Fourth Dimension Wealth, LLC Reduced Holdings in Q3 2025

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-34.6K
- 96.38%
$20.66 - $20.74 $716K - $719K
1.3K $26.9M
NFLX
Netflix Inc

Communication Services
-36
- 1.84%
$1147.87 - $1297.18 $41.3K - $46.7K
1.92K $2.3B
INSM
Insmed Inc

Healthcare
-2.28K
- 97.56%
$96.14 - $147.2 $219K - $335K
57 $8.21M
Coreweave Inc
-1.19K
- 53.72%
N/A
1.03K $140M
SNOW
Snowflake Inc.

Technology
-918
- 90.0%
$191.73 - $241.0 $176K - $221K
102 $23M
WWD
Woodward, Inc.

Industrials
-837
- 97.33%
$237.33 - $266.1 $199K - $223K
23 $5.81M
COST
Costco Wholesale Corp

Consumer Defensive
-178
- 31.84%
$915.95 - $994.57 $163K - $177K
381 $352M
NET
Cloudflare, Inc.

Technology
-1.05K
- 68.44%
$181.39 - $228.28 $191K - $241K
486 $104M
DE
Deere & CO

Industrials
-361
- 58.7%
$457.26 - $524.37 $165K - $189K
254 $116M
PM
Philip Morris International Inc.

Consumer Defensive
-966
- 65.14%
$157.77 - $183.27 $152K - $177K
517 $83.8M
BAX
Baxter International Inc

Healthcare
-5.56K
- 94.44%
$21.71 - $31.23 $121K - $174K
327 $7.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.01K
- 15.9%
$50.81 - $51.07 $153K - $154K
15.9K $812M
MEAR
Blackrock Short Maturity Munic

ETFs
-2.75K
- 16.12%
$50.17 - $50.56 $138K - $139K
14.3K $723M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-4.22K
- 16.05%
$24.45 - $24.58 $103K - $104K
22.1K $542M
LLY
Eli Lilly & CO

Healthcare
-52
- 2.18%
$625.65 - $812.69 $32.5K - $42.3K
2.33K $1.78B
Circle Internet
-242
- 27.91%
N/A
625 $82.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.9K
- 48.24%
$21.77 - $22.57 $63.2K - $65.5K
3.12K $69.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-404
- 30.49%
$182.33 - $194.5 $73.7K - $78.6K
921 $179M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.72K
- 28.52%
$28.92 - $32.19 $78.6K - $87.5K
6.81K $217M
CRWD
Crowd Strike Holdings, Inc.

Technology
-85
- 20.0%
$412.46 - $514.1 $35.1K - $43.7K
340 $167M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-545
- 3.49%
$91.44 - $91.77 $49.8K - $50K
15.1K $1.38B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.13K
- 2.57%
$23.29 - $23.38 $49.7K - $49.8K
81K $1.89B
DG
Dollar General Corp

Consumer Defensive
-305
- 25.1%
$101.86 - $116.32 $31.1K - $35.5K
910 $94M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.89K
- 13.7%
$22.64 - $23.22 $42.7K - $43.8K
11.9K $274M
OMF
One Main Holdings, Inc.

Financial Services
-714
- 64.09%
$55.61 - $62.61 $39.7K - $44.7K
400 $22.6M
ZS
Zscaler, Inc.

Technology
-100
- 13.25%
$267.68 - $316.5 $26.8K - $31.7K
655 $196M
AVMU
American Centy ETF Travantis C

ETFs
-794
- 16.96%
$43.91 - $45.71 $34.9K - $36.3K
3.89K $177M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-425
- 8.12%
$76.16 - $78.59 $32.4K - $33.4K
4.81K $376M
NVO
Novo Nordisk A S

Healthcare
-397
- 82.71%
$45.38 - $71.7 $18K - $28.5K
83 $4.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-337
- 4.77%
$78.96 - $80.04 $26.6K - $27K
6.72K $537M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-263
- 8.39%
$107.66 - $112.36 $28.3K - $29.6K
2.87K $320M
TIP
Ishares Tr Tips Bd ETF

ETFs
-218
- 8.2%
$109.11 - $111.88 $23.8K - $24.4K
2.44K $271M
VBK
Vanguard Small Cap Growth ETF

ETFs
-199
- 10.74%
$276.51 - $305.12 $55K - $60.7K
1.65K $492M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-3.27K
- 89.09%
$6.1 - $6.35 $19.9K - $20.7K
400 $2.47M
Arm Holdings
-69
- 14.71%
N/A
400 $56.6M
SO
Southern CO

Utilities
-215
- 39.59%
$90.83 - $96.0 $19.5K - $20.6K
328 $31.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-200
- 34.78%
$38.58 - $58.24 $7.72K - $11.6K
375 $14.7M
DIS
Walt Disney CO

Communication Services
-35
- 2.94%
$112.25 - $124.0 $3.93K - $4.34K
1.16K $132M
VTV
Vanguard Value ETF

ETFs
-1.33K
- 5.57%
$175.51 - $186.57 $233K - $248K
22.5K $4.2B
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 19.23%
$121.72 - $136.77 $12.2K - $13.7K
420 $52.2M
PG
Procter & Gamble CO

Consumer Defensive
-17
- 0.88%
$150.47 - $161.22 $2.56K - $2.74K
1.92K $295M
IWS
Ishares Russell Midcap Value E

ETFs
-102
- 85.71%
$132.83 - $140.61 $13.5K - $14.3K
17 $2.37M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-155
- 9.82%
$85.01 - $90.35 $13.2K - $14K
1.42K $127M
COIN
Coinbase Global, Inc.

Technology
-30
- 30.0%
$297.99 - $419.78 $8.94K - $12.6K
70 $23.6M
ORCL
Oracle Corp

Technology
-100
- 37.59%
$218.96 - $328.33 $21.9K - $32.8K
166 $46.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-434
- 7.44%
$24.23 - $24.42 $10.5K - $10.6K
5.4K $132M
MCHP
Microchip Technology Inc

Technology
-100
- 16.67%
$60.95 - $75.26 $6.1K - $7.53K
500 $32.1M
TAFI
Ab Active Etfs Inc Tax Aware S
-662
- 2.28%
N/A
28.4K $720M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-1.4K
- 98.59%
$4.73 - $8.22 $6.62K - $11.5K
20 $130K
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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