Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, ABFL, BINC, SPYG, FBND, and represent 29.65% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAVA (+$197M), FBND (+$138M), XLF (+$80M), PWRD (+$78M), JIRE (+$75M), IEMG (+$70M), OEF (+$66M), SPYV (+$55M), STIP (+$52M), FBCG (+$44M).
- Started 21 new stock positions in EG, MEM, MHK, XLF, FERG, NRG, TSLA, IDXX, FDVV, XLV. HEI, DKNG, JIRE, ARE, KO, SBAC, SCHW, APO, JAVA, ASH, IEI.
- Reduced shares in these 10 stocks: FVAL (-$121M), EMXC (-$79M), XLE (-$61M), AGG (-$45M), MBB (-$42M), IXC (-$39M), MTUM (-$36M), SPLV (-$33M), VTI (-$32M), EFG (-$29M).
- Sold out of its positions in AMGN, TECH, CI, Aspen Technology, ES, HUM, IEF, IWD, IWF, IWB. IYE, DGRO, KKR, MGM, MRK, NVO, PSX, PINS, VEA, VTI.
- Dynasty Wealth Management was a net buyer of stock by $366M.
- Dynasty Wealth Management has $6.0B in assets under management (AUM), dropping by 3.54%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 248 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.8 | $467M | 830k | 561.90 |
|
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 7.2 | $430M | -4% | 6.7M | 63.91 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 5.1 | $309M | -7% | 5.9M | 52.38 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.0 | $302M | +6% | 3.8M | 80.37 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.5 | $273M | +103% | 6.0M | 45.65 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 4.4 | $267M | +19% | 6.7M | 39.97 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.4 | $262M | +12% | 5.4M | 48.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.2 | $254M | -8% | 3.4M | 75.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.1 | $246M | -15% | 2.5M | 98.92 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.7 | $224M | +32% | 4.4M | 51.07 |
|
| Tcw Transform Etf Trust Transform System (PWRD) | 3.6 | $214M | +57% | 4.2M | 51.00 |
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| Ishares Core Msci Emkt (IEMG) | 3.5 | $211M | +50% | 3.9M | 53.97 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 3.3 | $197M | NEW | 3.1M | 63.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.1 | $184M | -6% | 1.3M | 140.44 |
|
| Ishares Tr Mbs Etf (MBB) | 2.4 | $143M | -22% | 1.5M | 93.78 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 2.3 | $141M | -12% | 3.9M | 36.29 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.9 | $112M | 1.2M | 93.66 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.6 | $98M | +115% | 946k | 103.47 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $94M | +14% | 1.0M | 91.03 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $91M | 532k | 170.89 |
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| Select Sector Spdr Tr Financial (XLF) | 1.3 | $80M | NEW | 1.6M | 49.81 |
|
| Trimtabs Etf Tr Fcf Intl Qlty Et (ABLG) | 1.3 | $80M | -10% | 2.8M | 28.36 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $80M | +5% | 1.5M | 52.37 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.3 | $75M | NEW | 1.2M | 63.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $73M | +8% | 130k | 559.39 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $71M | +59% | 1.2M | 58.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.2 | $70M | -9% | 1.2M | 58.94 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.2 | $69M | +1757% | 256k | 270.83 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $68M | -9% | 650k | 104.57 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $52M | -36% | 515k | 100.00 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.9 | $52M | +157% | 1.1M | 46.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.8 | $48M | -6% | 934k | 51.55 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $46M | +3% | 412k | 111.09 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $42M | +139% | 528k | 80.09 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.6 | $38M | -38% | 635k | 59.68 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $32M | NEW | 273k | 118.14 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $29M | NEW | 591k | 49.60 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $29M | -12% | 273k | 105.44 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $28M | 269k | 103.75 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.4 | $22M | +246% | 433k | 50.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $21M | +27% | 223k | 92.83 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $20M | +199% | 249k | 78.28 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $14M | +5% | 156k | 90.59 |
|
| Amazon (AMZN) | 0.2 | $12M | +46% | 62k | 190.26 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $11M | -75% | 56k | 202.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $9.7M | -3% | 215k | 45.26 |
|
