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
AAPL
Apple Inc.

Technology
50.3K
New
$221.69 - $259.02 $11.2M - $13M
50.3K $12.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
173K
New
$69.3 - $74.3 $12M - $12.8M
173K $12.3B
XLK
Technology Sector Spdr

ETFs
44.9K
New
$220.26 - $241.44 $9.88M - $10.8M
44.9K $10.5B
VUG
Vanguard Growth ETF

ETFs
20.7K
New
$378.79 - $428.11 $7.85M - $8.88M
20.7K $8.51B
NVDA
Nvidia Corp

Technology
48.5K
New
$117.0 - $148.88 $5.67M - $7.22M
48.5K $6.52B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
15K
New
$417.69 - $450.94 $6.25M - $6.75M
15K $6.37B
JMBS
Janus Detroit Str Tr Henderson

ETFs
140K
New
$44.03 - $46.65 $6.16M - $6.53M
140K $6.18B
AMZN
Amazon Com Inc

Consumer Cyclical
25.4K
New
$180.88 - $232.93 $4.6M - $5.92M
25.4K $5.62B
VTV
Vanguard Value ETF

ETFs
32.6K
New
$168.32 - $181.87 $5.49M - $5.93M
32.6K $5.52B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
43.6K
New
$111.85 - $120.71 $4.88M - $5.27M
43.6K $5.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.44K
New
$481.22 - $538.17 $3.58M - $4M
7.44K $3.85B
XLV
Select Sector Spdr Fund Health

ETFs
26.4K
New
$136.28 - $154.74 $3.6M - $4.08M
26.4K $3.65B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106K
New
$34.13 - $37.35 $3.61M - $3.95M
106K $3.61B
XLF
Financial Sector Spdr

ETFs
72.4K
New
$44.89 - $51.34 $3.25M - $3.72M
72.4K $3.51B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
75.9K
New
$45.38 - $46.88 $3.44M - $3.56M
75.9K $3.46B
SPTS
Spdr Portfolio Short Term Trea

ETFs
104K
New
$28.88 - $29.33 $3M - $3.05M
104K $3.01B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
84.6K
New
$34.21 - $38.73 $2.89M - $3.28M
84.6K $2.89B
XLY
Select Sector Spdr Consumer Di

ETFs
12.9K
New
$194.8 - $239.43 $2.5M - $3.08M
12.9K $2.88B
XLC
Select Sector Spdr Tr Communic

ETFs
27K
New
$89.66 - $102.16 $2.42M - $2.76M
27K $2.62B
AVSC
American Centy ETF Tr Avantis
47.7K
New
$52.7 - $59.57 $2.51M - $2.84M
47.7K $2.59B
GLD
Spdr Gold Trust

ETFs
10K
New
$236.59 - $257.5 $2.37M - $2.58M
10K $2.42B
VTI
Vanguard Total Stock Market Et

ETFs
7.62K
New
$280.04 - $302.45 $2.13M - $2.3M
7.62K $2.21B
XLE
Energy Sector Spdr

ETFs
23.4K
New
$83.32 - $97.27 $1.95M - $2.27M
23.4K $2.02B
MSFT
Microsoft Corp

Technology
4.69K
New
$406.35 - $454.46 $1.91M - $2.13M
4.69K $2B
XLI
Industrial Sector Spdr

ETFs
14.9K
New
$131.76 - $143.99 $1.97M - $2.15M
14.9K $1.97B
XLP
Consumer Staples Sector Spdr

ETFs
23.5K
New
N/A
23.5K $1.85B
SPIB
Spdr Portfolio Intermediate Te

ETFs
56.1K
New
$32.65 - $33.68 $1.83M - $1.89M
56.1K $1.84B
IEFA
Ishares Tr

ETFs
24.3K
New
$70.06 - $77.43 $1.71M - $1.88M
24.3K $1.71B
SPTL
Spdr Portfolio Long Term Treas

ETFs
61.6K
New
$26.05 - $29.17 $1.6M - $1.8M
61.6K $1.61B
NFLX
Netflix Inc

Communication Services
1.71K
New
$687.65 - $936.56 $1.17M - $1.6M
1.71K $1.52B
SPYG
Spdr Portfolio

ETFs
15.8K
New
$81.74 - $91.38 $1.29M - $1.45M
15.8K $1.5B
KBE
Spdr S&P Bank ETF

ETFs
26.7K
New
$51.33 - $62.76 $1.37M - $1.68M
26.7K $1.48B
META
Meta Platforms, Inc.

Communication Services
2.26K
New
$554.08 - $632.68 $1.25M - $1.43M
2.26K $1.32B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.4K
New
$50.62 - $50.97 $1.18M - $1.19M
23.4K $1.19B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
8.18K
New
$125.5 - $148.67 $1.03M - $1.22M
8.18K $1.08B
XLU
Utilities Sector Spdr

ETFs
13.1K
New
$74.89 - $82.93 $983K - $1.09M
13.1K $994M
FLMX
Franklin Templeton ETF Tr

ETFs
42.8K
New
$23.0 - $27.58 $984K - $1.18M
42.8K $984M
LLY
Eli Lilly & CO

Healthcare
1.26K
New
$727.2 - $932.06 $916K - $1.17M
1.26K $973M
MEAR
Blackrock Short Maturity Munic

ETFs
18.6K
New
$49.94 - $50.28 $929K - $936K
18.6K $929M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.9K
New
$51.09 - $55.27 $811K - $878K
15.9K $884M
GOOGL
Alphabet Inc.

Communication Services
4.61K
New
$161.86 - $196.66 $747K - $907K
4.61K $883M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.8K
New
$50.67 - $50.9 $852K - $856K
16.8K $853M
MBB
Ishares Tr

ETFs
8.96K
New
$91.26 - $95.82 $817K - $858K
8.96K $821M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
35K
New
$22.21 - $24.22 $776K - $847K
35K $777M
AMD
Advanced Micro Devices Inc

Technology
6.4K
New
$118.88 - $172.8 $760K - $1.11M
6.4K $772M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.6K
New
$264.18 - $304.19 $687K - $792K
2.6K $729M
IEMG
Ishares Inc

ETFs
13.9K
New
N/A
13.9K $728M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9K
New
$77.86 - $79.27 $701K - $714K
9K $702M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.2K
New
$44.33 - $49.55 $631K - $705K
14.2K $690M
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
Track This Portfolio

Track Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email