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HEICO Corporation shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in HEICO Corporation

Tip: Access up to 7 years of quarterly data

All positions including HEICO Corporation held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HEICO Corporation by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $209k 636 328.11
2025-03-31 $209k 781 267.19
2024-09-30 $204k 781 261.48

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding HEICO Corporation

Capital World Investors
Vanguard Group
BlackRock
State Street Corporation
UBS Group
Invesco
Geode Capital Management
American Century Companies
Nuveen
Ubs Global Asset Management Americas
Riverbrige Partners
Two Sigma Investments
Federated Investors
Charles Schwab Investment Management
Two Sigma Advisers

View all funds holding HEICO Corporation