Fourth Dimension Wealth, LLC Portfolio Holdings
Q3 2025•589 long positions•$261.2M portfolio value
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Holding615 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $14.4M 5.5% | +$258.2K Bought | 0.0% 56.4K shares | 55.4K → 56.4K +$258.2K | +1.83% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $14.3M 5.49% | +$818.8K Bought | — 177.9K shares | 167.8K → 177.9K +$818.8K | +6.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.6M 5.21% | +$310.0K Bought | — 48.3K shares | 47.2K → 48.3K +$310.0K | +2.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.7M 4.48% | +$923.9K Bought | — 256.5K shares | 236.2K → 256.5K +$923.9K | +8.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.1M 3.47% | +$657.2K Bought | — 313.8K shares | 291.1K → 313.8K +$657.2K | +7.81% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $9.0M 3.44% | +$777.8K Bought | 0.0% 48.1K shares | 43.9K → 48.1K +$777.8K | +9.49% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.5M 3.27% | +$565.3K Bought | — 18.4K shares | 17.2K → 18.4K +$565.3K | +7.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.8M 2.6% | -$571.7K Sold | — 14.2K shares | 15.4K → 14.2K −$571.7K | -7.76% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $6.3M 2.41% | +$268.8K Bought | 0.0% 28.6K shares | 27.4K → 28.6K +$268.8K | +4.47% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 2.39% | +$343.8K Bought | — 47.8K shares | 45.2K → 47.8K +$343.8K | +5.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 2.38% | +$335.8K Bought | — 145.6K shares | 137.7K → 145.6K +$335.8K | +5.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 2.11% | +$452.1K Bought | — 187.8K shares | 172.4K → 187.8K +$452.1K | +8.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 2.05% | +$241.9K Bought | — 8.9K shares | 8.5K → 8.9K +$241.9K | +4.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 1.91% | +$235.5K Bought | — 92.6K shares | 88.2K → 92.6K +$235.5K | +4.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 1.66% | +$292.7K Bought | — 31.1K shares | 29.0K → 31.1K +$292.7K | +7.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 1.61% | -$247.5K Sold | — 22.5K shares | 23.8K → 22.5K −$247.5K | -5.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 1.61% | -$39.8K Sold | — 92.1K shares | 93.0K → 92.1K −$39.8K | -0.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 1.59% | +$181.4K Bought | — 17.3K shares | 16.5K → 17.3K +$181.4K | +4.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 1.52% | +$389.7K Bought | — 33.6K shares | 30.3K → 33.6K +$389.7K | +10.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 1.52% | +$273.4K Bought | — 99.7K shares | 92.9K → 99.7K +$273.4K | +7.38% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.9M 1.48% | +$198.7K Bought | — 10.9K shares | 10.3K → 10.9K +$198.7K | +5.41% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.7M 1.4% | -$38.8K Sold | 0.0% 7.1K shares | 7.1K → 7.1K −$38.8K | -1.05% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.39% | +$426.9K Bought | — 68.2K shares | 60.2K → 68.2K +$426.9K | +13.28% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.6M 1.36% | +$313.7K Bought | — 45.4K shares | 41.4K → 45.4K +$313.7K | +9.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 1.24% | +$186.4K Bought | — 95.9K shares | 90.4K → 95.9K +$186.4K | +6.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.18% | +$249.1K Bought | — 114.3K shares | 105.1K → 114.3K +$249.1K | +8.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.05% | +$112.6K Bought | — 8.4K shares | 8.0K → 8.4K +$112.6K | +4.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.04% | +$443.5K Bought | — 53.6K shares | 44.9K → 53.6K +$443.5K | +19.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.04% | +$342.6K Bought | — 14.3K shares | 12.5K → 14.3K +$342.6K | +14.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.973% | +$64.6K Bought | — 16.5K shares | 16.1K → 16.5K +$64.6K | +2.61% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.3M 0.887% | +$101.4K Bought | 0.0% 3.2K shares | 3.0K → 3.2K +$101.4K | +4.58% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $2.3M 0.882% | -$43.2K Sold | 0.0% 1.9K shares | 2.0K → 1.9K −$43.2K | -1.84% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.879% | +$107.8K Bought | — 35.2K shares | 33.5K → 35.2K +$107.8K | +4.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.845% | +$86.6K Bought | — 19.3K shares | 18.5K → 19.3K +$86.6K | +4.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.753% | +$78.4K Bought | — 34.3K shares | 33.0K → 34.3K +$78.4K | +4.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.724% | -$49.8K Sold | — 81.0K shares | 83.1K → 81.0K −$49.8K | -2.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.7% | -$9.8K Sold | — 20.9K shares | 21.1K → 20.9K −$9.8K | -0.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.695% | -$116.1K Sold | — 17.4K shares | 18.5K → 17.4K −$116.1K | -6.01% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.8M 0.682% | -$39.7K Sold | 0.0% 2.3K shares | 2.4K → 2.3K −$39.7K | -2.18% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.65% | +$85.3K Bought | — 21.7K shares | 20.6K → 21.7K +$85.3K | +5.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.532% | +$91.9K Bought | — 60.1K shares | 56.2K → 60.1K +$91.9K | +7.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.529% | -$50.0K Sold | — 15.1K shares | 15.6K → 15.1K −$50.0K | -3.49% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.3M 0.51% | -$1.6K Sold | 0.0% 4.2K shares | 4.2K → 4.2K −$1.6K | -0.12% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.508% | +$125.6K Bought | — 11.2K shares | 10.1K → 11.2K +$125.6K | +10.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.5% | +$42.0K Bought | — 14.6K shares | 14.1K → 14.6K +$42.0K | +3.32% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.3M 0.497% | +$191.1K Bought | 0.0% 5.3K shares | 4.6K → 5.3K +$191.1K | +17.26% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.473% | +$41.3K Bought | — 14.2K shares | 13.7K → 14.2K +$41.3K | +3.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.465% | +$82.4K Bought | — 22.0K shares | 20.5K → 22.0K +$82.4K | +7.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.454% | +$138.2K Bought | — 14.3K shares | 12.7K → 14.3K +$138.2K | +13.21% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $1.1M 0.429% | +$40.4K Bought | 0.0% 6.9K shares | 6.7K → 6.9K +$40.4K | +3.75% | $262.56B Mega Cap | Q4 2024 Held for 11 months |
