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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
31
+ 11.52%
$68.07 - $78.99 $2.11K - $2.45K
300 $20.4M
TFSL
Tfs Financial Corp

Financial Services
7
+ 0.49%
$12.02 - $13.88 $84.1 - $97.2
1.43K $17.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.42K
+ 8.94%
$49.78 - $53.19 $70.7K - $75.5K
17.3K $884M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 1.12%
$196.12 - $229.48 $196 - $229
90 $18.1M
NVO
Novo Nordisk A S

Healthcare
100
+ 20.83%
$69.3 - $90.95 $6.93K - $9.1K
580 $40.3M
VTRS
Viatris Inc

Healthcare
58
+ 17.42%
$8.68 - $12.42 $503 - $720
391 $3.41M
PEP
Pepsico Inc

Consumer Defensive
101
+ 16.08%
$142.64 - $156.42 $14.4K - $15.8K
729 $109M
AVMU
American Centy ETF Travantis C

ETFs
15
+ 0.37%
$45.11 - $46.66 $677 - $700
4.12K $187M
MCHP
Microchip Technology Inc

Technology
2
+ 0.67%
$48.41 - $64.3 $96.8 - $129
302 $14.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
255
+ 59.58%
$51.45 - $58.51 $13.1K - $14.9K
683 $35.4M
MRK
Merck & Co., Inc.

Healthcare
150
+ 16.06%
$83.01 - $101.02 $12.5K - $15.2K
1.08K $97.3M
EMR
Emerson Electric CO

Industrials
154
+ 145.28%
$108.64 - $131.17 $16.7K - $20.2K
260 $28.5M
DIS
Walt Disney CO

Communication Services
234
+ 20.67%
$96.87 - $114.0 $22.7K - $26.7K
1.37K $135M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.15%
$24.91 - $29.02 $374 - $435
9.71K $243M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
56
+ 1.47%
$126.86 - $146.45 $7.1K - $8.2K
3.88K $493M
XLY
Select Sector Spdr Consumer Di

ETFs
1.43K
+ 11.11%
$192.6 - $233.2 $275K - $333K
14.3K $2.82B
SPMD
Spdr Portfolio

ETFs
330
+ 3.8%
$50.21 - $57.73 $16.6K - $19.1K
9.02K $461M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
890
+ 6.26%
$40.03 - $46.81 $35.6K - $41.7K
15.1K $616M
GOOGL
Alphabet Inc.

Communication Services
395
+ 8.56%
$154.33 - $206.19 $61K - $81.4K
5.01K $775M
AMZN
Amazon Com Inc

Consumer Cyclical
2.85K
+ 11.19%
$190.26 - $242.06 $542K - $689K
28.3K $5.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.34%
$468.34 - $539.52 $11.7K - $13.5K
7.46K $3.5B
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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