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
XLK
Technology Sector Spdr

ETFs
3.13K
+ 7.11%
$179.73 - $253.23 $563K - $793K
47.2K $12B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
16.9K
+ 11.19%
$60.34 - $74.89 $1.02M - $1.26M
168K $12.6B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
57.6K
+ 225.39%
$23.29 - $23.38 $1.34M - $1.35M
83.1K $1.94B
JMBS
Janus Detroit Str Tr Henderson

ETFs
29.9K
+ 14.47%
$43.89 - $45.45 $1.31M - $1.36M
236K $10.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
+ 14.19%
$416.06 - $551.64 $441K - $584K
8.52K $4.7B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.4K
+ 10.81%
$32.66 - $40.75 $439K - $547K
138K $5.58B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
34.1K
+ 13.25%
$28.21 - $28.85 $961K - $983K
291K $8.38B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.49K
+ 11.03%
$97.68 - $121.38 $439K - $545K
45.2K $5.49B
MSFT
Microsoft Corp

Technology
159
+ 2.27%
$354.56 - $497.45 $56.4K - $79.1K
7.15K $3.56B
NFLX
Netflix Inc

Communication Services
141
+ 7.76%
$855.86 - $1339.13 $121K - $189K
1.96K $2.62B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.02K
+ 6.3%
$376.48 - $440.65 $383K - $448K
17.2K $7.57B
XLY
Select Sector Spdr Consumer Di

ETFs
2.24K
+ 15.69%
$176.34 - $218.59 $395K - $490K
16.5K $3.59B
JPM
Jpmorgan Chase & CO

Financial Services
2.37K
+ 126.92%
$210.28 - $289.91 $498K - $686K
4.23K $1.23B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.9K
+ 340.42%
$22.81 - $22.97 $728K - $733K
41.3K $946M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.66K
+ 96.28%
$91.43 - $91.74 $700K - $702K
15.6K $1.43B
SPTS
Spdr Portfolio Short Term Trea

ETFs
21.6K
+ 14.33%
$29.07 - $29.38 $628K - $635K
172K $5.05B
META
Meta Platforms, Inc.

Communication Services
255
+ 9.24%
$484.66 - $738.09 $124K - $188K
3.02K $2.23B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.5K
+ 38.39%
$49.79 - $50.75 $620K - $632K
44.9K $2.28B
XLF
Financial Sector Spdr

ETFs
6.94K
+ 8.54%
$43.92 - $52.37 $305K - $363K
88.2K $4.62B
XLC
Select Sector Spdr Tr Communic

ETFs
2.01K
+ 7.1%
$86.13 - $108.53 $173K - $218K
30.3K $3.29B
LLY
Eli Lilly & CO

Healthcare
808
+ 51.2%
$713.71 - $898.95 $577K - $726K
2.39K $1.86B
EEM
Ishares Msci Emerging Markets

ETFs
6.3K
+ 11.7%
$38.52 - $48.28 $243K - $304K
60.2K $2.9B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
24.9K
+ 225.83%
$20.66 - $20.74 $515K - $517K
35.9K $743M
AVGO
Broadcom Inc.

Technology
1.71K
+ 571.33%
$146.29 - $275.65 $251K - $472K
2.01K $555M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.82K
+ 10.88%
$83.67 - $109.12 $152K - $198K
18.5K $2.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.69K
+ 20.43%
$51.16 - $62.02 $291K - $353K
33.5K $2.08B
GLD
Spdr Gold Trust

ETFs
914
+ 9.71%
$273.71 - $316.29 $250K - $289K
10.3K $3.15B
SPTL
Spdr Portfolio Long Term Treas

ETFs
16.8K
+ 18.98%
$25.48 - $27.78 $427K - $466K
105K $2.79B
XLI
Industrial Sector Spdr

ETFs
784
+ 5.13%
$116.42 - $147.52 $91.3K - $116K
16.1K $2.37B
VTI
Vanguard Total Stock Market Et

ETFs
471
+ 6.22%
$243.75 - $303.93 $115K - $143K
8.05K $2.45B
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.53K
+ 11.79%
$32.62 - $33.58 $311K - $320K
90.4K $3.03B
AMD
Advanced Micro Devices Inc

Technology
521
+ 8.47%
$78.21 - $143.81 $40.7K - $74.9K
6.67K $947M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 9.67%
$152.93 - $181.74 $168K - $200K
12.5K $2.27B
PLTR
Palantir Technologies Inc.

Technology
1.48K
+ 111.32%
$74.01 - $144.25 $109K - $213K
2.8K $382M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
796
+ 530.67%
$177.93 - $313.14 $142K - $249K
946 $296M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
+ 514.02%
$141.37 - $228.57 $156K - $251K
1.31K $298M
WELL
Welltower Inc.

Real Estate
1.65K
+ 1483.78%
$136.49 - $155.22 $225K - $256K
1.76K $270M
MCD
Mcdonalds Corp

Consumer Cyclical
925
+ 88.18%
$285.55 - $321.23 $264K - $297K
1.97K $577M
NET
Cloudflare, Inc.

Technology
899
+ 140.25%
$97.08 - $195.83 $87.3K - $176K
1.54K $302M
T
At&T Inc.

Communication Services
7.5K
+ 102.88%
$26.33 - $28.94 $198K - $217K
14.8K $428M
COST
Costco Wholesale Corp

Consumer Defensive
208
+ 59.26%
$908.13 - $1056.85 $189K - $220K
559 $553M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.1K
+ 993.46%
$19.44 - $19.56 $216K - $217K
12.2K $238M
MPC
Marathon Petroleum Corp

Energy
1.24K
+ 669.19%
$118.55 - $170.08 $147K - $211K
1.42K $236M
AVSC
American Centy ETF Tr Avantis
1.93K
+ 6.2%
$42.39 - $51.76 $81.6K - $99.7K
33K $1.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.16K
+ 18.28%
$45.11 - $52.34 $143K - $166K
20.5K $1.07B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 416.11%
$96.84 - $99.46 $183K - $187K
2.34K $232M
COF
Capital One Financial Corp

Financial Services
776
+ 776.0%
$150.57 - $212.76 $117K - $165K
876 $186M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
426
+ 10.99%
$113.67 - $150.4 $48.4K - $64.1K
4.3K $647M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
6.58K
+ 13.27%
$21.37 - $22.67 $141K - $149K
56.2K $1.27B
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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