Dynasty Wealth Management, LLC Purchases in Q1 2025

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.1M
New
$61.9 - $66.89 $192M - $207M
3.1M $197B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.03M
+ 103.04%
$44.41 - $45.98 $135M - $139M
5.97M $273B
XLF
Financial Sector Spdr

ETFs
1.61M
New
$47.32 - $52.19 $76.4M - $84.3M
1.61M $80.4B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.18M
New
$58.04 - $65.84 $68.5M - $77.7M
1.18M $75.2B
IEMG
Ishares Inc

ETFs
1.3M
+ 50.22%
N/A
3.9M $211B
OEF
Ishares S&P 100 ETF

ETFs
242K
+ 1757.59%
N/A
256K $69.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.08M
+ 32.74%
$49.78 - $53.19 $53.9M - $57.6M
4.39M $224B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
506K
+ 115.17%
$100.59 - $103.47 $50.9M - $52.4M
946K $97.9B
IAU
Ishares Gold Trust

ETFs
452K
+ 59.95%
$49.74 - $58.96 $22.5M - $26.6M
1.21M $71.1B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
273K
New
$114.57 - $118.14 $31.3M - $32.2M
273K $32.2B
FDVV
Fidelity High Dividend ETF

ETFs
591K
New
$48.86 - $52.28 $28.9M - $30.9M
591K $29.3B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.54M
+ 57.75%
$73.16 - $83.16 $113M - $128M
4.2M $214B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
599K
+ 12.53%
$48.06 - $53.73 $28.8M - $32.2M
5.38M $262B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
308K
+ 246.26%
$49.75 - $50.27 $15.3M - $15.5M
433K $21.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
131K
+ 14.48%
$85.29 - $92.57 $11.2M - $12.1M
1.04M $94.3B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
166K
+ 199.9%
$76.94 - $78.28 $12.8M - $13M
249K $19.5B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.1M
+ 19.71%
$39.97 - $48.7 $44M - $53.6M
6.68M $267B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
76.9K
+ 5.33%
$51.52 - $52.37 $3.96M - $4.03M
1.52M $79.5B
RSP
Invesco S&P 500 Equal Weight E

ETFs
308K
+ 139.92%
$169.43 - $182.84 $52.2M - $56.3M
528K $42.3B
TIP
Ishares Tr Tips Bd ETF

ETFs
13.8K
+ 3.45%
$106.22 - $111.09 $1.46M - $1.53M
412K $45.8B
TSLA
Tesla, Inc.

Consumer Cyclical
12K
New
$222.15 - $428.22 $2.67M - $5.14M
12K $3.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
47.9K
+ 27.32%
$92.45 - $106.69 $4.42M - $5.11M
223K $20.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
+ 8.79%
$551.42 - $612.93 $5.78M - $6.42M
130K $72.5B
AMZN
Amazon Com Inc

Consumer Cyclical
19.6K
+ 46.66%
$190.26 - $242.06 $3.72M - $4.74M
61.5K $11.7B
AAPL
Apple Inc.

Technology
13.2K
+ 44.2%
$209.68 - $247.1 $2.76M - $3.26M
43K $9.55B
INTF
Ishares Tr

ETFs
55.4K
+ 81.36%
$28.43 - $31.96 $1.57M - $1.77M
123K $3.81B
GOOGL
Alphabet Inc.

Communication Services
18.3K
+ 57.4%
$154.33 - $206.19 $2.83M - $3.78M
50.2K $7.77B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.34K
+ 301.45%
$497.6 - $606.74 $1.66M - $2.02M
4.44K $2.21B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
69K
+ 77.84%
$22.25 - $23.0 $1.53M - $1.59M
158K $3.62B
KO
Coca Cola CO

Consumer Defensive
21.4K
New
$60.81 - $72.32 $1.3M - $1.54M
21.4K $1.53B
PEP
Pepsico Inc

Consumer Defensive
8.29K
+ 504.08%
$142.64 - $156.42 $1.18M - $1.3M
9.93K $1.49B
LLY
Eli Lilly & CO

Healthcare
1.25K
+ 48.19%
$725.72 - $929.72 $908K - $1.16M
3.85K $3.18B
SLB
Schlumberger Limited

Energy
21.8K
+ 121.58%
$38.4 - $43.74 $836K - $952K
39.7K $1.66B
UBER
Uber Technologies, Inc

Technology
10.4K
+ 62.02%
$63.17 - $81.49 $657K - $847K
27.2K $1.98B
EMB
Ishares Tr

ETFs
7.57K
+ 5.12%
$88.64 - $92.03 $671K - $697K
155K $14.1B
PM
Philip Morris International Inc.

Consumer Defensive
754
+ 3.69%
$117.15 - $158.79 $88.3K - $120K
21.2K $3.37B
SCHW
Schwab Charles Corp

Financial Services
10.7K
New
$71.24 - $83.64 $760K - $892K
10.7K $835M
ZTS
Zoetis Inc.

Healthcare
4.1K
+ 17.77%
$156.48 - $175.67 $642K - $720K
27.2K $4.47B
APO
Apollo Global Management, Inc.

Financial Services
5.06K
New
$126.01 - $172.06 $637K - $870K
5.06K $692M
MEAR
Blackrock Short Maturity Munic

ETFs
12.6K
+ 8.77%
$49.97 - $50.36 $629K - $634K
156K $7.85B
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 7.53%
$169.2 - $216.66 $172K - $220K
14.5K $3.04B
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.76K
+ 47.09%
$83.18 - $89.27 $645K - $692K
24.2K $2.03B
NKE
Nike, Inc.

Consumer Cyclical
9.84K
+ 272.92%
$63.29 - $81.72 $623K - $804K
13.4K $853M
FANG
Diamondback Energy, Inc.

Energy
3.58K
+ 40.34%
$139.9 - $180.18 $501K - $645K
12.4K $1.99B
ABC
Amerisourcebergen Corp

Healthcare
3.71K
+ 44.52%
N/A
12K $2.39B
KGC
Kinross Gold Corp

Basic Materials
19K
+ 23.19%
$9.69 - $12.61 $184K - $239K
101K $1.27B
CVE
Cenovus Energy Inc.

Energy
38.3K
+ 151.17%
$12.24 - $15.63 $468K - $598K
63.6K $885M
LEN
Lennar Corp

Consumer Cyclical
4.35K
+ 214.33%
$113.93 - $141.54 $496K - $616K
6.38K $733M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.78K
New
$92.51 - $102.81 $442K - $492K
4.78K $442M
Activity Summary
Buys All Purchases 166 New Holdings 21 Increased Positions 145 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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