| Apple (AAPL) | 0.2 | $9.6M | +44% | 43k | 222.13 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $7.8M | +8% | 156k | 50.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $7.8M | +57% | 50k | 154.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.7M | +3% | 35k | 221.75 |
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| Microsoft Corporation (MSFT) | 0.1 | $7.5M | -4% | 20k | 375.40 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $6.2M | 65k | 95.30 |
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| Blackrock Etf Trust Ii High Yld Muni In (SHYM) | 0.1 | $6.0M | +3% | 264k | 22.67 |
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| UnitedHealth (UNH) | 0.1 | $5.6M | 11k | 519.29 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.6M | 10k | 548.10 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $5.6M | +2% | 112k | 49.62 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $5.2M | -9% | 21k | 245.30 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $5.2M | 71k | 73.45 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $5.2M | -86% | 69k | 74.72 |
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| Oracle Corporation (ORCL) | 0.1 | $4.7M | -9% | 34k | 139.81 |
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| Abbott Laboratories (ABT) | 0.1 | $4.6M | 35k | 132.65 |
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| Zoetis Cl A (ZTS) | 0.1 | $4.5M | +17% | 27k | 164.65 |
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| Visa Com Cl A (V) | 0.1 | $4.4M | 13k | 350.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.4M | -14% | 14k | 312.03 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.3M | -7% | 61k | 69.81 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $3.8M | +81% | 123k | 30.84 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $3.6M | +77% | 158k | 22.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $3.5M | 22k | 156.23 |
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| Philip Morris International (PM) | 0.1 | $3.4M | +3% | 21k | 158.73 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $3.2M | -3% | 13k | 244.03 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.2M | +48% | 3.8k | 825.86 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $3.1M | +15% | 66k | 47.09 |
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| Tesla Motors (TSLA) | 0.1 | $3.1M | NEW | 12k | 259.16 |
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| Abbvie (ABBV) | 0.1 | $3.0M | +7% | 15k | 209.52 |
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| Shopify Cl A (SHOP) | 0.0 | $2.9M | 31k | 95.48 |
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| Stryker Corporation (SYK) | 0.0 | $2.8M | 7.5k | 372.27 |
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| Intuit (INTU) | 0.0 | $2.6M | -3% | 4.2k | 614.00 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $2.5M | +3% | 45k | 54.67 |
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| Honeywell International (HON) | 0.0 | $2.4M | 12k | 211.75 |
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| AmerisourceBergen (COR) | 0.0 | $2.4M | +44% | 12k | 198.89 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $2.2M | +301% | 4.4k | 497.59 |
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| Msci (MSCI) | 0.0 | $2.2M | 3.8k | 565.50 |
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| McKesson Corporation (MCK) | 0.0 | $2.1M | +6% | 3.2k | 672.96 |
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| Corpay Com Shs (CPAY) | 0.0 | $2.1M | +3% | 6.1k | 348.72 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.1M | -54% | 20k | 105.60 |
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| SYSCO Corporation (SYY) | 0.0 | $2.1M | +3% | 28k | 75.04 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $2.1M | +2% | 6.3k | 327.14 |
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| AutoZone (AZO) | 0.0 | $2.0M | 536.00 | 3809.22 |
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| Automatic Data Processing (ADP) | 0.0 | $2.0M | -8% | 6.7k | 305.29 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $2.0M | +47% | 24k | 83.61 |
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| Diamondback Energy (FANG) | 0.0 | $2.0M | +40% | 12k | 159.88 |
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| Uber Technologies (UBER) | 0.0 | $2.0M | +62% | 27k | 72.86 |
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| Ishares Tr Investment Grade (IGEB) | 0.0 | $2.0M | +19% | 44k | 45.01 |
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| Discover Financial Services (DFS) | 0.0 | $2.0M | 11k | 170.69 |
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| Home Depot (HD) | 0.0 | $2.0M | +2% | 5.3k | 366.51 |
