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 |
|---|---|---|---|---|---|
| 101 | ABBVABBVIE INC | 1,430 | $299.6M | 0.14% | |
| 102 | AQLTISHARES U S | 12,586 | $289.3M | 0.14% | |
| 103 | IJRISHARES CORE | 2,647 | $276.8M | 0.13% | |
| 104 | IUSVISHARES CORE | 2,994 | $276.4M | 0.13% | |
| 105 | BILSPDR SER TR | 2,990 | $274.3M | 0.13% | |
| 106 | SHYDVANECK SHORT | 12,182 | $274.0M | 0.13% | |
| 107 | VOOVANGUARD S&P | 530 | $272.4M | 0.13% | |
| 108 | LLYELI LILLY & CO | 318 | $262.3M | 0.13% | |
| 109 | FITBFIFTH THIRD | 6,537 | $256.3M | 0.12% | |
| 110 | SPIBSPDR SER TR | 7,585 | $252.1M | 0.12% | |
| 111 | SCHGSCHWAB US | 9,711 | $243.2M | 0.12% | |
| 112 | VBVANGUARD SMALL | 1,083 | $240.2M | 0.12% | |
| 113 | DEDEERE & CO | 510 | $239.4M | 0.12% | |
| 114 | METAMETA PLATFORMS INC | 398 | $229.7M | 0.11% | |
| 115 | GSLCGOLDMAN SACHS ETF TR | 2,073 | $228.2M | 0.11% | |
| 116 | BSCPINVESCO BULLETSHARES | 11,032 | $228.1M | 0.11% | |
| 117 | BILSSPDR BLOOMBERG | 2,268 | $225.6M | 0.11% | |
| 118 | BRK/BBERKSHIRE HATHAWAY | 423 | $225.3M | 0.11% | |
| 119 | GOOGALPHABET INC | 1,441 | $225.2M | 0.11% | |
| 120 | XLFSELECT SECTOR SPDR TR | 4,486 | $223.4M | 0.11% | |
| 121 | XLVSELECT SECTOR SPDR TR | 1,530 | $223.3M | 0.11% | |
| 122 | GQ9SPDR GOLD TR | 753 | $217.0M | 0.10% | |
| 123 | SYKSTRYKER CORP | 580 | $215.9M | 0.10% | |
| 124 | IBTGISHARES IBONDS | 9,372 | $215.0M | 0.10% | |
| 125 | TLTISHARES 20 | 2,323 | $211.5M | 0.10% | |
| 126 | MOHMOLINA HEALTHCARE | 640 | $210.8M | 0.10% | |
| 127 | JGROJPMORGAN ACTIVE | 2,850 | $210.3M | 0.10% | |
| 128 | TAT&T INC | 7,293 | $206.2M | 0.10% | |
| 129 | SCHOSCHWAB SHORT | 8,372 | $203.8M | 0.10% | |
| 130 | APDAIR PRODUCTS | 688 | $202.9M | 0.10% | |
| 131 | 4I1PHILIP MORRIS | 1,275 | $202.3M | 0.10% | |
| 132 | KOCOCA COLA COMPANY | 2,668 | $191.1M | 0.09% | |
| 133 | AVMUAVANTIS CORE | 4,121 | $187.4M | 0.09% | |
| 134 | IBMINTL BUSINESS | 668 | $166.1M | 0.08% | |
| 135 | PANWPALO ALTO | 960 | $163.8M | 0.08% | |
| 136 | ZSZSCALER INC | 820 | $162.7M | 0.08% | |
| 137 | IWMISHARES RUSSELL | 810 | $161.6M | 0.08% | |
| 138 | UBERUBER TECHNOLOGIES | 2,178 | $158.7M | 0.08% | |
| 139 | SPYSPDR S&P | 278 | $155.5M | 0.08% | |
| 140 | WMBWILLIAMS COS | 2,600 | $155.4M | 0.08% | |
| 141 | FDNFIRST TRUST | 691 | $153.5M | 0.07% | |
| 142 | MUMICRON TECHNOLOGY INC | 1,720 | $149.5M | 0.07% | |
| 143 | PSNPARSONS CORP | 2,467 | $146.1M | 0.07% | |
| 144 | VISVANGUARD INDUSTRIALS | 586 | $145.1M | 0.07% | |
| 145 | UALUNITED AIRLINES | 2,057 | $142.0M | 0.07% | |
| 146 | MOALTRIA GROUP | 2,328 | $139.7M | 0.07% | |
| 147 | VDCVANGUARD CONSUMER | 635 | $138.9M | 0.07% | |
| 148 | SPMBSPDR MORTGAGE | 6,276 | $138.4M | 0.07% | |
| 149 | ALNYALNYLAM PHARMACEUTICALS | 504 | $136.1M | 0.07% | |
