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
NOW
Service Now, Inc.

Technology
188
+ 4.43%
$643.29 - $786.67 $121K - $148K
4.43K $3.49B
VEA
Vanguard Ftse Developed Market

ETFs
7.61K
+ 4.56%
$47.83 - $51.21 $364K - $390K
174K $8.62B
UNH
Unitedhealth Group Inc

Healthcare
159
+ 1.38%
$439.2 - $524.63 $69.8K - $83.4K
11.6K $5.93B
AMAT
Applied Materials Inc

Technology
192
+ 3.05%
$189.46 - $247.83 $36.4K - $47.6K
6.48K $1.53B
V
Visa Inc.

Financial Services
1.62K
+ 13.38%
$262.47 - $281.5 $425K - $456K
13.7K $3.6B
LPLA
Lpl Financial Holdings Inc.

Financial Services
757
+ 92.09%
$256.41 - $288.82 $194K - $219K
1.58K $441M
MUB
Ishares National Muni Bond ETF

ETFs
3.87K
+ 2.15%
$105.37 - $107.16 $408K - $415K
184K $19.6B
VB
Vanguard Small Cap ETF

ETFs
2.38K
+ 7.77%
$210.76 - $226.94 $501K - $540K
33K $7.19B
LLY
Eli Lilly & CO

Healthcare
85
+ 9.48%
$724.87 - $909.04 $61.6K - $77.3K
982 $889M
MS
Morgan Stanley

Financial Services
1.32K
+ 6.47%
$86.19 - $101.53 $114K - $134K
21.8K $2.12B
CVE
Cenovus Energy Inc.

Energy
10.5K
+ 15.15%
$18.24 - $21.8 $191K - $229K
79.7K $1.57B
IGF
Ishares Global Infrastructure

ETFs
3.41K
+ 5.19%
$45.25 - $50.7 $154K - $173K
69.2K $3.32B
GS
Goldman Sachs Group Inc

Financial Services
176
+ 6.91%
$389.49 - $470.41 $68.6K - $82.8K
2.72K $1.23B
NXPI
Nxp Semiconductors N.V.

Technology
485
+ 31.27%
$215.12 - $282.99 $104K - $137K
2.04K $548M
WFC
Wells Fargo & Company

Financial Services
1.87K
+ 6.36%
$56.41 - $62.34 $105K - $116K
31.2K $1.85B
AN
Autonation, Inc.

Consumer Cyclical
1.06K
+ 38.74%
$152.33 - $170.96 $161K - $181K
3.8K $605M
ATKR
Atkore Inc.

Industrials
1.69K
+ 122.87%
$130.24 - $193.58 $220K - $327K
3.06K $413M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
493
+ 8.54%
$144.17 - $170.65 $71.1K - $84.1K
6.26K $990M
MCHP
Microchip Technology Inc

Technology
1.36K
+ 11.88%
$81.68 - $99.49 $111K - $135K
12.8K $1.17B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
649
+ 80.52%
$376.14 - $529.01 $244K - $343K
1.46K $561M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.95K
+ 13.91%
$49.93 - $55.44 $147K - $163K
24.1K $1.28B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
361
+ 2.91%
$196.29 - $215.75 $70.9K - $77.9K
12.8K $2.69B
CASY
Caseys General Stores Inc

Consumer Cyclical
27
+ 1.41%
$309.17 - $382.87 $8.35K - $10.3K
1.94K $740M
TECK
Teck Resources LTD

Basic Materials
2.15K
+ 22.21%
$45.44 - $54.77 $97.6K - $118K
11.8K $566M
QCOM
Qualcomm Inc

Technology
101
+ 2.93%
$157.63 - $227.09 $15.9K - $22.9K
3.55K $707M
VRSK
Verisk Analytics, Inc.

Industrials
55
+ 1.76%
$217.96 - $272.27 $12K - $15K
3.18K $858M
SJM
J M Smucker CO

Consumer Defensive
1.69K
+ 37.65%
$107.47 - $124.73 $182K - $211K
6.18K $674M
TMO
Thermo Fisher Scientific Inc.

Healthcare
461
+ 8.83%
$541.52 - $599.02 $250K - $276K
5.68K $3.14B
HBAN
Huntington Bancshares Inc

Financial Services
11.7K
+ 17.01%
$12.34 - $14.26 $145K - $167K
80.8K $1.06B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.19K
+ 15.84%
$46.84 - $47.32 $103K - $104K
16K $755M
MCD
Mcdonalds Corp

Consumer Cyclical
553
+ 32.94%
$249.37 - $280.22 $138K - $155K
2.23K $569M
Jacobs Solutions Inc
1.26K
+ 21.22%
N/A
7.19K $1B
GD
General Dynamics Corp

Industrials
183
+ 3.66%
$281.11 - $300.23 $51.4K - $54.9K
5.18K $1.5B
MGM
Mgm Resorts International

Consumer Cyclical
2.85K
+ 21.09%
$38.53 - $47.78 $110K - $136K
16.4K $727M
CNP
Centerpoint Energy Inc

Utilities
1.51K
+ 9.98%
$27.22 - $31.31 $41.2K - $47.4K
16.7K $516M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 1.97%
$3414.82 - $4014.38 $13.7K - $16.1K
207 $818M
ACGL
Arch Capital Group Ltd.

Financial Services
111
+ 1.52%
$89.76 - $103.36 $9.96K - $11.5K
7.41K $747M
ARGX
Argenx Se

Healthcare
123
+ 22.78%
$356.01 - $451.55 $43.8K - $55.5K
663 $285M
AMD
Advanced Micro Devices Inc

Technology
1.08K
+ 17.99%
$144.27 - $183.34 $156K - $198K
7.08K $1.15B
CCK
Crown Holdings Inc

Consumer Cyclical
1.06K
+ 29.62%
$74.39 - $85.73 $78.6K - $90.6K
4.63K $344M
WK
Workiva Inc

Technology
1.22K
+ 45.69%
$70.22 - $85.49 $85.7K - $104K
3.89K $284M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
657
+ 0.8%
$75.81 - $76.76 $49.8K - $50.4K
82.3K $6.31B
CLH
Clean Harbors Inc

Industrials
29
+ 1.6%
$189.45 - $228.93 $5.49K - $6.64K
1.84K $417M
AXP
American Express CO

Financial Services
110
+ 1.67%
$217.5 - $243.08 $23.9K - $26.7K
6.68K $1.55B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
7.03K
+ 29.05%
$36.61 - $44.56 $257K - $313K
31.2K $1.18B
WM
Waste Management Inc

Industrials
199
+ 3.27%
$200.55 - $213.34 $39.9K - $42.5K
6.29K $1.34B
SUI
Sun Communities Inc

Real Estate
488
+ 22.23%
$111.32 - $128.2 $54.3K - $62.6K
2.68K $323M
PPL
Ppl Corp

Utilities
1.41K
+ 19.32%
$26.01 - $29.84 $36.7K - $42.1K
8.72K $241M
MRVL
Marvell Technology, Inc.

Technology
660
+ 8.86%
$62.13 - $78.33 $41K - $51.7K
8.11K $567M
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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