Fourth Dimension Wealth, LLC Purchases in Q2 2025

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ARCC
Ares Capital Corp

Financial Services
1.34K
New
$18.91 - $22.43 $25.3K - $30K
1.34K $29.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
100
New
$179.95 - $278.88 $18K - $27.9K
100 $27.9M
MCHP
Microchip Technology Inc

Technology
298
+ 98.68%
$35.34 - $71.6 $10.5K - $21.3K
600 $42.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.17K
+ 9.3%
$22.54 - $23.17 $26.4K - $27.1K
13.8K $316M
Viper Energy
1.24K
+ 42.52%
N/A
4.14K $158M
PAVE
Global X Fds Us Infrastructure

ETFs
499
+ 127.3%
$33.78 - $43.68 $16.9K - $21.8K
891 $38.8M
MRK
Merck & Co., Inc.

Healthcare
446
+ 41.14%
$73.47 - $87.12 $32.8K - $38.9K
1.53K $121M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.35K
+ 1.47%
$43.63 - $45.4 $58.8K - $61.2K
93K $4.15B
AVMU
American Centy ETF Travantis C

ETFs
561
+ 13.61%
$43.44 - $45.67 $24.4K - $25.6K
4.68K $210M
ALCC
Alt C Acquisition Corp.

Financial Services
250
+ 125.0%
N/A
450 $25.2M
FITB
Fifth Third Bancorp

Financial Services
150
+ 2.29%
$33.32 - $41.51 $5K - $6.23K
6.69K $275M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
100
+ 33.33%
$82.32 - $112.47 $8.23K - $11.2K
400 $45M
ON
On Semiconductor Corp

Technology
300
New
$31.95 - $54.21 $9.59K - $16.3K
300 $15.7M
KEY
Keycorp

Financial Services
750
+ 45.45%
$13.23 - $17.42 $9.92K - $13.1K
2.4K $41.8M
MRVL
Marvell Technology, Inc.

Technology
29
+ 4.45%
$49.38 - $79.97 $1.43K - $2.32K
681 $52.7M
TAFI
Ab Active Etfs Inc Tax Aware S
428
+ 1.49%
N/A
29.1K $730M
CARR
Carrier Global Corp

Industrials
142
New
$55.55 - $75.83 $7.89K - $10.8K
142 $10.4M
GRC
Gorman Rupp CO

Industrials
270
New
$31.36 - $39.03 $8.47K - $10.5K
270 $9.91M
Newsmax Inc
650
New
N/A
650 $9.84M
PFE
Pfizer Inc

Healthcare
502
+ 19.78%
$21.59 - $24.84 $10.8K - $12.5K
3.04K $73.7M
Annaly Capital
500
+ 333.33%
N/A
650 $12.2M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
850
+ 149.12%
$2.39 - $6.79 $2.03K - $5.77K
1.42K $9.64M
Rocket Lab
200
New
N/A
200 $7.15M
OTIS
Otis Worldwide Corp

Industrials
71
New
$90.88 - $104.3 $6.45K - $7.41K
71 $7.06M
AZN
Astrazeneca PLC

Healthcare
100
+ 100.0%
$64.87 - $75.0 $6.49K - $7.5K
200 $14M
SHYD
Vaneck Short High Yield Muni E

ETFs
194
+ 1.59%
$21.84 - $22.79 $4.24K - $4.42K
12.4K $280M
F
Ford Motor CO

Consumer Cyclical
15
+ 0.25%
$8.69 - $10.85 $130 - $163
6.1K $66.2M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
46
New
$95.52 - $109.98 $4.39K - $5.06K
46 $4.98M
Ishares Flexible
94
New
N/A
94 $4.97M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
200
+ 39.22%
$22.4 - $23.8 $4.48K - $4.76K
710 $16.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
36
New
$121.58 - $136.74 $4.38K - $4.92K
36 $4.89M
GTLB
Gitlab Inc.

Technology
100
New
$40.52 - $53.43 $4.05K - $5.34K
100 $4.51M
Nyxoah S A
390
New
N/A
390 $2.92M
FLIN
Franklin Templeton ETF Tr

ETFs
1
+ 0.11%
$35.01 - $39.98 $35 - $40
933 $37.2M
RWR
Spdr Dow Jones Reit ETF

ETFs
25
New
$86.33 - $99.71 $2.16K - $2.49K
25 $2.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5
+ 1.27%
$59.24 - $71.39 $296 - $357
400 $28.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5
+ 1.81%
$73.0 - $85.5 $365 - $428
281 $23.6M
IDYA
Ideaya Biosciences, Inc.

Healthcare
50
+ 50.0%
$14.5 - $22.63 $725 - $1.13K
150 $3.15M
TFSL
Tfs Financial Corp

Financial Services
7
+ 0.49%
$11.62 - $13.54 $81.3 - $94.8
1.44K $18.6M
ARRY
Array Technologies, Inc.

Technology
150
New
$3.98 - $8.44 $597 - $1.27K
150 $885K
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.76%
$53.36 - $61.57 $53.4 - $61.6
133 $8.16M
OGN
Organon & Co.

Healthcare
51
New
$8.04 - $14.72 $410 - $751
51 $495K
D
Dominion Energy, Inc

Utilities
1
+ 0.11%
$49.66 - $58.0 $49.7 - $58
899 $50.8M
VTRS
Viatris Inc

Healthcare
29
+ 7.42%
$7.26 - $9.12 $211 - $264
420 $3.75M
FSK
Fs Kkr Capital Corp

Financial Services
27
+ 1.79%
$17.95 - $21.5 $485 - $581
1.53K $31.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2
+ 0.35%
$24.14 - $25.43 $48.3 - $50.9
570 $14.1M
VZ
Verizon Communications Inc

Communication Services
99
+ 3.65%
$41.67 - $45.62 $4.13K - $4.52K
2.81K $122M
MO
Altria Group, Inc.

Consumer Defensive
30
+ 1.29%
$55.56 - $60.91 $1.67K - $1.83K
2.36K $138M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.33%
$98.59 - $109.11 $98.6 - $109
307 $31.9M
Activity Summary
Buys All Purchases 154 New Holdings 30 Increased Positions 124 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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