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Fourth Dimension Wealth

Latest statistics and disclosures from Fourth Dimension Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPTM, XLK, JMBS, SPTI, and represent 24.08% of Fourth Dimension Wealth's stock portfolio.
Added to shares of these 10 stocks: JMBS, SPTM, NVDA, MYCF, SPTI, DIA, SPTS, JAAA, EEM, XLC.
Started 16 new stock positions in NBIS, GE, WOLF, MYCG, JANX, CMBT, KTB, HII, BLCN, HOOD. MYCF, FTFT, AON, VNOM, KR, IYW.
Reduced shares in these 10 stocks: BSCP, VUG, INSM, VTV, BSCQ, NET, WWD, SNOW, AL, DE.
Sold out of its positions in OKLO, AMT, ARRY, DAR, GTLB, HES, IDYA, BSCQ, MAA, NRG.
Fourth Dimension Wealth was a net buyer of stock by $10M.
Fourth Dimension Wealth has $262M in assets under management (AUM), dropping by 10.71%.
Central Index Key (CIK): 0002056691

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Portfolio Holdings for Fourth Dimension Wealth

Fourth Dimension Wealth holds 590 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Fourth Dimension Wealth has 590 total positions. Only the first 250 positions are shown.

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Download the Fourth Dimension Wealth September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	5.5	$14M		56k	254.63	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	5.5	$14M	+6%	178k	80.65	View chart
Technology Select MF Closed and MF Open (XLK)	5.2	$14M	+2%	48k	281.86	View chart
Janus Henderson MF Closed and MF Open (JMBS)	4.5	$12M	+8%	257k	45.67	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	3.5	$9.1M	+7%	314k	28.90	View chart
Nvidia Corp Common Stock (NVDA)	3.4	$9.0M	+9%	48k	186.58	View chart
Spdr Dow MF Closed and MF Open (DIA)	3.3	$8.5M	+7%	18k	463.73	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.6	$6.8M	-7%	14k	479.60	View chart
Amazon Common Stock (AMZN)	2.4	$6.3M	+4%	29k	219.57	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	2.4	$6.2M	+5%	48k	130.28	View chart
Spdr Developed MF Closed and MF Open (SPDW)	2.4	$6.2M	+5%	146k	42.79	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	2.1	$5.5M	+8%	188k	29.32	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.0	$5.4M	+4%	8.9k	600.36	View chart
Financial Select MF Closed and MF Open (XLF)	1.9	$5.0M	+4%	93k	53.87	View chart
Healthcare Select MF Closed and MF Open (XLV)	1.7	$4.3M	+7%	31k	139.17	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.6	$4.2M	-5%	23k	186.49	View chart
Spdr Nuveen MF Closed and MF Open (TFI)	1.6	$4.2M		92k	45.57	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	1.6	$4.1M	+4%	17k	239.64	View chart
Communication Services MF Closed and MF Open (XLC)	1.5	$4.0M	+10%	34k	118.37	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	1.5	$4.0M	+7%	100k	39.88	View chart
Spdr Gold Common Stock (GLD)	1.5	$3.9M	+5%	11k	355.46	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$3.7M		7.1k	518.00	View chart
Ishares Msci MF Closed and MF Open (EEM)	1.4	$3.6M	+13%	68k	53.40	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.4	$3.6M	+9%	45k	78.34	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	1.2	$3.2M	+6%	96k	33.89	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	1.2	$3.1M	+8%	114k	26.95	View chart
Vanguard Total MF Closed and MF Open (VTI)	1.1	$2.8M	+4%	8.4k	328.18	View chart
Janus Henderson MF Closed and MF Open (JAAA)	1.0	$2.7M	+19%	54k	50.78	View chart
Invesco S&p MF Closed and MF Open (RSP)	1.0	$2.7M	+14%	14k	189.71	View chart
Industrial Select MF Closed and MF Open (XLI)	1.0	$2.5M	+2%	17k	154.23	View chart
Meta Platforms Common Stock (META)	0.9	$2.3M	+4%	3.2k	734.47	View chart
Netflix Common Stock (NFLX)	0.9	$2.3M		1.9k	1198.92	View chart
Ishares Core MF Closed and MF Open (IJH)	0.9	$2.3M	+4%	35k	65.26	View chart
American Century MF Closed and MF Open (QGRO)	0.8	$2.2M	+4%	19k	114.40	View chart
Avantis U S MF Closed and MF Open (AVSC)	0.7	$2.0M	+4%	34k	57.25	View chart
