Fourth Dimension Wealth, LLC Reduced Holdings in Q3 2025

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-196
- 43.95%
$43.31 - $48.98 $8.49K - $9.6K
250 $11.3M
JHMM
John Hancock Multifactor Mid C

ETFs
-176
- 25.07%
$61.22 - $65.26 $10.8K - $11.5K
526 $34M
PRU
Prudential Financial Inc

Financial Services
-70
- 23.81%
$100.68 - $109.89 $7.05K - $7.69K
224 $23.2M
MRVL
Marvell Technology, Inc.

Technology
-153
- 22.47%
$62.31 - $84.07 $9.53K - $12.9K
528 $44.4M
NKE
Nike, Inc.

Consumer Cyclical
-100
- 14.01%
$69.24 - $79.24 $6.92K - $7.92K
614 $42.8M
BDX
Becton Dickinson & CO

Healthcare
-50
- 50.0%
$172.41 - $199.66 $8.62K - $9.98K
50 $9.36M
CMCSA
Comcast Corp

Communication Services
-144
- 26.72%
$31.41 - $36.33 $4.52K - $5.23K
395 $12.4M
ADP
Automatic Data Processing Inc

Industrials
-13
- 10.08%
$288.69 - $310.94 $3.75K - $4.04K
116 $34M
TFSL
Tfs Financial Corp

Financial Services
-440
- 30.64%
$12.61 - $14.23 $5.55K - $6.26K
996 $13.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-147
- 10.58%
$39.58 - $40.74 $5.82K - $5.99K
1.24K $50.4M
UPS
United Parcel Service Inc

Industrials
-9
- 4.0%
$82.58 - $105.54 $743 - $950
216 $18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-16
- 3.56%
$65.64 - $78.22 $1.05K - $1.25K
433 $29M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-50
- 8.39%
$72.01 - $74.44 $3.6K - $3.72K
546 $40.1M
UNP
Union Pacific Corp

Industrials
-15
- 34.88%
$214.91 - $237.16 $3.22K - $3.56K
28 $6.62M
SHYD
Vaneck Short High Yield Muni E

ETFs
-306
- 2.47%
$22.31 - $23.01 $6.83K - $7.04K
12.1K $276M
TRMB
Trimble Inc.

Technology
-46
- 30.26%
$76.46 - $85.24 $3.52K - $3.92K
106 $8.66M
AI
C3.Ai, Inc.

Technology
-38
- 12.79%
$15.46 - $29.16 $587 - $1.11K
259 $4.49M
QRVO
Qorvo, Inc.

Technology
-40
- 29.2%
$83.6 - $96.31 $3.34K - $3.85K
97 $8.84M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-124
- 5.29%
$28.95 - $29.73 $3.59K - $3.69K
2.22K $66M
AOR
Ishares Tr Core Growth Allocat

ETFs
-46
- 34.59%
$60.99 - $64.39 $2.81K - $2.96K
87 $5.63M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-238
- 32.56%
$10.48 - $10.64 $2.49K - $2.53K
493 $5.23M
ITRI
Itron, Inc.

Technology
-13
- 11.82%
$117.47 - $138.42 $1.53K - $1.8K
97 $12.1M
Newsmax Inc
-50
- 7.69%
N/A
600 $7.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-17
- 6.97%
$60.9 - $70.75 $1.04K - $1.2K
227 $14.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-483
- 6.82%
$11.15 - $11.87 $5.39K - $5.73K
6.6K $76.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-47
- 2.01%
$97.75 - $100.75 $4.59K - $4.74K
2.29K $230M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-55
- 34.81%
$49.43 - $54.52 $2.72K - $3K
103 $5.58M
VV
Vanguard Large Cap ETF

ETFs
-9
- 26.47%
$285.05 - $309.14 $2.57K - $2.78K
25 $7.61M
ES
Eversource Energy

Utilities
-40
- 43.48%
$62.86 - $71.14 $2.51K - $2.85K
52 $3.7M
DGRO
Ishares Core Dividend Growth E

ETFs
-106
- 8.12%
$64.12 - $68.08 $6.8K - $7.22K
1.2K $81.7M
ALRM
Alarm.Com Holdings, Inc.

Technology
-19
- 13.77%
$51.29 - $59.16 $975 - $1.12K
119 $6.32M
DOCU
Docusign, Inc.

Technology
-13
- 14.29%
$67.14 - $85.01 $873 - $1.11K
78 $5.62M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-115
- 12.35%
$20.22 - $21.71 $2.33K - $2.5K
816 $17.6M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-42
- 2.11%
$36.55 - $37.16 $1.54K - $1.56K
1.95K $72.3M
SYNA
Synaptics Inc

Technology
-21
- 24.42%
$59.7 - $74.35 $1.25K - $1.56K
65 $4.44M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-47
- 8.25%
$24.11 - $24.94 $1.13K - $1.17K
523 $13M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-27
- 7.46%
$49.09 - $50.58 $1.33K - $1.37K
335 $16.9M
SQ
Block, Inc.

Technology
-20
- 20.0%
N/A
80 $5.78M
Super Micro
-10
- 2.5%
N/A
390 $18.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-44
- 8.29%
$53.81 - $57.52 $2.37K - $2.53K
487 $28M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-15
- 11.36%
$50.09 - $50.73 $751 - $761
117 $5.91M
MA
Mastercard Inc

Financial Services
-13
- 1.31%
$550.18 - $598.96 $7.15K - $7.79K
982 $559M
CRNC
Cerence Inc.

Technology
-37
- 23.72%
$8.14 - $13.52 $301 - $500
119 $1.48M
TDOC
Teladoc Health, Inc.

Healthcare
-6
- 11.54%
$6.78 - $8.85 $40.7 - $53.1
46 $356K
QCOM
Qualcomm Inc

Technology
-27
- 4.18%
$145.84 - $173.55 $3.94K - $4.69K
619 $103M
VO
Vanguard Mid Cap ETF

ETFs
-1
- 2.27%
$279.83 - $293.74 $280 - $294
43 $12.5M
CEVA
Ceva Inc

Technology
-29
- 12.18%
$20.7 - $26.55 $600 - $770
209 $5.52M
SYY
Sysco Corp

Consumer Defensive
-14
- 5.74%
$76.33 - $82.51 $1.07K - $1.16K
230 $18.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9
- 3.31%
$66.38 - $71.68 $597 - $645
263 $18.8M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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