Fourth Dimension Wealth, LLC Portfolio Holdings

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024

Fourth Dimension Wealth, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 629 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Spdr Portfolio S&P 1500 Compos with a value of $12.3B, Technology Sector Spdr with a value of $10.5B, Vanguard Growth ETF with a value of $8.51B, and Nvidia Corp with a value of $6.52B.

Examining the 13F form we can see an increase of $192B in the current position value.

Fourth Dimension Wealth, LLC is based out at Middleburg Heights, OH

Below you can find more details about Fourth Dimension Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $136 Billion
Technology: $25.3 Billion
Consumer Cyclical: $8.28 Billion
Communication Services: $4.78 Billion
Healthcare: $3.08 Billion
Financial Services: $2.91 Billion
Industrials: $2.4 Billion
Consumer Defensive: $2.31 Billion
Other: $3.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$12.6 Billion 6.58% of portfolio
50,344
Q4 2024 New
$0
$12.3 Billion 6.44% of portfolio
172,587
Q4 2024 New
$0
$10.5 Billion 5.46% of portfolio
44,871
Q4 2024 New
$0
$8.51 Billion 4.44% of portfolio
20,731
Q4 2024 New
$346B
$6.52 Billion 3.4% of portfolio
48,489
Q4 2024 New
$0
$6.37 Billion 3.32% of portfolio
14,974
Q4 2024 New
$0
$6.18 Billion 3.23% of portfolio
139,945
Q4 2024 New
$2.33T
$5.62 Billion 2.93% of portfolio
25,431
Q4 2024 New
$0
$5.52 Billion 2.88% of portfolio
32,631
Q4 2024 New
$0
$5.03 Billion 2.62% of portfolio
43,645
Q4 2024 New
$0
$5.01 Billion 2.61% of portfolio
179,476
Q4 2024 New
$0
$3.85 Billion 2.01% of portfolio
7,436
Q4 2024 New
$0
$3.65 Billion 1.91% of portfolio
26,389
Q4 2024 New
$0
$3.61 Billion 1.88% of portfolio
105,693
Q4 2024 New
$0
$3.51 Billion 1.83% of portfolio
72,448
Q4 2024 New
$0
$3.46 Billion 1.81% of portfolio
75,853
Q4 2024 New
$0
$2.89 Billion 1.51% of portfolio
84,595
Q4 2024 New
$0
$2.88 Billion 1.5% of portfolio
12,851
Q4 2024 New
$0
$2.62 Billion 1.37% of portfolio
27,025
Q4 2024 New
$0
$2.59 Billion 1.35% of portfolio
47,679
Q4 2024 New
$91.9B
$2.42 Billion 1.27% of portfolio
10,015
Q4 2024 New
$0
$2.21 Billion 1.15% of portfolio
7,615
Q4 2024 New
$0
$2.02 Billion 1.05% of portfolio
23,371
Q4 2024 New
$3.04T
$2 Billion 1.04% of portfolio
4,693
Q4 2024 New
$0
$1.97 Billion 1.03% of portfolio
14,927
Q4 2024 New
$0
$1.85 Billion 0.96% of portfolio
23,523
Q4 2024 New
$0
$1.84 Billion 0.96% of portfolio
56,137
Q4 2024 New
$0
$1.71 Billion 0.89% of portfolio
24,340
Q4 2024 New
$0
$1.61 Billion 0.84% of portfolio
61,584
Q4 2024 New
$471B
$1.52 Billion 0.79% of portfolio
1,706
Q4 2024 New
$0
$1.5 Billion 0.78% of portfolio
15,834
Q4 2024 New
$0
$1.48 Billion 0.77% of portfolio
26,749
Q4 2024 New
$1.66T
$1.32 Billion 0.69% of portfolio
2,262
Q4 2024 New
$0
$1.19 Billion 0.62% of portfolio
23,375
Q4 2024 New
$0
$1.08 Billion 0.56% of portfolio
8,176
Q4 2024 New
$0
$994 Million 0.52% of portfolio
13,125
Q4 2024 New
$802B
$973 Million 0.51% of portfolio
1,260
Q4 2024 New
$0
$984 Million 0.51% of portfolio
42,798
Q4 2024 New
$0
$929 Million 0.48% of portfolio
18,608
Q4 2024 New
$1.11T
$883 Million 0.46% of portfolio
4,614
Q4 2024 New
$0
$884 Million 0.46% of portfolio
15,882
Q4 2024 New
$0
$853 Million 0.44% of portfolio
16,817
Q4 2024 New
$0
$821 Million 0.43% of portfolio
8,955
Q4 2024 New
$0
$777 Million 0.41% of portfolio
34,956
Q4 2024 New
$183B
$772 Million 0.4% of portfolio
6,395
Q4 2024 New
$0
$729 Million 0.38% of portfolio
2,602
Q4 2024 New
$0
$728 Million 0.38% of portfolio
13,937
Q4 2024 New
$0
$702 Million 0.37% of portfolio
9,003
Q4 2024 New
$0
$685 Million 0.36% of portfolio
32,830
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 629
  • Current Value $192 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 628 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email