Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, Trimtabs Float Shrink Etf, BINC, SPYG, AGG, and represent 32.47% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BINC (+$331M), SPYG (+$311M), FBCG (+$258M), DYNF (+$245M), Trimtabs Float Shrink Etf (+$195M), HEFA (+$155M), NETZ (+$140M), IEMG (+$131M), IVV (+$110M), EMXC (+$80M).
- Started 52 new stock positions in EFV, IGSB, INTF, STIP, IXC, EMB, MRK, DYNF, KBR, SPYG.
- Reduced shares in these 10 stocks: SPY (-$235M), IJT (-$154M), FVAL (-$95M), IJR (-$83M), , MBB (-$39M), , VUG (-$22M), EFA (-$17M), DBEF (-$9.5M).
- Sold out of its positions in AMD, ARE, AMTM, ASH, BALL, CNC, DBEF, DKNG, EXR, FERG.
- Dynasty Wealth Management was a net buyer of stock by $2.3B.
- Dynasty Wealth Management has $5.8B in assets under management (AUM), dropping by 75.15%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 247 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $486M | +29% | 826k | 588.68 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf | 8.1 | $468M | +71% | 7.0M | 66.47 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 5.7 | $331M | NEW | 6.4M | 52.02 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.4 | $311M | NEW | 3.5M | 87.90 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.9 | $286M | 2.9M | 96.90 |
|
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 4.5 | $258M | NEW | 5.6M | 46.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $258M | 3.7M | 70.28 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.2 | $245M | NEW | 4.8M | 51.25 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.9 | $224M | +54% | 1.4M | 159.52 |
|
| Tcw Transform Etf Trust Transform System (NETZ) | 3.3 | $193M | +264% | 2.7M | 72.57 |
|
| Ishares Tr Mbs Etf (MBB) | 3.1 | $181M | -17% | 2.0M | 91.68 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.9 | $169M | +71% | 3.3M | 51.14 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 2.7 | $155M | NEW | 4.5M | 34.75 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $136M | +2630% | 2.6M | 52.22 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.3 | $132M | +142% | 2.9M | 44.87 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 2.2 | $126M | -43% | 2.0M | 61.52 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.8 | $107M | +8% | 1.2M | 88.79 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $93M | +132% | 524k | 178.08 |
|
| Trimtabs Etf Tr Fcf Intl Qlty Et | 1.6 | $91M | +157% | 3.2M | 28.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $83M | -50% | 721k | 115.22 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $80M | NEW | 1.4M | 55.45 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $79M | +50% | 905k | 87.33 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $78M | NEW | 805k | 96.83 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $75M | NEW | 1.4M | 51.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $70M | -77% | 119k | 586.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $69M | NEW | 1.3M | 52.47 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.1 | $64M | NEW | 1.0M | 62.04 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.0 | $57M | NEW | 667k | 85.66 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.9 | $52M | +370% | 1.0M | 51.73 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $48M | +143% | 232k | 206.92 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $44M | NEW | 440k | 100.60 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $43M | NEW | 399k | 106.55 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $39M | -7% | 220k | 175.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $37M | +29% | 754k | 49.51 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.6 | $36M | NEW | 942k | 38.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $36M | -8% | 506k | 70.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $33M | NEW | 312k | 106.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $32M | 112k | 289.81 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $27M | +171% | 271k | 99.54 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $24M | NEW | 923k | 25.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $22M | +1235% | 118k | 185.13 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.3 | $19M | NEW | 427k | 45.23 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $18M | +167% | 175k | 101.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $17M | -49% | 231k | 75.61 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $13M | NEW | 148k | 89.04 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $9.8M | +2% | 222k | 44.04 |
