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

Page 6 of 32

Sort by:

81369Y605

Shares:4.5K

Value:$223.4K

% of Portfolio:0.2% ($223.4K/$114.3M)

81369Y209

Shares:1.5K

Value:$223.3K

% of Portfolio:0.2% ($223.3K/$114.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:753

Value:$217.0K

% of Portfolio:0.2% ($217.0K/$114.3M)

STRYKER CORP

SYK|863667101

Shares:580

Value:$215.9K

% of Portfolio:0.2% ($215.9K/$114.3M)

46436E858

Shares:9.4K

Value:$215.0K

% of Portfolio:0.2% ($215.0K/$114.3M)

464287432

Shares:2.3K

Value:$211.5K

% of Portfolio:0.2% ($211.5K/$114.3M)

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:640

Value:$210.8K

% of Portfolio:0.2% ($210.8K/$114.3M)

46654Q609

Shares:2.9K

Value:$210.3K

% of Portfolio:0.2% ($210.3K/$114.3M)

AT&T INC.

T|00206R102

Shares:7.3K

Value:$206.2K

% of Portfolio:0.2% ($206.2K/$114.3M)

808524862

Shares:8.4K

Value:$203.8K

% of Portfolio:0.2% ($203.8K/$114.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:688

Value:$202.9K

% of Portfolio:0.2% ($202.9K/$114.3M)

Philip Morris International Inc.

PM|718172109

Shares:1.3K

Value:$202.3K

% of Portfolio:0.2% ($202.3K/$114.3M)

COCA COLA CO

KO|191216100

Shares:2.7K

Value:$191.1K

% of Portfolio:0.2% ($191.1K/$114.3M)

025072695

Shares:4.1K

Value:$187.4K

% of Portfolio:0.2% ($187.4K/$114.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:668

Value:$166.1K

% of Portfolio:0.1% ($166.1K/$114.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:960

Value:$163.8K

% of Portfolio:0.1% ($163.8K/$114.3M)

Zscaler, Inc.

ZS|98980G102

Shares:820

Value:$162.7K

% of Portfolio:0.1% ($162.7K/$114.3M)

464287655

IWM|464287655

Shares:810

Value:$161.6K

% of Portfolio:0.1% ($161.6K/$114.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:2.2K

Value:$158.7K

% of Portfolio:0.1% ($158.7K/$114.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:278

Value:$155.5K

% of Portfolio:0.1% ($155.5K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	4.5K	QoQ -93.80% (-68.0K) YoY-	All Managers (Combined)	$223.4K	0.2% ($223.4K/$114.3M)	QoQ -93.64% (-$3.3M) YoY-
(cusip81369Y209)✕	1.5K	QoQ -94.20% (-24.9K) YoY-	All Managers (Combined)	$223.3K	0.2% ($223.3K/$114.3M)	QoQ -93.88% (-$3.4M) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	753	QoQ -92.48% (-9.3K) YoY-	All Managers (Combined)	$217.0K	0.2% ($217.0K/$114.3M)	QoQ -91.05% (-$2.2M) YoY-
STRYKER CORP(SYKcusip863667101)	580	QoQ -14.70% (-100) YoY-	All Managers (Combined)	$215.9K	0.2% ($215.9K/$114.3M)	QoQ -11.81% (-$28.9K) YoY-
(cusip46436E858)✕	9.4K	QoQ +10.67% (+904) YoY-	All Managers (Combined)	$215.0K	0.2% ($215.0K/$114.3M)	QoQ +11.30% (+$21.8K) YoY-
(cusip464287432)✕	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$211.5K	0.2% ($211.5K/$114.3M)	QoQ +4.23% (+$8.6K) YoY-
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	640	QoQ +45.45% (+200) YoY-	All Managers (Combined)	$210.8K	0.2% ($210.8K/$114.3M)	QoQ +64.61% (+$82.7K) YoY-
(cusip46654Q609)✕	2.9K	QoQ +58.24% (+1.0K) YoY-	All Managers (Combined)	$210.3K	0.2% ($210.3K/$114.3M)	QoQ +29.70% (+$48.2K) YoY-
AT&T INC.(Tcusip00206R102)	7.3K	QoQ +3.54% (+250) YoY-	All Managers (Combined)	$206.2K	0.2% ($206.2K/$114.3M)	QoQ +28.60% (+$45.9K) YoY-
(cusip808524862)✕	8.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$203.8K	0.2% ($203.8K/$114.3M)	QoQ +1.16% (+$2.3K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	688	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$202.9K	0.2% ($202.9K/$114.3M)	QoQ +1.68% (+$3.4K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.3K	QoQ -11.88% (-172) YoY-	All Managers (Combined)	$202.3K	0.2% ($202.3K/$114.3M)	QoQ +16.14% (-$28.1K) YoY-
COCA COLA CO(KOcusip191216100)	2.7K	QoQ +3.89% (+100) YoY-	All Managers (Combined)	$191.1K	0.2% ($191.1K/$114.3M)	QoQ +19.51% (+$31.2K) YoY-
(cusip025072695)✕	4.1K	QoQ +0.36% (-15) YoY-	All Managers (Combined)	$187.4K	0.2% ($187.4K/$114.3M)	QoQ -1.03% (-$2.0K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	668	QoQ -57.04% (-887) YoY-	All Managers (Combined)	$166.1K	0.1% ($166.1K/$114.3M)	QoQ -51.39% (-$175.7K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	960	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$163.8K	0.1% ($163.8K/$114.3M)	QoQ -6.22% (-$10.9K) YoY-
Zscaler, Inc.(ZScusip98980G102)	820	QoQ +22.38% (+150) YoY-	All Managers (Combined)	$162.7K	0.1% ($162.7K/$114.3M)	QoQ +34.60% (+$41.8K) YoY-
(IWMcusip464287655)	810	QoQ -9.89% (-89) YoY-	All Managers (Combined)	$161.6K	0.1% ($161.6K/$114.3M)	QoQ -18.65% (-$37.1K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	2.2K	QoQ +393.87% (+1.7K) YoY-	All Managers (Combined)	$158.7K	0.1% ($158.7K/$114.3M)	QoQ +496.55% (+$132.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	278	QoQ +5.70% (+15) YoY-	All Managers (Combined)	$155.5K	0.1% ($155.5K/$114.3M)	QoQ +0.89% (+$1.4K) YoY-