Ishares Ibonds MF Closed and MF Open (IBTF)	0.7	$1.9M	-2%	81k	23.36	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.7	$1.8M		21k	87.31	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.7	$1.8M	-6%	17k	104.51	View chart
Eli Lilly Common Stock (LLY)	0.7	$1.8M	-2%	2.3k	763.00	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.6	$1.7M	+5%	22k	78.37	View chart
Spdr Portfolio MF Closed and MF Open (SPLB)	0.5	$1.4M	+7%	60k	23.12	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.5	$1.4M	-3%	15k	91.75	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.3M		4.2k	315.43	View chart
Ishares Core MF Closed and MF Open (IJR)	0.5	$1.3M	+10%	11k	118.82	View chart
Energy Select MF Closed and MF Open (XLE)	0.5	$1.3M	+3%	15k	89.34	View chart
Alphabet Common Stock (GOOGL)	0.5	$1.3M	+17%	5.3k	243.10	View chart
Utilities Select MF Closed and MF Open (XLU)	0.5	$1.2M	+3%	14k	87.21	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.5	$1.2M	+7%	22k	55.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.2M	+13%	14k	82.58	View chart
Advanced Micro Common Stock (AMD)	0.4	$1.1M	+3%	6.9k	161.79	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$1.1M	+7%	21k	50.27	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.4	$1.0M	+5%	44k	22.95	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$900k	+3%	14k	65.92	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$843k	+40%	2.8k	303.89	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.3	$812k	-15%	16k	51.04	View chart
Spdr Bloomberg MF Closed and MF Open (EBND)	0.3	$781k	+6%	37k	21.36	View chart
Real Estate MF Closed and MF Open (XLRE)	0.3	$778k	+5%	19k	42.13	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.3	$740k	+4%	4.5k	164.52	View chart
Exxon Mobil Common Stock (XOM)	0.3	$739k	+34%	6.6k	112.74	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.3	$723k	-16%	14k	50.51	View chart
Ab Tax MF Closed and MF Open (TAFI)	0.3	$720k	-2%	28k	25.34	View chart
Broadcom Common Stock (AVGO)	0.3	$715k	+7%	2.2k	329.83	View chart
Spdr Ssga MF Closed and MF Open (MYCF)	0.3	$699k	NEW	28k	25.13	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.3	$696k	+18%	12k	59.92	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.3	$657k		14k	46.32	View chart
Materials Select MF Closed and MF Open (XLB)	0.2	$655k	+4%	7.3k	89.62	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$650k	+17%	870.00	746.63	View chart
Walmart Common Stock (WMT)	0.2	$637k	+64%	6.2k	103.06	View chart
Eaton Corp Common Stock (ETN)	0.2	$629k		1.7k	374.25	View chart
Home Depot Common Stock (HD)	0.2	$611k		1.5k	405.19	View chart
Alphabet Common Stock (GOOG)	0.2	$585k	+104%	2.4k	243.55	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$576k	+10%	3.1k	185.42	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$571k		6.0k	95.14	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.2	$563k		32k	17.48	View chart
Mastercard Common Stock (MA)	0.2	$559k		982.00	568.81	View chart
Invesco Bulletshares MF Closed and MF Open (BSMP)	0.2	$542k	-16%	22k	24.53	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.2	$537k	-4%	6.7k	79.93	View chart
Tesla Common Stock (TSLA)	0.2	$530k	-19%	1.2k	444.72	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.2	$503k		4.0k	125.95	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$492k	-10%	1.7k	297.62	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.2	$487k	-2%	8.5k	57.19	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.2	$481k	+3%	5.7k	84.12	View chart
At&t Common Stock (T)	0.2	$478k	+14%	17k	28.24	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$457k	-10%	2.5k	182.42	View chart
Ishares Core MF Closed and MF Open (IVV)	0.2	$397k	-4%	593.00	669.40	View chart
Duke Energy Common Stock (DUK)	0.2	$395k	+137%	3.2k	123.74	View chart
Franklin High MF Closed and MF Open (FLHY)	0.1	$382k	+7%	16k	24.53	View chart
