Fourth Dimension Wealth, LLC Reduced Holdings in Q2 2025

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-8.84K
- 27.06%
$153.67 - $176.74 $1.36M - $1.56M
23.8K $4.21B
AAPL
Apple Inc.

Technology
-2.13K
- 3.7%
$172.42 - $223.89 $367K - $477K
55.4K $11.4B
VUG
Vanguard Growth ETF

ETFs
-5.33K
- 25.76%
$329.49 - $438.4 $1.76M - $2.34M
15.4K $6.74B
WMT
Walmart Inc.

Consumer Defensive
-3.42K
- 47.64%
$81.79 - $99.98 $280K - $342K
3.76K $367M
MBB
Ishares Tr

ETFs
-2.54K
- 29.64%
$91.41 - $94.22 $233K - $240K
6.04K $567M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.51K
- 48.13%
$50.1 - $51.02 $226K - $230K
4.86K $248M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.04K
- 50.68%
$104.23 - $134.39 $213K - $275K
1.99K $267M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.47K
- 31.91%
$105.23 - $109.61 $155K - $161K
3.13K $344M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.93K
- 21.49%
$77.94 - $79.5 $151K - $154K
7.06K $561M
VBK
Vanguard Small Cap Growth ETF

ETFs
-736
- 28.43%
$219.76 - $276.94 $162K - $204K
1.85K $513M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.26K
- 55.56%
$99.1 - $99.49 $125K - $125K
1.01K $100M
VBR
Vanguard Small Cap Value ETF

ETFs
-709
- 31.69%
$162.76 - $195.77 $115K - $139K
1.53K $298M
MTH
Meritage Homes Corp

Consumer Cyclical
-1.59K
- 86.62%
$62.44 - $71.44 $99.4K - $114K
246 $16.5M
IBM
International Business Machines Corp

Technology
-468
- 70.06%
$221.03 - $294.78 $103K - $138K
200 $59M
IEFA
Ishares Tr

ETFs
-3.57K
- 14.51%
$67.83 - $84.09 $242K - $301K
21.1K $1.76B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.45K
- 12.57%
$90.56 - $109.49 $132K - $159K
10.1K $1.1B
IXUS
Ishares Tr

ETFs
-2.79K
- 18.03%
$62.37 - $77.63 $174K - $216K
12.7K $980M
TIP
Ishares Tr Tips Bd ETF

ETFs
-777
- 22.63%
$107.93 - $110.97 $83.9K - $86.2K
2.66K $292M
PG
Procter & Gamble CO

Consumer Defensive
-364
- 15.84%
$157.66 - $172.39 $57.4K - $62.7K
1.93K $308M
MEAR
Blackrock Short Maturity Munic

ETFs
-1.61K
- 8.59%
$49.74 - $50.27 $79.8K - $80.7K
17.1K $858M
MOH
Molina Healthcare, Inc.

Healthcare
-200
- 31.25%
$290.25 - $353.24 $58.1K - $70.6K
440 $131M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-865
- 28.89%
$81.46 - $94.63 $70.5K - $81.9K
2.13K $201M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-525
- 28.38%
$152.42 - $182.82 $80K - $96K
1.33K $242M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-744
- 32.03%
$83.97 - $92.85 $62.5K - $69.1K
1.58K $139M
NKE
Nike, Inc.

Consumer Cyclical
-1.1K
- 60.64%
$53.27 - $72.04 $58.6K - $79.2K
714 $50.7M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.54K
- 30.28%
$24.19 - $24.45 $61.3K - $62K
5.84K $142M
SJM
J M Smucker CO

Consumer Defensive
-403
- 48.97%
$94.41 - $118.52 $38K - $47.8K
420 $41.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-115
- 41.37%
$496.48 - $617.85 $57.1K - $71.1K
163 $101M
CAT
Caterpillar Inc

Industrials
-175
- 63.64%
$273.94 - $388.21 $47.9K - $67.9K
100 $38.8M
IWM
Ishares Russell 2000 ETF

ETFs
-301
- 37.16%
$174.82 - $215.79 $52.6K - $65K
509 $110M
KBE
Spdr S&P Bank ETF

ETFs
-998
- 57.89%
$45.85 - $55.78 $45.8K - $55.7K
726 $40.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-652
- 10.56%
$79.56 - $82.92 $51.9K - $54.1K
5.52K $458M
CVX
Chevron Corp

Energy
-225
- 45.45%
$133.73 - $168.51 $30.1K - $37.9K
270 $38.7M
OMF
One Main Holdings, Inc.

Financial Services
-986
- 46.95%
$40.42 - $57.0 $39.9K - $56.2K
1.11K $63.5M
RPM
Rpm International Inc

Basic Materials
-311
- 42.54%
$96.97 - $117.58 $30.2K - $36.6K
420 $46.1M
ENPH
Enphase Energy, Inc.

Technology
-91
- 6.06%
$34.56 - $62.52 $3.14K - $5.69K
1.41K $55.9M
OKE
Oneok Inc

Energy
-190
- 18.04%
$78.71 - $100.37 $15K - $19.1K
863 $70.4M
BXP
Boston Properties Inc

Real Estate
-500
- 55.56%
$56.86 - $74.12 $28.4K - $37.1K
400 $27M
PSX
Phillips 66

Energy
-250
- 55.56%
$92.87 - $125.73 $23.2K - $31.4K
200 $23.9M
ACN
Accenture PLC

Technology
-98
- 74.24%
$279.23 - $323.21 $27.4K - $31.7K
34 $10.2M
SLG
Sl Green Realty Corp

Real Estate
-600
- 35.29%
$47.9 - $65.94 $28.7K - $39.6K
1.1K $68.1M
Super Micro
-1K
- 71.43%
N/A
400 $19.6M
QCOM
Qualcomm Inc

Technology
-207
- 24.27%
$124.66 - $159.48 $25.8K - $33K
646 $103M
CRM
Salesforce, Inc.

Technology
-109
- 22.47%
$236.26 - $291.15 $25.8K - $31.7K
376 $103M
Lam Research
-500
- 55.56%
N/A
400 $38.9M
MCHI
Ishares Msci China ETF

ETFs
-488
- 34.37%
$45.22 - $55.86 $22.1K - $27.3K
932 $51.4M
NSA
National Storage Affiliates Trust

Real Estate
-600
- 80.0%
$31.82 - $39.04 $19.1K - $23.4K
150 $4.8M
OEF
Ishares S&P 100 ETF

ETFs
-100
- 55.25%
N/A
81 $24.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 1.65%
$483.48 - $539.8 $3.38K - $3.78K
416 $202M
Activity Summary
Buys All Purchases 154 New Holdings 30 Increased Positions 124 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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