Dynasty Wealth Management, LLC Purchases in Q3 2024

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.3K
+ 145.85%
$193.0 - $282.1 $444K - $650K
3.88K $903M
HBAN
Huntington Bancshares Inc

Financial Services
20.7K
+ 25.63%
$12.84 - $15.15 $266K - $314K
102K $1.49B
HPE
Hewlett Packard Enterprise CO

Technology
20.3K
New
$16.1 - $21.44 $327K - $435K
20.3K $415M
LEN
Lennar Corp

Consumer Cyclical
813
+ 12.24%
$142.5 - $192.45 $116K - $156K
7.46K $1.4B
CHWY
Chewy, Inc.

Consumer Cyclical
13.6K
New
$22.22 - $32.67 $303K - $445K
13.6K $399M
ADBE
Adobe Inc.

Technology
1.04K
+ 24.19%
$508.13 - $586.55 $529K - $611K
5.34K $2.77B
FTV
Fortive Corp

Technology
3.95K
+ 38.21%
$67.01 - $79.2 $265K - $313K
14.3K $1.13B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
9.61K
+ 30.78%
$33.49 - $43.24 $322K - $416K
40.9K $1.54B
KEYS
Keysight Technologies, Inc.

Technology
1.27K
+ 19.43%
$119.86 - $158.87 $152K - $202K
7.81K $1.24B
JPM
Jpmorgan Chase & CO

Financial Services
611
+ 2.61%
$194.9 - $224.8 $119K - $137K
24K $5.06B
URI
United Rentals, Inc.

Industrials
21
+ 1.12%
$627.41 - $814.1 $13.2K - $17.1K
1.9K $1.54B
HOLX
Hologic Inc

Healthcare
3.94K
New
$73.48 - $83.64 $290K - $330K
3.94K $321M
CLH
Clean Harbors Inc

Industrials
1.2K
+ 65.0%
$219.55 - $249.19 $263K - $299K
3.04K $735M
APP
App Lovin Corp

Technology
1.3K
+ 42.89%
$67.14 - $130.65 $87K - $169K
4.32K $564M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.06K
+ 1.45%
$71.45 - $75.64 $75.7K - $80.1K
74.1K $5.56B
OMC
Omnicom Group Inc.

Communication Services
1.51K
+ 14.31%
$87.69 - $103.9 $132K - $156K
12K $1.24B
AXP
American Express CO

Financial Services
118
+ 1.77%
$225.92 - $271.17 $26.7K - $32K
6.8K $1.84B
Ferguson Enterprises Inc
1.48K
New
N/A
1.48K $295M
DT
Dynatrace, Inc.

Technology
5.44K
New
$40.49 - $53.47 $220K - $291K
5.44K $291M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
5.21K
New
$40.21 - $59.36 $209K - $309K
5.21K $289M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.02K
+ 4.22%
$50.06 - $62.82 $51K - $64K
25.1K $1.55B
HON
Honeywell International Inc

Industrials
1.49K
+ 25.0%
$196.73 - $220.21 $293K - $328K
7.45K $1.54B
MCHP
Microchip Technology Inc

Technology
5.04K
+ 39.34%
$72.0 - $95.98 $363K - $484K
17.9K $1.43B
Jacobs Solutions Inc
7.9K
New
N/A
7.9K $255M
AN
Autonation, Inc.

Consumer Cyclical
1.01K
+ 26.53%
$156.14 - $190.72 $157K - $192K
4.8K $859M
MHK
Mohawk Industries Inc

Consumer Cyclical
1.57K
New
$108.83 - $162.7 $171K - $256K
1.57K $252M
CNC
Centene Corp

Healthcare
1.74K
+ 12.96%
$64.89 - $80.23 $113K - $139K
15.1K $1.14B
TECH
Bio Techne Corp

Healthcare
3.08K
New
$70.96 - $82.35 $219K - $254K
3.08K $246M
SHW
Sherwin Williams CO

Basic Materials
186
+ 9.05%
$294.65 - $384.0 $54.8K - $71.4K
2.24K $855M
LDOS
Leidos Holdings, Inc.

Technology
659
+ 8.46%
$142.66 - $163.02 $94K - $107K
8.45K $1.38B
FIS
Fidelity National Information Services, Inc.

Technology
788
+ 3.88%
$72.8 - $85.04 $57.4K - $67K
21.1K $1.77B
DKNG
Draft Kings Inc.

Consumer Cyclical
5.93K
New
$29.85 - $41.1 $177K - $244K
5.93K $232M
TFX
Teleflex Inc

Healthcare
939
New
$211.25 - $247.28 $198K - $232K
939 $232M
VST
Vistra Corp.

Utilities
1.94K
New
$69.0 - $119.06 $134K - $231K
1.94K $230M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.55K
+ 2.59%
$49.93 - $51.15 $127K - $131K
101K $5.16B
SBAC
Sba Communications Corp

Real Estate
952
New
$189.0 - $245.01 $180K - $233K
952 $229M
NNN
National Retail Properties, Inc.

Real Estate
4.72K
New
$42.12 - $48.79 $199K - $230K
4.72K $229M
FANG
Diamondback Energy, Inc.

Energy
2.48K
+ 33.05%
$168.46 - $210.94 $418K - $524K
10K $1.72B
FLEX
Flex Ltd.

Technology
2.49K
+ 7.4%
$28.1 - $34.0 $69.9K - $84.6K
36.1K $1.21B
EMR
Emerson Electric CO

Industrials
1.97K
New
$98.19 - $118.87 $193K - $234K
1.97K $215M
KKR
Kkr & Co. Inc.

Financial Services
1.59K
New
$104.51 - $133.23 $166K - $212K
1.59K $208M
DE
Deere & CO

Industrials
341
+ 23.1%
$344.84 - $418.0 $118K - $143K
1.82K $758M
HEI
Heico Corp

Industrials
781
New
$220.59 - $267.96 $172K - $209K
781 $204M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
183
+ 1.43%
$210.25 - $231.86 $38.5K - $42.4K
13K $2.89B
IWB
Ishares Tr Russell 1000 ETF

ETFs
70
+ 0.71%
$283.28 - $314.39 $19.8K - $22K
9.97K $3.13B
MU
Micron Technology Inc

Technology
5K
+ 41.56%
$86.27 - $136.82 $431K - $684K
17K $1.77B
CCK
Crown Holdings Inc

Consumer Cyclical
880
+ 19.03%
$71.52 - $95.86 $62.9K - $84.4K
5.51K $528M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
105
+ 0.13%
$76.38 - $78.87 $8.02K - $8.28K
82.4K $6.48B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
126
+ 2.01%
$150.01 - $182.29 $18.9K - $23K
6.39K $1.16B
Activity Summary
Buys All Purchases 141 New Holdings 31 Increased Positions 110 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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