Fourth Dimension Wealth, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Andrew Ulrich - Financial Planning and Wealth Strategy
Location
Middleburg Heights, OH
Holdings as of
31 Dec 2024
Value $
$191,457,305
Num holdings
619
Filing time
18 Feb 2025, 11:28:18 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, SPTM, XLK, VUG, and NVDA.
Next filing
Q1 2025 - 23 Apr 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Andrew Ulrich Financial Planning and Wealth Strategy Middleburg Heights, Ohio 18 Feb 2025