Dynasty Wealth Management, LLC Incresed Positions in Q1 2025

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
185
+ 4.58%
$348.44 - $409.32 $64.5K - $75.7K
4.23K $1.69B
CNP
Centerpoint Energy Inc

Utilities
2.01K
+ 5.77%
$30.87 - $36.25 $62.1K - $73K
36.9K $1.34B
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
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
IP
International Paper CO

Consumer Cyclical
891
+ 20.57%
$49.38 - $60.09 $44K - $53.5K
5.22K $279M
JNK
Spdr Bloomberg High Yield Bond

ETFs
536
+ 0.84%
$94.86 - $97.12 $50.8K - $52.1K
64.7K $6.17B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
754
+ 4.18%
$47.33 - $47.92 $35.7K - $36.1K
18.8K $895M
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 3.81%
$70.0 - $77.13 $71K - $78.2K
27.6K $2.07B
CCK
Crown Holdings Inc

Consumer Cyclical
54
+ 1.08%
$78.77 - $91.74 $4.25K - $4.95K
5.07K $453M
SHW
Sherwin Williams CO

Basic Materials
36
+ 1.51%
$330.16 - $365.55 $11.9K - $13.2K
2.42K $844M
NNN
National Retail Properties, Inc.

Real Estate
392
+ 6.65%
$38.0 - $43.19 $14.9K - $16.9K
6.29K $268M
BKR
Baker Hughes CO

Energy
87
+ 1.1%
$41.16 - $48.85 $3.58K - $4.25K
7.99K $351M
TRMB
Trimble Inc.

Technology
847
+ 11.12%
$65.52 - $77.49 $55.5K - $65.6K
8.46K $556M
APG
A Pi Group Corp

Industrials
495
+ 3.54%
$35.67 - $40.88 $17.7K - $20.2K
14.5K $518M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
4.01K
+ 23.17%
$27.8 - $39.18 $112K - $157K
21.3K $593M
CAE
Cae Inc

Industrials
1.1K
+ 6.5%
$23.09 - $26.78 $25.4K - $29.4K
18K $443M
ALLE
Allegion PLC

Industrials
109
+ 2.78%
$123.79 - $135.5 $13.5K - $14.8K
4.03K $526M
EMN
Eastman Chemical CO

Basic Materials
288
+ 7.7%
$87.05 - $103.47 $25.1K - $29.8K
4.03K $355M
AN
Autonation, Inc.

Consumer Cyclical
325
+ 6.52%
$156.67 - $195.15 $50.9K - $63.4K
5.31K $860M
AMAT
Applied Materials Inc

Technology
825
+ 13.5%
$145.06 - $195.51 $120K - $161K
6.94K $1.01B
CHWY
Chewy, Inc.

Consumer Cyclical
659
+ 4.75%
$31.83 - $39.8 $21K - $26.2K
14.5K $472M
BLDR
Builders First Source, Inc.

Industrials
658
+ 15.76%
$122.8 - $173.51 $80.8K - $114K
4.83K $604M
CPRT
Copart Inc

Consumer Cyclical
308
+ 2.19%
$52.3 - $59.83 $16.1K - $18.4K
14.4K $815M
OMC
Omnicom Group Inc.

Communication Services
415
+ 3.69%
$79.43 - $88.34 $33K - $36.7K
11.7K $967M
ARGX
Argenx Se

Healthcare
14
+ 2.07%
$571.0 - $671.75 $7.99K - $9.4K
691 $409M
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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