Fourth Dimension Wealth, LLC New Holdings in Q1 2025

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44.5K
New
$64.88 - $72.1 $2.89M - $3.21M
44.5K $2.93B
EEM
Ishares Msci Emerging Markets

ETFs
53.9K
New
$40.81 - $45.34 $2.2M - $2.44M
53.9K $2.36B
IXUS
Ishares Tr

ETFs
15.5K
New
$65.06 - $72.31 $1.01M - $1.12M
15.5K $1.08B
USFR
Wisdomtree Floating Rate Treas

ETFs
17.6K
New
$50.29 - $50.5 $884K - $888K
17.6K $885M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
504
New
$233.07 - $290.7 $117K - $147K
504 $136M
Viper Energy
2.91K
New
N/A
2.91K $131M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6.31K
New
$18.53 - $29.07 $117K - $183K
6.31K $120M
RJF
Raymond James Financial Inc

Financial Services
855
New
$137.62 - $172.64 $118K - $148K
855 $119M
BDC
Belden Inc.

Technology
1.17K
New
$99.82 - $122.07 $117K - $143K
1.17K $117M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.06K
New
$26.05 - $30.88 $53.6K - $63.5K
2.06K $63.5M
IVE
Ishares S&P 500 Value ETF

ETFs
200
New
$185.78 - $198.58 $37.2K - $39.7K
200 $38.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
300
New
$91.76 - $103.26 $27.5K - $31K
300 $27.8M
LNG
Cheniere Energy, Inc.

Energy
100
New
$209.32 - $253.66 $20.9K - $25.4K
100 $23.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.12K
New
$19.42 - $19.54 $21.7K - $21.8K
1.12K $21.7M
CVNA
Carvana Co.

Consumer Cyclical
100
New
$166.52 - $285.33 $16.7K - $28.5K
100 $20.9M
COF
Capital One Financial Corp

Financial Services
100
New
$163.87 - $209.82 $16.4K - $21K
100 $17.9M
VPU
Vanguard Utilities ETF

ETFs
100
New
$161.24 - $173.33 $16.1K - $17.3K
100 $17.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
New
$126.11 - $135.06 $12.6K - $13.5K
100 $12.9M
OXY
Occidental Petroleum Corp

Energy
200
New
$45.45 - $52.7 $9.09K - $10.5K
200 $9.87M
JHSC
John Hancock ETF Tr Multifacto

ETFs
250
New
$36.26 - $41.89 $9.07K - $10.5K
250 $9.32M
XLG
Invesco Exchange Traded Fd Tr

ETFs
200
New
$45.72 - $51.73 $9.14K - $10.3K
200 $9.2M
HQY
Healthequity, Inc.

Healthcare
100
New
$84.32 - $114.51 $8.43K - $11.5K
100 $8.84M
Ishares Bitcoin
150
New
N/A
150 $7.02M
XSW
Spdr S&P Software & Services E

ETFs
100
New
$159.76 - $197.42 $16K - $19.7K
100 $16M
MGV
Vanguard Mega Cap Value

ETFs
50
New
$123.61 - $133.01 $6.18K - $6.65K
50 $6.44M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
100
New
$60.05 - $72.21 $6.01K - $7.22K
100 $6.28M
Rubrik Inc
100
New
N/A
100 $6.1M
IYF
Ishares Tr

ETFs
50
New
$107.69 - $119.37 $5.38K - $5.97K
50 $5.64M
SKYY
First Trust Cloud Computing Et

ETFs
50
New
$102.23 - $131.18 $5.11K - $6.56K
50 $5.11M
Tempus Ai
100
New
N/A
100 $4.82M
ALCC
Alt C Acquisition Corp.

Financial Services
200
New
N/A
200 $4.33M
COIN
Coinbase Global, Inc.

Technology
25
New
$172.23 - $301.3 $4.31K - $7.53K
25 $4.31M
CFG
Citizens Financial Group Inc

Financial Services
100
New
$39.73 - $48.36 $3.97K - $4.84K
100 $4.1M
SMR
Nuscale Power Corp

Industrials
250
New
$14.16 - $29.08 $3.54K - $7.27K
250 $3.54M
IONQ
Ion Q, Inc.

Technology
150
New
$18.27 - $51.07 $2.74K - $7.66K
150 $3.31M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
50
New
$62.72 - $71.92 $3.14K - $3.6K
50 $3.15M
Sandisk Corp
63
New
N/A
63 $3M
Sailpoint Inc
100
New
N/A
100 $1.88M
T Rowe
30
New
N/A
30 $968K
DTE
Dte Energy CO

Utilities
50
New
$117.6 - $138.27 $5.88K - $6.91K
50 $6.91M
SMTC
Semtech Corp

Technology
22
New
$31.44 - $77.15 $692 - $1.7K
22 $757K
ES
Eversource Energy

Utilities
142
New
$55.63 - $63.8 $7.9K - $9.06K
142 $8.82M
Outset Medical
37
New
N/A
37 $409K
ZETA
Zeta Global Holdings Corp.

Technology
25
New
$13.56 - $24.69 $339 - $617
25 $339K
CVS
Cvs Health Corp

Healthcare
0
New
$44.22 - $68.64 $0 - $0
0 $0
GENI
Genius Sports LTD

Communication Services
0
New
$8.32 - $11.08 $0 - $0
0 $0
Gorilla Technology
0
New
N/A
0 $0
HOOD
Robinhood Markets, Inc.

Technology
0
New
$35.63 - $65.28 $0 - $0
0 $0
Te Connectivity
52
New
N/A
52 $7.35M
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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