Managed by New Dimensions Wealth Management, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $28.9M | 729.8K | 0.00% | — |
| 2 | ? N/A — | $28.4M | 737.5K | 0.00% | — |
| 3 | ? N/A — | $26.7M | 744.6K | 0.00% | — |
| 4 | ? N/A — | $23.1M | 700.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $21.5M |
| 623.4K |
| 0.00% |
| — |
| 6 | H | $21M | 639.8K | 0.00% | — |
| 7 | H | $20.7M | 671.0K | 0.00% | — |
| 8 | H | $18.5M | 666.9K | 0.00% | — |
| 9 | ? N/A — | $13M | 279.0K | 0.00% | — |
| 10 | ? N/A — | $12.7M | 284.2K | 0.00% | — |
| 11 | S SBUX — | $12M | 364.2K | 0.00% | — |
| 12 | ? N/A — | $11.9M | 279.7K | 0.00% | — |
| 13 | S SBUX — | $11.8M | 368.4K | 0.00% | — |
| 14 | S SBUX — | $11.6M | 390.6K | 0.00% | — |
| 15 | ? N/A — | $11.5M | 278.2K | 0.00% | — |
| 16 | S SBUX — | $10.2M | 383.8K | 0.00% | — |
| 17 | ? N/A — | $9.7M | 190.9K | 0.00% | — |
| 18 | N NSC — | $9.4M | 226.9K | 0.00% | — |
| 19 | ? N/A — | $9.4M | 185.2K | 0.00% | — |
| 20 | ? N/A — | $9.3M | 183.2K | 0.00% | — |