Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, FVAL, TTAC, IEFA, and represent 43.29% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FVAL (+$293M), IJT (+$154M), SPY (+$88M), IEFA (+$84M), AGG (+$59M), SSO (+$51M), IJR (+$49M), RSP (+$43M), IYW (+$40M), MBB (+$36M).
- Started 31 new stock positions in DT, TFX, KKR, VUG, MHK, IWD, SYY, FERG, VST, SSO.
- Reduced shares in these 10 stocks: , BINC (-$181M), HEFA (-$151M), SPYV (-$129M), IGSB (-$72M), IEMG (-$58M), , , TIP (-$41M), QUAL (-$41M).
- Sold out of its positions in ATKR, BP, BRK.B, BINC, DYNF, CTSH, ETSY, FBCG, FIVE, FRSH.
- Dynasty Wealth Management was a net seller of stock by $-209M.
- Dynasty Wealth Management has $3.3B in assets under management (AUM), dropping by -2.43%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 224 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.2 | $369M | -2% | 640k | 576.82 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.1 | $301M | +24% | 3.0M | 101.17 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 9.0 | $297M | +7018% | 3.6M | 82.94 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 8.1 | $268M | +3% | 4.1M | 65.18 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.0 | $198M | +73% | 3.7M | 53.53 |
|
| Ishares Tr Mbs Etf (MBB) | 5.7 | $187M | +23% | 2.4M | 78.05 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 5.6 | $185M | -41% | 1.9M | 95.81 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 4.7 | $154M | NEW | 4.4M | 35.42 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 4.1 | $137M | +41% | 907k | 150.64 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $116M | +316% | 520k | 223.16 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $101M | +7% | 1.1M | 91.31 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $76M | +184% | 1.4M | 52.66 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $59M | 601k | 98.10 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.7 | $57M | +10% | 1.2M | 46.74 |
|
| Tcw Transform Etf Trust Transform System (NETZ) | 1.6 | $54M | -3% | 731k | 73.93 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 1.6 | $51M | NEW | 586k | 87.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $43M | NEW | 238k | 179.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $40M | -50% | 226k | 177.90 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.2 | $40M | 555k | 71.73 |
|
|
| Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) | 1.2 | $39M | 1.2M | 31.28 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $38M | 459k | 83.63 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $32M | 114k | 283.16 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $29M | 584k | 49.70 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $27M | NEW | 332k | 80.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $23M | -45% | 212k | 108.63 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $22M | NEW | 419k | 52.98 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $14M | +10% | 237k | 59.02 |
|
| Amazon (AMZN) | 0.4 | $13M | -20% | 70k | 186.33 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $10M | 218k | 47.85 |
|
|
| Apple (AAPL) | 0.3 | $10M | +31% | 44k | 233.00 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $9.5M | NEW | 223k | 42.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $9.3M | 177k | 52.81 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $8.6M | -23% | 20k | 430.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $8.5M | -16% | 51k | 165.85 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $8.0M | 34k | 237.21 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $7.4M | +83% | 100k | 73.93 |
|
| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.2 | $7.2M | -43% | 134k | 53.92 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $6.5M | 82k | 78.69 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $6.4M | -58% | 65k | 97.79 |
|
| UnitedHealth (UNH) | 0.2 | $6.3M | -6% | 11k | 584.69 |
|