|
| Amazon (AMZN) | 0.2 | $9.2M | -39% | 42k | 219.39 |
|
| Microsoft Corporation (MSFT) | 0.2 | $8.9M | +5% | 21k | 421.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $8.7M | +3% | 182k | 47.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $8.1M | 34k | 240.28 |
|
|
| Apple (AAPL) | 0.1 | $7.5M | -32% | 30k | 250.42 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $7.2M | NEW | 144k | 49.95 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $6.5M | -52% | 112k | 58.18 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $6.4M | 83k | 77.27 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $6.2M | NEW | 125k | 49.84 |
|
| Oracle Corporation (ORCL) | 0.1 | $6.2M | +6% | 37k | 166.64 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $6.1M | NEW | 64k | 95.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $6.0M | -37% | 32k | 189.30 |
|
| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.1 | $5.8M | +90% | 255k | 22.66 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.7M | +5% | 16k | 351.80 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $5.7M | 24k | 239.71 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $5.5M | +8% | 109k | 50.13 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | +4% | 10k | 526.57 |
|
| UnitedHealth (UNH) | 0.1 | $5.4M | 11k | 505.86 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $5.1M | -3% | 72k | 71.91 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.6M | NEW | 44k | 105.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $4.5M | NEW | 11k | 401.58 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.4M | -2% | 66k | 66.14 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.4M | +35% | 14k | 322.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.2M | +3% | 22k | 190.44 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $4.0M | NEW | 14k | 288.84 |
|
| Visa Com Cl A (V) | 0.1 | $4.0M | +2% | 13k | 316.05 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.9M | 35k | 113.11 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $3.8M | +20% | 23k | 162.93 |
|
| Servicenow (NOW) | 0.1 | $3.4M | -16% | 3.2k | 1060.12 |
|
| Shopify Cl A (SHOP) | 0.1 | $3.3M | 31k | 106.33 |
|
|
| Netflix (NFLX) | 0.1 | $3.0M | +3% | 3.4k | 891.32 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.9M | +5% | 14k | 212.42 |
|
| Stryker Corporation (SYK) | 0.0 | $2.7M | +9% | 7.6k | 360.04 |
|
| Intuit (INTU) | 0.0 | $2.7M | +9% | 4.4k | 628.53 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $2.7M | NEW | 58k | 47.01 |
|
| Honeywell International (HON) | 0.0 | $2.6M | +52% | 11k | 225.90 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $2.5M | NEW | 55k | 45.57 |
|
| Philip Morris International (PM) | 0.0 | $2.5M | +4% | 21k | 120.35 |
|
| Abbvie (ABBV) | 0.0 | $2.4M | +66% | 14k | 177.70 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $2.3M | +2% | 44k | 52.27 |
|
| Msci (MSCI) | 0.0 | $2.3M | +2% | 3.8k | 600.03 |
|
| Automatic Data Processing (ADP) | 0.0 | $2.1M | +3% | 7.2k | 292.75 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $2.0M | +141% | 89k | 22.98 |
|
| SYSCO Corporation (SYY) | 0.0 | $2.0M | +142% | 27k | 76.46 |
|
| American Express Company (AXP) | 0.0 | $2.0M | 6.8k | 296.80 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $2.0M | 15k | 131.41 |
|
|
| Home Depot (HD) | 0.0 | $2.0M | +10% | 5.2k | 388.95 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.0M | +58% | 6.2k | 326.51 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $2.0M | +185% | 2.6k | 771.97 |
|
| Corpay Com Shs (CPAY) | 0.0 | $2.0M | +27% | 5.8k | 338.42 |
|
| Discover Financial Services (DFS) | 0.0 | $2.0M | +11% | 11k | 173.22 |
|
