Fourth-Dimension-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ZEUS",
  "PINS",
  null,
  "RGEN",
  "INSM",
  "TREX",
  "HOOD",
  "ITRI",
  "TEM",
  "MPWR",
  "MQ",
  "INSP",
  "SMTC",
  "QRVO",
  "GDX",
  null,
  null,
  "MASI",
  "TROW",
  "NLY",
  "RJF",
  "AR",
  "MCHI",
  "ENTG",
  "LYFT",
  "BEPC",
  null,
  "AWR",
  null,
  "SMCI",
  "ARI",
  "GATX",
  "SNOW",
  "MU",
  null,
  null,
  "ACN",
  "ZS",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  null,
  "GOOGL",
  "AIN",
  "ALNY",
  null,
  null,
  null,
  null,
  "MODG",
  "ASML",
  "T",
  "AWF",
  null,
  null,
  "CAT",
  null,
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  null,
  "BDJ",
  "ACLS",
  null,
  "BIT",
  null,
  "FELE",
  null,
  "BSX",
  "RQI",
  "CRON",
  null,
  null,
  null,
  "CCI",
  "COF",
  "LMND",
  null,
  "DUK",
  "D",
  "NAD",
  "ROKU",
  "RKT",
  null,
  "RGTI",
  null,
  "QS",
  null,
  "PLL",
  null,
  null,
  "THQ",
  null,
  "U",
  null,
  null,
  null,
  "DSU",
  "GOGL",
  "FITB",
  null,
  "SPNS",
  null,
  null,
  "GILD",
  "GIS",
  "HD",
  null,
  "AZN",
  null,
  "MCD",
  null,
  "QBTS",
  "RPM",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "GLPI",
  "GENI",
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "RIVN",
  "ING",
  "EMR",
  null,
  "NWL",
  null,
  "META",
  null,
  null,
  "KYTX",
  "MFA",
  "OIA",
  "OBE",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "PBYI",
  null,
  null,
  null,
  null,
  "IONQ",
  "IOVA",
  "RA",
  "DIAX",
  null,
  null,
  null,
  "NUW",
  null,
  null,
  null,
  "MCN",
  "NMI",
  null,
  null,
  "GGZ",
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "MPC",
  "WDFC",
  "TLRY",
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "ENPH",
  "ELF",
  "EPR",
  "ETSY",
  "EVR",
  "FWRG",
  null,
  "GPC",
  null,
  "HXL",
  null,
  "HQY",
  "IDYA",
  "INCY",
  "HES",
  "NVS",
  "TEVA",
  "FMC",
  "OXY",
  null,
  "OMF",
  "ICLR",
  "ADM",
  "SMR",
  "DLN",
  "BX",
  "DG",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  "LPLA",
  "AMGN",
  null,
  "MSTR",
  "PPG",
  "IOT",
  null,
  null,
  "SLVM",
  "TFSL",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TPR",
  "TD",
  "TGT",
  "TJX",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "MET",
  null,
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "FCFS",
  "SCHW",
  "IVOO",
  "AB",
  "SPH",
  null,
  null,
  "VWO",
  "VSS",
  null,
  "NSA",
  null,
  null,
  "LOB",
  "LPX",
  null,
  "PRF",
  null,
  "VCIT",
  "TRIP",
  null,
  null,
  "DLY",
  "GRRR",
  "VIG",
  "TTE",
  null,
  null,
  "ULTA",
  "XLB",
  "WY",
  "IWN",
  "SNY",
  "VIAV",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "ETR",
  "FSK",
  "VTR",
  "VYM",
  null,
  "DD",
  "EA",
  "VRT",
  "QLYS",
  "PRI",
  "LITE",
  "PSN",
  "SYNA",
  "VNOM",
  "AEE",
  "GM",
  "STWD",
  "TKR",
  "AXON",
  "AMD",
  "DOV",
  "WAB",
  "F",
  "GNRC",
  "WM",
  "IWR",
  "NCLH",
  "GSLC",
  "AEP",
  "BKR",
  "FVRR",
  "ES",
  "HYLN",
  null,
  null,
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "AL",
  "KD",
  null,
  null,
  "CEF",
  "HBAN",
  "RGA",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  null,
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "VTRS",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WDC",
  "WELL",
  "WMB",
  "WWD",
  null,
  null,
  "WPC",
  "ZETA",
  "IUSG",
  null,
  "ENS",
  "SOLV",
  "ESTC",
  "DTE",
  null,
  "SITM",
  "CNQ",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  null,
  "ALRM",
  "KNX",
  "MTZ",
  "LVS",
  "NSC",
  "KEY",
  "NOK",
  "JCI",
  "MOH",
  "MFC",
  "NZF",
  "MGM",
  "TER",
  "SO",
  "TTD",
  "SJM",
  "TRMB",
  "TDOC",
  "ONL",
  null,
  "SLG",
  "PSX",
  "CRM",
  "RBLX",
  "TDY",
  "RBRK",
  "RDDT",
  "SANM",
  "SYY",
  "DIA",
  null,
  null,
  "IXUS",
  "MTUM",
  "IUSV",
  null,
  "ZM",
  "DGRO",
  "MTH",
  null,
  "SPYV",
  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",
  "GLW",
  "CTVA",
  "CROX",
  "CRWD",
  "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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38150K103

Shares:2.1K

Value:$63.5K

% of Portfolio:0.1% ($63.5K/$114.3M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:572

Value:$63.3K

% of Portfolio:0.1% ($63.3K/$114.3M)

Medtronic plc

MDT|G5960L103

Shares:703

Value:$63.1K

% of Portfolio:0.1% ($63.1K/$114.3M)

35473P736

Shares:2.5K

Value:$62.9K

% of Portfolio:0.1% ($62.9K/$114.3M)

00162Q387

Shares:1.1K

Value:$61.2K

% of Portfolio:0.1% ($61.2K/$114.3M)

FORD MOTOR CO

F|345370860

Shares:6.1K

Value:$61.1K

% of Portfolio:0.1% ($61.1K/$114.3M)

BXP, Inc.

