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
Annaly Capital
2.15K
New
N/A
2.15K $39.3M
NVS
Novartis Ag

Healthcare
400
New
$96.78 - $117.18 $38.7K - $46.9K
400 $38.9M
COP
Conocophillips

Energy
390
New
$95.12 - $114.72 $37.1K - $44.7K
390 $38.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
449
New
$77.25 - $91.3 $34.7K - $41K
449 $38.3M
VAW
Vanguard Materials ETF

ETFs
204
New
$186.91 - $215.32 $38.1K - $43.9K
204 $38.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
428
New
$53.94 - $58.15 $23.1K - $24.9K
428 $38.2M
IOT
Samsara Inc.

Technology
871
New
$42.67 - $56.35 $37.2K - $49.1K
871 $38.1M
ADP
Automatic Data Processing Inc

Industrials
129
New
$280.08 - $307.97 $36.1K - $39.7K
129 $37.8M
FLIN
Franklin Templeton ETF Tr

ETFs
990
New
$37.75 - $41.62 $37.4K - $41.2K
990 $37.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
664
New
$55.45 - $61.08 $36.8K - $40.6K
664 $36.8M
PSCT
Invesco S&P Smallcap Informati

ETFs
755
New
$45.45 - $51.38 $34.3K - $38.8K
755 $36M
ORCL
Oracle Corp

Technology
216
New
$165.41 - $192.43 $35.7K - $41.6K
216 $36M
BSX
Boston Scientific Corp

Healthcare
400
New
$83.62 - $91.5 $33.4K - $36.6K
400 $35.7M
EMR
Emerson Electric CO

Industrials
106
New
$108.13 - $134.33 $11.5K - $14.2K
106 $34.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
New
$173.13 - $258.09 $26K - $38.7K
150 $34.6M
O
Realty Income Corp

Real Estate
641
New
$51.76 - $64.71 $33.2K - $41.5K
641 $34.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
265
New
$124.26 - $134.12 $32.9K - $35.5K
265 $34.1M
MSI
Motorola Solutions, Inc.

Technology
73
New
$449.08 - $504.6 $32.8K - $36.8K
73 $33.7M
FANG
Diamondback Energy, Inc.

Energy
200
New
$153.06 - $199.5 $30.6K - $39.9K
200 $32.8M
FSK
Fs Kkr Capital Corp

Financial Services
1.51K
New
$19.71 - $22.22 $29.7K - $33.5K
1.51K $32.7M
BNDX
Vanguard Total International B

ETFs
664
New
$48.91 - $50.61 $32.5K - $33.6K
664 $32.6M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.6K
New
$19.82 - $21.55 $31.6K - $34.4K
1.6K $31.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
397
New
$77.02 - $78.58 $30.6K - $31.2K
397 $30.7M
AXON
Axon Enterprise, Inc.

Industrials
51
New
$399.22 - $689.78 $20.4K - $35.2K
51 $30.3M
SHOP
Shopify Inc.

Technology
280
New
$78.14 - $119.49 $21.9K - $33.5K
280 $29.8M
URI
United Rentals, Inc.

Industrials
0
New
$704.44 - $880.32 $0 - $0
0 $29.6M
ETR
Entergy Corp

Utilities
390
New
$73.19 - $156.4 $28.5K - $61K
390 $29.6M
ET
Energy Transfer LP

Energy
1.5K
New
$16.05 - $19.86 $24.1K - $29.8K
1.5K $29.4M
CSX
Csx Corp

Industrials
900
New
$31.58 - $36.88 $28.4K - $33.2K
900 $29M
MPWR
Monolithic Power Systems Inc

Technology
49
New
$560.06 - $942.58 $27.4K - $46.2K
49 $29M
NSA
National Storage Affiliates Trust

Real Estate
750
New
$37.2 - $47.44 $27.9K - $35.6K
750 $28.4M
NSC
Norfolk Southern Corp

Industrials
121
New
$230.6 - $277.0 $27.9K - $33.5K
121 $28.4M
UPS
United Parcel Service Inc

Industrials
225
New
$122.65 - $138.35 $27.6K - $31.1K
225 $28.4M
KEY
Keycorp

Financial Services
1.65K
New
$16.21 - $19.97 $26.7K - $33K
1.65K $28.3M
AEP
American Electric Power CO Inc

Utilities
304
New
$90.91 - $102.21 $27.6K - $31.1K
304 $28M
STX
Seagate Technology Holdings PLC

Technology
318
New
$86.31 - $112.64 $27.4K - $35.8K
318 $27.4M
WY
Weyerhaeuser CO

Real Estate
960
New
$27.21 - $33.7 $26.1K - $32.4K
960 $27M
UBER
Uber Technologies, Inc

Technology
441
New
$59.93 - $86.34 $26.4K - $38.1K
441 $26.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
395
New
$65.67 - $69.79 $25.9K - $27.6K
395 $26.5M
QBTS
D Wave Quantum Inc.

Technology
3.15K
New
$0.89 - $9.91 $2.8K - $31.2K
3.15K $26.5M
KMI
Kinder Morgan, Inc.

Energy
962
New
$22.59 - $28.54 $21.7K - $27.5K
962 $26.4M
ESTC
Elastic N.V.

Technology
265
New
$75.01 - $116.22 $19.9K - $30.8K
265 $26.3M
MPC
Marathon Petroleum Corp

Energy
185
New
$131.65 - $174.84 $24.4K - $32.3K
185 $25.8M
AGNC
Agnc Investment Corp.

Real Estate
2.8K
New
$9.21 - $10.59 $25.8K - $29.7K
2.8K $25.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
330
New
$73.49 - $86.09 $24.3K - $28.4K
330 $25.4M
SITM
Sitime Corp

Technology
118
New
$168.25 - $261.03 $19.9K - $30.8K
118 $25.3M
APO
Apollo Global Management, Inc.

Financial Services
150
New
$131.36 - $178.61 $19.7K - $26.8K
150 $24.8M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.67K
New
$6.56 - $7.11 $24K - $26.1K
3.67K $24.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
485
New
$50.02 - $51.24 $24.3K - $24.9K
485 $24.3M
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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