| Workday Cl A (WDAY) | 0.0 | $2.0M | 7.6k | 258.03 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $2.0M | NEW | 68k | 28.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.9M | NEW | 21k | 88.40 |
|
| AmerisourceBergen (COR) | 0.0 | $1.9M | NEW | 8.3k | 224.67 |
|
| CRH Ord (CRH) | 0.0 | $1.9M | +2% | 20k | 92.52 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8M | -22% | 4.1k | 444.68 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $1.8M | 79k | 23.26 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $1.8M | -31% | 15k | 125.72 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.8M | +5% | 27k | 67.46 |
|
| Fidelity National Information Services (FIS) | 0.0 | $1.8M | +4% | 22k | 80.77 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.7M | -8% | 25k | 70.24 |
|
| AutoZone (AZO) | 0.0 | $1.7M | 529.00 | 3198.97 |
|
|
| McKesson Corporation (MCK) | 0.0 | $1.7M | +21% | 3.0k | 569.99 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $1.6M | -40% | 37k | 44.36 |
|
| PPL Corporation (PPL) | 0.0 | $1.6M | +374% | 50k | 32.46 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.6M | -3% | 98k | 16.27 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $1.5M | +7% | 6.8k | 226.10 |
|
| Norfolk Southern (NSC) | 0.0 | $1.5M | +29% | 6.5k | 234.71 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.5M | 7.8k | 187.50 |
|
|
| Diamondback Energy (FANG) | 0.0 | $1.5M | -11% | 8.9k | 163.82 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.5M | +9% | 4.0k | 359.12 |
|
| Flex Ord (FLEX) | 0.0 | $1.4M | +2% | 37k | 38.39 |
|
| ConocoPhillips (COP) | 0.0 | $1.4M | +40% | 14k | 99.17 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $1.4M | NEW | 17k | 84.97 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.4M | +4% | 2.2k | 630.17 |
|
| Keysight Technologies (KEYS) | 0.0 | $1.4M | +10% | 8.6k | 160.63 |
|
| Micron Technology (MU) | 0.0 | $1.4M | -5% | 16k | 84.16 |
|
| Waste Management (WM) | 0.0 | $1.3M | +6% | 6.6k | 201.78 |
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| Procter & Gamble Company (PG) | 0.0 | $1.3M | +2% | 7.7k | 167.66 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.3M | -5% | 5.8k | 220.74 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.3M | -7% | 4.8k | 263.49 |
|
| Wabtec Corporation (WAB) | 0.0 | $1.2M | 6.5k | 189.59 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $1.2M | -3% | 8.2k | 144.05 |
|
| Equifax (EFX) | 0.0 | $1.2M | 4.6k | 254.82 |
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| Kenvue (KVUE) | 0.0 | $1.2M | +30% | 55k | 21.35 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.1M | 8.2k | 139.51 |
|
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| CoStar (CSGP) | 0.0 | $1.1M | +281% | 16k | 71.59 |
|
| Goldman Sachs (GS) | 0.0 | $1.1M | -8% | 2.0k | 572.59 |
|
| Amgen (AMGN) | 0.0 | $1.1M | -9% | 4.3k | 260.66 |
|
| Emerson Electric (EMR) | 0.0 | $1.1M | +355% | 9.0k | 123.92 |
|
| FirstEnergy (FE) | 0.0 | $1.1M | +62% | 28k | 39.78 |
|
| CenterPoint Energy (CNP) | 0.0 | $1.1M | +21% | 35k | 31.73 |
|
| Johnson & Johnson (JNJ) | 0.0 | $1.1M | +10% | 7.6k | 144.63 |
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| Fortive (FTV) | 0.0 | $1.1M | 14k | 75.00 |
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| United Rentals (URI) | 0.0 | $1.1M | -19% | 1.5k | 704.55 |
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| Walt Disney Company (DIS) | 0.0 | $1.1M | NEW | 9.6k | 111.34 |
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| Jacobs Engineering Group (J) | 0.0 | $1.1M | 7.9k | 133.63 |
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| Gartner (IT) | 0.0 | $1.0M | -30% | 2.1k | 484.47 |
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| Uber Technologies (UBER) | 0.0 | $1.0M | NEW | 17k | 60.32 |
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| Dell Technologies CL C (DELL) | 0.0 | $995k | -2% | 8.6k | 115.24 |
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| Applied Materials (AMAT) | 0.0 | $994k | -10% | 6.1k | 162.62 |
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| Omni (OMC) | 0.0 | $968k | -6% | 11k | 86.04 |
