Fourth Dimension Wealth, LLC Reduced Holdings in Q1 2025

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-21.7K
- 12.58%
$67.03 - $74.61 $1.46M - $1.62M
151K $10.3B
KBE
Spdr S&P Bank ETF

ETFs
-25K
- 93.55%
$51.28 - $59.92 $1.28M - $1.5M
1.72K $91.3M
NVDA
Nvidia Corp

Technology
-1.1K
- 2.28%
$106.98 - $149.43 $118K - $165K
47.4K $5.14B
XLK
Technology Sector Spdr

ETFs
-809
- 1.8%
$206.38 - $242.18 $167K - $196K
44.1K $9.1B
AVSC
American Centy ETF Tr Avantis
-16.6K
- 34.89%
$48.08 - $56.12 $800K - $934K
31K $1.5B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-7.48K
- 91.52%
$120.5 - $145.97 $902K - $1.09M
693 $91.3M
FLMX
Franklin Templeton ETF Tr

ETFs
-40.3K
- 94.13%
$23.03 - $26.09 $928K - $1.05M
2.51K $62.9M
VUG
Vanguard Growth ETF

ETFs
-27
- 0.13%
$369.1 - $427.61 $9.97K - $11.5K
20.7K $7.68B
XLE
Energy Sector Spdr

ETFs
-9.52K
- 40.71%
$85.7 - $93.96 $815K - $894K
13.9K $1.29B
EPOL
Ishares Tr Msci Poland ETF

ETFs
-31.7K
- 96.48%
$20.91 - $29.15 $662K - $923K
1.16K $32.4M
XLP
Consumer Staples Sector Spdr

ETFs
-4.68K
- 19.87%
N/A
18.8K $1.54B
TSLA
Tesla, Inc.

Consumer Cyclical
-143
- 9.18%
$222.15 - $428.22 $31.8K - $61.2K
1.41K $366M
TER
Teradyne, Inc

Technology
-1.29K
- 80.06%
$82.6 - $140.0 $106K - $180K
321 $26.5M
IBM
International Business Machines Corp

Technology
-887
- 57.04%
$217.4 - $264.74 $193K - $235K
668 $166M
INSM
Insmed Inc

Healthcare
-2.4K
- 59.66%
$65.25 - $83.83 $157K - $201K
1.62K $124M
AMD
Advanced Micro Devices Inc

Technology
-245
- 3.83%
$96.63 - $129.55 $23.7K - $31.7K
6.15K $632M
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 0.54%
$271.18 - $303.12 $11.1K - $12.4K
7.57K $2.08B
PH
Parker Hannifin Corp

Industrials
-188
- 81.03%
$591.65 - $707.05 $111K - $133K
44 $26.7M
C
Citigroup Inc

Financial Services
-1.61K
- 98.65%
$67.23 - $84.63 $108K - $136K
22 $1.56M
RGTI
Rigetti Computing, Inc.

Technology
-5.23K
- 80.57%
$6.05 - $19.51 $31.6K - $102K
1.26K $9.98M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-5.79K
- 6.85%
$34.14 - $37.91 $198K - $220K
78.8K $2.81B
SOUN
Soundhound Ai, Inc.

Technology
-3.61K
- 80.94%
$8.12 - $20.62 $29.3K - $74.4K
850 $6.9M
NOW
Service Now, Inc.

Technology
-75
- 94.94%
$783.83 - $1170.39 $58.8K - $87.8K
4 $3.19M
SNOW
Snowflake Inc.

Technology
-474
- 35.16%
$146.16 - $192.78 $69.3K - $91.4K
874 $128M
VBK
Vanguard Small Cap Growth ETF

ETFs
-13
- 0.5%
$247.97 - $296.33 $3.22K - $3.85K
2.59K $652M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.05K
- 58.33%
$47.79 - $59.89 $50.2K - $62.9K
750 $37.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-704
- 97.51%
$100.59 - $103.47 $70.8K - $72.8K
18 $1.86M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-397
- 97.54%
$157.71 - $180.77 $62.6K - $71.8K
10 $1.61M
AVGO
Broadcom Inc.

Technology
-200
- 40.0%
$167.43 - $244.7 $33.5K - $48.9K
300 $50.3M
ENB
Enbridge Inc

Energy
-1.54K
- 54.75%
$41.54 - $45.45 $64K - $70K
1.27K $56.4M
MRVL
Marvell Technology, Inc.

Technology
-150
- 18.7%
$61.57 - $126.06 $9.24K - $18.9K
652 $40.1M
ASEA
Global X Funds Global X Ftse S

ETFs
-2.93K
- 60.51%
$15.42 - $16.26 $45.2K - $47.6K
1.91K $30M
VST
Vistra Corp.

Utilities
-260
- 41.87%
$108.49 - $191.89 $28.2K - $49.9K
361 $42.4M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2K
- 24.16%
$21.23 - $22.14 $42.4K - $44.3K
6.28K $138M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.68K
- 6.17%
$23.29 - $23.38 $39.1K - $39.3K
25.5K $597M
NKE
Nike, Inc.

Consumer Cyclical
-200
- 9.93%
$63.29 - $81.72 $12.7K - $16.3K
1.81K $115M
IWM
Ishares Russell 2000 ETF

ETFs
-89
- 9.9%
$198.1 - $229.79 $17.6K - $20.5K
810 $162M
VRT
Vertiv Holdings CO

Industrials
-200
- 37.74%
N/A
330 $23.8M
Annaly Capital
-2K
- 93.02%
N/A
150 $3.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-48
- 2.1%
$183.02 - $207.75 $8.78K - $9.97K
2.24K $417M
DGRO
Ishares Core Dividend Growth E

ETFs
-592
- 31.19%
$60.46 - $64.42 $35.8K - $38.1K
1.31K $80.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-838
- 37.23%
$38.99 - $40.37 $32.7K - $33.8K
1.41K $56.9M
ROKU
Roku, Inc

Communication Services
-450
- 81.82%
$67.36 - $99.07 $30.3K - $44.6K
100 $7.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-100
- 5.13%
$168.16 - $186.21 $16.8K - $18.6K
1.85K $316M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-25
- 4.72%
$228.41 - $293.71 $5.71K - $7.34K
505 $120M
SYK
Stryker Corp

Healthcare
-100
- 14.71%
$355.18 - $399.9 $35.5K - $40K
580 $216M
ORCL
Oracle Corp

Technology
-150
- 69.44%
$139.81 - $186.47 $21K - $28K
66 $9.23M
QBTS
D Wave Quantum Inc.

Technology
-3.05K
- 96.83%
$3.83 - $11.18 $11.7K - $34.1K
100 $760K
CDNS
Cadence Design Systems Inc

Technology
-15
- 4.08%
$233.96 - $324.52 $3.51K - $4.87K
353 $89.8M
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
Track This Portfolio

Track Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email