Fourth Dimension Wealth, LLC Incresed Positions in Q1 2025

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
50
+ 5.02%
$504.67 - $576.31 $25.2K - $28.8K
1.05K $573M
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
JNJ
Johnson & Johnson

Healthcare
100
+ 5.4%
$142.06 - $167.7 $14.2K - $16.8K
1.95K $324M
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
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
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
MU
Micron Technology Inc

Technology
150
+ 9.55%
$86.89 - $109.38 $13K - $16.4K
1.72K $149M
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
BOTZ
Global X Fds

ETFs
350
+ 140.0%
$28.46 - $34.53 $9.96K - $12.1K
600 $17.1M
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
MDT
Medtronic PLC

Healthcare
1
+ 0.14%
$79.84 - $94.5 $79.8 - $94.5
703 $63.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
121
+ 1100.0%
$56.63 - $59.39 $6.85K - $7.19K
132 $7.6M
IWN
Ishares Russell2000 Val ETF

ETFs
50
+ 79.37%
$149.27 - $169.4 $7.46K - $8.47K
113 $17.1M
Super Micro
35
+ 2.56%
N/A
1.4K $47.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
77
+ 0.46%
$50.72 - $50.92 $3.91K - $3.92K
16.9K $859M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.66%
$90.32 - $109.27 $181 - $219
306 $33.4M
SO
Southern CO

Utilities
393
+ 262.0%
$80.96 - $92.96 $31.8K - $36.5K
543 $49.9M
CAT
Caterpillar Inc

Industrials
39
+ 16.53%
$326.75 - $407.63 $12.7K - $15.9K
275 $90.7M
JHMM
John Hancock Multifactor Mid C

ETFs
101
+ 14.41%
$55.69 - $63.12 $5.62K - $6.38K
802 $46M
PLL
Piedmont Lithium Inc.

Basic Materials
800
+ 200.0%
$6.3 - $9.91 $5.04K - $7.93K
1.2K $7.56M
MS
Morgan Stanley

Financial Services
35
+ 53.85%
$111.68 - $141.08 $3.91K - $4.94K
100 $11.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
42
+ 26.58%
$78.0 - $84.37 $3.28K - $3.54K
200 $16M
D
Dominion Energy, Inc

Utilities
2
+ 0.22%
$52.85 - $57.43 $106 - $115
898 $50.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50
+ 5.97%
$27.01 - $28.54 $1.35K - $1.43K
887 $24.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
50
+ 25.0%
$161.05 - $222.93 $8.05K - $11.1K
250 $45.9M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
93
+ 0.4%
$24.41 - $24.65 $2.27K - $2.29K
23.5K $575M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 5.7%
$551.42 - $612.93 $8.27K - $9.19K
278 $156M
F
Ford Motor CO

Consumer Cyclical
31
+ 0.51%
$9.12 - $10.43 $283 - $323
6.09K $61.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35
+ 44.87%
$25.77 - $27.6 $902 - $966
113 $3M
EQAL
Invesco ETF

ETFs
25
+ 10.0%
$46.28 - $50.51 $1.16K - $1.26K
275 $13M
MTH
Meritage Homes Corp

Consumer Cyclical
995
+ 118.03%
$69.41 - $152.01 $69.1K - $151K
1.84K $130M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.01%
$22.25 - $23.0 $22.3 - $23
12.6K $289M
Sirius Xm
1
+ 1.64%
N/A
62 $1.39M
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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