Valero Energy Common Stock (VLO)	0.1	$382k	+220%	2.2k	170.26	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$376k	-8%	4.8k	78.09	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$367k		1.3k	279.36	View chart
Costco Wholesale Common Stock (COST)	0.1	$352k	-31%	381.00	924.61	View chart
Abbvie Common Stock (ABBV)	0.1	$331k		1.4k	231.54	View chart
Cadence Design Common Stock (CDNS)	0.1	$325k	+227%	926.00	351.26	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$325k		530.00	612.38	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$320k	-8%	2.9k	111.47	View chart
Welltower Common Stock (WELL)	0.1	$314k		1.8k	178.14	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$311k	+9%	2.2k	142.54	View chart
Uber Technologies Common Stock (UBER)	0.1	$309k	+13%	3.2k	97.97	View chart
Royal Caribbean Common Stock (RCL)	0.1	$303k		936.00	323.58	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.1	$303k	+22%	5.9k	51.00	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$301k	-5%	1.4k	208.71	View chart
Visa Common Stock (V)	0.1	$300k		879.00	341.56	View chart
Fifth Third Common Stock (FITB)	0.1	$298k		6.7k	44.55	View chart
Procter & Gamble Common Stock (PG)	0.1	$295k		1.9k	153.63	View chart
Micron Technology Common Stock (MU)	0.1	$292k		1.7k	167.28	View chart
Ge Vernova Common Stock (GEV)	0.1	$281k	-2%	457.00	614.96	View chart
Spdr Ssga MF Closed and MF Open (MYCG)	0.1	$281k	NEW	11k	25.10	View chart
Vaneck Short MF Closed and MF Open (SHYD)	0.1	$276k	-2%	12k	22.90	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$275k		1.1k	254.29	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$275k		1.4k	192.75	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$274k	-13%	12k	23.12	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.1	$272k		2.9k	93.75	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$271k	-8%	2.4k	111.22	View chart
Kodiak Gas Common Stock (KGS)	0.1	$264k	+53%	7.1k	36.97	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.1	$261k	-2%	573.00	456.00	View chart
Bank America Common Stock (BAC)	0.1	$257k	+16%	5.0k	51.59	View chart
Houlihan Lokey Common Stock (HLI)	0.1	$246k	+33%	1.2k	205.27	View chart
Kontoor Brands Common Stock (KTB)	0.1	$245k	NEW	3.1k	79.77	View chart
Universal Display Common Stock (OLED)	0.1	$244k	+44%	1.7k	143.64	View chart
Huntington Ingalls Common Stock (HII)	0.1	$240k	NEW	833.00	287.76	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$239k	NEW	1.2k	195.86	View chart
Raymond James Common Stock (RJF)	0.1	$237k	+30%	1.4k	172.65	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$230k	-2%	2.3k	100.25	View chart
Capital One Common Stock (COF)	0.1	$226k	+21%	1.1k	212.63	View chart
Aon Common Stock (AON)	0.1	$222k	NEW	622.00	356.58	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$217k	-28%	6.8k	31.91	View chart
Stryker Corp Common Stock (SYK)	0.1	$214k		580.00	369.67	View chart
Onestream Common Stock (OS)	0.1	$214k	+88%	12k	18.43	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$211k		2.1k	99.93	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$209k		416.00	502.74	View chart
Pinterest Common Stock (PINS)	0.1	$202k	+17%	6.3k	32.17	View chart
United Airlines Common Stock (UAL)	0.1	$199k		2.1k	96.50	View chart
Zscaler Common Stock (ZS)	0.1	$196k	-13%	655.00	299.66	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$193k		691.00	279.84	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$190k	+130%	2.5k	74.38	View chart
Air Products Common Stock (APD)	0.1	$188k		688.00	272.72	View chart
Applovin Corp Common Stock (APP)	0.1	$180k	+25%	250.00	718.54	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$179k	-30%	921.00	194.58	View chart
Avantis Core MF Closed and MF Open (AVMU)	0.1	$177k	-16%	3.9k	45.60	View chart
Coca Cola Company Common Stock (KO)	0.1	$177k	+8%	2.7k	66.32	View chart
Parsons Corp Common Stock (PSN)	0.1	$176k		2.1k	82.92	View chart
Vanguard Industrials MF Closed and MF Open (VIS)	0.1	$174k		586.00	296.29	View chart
Palo Alto Common Stock (PANW)	0.1	$168k	+3%	825.00	203.62	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$167k	-20%	340.00	490.38	View chart