| Oracle Corporation (ORCL) | 0.2 | $6.0M | +89% | 35k | 170.40 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $5.8M | +1229% | 95k | 60.60 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $5.6M | 74k | 75.11 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.5M | -5% | 16k | 353.49 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.2M | +2% | 101k | 51.12 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $5.1M | +2% | 24k | 210.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.9M | -12% | 9.9k | 493.79 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.1M | NEW | 68k | 61.14 |
|
| Abbott Laboratories (ABT) | 0.1 | $4.0M | -8% | 35k | 114.01 |
|
| Zoetis Cl A (ZTS) | 0.1 | $3.7M | 19k | 195.38 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.6M | -34% | 21k | 167.19 |
|
| Servicenow (NOW) | 0.1 | $3.4M | -14% | 3.8k | 894.39 |
|
| Visa Com Cl A (V) | 0.1 | $3.4M | -11% | 12k | 274.94 |
|
| Tesla Motors (TSLA) | 0.1 | $3.3M | -4% | 13k | 261.63 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.1M | 10k | 314.38 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.0M | -95% | 95k | 31.28 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.9M | 13k | 223.08 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | -17% | 4.7k | 618.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | +24% | 5.3k | 517.78 |
|
| Stryker Corporation (SYK) | 0.1 | $2.5M | -10% | 7.0k | 361.26 |
|
| Intuit (INTU) | 0.1 | $2.5M | -3% | 4.0k | 620.93 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.5M | NEW | 8.9k | 276.77 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.4M | +37% | 30k | 80.14 |
|
| Philip Morris International (PM) | 0.1 | $2.4M | +4% | 20k | 121.40 |
|
| Netflix (NFLX) | 0.1 | $2.3M | -26% | 3.3k | 709.27 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $2.3M | -38% | 43k | 54.43 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.2M | -2% | 21k | 104.24 |
|
| Msci (MSCI) | 0.1 | $2.1M | +33% | 3.7k | 582.91 |
|
| Icon SHS (ICLR) | 0.1 | $2.1M | 7.2k | 287.31 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.0M | -11% | 16k | 126.81 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.9M | 7.0k | 276.73 |
|
|
| Home Depot (HD) | 0.1 | $1.9M | +96% | 4.7k | 405.18 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.9M | +714% | 40k | 47.18 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.8M | NEW | 37k | 50.50 |
|
| American Express Company (AXP) | 0.1 | $1.8M | 6.8k | 271.22 |
|
|
| CRH Ord (CRH) | 0.1 | $1.8M | +21% | 20k | 92.74 |
|
| Workday Cl A (WDAY) | 0.1 | $1.8M | +50% | 7.4k | 244.41 |
|
| Micron Technology (MU) | 0.1 | $1.8M | +41% | 17k | 103.71 |
|
| Fidelity National Information Services (FIS) | 0.1 | $1.8M | +3% | 21k | 83.75 |
|
| Diamondback Energy (FANG) | 0.1 | $1.7M | +33% | 10k | 172.40 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.7M | -22% | 21k | 80.75 |
|
| AutoZone (AZO) | 0.1 | $1.7M | 535.00 | 3147.10 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $1.6M | -3% | 2.1k | 774.33 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.6M | -9% | 17k | 97.49 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.6M | -7% | 7.8k | 206.57 |
|
| Abbvie (ABBV) | 0.0 | $1.6M | +26% | 8.1k | 197.47 |
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| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.6M | +66% | 61k | 25.88 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.6M | 5.2k | 302.20 |
|
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| Gartner (IT) | 0.0 | $1.6M | -5% | 3.1k | 506.76 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.5M | +4% | 25k | 61.50 |
|
| Honeywell International (HON) | 0.0 | $1.5M | +24% | 7.5k | 206.70 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $1.5M | +30% | 41k | 37.60 |
|
| United Rentals (URI) | 0.0 | $1.5M | 1.9k | 809.52 |
|
|
| Amgen (AMGN) | 0.0 | $1.5M | 4.7k | 322.22 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $1.5M | -13% | 27k | 56.49 |
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| Blue Owl Capital Com Cl A (OWL) | 0.0 | $1.5M | +94% | 78k | 19.36 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.5M | +25% | 102k | 14.70 |
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| Discover Financial Services (DFS) | 0.0 | $1.4M | NEW | 10k | 140.29 |
|
| Corpay Com Shs (CPAY) | 0.0 | $1.4M | +43% | 4.6k | 312.76 |
|
| Microchip Technology (MCHP) | 0.0 | $1.4M | +39% | 18k | 80.29 |
|
