Fourth Dimension Wealth, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$206.9B
Holdings
630
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (630 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ANGLVANECK FALLEN | 2,928 | $84.5M | 0.04% | |
| 202 | CVXCHEVRON CORP | 495 | $82.8M | 0.04% | |
| 203 | BABOEING COMPANY | 475 | $81.0M | 0.04% | |
| 204 | DGROISHARES CORE | 1,306 | $80.7M | 0.04% | |
| 205 | HBANHUNTINGTON BANCSHARES | 5,362 | $80.5M | 0.04% | |
| 206 | STESTERIS PLC | 350 | $79.3M | 0.04% | |
| 207 | EPDENTERPRISE PRODUCTS | 2,294 | $78.3M | 0.04% | |
| 208 | MCHIISHARES MSCI | 1,420 | $77.2M | 0.04% | |
| 209 | KMBKIMBERLY CLARK | 520 | $74.0M | 0.04% | |
| 210 | NETCLOUDFLARE INC | 641 | $72.2M | 0.03% | |
| 211 | MMM3M COMPANY | 484 | $71.1M | 0.03% | |
| 212 | BXBLACKSTONE INC | 500 | $69.9M | 0.03% | |
| 213 | FXYINVESCO CURRENCYSHARES | 1,100 | $67.7M | 0.03% | |
| 214 | LVLNSPDR S&P | 1,161 | $66.0M | 0.03% | |
| 215 | UNHUNITEDHEALTH GROUP | 125 | $65.5M | 0.03% | |
| 216 | LRCXLAM RESEARCH | 900 | $65.4M | 0.03% | |
| 217 | GILDGILEAD SCIENCES | 580 | $65.0M | 0.03% | |
| 218 | PFEPFIZER INC | 2,538 | $64.3M | 0.03% | |
| 219 | SPLVINVESCO S&P | 854 | $63.8M | 0.03% | |
| 220 | AAAUGOLDMAN SACHS | 2,057 | $63.5M | 0.03% | |
| 221 | EDCONSOLIDATED EDISON | 572 | $63.3M | 0.03% | |
| 222 | MDTMEDTRONIC PLC | 703 | $63.1M | 0.03% | |
| 223 | FLMXFRANKLIN FTSE | 2,514 | $62.9M | 0.03% | |
| 224 | OUSAALPS OSHARES | 1,150 | $61.2M | 0.03% | |
| 225 | FFORD MOTOR | 6,089 | $61.1M | 0.03% | |
| 226 | BXPBXP INC | 900 | $60.5M | 0.03% | |
| 227 | ADBEADOBE INC | 150 | $57.5M | 0.03% | |
| 228 | TOTLSPDR DOUBLELINE | 1,413 | $56.9M | 0.03% | |
| 229 | ENBENBRIDGE INC | 1,273 | $56.4M | 0.03% | |
| 230 | AMGNAMGEN INC | 179 | $55.8M | 0.03% | |
| 231 | PSXPHILLIPS 66 | 450 | $55.6M | 0.03% | |
| 232 | VTEBVANGUARD MUNICIPAL | 1,100 | $54.6M | 0.03% | |
| 233 | PLDPROLOGIS INC | 475 | $53.1M | 0.03% | |
| 234 | NZFNUVEEN MUNICIPAL | 4,267 | $52.2M | 0.03% | |
| 235 | ABTABBOTT LABORATORIES | 383 | $50.8M | 0.02% | |
| 236 | WPCW P CAREY | 800 | $50.5M | 0.02% | |
| 237 | DDOMINION ENERGY | 898 | $50.3M | 0.02% | |
| 238 | AVGOBROADCOM INC | 300 | $50.3M | 0.02% | |
| 239 | SHELSHELL PLC | 682 | $50.0M | 0.02% | |
| 240 | SOSOUTHERN COMPANY | 543 | $49.9M | 0.02% | |
| 241 | DLYDOUBLELINE YIELD | 3,100 | $49.9M | 0.02% | |
| 242 | URAGLOBAL X | 2,157 | $49.4M | 0.02% | |
| 243 | OEFISHARES S&P | 181 | $49.1M | 0.02% | |
| 244 | VEAVANGUARD FTSE | 950 | $48.3M | 0.02% | |
| 245 | SMCISUPER MICRO | 1,400 | $47.9M | 0.02% | |
| 246 | SPYDSPDR PORTFOLIO | 1,050 | $46.5M | 0.02% | |
| 247 | JHMMJOHN HANCOCK | 802 | $46.0M | 0.02% | |
| 248 | STZCONSTELLATION BRANDS | 250 | $45.9M | 0.02% | |
