Fourth Dimension Wealth, LLC Purchases in Q3 2025

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 18.36%
$56.02 - $60.3 $101K - $109K
11.6K $696M
VIG
Vanguard Dividend Appreciation

ETFs
608
+ 10133.33%
N/A
614 $132M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3.97K
+ 7.07%
$21.99 - $23.38 $87.4K - $92.9K
60.1K $1.39B
XLU
Utilities Sector Spdr

ETFs
473
+ 3.45%
$81.14 - $87.32 $38.4K - $41.3K
14.2K $1.24B
APP
App Lovin Corp

Technology
50
+ 25.0%
$335.1 - $718.54 $16.8K - $35.9K
250 $180M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.44K
+ 130.47%
$72.57 - $74.72 $105K - $108K
2.55K $190M
IEMG
Ishares Inc

ETFs
434
+ 3.28%
N/A
13.7K $900M
XLE
Energy Sector Spdr

ETFs
470
+ 3.32%
$84.25 - $91.99 $39.6K - $43.2K
14.6K $1.31B
Kodiak Gas
2.5K
+ 53.99%
N/A
7.14K $264M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
193
+ 4.49%
$148.97 - $165.88 $28.8K - $32K
4.5K $740M
HLI
Houlihan Lokey, Inc.

Financial Services
300
+ 33.41%
$181.55 - $209.19 $54.5K - $62.8K
1.2K $246M
IWR
Ishares Russell Mid Cap ETF

ETFs
850
+ 461.96%
$92.26 - $97.51 $78.4K - $82.9K
1.03K $99.8M
MU
Micron Technology Inc

Technology
1
+ 0.06%
$104.88 - $168.89 $105 - $169
1.75K $292M
RJF
Raymond James Financial Inc

Financial Services
321
+ 30.48%
$154.64 - $176.43 $49.6K - $56.6K
1.37K $237M
GE
General Electric CO

Industrials
250
New
$244.75 - $305.63 $61.2K - $76.4K
250 $75.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.48K
+ 7.39%
$50.23 - $50.48 $74.1K - $74.5K
21.4K $1.08B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.08%
$224.68 - $282.71 $225 - $283
1.32K $367M
OLED
Universal Display Corp Pa

Technology
523
+ 44.51%
$134.16 - $161.44 $70.2K - $84.4K
1.7K $244M
BAC
Bank Of America Corp

Financial Services
719
+ 16.87%
$44.92 - $52.42 $32.3K - $37.7K
4.98K $257M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.07K
+ 22.08%
$50.82 - $51.09 $54.5K - $54.8K
5.93K $303M
XLRE
Select Sector Spdr Tr Real Est

ETFs
985
+ 5.63%
$40.94 - $42.85 $40.3K - $42.2K
18.5K $778M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.31K
+ 5.59%
$22.84 - $22.95 $52.7K - $52.9K
43.6K $1B
T
At&T Inc.

Communication Services
2.13K
+ 14.41%
$26.94 - $29.62 $57.4K - $63.1K
16.9K $478M
UBER
Uber Technologies, Inc

Technology
374
+ 13.44%
$86.91 - $99.57 $32.5K - $37.2K
3.16K $309M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.23K
+ 6.49%
$20.95 - $21.57 $46.7K - $48.1K
36.6K $781M
WELL
Welltower Inc.

Real Estate
7
+ 0.4%
$150.71 - $178.14 $1.05K - $1.25K
1.77K $314M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
195
+ 9.8%
$133.48 - $144.38 $26K - $28.2K
2.18K $311M
KR
Kroger CO

Consumer Defensive
625
New
$64.52 - $74.35 $40.3K - $46.5K
625 $42.1M
RGTI
Rigetti Computing, Inc.

Technology
640
+ 50.79%
$11.33 - $32.1 $7.25K - $20.5K
1.9K $56.6M
Onestream Inc
5.47K
+ 88.93%
N/A
11.6K $214M
XLB
Select Sector Spdr Fd Material

ETFs
301
+ 4.3%
$86.72 - $92.61 $26.1K - $27.9K
7.31K $655M
COF
Capital One Financial Corp

Financial Services
186
+ 21.23%
$207.29 - $229.74 $38.6K - $42.7K
1.06K $226M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.07%
$158.59 - $198.69 $159 - $199
1.42K $274M
UNH
Unitedhealth Group Inc

Healthcare
85
+ 68.0%
$237.77 - $353.61 $20.2K - $30.1K
210 $72.5M
XLP
Consumer Staples Sector Spdr

ETFs
1.09K
+ 5.29%
N/A
21.7K $1.7B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.03K
+ 7.05%
$24.08 - $24.56 $24.7K - $25.2K
15.6K $382M
CVX
Chevron Corp

Energy
153
+ 56.67%
$145.57 - $161.83 $22.3K - $24.8K
423 $65.7M
IAU
Ishares Gold Trust

ETFs
349
+ 436.25%
$61.62 - $72.77 $21.5K - $25.4K
429 $31.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
201
+ 3.64%
$81.75 - $84.54 $16.4K - $17K
5.72K $481M
AGNC
Agnc Investment Corp.

Real Estate
2.2K
+ 78.57%
$9.2 - $10.37 $20.2K - $22.8K
5K $49M
MLN
Vaneck Long Muni ETF

ETFs
172
+ 0.54%
$16.52 - $17.5 $2.84K - $3.01K
32.2K $563M
CRM
Salesforce, Inc.

Technology
148
+ 39.36%
$231.66 - $273.65 $34.3K - $40.5K
524 $124M
QBTS
D Wave Quantum Inc.

Technology
200
+ 14.29%
$14.81 - $27.72 $2.96K - $5.54K
1.6K $39.5M
HOOD
Robinhood Markets, Inc.

Technology
125
New
$91.27 - $143.18 $11.4K - $17.9K
125 $17.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
100
+ 25.0%
$110.74 - $122.12 $11.1K - $12.2K
500 $60.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
633
+ 89.15%
$23.54 - $23.97 $14.9K - $15.2K
1.34K $32.2M
Ishares Flexible
283
+ 301.06%
N/A
377 $20.1M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
131
+ 284.78%
$108.77 - $115.6 $14.2K - $15.1K
177 $20M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
106
+ 294.44%
$136.48 - $142.97 $14.5K - $15.2K
142 $19.9M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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