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)

#StockSharesValue% PortfolioType
301
AGNCAGNC INVESTMENT
2,800$26.8M0.01%
302
AXONAXON ENTERPRISE
51$26.8M0.01%
303
PHPARKER-HANNIFIN CORP
44$26.7M0.01%
304
TERTERADYNE INC
321$26.5M0.01%
305
CSXCSX CORP
900$26.5M0.01%
306
BABAALIBABA GROUP
200$26.4M0.01%
307
KEYKEYCORP NEW
1,650$26.4M0.01%
308
URIUNITED RENTALS
42$26.3M0.01%
309
TTDTRADE DESK
480$26.3M0.01%
310
SPHQINVESCO S&P
395$26.2M0.01%
311
INTCINTEL CORP
1,100$25.0M0.01%
312
SCHDSCHWAB US
887$24.8M0.01%
313
ELVELEVANCE HEALTH
57$24.8M0.01%
314
UPSUNITED PARCEL
225$24.7M0.01%
315
WDFCWD 40
100$24.4M0.01%
316
KIESPDR S&P
403$24.4M0.01%
317
GEHCGE HEALTHCARE
300$24.2M0.01%
318
HESHESS CORP
150$24.0M0.01%
319
VRTVERTIV HOLDINGS
330$23.8M0.01%
320
ESTCELASTIC N V
265$23.6M0.01%
321
WMWASTE MANAGEMENT
100$23.2M0.01%
322
LNGCHENIERE ENERGY
100$23.1M0.01%
323
BDXBECTON DICKINSON
100$22.9M0.01%
324
AIRRFIRST TRUST
330$22.5M0.01%
325
MCNXAI MADISON
3,665$22.5M0.01%
326
AWCAMERICAN WATER
150$22.1M0.01%
327
BSCQINVESCO BULLETSHARES
1,116$21.7M0.01%
328
SBUXSTARBUCKS CORP
220$21.6M0.01%
329
EFAVISHARES MSCI
276$21.5M0.01%
330
TDYTELEDYNE TECHNOLOGIES
43$21.4M0.01%
331
TPRTAPESTRY INC
300$21.1M0.01%
332
VODVODAFONE GROUP
2,251$21.1M0.01%
333
CVNACARVANA COMPANY
100$20.9M0.01%
334
ISRGINTUITIVE SURGICAL
42$20.8M0.01%
335
IWRISHARES RUSSELL
243$20.7M0.01%
336
WBIYWBI POWER
700$20.7M0.01%
337
ONEQFIDELITY NASDAQ
300$20.4M0.01%
338
IWFISHARES RUSSELL
56$20.2M0.01%
339
SHOPSHOPIFY INC
210$20.0M0.01%
340
ITRIITRON INC
191$20.0M0.01%
341
CMCSACOMCAST CORP
539$19.9M0.01%
342
STWDSTARWOOD PROPERTY
1,000$19.8M0.01%
343
SYYSYSCO CORP
244$18.3M0.01%
344
DASHDOORDASH INC
100$18.3M0.01%
345
MTUMISHARES MSCI
90$18.1M0.01%
346
JMUBJPMORGAN
362$18.1M0.01%
347
METMETLIFE INC
225$18.1M0.01%
348
SITMSITIME CORP
118$18.0M0.01%
349
COFCAPITAL ONE
100$17.9M0.01%
350
GLWCORNING INC
387$17.7M0.01%
351
TFSLTFS FINANCIAL
1,429$17.7M0.01%
352
INGING GROEP
900$17.6M0.01%
353
DOVDOVER CORP
100$17.6M0.01%
354
AG8AGILENT TECHNOLOGIES
150$17.5M0.01%
355
IWDISHARES RUSSELL
91$17.1M0.01%
356
ETRENTERGY CORP
200$17.1M0.01%
357
VPUVANGUARD UTILITIES
100$17.1M0.01%
358
BOTZGLOBAL X
600$17.1M0.01%
359
IWNISHARES RUSSELL
113$17.1M0.01%
360
WELLWELLTOWER INC
111$17.0M0.01%
361
3M4MASIMO CORP
100$16.7M0.01%
362
MDLZMONDELEZ INTERNATIONAL
244$16.6M0.01%
363
ULTAULTA BEAUTY
45$16.5M0.01%
364
VEUVANGUARD FTSE
272$16.5M0.01%
365
QRVOQORVO INC
222$16.1M0.01%
366
CTVACORTEVA INC
255$16.0M0.01%
367
CGWINVESCO S&P
288$16.0M0.01%
368
XSWSPDR S&P
100$16.0M0.01%
369
DGRWWISDOMTREE US
200$16.0M0.01%
370
ASMLASML HOLDING
24$15.9M0.01%
371
EPREPR PROPERTIES
300$15.8M0.01%
372
BAHBOOZ ALLEN
151$15.7M0.01%
373
SCHWSCHWAB CHARLES
200$15.7M0.01%
374
8CWCROWN CASTLE
150$15.6M0.01%
375
IWSISHARES RUSS
119$15.0M0.01%
376
BCCCGLOBAL X
392$14.8M0.01%
377
CLXCLOROX COMPANY
100$14.7M0.01%
378
RYROYAL BANK
130$14.7M0.01%
379
MCHPMICROCHIP TECHNOLOGY INC
302$14.6M0.01%
380
BPBP PLC
430$14.5M0.01%
381
QQQJINVESCO NASDAQ
500$14.5M0.01%
382
BITBLACKROCK MULTI
1,000$14.5M0.01%
383
LUVSOUTHWEST AIRLINES
427$14.3M0.01%
384
HYMBSPDR NUVEEN
568$14.3M0.01%
385
SANMSANMINA CORP
187$14.2M0.01%
386
TWLOTWILIO INC
145$14.2M0.01%
387
GMGENERAL MOTORS
300$14.1M0.01%
388
JSMDJANUS DETROIT
200$14.0M0.01%
389
KHCKRAFT HEINZ
458$13.9M0.01%
390
COWZPACER US
253$13.9M0.01%
391
ALRMALARM COM
247$13.7M0.01%
392
LITELUMENTUM HOLDINGS
217$13.5M0.01%
393
ARIAPOLLO COMMERCIAL
1,400$13.4M0.01%
394
RABROOKFIELD REAL
1,000$13.2M0.01%
395
KLMNINVESCO RUSSELL
275$13.0M0.01%
396
TTENTOTALENERGIES SE
200$12.9M0.01%
397
TRMBTRIMBLE INC
197$12.9M0.01%
398
VYMVANGUARD HIGH
100$12.9M0.01%
399
TROWPRICE T
140$12.9M0.01%
400
KMIKINDER MORGAN
450$12.8M0.01%
PreviousPage 4 of 7Next