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| Hldgs (UAL) | 0.0 | $957k | NEW | 9.9k | 97.10 |
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| Paycom Software (PAYC) | 0.0 | $947k | +7% | 4.6k | 204.95 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $938k | NEW | 16k | 60.50 |
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| Chubb (CB) | 0.0 | $913k | -13% | 3.3k | 276.29 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $907k | -10% | 11k | 86.02 |
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| Smurfit Westrock SHS (SW) | 0.0 | $900k | NEW | 17k | 53.86 |
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| Amphenol Corp Cl A (APH) | 0.0 | $861k | 12k | 69.45 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $855k | +8% | 18k | 47.39 |
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| AutoNation (AN) | 0.0 | $847k | +3% | 5.0k | 169.84 |
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| Canadian Natural Resources (CNQ) | 0.0 | $844k | -5% | 27k | 30.87 |
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| Performance Food (PFGC) | 0.0 | $834k | -5% | 9.9k | 84.55 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $809k | +6% | 2.4k | 339.91 |
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| Copart (CPRT) | 0.0 | $808k | +7% | 14k | 57.39 |
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| Booking Holdings (BKNG) | 0.0 | $804k | 162.00 | 4962.87 |
|
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| Microchip Technology (MCHP) | 0.0 | $802k | -21% | 14k | 57.35 |
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| Icon SHS (ICLR) | 0.0 | $801k | -46% | 3.8k | 209.70 |
|
| Deere & Company (DE) | 0.0 | $795k | +3% | 1.9k | 423.63 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $787k | NEW | 12k | 65.52 |
|
| Intercontinental Exchange (ICE) | 0.0 | $776k | +3% | 5.2k | 149.01 |
|
| Verisk Analytics (VRSK) | 0.0 | $774k | -3% | 2.8k | 275.38 |
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| Kinross Gold Corp (KGC) | 0.0 | $759k | 82k | 9.27 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $754k | NEW | 8.2k | 92.45 |
|
| Casey's General Stores (CASY) | 0.0 | $754k | 1.9k | 396.25 |
|
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| Applovin Corp Com Cl A (APP) | 0.0 | $743k | -46% | 2.3k | 323.83 |
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| Avantor (AVTR) | 0.0 | $717k | -38% | 34k | 21.07 |
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| McDonald's Corporation (MCD) | 0.0 | $713k | +7% | 2.5k | 289.89 |
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| Clean Harbors (CLH) | 0.0 | $708k | 3.1k | 230.14 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $704k | +62% | 33k | 21.35 |
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| Schlumberger Com Stk (SLB) | 0.0 | $686k | -46% | 18k | 38.34 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $680k | -5% | 2.4k | 283.91 |
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| Masco Corporation (MAS) | 0.0 | $677k | 9.3k | 72.57 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $656k | +2% | 7.1k | 92.34 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $646k | +3% | 8.4k | 76.81 |
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| Regal-beloit Corporation (RRX) | 0.0 | $642k | 4.1k | 155.13 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $640k | +2% | 1.4k | 464.00 |
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| Marvell Technology (MRVL) | 0.0 | $640k | -27% | 5.8k | 110.46 |
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| Cadence Design Systems (CDNS) | 0.0 | $624k | NEW | 2.1k | 300.46 |
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| Hartford Financial Services (HIG) | 0.0 | $616k | 5.6k | 109.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $616k | 2.8k | 220.93 |
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| Robert Half International (RHI) | 0.0 | $609k | NEW | 8.6k | 70.46 |
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| Builders FirstSource (BLDR) | 0.0 | $597k | -37% | 4.2k | 142.93 |
