Fourth-Dimension-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ZEUS",
  "PINS",
  null,
  "RGEN",
  "INSM",
  "TREX",
  "HOOD",
  "ITRI",
  "TEM",
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  "QRVO",
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
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  null,
  null,
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  null,
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  null,
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  null,
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  "INTC",
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  "GEHC",
  "PLTR",
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  null,
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  "PG",
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  "VZ",
  null,
  "KEYS",
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  "AMGN",
  null,
  "MSTR",
  "PPG",
  "IOT",
  null,
  null,
  "SLVM",
  "TFSL",
  null,
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  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "SHEL",
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  null,
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  null,
  null,
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  null,
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  null,
  "BP",
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "IBM",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "ETR",
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  null,
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  null,
  null,
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  null,
  null,
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  "IVE",
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  "VBK",
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  null,
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  "VST",
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  null,
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  "WPC",
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  null,
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  null,
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  null,
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  null,
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  "MGM",
  "TER",
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  "TRMB",
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  null,
  "SLG",
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  "TDY",
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  "SYY",
  "DIA",
  null,
  null,
  "IXUS",
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  null,
  "ZM",
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  "MTH",
  null,
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  null,
  null,
  "NUE",
  "FDX",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
  "BDX",
  "BDC",
  "BBAI",
  "BA",
  "BAH",
  null,
  "BLNK",
  "BMY",
  "BTI",
  "BRX",
  "BXP",
  "AI",
  "BURL",
  "CZR",
  "CDNS",
  "CVNA",
  "CCL",
  "CAVA",
  "CEVA",
  "CRNC",
  "CELH",
  "CHE",
  "CVX",
  "LNG",
  "CHDN",
  "CMG",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "COP",
  "CFLT",
  "STZ",
  "CDP",
  "ED",
  "COST",
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  "CTVA",
  "CROX",
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  "CVS",
  "CSX",
  "DAR",
  "DE",
  "DVN",
  "DAL",
  "DOCU",
  "RSP",
  "EFA",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 630
Total Value: 114283391
Accession Number: 0002056691-25-000002
Form Type: 13F-HR
CIK: fourth-dimension-wealth
Manager Name: Fourth-Dimension-Wealth

Data Enrichment

74% identified

467 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $114.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:731

Value:$84.6K

% of Portfolio:0.1% ($84.6K/$114.3M)

92189F437

Shares:2.9K

Value:$84.5K

% of Portfolio:0.1% ($84.5K/$114.3M)

CHEVRON CORP

CVX|166764100

Shares:495

Value:$82.8K

% of Portfolio:0.1% ($82.8K/$114.3M)

BOEING CO

BA|097023105

Shares:475

Value:$81.0K

% of Portfolio:0.1% ($81.0K/$114.3M)

46434V621

DGRO|46434V621

Shares:1.3K

Value:$80.7K

% of Portfolio:0.1% ($80.7K/$114.3M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:5.4K

Value:$80.5K

% of Portfolio:0.1% ($80.5K/$114.3M)

STERIS plc

STE|G8473T100

Shares:350

Value:$79.3K

% of Portfolio:0.1% ($79.3K/$114.3M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:2.3K

Value:$78.3K

% of Portfolio:0.1% ($78.3K/$114.3M)

46429B671

MCHI|46429B671

Shares:1.4K

Value:$77.2K

% of Portfolio:0.1% ($77.2K/$114.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:520

Value:$74.0K

% of Portfolio:0.1% ($74.0K/$114.3M)

Cloudflare, Inc.

NET|18915M107

Shares:641

Value:$72.2K

% of Portfolio:0.1% ($72.2K/$114.3M)

3M CO

MMM|88579Y101

Shares:484

Value:$71.1K

% of Portfolio:0.1% ($71.1K/$114.3M)

Blackstone Inc.

