Dynasty Wealth Management, LLC Incresed Positions in Q3 2024

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.53M
+ 7018.43%
$55.27 - $60.6 $195M - $214M
3.58M $297B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
581K
+ 24.31%
$96.25 - $101.98 $55.9M - $59.3M
2.97M $301B
SPY
Spdr S&P 500 ETF Trust

ETFs
395K
+ 316.06%
$517.38 - $573.86 $204M - $227M
520K $116B
IEFA
Ishares Tr

ETFs
1.57M
+ 73.88%
$70.09 - $78.74 $110M - $124M
3.7M $198B
IYW
Ishares Dj Us Tech ETF

ETFs
266K
+ 41.49%
$133.16 - $158.73 $35.4M - $42.2M
907K $137B
TTAC
Fcf Us Quality ETF

ETFs
144K
+ 3.62%
$58.5 - $65.18 $8.41M - $9.37M
4.11M $268B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
936K
+ 184.82%
$105.53 - $118.34 $98.7M - $111M
1.44M $75.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
79K
+ 7.66%
$83.76 - $91.82 $6.62M - $7.25M
1.11M $101B
MBB
Ishares Tr

ETFs
459K
+ 23.65%
$90.85 - $96.66 $41.7M - $44.4M
2.4M $187B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
120K
+ 10.93%
$44.65 - $47.21 $5.34M - $5.65M
1.21M $56.8B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.71K
+ 1.41%
$64.57 - $71.76 $498K - $553K
555K $39.8B
IAU
Ishares Gold Trust

ETFs
3.84K
+ 0.66%
$44.06 - $50.5 $169K - $194K
584K $29B
ORCL
Oracle Corp

Technology
16.6K
+ 89.25%
$125.9 - $170.35 $2.08M - $2.82M
35.1K $5.98B
AAPL
Apple Inc.

Technology
10.7K
+ 31.9%
$207.23 - $234.82 $2.22M - $2.51M
44.3K $10.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
54
+ 0.01%
$75.32 - $84.37 $4.07K - $4.56K
459K $38.4B
VTI
Vanguard Total Stock Market Et

ETFs
432
+ 0.38%
$255.18 - $283.2 $110K - $122K
114K $32.2B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
45.5K
+ 83.62%
$100.75 - $111.62 $4.58M - $5.08M
99.8K $7.38B
VGSH
Vanguard

ETFs
22.8K
+ 10.68%
$57.74 - $59.13 $1.32M - $1.35M
237K $14B
BOND
Pimco Active Bond Exchange Tra

ETFs
35.3K
+ 714.01%
$90.01 - $95.32 $3.17M - $3.36M
40.2K $1.9B
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 96.05%
$333.64 - $405.2 $771K - $936K
4.72K $1.91B
SHOP
Shopify Inc.

Technology
8.34K
+ 37.76%
$52.26 - $80.75 $436K - $674K
30.4K $2.44B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 0.57%
$41.9 - $48.26 $51.9K - $59.8K
218K $10.4B
MSCI
Msci Inc.

Financial Services
918
+ 33.2%
$479.31 - $584.91 $440K - $537K
3.68K $2.15B
OWL
Blue Owl Capital Inc.

Financial Services
38.1K
+ 94.94%
$15.81 - $19.83 $602K - $755K
78.2K $1.51B
AON
Aon PLC

Financial Services
2.07K
+ 125.75%
$293.16 - $351.06 $606K - $725K
3.71K $1.28B
VB
Vanguard Small Cap ETF

ETFs
529
+ 1.6%
$214.77 - $237.72 $114K - $126K
33.5K $7.95B
WDAY
Workday, Inc.

Technology
2.49K
+ 50.21%
$207.75 - $264.68 $517K - $659K
7.44K $1.82B
VEA
Vanguard Ftse Developed Market

ETFs
2.11K
+ 1.21%
$47.6 - $53.31 $101K - $113K
177K $9.32B
KGC
Kinross Gold Corp

Basic Materials
65.6K
+ 388.91%
$8.02 - $9.84 $526K - $645K
82.4K $772M
TECK
Teck Resources LTD

Basic Materials
11K
+ 93.28%
$43.48 - $53.4 $479K - $589K
22.8K $1.19B
CRH.L
Crh PLC

Basic Materials
3.41K
+ 21.02%
N/A
19.6K $1.82B
Corpay Inc
1.38K
+ 43.05%
N/A
4.59K $1.44B
BLDR
Builders First Source, Inc.

Industrials
958
+ 16.62%
$132.6 - $201.83 $127K - $193K
6.72K $1.3B
ABBV
Abb Vie Inc.

Healthcare
1.69K
+ 26.29%
$163.84 - $199.33 $276K - $336K
8.1K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
799
+ 4.25%
$101.25 - $127.45 $80.9K - $102K
19.6K $2.38B
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
LEN
Lennar Corp

Consumer Cyclical
813
+ 12.24%
$142.5 - $192.45 $116K - $156K
7.46K $1.4B
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
CNP
Centerpoint Energy Inc

Utilities
12K
+ 72.16%
$25.63 - $30.55 $308K - $367K
28.7K $844M
URI
United Rentals, Inc.

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