| 150 | DISWALT DISNEY | 1,366 | $134.8M | 0.07% | |
| 151 | ECLECOLAB INC | 525 | $133.1M | 0.06% | |
| 152 | ALAIR LEASE | 2,734 | $132.1M | 0.06% | |
| 153 | VNOMUSDVIPER ENERGY | 2,907 | $131.3M | 0.06% | |
| 154 | QCOMQUALCOMM INC | 853 | $131.1M | 0.06% | |
| 155 | BACBANK AMERICA | 3,137 | $130.9M | 0.06% | |
| 156 | MTHMERITAGE HOMES | 1,838 | $130.3M | 0.06% | |
| 157 | CRMSALESFORCE INC | 485 | $130.2M | 0.06% | |
| 158 | SNOWSNOWFLAKE INC | 874 | $127.7M | 0.06% | |
| 159 | WWDWOODWARD INC | 680 | $124.1M | 0.06% | |
| 160 | IM8NINSMED INC | 1,622 | $123.7M | 0.06% | |
| 161 | BACVERIZON COMMUNICATIONS | 2,710 | $122.9M | 0.06% | |
| 162 | EVREVERCORE INC | 615 | $122.8M | 0.06% | |
| 163 | SPGIS&P GLOBAL | 239 | $121.4M | 0.06% | |
| 164 | BURLBURLINGTON STORES | 505 | $120.4M | 0.06% | |
| 165 | BRXBRIXMOR PROPERTY | 4,529 | $120.2M | 0.06% | |
| 166 | NCLHNORWEGIAN CRUISE | 6,309 | $119.6M | 0.06% | |
| 167 | RJFRAYMOND JAMES | 855 | $118.8M | 0.06% | |
| 168 | BAXBAXTER INTL | 3,435 | $117.6M | 0.06% | |
| 169 | BDCBELDEN INC | 1,170 | $117.3M | 0.06% | |
| 170 | PINSPINTEREST INC | 3,724 | $115.4M | 0.06% | |
| 171 | NKENIKE INC | 1,814 | $115.2M | 0.06% | |
| 172 | IBBISHARES BIOTECHNOLOGY | 898 | $114.9M | 0.06% | |
| 173 | DGDOLLAR GENL | 1,288 | $113.3M | 0.05% | |
| 174 | RTXRTX CORP | 848 | $112.3M | 0.05% | |
| 175 | PLTRPALANTIR TECHNOLOGIES | 1,325 | $111.8M | 0.05% | |
| 176 | LMTLOCKHEED MARTIN | 245 | $109.4M | 0.05% | |
| 177 | PEPPEPSICO INC | 729 | $109.3M | 0.05% | |
| 178 | VFHVANGUARD FINANCIALS | 911 | $108.8M | 0.05% | |
| 179 | CRWDCROWDSTRIKE HOLDINGS | 300 | $105.8M | 0.05% | |
| 180 | LOWLOWES COMPANIES | 451 | $105.2M | 0.05% | |
| 181 | OKEONEOK INC | 1,053 | $104.5M | 0.05% | |
| 182 | OMFONEMAIN HLDGS | 2,100 | $102.6M | 0.05% | |
| 183 | PGXINVESCO PFD | 8,993 | $100.9M | 0.05% | |
| 184 | NEENEXTERA ENERGY | 1,391 | $98.6M | 0.05% | |
| 185 | SLGSL GREEN | 1,700 | $98.1M | 0.05% | |
| 186 | MGMMGM RESORTS | 3,306 | $98.0M | 0.05% | |
| 187 | SJMSMUCKER JM | 823 | $97.5M | 0.05% | |
| 188 | MRKMERCK & COMPANY | 1,084 | $97.3M | 0.05% | |
| 189 | GISGENERAL MILLS | 1,585 | $94.8M | 0.05% | |
| 190 | DUKDUKE ENERGY | 768 | $93.7M | 0.05% | |
| 191 | ENPHENPHASE ENERGY | 1,502 | $93.2M | 0.05% | |
| 192 | IGVISHARES EXPANDED | 1,039 | $92.5M | 0.04% | |
| 193 | VLOVALERO ENERGY | 700 | $92.4M | 0.04% | |
| 194 | XOPSPDR SERIES | 693 | $91.3M | 0.04% | |
| 195 | KBESPDR S&P | 1,724 | $91.3M | 0.04% | |
| 196 | SHWSHERWIN WILLIAMS | 261 | $91.1M | 0.04% | |
| 197 | CATCATERPILLAR INC | 275 | $90.7M | 0.04% | |
| 198 | CDNSCADENCE DESIGN | 353 | $89.8M | 0.04% | |
| 199 | HYLBXTRACKERS USD | 2,358 | $85.2M | 0.04% | |
| 200 | RPMRPM INTL INC | 731 | $84.6M | 0.04% |