Dynasty Wealth Management, LLC Incresed Positions in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
136K
+ 26.06%
$497.53 - $549.64 $67.6M - $74.6M
657K $359B
IEMG
Ishares Inc

ETFs
990K
+ 102.46%
$50.02 - $54.95 $49.5M - $54.4M
1.96M $105B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
260K
+ 12.23%
$95.11 - $97.92 $24.8M - $25.5M
2.39M $232B
MBB
Ishares Tr

ETFs
230K
+ 13.45%
$89.41 - $92.64 $20.6M - $21.3M
1.94M $178B
Blackrock ETF Trust Ii
333K
+ 10.66%
N/A
3.46M $181B
TTAC
Fcf Us Quality ETF

ETFs
240K
+ 6.44%
$57.05 - $60.92 $13.7M - $14.6M
3.97M $241B
QUAL
Ishares Msci Usa Quality Facto

ETFs
220K
+ 93.78%
$154.56 - $173.19 $34M - $38.1M
454K $51.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
263K
+ 171.77%
$44.3 - $45.58 $11.7M - $12M
417K $18.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
140K
+ 29.93%
$87.78 - $94.67 $12.3M - $13.3M
609K $55.9B
EFG
Msci Eafe Growth ETF

ETFs
83.2K
+ 197.59%
$97.17 - $106.25 $8.08M - $8.84M
125K $12.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.13K
+ 5.16%
$495.16 - $548.49 $3.03M - $3.36M
125K $68B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
43.7K
+ 411.5%
$98.66 - $105.11 $4.32M - $4.6M
54.4K $5.58B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37.8K
+ 3.8%
$79.92 - $84.63 $3.02M - $3.2M
1.03M $86.6B
TTAI
Fcf International Quality ETF
112K
+ 9.89%
N/A
1.25M $36.7B
VTI
Vanguard Total Stock Market Et

ETFs
6.43K
+ 6.02%
$245.23 - $269.4 $1.58M - $1.73M
113K $30.3B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
41.2K
+ 8.14%
$62.61 - $66.18 $2.58M - $2.72M
547K $35.5B
EFV
Msci Eafe Value ETF

ETFs
33.4K
+ 63.23%
$52.34 - $56.41 $1.75M - $1.89M
86.3K $4.58B
AMZN
Amazon Com Inc

Consumer Cyclical
2.55K
+ 3.02%
$173.67 - $197.85 $444K - $505K
87K $16.8B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
31.3K
+ 496.73%
$49.57 - $49.94 $1.55M - $1.56M
37.6K $1.87B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
31.7K
+ 8.92%
$51.55 - $52.29 $1.63M - $1.66M
387K $20.1B
GOOG
Alphabet Inc.

Communication Services
3.08K
+ 10.41%
$151.94 - $186.86 $467K - $575K
32.6K $5.99B
IAU
Ishares Gold Trust

ETFs
7.75K
+ 1.35%
$42.46 - $45.89 $329K - $355K
580K $25.5B
FIS
Fidelity National Information Services, Inc.

Technology
16.2K
+ 395.44%
$67.2 - $78.36 $1.09M - $1.27M
20.3K $1.53B
OEF
Ishares S&P 100 ETF

ETFs
3.55K
+ 39.26%
$234.68 - $265.99 $832K - $943K
12.6K $3.32B
MSFT
Microsoft Corp

Technology
912
+ 3.64%
$389.33 - $452.85 $355K - $413K
26K $11.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.9K
+ 5.6%
$102.13 - $110.88 $2.74M - $2.98M
506K $54B
ORCL
Oracle Corp

Technology
3.9K
+ 26.6%
$113.75 - $144.64 $443K - $564K
18.5K $2.62B
EMB
Ishares Tr

ETFs
8.42K
+ 119.78%
$86.66 - $89.88 $730K - $757K
15.4K $1.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.87K
+ 3.28%
$40.83 - $44.89 $280K - $308K
216K $9.47B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
+ 16.67%
$49.55 - $50.44 $697K - $710K
98.5K $4.93B
FLEX
Flex Ltd.

Technology
22K
+ 187.72%
$26.34 - $33.78 $578K - $742K
33.6K $992M
FANG
Diamondback Energy, Inc.

Energy
3.17K
+ 72.76%
$185.97 - $208.26 $589K - $659K
7.52K $1.5B
ZTS
Zoetis Inc.

Healthcare
2.28K
+ 13.27%
$145.54 - $178.83 $332K - $408K
19.5K $3.38B
BLDR
Builders First Source, Inc.

Industrials
4.05K
+ 237.08%
$136.51 - $205.41 $553K - $833K
5.76K $798M
OWL
Blue Owl Capital Inc.

Financial Services
24.9K
+ 164.2%
$16.69 - $19.6 $416K - $488K
40.1K $712M
HYMU
Blackrock ETF Tr Ii High Yield
16.1K
+ 7.29%
$21.98 - $22.83 $353K - $367K
236K $5.35B
KEYS
Keysight Technologies, Inc.

Technology
3.08K
+ 88.78%
$135.22 - $160.14 $416K - $493K
6.54K $895M
LDOS
Leidos Holdings, Inc.

Technology
1.75K
+ 28.92%
$123.76 - $151.15 $216K - $264K
7.79K $1.14B
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 9.85%
$88.6 - $104.24 $149K - $176K
18.8K $1.9B
Pimco ETF Tr
13.6K
+ 7.83%
N/A
187K $4.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.46K
+ 25.52%
$173.58 - $198.8 $253K - $290K
7.17K $1.4B
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 6.97%
$58.85 - $68.9 $105K - $123K
27.3K $1.85B
TSLA
Tesla, Inc.

Consumer Cyclical
122
+ 0.94%
$142.05 - $197.88 $17.3K - $24.1K
13.1K $2.59B
NVO
Novo Nordisk A S

Healthcare
1.01K
+ 8.99%
$122.71 - $146.91 $124K - $148K
12.3K $1.75B
TTWO
Take Two Interactive Software Inc

Communication Services
1.81K
+ 114.71%
$139.96 - $167.43 $253K - $303K
3.39K $526M
ADBE
Adobe Inc.

Technology
114
+ 2.72%
$439.02 - $555.54 $50K - $63.3K
4.3K $2.39B
NSC
Norfolk Southern Corp

Industrials
1.9K
+ 57.59%
$209.9 - $253.39 $399K - $481K
5.2K $1.12B
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 5.05%
$180.08 - $204.79 $202K - $230K
23.4K $4.73B
AMGN
Amgen Inc

Healthcare
438
+ 10.25%
$262.75 - $319.31 $115K - $140K
4.71K $1.47B
Activity Summary
Buys All Purchases 187 New Holdings 28 Increased Positions 159 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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