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
AXP
American Express CO

Financial Services
118
+ 1.77%
$225.92 - $271.17 $26.7K - $32K
6.8K $1.84B
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
AN
Autonation, Inc.

Consumer Cyclical
1.01K
+ 26.53%
$156.14 - $190.72 $157K - $192K
4.8K $859M
CNC
Centene Corp

Healthcare
1.74K
+ 12.96%
$64.89 - $80.23 $113K - $139K
15.1K $1.14B
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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.55K
+ 2.59%
$49.93 - $51.15 $127K - $131K
101K $5.16B
FLEX
Flex Ltd.

Technology
2.49K
+ 7.4%
$28.1 - $34.0 $69.9K - $84.6K
36.1K $1.21B
DE
Deere & CO

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

Healthcare
317
+ 9.13%
$319.12 - $367.1 $101K - $116K
3.79K $1.31B
SLB
Schlumberger Limited

Energy
7.18K
+ 27.49%
$39.57 - $49.67 $284K - $357K
33.3K $1.4B
MAS
Masco Corp

Industrials
34
+ 0.37%
$64.7 - $83.94 $2.2K - $2.85K
9.24K $776M
PAYC
Paycom Software, Inc.

Technology
413
+ 10.61%
$140.16 - $173.86 $57.9K - $71.8K
4.31K $717M
SJM
J M Smucker CO

Consumer Defensive
635
+ 10.27%
$109.12 - $122.4 $69.3K - $77.7K
6.82K $826M
TDY
Teledyne Technologies Inc

Technology
215
+ 19.03%
$381.47 - $437.71 $82K - $94.1K
1.35K $588M
MCD
Mcdonalds Corp

Consumer Cyclical
47
+ 2.11%
$245.82 - $304.51 $11.6K - $14.3K
2.28K $694M
FE
Firstenergy Corp

Utilities
417
+ 2.5%
$38.25 - $44.54 $16K - $18.6K
17.1K $759M
EMN
Eastman Chemical CO

Basic Materials
599
+ 17.95%
$93.82 - $113.74 $56.2K - $68.1K
3.94K $441M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
889
+ 25.94%
$111.59 - $129.08 $99.2K - $115K
4.32K $512M
PPL
Ppl Corp

Utilities
1.8K
+ 20.6%
$27.36 - $33.08 $49.1K - $59.4K
10.5K $348M
AJG
Arthur J. Gallagher & Co.

Financial Services
133
+ 5.54%
$259.22 - $299.75 $34.5K - $39.9K
2.54K $713M
NICE
Nice Ltd.

Technology
488
+ 23.68%
$154.95 - $184.96 $75.6K - $90.3K
2.55K $443M
EXPE
Expedia Group, Inc.

Consumer Cyclical
45
+ 1.44%
$112.12 - $149.09 $5.05K - $6.71K
3.18K $471M
GD
General Dynamics Corp

Industrials
24
+ 0.46%
$279.51 - $308.09 $6.71K - $7.39K
5.2K $1.57B
CAE
Cae Inc

Industrials
3.36K
+ 24.94%
$16.29 - $19.28 $54.7K - $64.7K
16.8K $315M
AMGN
Amgen Inc

Healthcare
32
+ 0.68%
$309.38 - $337.38 $9.9K - $10.8K
4.74K $1.53B
AMD
Advanced Micro Devices Inc

Technology
256
+ 3.62%
$128.67 - $183.96 $32.9K - $47.1K
7.33K $1.2B
EQT
Eqt Corp

Energy
1.54K
+ 27.46%
$30.21 - $37.21 $46.6K - $57.4K
7.16K $262M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.22%
$200.87 - $224.6 $1.21K - $1.35K
2.78K $614M
STE
Steris PLC

Healthcare
88
+ 8.45%
$213.51 - $247.14 $18.8K - $21.7K
1.13K $274M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
617
+ 3.85%
$47.01 - $48.2 $29K - $29.7K
16.6K $800M
CSGP
Costar Group, Inc.

Real Estate
470
+ 12.66%
$71.59 - $79.61 $33.6K - $37.4K
4.18K $315M
REZI
Resideo Technologies, Inc.

Industrials
958
+ 5.35%
$17.98 - $22.72 $17.2K - $21.8K
18.9K $380M
Jacobs Solutions Inc
705
+ 9.8%
N/A
7.9K $1.03B
IDXX
Idexx Laboratories Inc

Healthcare
17
+ 3.91%
$455.08 - $517.19 $7.74K - $8.79K
452 $228M
BKR
Baker Hughes CO

Energy
6
+ 0.08%
$32.92 - $38.72 $198 - $232
7.7K $278M
NXPI
Nxp Semiconductors N.V.

Technology
267
+ 13.11%
$225.14 - $290.78 $60.1K - $77.6K
2.3K $553M
Ats Corporation
1.38K
+ 12.32%
N/A
12.6K $367M
RJF
Raymond James Financial Inc

Financial Services
8
+ 0.46%
$106.39 - $125.13 $851 - $1K
1.77K $216M
ASH
Ashland Global Holdings Inc

Basic Materials
325
+ 5.5%
$81.74 - $97.42 $26.6K - $31.7K
6.23K $542M
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email