Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYG, TTAC, IEFA, AGG, and represent 37.78% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$274M), SPYG (+$263M), TTAC (+$226M), IEFA (+$213M), AGG (+$209M), BINC (+$164M), MBB (+$158M), SPYV (+$153M), HEFA (+$149M), IYW (+$119M).
- Started 249 new stock positions in PNC, ATS, MUNI, AMZN, REZI, PFGC, EFV, WFC, RRX, EMXC.
- Reduced shares in these 1 stock: .
- Sold out of its position in LYB.
- Dynasty Wealth Management was a net buyer of stock by $3.1B.
- Dynasty Wealth Management has $3.1B in assets under management (AUM), dropping by 412515.12%.
- Central Index Key (CIK): 0001727599
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Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 251 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $274M | NEW | 521k | 525.73 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.4 | $263M | NEW | 3.6M | 73.15 |
|
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 7.2 | $226M | NEW | 3.7M | 60.74 |
|
Ishares Tr Core Msci Eafe (IEFA) | 6.8 | $213M | NEW | 2.9M | 74.22 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 6.7 | $209M | NEW | 2.1M | 97.94 |
|
Blackrock Etf Trust Ii Flexible Income (BINC) | 5.2 | $164M | NEW | 3.1M | 52.46 |
|
Ishares Tr Mbs Etf (MBB) | 5.0 | $158M | NEW | 1.7M | 92.42 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.9 | $153M | NEW | 3.1M | 50.10 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 4.7 | $149M | NEW | 4.3M | 34.88 |
|
Ishares Tr U.s. Tech Etf (IYW) | 3.8 | $119M | NEW | 883k | 135.06 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.7 | $116M | NEW | 2.3M | 51.28 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 2.6 | $83M | NEW | 994k | 83.58 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $62M | NEW | 119k | 523.07 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $54M | NEW | 363k | 147.73 |
|
Tcw Transform Etf Trust Transform System (NETZ) | 1.7 | $53M | NEW | 775k | 68.42 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $53M | NEW | 480k | 110.52 |
|
Ishares Core Msci Emkt (IEMG) | 1.6 | $50M | NEW | 966k | 51.60 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 1.5 | $47M | NEW | 489k | 95.20 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $44M | NEW | 469k | 94.62 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.4 | $44M | NEW | 445k | 99.43 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $39M | NEW | 235k | 164.35 |
|
Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) | 1.1 | $34M | NEW | 1.1M | 29.92 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.1 | $33M | NEW | 506k | 65.87 |
|
Ishares Msci Emrg Chn (EMXC) | 1.0 | $32M | NEW | 551k | 57.57 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $28M | +6633% | 107k | 259.90 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $27M | NEW | 457k | 58.07 |
|
Ishares Gold Tr Ishares New (IAU) | 0.8 | $24M | NEW | 572k | 42.01 |
|
Ishares Tr National Mun Etf (MUB) | 0.6 | $19M | NEW | 180k | 107.60 |
