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
301
WDFCWD 40
100$24.3M0.01%
302
GEHCGE HEALTHCARE
300$23.5M0.01%
303
SCHDSCHWAB US
837$22.9M0.01%
304
PSXPHILLIPS 66
200$22.8M0.01%
305
KIESPDR S&P
403$22.8M0.01%
306
BDXBECTON DICKINSON
100$22.7M0.01%
307
IWFISHARES RUSSELL
56$22.5M0.01%
308
INTCINTEL CORP
1,100$22.1M0.01%
309
ISRGINTUITIVE SURGICAL
42$21.9M0.01%
310
RITMRITHM CAPITAL
2,000$21.7M0.01%
311
IWRISHARES RUSSELL
243$21.5M0.01%
312
ELVELEVANCE HEALTH
57$21.0M0.01%
313
BACBANK AMERICA
478$21.0M0.01%
314
WBIYABSOLUTE WBI
700$20.8M0.01%
315
ITRIITRON INC
191$20.7M0.01%
316
ONEQFIDELITY NASDAQ
269$20.5M0.01%
317
CMCSACOMCAST CORP
539$20.2M0.01%
318
WMWASTE MANAGEMENT
100$20.2M0.01%
319
AG8AGILENT TECHNOLOGIES
150$20.2M0.01%
320
SBUXSTARBUCKS CORP
220$20.1M0.01%
321
TDYTELEDYNE TECHNOLOGIES
43$20.0M0.01%
322
HESHESS CORP
150$20.0M0.01%
323
TPRTAPESTRY INC
300$19.6M0.01%
324
ULTAULTA BEAUTY
45$19.6M0.01%
325
EFAVISHARES MSCI
276$19.5M0.01%
326
ASMLASML HOLDING
28$19.4M0.01%
327
BAHBOOZ ALLEN
151$19.4M0.01%
328
VODVODAFONE GROUP
2,251$19.1M0.01%
329
STWDSTARWOOD PROPERTY
1,000$18.9M0.01%
330
DOVDOVER CORP
100$18.8M0.01%
331
AWCAMERICAN WATER
150$18.7M0.01%
332
SYYSYSCO CORP
244$18.7M0.01%
333
MTUMISHARES MSCI
89$18.5M0.01%
334
PSTGPURE STORAGE
300$18.4M0.01%
335
METMETLIFE INC
225$18.4M0.01%
336
GLWCORNING INC
387$18.4M0.01%
337
LITELUMENTUM HOLDINGS
217$18.2M0.01%
338
TFSLTFS FINANCIAL
1,422$17.9M0.01%
339
MCHPMICROCHIP TECHNOLOGY INC
300$17.2M0.01%
340
ESGUISHARES ESG
132$17.0M0.01%
341
BABAALIBABA GROUP
200$17.0M0.01%
342
IWDISHARES RUSSELL
91$16.8M0.01%
343
DASHDOORDASH INC
100$16.8M0.01%
344
QUBTQUANTUM COMPUTING
1,000$16.6M0.01%
345
3M4MASIMO CORP
100$16.5M0.01%
346
CLXCLOROX COMPANY
100$16.2M0.01%
347
GMGENERAL MOTORS
300$16.0M0.01%
348
BCCCGLOBAL X
392$15.8M0.01%
349
TROWPRICE T
140$15.8M0.01%
350
DYHTARGET CORP
116$15.7M0.01%
351
TWLOTWILIO INC
145$15.7M0.01%
352
RYROYAL BANK
130$15.7M0.01%
353
CGWINVESCO S&P
288$15.6M0.01%
354
VEUVANGUARD FTSE
272$15.6M0.01%
355
QRVOQORVO INC
222$15.5M0.01%
356
GNRCGENERAC HOLDINGS
100$15.5M0.01%
357
HYMBSPDR NUVEEN
604$15.4M0.01%
358
QQQJINVESCO NASDAQ
500$15.4M0.01%
359
IWSISHARES RUSS
119$15.4M0.01%
360
KNXKNIGHT SWIFT
288$15.3M0.01%
361
AIC3 AI
442$15.2M0.01%
362
ALRMALARM COM
247$15.0M0.01%
363
JSMDJANUS DETROIT
200$15.0M0.01%
364
USMVISHARES MSCI
169$15.0M0.01%
365
SCHWSCHWAB CHARLES
200$14.8M0.01%
366
BITBLACKROCK MULTI
1,000$14.6M0.01%
367
MDLZMONDELEZ INTERNATIONAL
244$14.6M0.01%
368
CTVACORTEVA INC
255$14.5M0.01%
369
LUVSOUTHWEST AIRLINES
427$14.4M0.01%
370
COWZPACER US
253$14.3M0.01%
371
SANMSANMINA CORP
187$14.2M0.01%
372
INGING GROEP
900$14.1M0.01%
373
KHCKRAFT HEINZ
458$14.1M0.01%
374
WELLWELLTOWER INC
111$14.0M0.01%
375
TRMBTRIMBLE INC
197$13.9M0.01%
376
INSPINSPIRE MEDICAL
75$13.9M0.01%
377
8CWCROWN CASTLE
150$13.6M0.01%
378
SPSBSPDR PORTFOLIO
453$13.5M0.01%
379
ABNBAIRBNB INC
103$13.5M0.01%
380
ROBTFIRST TRUST
0$13.5M0.01%
381
EFAISHARES MSCI
177$13.4M0.01%
382
RABROOKFIELD REAL
1,000$13.3M0.01%
383
EPREPR PROPERTIES
300$13.3M0.01%
384
CEVACEVA INC
413$13.0M0.01%
385
SNASNAP ON
38$12.9M0.01%
386
DGRWWISDOMTREE TRUST
158$12.8M0.01%
387
BPBP PLC
430$12.7M0.01%
388
ADMARCHER DANIELS
250$12.6M0.01%
389
FELEFRANKLIN ELECTRIC
129$12.6M0.01%
390
DLNWISDOMTREE U S
160$12.4M0.01%
391
INCYINCYTE CORP
180$12.4M0.01%
392
CDPCOPT DEFENSE
400$12.4M0.01%
393
RQICOHEN & STEERS
1,000$12.2M0.01%
394
ARIAPOLLO COMMERCIAL
1,400$12.1M0.01%
395
TJXTJX COS
100$12.1M0.01%
396
KLMNINVESCO RUSSELL
250$12.1M0.01%
397
KEYSKEYSIGHT TECHNOLOGIES
75$12.0M0.01%
398
JCIJOHNSON CONTROLS
152$12.0M0.01%
399
SPHYSPDR HIGH
510$12.0M0.01%
400
PPGPPG INDUSTRIES
100$11.9M0.01%
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