Fourth Dimension Wealth, LLC Purchases in Q1 2025

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
713
+ 12.22%
$83.19 - $90.99 $59.3K - $64.9K
6.55K $563M
XOM
Exxon Mobil Corp

Energy
100
+ 2.15%
$105.44 - $118.93 $10.5K - $11.9K
4.74K $564M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.06K
New
$26.05 - $30.88 $53.6K - $63.5K
2.06K $63.5M
WWD
Woodward, Inc.

Industrials
312
+ 84.78%
$171.38 - $195.22 $53.5K - $60.9K
680 $124M
IEMG
Ishares Inc

ETFs
690
+ 4.95%
N/A
14.6K $789M
PG
Procter & Gamble CO

Consumer Defensive
311
+ 15.65%
$158.56 - $176.26 $49.3K - $54.8K
2.3K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 12.2%
$442.66 - $534.52 $20.4K - $24.6K
423 $225M
PLTR
Palantir Technologies Inc.

Technology
559
+ 72.98%
$64.98 - $124.62 $36.3K - $69.7K
1.33K $112M
EVR
Evercore Inc.

Financial Services
358
+ 139.3%
$190.28 - $291.27 $68.1K - $104K
615 $123M
SHYD
Vaneck Short High Yield Muni E

ETFs
2.18K
+ 21.8%
$22.46 - $22.9 $49K - $49.9K
12.2K $274M
BRX
Brixmor Property Group Inc.

Real Estate
1.96K
+ 76.5%
N/A
4.53K $120M
JGRO
J P Morgan Exchange Traded Fd
1.05K
+ 58.25%
N/A
2.85K $210M
DG
Dollar General Corp

Consumer Defensive
601
+ 87.48%
$68.44 - $87.93 $41.1K - $52.8K
1.29K $113M
T
At&T Inc.

Communication Services
250
+ 3.55%
$21.56 - $28.28 $5.39K - $7.07K
7.29K $206M
OMF
One Main Holdings, Inc.

Financial Services
1K
+ 90.91%
$45.35 - $58.06 $45.4K - $58.1K
2.1K $103M
MO
Altria Group, Inc.

Consumer Defensive
500
+ 27.35%
$50.81 - $60.02 $25.4K - $30K
2.33K $140M
CVX
Chevron Corp

Energy
218
+ 78.7%
$146.71 - $167.97 $32K - $36.6K
495 $82.8M
ZS
Zscaler, Inc.

Technology
150
+ 22.39%
$181.66 - $216.87 $27.2K - $32.5K
820 $163M
PNC
Pnc Financial Services Group, Inc.

Financial Services
236
New
$168.84 - $202.89 $39.8K - $47.9K
236 $41.5M
JNJ
Johnson & Johnson

Healthcare
100
+ 5.4%
$142.06 - $167.7 $14.2K - $16.8K
1.95K $324M
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 18.85%
$554.06 - $615.85 $54.3K - $60.4K
618 $347M
IVE
Ishares S&P 500 Value ETF

ETFs
200
New
$185.78 - $198.58 $37.2K - $39.7K
200 $38.1M
XLI
Industrial Sector Spdr

ETFs
350
+ 2.34%
$128.78 - $141.67 $45.1K - $49.6K
15.3K $2B
PSX
Phillips 66

Energy
250
+ 125.0%
$113.93 - $131.55 $28.5K - $32.9K
450 $55.6M
KO
Coca Cola CO

Consumer Defensive
100
+ 3.89%
$60.81 - $72.32 $6.08K - $7.23K
2.67K $191M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
300
New
$91.76 - $103.26 $27.5K - $31K
300 $27.8M
BA
Boeing CO

Industrials
150
+ 46.15%
$148.15 - $186.25 $22.2K - $27.9K
475 $81M
SLG
Sl Green Realty Corp

Real Estate
600
+ 54.55%
$55.58 - $68.38 $33.3K - $41K
1.7K $98.1M
LNG
Cheniere Energy, Inc.

Energy
100
New
$209.32 - $253.66 $20.9K - $25.4K
100 $23.1M
SPGI
S&P Global Inc.

Financial Services
39
+ 19.5%
$478.26 - $543.77 $18.7K - $21.2K
239 $121M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
904
+ 10.68%
$22.77 - $22.94 $20.6K - $20.7K
9.37K $215M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.12K
New
$19.42 - $19.54 $21.7K - $21.8K
1.12K $21.7M
CVNA
Carvana Co.

Consumer Cyclical
100
New
$166.52 - $285.33 $16.7K - $28.5K
100 $20.9M
COF
Capital One Financial Corp

Financial Services
100
New
$163.87 - $209.82 $16.4K - $21K
100 $17.9M
MU
Micron Technology Inc

Technology
150
+ 9.55%
$86.89 - $109.38 $13K - $16.4K
1.72K $149M
VPU
Vanguard Utilities ETF

ETFs
100
New
$161.24 - $173.33 $16.1K - $17.3K
100 $17.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
New
$126.11 - $135.06 $12.6K - $13.5K
100 $12.9M
NRZ
New Residential Investment Corp.

Real Estate
1K
+ 50.0%
N/A
3K $34.4M
PINS
Pinterest, Inc.

Communication Services
170
+ 4.78%
$29.79 - $40.0 $5.06K - $6.8K
3.72K $115M
DUK
Duke Energy Corp

Utilities
100
+ 14.97%
$105.87 - $121.97 $10.6K - $12.2K
768 $93.7M
SHW
Sherwin Williams CO

Basic Materials
55
+ 26.7%
$330.16 - $365.55 $18.2K - $20.1K
261 $91.1M
OXY
Occidental Petroleum Corp

Energy
200
New
$45.45 - $52.7 $9.09K - $10.5K
200 $9.87M
JHSC
John Hancock ETF Tr Multifacto

ETFs
250
New
$36.26 - $41.89 $9.07K - $10.5K
250 $9.32M
XLG
Invesco Exchange Traded Fd Tr

ETFs
200
New
$45.72 - $51.73 $9.14K - $10.3K
200 $9.2M
BOTZ
Global X Fds

ETFs
350
+ 140.0%
$28.46 - $34.53 $9.96K - $12.1K
600 $17.1M
HQY
Healthequity, Inc.

Healthcare
100
New
$84.32 - $114.51 $8.43K - $11.5K
100 $8.84M
MEAR
Blackrock Short Maturity Munic

ETFs
66
+ 0.35%
$49.97 - $50.36 $3.3K - $3.32K
18.7K $938M
VFH
Vanguard Financial ETF

ETFs
60
+ 7.05%
$114.07 - $127.34 $6.84K - $7.64K
911 $109M
Lam Research
100
+ 12.5%
N/A
900 $65.4M
Activity Summary
Buys All Purchases 175 New Holdings 53 Increased Positions 122 Sells All Sells 94 Reductions 91 Sold out 3 Options Calls 0 Puts 0
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