|
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $19M | NEW | 355k | 52.47 |
|
Amazon (AMZN) | 0.5 | $15M | NEW | 84k | 180.38 |
|
I Shares U S Etf Tr Blackrock Short (MEAR) | 0.4 | $12M | NEW | 240k | 50.12 |
|
Microsoft Corporation (MSFT) | 0.3 | $11M | NEW | 25k | 420.72 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.7M | NEW | 64k | 150.93 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $8.8M | NEW | 210k | 41.77 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $8.4M | +2857% | 167k | 50.17 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $7.0M | NEW | 31k | 228.59 |
|
Ishares Tr Core Total Usd (IUSB) | 0.2 | $7.0M | NEW | 153k | 45.59 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $6.3M | NEW | 82k | 76.67 |
|
Apple (AAPL) | 0.2 | $6.1M | NEW | 36k | 171.48 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.7M | NEW | 17k | 346.62 |
|
UnitedHealth (UNH) | 0.2 | $5.7M | NEW | 12k | 494.69 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $5.3M | NEW | 73k | 72.63 |
|
Mastercard Incorporated Cl A (MA) | 0.2 | $5.2M | NEW | 11k | 481.55 |
|
Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.2 | $4.9M | NEW | 220k | 22.45 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.5M | NEW | 30k | 152.26 |
|
Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $4.5M | NEW | 174k | 25.76 |
|
JPMorgan Chase & Co. (JPM) | 0.1 | $4.5M | NEW | 22k | 200.30 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.4M | NEW | 42k | 103.79 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.3M | NEW | 84k | 50.60 |
|
First Tr Exchange-traded Rising Divd Achiv (RDVY) | 0.1 | $4.1M | NEW | 74k | 56.17 |
|
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $4.1M | NEW | 33k | 123.90 |
|
Abbott Laboratories (ABT) | 0.1 | $3.9M | NEW | 35k | 113.66 |
|
Netflix (NFLX) | 0.1 | $3.7M | NEW | 6.1k | 607.33 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.6M | NEW | 8.7k | 420.52 |
|
salesforce (CRM) | 0.1 | $3.4M | NEW | 11k | 301.18 |
|
Visa Com Cl A (V) | 0.1 | $3.4M | NEW | 12k | 279.07 |
|
Nike CL B (NKE) | 0.1 | $3.3M | NEW | 35k | 93.98 |
|
Servicenow (NOW) | 0.1 | $3.2M | NEW | 4.2k | 762.40 |
|
Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $3.1M | NEW | 66k | 47.62 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.0M | NEW | 11k | 288.02 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $3.0M | NEW | 5.2k | 581.17 |
|
Stryker Corporation (SYK) | 0.1 | $2.9M | NEW | 8.2k | 357.85 |
|
Zoetis Cl A (ZTS) | 0.1 | $2.9M | NEW | 17k | 169.21 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.9M | NEW | 53k | 54.40 |
|
Intuit (INTU) | 0.1 | $2.7M | NEW | 4.2k | 649.92 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $2.7M | NEW | 17k | 164.96 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $2.6M | NEW | 12k | 205.97 |
|
Icon SHS (ICLR) | 0.1 | $2.3M | NEW | 6.9k | 335.95 |
|
Tesla Motors (TSLA) | 0.1 | $2.3M | NEW | 13k | 175.79 |
|