| 249 | LULULULULEMON ATHLETICA | 160 | $45.3M | 0.02% | |
| 250 | AGGISHARES CORE | 453 | $44.8M | 0.02% | |
| 251 | NVSNNOVARTIS AG | 400 | $44.6M | 0.02% | |
| 252 | TRVTRAVELERS COS | 165 | $43.6M | 0.02% | |
| 253 | VSTVISTRA CORP | 361 | $42.4M | 0.02% | |
| 254 | MTZMASTEC INC | 360 | $42.0M | 0.02% | |
| 255 | PNCPNC FINANCIAL | 236 | $41.5M | 0.02% | |
| 256 | ACNACCENTURE PLC | 132 | $41.3M | 0.02% | |
| 257 | COPCONOCOPHILLIPS | 390 | $41.0M | 0.02% | |
| 258 | BSXBOSTON SCIENTIFIC | 400 | $40.4M | 0.02% | |
| 259 | PRUPRUDENTIAL FINANCIAL | 361 | $40.3M | 0.02% | |
| 260 | NVONOVO NORDISK | 580 | $40.3M | 0.02% | |
| 261 | MRVLMARVELL TECHNOLOGY | 652 | $40.1M | 0.02% | |
| 262 | LPLALPL FINANCIAL | 123 | $40.1M | 0.02% | |
| 263 | ADPAUTOMATIC DATA | 129 | $39.4M | 0.02% | |
| 264 | BMYBRISTOL MYERS | 646 | $39.4M | 0.02% | |
| 265 | DALDELTA AIRLINES | 895 | $39.0M | 0.02% | |
| 266 | VAWVANGUARD MATERIALS | 204 | $38.5M | 0.02% | |
| 267 | IVEISHARES S&P | 200 | $38.1M | 0.02% | |
| 268 | NUENUCOR CORP | 313 | $37.7M | 0.02% | |
| 269 | CMGCHIPOTLE MEXICAN | 750 | $37.7M | 0.02% | |
| 270 | ANETARISTA NETWORKS | 480 | $37.2M | 0.02% | |
| 271 | OREALTY INCOME | 641 | $37.2M | 0.02% | |
| 272 | EMXCISHARES MSCI | 664 | $36.6M | 0.02% | |
| 273 | IEIISHARES 3-7YR | 303 | $35.8M | 0.02% | |
| 274 | TSMTAIWAN SEMICONDUCTOR | 214 | $35.5M | 0.02% | |
| 275 | JEPQJPMORGAN | 683 | $35.4M | 0.02% | |
| 276 | IWBISHARES RUSSELL | 112 | $34.5M | 0.02% | |
| 277 | RITMRITHM CAPITAL | 3,000 | $34.4M | 0.02% | |
| 278 | FLINFRANKLIN FTSE | 932 | $34.3M | 0.02% | |
| 279 | AEPAMERICAN ELECTRIC | 306 | $33.4M | 0.02% | |
| 280 | IOTSAMSARA INC | 871 | $33.4M | 0.02% | |
| 281 | EPOLISHARES MSCI | 1,157 | $32.4M | 0.02% | |
| 282 | BNDXVANGUARD TOTAL | 664 | $32.4M | 0.02% | |
| 283 | ITOTISHARES CORE | 265 | $32.3M | 0.02% | |
| 284 | PCYINVESCO EMERGING | 1,595 | $32.2M | 0.02% | |
| 285 | MSIMOTOROLA SOLUTIONS | 73 | $32.0M | 0.02% | |
| 286 | FSKFS KKR | 1,507 | $31.6M | 0.02% | |
| 287 | BSVVANGUARD SHORT | 397 | $31.1M | 0.02% | |
| 288 | RCLROYAL CARIBBEAN | 150 | $30.8M | 0.01% | |
| 289 | PSCTINVESCO S&P | 755 | $30.3M | 0.01% | |
| 290 | ASEAGLOBAL X | 1,912 | $30.0M | 0.01% | |
| 291 | NSANATIONAL STORAGE | 750 | $29.6M | 0.01% | |
| 292 | PYPLPAYPAL HOLDINGS | 449 | $29.3M | 0.01% | |
| 293 | NSCNORFOLK SOUTHERN | 121 | $28.7M | 0.01% | |
| 294 | EMREMERSON ELECTRIC | 260 | $28.5M | 0.01% | |
| 295 | MPWRMONOLITHIC POWER | 49 | $28.4M | 0.01% | |
| 296 | WYWEYERHAEUSER CO | 960 | $28.1M | 0.01% | |
| 297 | ETENERGY TRANSFER | 1,500 | $27.9M | 0.01% | |
| 298 | KLMNINVESCO S&P | 300 | $27.8M | 0.01% | |
| 299 | STXSEAGATE TECHNOLOGY | 318 | $27.0M | 0.01% | |
| 300 | MPCMARATHON PETROLEUM | 185 | $27.0M | 0.01% |