Fourth Dimension Wealth, LLC New Holdings in Q4 2024

Fourth Dimension Wealth, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ROUS
Hartford Multifactor Us Equity

ETFs
100
New
$50.86 - $54.39 $5.09K - $5.44K
100 $5.09M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
50
New
$90.31 - $106.37 $4.52K - $5.32K
50 $4.99M
VTRS
Viatris Inc

Healthcare
333
New
$11.32 - $13.37 $3.77K - $4.45K
333 $4.87M
FMC
Fmc Corp

Basic Materials
100
New
$47.86 - $66.62 $4.79K - $6.66K
100 $4.86M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
45
New
$104.52 - $115.08 $4.7K - $5.18K
45 $4.75M
WBD
Warner Bros. Discovery, Inc.

Communication Services
447
New
$7.33 - $12.37 $3.28K - $5.53K
447 $4.72M
Solventum Corp
69
New
N/A
69 $4.56M
Psq Holdings
1K
New
N/A
1K $4.54M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
300
New
$12.95 - $17.41 $3.89K - $5.22K
300 $4.43M
Universal Stainless
100
New
N/A
100 $4.4M
HPE
Hewlett Packard Enterprise CO

Technology
200
New
$19.31 - $23.95 $3.86K - $4.79K
200 $4.27M
FDX
Fedex Corp

Industrials
15
New
$260.5 - $305.15 $3.91K - $4.58K
15 $4.22M
Linde PLC
10
New
N/A
10 $4.19M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
277
New
$14.65 - $15.8 $4.06K - $4.38K
277 $4.17M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
71
New
$57.38 - $61.11 $4.07K - $4.34K
71 $4.15M
ETSY
Etsy Inc

Consumer Cyclical
76
New
$47.48 - $61.61 $3.61K - $4.68K
76 $4.02M
IAU
Ishares Gold Trust

ETFs
80
New
$48.37 - $52.65 $3.87K - $4.21K
80 $3.96M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
200
New
$13.3 - $21.42 $2.66K - $4.28K
200 $3.72M
INDA
Ishares Msci India Index Fund

ETFs
71
New
$52.64 - $58.16 $3.74K - $4.13K
71 $3.71M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
500
New
$7.17 - $12.28 $3.59K - $6.14K
500 $3.7M
EDOW
First Tr Exchange Traded Fd

ETFs
100
New
$35.29 - $38.02 $3.53K - $3.8K
100 $3.63M
ROBO
Robo Global Robotics And Autom

ETFs
64
New
$55.06 - $58.6 $3.52K - $3.75K
64 $3.6M
PLL
Piedmont Lithium Inc.

Basic Materials
400
New
$8.46 - $14.46 $3.38K - $5.78K
400 $3.5M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
38
New
$86.15 - $94.34 $3.27K - $3.58K
38 $3.37M
WOLF
Wolfspeed, Inc.

Technology
500
New
$6.44 - $16.2 $3.22K - $8.1K
500 $3.33M
NOC
Northrop Grumman Corp

Industrials
7
New
$466.52 - $543.88 $3.27K - $3.81K
7 $3.29M
ZEUS
Olympic Steel Inc

Basic Materials
100
New
$32.46 - $43.02 $3.25K - $4.3K
100 $3.28M
U
Unity Software Inc.

Technology
138
New
$17.34 - $27.72 $2.39K - $3.83K
138 $3.1M
ENTG
Entegris Inc

Technology
30
New
$97.67 - $112.92 $2.93K - $3.39K
30 $2.97M
SLX
Vaneck ETF Tr Steel ETF

ETFs
50
New
$57.96 - $73.7 $2.9K - $3.69K
50 $2.92M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
491
New
$5.84 - $6.96 $2.87K - $3.42K
491 $2.9M
RGEN
Repligen Corp

Healthcare
20
New
$123.41 - $160.92 $2.47K - $3.22K
20 $2.88M
FORM
Formfactor Inc

Technology
65
New
$37.74 - $48.72 $2.45K - $3.17K
65 $2.86M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
40
New
$68.25 - $75.42 $2.73K - $3.02K
40 $2.74M
CCL
Carnival Corp

Consumer Cyclical
108
New
$17.34 - $26.8 $1.87K - $2.89K
108 $2.69M
GOGL
Golden Ocean Group LTD

Industrials
300
New
$8.62 - $13.16 $2.59K - $3.95K
300 $2.69M
ICSH
Blackrock Ultra Short Term Bon

ETFs
53
New
$50.35 - $50.69 $2.67K - $2.69K
53 $2.66M
AR
Antero Resources Corp

Energy
75
New
$25.54 - $35.52 $1.92K - $2.66K
75 $2.63M
IDYA
Ideaya Biosciences, Inc.

Healthcare
100
New
$24.79 - $31.98 $2.48K - $3.2K
100 $2.57M
ZTS
Zoetis Inc.

Healthcare
15
New
$162.24 - $194.42 $2.43K - $2.92K
15 $2.44M
CROX
Crocs, Inc.

Consumer Cyclical
22
New
$96.51 - $141.93 $2.12K - $3.12K
22 $2.41M
RKT
Rocket Companies, Inc.

Financial Services
204
New
$11.03 - $19.27 $2.25K - $3.93K
204 $2.3M
DRIV
Global X Fds Global X Autonomo

ETFs
100
New
$22.45 - $24.22 $2.25K - $2.42K
100 $2.3M
CRDF
Cardiff Oncology, Inc.

Healthcare
500
New
$2.31 - $5.35 $1.16K - $2.68K
500 $2.17M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
159
New
$13.32 - $14.34 $2.12K - $2.28K
159 $2.16M
QTEC
First Trust Nasdaq 100 Technol

ETFs
11
New
$185.87 - $204.12 $2.04K - $2.25K
11 $2.15M
PBYI
Puma Biotechnology, Inc.

Healthcare
700
New
$2.42 - $3.39 $1.69K - $2.37K
700 $2.14M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
60
New
N/A
60 $2.06M
SCHV
Schwab Strategic Tr Us Large C

ETFs
78
New
$25.79 - $80.4 $2.01K - $6.27K
78 $2.03M
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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