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| PPL Corporation (PPL) | 0.0 | $1.9M | +5% | 52k | 36.11 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.9M | +19% | 4.9k | 383.53 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $1.9M | 16k | 119.46 |
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| American Express Company (AXP) | 0.0 | $1.9M | 6.9k | 269.05 |
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| CRH Ord (CRH) | 0.0 | $1.8M | 20k | 87.97 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.8M | 25k | 71.79 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $1.8M | 27k | 65.46 |
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| Netflix (NFLX) | 0.0 | $1.8M | -44% | 1.9k | 932.53 |
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| Workday Cl A (WDAY) | 0.0 | $1.7M | 7.5k | 233.53 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.7M | 15k | 116.67 |
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| Aon Shs Cl A (AON) | 0.0 | $1.7M | +4% | 4.2k | 399.05 |
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| Fidelity National Information Services (FIS) | 0.0 | $1.7M | +2% | 23k | 74.68 |
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| ConocoPhillips (COP) | 0.0 | $1.7M | +12% | 16k | 105.02 |
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| Schlumberger Com Stk (SLB) | 0.0 | $1.7M | +121% | 40k | 41.80 |
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| Norfolk Southern (NSC) | 0.0 | $1.6M | +4% | 6.8k | 236.84 |
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| Broadridge Financial Solutions (BR) | 0.0 | $1.6M | -2% | 6.6k | 242.44 |
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| Blue Owl Capital Com Cl A (OWL) | 0.0 | $1.5M | 77k | 20.04 |
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| Metropcs Communications (TMUS) | 0.0 | $1.5M | 5.8k | 266.73 |
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| Coca-Cola Company (KO) | 0.0 | $1.5M | NEW | 21k | 71.62 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.5M | +3% | 101k | 15.01 |
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| Servicenow (NOW) | 0.0 | $1.5M | -39% | 1.9k | 796.14 |
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| Waste Management (WM) | 0.0 | $1.5M | 6.5k | 231.50 |
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| Kenvue (KVUE) | 0.0 | $1.5M | +14% | 63k | 23.98 |
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| Pepsi (PEP) | 0.0 | $1.5M | +504% | 9.9k | 149.94 |
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| Kla Corp Com New (KLAC) | 0.0 | $1.4M | -3% | 2.1k | 679.82 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.4M | 7.8k | 179.70 |
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| Micron Technology (MU) | 0.0 | $1.4M | -2% | 16k | 86.89 |
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| General Dynamics Corporation (GD) | 0.0 | $1.3M | +2% | 4.9k | 272.59 |
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| CenterPoint Energy (CNP) | 0.0 | $1.3M | +5% | 37k | 36.23 |
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| Keysight Technologies (KEYS) | 0.0 | $1.3M | 8.8k | 149.77 |
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| Procter & Gamble Company (PG) | 0.0 | $1.3M | 7.7k | 170.42 |
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| FirstEnergy (FE) | 0.0 | $1.3M | +12% | 32k | 40.42 |
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| Kinross Gold Corp (KGC) | 0.0 | $1.3M | +23% | 101k | 12.61 |
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| CoStar (CSGP) | 0.0 | $1.3M | 16k | 79.23 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | +3% | 8.5k | 145.68 |
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| Flex Ord (FLEX) | 0.0 | $1.2M | 37k | 33.08 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.2M | -81% | 20k | 58.69 |
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| Johnson & Johnson (JNJ) | 0.0 | $1.2M | -6% | 7.1k | 165.85 |
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| Equifax (EFX) | 0.0 | $1.2M | +2% | 4.7k | 243.55 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.1M | +27% | 15k | 73.50 |
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| Fortive (FTV) | 0.0 | $1.1M | 15k | 73.18 |
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| Goldman Sachs (GS) | 0.0 | $1.1M | 1.9k | 546.21 |
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| Walt Disney Company (DIS) | 0.0 | $1.1M | +10% | 11k | 98.70 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.0M | -98% | 19k | 55.09 |
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| Paycom Software (PAYC) | 0.0 | $1.0M | 4.7k | 218.46 |
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| Emerson Electric (EMR) | 0.0 | $1.0M | +2% | 9.2k | 109.64 |
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| Applied Materials (AMAT) | 0.0 | $1.0M | +13% | 6.9k | 145.13 |