Rtx Corp Common Stock (RTX)	0.1	$166k		992.00	167.38	View chart
Altria Group Common Stock (MO)	0.1	$156k		2.4k	66.06	View chart
Vistra Corp Common Stock (VST)	0.1	$154k		786.00	195.88	View chart
Williams Cos Common Stock (WMB)	0.1	$149k		2.4k	63.35	View chart
Ecolab Common Stock (ECL)	0.1	$144k		525.00	273.86	View chart
Coreweave Common Stock (CRWV)	0.1	$140k	-53%	1.0k	136.85	View chart
Vanguard Consumer MF Closed and MF Open (VDC)	0.1	$136k		635.00	213.73	View chart
Merck & Company Common Stock (MRK)	0.1	$134k	+4%	1.6k	83.93	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$133k	+10133%	614.00	215.79	View chart
Walt Disney Common Stock (DIS)	0.1	$132k	-2%	1.2k	114.53	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.1	$132k	-7%	5.4k	24.40	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.0	$127k	-9%	1.4k	89.37	View chart
Salesforce Common Stock (CRM)	0.0	$124k	+39%	524.00	237.00	View chart
Verizon Communications Common Stock (VZ)	0.0	$124k		2.8k	43.95	View chart
Lockheed Martin Common Stock (LMT)	0.0	$122k		245.00	499.21	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$120k		911.00	131.24	View chart
Deere & Co Common Stock (DE)	0.0	$116k	-58%	254.00	457.27	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$115k	-6%	475.00	242.01	View chart
Lowes Companies Common Stock (LOW)	0.0	$113k		451.00	251.31	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$112k		775.00	144.37	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.0	$109k		163.00	666.18	View chart
Mgm Resorts Common Stock (MGM)	0.0	$107k		3.1k	34.66	View chart
Nextera Energy Common Stock (NEE)	0.0	$105k		1.4k	75.48	View chart
Cloudflare Common Stock (NET)	0.0	$104k	-68%	486.00	214.59	View chart
Qualcomm Common Stock (QCOM)	0.0	$103k	-4%	619.00	166.36	View chart
Pepsico Common Stock (PEP)	0.0	$102k		729.00	140.44	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.0	$100k		1.0k	99.52	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$100k	+461%	1.0k	96.55	View chart
Constellation Energy Common Stock (CEG)	0.0	$99k		300.00	329.49	View chart
Dollar Genl Common Stock (DG)	0.0	$94k	-25%	910.00	103.35	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$93k		5.4k	17.27	View chart
Spdr Series MF Closed and MF Open (XOP)	0.0	$87k		655.00	132.29	View chart
Steris Common Stock (STE)	0.0	$87k		350.00	247.44	View chart
Blackstone Common Stock (BX)	0.0	$85k		500.00	170.85	View chart
Molina Healthcare Common Stock (MOH)	0.0	$84k		440.00	191.36	View chart
Philip Morris Common Stock (PM)	0.0	$84k	-65%	517.00	162.07	View chart
Circle Internet Common Stock (CRCL)	0.0	$83k	-27%	625.00	132.58	View chart
Franklin Ftse MF Closed and MF Open (FLMX)	0.0	$83k		2.5k	33.18	View chart
Sherwin Williams Common Stock (SHW)	0.0	$82k		236.00	346.26	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$82k	-8%	1.2k	68.08	View chart
General Mills Common Stock (GIS)	0.0	$80k		1.6k	50.42	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$78k		682.00	115.01	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$78k		2.1k	38.12	View chart
Invesco P MF Closed and MF Open (PGX)	0.0	$77k	-6%	6.6k	11.60	View chart
Norfolk Southern Common Stock (NSC)	0.0	$76k		254.00	299.97	View chart
Ge Aerospace Common Stock (GE)	0.0	$75k	NEW	250.00	300.82	View chart
3m Company Common Stock (MMM)	0.0	$75k		484.00	155.28	View chart
Seagate Technology Common Stock (STX)	0.0	$75k		318.00	236.06	View chart
Pfizer Common Stock (PFE)	0.0	$75k	-3%	2.9k	25.48	View chart
Ford Motor Common Stock (F)	0.0	$73k		6.1k	11.96	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$73k	+68%	210.00	345.30	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	0.0	$72k	-2%	1.9k	37.11	View chart
Gilead Sciences Common Stock (GILD)	0.0	$72k	+11%	648.00	111.00	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$72k		2.3k	31.27	View chart
