Fourth Dimension Wealth, LLC Purchases in Q1 2025

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
66.4K
+ 47.46%
$43.53 - $45.42 $2.89M - $3.02M
206K $9.33B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44.5K
New
$64.88 - $72.1 $2.89M - $3.21M
44.5K $2.93B
EEM
Ishares Msci Emerging Markets

ETFs
53.9K
New
$40.81 - $45.34 $2.2M - $2.44M
53.9K $2.36B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
77.6K
+ 43.21%
$27.64 - $28.58 $2.14M - $2.22M
257K $7.35B
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.3K
+ 21364.15%
$169.43 - $182.84 $1.92M - $2.07M
11.4K $1.97B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
16.7K
+ 33328.0%
$91.68 - $109.93 $1.53M - $1.83M
16.7K $1.57B
SPTS
Spdr Portfolio Short Term Trea

ETFs
46.8K
+ 45.08%
$28.92 - $29.24 $1.35M - $1.37M
151K $4.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.2K
+ 265.12%
$57.21 - $65.8 $1.16M - $1.33M
27.9K $1.63B
IXUS
Ishares Tr

ETFs
15.5K
New
$65.06 - $72.31 $1.01M - $1.12M
15.5K $1.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.33K
+ 417.5%
$102.49 - $119.96 $956K - $1.12M
11.6K $1.21B
USFR
Wisdomtree Floating Rate Treas

ETFs
17.6K
New
$50.29 - $50.5 $884K - $888K
17.6K $885M
SPIB
Spdr Portfolio Intermediate Te

ETFs
24.7K
+ 43.98%
$32.5 - $33.3 $802K - $822K
80.8K $2.69B
SPTL
Spdr Portfolio Long Term Treas

ETFs
26.7K
+ 43.41%
$25.54 - $27.64 $683K - $739K
88.3K $2.41B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
15.8K
+ 20.83%
$44.81 - $46.22 $708K - $730K
91.7K $4.13B
MSFT
Microsoft Corp

Technology
2.3K
+ 48.95%
$375.39 - $447.2 $862K - $1.03M
6.99K $2.62B
XLF
Financial Sector Spdr

ETFs
8.84K
+ 12.2%
$47.32 - $52.19 $418K - $461K
81.3K $4.05B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.37K
+ 468300.0%
$50.87 - $51.09 $476K - $479K
9.37K $478M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.02K
+ 36563.64%
$110.75 - $119.78 $445K - $482K
4.03K $466M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.07K
+ 38.8%
$50.48 - $51.04 $458K - $463K
32.4K $1.65B
VEA
Vanguard Ftse Developed Market

ETFs
8.39K
+ 883.47%
$47.4 - $52.99 $398K - $445K
9.34K $475M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.18K
+ 7.89%
$408.78 - $448.82 $483K - $530K
16.2K $6.78B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
14.6K
+ 41.86%
$21.73 - $23.02 $318K - $337K
49.6K $1.12B
LLY
Eli Lilly & CO

Healthcare
318
+ 25.24%
$725.72 - $929.72 $231K - $296K
1.58K $1.3B
META
Meta Platforms, Inc.

Communication Services
498
+ 22.02%
$576.36 - $736.67 $287K - $367K
2.76K $1.59B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.76K
+ 53.1%
$91.45 - $91.75 $252K - $253K
7.95K $729M
EBND
Spdr Bloomberg Emerging Market

ETFs
9K
+ 41.74%
$19.47 - $20.36 $175K - $183K
30.6K $613M
IGM
Ishares Expanded Tech Sector E

ETFs
2.2K
+ 111.07%
$90.67 - $108.46 $199K - $238K
4.18K $379M
NFLX
Netflix Inc

Communication Services
110
+ 6.45%
$828.4 - $1058.6 $91.1K - $116K
1.82K $1.69B
AAPL
Apple Inc.

Technology
7.22K
+ 14.34%
$209.68 - $247.1 $1.51M - $1.78M
57.6K $12.8B
MLN
Vaneck Long Muni ETF

ETFs
10.2K
+ 47.35%
$17.22 - $18.0 $175K - $183K
31.6K $549M
IEFA
Ishares Tr

ETFs
289
+ 1.19%
$69.57 - $78.65 $20.1K - $22.7K
24.6K $1.86B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
504
New
$233.07 - $290.7 $117K - $147K
504 $136M
TAFI
Ab Active Etfs Inc Tax Aware S
5.21K
+ 22.2%
N/A
28.7K $719M
UBER
Uber Technologies, Inc

Technology
1.74K
+ 393.88%
$63.17 - $81.49 $110K - $142K
2.18K $159M
Viper Energy
2.91K
New
N/A
2.91K $131M
DE
Deere & CO

Industrials
240
+ 88.89%
$408.57 - $509.27 $98.1K - $122K
510 $239M
VTV
Vanguard Value ETF

ETFs
50
+ 0.15%
$167.73 - $179.21 $8.39K - $8.96K
32.7K $5.65B
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6.31K
New
$18.53 - $29.07 $117K - $183K
6.31K $120M
RJF
Raymond James Financial Inc

Financial Services
855
New
$137.62 - $172.64 $118K - $148K
855 $119M
BDC
Belden Inc.

Technology
1.17K
New
$99.82 - $122.07 $117K - $143K
1.17K $117M
XLC
Select Sector Spdr Tr Communic

ETFs
1.31K
+ 4.86%
$94.84 - $105.31 $125K - $138K
28.3K $2.73B
BAX
Baxter International Inc

Healthcare
3.24K
+ 1617.5%
$29.26 - $36.57 $94.7K - $118K
3.44K $118M
BAC
Bank Of America Corp

Financial Services
2.66K
+ 556.28%
$39.61 - $47.74 $105K - $127K
3.14K $131M
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 36.05%
$890.62 - $1076.86 $82.8K - $100K
351 $331M
SPYG
Spdr Portfolio

ETFs
3.97K
+ 25.09%
$80.05 - $92.39 $318K - $367K
19.8K $1.59B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
3.65K
+ 39.68%
$23.71 - $24.2 $86.5K - $88.3K
12.8K $306M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.65K
+ 11.63%
$39.18 - $43.52 $64.8K - $72K
15.9K $665M
MOH
Molina Healthcare, Inc.

Healthcare
200
+ 45.45%
$266.57 - $333.27 $53.3K - $66.7K
640 $211M
AL
Air Lease Corp

Industrials
1.66K
+ 153.62%
$43.38 - $51.13 $71.8K - $84.7K
2.73K $132M
Activity Summary
Buys All Purchases 175 New Holdings 53 Increased Positions 122 Sells All Sells 94 Reductions 91 Sold out 3 Options Calls 0 Puts 0
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