BX|09260D107

Shares:500

Value:$69.9K

% of Portfolio:0.1% ($69.9K/$114.3M)

46138W107

Shares:1.1K

Value:$67.7K

% of Portfolio:0.1% ($67.7K/$114.3M)

78464A698

Shares:1.2K

Value:$66.0K

% of Portfolio:0.1% ($66.0K/$114.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:125

Value:$65.5K

% of Portfolio:0.1% ($65.5K/$114.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:900

Value:$65.4K

% of Portfolio:0.1% ($65.4K/$114.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:580

Value:$65.0K

% of Portfolio:0.1% ($65.0K/$114.3M)

PFIZER INC

PFE|717081103

Shares:2.5K

Value:$64.3K

% of Portfolio:0.1% ($64.3K/$114.3M)

46138E354

Shares:854

Value:$63.8K

% of Portfolio:0.1% ($63.8K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	731	QoQ +2.09% (-15) YoY-	All Managers (Combined)	$84.6K	0.1% ($84.6K/$114.3M)	QoQ -4.02% (-$3.5K) YoY-
(cusip92189F437)✕	2.9K	QoQ -0.34% (-10) YoY-	All Managers (Combined)	$84.5K	0.1% ($84.5K/$114.3M)	QoQ +0.32% (-$274) YoY-
CHEVRON CORP(CVXcusip166764100)	495	QoQ +78.70% (+218) YoY-	All Managers (Combined)	$82.8K	0.1% ($82.8K/$114.3M)	QoQ +106.40% (+$42.7K) YoY-
BOEING CO(BAcusip097023105)	475	QoQ +46.15% (+150) YoY-	All Managers (Combined)	$81.0K	0.1% ($81.0K/$114.3M)	QoQ +40.82% (+$23.5K) YoY-
(DGROcusip46434V621)	1.3K	QoQ -31.19% (-592) YoY-	All Managers (Combined)	$80.7K	0.1% ($80.7K/$114.3M)	QoQ -30.70% (-$35.8K) YoY-
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	5.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$80.5K	0.1% ($80.5K/$114.3M)	QoQ -7.74% (-$6.8K) YoY-
STERIS plc(STEcusipG8473T100)	350	QoQ -5.91% (-22) YoY-	All Managers (Combined)	$79.3K	0.1% ($79.3K/$114.3M)	QoQ +3.74% (-$2.9K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$78.3K	0.1% ($78.3K/$114.3M)	QoQ +8.86% (+$6.4K) YoY-
(MCHIcusip46429B671)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$77.2K	0.1% ($77.2K/$114.3M)	QoQ +16.09% (+$10.7K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	520	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$74.0K	0.1% ($74.0K/$114.3M)	QoQ +8.53% (+$5.8K) YoY-
Cloudflare, Inc.(NETcusip18915M107)	641	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$72.2K	0.1% ($72.2K/$114.3M)	QoQ +4.65% (+$3.2K) YoY-
3M CO(MMMcusip88579Y101)	484	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$71.1K	0.1% ($71.1K/$114.3M)	QoQ +13.81% (+$8.6K) YoY-
Blackstone Inc.(BXcusip09260D107)	500	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$69.9K	0.1% ($69.9K/$114.3M)	QoQ -18.93% (-$16.3K) YoY-
(cusip46138W107)✕	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$67.7K	0.1% ($67.7K/$114.3M)	QoQ +4.91% (+$3.2K) YoY-
(cusip78464A698)✕	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$66.0K	0.1% ($66.0K/$114.3M)	QoQ -5.79% (-$4.1K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	125	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$65.5K	0.1% ($65.5K/$114.3M)	QoQ +3.53% (+$2.2K) YoY-
LAM RESEARCH CORP(LRCXcusip512807306)	900	QoQ +12.50% (+100) YoY-	All Managers (Combined)	$65.4K	0.1% ($65.4K/$114.3M)	QoQ +13.23% (+$7.6K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	580	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$65.0K	0.1% ($65.0K/$114.3M)	QoQ +21.30% (+$11.4K) YoY-
PFIZER INC(PFEcusip717081103)	2.5K	QoQ -3.42% (-90) YoY-	All Managers (Combined)	$64.3K	0.1% ($64.3K/$114.3M)	QoQ -13.67% (-$10.2K) YoY-
(cusip46138E354)✕	854	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$63.8K	0.1% ($63.8K/$114.3M)	QoQ +6.74% (+$4.0K) YoY-