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
WMT
Walmart Inc.

Consumer Defensive
-4
- 0.06%
$84.5 - $105.05 $338 - $420
7.18K $630M
LMT
Lockheed Martin Corp

Industrials
-15
- 5.77%
$423.19 - $506.29 $6.35K - $7.59K
245 $109M
MBB
Ishares Tr

ETFs
-373
- 4.17%
$90.37 - $94.08 $33.7K - $35.1K
8.58K $805M
GIS
General Mills Inc

Consumer Defensive
-150
- 8.65%
$57.56 - $65.3 $8.63K - $9.8K
1.59K $94.8M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-739
- 6.28%
$20.64 - $20.73 $15.3K - $15.3K
11K $228M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 5.09%
$225.19 - $279.95 $22.5K - $28K
1.87K $457M
KMI
Kinder Morgan, Inc.

Energy
-512
- 53.22%
$26.1 - $31.22 $13.4K - $16K
450 $12.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-141
- 23.74%
$95.85 - $99.25 $13.5K - $14K
453 $44.8M
ETR
Entergy Corp

Utilities
-190
- 48.72%
$75.26 - $87.89 $14.3K - $16.7K
200 $17.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-160
- 90.4%
$74.85 - $84.89 $12K - $13.6K
17 $1.4M
SHOP
Shopify Inc.

Technology
-70
- 25.0%
$90.59 - $129.31 $6.34K - $9.05K
210 $20M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-1.93K
- 77.2%
$2.86 - $9.78 $5.52K - $18.9K
570 $1.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-81
- 21.09%
$114.57 - $118.14 $9.28K - $9.57K
303 $35.8M
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 23.64%
$53.9 - $63.11 $10.8K - $12.6K
646 $39.4M
VZ
Verizon Communications Inc

Communication Services
-550
- 16.87%
$37.81 - $46.49 $20.8K - $25.6K
2.71K $123M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-123
- 25.36%
$49.69 - $50.76 $6.11K - $6.24K
362 $18.1M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-500
- 50.0%
$12.04 - $13.32 $6.02K - $6.66K
500 $6.28M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-54
- 1.77%
$90.0 - $96.32 $4.86K - $5.2K
2.99K $276M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-68
- 0.75%
$11.22 - $11.8 $763 - $802
8.99K $101M
NUE
Nucor Corp

Basic Materials
-40
- 11.33%
$114.48 - $142.52 $4.58K - $5.7K
313 $37.7M
ASML
Asml Holding Nv

Technology
-4
- 14.29%
$662.63 - $776.99 $2.65K - $3.11K
24 $15.9M
NEE
Nextera Energy Inc

Utilities
-30
- 2.11%
$66.96 - $76.16 $2.01K - $2.28K
1.39K $98.6M
FLIN
Franklin Templeton ETF Tr

ETFs
-58
- 5.86%
$34.0 - $38.4 $1.97K - $2.23K
932 $34.3M
DVN
Devon Energy Corp

Energy
-102
- 48.57%
$33.15 - $38.55 $3.38K - $3.93K
108 $4.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-208
- 2.9%
$73.78 - $76.59 $15.3K - $15.9K
6.96K $533M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-43
- 29.05%
N/A
105 $5.24M
RKT
Rocket Companies, Inc.

Financial Services
-200
- 98.04%
$10.28 - $15.77 $2.06K - $3.15K
4 $48K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-50
- 35.21%
$44.41 - $45.98 $2.22K - $2.3K
92 $4.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-36
- 5.96%
$25.12 - $26.05 $904 - $938
568 $14.3M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-2
- 10.53%
$10.53 - $11.08 $21.1 - $22.2
17 $181K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-10
- 0.34%
$28.55 - $29.09 $286 - $291
2.93K $84.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-67
- 1.43%
$105.1 - $109.61 $7.04K - $7.34K
4.6K $500M
STE
Steris PLC

Healthcare
-22
- 5.91%
$202.46 - $232.74 $4.45K - $5.12K
350 $79.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13
- 0.14%
$77.7 - $78.94 $1.01K - $1.03K
8.99K $710M
VCIT
Vanguard Intermediate Term Cor

ETFs
-21
- 0.34%
$79.17 - $82.04 $1.66K - $1.72K
6.17K $505M
TIP
Ishares Tr Tips Bd ETF

ETFs
-6
- 0.17%
$106.22 - $111.09 $637 - $667
3.43K $381M
PM
Philip Morris International Inc.

Consumer Defensive
-172
- 11.89%
$117.15 - $158.79 $20.1K - $27.3K
1.28K $202M
XLU
Utilities Sector Spdr

ETFs
-114
- 0.87%
$74.7 - $80.27 $8.52K - $9.15K
13K $1.03B
XLV
Select Sector Spdr Fund Health

ETFs
-84
- 0.32%
$137.61 - $149.68 $11.6K - $12.6K
26.3K $3.84B
GLD
Spdr Gold Trust

ETFs
-603
- 6.02%
$243.19 - $288.14 $147K - $174K
9.41K $2.71B
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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