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| Jacobs Engineering Group (J) | 0.0 | $986k | +3% | 8.2k | 120.88 |
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| Omni (OMC) | 0.0 | $967k | +3% | 12k | 82.91 |
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| Wabtec Corporation (WAB) | 0.0 | $961k | -18% | 5.3k | 181.36 |
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| United Rentals (URI) | 0.0 | $942k | -2% | 1.5k | 626.56 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $927k | -98% | 9.9k | 93.45 |
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| Dell Technologies CL C (DELL) | 0.0 | $924k | +17% | 10k | 91.15 |
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| Leidos Holdings (LDOS) | 0.0 | $910k | -17% | 6.7k | 134.94 |
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| Canadian Natural Resources (CNQ) | 0.0 | $897k | +6% | 29k | 30.80 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $895k | +4% | 19k | 47.60 |
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| Cenovus Energy (CVE) | 0.0 | $885k | +151% | 64k | 13.91 |
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| Gartner (IT) | 0.0 | $876k | -2% | 2.1k | 419.74 |
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| Chubb (CB) | 0.0 | $871k | -12% | 2.9k | 302.03 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $867k | -95% | 11k | 81.73 |
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| AutoNation (AN) | 0.0 | $860k | +6% | 5.3k | 161.92 |
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| Nike CL B (NKE) | 0.0 | $853k | +272% | 13k | 63.48 |
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| Sherwin-Williams Company (SHW) | 0.0 | $844k | 2.4k | 349.12 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $837k | 2.4k | 345.28 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $835k | NEW | 11k | 78.28 |
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| Intercontinental Exchange (ICE) | 0.0 | $833k | -7% | 4.8k | 172.48 |
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| Casey's General Stores (CASY) | 0.0 | $818k | 1.9k | 434.10 |
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| Teck Resources CL B (TECK) | 0.0 | $818k | +83% | 22k | 36.43 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $818k | -54% | 9.6k | 85.07 |
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| Copart (CPRT) | 0.0 | $815k | +2% | 14k | 56.59 |
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| Performance Food (PFGC) | 0.0 | $782k | 9.9k | 78.63 |
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| Smurfit Westrock SHS (SW) | 0.0 | $773k | +2% | 17k | 45.06 |
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| Amphenol Corp Cl A (APH) | 0.0 | $772k | -12% | 11k | 71.00 |
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| McDonald's Corporation (MCD) | 0.0 | $766k | 2.5k | 312.31 |
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| Nextera Energy (NEE) | 0.0 | $764k | +29% | 11k | 70.89 |
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| Verisk Analytics (VRSK) | 0.0 | $744k | -10% | 2.5k | 297.61 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $741k | 8.5k | 87.03 |
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| Booking Holdings (BKNG) | 0.0 | $737k | 160.00 | 4606.48 |
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| Lennar Corp Cl A (LEN) | 0.0 | $733k | +214% | 6.4k | 114.78 |
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| Hartford Financial Services (HIG) | 0.0 | $723k | +3% | 5.8k | 123.73 |
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| Hldgs (UAL) | 0.0 | $720k | +5% | 10k | 69.05 |
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| Deere & Company (DE) | 0.0 | $720k | -18% | 1.5k | 469.21 |
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| Microchip Technology (MCHP) | 0.0 | $707k | +4% | 15k | 48.41 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $704k | +8% | 17k | 42.00 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $693k | 1.4k | 497.57 |
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| Apollo Global Mgmt (APO) | 0.0 | $692k | NEW | 5.1k | 136.94 |
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| Hologic (HOLX) | 0.0 | $682k | +51% | 11k | 61.77 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $675k | 7.0k | 96.17 |
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| Icon SHS (ICLR) | 0.0 | $659k | 3.8k | 174.98 |
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| Masco Corporation (MAS) | 0.0 | $648k | 9.3k | 69.54 |
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| Clean Harbors (CLH) | 0.0 | $634k | +4% | 3.2k | 197.10 |
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| Builders FirstSource (BLDR) | 0.0 | $604k | +15% | 4.8k | 124.94 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $593k | +23% | 21k | 27.80 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $593k | +117664% | 2.7M | 0.22 |