| Avantor (AVTR) | 0.0 | $1.4M | -11% | 55k | 25.87 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | -4% | 12k | 119.07 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.4M | +12% | 7.5k | 187.49 |
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| Schlumberger Com Stk (SLB) | 0.0 | $1.4M | +27% | 33k | 41.95 |
|
| Leidos Holdings (LDOS) | 0.0 | $1.4M | +8% | 8.5k | 163.00 |
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| Applied Materials (AMAT) | 0.0 | $1.4M | +5% | 6.8k | 202.06 |
|
| Equifax (EFX) | 0.0 | $1.4M | -18% | 4.6k | 293.85 |
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| Broadridge Financial Solutions (BR) | 0.0 | $1.4M | 6.3k | 215.03 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.3M | NEW | 29k | 46.47 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.3M | 8.2k | 162.90 |
|
|
| Cigna Corp (CI) | 0.0 | $1.3M | +9% | 3.8k | 346.45 |
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| Builders FirstSource (BLDR) | 0.0 | $1.3M | +16% | 6.7k | 193.86 |
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| Procter & Gamble Company (PG) | 0.0 | $1.3M | 7.5k | 173.21 |
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| Cenovus Energy (CVE) | 0.0 | $1.3M | -3% | 77k | 16.73 |
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| Waste Management (WM) | 0.0 | $1.3M | 6.2k | 207.60 |
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| Aon Shs Cl A (AON) | 0.0 | $1.3M | +125% | 3.7k | 345.97 |
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| Metropcs Communications (TMUS) | 0.0 | $1.3M | -3% | 6.2k | 206.35 |
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| Norfolk Southern (NSC) | 0.0 | $1.3M | -2% | 5.0k | 248.48 |
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| Omni (OMC) | 0.0 | $1.2M | +14% | 12k | 103.39 |
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| Keysight Technologies (KEYS) | 0.0 | $1.2M | +19% | 7.8k | 158.93 |
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| Flex Ord (FLEX) | 0.0 | $1.2M | +7% | 36k | 33.43 |
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| McKesson Corporation (MCK) | 0.0 | $1.2M | +12% | 2.4k | 494.49 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.2M | +3% | 7.3k | 164.07 |
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| Teck Resources CL B (TECK) | 0.0 | $1.2M | +93% | 23k | 52.24 |
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| Wabtec Corporation (WAB) | 0.0 | $1.2M | +2% | 6.4k | 181.76 |
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| Nike CL B (NKE) | 0.0 | $1.1M | -57% | 13k | 88.40 |
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| Centene Corporation (CNC) | 0.0 | $1.1M | +12% | 15k | 75.28 |
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| Fortive (FTV) | 0.0 | $1.1M | +38% | 14k | 78.93 |
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| Johnson & Johnson (JNJ) | 0.0 | $1.1M | -4% | 6.9k | 162.06 |
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| Chubb (CB) | 0.0 | $1.1M | 3.8k | 288.36 |
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| ConocoPhillips (COP) | 0.0 | $1.1M | -5% | 10k | 105.28 |
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| Goldman Sachs (GS) | 0.0 | $1.1M | -21% | 2.1k | 495.03 |
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| Dell Technologies CL C (DELL) | 0.0 | $1.0M | -4% | 8.9k | 118.53 |
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| Jacobs Engineering Group (J) | 0.0 | $1.0M | +9% | 7.9k | 130.91 |
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| Kenvue (KVUE) | 0.0 | $968k | -4% | 42k | 23.13 |
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| Canadian Natural Resources (CNQ) | 0.0 | $958k | +4% | 29k | 33.21 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $903k | +145% | 3.9k | 232.64 |
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| AutoNation (AN) | 0.0 | $859k | +26% | 4.8k | 178.92 |
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| SYSCO Corporation (SYY) | 0.0 | $856k | NEW | 11k | 78.06 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $855k | +9% | 2.2k | 381.68 |
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| Phillips 66 (PSX) | 0.0 | $853k | -24% | 6.5k | 131.44 |
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| CenterPoint Energy (CNP) | 0.0 | $844k | +72% | 29k | 29.42 |
