Fourth Dimension Wealth, LLC Incresed Positions in Q3 2025

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.01K
+ 1.83%
$202.38 - $256.87 $205K - $260K
56.4K $14.4B
NVDA
Nvidia Corp

Technology
4.17K
+ 9.49%
$153.3 - $186.58 $639K - $778K
48.1K $8.97B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.2K
+ 6.05%
$74.93 - $80.73 $761K - $820K
178K $14.3B
XLK
Technology Sector Spdr

ETFs
1.1K
+ 2.33%
$250.97 - $282.66 $276K - $311K
48.3K $13.6B
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.2K
+ 8.56%
$44.34 - $45.94 $897K - $929K
256K $11.7B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.22K
+ 7.1%
$435.72 - $463.74 $531K - $565K
18.4K $8.53B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.64K
+ 5.84%
$121.46 - $130.92 $321K - $345K
47.8K $6.23B
EEM
Ishares Msci Emerging Markets

ETFs
8K
+ 13.28%
$48.07 - $53.4 $384K - $427K
68.2K $3.64B
GLD
Spdr Gold Trust

ETFs
559
+ 5.41%
$300.96 - $355.47 $168K - $199K
10.9K $3.87B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22.7K
+ 7.81%
$28.38 - $29.05 $645K - $661K
314K $9.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
403
+ 4.73%
$546.99 - $602.2 $220K - $243K
8.92K $5.36B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.85K
+ 5.7%
$39.8 - $42.86 $312K - $336K
146K $6.23B
XLY
Select Sector Spdr Consumer Di

ETFs
757
+ 4.58%
$216.09 - $242.18 $164K - $183K
17.3K $4.14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4K
+ 9.67%
$72.65 - $78.68 $291K - $315K
45.4K $3.56B
GOOGL
Alphabet Inc.

Communication Services
786
+ 17.26%
$174.36 - $254.72 $137K - $200K
5.34K $1.3B
SPTS
Spdr Portfolio Short Term Trea

ETFs
15.4K
+ 8.95%
$29.12 - $29.34 $449K - $452K
188K $5.51B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.73K
+ 19.45%
$50.53 - $50.82 $441K - $444K
53.6K $2.72B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 14.48%
$181.56 - $190.33 $328K - $344K
14.3K $2.71B
XLV
Select Sector Spdr Fund Health

ETFs
2.1K
+ 7.25%
$129.01 - $139.72 $271K - $294K
31.1K $4.33B
GOOG
Alphabet Inc.

Communication Services
1.23K
+ 104.16%
$175.16 - $255.24 $215K - $313K
2.4K $585M
XLF
Financial Sector Spdr

ETFs
4.37K
+ 4.96%
$51.37 - $54.25 $225K - $237K
92.6K $4.99B
VTI
Vanguard Total Stock Market Et

ETFs
343
+ 4.26%
$303.93 - $329.86 $104K - $113K
8.39K $2.75B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.86K
+ 7.38%
$37.5 - $40.3 $257K - $276K
99.7K $3.98B
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.24K
+ 8.8%
$25.67 - $27.21 $237K - $252K
114K $3.08B
VLO
Valero Energy Corp

Energy
1.54K
+ 220.14%
$131.77 - $175.63 $203K - $271K
2.24K $382M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 4.47%
$211.65 - $238.24 $259K - $292K
28.6K $6.29B
WMT
Walmart Inc.

Consumer Defensive
2.42K
+ 64.52%
$94.4 - $104.27 $229K - $253K
6.18K $637M
MCD
Mcdonalds Corp

Consumer Cyclical
800
+ 40.53%
$291.67 - $316.99 $233K - $254K
2.77K $843M
AVSC
American Centy ETF Tr Avantis
1.37K
+ 4.15%
$51.33 - $58.63 $70.3K - $80.3K
34.3K $1.97B
CDNS
Cadence Design Systems Inc

Technology
643
+ 227.21%
$309.46 - $373.37 $199K - $240K
926 $325M
DUK
Duke Energy Corp

Utilities
1.85K
+ 137.78%
$116.31 - $125.93 $215K - $233K
3.19K $395M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.06K
+ 10.46%
$108.46 - $120.63 $115K - $128K
11.2K $1.33B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.65K
+ 4.93%
$62.09 - $66.51 $103K - $110K
35.2K $2.3B
XOM
Exxon Mobil Corp

Energy
1.69K
+ 34.81%
$105.83 - $117.22 $179K - $198K
6.56K $739M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.5K
+ 6.09%
$33.26 - $34.01 $183K - $187K
95.9K $3.25B
IXUS
Ishares Tr

ETFs
1.67K
+ 13.21%
$76.35 - $82.58 $128K - $138K
14.3K $1.18B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
757
+ 4.08%
$107.5 - $115.86 $81.4K - $87.7K
19.3K $2.21B
AMD
Advanced Micro Devices Inc

Technology
250
+ 3.75%
$134.8 - $184.42 $33.7K - $46.1K
6.92K $1.12B
XLI
Industrial Sector Spdr

ETFs
419
+ 2.61%
$147.94 - $154.99 $62K - $64.9K
16.5K $2.54B
AVGO
Broadcom Inc.

Technology
154
+ 7.65%
$264.74 - $369.57 $40.8K - $56.9K
2.17K $715M
VGT
Vanguard Information Technolog

ETFs
130
+ 17.57%
$656.44 - $753.15 $85.3K - $97.9K
870 $650M
JNJ
Johnson & Johnson

Healthcare
287
+ 10.18%
$155.17 - $185.42 $44.5K - $53.2K
3.11K $576M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.49K
+ 7.28%
$52.12 - $55.33 $77.6K - $82.4K
22K $1.21B
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 18.36%
$56.02 - $60.3 $101K - $109K
11.6K $696M
VIG
Vanguard Dividend Appreciation

ETFs
608
+ 10133.33%
N/A
614 $132M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3.97K
+ 7.07%
$21.99 - $23.38 $87.4K - $92.9K
60.1K $1.39B
XLU
Utilities Sector Spdr

ETFs
473
+ 3.45%
$81.14 - $87.32 $38.4K - $41.3K
14.2K $1.24B
APP
App Lovin Corp

Technology
50
+ 25.0%
$335.1 - $718.54 $16.8K - $35.9K
250 $180M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.44K
+ 130.47%
$72.57 - $74.72 $105K - $108K
2.55K $190M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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