Fourth Dimension Wealth, LLC Incresed Positions in Q2 2025

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
1.72K
+ 9.1%
N/A
20.6K $1.67B
EBND
Spdr Bloomberg Emerging Market

ETFs
3.76K
+ 12.31%
$19.57 - $21.4 $73.6K - $80.5K
34.3K $735M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.37K
+ 13.49%
$50.28 - $50.47 $119K - $120K
20K $1B
INSM
Insmed Inc

Healthcare
710
+ 43.77%
$64.81 - $105.9 $46K - $75.2K
2.33K $235M
CRWD
Crowd Strike Holdings, Inc.

Technology
125
+ 41.67%
$321.63 - $509.31 $40.2K - $63.7K
425 $216M
VST
Vistra Corp.

Utilities
424
+ 117.45%
$98.07 - $195.04 $41.6K - $82.7K
785 $152M
JNJ
Johnson & Johnson

Healthcare
866
+ 44.34%
$146.36 - $159.82 $127K - $138K
2.82K $431M
TSLA
Tesla, Inc.

Consumer Cyclical
70
+ 4.95%
$221.86 - $362.89 $15.5K - $25.4K
1.48K $471M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.02K
+ 11.94%
$50.52 - $50.92 $102K - $103K
18.9K $963M
UBER
Uber Technologies, Inc

Technology
604
+ 27.73%
$64.62 - $93.3 $39K - $56.4K
2.78K $260M
XLU
Utilities Sector Spdr

ETFs
688
+ 5.29%
$73.09 - $82.77 $50.3K - $56.9K
13.7K $1.12B
WWD
Woodward, Inc.

Industrials
180
+ 26.47%
$157.29 - $247.55 $28.3K - $44.6K
860 $211M
VEA
Vanguard Ftse Developed Market

ETFs
468
+ 5.01%
$45.65 - $57.01 $21.4K - $26.7K
9.81K $559M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.08K
+ 4324.0%
$72.02 - $73.82 $77.9K - $79.8K
1.11K $81.5M
PINS
Pinterest, Inc.

Communication Services
1.64K
+ 44.01%
$24.21 - $35.95 $39.7K - $58.9K
5.36K $192M
DE
Deere & CO

Industrials
105
+ 20.59%
$412.99 - $531.48 $43.4K - $55.8K
615 $313M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.84K
+ 12.1%
$24.37 - $24.56 $69.2K - $69.8K
26.3K $646M
XLV
Select Sector Spdr Fund Health

ETFs
2.72K
+ 10.32%
$128.77 - $144.3 $350K - $392K
29K $3.91B
BAC
Bank Of America Corp

Financial Services
1.13K
+ 35.89%
$34.39 - $47.46 $38.7K - $53.4K
4.26K $202M
PM
Philip Morris International Inc.

Consumer Defensive
208
+ 16.31%
$149.23 - $184.95 $31K - $38.5K
1.48K $270M
MU
Micron Technology Inc

Technology
25
+ 1.45%
$64.72 - $127.91 $1.62K - $3.2K
1.75K $215M
DUK
Duke Energy Corp

Utilities
574
+ 74.74%
$112.46 - $124.05 $64.6K - $71.2K
1.34K $158M
BAX
Baxter International Inc

Healthcare
2.45K
+ 71.35%
$27.8 - $34.02 $68.1K - $83.4K
5.89K $178M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.6K
+ 10.09%
$37.08 - $42.26 $59.4K - $67.7K
17.5K $724M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
85
+ 16.87%
$224.32 - $326.09 $19.1K - $27.7K
589 $192M
XLB
Select Sector Spdr Fd Material

ETFs
458
+ 6.99%
$74.27 - $88.92 $34K - $40.7K
7.01K $615M
AL
Air Lease Corp

Industrials
407
+ 14.89%
$40.46 - $58.71 $16.5K - $23.9K
3.14K $184M
ORCL
Oracle Corp

Technology
200
+ 303.03%
$122.82 - $218.63 $24.6K - $43.7K
266 $58.2M
NOW
Service Now, Inc.

Technology
46
+ 1150.0%
$721.65 - $1040.18 $33.2K - $47.8K
50 $51.4M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.7K
+ 13.22%
$22.87 - $24.35 $38.8K - $41.3K
14.5K $354M
RJF
Raymond James Financial Inc

Financial Services
198
+ 23.16%
$123.65 - $153.88 $24.5K - $30.5K
1.05K $162M
JGRO
J P Morgan Exchange Traded Fd
50
+ 1.75%
N/A
2.9K $250M
NSC
Norfolk Southern Corp

Industrials
132
+ 109.09%
$206.34 - $257.46 $27.2K - $34K
253 $64.8M
RTX
Raytheon Technologies Corp

Industrials
144
+ 16.98%
$113.75 - $148.48 $16.4K - $21.4K
992 $145M
COIN
Coinbase Global, Inc.

Technology
75
+ 300.0%
$151.47 - $375.07 $11.4K - $28.1K
100 $35.1M
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
QBTS
D Wave Quantum Inc.

Technology
1.3K
+ 1300.0%
$6.22 - $19.04 $8.09K - $24.8K
1.4K $20.5M
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
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
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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