Boeing Company Common Stock (BA)	0.0	$70k		325.00	215.83	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.0	$70k	-48%	3.1k	22.44	View chart
Invesco Currencyshares Common Stock (FXY)	0.0	$68k		1.1k	62.21	View chart
Global X MF Closed and MF Open (URA)	0.0	$68k		1.4k	47.67	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.0	$66k	-5%	2.2k	29.73	View chart
Sl Green Common Stock (SLG)	0.0	$66k		1.1k	59.81	View chart
Chevron Corp Common Stock (CVX)	0.0	$66k	+56%	423.00	155.29	View chart
Alps Oshares MF Closed and MF Open (OUSA)	0.0	$65k		1.2k	56.54	View chart
Oneok Common Stock (OKE)	0.0	$63k		863.00	72.97	View chart
Ishares Msci MF Closed and MF Open (MCHI)	0.0	$61k		932.00	65.85	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.0	$61k	+25%	500.00	121.06	View chart
Consolidated Edison Common Stock (ED)	0.0	$58k		572.00	100.52	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$57k	+50%	1.9k	29.79	View chart
Arm Holdings Common Stock (ARM)	0.0	$57k	-14%	400.00	141.49	View chart
Intl Business Common Stock (IBM)	0.0	$56k		200.00	282.16	View chart
Mastec Common Stock (MTZ)	0.0	$55k		260.00	212.81	View chart
Dominion Energy Common Stock (D)	0.0	$55k		900.00	61.20	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$55k		1.1k	50.07	View chart
Prologis Common Stock (PLD)	0.0	$54k		475.00	114.52	View chart
Enbridge Common Stock (ENB)	0.0	$54k		1.1k	50.46	View chart
W P Carey Common Stock (WPC)	0.0	$54k		800.00	67.57	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.0	$54k		4.3k	12.56	View chart
Lam Research Common Stock (LRCX)	0.0	$54k		400.00	133.90	View chart
Adobe Common Stock (ADBE)	0.0	$53k		150.00	352.75	View chart
Kimberly Clark Common Stock (KMB)	0.0	$52k	-19%	420.00	124.34	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$51k		383.00	133.94	View chart
Novartis Common Stock (NVS)	0.0	$51k		400.00	128.24	View chart
Amgen Common Stock (AMGN)	0.0	$51k		179.00	282.20	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.0	$50k	-10%	1.2k	40.58	View chart
Enphase Energy Common Stock (ENPH)	0.0	$50k		1.4k	35.39	View chart
Rpm Intl Common Stock (RPM)	0.0	$50k		420.00	117.88	View chart
Agnc Investment Common Stock (AGNC)	0.0	$49k	+78%	5.0k	9.79	View chart
Shell Common Stock (SHEL)	0.0	$49k		682.00	71.53	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.0	$48k		762.00	63.30	View chart
Caterpillar Common Stock (CAT)	0.0	$48k		100.00	477.15	View chart
Medtronic Common Stock (MDT)	0.0	$48k	-16%	500.00	95.24	View chart
Oracle Corp Common Stock (ORCL)	0.0	$47k	-37%	166.00	281.94	View chart
Travelers Cos Common Stock (TRV)	0.0	$46k		165.00	279.22	View chart
Smucker Jm Common Stock (SJM)	0.0	$46k		420.00	108.60	View chart
Delta Airlines Common Stock (DAL)	0.0	$45k		795.00	56.75	View chart
Monolithic Power Common Stock (MPWR)	0.0	$45k		49.00	920.63	View chart
Keycorp Common Stock (KEY)	0.0	$45k		2.4k	18.69	View chart
Hershey Company Common Stock (HSY)	0.0	$45k		240.00	186.78	View chart
Marvell Technology Common Stock (MRVL)	0.0	$44k	-22%	528.00	84.07	View chart
SPDR S&P MF Closed and MF Open (KBE)	0.0	$43k		728.00	59.42	View chart
Nike Common Stock (NKE)	0.0	$43k	-14%	614.00	69.73	View chart
Global X MF Closed and MF Open (PAVE)	0.0	$42k		891.00	47.63	View chart
Nucor Corp Common Stock (NUE)	0.0	$42k		313.00	135.43	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.0	$42k		2.8k	15.08	View chart
Kroger Common Stock (KR)	0.0	$42k	NEW	625.00	67.41	View chart
Vanguard Materials MF Closed and MF Open (VAW)	0.0	$42k		204.00	204.86	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$41k		200.00	206.51	View chart

Past Filings by Fourth Dimension Wealth

SEC 13F filings are viewable for Fourth Dimension Wealth going back to 2024

Fourth Dimension Wealth 2025 Q3 filed Nov. 4, 2025
Fourth Dimension Wealth 2025 Q2 filed Aug. 5, 2025
Fourth Dimension Wealth 2025 Q1 filed April 23, 2025
Fourth Dimension Wealth 2024 Q4 filed Feb. 18, 2025

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