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
ENPH
Enphase Energy, Inc.

Technology
1.5K
New
$59.52 - $111.18 $89.4K - $167K
1.5K $103M
PINS
Pinterest, Inc.

Communication Services
3.55K
New
$28.24 - $34.15 $100K - $121K
3.55K $103M
MRK
Merck & Co., Inc.

Healthcare
934
New
$96.31 - $114.76 $90K - $107K
934 $103M
CRWD
Crowd Strike Holdings, Inc.

Technology
300
New
$275.15 - $388.2 $82.5K - $116K
300 $103M
NEE
Nextera Energy Inc

Utilities
1.42K
New
$69.77 - $85.43 $99.1K - $121K
1.42K $102M
VFH
Vanguard Financial ETF

ETFs
851
New
$108.87 - $126.2 $92.6K - $107K
851 $101M
SPGI
S&P Global Inc.

Financial Services
200
New
$480.36 - $529.17 $96.1K - $106K
200 $99.6M
RGTI
Rigetti Computing, Inc.

Technology
6.49K
New
$0.74 - $17.08 $4.8K - $111K
6.49K $99M
RTX
Raytheon Technologies Corp

Industrials
848
New
$114.45 - $127.21 $97.1K - $108K
848 $98.1M
MO
Altria Group, Inc.

Consumer Defensive
1.83K
New
$49.06 - $57.74 $89.7K - $106K
1.83K $95.6M
SJM
J M Smucker CO

Consumer Defensive
823
New
$106.92 - $121.75 $88K - $100K
823 $90.6M
MRVL
Marvell Technology, Inc.

Technology
802
New
$70.31 - $124.78 $56.4K - $100K
802 $88.6M
SOUN
Soundhound Ai, Inc.

Technology
4.46K
New
$4.51 - $24.23 $20.1K - $108K
4.46K $88.5M
RPM
Rpm International Inc

Basic Materials
716
New
$120.09 - $140.26 $86K - $100K
716 $88.1M
HBAN
Huntington Bancshares Inc

Financial Services
5.36K
New
$14.18 - $18.2 $76K - $97.6K
5.36K $87.2M
BX
Blackstone Inc.

Financial Services
500
New
$148.45 - $199.05 $74.2K - $99.5K
500 $86.2M
VLO
Valero Energy Corp

Energy
700
New
$118.59 - $144.02 $83K - $101K
700 $85.8M
CAT
Caterpillar Inc

Industrials
236
New
$360.37 - $416.88 $85K - $98.4K
236 $85.6M
VST
Vistra Corp.

Utilities
621
New
$115.74 - $166.61 $71.9K - $103K
621 $85.6M
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.36K
New
$35.95 - $36.76 $84.8K - $86.7K
2.36K $85.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.94K
New
$28.6 - $29.27 $84K - $86K
2.94K $84.2M
NOW
Service Now, Inc.

Technology
79
New
$867.18 - $1148.42 $68.5K - $90.7K
79 $83.7M
DUK
Duke Energy Corp

Utilities
668
New
$105.76 - $120.76 $70.6K - $80.7K
668 $82.7M
SHW
Sherwin Williams CO

Basic Materials
206
New
$338.75 - $399.71 $69.8K - $82.3K
206 $80.2M
SU
Suncor Energy Inc

Energy
2.19K
New
$34.5 - $41.53 $75.6K - $91K
2.19K $78.2M
APP
App Lovin Corp

Technology
240
New
$130.67 - $401.5 $31.4K - $96.4K
240 $77.7M
ASEA
Global X Funds Global X Ftse S

ETFs
4.84K
New
$15.95 - $17.48 $77.2K - $84.6K
4.84K $77.2M
STE
Steris PLC

Healthcare
372
New
$204.34 - $235.7 $76K - $87.7K
372 $76.5M
SLG
Sl Green Realty Corp

Real Estate
1.1K
New
$66.24 - $81.13 $72.9K - $89.2K
1.1K $74.7M
PFE
Pfizer Inc

Healthcare
2.63K
New
$24.8 - $30.19 $65.2K - $79.3K
2.63K $74.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
722
New
$100.24 - $101.35 $72.4K - $73.2K
722 $72.6M
EPD
Enterprise Products Partners L.P.

Energy
2.29K
New
$28.66 - $34.43 $65.7K - $79K
2.29K $71.9M
BRX
Brixmor Property Group Inc.

Real Estate
2.57K
New
N/A
2.57K $71.4M
EVR
Evercore Inc.

Financial Services
257
New
$247.66 - $315.67 $63.6K - $81.1K
257 $71.2M
SRE
Sempra Energy

Utilities
812
New
$80.81 - $94.77 $65.6K - $77K
812 $71.2M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.16K
New
$54.6 - $68.9 $63.4K - $80K
1.16K $70.1M
NET
Cloudflare, Inc.

Technology
641
New
$78.11 - $117.56 $50.1K - $75.4K
641 $69M
KMB
Kimberly Clark Corp

Consumer Defensive
520
New
$130.37 - $146.09 $67.8K - $76K
520 $68.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
407
New
$153.8 - $176.52 $62.6K - $71.8K
407 $67.4M
DG
Dollar General Corp

Consumer Defensive
687
New
$73.27 - $84.47 $50.3K - $58K
687 $67.2M
TPG
Tpg Inc.

Financial Services
1.07K
New
$58.29 - $71.51 $62.2K - $76.3K
1.07K $67M
BXP
Boston Properties Inc

Real Estate
900
New
$73.33 - $89.72 $66K - $80.7K
900 $66.9M
ADBE
Adobe Inc.

Technology
150
New
$437.39 - $552.96 $65.6K - $82.9K
150 $66.7M
MCHI
Ishares Msci China ETF

ETFs
1.42K
New
$46.1 - $59.67 $65.5K - $84.7K
1.42K $66.5M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.1K
New
$58.4 - $64.37 $64.2K - $70.8K
1.1K $64.5M
UNH
Unitedhealth Group Inc

Healthcare
125
New
$485.52 - $625.25 $60.7K - $78.2K
125 $63.2M
MMM
3 M CO

Industrials
484
New
$124.74 - $137.12 $60.4K - $66.4K
484 $62.4M
WWD
Woodward, Inc.

Industrials
368
New
$159.67 - $187.29 $58.8K - $68.9K
368 $61.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
160
New
$260.53 - $404.79 $41.7K - $64.8K
160 $61.2M
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