Pepsi (PEP) | 0.1 | $2.3M | NEW | 13k | 175.01 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.2M | NEW | 9.0k | 247.42 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $2.1M | NEW | 4.2k | 504.60 |
|
Morgan Stanley Com New (MS) | 0.1 | $1.9M | NEW | 21k | 94.16 |
|
Oracle Corporation (ORCL) | 0.1 | $1.8M | NEW | 15k | 125.61 |
|
Autodesk (ADSK) | 0.1 | $1.8M | NEW | 7.1k | 260.42 |
|
Automatic Data Processing (ADP) | 0.1 | $1.8M | NEW | 7.1k | 249.75 |
|
Wells Fargo & Company (WFC) | 0.1 | $1.7M | NEW | 29k | 57.96 |
|
Starbucks Corporation (SBUX) | 0.1 | $1.6M | NEW | 18k | 91.39 |
|
Micron Technology (MU) | 0.1 | $1.6M | NEW | 14k | 117.89 |
|
AutoZone (AZO) | 0.1 | $1.6M | NEW | 507.00 | 3148.54 |
|
Philip Morris International (PM) | 0.0 | $1.6M | NEW | 17k | 91.62 |
|
Kla Corp Com New (KLAC) | 0.0 | $1.6M | NEW | 2.2k | 698.72 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $1.5M | NEW | 7.7k | 201.49 |
|
Equifax (EFX) | 0.0 | $1.5M | NEW | 5.8k | 267.52 |
|
Wal-Mart Stores (WMT) | 0.0 | $1.5M | NEW | 26k | 60.17 |
|
Sanofi Sponsored Adr (SNY) | 0.0 | $1.5M | NEW | 31k | 48.60 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $1.5M | NEW | 8.6k | 174.22 |
|
American Express Company (AXP) | 0.0 | $1.5M | NEW | 6.6k | 227.69 |
|
Dell Technologies CL C (DELL) | 0.0 | $1.5M | NEW | 13k | 114.11 |
|
Avantor (AVTR) | 0.0 | $1.5M | NEW | 57k | 25.57 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | NEW | 11k | 128.40 |
|
Home Depot (HD) | 0.0 | $1.4M | NEW | 3.7k | 383.55 |
|
Gartner (IT) | 0.0 | $1.4M | NEW | 3.0k | 476.67 |
|
General Dynamics Corporation (GD) | 0.0 | $1.4M | NEW | 5.0k | 282.50 |
|
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $1.4M | NEW | 30k | 47.44 |
|
Cenovus Energy (CVE) | 0.0 | $1.4M | NEW | 69k | 19.99 |
|
United Rentals (URI) | 0.0 | $1.4M | NEW | 1.9k | 721.12 |
|
CRH Ord (CRH) | 0.0 | $1.3M | NEW | 16k | 86.26 |
|
Procter & Gamble Company (PG) | 0.0 | $1.3M | NEW | 8.2k | 162.25 |
|
Amphenol Corp Cl A (APH) | 0.0 | $1.3M | NEW | 11k | 115.35 |
|
Waste Management (WM) | 0.0 | $1.3M | NEW | 6.1k | 213.17 |
|
AmerisourceBergen (COR) | 0.0 | $1.3M | NEW | 5.3k | 243.00 |
|
Applied Materials (AMAT) | 0.0 | $1.3M | NEW | 6.3k | 206.22 |
|
ConocoPhillips (COP) | 0.0 | $1.3M | NEW | 10k | 127.28 |
|
Bristol Myers Squibb (BMY) | 0.0 | $1.3M | NEW | 23k | 54.23 |
|
Phillips 66 (PSX) | 0.0 | $1.3M | NEW | 7.7k | 163.34 |
|
Broadridge Financial Solutions (BR) | 0.0 | $1.3M | NEW | 6.1k | 204.87 |
|
Schlumberger Com Stk (SLB) | 0.0 | $1.2M | NEW | 23k | 54.81 |
|
Workday Cl A (WDAY) | 0.0 | $1.2M | NEW | 4.6k | 272.75 |
|
Metropcs Communications (TMUS) | 0.0 | $1.2M | NEW | 7.5k | 163.23 |
|
Amgen (AMGN) | 0.0 | $1.2M | NEW | 4.3k | 284.34 |
|
Johnson & Johnson (JNJ) | 0.0 | $1.2M | NEW | 7.7k | 158.19 |
|
Cigna Corp (CI) | 0.0 | $1.2M | NEW | 3.3k | 363.19 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.2M | NEW | 8.6k | 136.05 |
|
Global Payments (GPN) | 0.0 | $1.2M | NEW | 8.7k | 133.66 |
|
Us Foods Hldg Corp call (USFD) | 0.0 | $1.1M | NEW | 21k | 53.97 |
|
Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $1.1M | NEW | 24k | 46.50 |
|
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.1M | NEW | 11k | 105.03 |
|
McKesson Corporation (MCK) | 0.0 | $1.1M | NEW | 2.0k | 536.78 |
|
Advanced Micro Devices (AMD) | 0.0 | $1.1M | NEW | 6.0k | 180.49 |
|
Sap Se Spon Adr (SAP) | 0.0 | $1.1M | NEW | 5.5k | 195.03 |
|
Canadian Natural Resources (CNQ) | 0.0 | $1.1M | NEW | 14k | 76.32 |
|
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.1M | NEW | 5.7k | 187.35 |
|
Goldman Sachs (GS) | 0.0 | $1.1M | NEW | 2.5k | 417.65 |
|
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $1.1M | NEW | 8.1k | 130.27 |
|
Howmet Aerospace (HWM) | 0.0 | $1.1M | NEW | 15k | 68.43 |
|
Discover Financial Services (DFS) | 0.0 | $1.0M | NEW | 7.9k | 131.09 |
|
Microchip Technology (MCHP) | 0.0 | $1.0M | NEW | 12k | 89.71 |
|
Eaton Corp SHS (ETN) | 0.0 | $1.0M | NEW | 3.2k | 312.69 |
|
Corpay Com Shs (CPAY) | 0.0 | $982k | NEW | 3.2k | 308.54 |
|
Chubb (CB) | 0.0 | $966k | NEW | 3.7k | 259.11 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $963k | NEW | 69k | 13.95 |
|
Omni (OMC) | 0.0 | $961k | NEW | 9.9k | 96.76 |
|
Manulife Finl Corp (MFC) | 0.0 | $946k | NEW | 38k | 24.99 |
|
Centene Corporation (CNC) | 0.0 | $922k | NEW | 12k | 78.48 |
|
Kenvue (KVUE) | 0.0 | $914k | NEW | 43k | 21.46 |
|
Jacobs Engineering Group (J) | 0.0 | $912k | NEW | 5.9k | 153.72 |
|
Diamondback Energy (FANG) | 0.0 | $862k | NEW | 4.4k | 198.15 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $847k | NEW | 12k | 72.34 |
|
Norfolk Southern (NSC) | 0.0 | $841k | NEW | 3.3k | 254.87 |
|
Wabtec Corporation (WAB) | 0.0 | $841k | NEW | 5.8k | 145.69 |
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $829k | NEW | 70k | 11.84 |
|
Fortive (FTV) | 0.0 | $810k | NEW | 9.4k | 86.02 |
|
Leidos Holdings (LDOS) | 0.0 | $793k | NEW | 6.0k | 131.09 |
|
BP Sponsored Adr (BP) | 0.0 | $777k | NEW | 21k | 37.68 |
|
Ishares Tr Global Energ Etf (IXC) | 0.0 | $763k | NEW | 18k | 42.95 |
|
Lam Research Corporation (LRCX) | 0.0 | $740k | NEW | 762.00 | 971.61 |
|
Masco Corporation (MAS) | 0.0 | $740k | NEW | 9.4k | 78.88 |
|
Verisk Analytics (VRSK) | 0.0 | $738k | NEW | 3.1k | 235.73 |
|
Booking Holdings (BKNG) | 0.0 | $737k | NEW | 203.00 | 3632.55 |
|
Ball Corporation (BALL) | 0.0 | $737k | NEW | 11k | 67.36 |
|
Sony Group Corp Sponsored Adr (SONY) | 0.0 | $727k | NEW | 8.5k | 85.74 |
|
Performance Food (PFGC) | 0.0 | $722k | NEW | 9.7k | 74.64 |
|
Bhp Group Sponsored Ads (BHP) | 0.0 | $720k | NEW | 13k | 57.69 |
|
Regal-beloit Corporation (RRX) | 0.0 | $700k | NEW | 3.9k | 180.09 |
|
Eli Lilly & Co. (LLY) | 0.0 | $698k | NEW | 897.00 | 777.93 |
|
Haleon Spon Ads (HLN) | 0.0 | $692k | NEW | 82k | 8.49 |
|
Intercontinental Exchange (ICE) | 0.0 | $692k | NEW | 5.0k | 137.44 |
|
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $680k | NEW | 9.3k | 73.29 |
|
Arch Cap Group Ord (ACGL) | 0.0 | $675k | NEW | 7.3k | 92.44 |
|
WESCO International (WCC) | 0.0 | $665k | NEW | 3.9k | 171.30 |
