Fourth Dimension Wealth, LLC Sells in Q2 2025

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
-76
- 61.79%
$283.31 - $388.96 $21.5K - $29.6K
47 $17.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.91K
- 21.21%
$10.78 - $11.28 $20.6K - $21.5K
7.09K $78.9M
KRE
Spdr S&P Regional Banking ETF

ETFs
-399
- 34.37%
$48.81 - $59.48 $19.5K - $23.7K
762 $45.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-258
- 30.21%
$68.13 - $74.77 $17.6K - $19.3K
596 $43.4M
VRT
Vertiv Holdings CO

Industrials
-300
- 90.91%
N/A
30 $3.85M
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 30.96%
$44.12 - $59.6 $8.82K - $11.9K
446 $20.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-111
- 47.03%
$149.76 - $186.42 $16.6K - $20.7K
125 $23.4M
IGV
Ishares Expanded Tech Software

ETFs
-357
- 34.36%
$80.15 - $109.5 $28.6K - $39.1K
682 $74.7M
NRZ
New Residential Investment Corp.

Real Estate
-1.5K
- 50.0%
N/A
1.5K $16.9M
IBB
Ishares Biotechnology ETF

ETFs
-123
- 13.7%
$112.02 - $129.0 $13.8K - $15.9K
775 $98M
KO
Coca Cola CO

Consumer Defensive
-200
- 7.5%
$68.37 - $73.9 $13.7K - $14.8K
2.47K $175M
GOOG
Alphabet Inc.

Communication Services
-264
- 18.32%
$146.58 - $180.01 $38.7K - $47.5K
1.18K $209M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-584
- 19.95%
$27.29 - $29.28 $15.9K - $17.1K
2.34K $68.6M
MA
Mastercard Inc

Financial Services
-51
- 4.88%
$479.92 - $590.74 $24.5K - $30.1K
995 $559M
LUV
Southwest Airlines CO

Industrials
-425
- 99.53%
$24.04 - $34.36 $10.2K - $14.6K
2 $65K
PH
Parker Hannifin Corp

Industrials
-26
- 59.09%
$517.23 - $700.54 $13.4K - $18.2K
18 $12.6M
IOT
Samsara Inc.

Technology
-381
- 43.74%
$33.46 - $47.74 $12.7K - $18.2K
490 $19.5M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-664
- 41.63%
$18.96 - $20.43 $12.6K - $13.6K
931 $19M
BA
Boeing CO

Industrials
-150
- 31.58%
$136.59 - $217.51 $20.5K - $32.6K
325 $68.1M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-200
- 66.67%
$60.22 - $80.1 $12K - $16K
100 $8.01M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-369
- 15.65%
$34.72 - $36.92 $12.8K - $13.6K
1.99K $73.4M
INTC
Intel Corp

Technology
-500
- 45.45%
$18.13 - $22.69 $9.07K - $11.3K
600 $13.4M
MDT
Medtronic PLC

Healthcare
-103
- 14.65%
$80.68 - $88.86 $8.31K - $9.15K
600 $52.3M
HNDL
Strategy Shs

ETFs
-500
- 99.01%
$19.2 - $21.66 $9.6K - $10.8K
5 $108K
SHW
Sherwin Williams CO

Basic Materials
-25
- 9.58%
$313.51 - $363.51 $7.84K - $9.09K
236 $81M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-100
- 37.74%
$108.12 - $135.04 $10.8K - $13.5K
165 $22.3M
ISRG
Intuitive Surgical Inc

Healthcare
-21
- 50.0%
$451.58 - $565.94 $9.48K - $11.9K
21 $11.4M
TER
Teradyne, Inc

Technology
-128
- 39.88%
$67.96 - $91.05 $8.7K - $11.7K
193 $17.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-228
- 34.34%
$50.08 - $63.14 $11.4K - $14.4K
436 $27.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-38
- 5.48%
$101.91 - $134.83 $3.87K - $5.12K
655 $82.5M
PRU
Prudential Financial Inc

Financial Services
-67
- 18.56%
$95.12 - $112.71 $6.37K - $7.55K
294 $31.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-852
- 5.64%
$35.35 - $42.68 $30.1K - $36.4K
14.3K $608M
ENB
Enbridge Inc

Energy
-200
- 15.71%
$41.09 - $47.16 $8.22K - $9.43K
1.07K $48.6M
WMB
Williams Companies, Inc.

Energy
-250
- 9.62%
$54.33 - $62.87 $13.6K - $15.7K
2.35K $148M
NVO
Novo Nordisk A S

Healthcare
-100
- 17.24%
$58.08 - $81.05 $5.81K - $8.11K
480 $33.1M
ESTC
Elastic N.V.

Technology
-65
- 24.53%
$73.36 - $94.17 $4.77K - $6.12K
200 $16.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-200
- 22.55%
$24.32 - $27.87 $4.86K - $5.57K
687 $18.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-152
- 22.25%
$45.88 - $54.4 $6.97K - $8.27K
531 $28.9M
V
Visa Inc.

Financial Services
-30
- 3.3%
$308.27 - $373.31 $9.25K - $11.2K
879 $312M
DLY
Double Line Yield Opportunities Fund

N/A
-300
- 9.68%
$14.45 - $16.11 $4.34K - $4.83K
2.8K $43.7M
ALRM
Alarm.Com Holdings, Inc.

Technology
-109
- 44.13%
$49.34 - $60.68 $5.38K - $6.61K
138 $7.81M
Ge Healthcare
-50
- 16.67%
N/A
250 $18.5M
ITRI
Itron, Inc.

Technology
-81
- 42.41%
$92.04 - $132.78 $7.46K - $10.8K
110 $14.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-175
- 23.33%
$45.98 - $56.15 $8.05K - $9.83K
575 $32.3M
CEVA
Ceva Inc

Technology
-175
- 42.37%
$18.74 - $27.09 $3.28K - $4.74K
238 $5.23M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-256
- 4.08%
$21.55 - $22.2 $5.52K - $5.68K
6.02K $133M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 22.32%
$272.36 - $339.57 $6.81K - $8.49K
87 $29.4M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-45
- 29.8%
$99.97 - $129.69 $4.5K - $5.84K
106 $11M
QRVO
Qorvo, Inc.

Technology
-85
- 38.29%
$50.81 - $84.91 $4.32K - $7.22K
137 $11.6M
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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