Fourth Dimension Wealth, LLC Purchases in Q4 2024

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPOL
Ishares Tr Msci Poland ETF

ETFs
32.8K
New
$20.87 - $23.94 $685K - $786K
32.8K $685M
WMT
Walmart Inc.

Consumer Defensive
7.18K
New
$79.1 - $95.7 $568K - $687K
7.18K $649M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
27.2K
New
$23.25 - $23.37 $633K - $636K
27.2K $635M
TSLA
Tesla, Inc.

Consumer Cyclical
1.56K
New
$213.65 - $479.86 $333K - $747K
1.56K $629M
HD
Home Depot, Inc.

Consumer Cyclical
1.51K
New
$385.02 - $431.37 $580K - $650K
1.51K $586M
TAFI
Ab Active Etfs Inc Tax Aware S
23.4K
New
N/A
23.4K $585M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.2K
New
$40.06 - $45.21 $570K - $643K
14.2K $579M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
23.4K
New
$24.45 - $24.62 $572K - $576K
23.4K $573M
ETN
Eaton Corp PLC

Industrials
1.71K
New
$326.96 - $377.52 $558K - $644K
1.71K $566M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.17K
New
$74.5 - $78.37 $534K - $562K
7.17K $536M
SPMD
Spdr Portfolio

ETFs
8.69K
New
$54.13 - $59.56 $470K - $517K
8.69K $525M
MA
Mastercard Inc

Financial Services
996
New
$491.3 - $536.15 $489K - $534K
996 $525M
XOM
Exxon Mobil Corp

Energy
4.64K
New
$105.51 - $125.37 $490K - $582K
4.64K $499M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.67K
New
$106.56 - $113.11 $498K - $528K
4.67K $499M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.2K
New
$80.13 - $83.77 $496K - $519K
6.2K $497M
XLB
Select Sector Spdr Fd Material

ETFs
5.84K
New
$83.8 - $97.58 $489K - $569K
5.84K $491M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.63K
New
$61.68 - $67.87 $470K - $518K
7.63K $475M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.19K
New
$91.29 - $91.8 $474K - $477K
5.19K $475M
JPM
Jpmorgan Chase & CO

Financial Services
1.97K
New
$205.18 - $250.29 $403K - $492K
1.97K $471M
VGT
Vanguard Information Technolog

ETFs
740
New
$571.78 - $647.97 $423K - $479K
740 $460M
VBR
Vanguard Small Cap Value ETF

ETFs
2.29K
New
$197.36 - $217.3 $451K - $497K
2.29K $453M
EBND
Spdr Bloomberg Emerging Market

ETFs
21.6K
New
$19.53 - $21.1 $421K - $455K
21.6K $421M
MLN
Vaneck Long Muni ETF

ETFs
21.4K
New
$17.61 - $18.29 $378K - $392K
21.4K $383M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.44K
New
$106.33 - $110.69 $366K - $381K
3.44K $367M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.95K
New
$176.42 - $186.91 $344K - $364K
1.95K $347M
IBM
International Business Machines Corp

Technology
1.56K
New
$204.9 - $238.04 $319K - $370K
1.56K $342M
PG
Procter & Gamble CO

Consumer Defensive
1.99K
New
$161.05 - $179.7 $320K - $357K
1.99K $333M
IVV
Ishares Core S&P 500 ETF

ETFs
520
New
$570.51 - $610.59 $297K - $318K
520 $306M
MCD
Mcdonalds Corp

Consumer Cyclical
1.05K
New
$288.47 - $316.54 $303K - $332K
1.05K $304M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.6K
New
$22.39 - $23.45 $282K - $295K
12.6K $289M
V
Visa Inc.

Financial Services
909
New
$273.87 - $320.91 $249K - $292K
909 $287M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
530
New
$521.84 - $558.82 $277K - $296K
530 $286M
JNJ
Johnson & Johnson

Healthcare
1.85K
New
$143.34 - $165.86 $266K - $307K
1.85K $282M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.05K
New
$91.94 - $100.02 $280K - $305K
3.05K $282M
INSM
Insmed Inc

Healthcare
4.02K
New
$66.29 - $76.63 $267K - $308K
4.02K $278M
FITB
Fifth Third Bancorp

Financial Services
6.54K
New
$41.76 - $48.44 $273K - $317K
6.54K $276M
GOOG
Alphabet Inc.

Communication Services
1.44K
New
$163.08 - $198.16 $235K - $286K
1.44K $274M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.7K
New
$25.93 - $105.3 $251K - $1.02M
9.7K $270M
VB
Vanguard Small Cap ETF

ETFs
1.08K
New
$233.76 - $261.58 $253K - $283K
1.08K $260M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.23K
New
$113.92 - $127.38 $254K - $285K
2.23K $257M
ABBV
Abb Vie Inc.

Healthcare
1.43K
New
$164.99 - $203.87 $236K - $292K
1.43K $254M
SYK
Stryker Corp

Healthcare
680
New
$345.14 - $392.15 $235K - $267K
680 $245M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
11.8K
New
$20.6 - $20.71 $242K - $244K
11.8K $243M
COST
Costco Wholesale Corp

Consumer Defensive
258
New
$873.59 - $994.69 $225K - $257K
258 $237M
PSN
Parsons Corp

Industrials
2.47K
New
$92.25 - $113.31 $228K - $280K
2.47K $228M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.27K
New
$99.0 - $99.5 $225K - $226K
2.27K $225M
SHYD
Vaneck Short High Yield Muni E

ETFs
10K
New
$22.45 - $22.81 $225K - $228K
10K $225M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
9.2K
New
$23.7 - $24.34 $218K - $224K
9.2K $220M
SNOW
Snowflake Inc.

Technology
1.35K
New
$109.65 - $186.51 $148K - $251K
1.35K $208M
Activity Summary
Buys All Purchases 628 New Holdings 628 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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