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| Smucker J M Com New (SJM) | 0.0 | $826k | +10% | 6.8k | 121.10 |
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| Performance Food (PFGC) | 0.0 | $820k | -4% | 11k | 78.37 |
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| Eli Lilly & Co. (LLY) | 0.0 | $806k | -7% | 910.00 | 885.49 |
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| Intercontinental Exchange (ICE) | 0.0 | $805k | -4% | 5.0k | 160.64 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $800k | +3% | 17k | 48.14 |
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| Amphenol Corp Cl A (APH) | 0.0 | $800k | -19% | 12k | 65.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $787k | NEW | 30k | 26.65 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $779k | -5% | 7.0k | 111.88 |
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| Verisk Analytics (VRSK) | 0.0 | $778k | -8% | 2.9k | 267.94 |
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| Masco Corporation (MAS) | 0.0 | $776k | 9.2k | 83.94 |
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| Kinross Gold Corp (KGC) | 0.0 | $772k | +388% | 82k | 9.36 |
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| FirstEnergy (FE) | 0.0 | $759k | +2% | 17k | 44.35 |
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| Deere & Company (DE) | 0.0 | $758k | +23% | 1.8k | 417.30 |
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| Clean Harbors (CLH) | 0.0 | $735k | +65% | 3.0k | 241.71 |
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| Paycom Software (PAYC) | 0.0 | $717k | +10% | 4.3k | 166.58 |
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| Casey's General Stores (CASY) | 0.0 | $714k | -2% | 1.9k | 375.68 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $713k | +5% | 2.5k | 281.38 |
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| McDonald's Corporation (MCD) | 0.0 | $694k | +2% | 2.3k | 304.45 |
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| Booking Holdings (BKNG) | 0.0 | $694k | -20% | 165.00 | 4203.32 |
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| Copart (CPRT) | 0.0 | $690k | NEW | 13k | 52.40 |
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| Ball Corporation (BALL) | 0.0 | $685k | -3% | 10k | 67.91 |
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| Regal-beloit Corporation (RRX) | 0.0 | $679k | -5% | 4.1k | 165.89 |
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| Hartford Financial Services (HIG) | 0.0 | $658k | -4% | 5.6k | 117.61 |
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| MGM Resorts International. (MGM) | 0.0 | $642k | 16k | 39.09 |
|
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $640k | 8.1k | 78.75 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $614k | 2.8k | 220.86 |
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| Qualcomm (QCOM) | 0.0 | $610k | 3.6k | 170.03 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $589k | +19% | 1.3k | 437.53 |
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| Allegion Ord Shs (ALLE) | 0.0 | $580k | 4.0k | 145.75 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $577k | -5% | 3.7k | 158.01 |
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| Marvell Technology (MRVL) | 0.0 | $576k | 8.0k | 72.12 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $564k | +42% | 4.3k | 130.55 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $553k | +13% | 2.3k | 240.05 |
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| Ashland (ASH) | 0.0 | $542k | +5% | 6.2k | 86.97 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $537k | -4% | 5.4k | 99.48 |
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| Crown Holdings (CCK) | 0.0 | $528k | +19% | 5.5k | 95.88 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $513k | +25% | 4.3k | 118.74 |
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| Expedia Group Com New (EXPE) | 0.0 | $471k | 3.2k | 148.02 |
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| Nice Sponsored Adr (NICE) | 0.0 | $443k | +23% | 2.5k | 173.66 |
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| Api Group Corp Com Stk (APG) | 0.0 | $442k | +7% | 13k | 33.02 |
