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
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
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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
200
+ 39.22%
$22.4 - $23.8 $4.48K - $4.76K
710 $16.9M
FLIN
Franklin Templeton ETF Tr

ETFs
1
+ 0.11%
$35.01 - $39.98 $35 - $40
933 $37.2M
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
TFSL
Tfs Financial Corp

Financial Services
7
+ 0.49%
$11.62 - $13.54 $81.3 - $94.8
1.44K $18.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.76%
$53.36 - $61.57 $53.4 - $61.6
133 $8.16M
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
NEE
Nextera Energy Inc

Utilities
1
+ 0.07%
$64.11 - $75.0 $64.1 - $75
1.39K $96.6M
MLN
Vaneck Long Muni ETF

ETFs
446
+ 1.41%
$16.49 - $17.52 $7.35K - $7.81K
32K $541M
XOM
Exxon Mobil Corp

Energy
120
+ 2.53%
$99.93 - $119.04 $12K - $14.3K
4.86K $524M
XLE
Energy Sector Spdr

ETFs
287
+ 2.07%
$76.44 - $94.13 $21.9K - $27K
14.1K $1.2B
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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