
1.26K
New
$727.2 - $932.06 $916K - $1.17M
1.26K $973M
MEAR
Blackrock Short Maturity Munic

ETFs
18.6K
New
$49.94 - $50.28 $929K - $936K
18.6K $929M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.9K
New
$51.09 - $55.27 $811K - $878K
15.9K $884M
GOOGL
Alphabet Inc.

Communication Services
4.61K
New
$161.86 - $196.66 $747K - $907K
4.61K $883M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.8K
New
$50.67 - $50.9 $852K - $856K
16.8K $853M
MBB
Ishares Tr

ETFs
8.96K
New
$91.26 - $95.82 $817K - $858K
8.96K $821M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
35K
New
$22.21 - $24.22 $776K - $847K
35K $777M
AMD
Advanced Micro Devices Inc

Technology
6.4K
New
$118.88 - $172.8 $760K - $1.11M
6.4K $772M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.6K
New
$264.18 - $304.19 $687K - $792K
2.6K $729M
IEMG
Ishares Inc

ETFs
13.9K
New
N/A
13.9K $728M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9K
New
$77.86 - $79.27 $701K - $714K
9K $702M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.2K
New
$44.33 - $49.55 $631K - $705K
14.2K $690M
Activity Summary
Buys All Purchases 628 New Holdings 628 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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