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CIK: 0002056691
Total reported value
$316.3M
$316.3M
629 檔
16.0%
As reported in its official Q4 2024 Form 13F filing, Fourth Dimension Wealth, LLC's tracked investment portfolio stood at $316.3M with 629 total positions.
During Q4 2024, Fourth Dimension Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 629 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.58% | -0.37% | — | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.44% | -0.04% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.46% | +0.94% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.44% | -0.09% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.01% | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.32% | -3.34% | — | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.23% | -1.33% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.14% | — | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.14% | — | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.62% | -0.04% | — | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.61% | -1.26% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | -1.24% | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.91% | -0.14% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.88% | -0.13% | — | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.83% | -0.13% | — | |
| 16 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.81% | -0.90% | — | |
| 17 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.57% | -0.70% | — | |
| 18 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.51% | -0.11% | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.50% | -0.14% | — | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.37% | -0.26% | — | |
| 21 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.35% | +0.08% | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -1.22% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | -0.16% | — | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.05% | -0.18% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.06% | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.03% | +0.04% | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.96% | -0.08% | — | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.96% | -0.38% | — | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.12% | — | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.84% | -0.36% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.30% | — | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | — | |
| 33 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.77% | — | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.02% | — | |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.62% | +0.15% | — | |
| 36 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.56% | — | — | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.52% | -0.08% | — | |
| 38 | FLMX | Franklin Ftse Mexico ETF | ETF-Other | 0.51% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.18% | — | |
| 40 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.48% | -0.08% | — | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.11% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.15% | — | |
| 43 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.44% | -0.08% | — | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.43% | -0.03% | — | |
| 45 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.41% | -0.06% | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +1.13% | — | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.38% | -0.01% | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -0.03% | — | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.03% | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | +0.01% | — |
According to official SEC Form 13F filings, Fourth Dimension Wealth, LLC reported a total U.S. public equity portfolio value of $316.3M across 629 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPTM, XLK) accounted for 16.0% of total reported equity market value during Q4 2024.
During Q4 2024, Fourth Dimension Wealth, LLC's top holdings by market value included AAPL (6.6%)、SPTM (6.4%)、XLK (5.5%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 2024, Fourth Dimension Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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