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
IEMG
Ishares Inc

ETFs
434
+ 3.28%
N/A
13.7K $900M
XLE
Energy Sector Spdr

ETFs
470
+ 3.32%
$84.25 - $91.99 $39.6K - $43.2K
14.6K $1.31B
Kodiak Gas
2.5K
+ 53.99%
N/A
7.14K $264M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
193
+ 4.49%
$148.97 - $165.88 $28.8K - $32K
4.5K $740M
META
Meta Platforms, Inc.

Communication Services
138
+ 4.58%
$695.21 - $791.73 $95.9K - $109K
3.15K $2.32B
HLI
Houlihan Lokey, Inc.

Financial Services
300
+ 33.41%
$181.55 - $209.19 $54.5K - $62.8K
1.2K $246M
IWR
Ishares Russell Mid Cap ETF

ETFs
850
+ 461.96%
$92.26 - $97.51 $78.4K - $82.9K
1.03K $99.8M
MU
Micron Technology Inc

Technology
1
+ 0.06%
$104.88 - $168.89 $105 - $169
1.75K $292M
RJF
Raymond James Financial Inc

Financial Services
321
+ 30.48%
$154.64 - $176.43 $49.6K - $56.6K
1.37K $237M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.48K
+ 7.39%
$50.23 - $50.48 $74.1K - $74.5K
21.4K $1.08B
OLED
Universal Display Corp Pa

Technology
523
+ 44.51%
$134.16 - $161.44 $70.2K - $84.4K
1.7K $244M
BAC
Bank Of America Corp

Financial Services
719
+ 16.87%
$44.92 - $52.42 $32.3K - $37.7K
4.98K $257M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.07K
+ 22.08%
$50.82 - $51.09 $54.5K - $54.8K
5.93K $303M
XLRE
Select Sector Spdr Tr Real Est

ETFs
985
+ 5.63%
$40.94 - $42.85 $40.3K - $42.2K
18.5K $778M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.31K
+ 5.59%
$22.84 - $22.95 $52.7K - $52.9K
43.6K $1B
T
At&T Inc.

Communication Services
2.13K
+ 14.41%
$26.94 - $29.62 $57.4K - $63.1K
16.9K $478M
UBER
Uber Technologies, Inc

Technology
374
+ 13.44%
$86.91 - $99.57 $32.5K - $37.2K
3.16K $309M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.23K
+ 6.49%
$20.95 - $21.57 $46.7K - $48.1K
36.6K $781M
WELL
Welltower Inc.

Real Estate
7
+ 0.4%
$150.71 - $178.14 $1.05K - $1.25K
1.77K $314M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
195
+ 9.8%
$133.48 - $144.38 $26K - $28.2K
2.18K $311M
RGTI
Rigetti Computing, Inc.

Technology
640
+ 50.79%
$11.33 - $32.1 $7.25K - $20.5K
1.9K $56.6M
Onestream Inc
5.47K
+ 88.93%
N/A
11.6K $214M
XLB
Select Sector Spdr Fd Material

ETFs
301
+ 4.3%
$86.72 - $92.61 $26.1K - $27.9K
7.31K $655M
COF
Capital One Financial Corp

Financial Services
186
+ 21.23%
$207.29 - $229.74 $38.6K - $42.7K
1.06K $226M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.07%
$158.59 - $198.69 $159 - $199
1.42K $274M
UNH
Unitedhealth Group Inc

Healthcare
85
+ 68.0%
$237.77 - $353.61 $20.2K - $30.1K
210 $72.5M
XLP
Consumer Staples Sector Spdr

ETFs
1.09K
+ 5.29%
N/A
21.7K $1.7B
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.03K
+ 7.05%
$24.08 - $24.56 $24.7K - $25.2K
15.6K $382M
CVX
Chevron Corp

Energy
153
+ 56.67%
$145.57 - $161.83 $22.3K - $24.8K
423 $65.7M
IAU
Ishares Gold Trust

ETFs
349
+ 436.25%
$61.62 - $72.77 $21.5K - $25.4K
429 $31.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
201
+ 3.64%
$81.75 - $84.54 $16.4K - $17K
5.72K $481M
AGNC
Agnc Investment Corp.

Real Estate
2.2K
+ 78.57%
$9.2 - $10.37 $20.2K - $22.8K
5K $49M
MLN
Vaneck Long Muni ETF

ETFs
172
+ 0.54%
$16.52 - $17.5 $2.84K - $3.01K
32.2K $563M
CRM
Salesforce, Inc.

Technology
148
+ 39.36%
$231.66 - $273.65 $34.3K - $40.5K
524 $124M
QBTS
D Wave Quantum Inc.

Technology
200
+ 14.29%
$14.81 - $27.72 $2.96K - $5.54K
1.6K $39.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
100
+ 25.0%
$110.74 - $122.12 $11.1K - $12.2K
500 $60.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
633
+ 89.15%
$23.54 - $23.97 $14.9K - $15.2K
1.34K $32.2M
Ishares Flexible
283
+ 301.06%
N/A
377 $20.1M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
131
+ 284.78%
$108.77 - $115.6 $14.2K - $15.1K
177 $20M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
106
+ 294.44%
$136.48 - $142.97 $14.5K - $15.2K
142 $19.9M
MRK
Merck & Co., Inc.

Healthcare
65
+ 4.25%
$77.6 - $87.37 $5.04K - $5.68K
1.6K $134M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.4%
$259.49 - $300.41 $259 - $300
254 $76.2M
DASH
Door Dash, Inc.

Communication Services
31
+ 31.0%
$234.5 - $272.5 $7.27K - $8.45K
131 $35.6M
PINS
Pinterest, Inc.

Communication Services
925
+ 17.25%
$32.17 - $39.17 $29.8K - $36.2K
6.29K $202M
NEE
Nextera Energy Inc

Utilities
1
+ 0.07%
$69.77 - $77.54 $69.8 - $77.5
1.39K $105M
RWR
Spdr Dow Jones Reit ETF

ETFs
78
+ 312.0%
$95.17 - $101.62 $7.42K - $7.93K
103 $10.3M
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 11.72%
$108.22 - $120.47 $7.36K - $8.19K
648 $71.9M
DVN
Devon Energy Corp

Energy
200
+ 185.19%
$31.75 - $36.99 $6.35K - $7.4K
308 $10.8M
F
Ford Motor CO

Consumer Cyclical
14
+ 0.23%
$10.82 - $12.09 $151 - $169
6.12K $73.2M
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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