BXP|101121101

Shares:900

Value:$60.5K

% of Portfolio:0.1% ($60.5K/$114.3M)

ADOBE INC.

ADBE|00724F101

Shares:150

Value:$57.5K

% of Portfolio:0.1% ($57.5K/$114.3M)

78467V848

Shares:1.4K

Value:$56.9K

% of Portfolio:0.0% ($56.9K/$114.3M)

ENBRIDGE INC

ENB|29250N105

Shares:1.3K

Value:$56.4K

% of Portfolio:0.0% ($56.4K/$114.3M)

AMGEN INC

AMGN|031162100

Shares:179

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$114.3M)

Phillips 66

PSX|718546104

Shares:450

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$114.3M)

922907746

VTEB|922907746

Shares:1.1K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$114.3M)

Prologis, Inc.

PLD|74340W103

Shares:475

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$114.3M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:4.3K

Value:$52.2K

% of Portfolio:0.0% ($52.2K/$114.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:383

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$114.3M)

W. P. Carey Inc.

WPC|92936U109

Shares:800

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$114.3M)

DOMINION ENERGY, INC

D|25746U109

Shares:898

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$114.3M)

Broadcom Inc.

AVGO|11135F101

Shares:300

Value:$50.3K

% of Portfolio:0.0% ($50.3K/$114.3M)

Shell plc

SHEL|780259305

Shares:682

Value:$50.0K

% of Portfolio:0.0% ($50.0K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip38150K103)✕	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$63.5K	0.1% ($63.5K/$114.3M)	QoQ NEW(+$63.5K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	572	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$63.3K	0.1% ($63.3K/$114.3M)	QoQ +23.93% (+$12.2K) YoY-
Medtronic plc(MDTcusipG5960L103)	703	QoQ +0.14% (+1) YoY-	All Managers (Combined)	$63.1K	0.1% ($63.1K/$114.3M)	QoQ +12.63% (+$7.1K) YoY-
(cusip35473P736)✕	2.5K	QoQ -94.12% (-40.3K) YoY-	All Managers (Combined)	$62.9K	0.1% ($62.9K/$114.3M)	QoQ -93.60% (-$921.5K) YoY-
(cusip00162Q387)✕	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$61.2K	0.1% ($61.2K/$114.3M)	QoQ +0.18% (+$115) YoY-
FORD MOTOR CO(Fcusip345370860)	6.1K	QoQ +0.51% (+31) YoY-	All Managers (Combined)	$61.1K	0.1% ($61.1K/$114.3M)	QoQ +1.83% (+$1.1K) YoY-
BXP, Inc.(BXPcusip101121101)	900	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$60.5K	0.1% ($60.5K/$114.3M)	QoQ -9.64% (-$6.5K) YoY-
ADOBE INC.(ADBEcusip00724F101)	150	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$57.5K	0.1% ($57.5K/$114.3M)	QoQ -13.75% (-$9.2K) YoY-
(cusip78467V848)✕	1.4K	QoQ -37.22% (-838) YoY-	All Managers (Combined)	$56.9K	0.0% ($56.9K/$114.3M)	QoQ -37.33% (-$33.9K) YoY-
ENBRIDGE INC(ENBcusip29250N105)	1.3K	QoQ -54.74% (-1.5K) YoY-	All Managers (Combined)	$56.4K	0.0% ($56.4K/$114.3M)	QoQ -52.73% (-$62.9K) YoY-
AMGEN INC(AMGNcusip031162100)	179	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$55.8K	0.0% ($55.8K/$114.3M)	QoQ +19.53% (+$9.1K) YoY-
Phillips 66(PSXcusip718546104)	450	QoQ +125.00% (+250) YoY-	All Managers (Combined)	$55.6K	0.0% ($55.6K/$114.3M)	QoQ +143.86% (+$32.8K) YoY-
(VTEBcusip922907746)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$54.6K	0.0% ($54.6K/$114.3M)	QoQ -1.01% (-$561) YoY-
Prologis, Inc.(PLDcusip74340W103)	475	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$53.1K	0.0% ($53.1K/$114.3M)	QoQ +5.76% (+$2.9K) YoY-
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	4.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$52.2K	0.0% ($52.2K/$114.3M)	QoQ +0.49% (+$256) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	383	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.8K	0.0% ($50.8K/$114.3M)	QoQ +17.27% (+$7.5K) YoY-
W. P. Carey Inc.(WPCcusip92936U109)	800	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.5K	0.0% ($50.5K/$114.3M)	QoQ +15.84% (+$6.9K) YoY-
DOMINION ENERGY, INC(Dcusip25746U109)	898	QoQ +0.22% (+2) YoY-	All Managers (Combined)	$50.3K	0.0% ($50.3K/$114.3M)	QoQ +4.26% (+$2.1K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	300	QoQ -40.00% (-200) YoY-	All Managers (Combined)	$50.3K	0.0% ($50.3K/$114.3M)	QoQ -56.61% (-$65.6K) YoY-
Shell plc(SHELcusip780259305)	682	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$50.0K	0.0% ($50.0K/$114.3M)	QoQ +16.96% (+$7.3K) YoY-