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
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.15K
New
$53.0 - $55.5 $61K - $63.8K
1.15K $61.1M
VRT
Vertiv Holdings CO

Industrials
530
New
N/A
530 $60.2M
F
Ford Motor CO

Consumer Cyclical
6.06K
New
$9.69 - $11.4 $58.7K - $69.1K
6.06K $60M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
854
New
$69.58 - $74.87 $59.4K - $63.9K
854 $59.8M
PLTR
Palantir Technologies Inc.

Technology
766
New
$36.46 - $82.38 $27.9K - $63.1K
766 $57.9M
Lam Research
800
New
N/A
800 $57.8M
URA
Global X Uranium ETF

ETFs
2.16K
New
$26.78 - $33.46 $57.8K - $72.2K
2.16K $57.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
594
New
$96.64 - $101.23 $57.4K - $60.1K
594 $57.6M
BA
Boeing CO

Industrials
325
New
$138.14 - $180.72 $44.9K - $58.7K
325 $57.5M
OMF
One Main Holdings, Inc.

Financial Services
1.1K
New
$45.27 - $57.43 $49.8K - $63.2K
1.1K $57.3M
MDT
Medtronic PLC

Healthcare
702
New
$79.61 - $92.24 $55.9K - $64.8K
702 $56.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.1K
New
$49.79 - $51.14 $54.8K - $56.3K
1.1K $55.1M
DAL
Delta Air Lines, Inc.

Industrials
895
New
$47.46 - $65.77 $42.5K - $58.9K
895 $54.1M
GILD
Gilead Sciences, Inc.

Healthcare
580
New
$83.95 - $97.9 $48.7K - $56.8K
580 $53.6M
CAG
Conagra Brands Inc.

Consumer Defensive
1.91K
New
$26.48 - $32.72 $50.7K - $62.6K
1.91K $53.1M
Arista Networks
480
New
N/A
480 $53.1M
OEF
Ishares S&P 100 ETF

ETFs
181
New
N/A
181 $52.3M
AL
Air Lease Corp

Industrials
1.08K
New
$42.79 - $52.16 $46.1K - $56.2K
1.08K $52M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
4.27K
New
$12.12 - $13.1 $51.7K - $55.9K
4.27K $51.9M
ED
Consolidated Edison Inc

Utilities
572
New
$88.87 - $107.38 $50.8K - $61.4K
572 $51M
PLD
Prologis, Inc.

Real Estate
475
New
$101.4 - $126.96 $48.2K - $60.3K
475 $50.2M
DLY
Double Line Yield Opportunities Fund

N/A
3.1K
New
$15.64 - $16.56 $48.5K - $51.3K
3.1K $49.1M
Reddit Inc
300
New
N/A
300 $49M
MTZ
Mastec Inc

Industrials
360
New
$119.94 - $147.94 $43.2K - $53.3K
360 $49M
D
Dominion Energy, Inc

Utilities
896
New
$52.63 - $60.92 $47.2K - $54.6K
896 $48.3M
BMY
Bristol Myers Squibb CO

Healthcare
846
New
$51.92 - $59.94 $43.9K - $50.7K
846 $47.9M
AMGN
Amgen Inc

Healthcare
179
New
$258.78 - $328.31 $46.3K - $58.8K
179 $46.7M
ACN
Accenture PLC

Technology
132
New
$343.9 - $376.86 $45.4K - $49.7K
132 $46.5M
VMC
Vulcan Materials CO

Basic Materials
180
New
$237.95 - $292.31 $42.8K - $52.6K
180 $46.3M
VEA
Vanguard Ftse Developed Market

ETFs
950
New
$47.57 - $52.44 $45.2K - $49.8K
950 $45.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.05K
New
$43.02 - $47.32 $45.2K - $49.7K
1.05K $45.4M
SO
Southern CO

Utilities
150
New
$81.5 - $94.15 $12.2K - $14.1K
150 $44.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
384
New
$115.08 - $119.55 $44.2K - $45.9K
384 $44.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
200
New
$219.66 - $257.62 $43.9K - $51.5K
200 $44.2M
WPC
W. P. Carey Inc.

Real Estate
800
New
$53.44 - $61.33 $42.8K - $49.1K
800 $43.6M
ABT
Abbott Laboratories

Healthcare
383
New
$111.93 - $119.39 $42.9K - $45.7K
383 $43.3M
PRU
Prudential Financial Inc

Financial Services
361
New
$114.59 - $129.52 $41.4K - $46.8K
361 $42.8M
SHEL
Shell PLC

Energy
682
New
$60.63 - $70.23 $41.3K - $47.9K
682 $42.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
214
New
$172.07 - $207.36 $36.8K - $44.4K
214 $42.3M
JHMM
John Hancock Multifactor Mid C

ETFs
701
New
$59.61 - $64.8 $41.8K - $45.4K
701 $41.9M
Super Micro
1.37K
New
N/A
1.37K $41.6M
NVO
Novo Nordisk A S

Healthcare
480
New
$85.0 - $120.04 $40.8K - $57.6K
480 $41.3M
NUE
Nucor Corp

Basic Materials
353
New
$115.78 - $167.74 $40.9K - $59.2K
353 $41.2M
ROKU
Roku, Inc

Communication Services
550
New
$64.08 - $84.12 $35.2K - $46.3K
550 $40.9M
DECK
Deckers Outdoor Corp

Consumer Cyclical
200
New
$152.04 - $211.12 $30.4K - $42.2K
200 $40.6M
CVX
Chevron Corp

Energy
277
New
$141.15 - $162.53 $39.1K - $45K
277 $40.1M
ILMN
Illumina, Inc.

Healthcare
300
New
$128.99 - $155.15 $38.7K - $46.5K
300 $40.1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
123
New
$229.85 - $335.91 $28.3K - $41.3K
123 $40M
TRV
Travelers Companies, Inc.

Financial Services
165
New
$225.97 - $266.66 $37.3K - $44K
165 $39.7M
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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