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
MDT
Medtronic PLC

Healthcare
1
+ 0.14%
$79.84 - $94.5 $79.8 - $94.5
703 $63.1M
Ishares Bitcoin
150
New
N/A
150 $7.02M
AOR
Ishares Tr Core Growth Allocat

ETFs
121
+ 1100.0%
$56.63 - $59.39 $6.85K - $7.19K
132 $7.6M
IWN
Ishares Russell2000 Val ETF

ETFs
50
+ 79.37%
$149.27 - $169.4 $7.46K - $8.47K
113 $17.1M
XSW
Spdr S&P Software & Services E

ETFs
100
New
$159.76 - $197.42 $16K - $19.7K
100 $16M
MGV
Vanguard Mega Cap Value

ETFs
50
New
$123.61 - $133.01 $6.18K - $6.65K
50 $6.44M
Super Micro
35
+ 2.56%
N/A
1.4K $47.9M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
100
New
$60.05 - $72.21 $6.01K - $7.22K
100 $6.28M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
77
+ 0.46%
$50.72 - $50.92 $3.91K - $3.92K
16.9K $859M
Rubrik Inc
100
New
N/A
100 $6.1M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.66%
$90.32 - $109.27 $181 - $219
306 $33.4M
SO
Southern CO

Utilities
393
+ 262.0%
$80.96 - $92.96 $31.8K - $36.5K
543 $49.9M
SKYY
First Trust Cloud Computing Et

ETFs
50
New
$102.23 - $131.18 $5.11K - $6.56K
50 $5.11M
CAT
Caterpillar Inc

Industrials
39
+ 16.53%
$326.75 - $407.63 $12.7K - $15.9K
275 $90.7M
Tempus Ai
100
New
N/A
100 $4.82M
ALCC
Alt C Acquisition Corp.

Financial Services
200
New
N/A
200 $4.33M
COIN
Coinbase Global, Inc.

Technology
25
New
$172.23 - $301.3 $4.31K - $7.53K
25 $4.31M
CFG
Citizens Financial Group Inc

Financial Services
100
New
$39.73 - $48.36 $3.97K - $4.84K
100 $4.1M
JHMM
John Hancock Multifactor Mid C

ETFs
101
+ 14.41%
$55.69 - $63.12 $5.62K - $6.38K
802 $46M
PLL
Piedmont Lithium Inc.

Basic Materials
800
+ 200.0%
$6.3 - $9.91 $5.04K - $7.93K
1.2K $7.56M
SMR
Nuscale Power Corp

Industrials
250
New
$14.16 - $29.08 $3.54K - $7.27K
250 $3.54M
MS
Morgan Stanley

Financial Services
35
+ 53.85%
$111.68 - $141.08 $3.91K - $4.94K
100 $11.7M
IONQ
Ion Q, Inc.

Technology
150
New
$18.27 - $51.07 $2.74K - $7.66K
150 $3.31M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
42
+ 26.58%
$78.0 - $84.37 $3.28K - $3.54K
200 $16M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
50
New
$62.72 - $71.92 $3.14K - $3.6K
50 $3.15M
Sandisk Corp
63
New
N/A
63 $3M
D
Dominion Energy, Inc

Utilities
2
+ 0.22%
$52.85 - $57.43 $106 - $115
898 $50.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50
+ 5.97%
$27.01 - $28.54 $1.35K - $1.43K
887 $24.8M
Sailpoint Inc
100
New
N/A
100 $1.88M
STZ
Constellation Brands, Inc.

Consumer Defensive
50
+ 25.0%
$161.05 - $222.93 $8.05K - $11.1K
250 $45.9M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
93
+ 0.4%
$24.41 - $24.65 $2.27K - $2.29K
23.5K $575M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 5.7%
$551.42 - $612.93 $8.27K - $9.19K
278 $156M
F
Ford Motor CO

Consumer Cyclical
31
+ 0.51%
$9.12 - $10.43 $283 - $323
6.09K $61.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35
+ 44.87%
$25.77 - $27.6 $902 - $966
113 $3M
T Rowe
30
New
N/A
30 $968K
EQAL
Invesco ETF

ETFs
25
+ 10.0%
$46.28 - $50.51 $1.16K - $1.26K
275 $13M
DTE
Dte Energy CO

Utilities
50
New
$117.6 - $138.27 $5.88K - $6.91K
50 $6.91M
SMTC
Semtech Corp

Technology
22
New
$31.44 - $77.15 $692 - $1.7K
22 $757K
ES
Eversource Energy

Utilities
142
New
$55.63 - $63.8 $7.9K - $9.06K
142 $8.82M
MTH
Meritage Homes Corp

Consumer Cyclical
995
+ 118.03%
$69.41 - $152.01 $69.1K - $151K
1.84K $130M
Outset Medical
37
New
N/A
37 $409K
ZETA
Zeta Global Holdings Corp.

Technology
25
New
$13.56 - $24.69 $339 - $617
25 $339K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.01%
$22.25 - $23.0 $22.3 - $23
12.6K $289M
HOOD
Robinhood Markets, Inc.

Technology
0
New
$35.63 - $65.28 $0 - $0
0 $0
Gorilla Technology
0
New
N/A
0 $0
GENI
Genius Sports LTD

Communication Services
0
New
$8.32 - $11.08 $0 - $0
0 $0
CVS
Cvs Health Corp

Healthcare
0
New
$44.22 - $68.64 $0 - $0
0 $0
Sirius Xm
1
+ 1.64%
N/A
62 $1.39M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
31
+ 11.52%
$68.07 - $78.99 $2.11K - $2.45K
300 $20.4M
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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