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $656k | NEW | 14k | 47.44 |
|
Hartford Financial Services (HIG) | 0.0 | $643k | NEW | 6.2k | 103.05 |
|
Shell Spon Ads (SHEL) | 0.0 | $640k | NEW | 9.5k | 67.04 |
|
MGM Resorts International. (MGM) | 0.0 | $638k | NEW | 14k | 47.21 |
|
Vertiv Holdings Com Cl A (VRT) | 0.0 | $637k | NEW | 7.8k | 81.67 |
|
Keurig Dr Pepper (KDP) | 0.0 | $636k | NEW | 21k | 30.67 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $630k | NEW | 7.0k | 89.67 |
|
Linde SHS (LIN) | 0.0 | $624k | NEW | 1.3k | 464.28 |
|
FirstEnergy (FE) | 0.0 | $617k | NEW | 16k | 38.62 |
|
Casey's General Stores (CASY) | 0.0 | $609k | NEW | 1.9k | 318.51 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $604k | NEW | 2.9k | 210.28 |
|
Deere & Company (DE) | 0.0 | $588k | NEW | 1.4k | 410.69 |
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $588k | NEW | 2.4k | 250.03 |
|
Qualcomm (QCOM) | 0.0 | $584k | NEW | 3.4k | 169.28 |
|
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $579k | NEW | 8.3k | 69.95 |
|
Align Technology (ALGN) | 0.0 | $578k | NEW | 1.8k | 327.92 |
|
Ashland (ASH) | 0.0 | $569k | NEW | 5.8k | 97.37 |
|
Smucker J M Com New (SJM) | 0.0 | $565k | NEW | 4.5k | 125.87 |
|
Moody's Corporation (MCO) | 0.0 | $565k | NEW | 1.4k | 392.92 |
|
Rio Tinto Sponsored Adr (RIO) | 0.0 | $552k | NEW | 8.7k | 63.74 |
|
Allegion Ord Shs (ALLE) | 0.0 | $548k | NEW | 4.1k | 134.71 |
|
Aon Shs Cl A (AON) | 0.0 | $546k | NEW | 1.6k | 333.79 |
|
Keysight Technologies (KEYS) | 0.0 | $542k | NEW | 3.5k | 156.38 |
|
Marvell Technology (MRVL) | 0.0 | $528k | NEW | 7.4k | 70.88 |
|
Dupont De Nemours (DD) | 0.0 | $518k | NEW | 6.8k | 76.68 |
|
Icici Bank Adr (IBN) | 0.0 | $516k | NEW | 20k | 26.41 |
|
Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $499k | NEW | 5.4k | 91.86 |
|
Houlihan Lokey Cl A (HLI) | 0.0 | $496k | NEW | 3.9k | 128.19 |
|
Alcon Ord Shs (ALC) | 0.0 | $482k | NEW | 5.8k | 83.29 |
|
Api Group Corp Com Stk (APG) | 0.0 | $481k | NEW | 12k | 39.27 |
|
McDonald's Corporation (MCD) | 0.0 | $473k | NEW | 1.7k | 281.95 |
|
Teledyne Technologies Incorporated (TDY) | 0.0 | $466k | NEW | 1.1k | 429.16 |
|
AutoNation (AN) | 0.0 | $453k | NEW | 2.7k | 165.58 |
|
Teck Resources CL B (TECK) | 0.0 | $443k | NEW | 9.7k | 45.78 |
|
Dover Corporation (DOV) | 0.0 | $440k | NEW | 2.5k | 177.20 |
|
CenterPoint Energy (CNP) | 0.0 | $432k | NEW | 15k | 28.49 |
|
Ross Stores (ROST) | 0.0 | $427k | NEW | 2.9k | 146.76 |
|
Coty Com Cl A (COTY) | 0.0 | $423k | NEW | 35k | 11.96 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $421k | NEW | 806.00 | 522.88 |
|
Alexandria Real Estate Equities (ARE) | 0.0 | $407k | NEW | 3.2k | 128.89 |
|
Nice Sponsored Adr (NICE) | 0.0 | $407k | NEW | 1.6k | 260.62 |
|
Genmab A/s Sponsored Ads (GMAB) | 0.0 | $403k | NEW | 14k | 29.91 |
|
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $397k | NEW | 7.1k | 55.97 |
|
Biontech Se Sponsored Ads (BNTX) | 0.0 | $391k | NEW | 4.2k | 92.25 |
|
Nxp Semiconductors N V (NXPI) | 0.0 | $384k | NEW | 1.6k | 247.73 |
