Fourth Dimension Wealth, LLC Portfolio Holdings

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024

Fourth Dimension Wealth, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 629 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Spdr Portfolio S&P 1500 Compos with a value of $12.3B, Technology Sector Spdr with a value of $10.5B, Vanguard Growth ETF with a value of $8.51B, and Nvidia Corp with a value of $6.52B.

Examining the 13F form we can see an increase of $192B in the current position value.

Fourth Dimension Wealth, LLC is based out at Middleburg Heights, OH

Below you can find more details about Fourth Dimension Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $136 Billion
Technology: $25.3 Billion
Consumer Cyclical: $8.28 Billion
Communication Services: $4.78 Billion
Healthcare: $3.08 Billion
Financial Services: $2.91 Billion
Industrials: $2.4 Billion
Consumer Defensive: $2.31 Billion
Other: $3.32 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$109 Million 0.06% of portfolio
1,800
Q4 2024 New
$1.28B
$99 Million 0.05% of portfolio
6,485
Q4 2024 New
$1.79B
$88.5 Million 0.05% of portfolio
4,459
Q4 2024 New
$994M
$11.1 Million 0.01% of portfolio
2,500
Q4 2024 New
$1.41B
$12.1 Million 0.01% of portfolio
1,400
Q4 2024 New
$664M
$26.5 Million 0.01% of portfolio
3,150
Q4 2024 New
$1.47B
$9.89 Million 0.01% of portfolio
250
Q4 2024 New
$835M
$13 Million 0.01% of portfolio
413
Q4 2024 New
$1.39B
$464,000 0.0% of portfolio
27
Q4 2024 New
$532M
$321,000 0.0% of portfolio
242
Q4 2024 New
$629M
$1.12 Million 0.0% of portfolio
1,000
Q4 2024 New
$862M
$3.33 Million 0.0% of portfolio
500
Q4 2024 New
$1.89B
$2.69 Million 0.0% of portfolio
300
Q4 2024 New
$1.12B
$793,000 0.0% of portfolio
25
Q4 2024 New
$1.27B
$3.72 Million 0.0% of portfolio
200
Q4 2024 New
$741M
$42,000 0.0% of portfolio
21
Q4 2024 New
$1.97B
$659,000 0.0% of portfolio
25
Q4 2024 New
$398M
$3.28 Million 0.0% of portfolio
100
Q4 2024 New
$442M
$8.27 Million 0.0% of portfolio
1,428
Q4 2024 New
$1.56B
$8.06 Million 0.0% of portfolio
300
Q4 2024 New
$1.81B
$2.3 Million 0.0% of portfolio
204
Q4 2024 New
$1.85B
$519,000 0.0% of portfolio
100
Q4 2024 New
$1.03B
$107,000 0.0% of portfolio
50
Q4 2024 New
$1.05B
$377,000 0.0% of portfolio
37
Q4 2024 New
$892M
$3.7 Million 0.0% of portfolio
500
Q4 2024 New
$993M
$2.57 Million 0.0% of portfolio
100
Q4 2024 New
$364M
$18,000 0.0% of portfolio
7
Q4 2024 New
$1.71B
$5.42 Million 0.0% of portfolio
1,429
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 629
  • Current Value $192 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 628 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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