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",
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  "ENTG",
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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,
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  null,
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  null,
  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,
  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,
  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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  "DG",
  "IJR",
  "ANET",
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  "DASH",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
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  "VGSH",
  "IEMG",
  null,
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  "PBR",
  null,
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  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
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  "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,
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  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
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  "SBUX",
  "TEL",
  "TPR",
  "TD",
  "TGT",
  "TJX",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
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  "VO",
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  null,
  "AGNC",
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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,
  null,
  "DLY",
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  null,
  null,
  "ULTA",
  "XLB",
  "WY",
  "IWN",
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  "VIAV",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "ETR",
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  null,
  "DD",
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  "GM",
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  null,
  null,
  "NVO",
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  null,
  null,
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  "IVE",
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  null,
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  null,
  null,
  null,
  null,
  "AL",
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  null,
  null,
  "CEF",
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  "RGA",
  "VEU",
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  "VGK",
  "BLV",
  null,
  null,
  "VBK",
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  "VBR",
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  null,
  "VTV",
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  "VST",
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  "WBD",
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  "WMB",
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  null,
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  "WPC",
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  null,
  "ENS",
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  null,
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  null,
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  null,
  "ALRM",
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  "JCI",
  "MOH",
  "MFC",
  "NZF",
  "MGM",
  "TER",
  "SO",
  "TTD",
  "SJM",
  "TRMB",
  "TDOC",
  "ONL",
  null,
  "SLG",
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  "RBLX",
  "TDY",
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  "SANM",
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  null,
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  "IXUS",
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  null,
  "ZM",
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  null,
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  null,
  null,
  "NUE",
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  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BAX",
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  "BDC",
  "BBAI",
  "BA",
  "BAH",
  null,
  "BLNK",
  "BMY",
  "BTI",
  "BRX",
  "BXP",
  "AI",
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  "CZR",
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  "CVNA",
  "CCL",
  "CAVA",
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  "CRNC",
  "CELH",
  "CHE",
  "CVX",
  "LNG",
  "CHDN",
  "CMG",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "COP",
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  "STZ",
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  "ED",
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  "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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SOUTHERN CO

SO|842587107

Shares:543

Value:$49.9K

% of Portfolio:0.0% ($49.9K/$114.3M)

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:3.1K

Value:$49.9K

% of Portfolio:0.0% ($49.9K/$114.3M)

37954Y871

Shares:2.2K

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$114.3M)

464287101

Shares:181

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$114.3M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:1.4K

Value:$47.9K

% of Portfolio:0.0% ($47.9K/$114.3M)

78468R788

Shares:1.1K

Value:$46.5K

% of Portfolio:0.0% ($46.5K/$114.3M)

47804J206

Shares:802

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$114.3M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:250

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$114.3M)

lululemon athletica inc.

LULU|550021109

Shares:160

Value:$45.3K

% of Portfolio:0.0% ($45.3K/$114.3M)

464287226

Shares:453

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$114.3M)

NOVARTIS AG

NVS|66987V109

Shares:400

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$114.3M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:165

Value:$43.6K

% of Portfolio:0.0% ($43.6K/$114.3M)

Vistra Corp.

VST|92840M102

Shares:361

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$114.3M)

MASTEC INC

MTZ|576323109

Shares:360

Value:$42.0K

% of Portfolio:0.0% ($42.0K/$114.3M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:236

Value:$41.5K

% of Portfolio:0.0% ($41.5K/$114.3M)

Accenture plc

ACN|G1151C101

Shares:132

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$114.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:390

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$114.3M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:400

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$114.3M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:361

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$114.3M)

NOVO NORDISK A S

NVO|670100205

Shares:580

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	543	QoQ +262.00% (+393) YoY-	All Managers (Combined)	$49.9K	0.0% ($49.9K/$114.3M)	QoQ +11.69% (+$5.2K) YoY-
DoubleLine Yield Opportunities Fund(DLYcusip25862D105)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.9K	0.0% ($49.9K/$114.3M)	QoQ +1.70% (+$837) YoY-
(cusip37954Y871)✕	2.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$49.4K	0.0% ($49.4K/$114.3M)	QoQ -14.41% (-$8.3K) YoY-
(cusip464287101)✕	181	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$49.1K	0.0% ($49.1K/$114.3M)	QoQ -6.23% (-$3.3K) YoY-
Super Micro Computer, Inc.(SMCIcusip86800U302)	1.4K	QoQ +2.56% (+35) YoY-	All Managers (Combined)	$47.9K	0.0% ($47.9K/$114.3M)	QoQ +15.21% (+$6.3K) YoY-
(cusip78468R788)✕	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$46.5K	0.0% ($46.5K/$114.3M)	QoQ +2.35% (+$1.1K) YoY-
(cusip47804J206)✕	802	QoQ +14.40% (+101) YoY-	All Managers (Combined)	$46.0K	0.0% ($46.0K/$114.3M)	QoQ +9.75% (+$4.1K) YoY-
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	250	QoQ +25.00% (+50) YoY-	All Managers (Combined)	$45.9K	0.0% ($45.9K/$114.3M)	QoQ +3.80% (+$1.7K) YoY-
lululemon athletica inc.(LULUcusip550021109)	160	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$45.3K	0.0% ($45.3K/$114.3M)	QoQ -25.97% (-$15.9K) YoY-
(cusip464287226)✕	453	QoQ -23.73% (-141) YoY-	All Managers (Combined)	$44.8K	0.0% ($44.8K/$114.3M)	QoQ -22.14% (-$12.7K) YoY-
NOVARTIS AG(NVScusip66987V109)	400	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$44.6K	0.0% ($44.6K/$114.3M)	QoQ +14.56% (+$5.7K) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	165	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$43.6K	0.0% ($43.6K/$114.3M)	QoQ +9.78% (+$3.9K) YoY-
Vistra Corp.(VSTcusip92840M102)	361	QoQ -41.86% (-260) YoY-	All Managers (Combined)	$42.4K	0.0% ($42.4K/$114.3M)	QoQ -50.48% (-$43.2K) YoY-
MASTEC INC(MTZcusip576323109)	360	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$42.0K	0.0% ($42.0K/$114.3M)	QoQ -14.27% (-$7.0K) YoY-
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	236	QoQ NEW(+236) YoY-	All Managers (Combined)	$41.5K	0.0% ($41.5K/$114.3M)	QoQ NEW(+$41.5K) YoY-
Accenture plc(ACNcusipG1151C101)	132	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.3K	0.0% ($41.3K/$114.3M)	QoQ -11.30% (-$5.3K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	390	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$41.0K	0.0% ($41.0K/$114.3M)	QoQ +5.90% (+$2.3K) YoY-
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	400	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$40.4K	0.0% ($40.4K/$114.3M)	QoQ +12.94% (+$4.6K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	361	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$40.3K	0.0% ($40.3K/$114.3M)	QoQ -5.78% (-$2.5K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	580	QoQ +20.83% (-100) YoY-	All Managers (Combined)	$40.3K	0.0% ($40.3K/$114.3M)	QoQ -2.45% (-$1.0K) YoY-