|
Credicorp (BAP) | 0.0 | $384k | NEW | 2.3k | 169.43 |
|
Canadian Natl Ry (CNI) | 0.0 | $375k | NEW | 2.8k | 131.73 |
|
Clean Harbors (CLH) | 0.0 | $365k | NEW | 1.8k | 201.31 |
|
Expedia Group Com New (EXPE) | 0.0 | $362k | NEW | 2.6k | 137.75 |
|
Aptiv SHS (APTV) | 0.0 | $359k | NEW | 4.5k | 79.65 |
|
Builders FirstSource (BLDR) | 0.0 | $357k | NEW | 1.7k | 208.55 |
|
LKQ Corporation (LKQ) | 0.0 | $346k | NEW | 6.5k | 53.41 |
|
Live Nation Entertainment (LYV) | 0.0 | $341k | NEW | 3.2k | 105.77 |
|
Endeavor Group Hldgs Cl A Com (EDR) | 0.0 | $338k | NEW | 13k | 25.73 |
|
Ats (ATS) | 0.0 | $337k | NEW | 10k | 33.72 |
|
Flex Ord (FLEX) | 0.0 | $335k | NEW | 12k | 28.61 |
|
Resideo Technologies (REZI) | 0.0 | $330k | NEW | 15k | 22.42 |
|
CoStar (CSGP) | 0.0 | $327k | NEW | 3.4k | 96.60 |
|
Olin Corp Com Par $1 (OLN) | 0.0 | $326k | NEW | 5.6k | 58.81 |
|
Aspen Technology (AZPN) | 0.0 | $323k | NEW | 1.5k | 213.28 |
|
Nov (NOV) | 0.0 | $320k | NEW | 16k | 19.52 |
|
Peabody Energy (BTU) | 0.0 | $316k | NEW | 13k | 24.26 |
|
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $314k | NEW | 6.3k | 49.90 |
|
P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $306k | NEW | 14k | 22.26 |
|
Fidelity National Information Services (FIS) | 0.0 | $304k | NEW | 4.1k | 74.17 |
|
Us Bancorp Del Com New (USB) | 0.0 | $292k | NEW | 6.5k | 44.70 |
|
Blue Owl Capital Com Cl A (OWL) | 0.0 | $286k | NEW | 15k | 18.86 |
|
Crown Holdings (CCK) | 0.0 | $283k | NEW | 3.6k | 79.26 |
|
Sun Communities (SUI) | 0.0 | $282k | NEW | 2.2k | 128.56 |
|
Ambev Sa Sponsored Adr (ABEV) | 0.0 | $274k | NEW | 111k | 2.48 |
|
Fifth Third Ban (FITB) | 0.0 | $265k | NEW | 7.1k | 37.21 |
|
Atkore Intl (ATKR) | 0.0 | $261k | NEW | 1.4k | 190.30 |
|
MercadoLibre (MELI) | 0.0 | $259k | NEW | 171.00 | 1511.96 |
|
Eversource Energy (ES) | 0.0 | $247k | NEW | 4.1k | 59.77 |
|
XP Cl A (XP) | 0.0 | $244k | NEW | 9.5k | 25.66 |
|
Pinterest Cl A (PINS) | 0.0 | $243k | NEW | 7.0k | 34.67 |
|
Etsy (ETSY) | 0.0 | $236k | NEW | 3.4k | 68.72 |
|
Cae (CAE) | 0.0 | $235k | NEW | 11k | 20.64 |
|
Baker Hughes Company Cl A (BKR) | 0.0 | $235k | NEW | 7.0k | 33.50 |
|
Take-Two Interactive Software (TTWO) | 0.0 | $234k | NEW | 1.6k | 148.49 |
|
Five Below (FIVE) | 0.0 | $228k | NEW | 1.3k | 181.38 |
|
Workiva Com Cl A (WK) | 0.0 | $226k | NEW | 2.7k | 84.80 |
|
PNC Financial Services (PNC) | 0.0 | $225k | NEW | 1.4k | 161.62 |
|
Bentley Sys Com Cl B (BSY) | 0.0 | $218k | NEW | 4.2k | 52.22 |
|
Lpl Financial Holdings (LPLA) | 0.0 | $217k | NEW | 822.00 | 264.07 |
|
IDEXX Laboratories (IDXX) | 0.0 | $214k | NEW | 396.00 | 539.93 |
|
Argenx Se Sponsored Adr (ARGX) | 0.0 | $213k | NEW | 540.00 | 393.72 |
|
Everest Re Group (EG) | 0.0 | $210k | NEW | 527.00 | 397.53 |
|
PPL Corporation (PPL) | 0.0 | $201k | NEW | 7.3k | 27.53 |
|
EQT Corporation (EQT) | 0.0 | $201k | NEW | 5.4k | 37.07 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- 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