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| Eastman Chemical Company (EMN) | 0.0 | $441k | +17% | 3.9k | 111.95 |
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| WESCO International (WCC) | 0.0 | $416k | -43% | 2.5k | 167.98 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $415k | NEW | 20k | 20.46 |
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| Ross Stores (ROST) | 0.0 | $412k | -4% | 2.7k | 150.52 |
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| Chewy Cl A (CHWY) | 0.0 | $399k | NEW | 14k | 29.29 |
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| Extra Space Storage (EXR) | 0.0 | $391k | -52% | 2.2k | 180.23 |
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| Resideo Technologies (REZI) | 0.0 | $380k | +5% | 19k | 20.14 |
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| Ats (ATS) | 0.0 | $367k | +12% | 13k | 29.05 |
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| Aspen Technology (AZPN) | 0.0 | $360k | -2% | 1.5k | 238.82 |
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| Argenx Se Sponsored Adr (ARGX) | 0.0 | $355k | 655.00 | 542.08 |
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| PPL Corporation (PPL) | 0.0 | $348k | +20% | 11k | 33.08 |
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| Live Nation Entertainment (LYV) | 0.0 | $341k | -2% | 3.1k | 109.49 |
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| Hologic (HOLX) | 0.0 | $321k | NEW | 3.9k | 81.46 |
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| CoStar (CSGP) | 0.0 | $316k | +12% | 4.2k | 75.43 |
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| Cae (CAE) | 0.0 | $315k | +24% | 17k | 18.75 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $306k | -2% | 6.7k | 45.73 |
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| Fifth Third Ban (FITB) | 0.0 | $303k | -6% | 7.1k | 42.84 |
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| Coty Com Cl A (COTY) | 0.0 | $300k | -7% | 32k | 9.39 |
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| Eversource Energy (ES) | 0.0 | $297k | 4.4k | 68.06 |
|
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $295k | NEW | 1.5k | 198.63 |
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| Dynatrace Com New (DT) | 0.0 | $291k | NEW | 5.4k | 53.47 |
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| Ultragenyx Pharmaceutical (RARE) | 0.0 | $289k | NEW | 5.2k | 55.55 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $278k | 7.7k | 36.15 |
|
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| Steris Shs Usd (STE) | 0.0 | $274k | +8% | 1.1k | 242.54 |
|
| EQT Corporation (EQT) | 0.0 | $262k | +27% | 7.2k | 36.64 |
|
| PNC Financial Services (PNC) | 0.0 | $261k | 1.4k | 184.86 |
|
|
| Amentum Holdings | 0.0 | $255k | NEW | 7.9k | 32.25 |
|
| Mohawk Industries (MHK) | 0.0 | $252k | NEW | 1.6k | 160.68 |
|
| Pinterest Cl A (PINS) | 0.0 | $250k | +13% | 7.7k | 32.37 |
|
| Bio-techne Corporation (TECH) | 0.0 | $246k | NEW | 3.1k | 79.93 |
|
| DTE Energy Company (DTE) | 0.0 | $237k | 1.8k | 128.41 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $232k | NEW | 5.9k | 39.20 |
|
| Teleflex Incorporated (TFX) | 0.0 | $232k | NEW | 939.00 | 247.20 |
|
| Vistra Energy (VST) | 0.0 | $230k | NEW | 1.9k | 118.53 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $229k | NEW | 952.00 | 240.70 |
|
| National Retail Properties (NNN) | 0.0 | $229k | NEW | 4.7k | 48.49 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $229k | +3% | 452.00 | 505.43 |
|
| Raymond James Financial (RJF) | 0.0 | $216k | 1.8k | 122.48 |
|
|
| Emerson Electric (EMR) | 0.0 | $215k | NEW | 2.0k | 109.37 |
|
| Everest Re Group (EG) | 0.0 | $211k | 539.00 | 391.60 |
|
|
| Kkr & Co (KKR) | 0.0 | $208k | NEW | 1.6k | 130.61 |
|
| HEICO Corporation (HEI) | 0.0 | $204k | NEW | 781.00 | 261.48 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2024 Q3 filed Nov. 12, 2024
- Dynasty Wealth Management 2024 Q2 filed Aug. 12, 2024
- Dynasty Wealth Management 2024 Q1 filed May 16, 2024
- Dynasty Wealth Management 2018 Q4 filed Feb. 12, 2019
- Dynasty Wealth Management 2018 Q3 filed Nov. 9, 2018
- Dynasty Wealth Management 2018 Q2 filed Aug. 16, 2018
- Dynasty Wealth Management 2018 Q1 filed April 20, 2018
- Dynasty Wealth Management 2017 Q4 filed Feb. 15, 2018