Fourth Dimension Wealth, LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$191.7B

Holdings

629

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (629 positions)

#StockSharesValue% PortfolioType
201
OUSAALPS OSHARE
1,150$61.1M0.03%
202
VRTVERTIV HOLDINGS
530$60.2M0.03%
203
FFORD MOTOR
6,058$60.0M0.03%
204
SPLVINVESCO EXCHANGE
854$59.8M0.03%
205
PLTRPALANTIR TECHNOLOGIES
766$57.9M0.03%
206
LRCXLAM RESEARCH
800$57.8M0.03%
207
URAGLOBAL X
2,157$57.8M0.03%
208
AGGISHARES CORE
594$57.6M0.03%
209
BABOEING COMPANY
325$57.5M0.03%
210
OMFONEMAIN HLDGS
1,100$57.3M0.03%
211
TTDTRADE DESK
480$56.4M0.03%
212
MDTMEDTRONIC PLC
702$56.1M0.03%
213
VTEBVANGUARD MUNICIPAL
1,100$55.1M0.03%
214
DALDELTA AIRLINES
895$54.1M0.03%
215
GILDGILEAD SCIENCES
580$53.6M0.03%
216
CAGCONAGRA BRANDS
1,914$53.1M0.03%
217
ANETARISTA NETWORKS
480$53.1M0.03%
218
OEFISHARES S&P
181$52.3M0.03%
219
ALAIR LEASE
1,078$52.0M0.03%
220
NZFNUVEEN MUNICIPAL
4,267$51.9M0.03%
221
EDCONSOLIDATED EDISON
572$51.0M0.03%
222
PLDPROLOGIS INC
475$50.2M0.03%
223
DLYDOUBLELINE YIELD
3,100$49.1M0.03%
224
RDDTREDDIT INC
300$49.0M0.03%
225
MTZMASTEC INC
360$49.0M0.03%
226
DDOMINION ENERGY
896$48.3M0.03%
227
BMYBRISTOL MYERS
846$47.9M0.02%
228
AMGNAMGEN INC
179$46.7M0.02%
229
ACNACCENTURE PLC
132$46.5M0.02%
230
VMCVULCAN MATERIALS
180$46.3M0.02%
231
VEAVANGUARD FTSE
950$45.4M0.02%
232
SPYDSPDR PORTFOLIO
1,050$45.4M0.02%
233
SOSOUTHERN COMPANY
150$44.7M0.02%
234
IEIISHARES 3-7YR
384$44.3M0.02%
235
STZCONSTELLATION BRANDS
200$44.2M0.02%
236
WPCW P CAREY
800$43.6M0.02%
237
ABTABBOTT LABORATORIES
383$43.3M0.02%
238
PRUPRUDENTIAL FINANCIAL
361$42.8M0.02%
239
SHELSHELL PLC
682$42.7M0.02%
240
TSMTAIWAN SEMICONDUCTOR
214$42.3M0.02%
241
JHMMJOHN HANCOCK
701$41.9M0.02%
242
SMCISUPER MICRO
1,365$41.6M0.02%
243
NVONOVO NORDISK
480$41.3M0.02%
244
NUENUCOR CORP
353$41.2M0.02%
245
ROKUROKU INC
550$40.9M0.02%
246
DECKDECKERS OUTDOOR
200$40.6M0.02%
247
CVXCHEVRON CORP
277$40.1M0.02%
248
ILMNILLUMINA INC
300$40.1M0.02%
249
LPLALPL FINANCIAL
123$40.0M0.02%
250
TRVTRAVELERS COS
165$39.7M0.02%
251
NLYANNALY CAPITAL
2,150$39.3M0.02%
252
NVSNNOVARTIS AG
400$38.9M0.02%
253
COPCONOCOPHILLIPS
390$38.7M0.02%
254
PYPLPAYPAL HOLDINGS
449$38.3M0.02%
255
VAWVANGUARD MATERIALS
204$38.3M0.02%
256
JEPQJP MORGAN
428$38.2M0.02%
257
IOTSAMSARA INC
871$38.1M0.02%
258
ADPAUTOMATIC DATA
129$37.8M0.02%
259
FLINFRANKLIN FTSE
990$37.5M0.02%
260
EMXCISHARES MSCI
664$36.8M0.02%
261
IWBISHARES RUSSELL
112$36.2M0.02%
262
PSCTINVESCO S&P
755$36.0M0.02%
263
ORCLORACLE CORP
216$36.0M0.02%
264
BSXBOSTON SCIENTIFIC
400$35.7M0.02%
265
EMREMERSON ELECTRIC
106$34.8M0.02%
266
RCLROYAL CARIBBEAN
150$34.6M0.02%
267
OREALTY INCOME
641$34.2M0.02%
268
ITOTISHARES CORE
265$34.1M0.02%
269
MSIMOTOROLA SOLUTIONS
73$33.7M0.02%
270
FANGDIAMONDBACK ENERGY
200$32.8M0.02%
271
FSKFS KKR
1,507$32.7M0.02%
272
BNDXVANGUARD TOTAL
664$32.6M0.02%
273
PCYINVESCO EMERGING
1,595$31.6M0.02%
274
BSVVANGUARD SHORT
397$30.7M0.02%
275
AXONAXON ENTERPRISE
51$30.3M0.02%
276
SHOPSHOPIFY INC
280$29.8M0.02%
277
URIUNITED RENTALS
0$29.6M0.02%
278
ETRENTERGY CORP
390$29.6M0.02%
279
ETENERGY TRANSFER
1,500$29.4M0.02%
280
CSXCSX CORP
900$29.0M0.02%
281
MPWRMONOLITHIC POWER
49$29.0M0.02%
282
NSANATIONAL STORAGE
750$28.4M0.01%
283
NSCNORFOLK SOUTHERN
121$28.4M0.01%
284
UPSUNITED PARCEL
225$28.4M0.01%
285
KEYKEYCORP NEW
1,650$28.3M0.01%
286
AEPAMERICAN ELECTRIC
304$28.0M0.01%
287
STXSEAGATE TECHNOLOGY
318$27.4M0.01%
288
WYWEYERHAEUSER CO
960$27.0M0.01%
289
UBERUBER TECHNOLOGIES
441$26.6M0.01%
290
SPHQINVESCO EXCHANGE
395$26.5M0.01%
291
QBTSDWAVE QUANTUM
3,150$26.5M0.01%
292
KMIKINDER MORGAN
962$26.4M0.01%
293
ESTCELASTIC N V
265$26.3M0.01%
294
MPCMARATHON PETROLEUM
185$25.8M0.01%
295
AGNCAGNC INVESTMENT
2,800$25.8M0.01%
296
AIRRFIRST TRUST
330$25.4M0.01%
297
SITMSITIME CORP
118$25.3M0.01%
298
APOAPOLLO GLOBAL
150$24.8M0.01%
299
MCNXAI MADISON
3,665$24.6M0.01%
300
JMUBJP MORGAN
485$24.3M0.01%
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