Fourth Dimension Wealth, LLC Purchases in Q4 2024

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.32K
New
$87.1 - $98.49 $202K - $229K
2.32K $203M
TER
Teradyne, Inc

Technology
1.61K
New
$102.58 - $133.62 $165K - $215K
1.61K $203M
IGM
Ishares Expanded Tech Sector E

ETFs
1.98K
New
$94.19 - $106.95 $186K - $212K
1.98K $202M
SCHO
Schwab Short Term Us Treasury

ETFs
8.37K
New
$24.06 - $48.88 $201K - $409K
8.37K $201M
UAL
United Airlines Holdings, Inc.

Industrials
2.06K
New
$55.62 - $102.44 $114K - $211K
2.06K $200M
APD
Air Products & Chemicals, Inc.

Basic Materials
688
New
$285.5 - $335.62 $196K - $231K
688 $200M
IWM
Ishares Russell 2000 ETF

ETFs
899
New
$216.13 - $242.4 $194K - $218K
899 $199M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.47K
New
$22.72 - $23.0 $192K - $195K
8.47K $193M
AVMU
American Centy ETF Travantis C

ETFs
4.11K
New
$45.75 - $46.94 $188K - $193K
4.11K $189M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.28K
New
$21.43 - $22.55 $177K - $187K
8.28K $178M
PM
Philip Morris International Inc.

Consumer Defensive
1.45K
New
$118.38 - $133.06 $171K - $193K
1.45K $174M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
377
New
$442.29 - $483.08 $167K - $182K
377 $171M
FDN
First Tr Fd Dow Jones

ETFs
691
New
$210.5 - $257.24 $145K - $178K
691 $168M
CRM
Salesforce, Inc.

Technology
485
New
$270.87 - $367.87 $131K - $178K
485 $162M
JGRO
J P Morgan Exchange Traded Fd
1.8K
New
N/A
1.8K $162M
T
At&T Inc.

Communication Services
7.04K
New
$21.22 - $23.88 $149K - $168K
7.04K $160M
KO
Coca Cola CO

Consumer Defensive
2.57K
New
$61.74 - $71.71 $159K - $184K
2.57K $160M
SPY
Spdr S&P 500 ETF Trust

ETFs
263
New
$567.81 - $607.81 $149K - $160K
263 $154M
NKE
Nike, Inc.

Consumer Cyclical
2.01K
New
$73.36 - $89.13 $148K - $180K
2.01K $152M
BURL
Burlington Stores, Inc.

Consumer Cyclical
530
New
$242.7 - $295.49 $129K - $157K
530 $151M
VIS
Vanguard Industrial ETF

ETFs
586
New
$254.39 - $279.7 $149K - $164K
586 $149M
DIS
Walt Disney CO

Communication Services
1.13K
New
$92.39 - $117.6 $105K - $133K
1.13K $148M
PH
Parker Hannifin Corp

Industrials
232
New
$621.74 - $709.46 $144K - $165K
232 $148M
WMB
Williams Companies, Inc.

Energy
2.6K
New
$46.37 - $59.74 $121K - $155K
2.6K $141M
VDC
Vanguard Consumer Staples ETF

ETFs
635
New
$210.96 - $223.62 $134K - $142K
635 $134M
MU
Micron Technology Inc

Technology
1.57K
New
$84.16 - $113.41 $132K - $178K
1.57K $132M
QCOM
Qualcomm Inc

Technology
853
New
$150.4 - $178.04 $128K - $152K
853 $131M
VZ
Verizon Communications Inc

Communication Services
3.26K
New
$39.6 - $45.21 $129K - $147K
3.26K $130M
MTH
Meritage Homes Corp

Consumer Cyclical
843
New
$151.91 - $205.12 $128K - $173K
843 $130M
MOH
Molina Healthcare, Inc.

Healthcare
440
New
$274.73 - $341.91 $121K - $150K
440 $128M
LMT
Lockheed Martin Corp

Industrials
260
New
$479.66 - $614.62 $125K - $160K
260 $126M
ECL
Ecolab Inc.

Basic Materials
525
New
$234.32 - $261.43 $123K - $137K
525 $123M
ZS
Zscaler, Inc.

Technology
670
New
$166.99 - $211.99 $112K - $142K
670 $121M
ENB
Enbridge Inc

Energy
2.81K
New
$40.4 - $43.92 $114K - $124K
2.81K $119M
IBB
Ishares Biotechnology ETF

ETFs
898
New
$131.21 - $148.85 $118K - $134K
898 $119M
FOXA
Fox Corp

Communication Services
2.43K
New
$41.35 - $49.99 $101K - $122K
2.43K $118M
DGRO
Ishares Core Dividend Growth E

ETFs
1.9K
New
$60.73 - $64.94 $115K - $123K
1.9K $116M
AVGO
Broadcom Inc.

Technology
500
New
$159.67 - $250.0 $79.8K - $125K
500 $116M
C
Citigroup Inc

Financial Services
1.63K
New
$61.31 - $72.5 $100K - $118K
1.63K $115M
MGM
Mgm Resorts International

Consumer Cyclical
3.31K
New
$33.44 - $41.99 $111K - $139K
3.31K $115M
DE
Deere & CO

Industrials
270
New
$389.45 - $466.0 $105K - $126K
270 $114M
LOW
Lowes Companies Inc

Consumer Cyclical
451
New
$244.52 - $284.07 $110K - $128K
451 $111M
PEP
Pepsico Inc

Consumer Defensive
628
New
$151.29 - $176.1 $95K - $111K
628 $111M
GIS
General Mills Inc

Consumer Defensive
1.74K
New
$62.78 - $74.62 $109K - $129K
1.74K $111M
CDNS
Cadence Design Systems Inc

Technology
368
New
$249.1 - $324.54 $91.7K - $119K
368 $111M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.8K
New
$55.73 - $66.16 $100K - $119K
1.8K $109M
OKE
Oneok Inc

Energy
1.05K
New
$92.28 - $117.05 $97.2K - $123K
1.05K $106M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.06K
New
$11.42 - $12.5 $103K - $113K
9.06K $104M
IGV
Ishares Expanded Tech Software

ETFs
1.04K
New
$87.5 - $110.17 $90.9K - $114K
1.04K $104M
Activity Summary
Buys All Purchases 628 New Holdings 628 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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