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
MCK
Mckesson Corp

Healthcare
195
+ 6.59%
$566.21 - $672.99 $110K - $131K
3.15K $2.12B
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.77K
+ 15.24%
$46.82 - $47.8 $410K - $419K
66.3K $3.12B
AZO
Autozone Inc

Consumer Cyclical
7
+ 1.32%
$3193.96 - $3828.11 $22.4K - $26.8K
536 $2.04B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.1K
+ 19.45%
$43.76 - $45.31 $311K - $322K
43.6K $1.96B
Kenvue Inc
8.11K
+ 14.86%
N/A
62.7K $1.5B
AZN
Astrazeneca PLC

Healthcare
3.25K
+ 27.05%
$65.37 - $77.96 $212K - $253K
15.3K $1.12B
TECK
Teck Resources LTD

Basic Materials
10.2K
+ 84.0%
$36.43 - $43.86 $373K - $449K
22.4K $818M
NRG
Nrg Energy, Inc.

Utilities
3.07K
New
$84.82 - $113.33 $260K - $348K
3.07K $293M
Ferguson Enterprises Inc
1.72K
New
N/A
1.72K $276M
PPL
Ppl Corp

Utilities
2.58K
+ 5.17%
$31.68 - $36.11 $81.6K - $93.1K
52.4K $1.89B
COP
Conocophillips

Energy
1.76K
+ 12.41%
$88.6 - $105.85 $156K - $186K
15.9K $1.67B
SBAC
Sba Communications Corp

Real Estate
1.18K
New
$192.76 - $224.91 $227K - $265K
1.18K $259M
ASH
Ashland Global Holdings Inc

Basic Materials
4.13K
New
$55.87 - $73.16 $231K - $302K
4.13K $245M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.28K
New
$33.21 - $53.49 $242K - $389K
7.28K $242M
KBR
Kbr, Inc.

Industrials
5.58K
+ 118.11%
$47.88 - $60.47 $267K - $337K
10.3K $513M
MHK
Mohawk Industries Inc

Consumer Cyclical
2.09K
New
$110.92 - $130.83 $232K - $274K
2.09K $239M
AON
Aon PLC

Financial Services
185
+ 4.58%
$348.44 - $409.32 $64.5K - $75.7K
4.23K $1.69B
IDXX
Idexx Laboratories Inc

Healthcare
558
New
$406.29 - $469.04 $227K - $262K
558 $234M
CNP
Centerpoint Energy Inc

Utilities
2.01K
+ 5.77%
$30.87 - $36.25 $62.1K - $73K
36.9K $1.34B
HEI
Heico Corp

Industrials
781
New
$219.6 - $270.85 $172K - $212K
781 $209M
RE
Everest Re Group LTD

Financial Services
564
New
N/A
564 $205M
HYMU
Blackrock ETF Tr Ii High Yield
8.77K
+ 3.44%
$22.43 - $23.19 $197K - $203K
264K $5.99B
UNH
Unitedhealth Group Inc

Healthcare
80
+ 0.75%
$461.52 - $548.18 $36.9K - $43.9K
10.8K $5.59B
IGF
Ishares Global Infrastructure

ETFs
1.4K
+ 3.21%
$51.96 - $54.84 $73K - $77K
45.1K $2.47B
NEE
Nextera Energy Inc

Utilities
2.48K
+ 29.85%
$66.96 - $76.16 $166K - $189K
10.8K $764M
FE
Firstenergy Corp

Utilities
3.61K
+ 12.94%
$37.95 - $43.5 $137K - $157K
31.5K $1.27B
HOLX
Hologic Inc

Healthcare
3.78K
+ 51.9%
$60.7 - $73.77 $229K - $278K
11K $682M
AJG
Arthur J. Gallagher & Co.

Financial Services
28
+ 1.17%
$275.89 - $345.24 $7.72K - $9.67K
2.42K $837M
Corpay Inc
212
+ 3.63%
N/A
6.06K $2.11B
CSGP
Costar Group, Inc.

Real Estate
78
+ 0.49%
$69.29 - $80.37 $5.4K - $6.27K
16K $1.27B
COTY
Coty Inc.

Consumer Defensive
26.7K
+ 156.01%
$5.43 - $7.61 $145K - $203K
43.9K $240M
HIG
Hartford Financial Services Group, Inc.

Financial Services
212
+ 3.77%
$106.31 - $123.73 $22.5K - $26.2K
5.84K $723M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
108
+ 1.28%
$73.71 - $87.55 $7.96K - $9.46K
8.51K $741M
MPC
Marathon Petroleum Corp

Energy
304
+ 3.7%
$134.72 - $159.03 $41K - $48.3K
8.51K $1.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.96K
+ 2.71%
$49.25 - $50.66 $146K - $150K
112K $5.56B
DTE
Dte Energy CO

Utilities
1.62K
+ 84.71%
$117.6 - $138.27 $190K - $224K
3.53K $319M
MDT
Medtronic PLC

Healthcare
656
+ 23.17%
$79.84 - $94.5 $52.4K - $62K
3.49K $313M
EQT
Eqt Corp

Energy
362
+ 4.18%
$46.16 - $54.25 $16.7K - $19.6K
9.03K $482M
NXPI
Nxp Semiconductors N.V.

Technology
567
+ 35.71%
$189.99 - $245.86 $108K - $139K
2.16K $410M
NSC
Norfolk Southern Corp

Industrials
269
+ 4.12%
$227.69 - $259.76 $61.2K - $69.9K
6.8K $1.61B
PAYC
Paycom Software, Inc.

Technology
41
+ 0.89%
$199.42 - $225.82 $8.18K - $9.26K
4.66K $1.02B
GD
General Dynamics Corp

Industrials
101
+ 2.1%
$241.94 - $272.58 $24.4K - $27.5K
4.91K $1.34B
LPLA
Lpl Financial Holdings Inc.

Financial Services
166
+ 2.69%
$308.87 - $383.33 $51.3K - $63.6K
6.33K $2.07B
STE
Steris PLC

Healthcare
161
+ 15.92%
$202.46 - $232.74 $32.6K - $37.5K
1.17K $266M
ADBE
Adobe Inc.

Technology
806
+ 19.58%
$377.84 - $464.11 $305K - $374K
4.92K $1.89B
WFC
Wells Fargo & Company

Financial Services
207
+ 0.84%
$66.78 - $81.42 $13.8K - $16.9K
24.9K $1.79B
TDY
Teledyne Technologies Inc

Technology
13
+ 0.94%
$455.51 - $518.84 $5.92K - $6.74K
1.39K $693M
CNQ
Canadian Natural Resources LTD

Energy
1.77K
+ 6.47%
$26.72 - $32.74 $47.3K - $57.9K
29.1K $897M
MEM
Matthews Asia Fds Emerging Mar
5.6M
New
N/A
5.6M $50.4M
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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