Fourth Dimension Wealth, LLC Top Holdings and 13F Report (2025) About Fourth Dimension Wealth, LLCInvestment ActivityFourth Dimension Wealth, LLC has $191.66 million in total holdings as of December 31, 2024.Fourth Dimension Wealth, LLC owns shares of 629 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $12,619,623SPDR Portfolio S&P 1500 Composite Stock Market ETF $12,343,997Technology Select Sector SPDR Fund $10,468,820Vanguard Growth ETF $8,508,714NVIDIA $6,524,971 Sector AllocationMap of 500 Largest Holdings ofFourth Dimension Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$12,619,62350,3446.6%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$12,343,997172,5876.4%ETFXLKTechnology Select Sector SPDR Fund$10,468,82044,8715.5%ETFVUGVanguard Growth ETF$8,508,71420,7314.4%ETFNVDANVIDIA$6,524,97148,4893.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$6,371,39214,9743.3%FinanceJMBSJanus Henderson Mortgage-Backed Securities ETF$6,182,788139,9453.2%ETFAMZNAmazon.com$5,619,90225,4312.9%Retail/WholesaleVTVVanguard Value ETF$5,524,42732,6312.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$5,027,01343,6452.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$5,009,117179,4762.6%ETFQQQInvesco QQQ$3,852,7307,4362.0%FinanceXLVHealth Care Select Sector SPDR Fund$3,653,87726,3891.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,607,313105,6931.9%ETFXLFFinancial Select Sector SPDR Fund$3,513,75472,4481.8%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$3,460,39375,8531.8%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$3,014,739103,9211.6%ETFIQDGWisdomTree International Quality Dividend Growth Fund$2,893,97384,5951.5%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,883,11412,8511.5%FinanceXLCCommunication Services Select Sector SPDR Fund$2,616,24127,0251.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$2,591,81447,6791.4%ETFGLDSPDR Gold Shares$2,424,91810,0151.3%FinanceVTIVanguard Total Stock Market ETF$2,206,7977,6151.2%ETFXLEEnergy Select Sector SPDR Fund$2,019,62623,3711.1%ETFMSFTMicrosoft$1,999,3474,6931.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,966,75114,9271.0%ETFXLPConsumer Staples Select Sector SPDR Fund$1,849,11723,5231.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,840,71356,1371.0%ETFIEFAiShares Core MSCI EAFE ETF$1,710,59324,3400.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,612,89361,5840.8%ETFNFLXNetflix$1,520,5921,7060.8%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$1,500,49215,8340.8%ETFKBESPDR S&P Bank ETF$1,483,77726,7490.8%ETFMETAMeta Platforms$1,324,4242,2620.7%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$1,185,36523,3750.6%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,082,2898,1760.6%ETFXLUUtilities Select Sector SPDR Fund$993,81713,1250.5%ETFFLMXFranklin FTSE Mexico ETF$984,41742,7980.5%ETFLLYEli Lilly and Company$972,7201,2600.5%MedicalMEARiShares Short Maturity Municipal Bond Active ETF$929,48318,6080.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$883,89415,8820.5%ETFGOOGLAlphabet$882,9104,6140.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$852,79716,8170.4%ETFMBBiShares MBS ETF$820,9658,9550.4%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$777,06734,9560.4%ETFAMDAdvanced Micro Devices$772,4556,3950.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$728,7162,6020.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$727,77713,9370.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$702,3229,0030.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$690,39614,2280.4%ETFEPOLiShares MSCI Poland ETF$685,14932,8300.4%ETFWMTWalmart$648,6167,1790.3%Retail/WholesaleIBTFiShares iBonds Dec 2025 Term Treasury ETF$634,64727,2150.3%ManufacturingTSLATesla$628,7781,5570.3%Auto/Tires/TrucksHDHome Depot$586,2091,5070.3%Retail/WholesaleTAFIAB Tax-Aware Short Duration Municipal ETF$584,97123,4460.3%ETFXLREReal Estate Select Sector SPDR Fund$578,56414,2260.3%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$573,07523,3810.3%ETFETNEaton$566,1711,7060.3%Industrial ProductsBIVVanguard Intermediate-Term Bond ETF$535,5177,1660.3%ETFIUSGiShares Core S&P U.S. Growth ETF$532,4983,8210.3%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$525,4728,6870.3%ETFMAMastercard$524,5819960.3%Business ServicesXOMExxon Mobil$499,4474,6430.3%Oils/EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$498,9074,6700.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$497,2746,1950.3%ETFXLBMaterials Select Sector SPDR Fund$491,1705,8350.3%ETFIJHiShares Core S&P Mid-Cap ETF$475,3237,6280.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$474,8455,1940.2%ETFJPMJPMorgan Chase & Co.$471,0321,9650.2%FinanceVGTVanguard Information Technology ETF$460,1327400.2%ETFVBRVanguard Small-Cap Value ETF$452,8452,2850.2%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$421,18821,5660.2%ETFMLNVanEck Long Muni ETF$383,35421,4400.2%ETFTIPiShares TIPS Bond ETF$366,5333,4400.2%ETFQUALiShares MSCI USA Quality Factor ETF$347,3071,9500.2%ETFIBMInternational Business Machines$341,8361,5550.2%Computer and TechnologyPGProcter & Gamble$333,1431,9870.2%Consumer StaplesIVViShares Core S&P 500 ETF$306,3325200.2%ETFMCDMcDonald's$304,0961,0490.2%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$289,19212,5850.2%ETFVVisa$287,4279090.1%Business ServicesVOOVanguard S&P 500 ETF$285,5695300.1%ETFJNJJohnson & Johnson$282,4421,8530.1%MedicalIUSViShares Core S&P U.S. Value ETF$282,2523,0480.1%ManufacturingINSMInsmed$277,6114,0210.1%MedicalFITBFifth Third Bancorp$276,3846,5370.1%FinanceGOOGAlphabet$274,4311,4410.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$270,2299,6960.1%ETFVBVanguard Small-Cap ETF$260,2861,0830.1%ETFIJRiShares Core S&P Small-Cap ETF$257,4162,2340.1%ETFABBVAbbVie$254,1111,4300.1%MedicalSYKStryker$244,8346800.1%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$243,06511,7710.1%ETFCOSTCostco Wholesale$236,8192580.1%Retail/WholesalePSNParsons$227,5812,4670.1%Business ServicesBILSSPDR Bloomberg 3-12 Month T-Bill ETF$224,8722,2680.1%ETFSHYDVanEck Short High Yield Muni ETF$224,83810,0020.1%ETFFLHYFranklin High Yield Corporate ETF$219,5029,1960.1%ETFSNOWSnowflake$208,1441,3480.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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