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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.75%
$70.77 - $73.59 $212 - $221
397 $29.1M
U
Unity Software Inc.

Technology
-14
- 17.95%
$24.01 - $46.53 $336 - $651
64 $2.56M
PFE
Pfizer Inc

Healthcare
-98
- 3.22%
$23.29 - $25.88 $2.28K - $2.54K
2.94K $75M
VBR
Vanguard Small Cap Value ETF

ETFs
-84
- 5.5%
$195.41 - $212.37 $16.4K - $17.8K
1.44K $301M
MBB
Ishares Tr

ETFs
-32
- 0.53%
$92.46 - $95.73 $2.96K - $3.06K
6.01K $571M
TER
Teradyne, Inc

Technology
-31
- 16.06%
$90.15 - $137.64 $2.79K - $4.27K
162 $22.3M
IWM
Ishares Russell 2000 ETF

ETFs
-34
- 6.68%
$214.92 - $244.84 $7.31K - $8.32K
475 $115M
LITE
Lumentum Holdings Inc.

Technology
-16
- 13.33%
$90.44 - $171.5 $1.45K - $2.74K
104 $16.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-10
- 1.06%
$301.44 - $365.84 $3.01K - $3.66K
936 $303M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-18
- 0.85%
$94.17 - $99.95 $1.7K - $1.8K
2.11K $211M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 4.05%
$620.67 - $670.08 $15.5K - $16.8K
593 $397M
VB
Vanguard Small Cap ETF

ETFs
-2
- 0.18%
$237.58 - $259.17 $475 - $518
1.08K $275M
Ge Vernova
-12
- 2.56%
N/A
457 $281M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-874
- 0.94%
$44.22 - $45.74 $38.6K - $40K
92.1K $4.2B
IGM
Ishares Expanded Tech Sector E

ETFs
-75
- 1.84%
$110.96 - $127.67 $8.32K - $9.58K
4K $503M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-77
- 0.54%
$42.26 - $47.16 $3.25K - $3.63K
14.2K $657M
SPYG
Spdr Portfolio

ETFs
-1.11K
- 6.01%
$94.33 - $105.31 $105K - $117K
17.4K $1.82B
TSLA
Tesla, Inc.

Consumer Cyclical
-292
- 19.68%
$293.94 - $444.72 $85.8K - $130K
1.19K $530M
VUG
Vanguard Growth ETF

ETFs
-1.19K
- 7.76%
$433.97 - $484.08 $517K - $577K
14.2K $6.8B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-16
- 2.72%
$311.12 - $482.13 $4.98K - $7.71K
573 $261M
IEFA
Ishares Tr

ETFs
-112
- 0.53%
$81.7 - $87.53 $9.15K - $9.8K
20.9K $1.83B
PLTR
Palantir Technologies Inc.

Technology
-296
- 10.57%
$130.68 - $186.97 $38.7K - $55.3K
2.5K $457M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.12%
$282.78 - $316.06 $1.41K - $1.58K
4.23K $1.33B
MSFT
Microsoft Corp

Technology
-75
- 1.05%
$491.09 - $535.64 $36.8K - $40.2K
7.07K $3.66B
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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