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| Avantor (AVTR) | 0.0 | $578k | +4% | 36k | 16.21 |
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| Trimble Navigation (TRMB) | 0.0 | $556k | +11% | 8.5k | 65.65 |
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| Robert Half International (RHI) | 0.0 | $535k | +13% | 9.8k | 54.55 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $532k | 3.3k | 161.48 |
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| Cadence Design Systems (CDNS) | 0.0 | $527k | 2.1k | 254.33 |
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| Allegion Ord Shs (ALLE) | 0.0 | $526k | +2% | 4.0k | 130.46 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $523k | +2% | 34k | 15.43 |
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| Api Group Corp Com Stk (APG) | 0.0 | $518k | +3% | 15k | 35.76 |
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| KBR (KBR) | 0.0 | $513k | +118% | 10k | 49.81 |
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| Expedia Group Com New (EXPE) | 0.0 | $497k | -3% | 3.0k | 168.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $489k | -12% | 2.4k | 199.51 |
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| Regal-beloit Corporation (RRX) | 0.0 | $486k | +3% | 4.3k | 113.85 |
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| EQT Corporation (EQT) | 0.0 | $483k | +4% | 9.0k | 53.43 |
|
| Chewy Cl A (CHWY) | 0.0 | $472k | +4% | 15k | 32.51 |
|
| Crown Holdings (CCK) | 0.0 | $453k | 5.1k | 89.26 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $447k | -7% | 2.9k | 154.16 |
|
| Cae (CAE) | 0.0 | $443k | +6% | 18k | 24.59 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $442k | NEW | 4.8k | 92.52 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $432k | -5% | 9.0k | 47.81 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $410k | +35% | 2.2k | 190.09 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $409k | +2% | 691.00 | 591.87 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $393k | +3% | 9.3k | 42.22 |
|
| Live Nation Entertainment (LYV) | 0.0 | $358k | -12% | 2.7k | 130.58 |
|
| Eastman Chemical Company (EMN) | 0.0 | $355k | +7% | 4.0k | 88.10 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $351k | 8.0k | 43.95 |
|
|
| Marvell Technology (MRVL) | 0.0 | $349k | 5.7k | 61.56 |
|
|
| Resideo Technologies (REZI) | 0.0 | $347k | +2% | 20k | 17.70 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $340k | -99% | 8.1k | 42.07 |
|
| Dynatrace Com New (DT) | 0.0 | $330k | +2% | 7.0k | 47.15 |
|
| Ross Stores (ROST) | 0.0 | $328k | -6% | 2.6k | 127.81 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $325k | -30% | 3.5k | 92.48 |
|
| Ats (ATS) | 0.0 | $322k | 13k | 24.93 |
|
|
| DTE Energy Company (DTE) | 0.0 | $319k | +84% | 3.5k | 90.35 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $315k | -15% | 4.4k | 72.20 |
|
| Medtronic SHS (MDT) | 0.0 | $313k | +23% | 3.5k | 89.86 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $304k | -98% | 12k | 26.35 |
|
| Nrg Energy Com New (NRG) | 0.0 | $293k | NEW | 3.1k | 95.46 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $290k | -99% | 4.9k | 59.59 |
|
| Raymond James Financial (RJF) | 0.0 | $280k | +4% | 2.0k | 138.89 |
|
| International Paper Company (IP) | 0.0 | $279k | +20% | 5.2k | 53.35 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $276k | NEW | 1.7k | 160.26 |
|
| PNC Financial Services (PNC) | 0.0 | $272k | +6% | 1.6k | 171.90 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $271k | NEW | 5.4k | 49.81 |
|
| National Retail Properties (NNN) | 0.0 | $268k | +6% | 6.3k | 42.65 |
|
| Vistra Energy (VST) | 0.0 | $266k | +4% | 2.3k | 117.45 |
|
| Steris Shs Usd (STE) | 0.0 | $266k | +15% | 1.2k | 226.73 |
|
| Fifth Third Ban (FITB) | 0.0 | $265k | 6.7k | 39.20 |
|
|
| Rubrik Cl A (RBRK) | 0.0 | $264k | -2% | 4.3k | 60.98 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $259k | NEW | 1.2k | 220.04 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $246k | -11% | 2.3k | 108.40 |
|
| Ashland (ASH) | 0.0 | $245k | NEW | 4.1k | 59.29 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $242k | NEW | 7.3k | 33.21 |
|
| Coty Com Cl A (COTY) | 0.0 | $240k | +156% | 44k | 5.47 |
|
| Mohawk Industries (MHK) | 0.0 | $239k | NEW | 2.1k | 114.18 |
|
| Ptc (PTC) | 0.0 | $236k | +5% | 1.5k | 154.95 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $234k | NEW | 558.00 | 420.09 |
|
| HEICO Corporation (HEI) | 0.0 | $209k | NEW | 781.00 | 267.19 |
|
| Everest Re Group (EG) | 0.0 | $205k | NEW | 564.00 | 363.12 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.0 | $50k | NEW | 5.6M | 0.01 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2025 Q1 filed May 2, 2025
- 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