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| Nextera Energy (NEE) | 0.0 | $595k | NEW | 8.3k | 71.69 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $586k | -4% | 5.2k | 113.60 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $580k | -57% | 17k | 33.45 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $576k | -76% | 1.1k | 520.09 |
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| Expedia Group Com New (EXPE) | 0.0 | $573k | -3% | 3.1k | 186.33 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $566k | -10% | 3.3k | 173.65 |
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| MGM Resorts International. (MGM) | 0.0 | $539k | -5% | 16k | 34.65 |
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| Trimble Navigation (TRMB) | 0.0 | $538k | NEW | 7.6k | 70.66 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $534k | +23% | 3.1k | 169.83 |
|
| Phillips 66 (PSX) | 0.0 | $528k | -28% | 4.6k | 113.93 |
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| Hologic (HOLX) | 0.0 | $524k | +84% | 7.3k | 72.09 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $512k | 3.9k | 130.68 |
|
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| Api Group Corp Com Stk (APG) | 0.0 | $503k | +4% | 14k | 35.97 |
|
| Teck Resources CL B (TECK) | 0.0 | $494k | -46% | 12k | 40.53 |
|
| Merck & Co (MRK) | 0.0 | $480k | NEW | 4.8k | 99.49 |
|
| Chewy Cl A (CHWY) | 0.0 | $464k | 14k | 33.49 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $460k | -87% | 5.1k | 90.42 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $460k | NEW | 9.5k | 48.29 |
|
| Resideo Technologies (REZI) | 0.0 | $440k | 19k | 23.05 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $434k | NEW | 7.1k | 61.34 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $431k | +34% | 9.0k | 47.83 |
|
| Cae (CAE) | 0.0 | $429k | 17k | 25.38 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $416k | +3% | 677.00 | 615.00 |
|
| Crown Holdings (CCK) | 0.0 | $415k | -8% | 5.0k | 82.68 |
|
| Ross Stores (ROST) | 0.0 | $415k | 2.7k | 151.30 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $406k | 3.1k | 129.50 |
|
|
| EQT Corporation (EQT) | 0.0 | $400k | +21% | 8.7k | 46.11 |
|
| Ats (ATS) | 0.0 | $388k | 13k | 30.48 |
|
|
| Cenovus Energy (CVE) | 0.0 | $384k | -67% | 25k | 15.15 |
|
| Dynatrace Com New (DT) | 0.0 | $371k | +25% | 6.8k | 54.35 |
|
| Aspen Technology (AZPN) | 0.0 | $354k | -6% | 1.4k | 249.63 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $345k | NEW | 2.6k | 134.31 |
|
| Eastman Chemical Company (EMN) | 0.0 | $342k | -4% | 3.7k | 91.32 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $330k | -31% | 1.6k | 207.87 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $324k | +2% | 7.9k | 41.02 |
|
| Raymond James Financial (RJF) | 0.0 | $299k | +8% | 1.9k | 155.29 |
|
| Vistra Energy (VST) | 0.0 | $298k | +11% | 2.2k | 137.89 |
|
| Rubrik Cl A (RBRK) | 0.0 | $291k | NEW | 4.5k | 65.36 |
|
| PNC Financial Services (PNC) | 0.0 | $285k | +4% | 1.5k | 192.86 |
|
| Fifth Third Ban (FITB) | 0.0 | $284k | -5% | 6.7k | 42.28 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $277k | -72% | 2.0k | 136.35 |
|
| KBR (KBR) | 0.0 | $274k | NEW | 4.7k | 57.93 |
|
| Nike CL B (NKE) | 0.0 | $273k | -72% | 3.6k | 75.67 |
|
| Ptc (PTC) | 0.0 | $265k | NEW | 1.4k | 183.87 |
|
| Eversource Energy (ES) | 0.0 | $254k | 4.4k | 57.43 |
|
|
| Cigna Corp (CI) | 0.0 | $251k | -76% | 909.00 | 275.99 |
|
| Pepsi (PEP) | 0.0 | $250k | NEW | 1.6k | 152.09 |
|
| National Retail Properties (NNN) | 0.0 | $241k | +24% | 5.9k | 40.85 |
|
| Kkr & Co (KKR) | 0.0 | $236k | 1.6k | 147.87 |
|
|
| International Paper Company (IP) | 0.0 | $233k | NEW | 4.3k | 53.82 |
|
| Humana (HUM) | 0.0 | $231k | NEW | 911.00 | 253.71 |
|
| DTE Energy Company (DTE) | 0.0 | $231k | +3% | 1.9k | 120.78 |
|
| Pinterest Cl A (PINS) | 0.0 | $228k | 7.9k | 29.00 |
|
|
| Medtronic SHS (MDT) | 0.0 | $226k | NEW | 2.8k | 79.88 |
|
| Bio-techne Corporation (TECH) | 0.0 | $226k | 3.1k | 72.03 |
|
|
| Steris Shs Usd (STE) | 0.0 | $208k | -10% | 1.0k | 205.61 |
|
| Coty Com Cl A (COTY) | 0.0 | $119k | -46% | 17k | 6.96 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2024 Q4 filed Feb. 5, 2025
- 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