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
WCC
Wesco International Inc

Industrials
546
+ 14.07%
$152.52 - $191.18 $83.3K - $104K
4.43K $702M
BKR
Baker Hughes CO

Energy
684
+ 9.76%
$31.09 - $35.17 $21.3K - $24.1K
7.69K $270M
AJG
Arthur J. Gallagher & Co.

Financial Services
51
+ 2.17%
$230.52 - $265.19 $11.8K - $13.5K
2.4K $623M
EXPE
Expedia Group, Inc.

Consumer Cyclical
508
+ 19.35%
$109.48 - $136.66 $55.6K - $69.4K
3.13K $395M
IT
Gartner Inc

Technology
253
+ 8.42%
$412.59 - $477.44 $104K - $121K
3.26K $1.46B
Ats Corporation
1.24K
+ 12.39%
N/A
11.2K $363M
ICE
Intercontinental Exchange, Inc.

Financial Services
205
+ 4.07%
$126.54 - $138.72 $25.9K - $28.4K
5.24K $717M
FE
Firstenergy Corp

Utilities
731
+ 4.58%
$36.83 - $40.43 $26.9K - $29.6K
16.7K $639M
REZI
Resideo Technologies, Inc.

Industrials
3.16K
+ 21.48%
$19.2 - $22.34 $60.7K - $70.7K
17.9K $350M
CB
Chubb LTD

Financial Services
126
+ 3.38%
$243.01 - $274.28 $30.6K - $34.6K
3.86K $983M
FITB
Fifth Third Bancorp

Financial Services
449
+ 6.29%
$34.09 - $38.98 $15.3K - $17.5K
7.58K $277M
EQT
Eqt Corp

Energy
194
+ 3.58%
$36.04 - $41.92 $6.99K - $8.13K
5.62K $208M
ETSY
Etsy Inc

Consumer Cyclical
673
+ 19.63%
$57.67 - $69.74 $38.8K - $46.9K
4.1K $242M
ABT
Abbott Laboratories

Healthcare
3.29K
+ 9.47%
$100.73 - $112.44 $331K - $369K
38K $3.95B
ES
Eversource Energy

Utilities
246
+ 5.95%
$56.71 - $61.92 $14K - $15.2K
4.38K $248M
PFGC
Performance Food Group CO

Consumer Defensive
1.26K
+ 13.04%
$66.11 - $74.1 $83.4K - $93.4K
10.9K $723M
BR
Broadridge Financial Solutions, Inc.

Technology
247
+ 4.02%
$190.46 - $207.24 $47K - $51.2K
6.39K $1.26B
NOV
Nov Inc.

Energy
399
+ 2.43%
$17.28 - $20.51 $6.89K - $8.18K
16.8K $319M
IDXX
Idexx Laboratories Inc

Healthcare
39
+ 9.85%
$468.04 - $548.53 $18.3K - $21.4K
435 $212M
PNC
Pnc Financial Services Group, Inc.

Financial Services
36
+ 2.59%
$146.54 - $161.4 $5.28K - $5.81K
1.43K $222M
RE
Everest Re Group LTD

Financial Services
15
+ 2.85%
N/A
542 $207M
FIVE
Five Below, Inc

Consumer Cyclical
797
+ 63.56%
$108.97 - $178.88 $86.8K - $143K
2.05K $223M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
269
+ 8.52%
$113.56 - $129.6 $30.5K - $34.9K
3.43K $401M
AZO
Autozone Inc

Consumer Cyclical
29
+ 5.72%
$2739.1 - $3170.04 $79.4K - $91.9K
536 $1.59B
APG
A Pi Group Corp

Industrials
271
+ 2.21%
$35.26 - $39.57 $9.56K - $10.7K
12.5K $471M
ASH
Ashland Global Holdings Inc

Basic Materials
61
+ 1.04%
$93.57 - $101.19 $5.71K - $6.17K
5.9K $558M
BND
Vanguard Bd Index Fd Inc Total

ETFs
426
+ 0.59%
$70.55 - $72.66 $30.1K - $31K
73K $5.26B
SLB
Schlumberger Limited

Energy
3.36K
+ 14.77%
$43.0 - $55.22 $145K - $186K
26.1K $1.23B
AZPN
Aspen Technology, Inc.

Technology
30
+ 1.98%
$188.77 - $221.94 $5.66K - $6.66K
1.54K $306M
OMC
Omnicom Group Inc.

Communication Services
589
+ 5.93%
$88.41 - $97.66 $52.1K - $57.5K
10.5K $943M
USB
Us Bancorp \De\

Financial Services
321
+ 4.92%
$38.45 - $43.95 $12.3K - $14.1K
6.84K $272M
APTV
Aptiv PLC

Consumer Cyclical
292
+ 6.48%
$67.54 - $84.65 $19.7K - $24.7K
4.8K $338M
TDY
Teledyne Technologies Inc

Technology
45
+ 4.15%
$362.5 - $424.93 $16.3K - $19.1K
1.13K $438M
CNC
Centene Corp

Healthcare
1.65K
+ 14.03%
$66.3 - $78.43 $109K - $129K
13.4K $888M
DE
Deere & CO

Industrials
44
+ 3.07%
$364.98 - $414.02 $16.1K - $18.2K
1.48K $551M
FTV
Fortive Corp

Technology
930
+ 9.88%
$72.73 - $84.82 $67.6K - $78.9K
10.3K $766M
OLN
Olin Corp

Basic Materials
348
+ 6.27%
$47.15 - $59.67 $16.4K - $20.8K
5.9K $278M
PSX
Phillips 66

Energy
860
+ 11.15%
$135.85 - $172.71 $117K - $149K
8.57K $1.21B
CSGP
Costar Group, Inc.

Real Estate
325
+ 9.6%
$72.73 - $95.69 $23.6K - $31.1K
3.71K $275M
NICE
Nice Ltd.

Technology
500
+ 32.03%
$161.78 - $254.61 $80.9K - $127K
2.06K $354M
COP
Conocophillips

Energy
636
+ 6.31%
$109.39 - $133.52 $69.6K - $84.9K
10.7K $1.23B
CI
Cigna Corp

Healthcare
151
+ 4.55%
$330.57 - $364.08 $49.9K - $55K
3.47K $1.15B
AON
Aon PLC

Financial Services
6
+ 0.37%
$275.82 - $329.64 $1.65K - $1.98K
1.64K $482M
ADP
Automatic Data Processing Inc

Industrials
50
+ 0.71%
$237.3 - $254.02 $11.9K - $12.7K
7.12K $1.7B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.01K
+ 6.12%
$141.04 - $165.42 $142K - $167K
17.5K $2.65B
ICLR
Icon PLC

Healthcare
253
+ 3.67%
$288.23 - $331.73 $72.9K - $83.9K
7.14K $2.24B
CNQ
Canadian Natural Resources LTD

Energy
13.5K
+ 95.8%
$33.69 - $82.32 $454K - $1.11M
27.6K $981M
RRX
Regal Rexnord Corp

Industrials
449
+ 11.55%
$135.22 - $176.01 $60.7K - $79K
4.34K $587M
Kenvue Inc
1.25K
+ 2.94%
N/A
43.9K $797M
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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