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
FTV
Fortive Corp

Technology
225
+ 1.56%
$71.82 - $82.98 $16.2K - $18.7K
14.7K $1.07B
PNC
Pnc Financial Services Group, Inc.

Financial Services
103
+ 6.97%
$168.84 - $202.89 $17.4K - $20.9K
1.58K $272M
DIS
Walt Disney CO

Communication Services
1.05K
+ 10.98%
$96.87 - $114.0 $102K - $120K
10.7K $1.05B
RJF
Raymond James Financial Inc

Financial Services
94
+ 4.89%
$137.62 - $172.64 $12.9K - $16.2K
2.02K $280M
FITB
Fifth Third Bancorp

Financial Services
42
+ 0.63%
$37.48 - $44.96 $1.57K - $1.89K
6.75K $265M
EFX
Equifax Inc

Industrials
119
+ 2.57%
$235.63 - $278.34 $28K - $33.1K
4.74K $1.15B
DFS
Discover Financial Services

Financial Services
33
+ 0.29%
$152.99 - $203.25 $5.05K - $6.71K
11.4K $1.95B
USFD
Us Foods Holding Corp.

Consumer Defensive
436
+ 1.65%
$63.38 - $72.02 $27.6K - $31.4K
26.9K $1.76B
PTC
Ptc Inc.

Technology
83
+ 5.76%
$153.3 - $193.48 $12.7K - $16.1K
1.53K $236M
VST
Vistra Corp.

Utilities
105
+ 4.86%
$108.49 - $191.89 $11.4K - $20.1K
2.27K $266M
USB
Us Bancorp \De\

Financial Services
294
+ 3.26%
$40.92 - $50.9 $12K - $15K
9.3K $393M
DT
Dynatrace, Inc.

Technology
182
+ 2.67%
$47.15 - $62.42 $8.58K - $11.4K
7K $330M
PFGC
Performance Food Group CO

Consumer Defensive
81
+ 0.82%
$74.86 - $90.93 $6.06K - $7.37K
9.95K $782M
CRH.L
Crh PLC

Basic Materials
322
+ 1.6%
N/A
20.4K $1.8B
Ats Corporation
196
+ 1.54%
N/A
12.9K $322M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 2.62%
$347.25 - $424.87 $47.2K - $57.8K
5.33K $1.95B
Jacobs Solutions Inc
253
+ 3.2%
N/A
8.16K $986M
DELL
Dell Technologies Inc.

Technology
1.51K
+ 17.46%
$90.34 - $124.66 $136K - $188K
10.1K $924M
CLH
Clean Harbors Inc

Industrials
141
+ 4.59%
$188.14 - $246.1 $26.5K - $34.7K
3.22K $634M
RHI
Robert Half International Inc.

Industrials
1.16K
+ 13.47%
$51.96 - $71.3 $60.4K - $82.9K
9.8K $535M
KEYS
Keysight Technologies, Inc.

Technology
123
+ 1.42%
$148.16 - $185.11 $18.2K - $22.8K
8.77K $1.31B
HBAN
Huntington Bancshares Inc

Financial Services
3.12K
+ 3.18%
$14.28 - $17.39 $44.5K - $54.2K
101K $1.52B
FIS
Fidelity National Information Services, Inc.

Technology
601
+ 2.73%
$68.12 - $83.42 $40.9K - $50.1K
22.6K $1.69B
REZI
Resideo Technologies, Inc.

Industrials
512
+ 2.68%
$16.92 - $23.77 $8.66K - $12.2K
19.6K $347M
MCHP
Microchip Technology Inc

Technology
633
+ 4.53%
$48.41 - $64.3 $30.6K - $40.7K
14.6K $707M
EMR
Emerson Electric CO

Industrials
257
+ 2.86%
$108.64 - $131.17 $27.9K - $33.7K
9.23K $1.01B
MSCI
Msci Inc.

Financial Services
35
+ 0.93%
$541.46 - $628.34 $19K - $22K
3.81K $2.16B
HON
Honeywell International Inc

Industrials
224
+ 1.98%
$202.75 - $226.52 $45.4K - $50.7K
11.6K $2.45B
MS
Morgan Stanley

Financial Services
115
+ 0.79%
$111.68 - $141.08 $12.8K - $16.2K
14.6K $1.71B
Smurfit Westrock PLC
446
+ 2.67%
N/A
17.2K $773M
AVTR
Avantor, Inc.

Basic Materials
1.64K
+ 4.81%
$15.5 - $22.57 $25.3K - $36.9K
35.7K $578M
APP
App Lovin Corp

Technology
2.7M
+ 117664.44%
$238.08 - $510.13 $643M - $1.38B
2.7M $593M
ABNB
Airbnb, Inc.

Consumer Cyclical
276
+ 1.79%
$119.38 - $161.42 $32.9K - $44.6K
15.7K $1.88B
RRX
Regal Rexnord Corp

Industrials
128
+ 3.09%
$113.85 - $167.1 $14.6K - $21.4K
4.27K $486M
AXP
American Express CO

Financial Services
113
+ 1.65%
$255.39 - $325.87 $28.9K - $36.8K
6.94K $1.87B
HPE
Hewlett Packard Enterprise CO

Technology
925
+ 2.8%
$14.77 - $24.42 $13.7K - $22.6K
33.9K $523M
FLEX
Flex Ltd.

Technology
276
+ 0.75%
$32.92 - $44.46 $9.09K - $12.3K
37.2K $1.23B
DAL
Delta Air Lines, Inc.

Industrials
1.26K
+ 8.15%
$43.6 - $69.06 $55.1K - $87.3K
16.8K $704M
UAL
United Airlines Holdings, Inc.

Industrials
581
+ 5.9%
$69.05 - $110.52 $40.1K - $64.2K
10.4K $720M
VB
Vanguard Small Cap ETF

ETFs
1.05K
+ 3.11%
$217.89 - $252.64 $229K - $266K
34.9K $7.73B
GOOG
Alphabet Inc.

Communication Services
261
+ 1.18%
$156.06 - $207.71 $40.7K - $54.2K
22.4K $3.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.85K
+ 1.5%
$168.16 - $186.21 $1.32M - $1.46M
532K $90.9B
SPYG
Spdr Portfolio

ETFs
214K
+ 6.05%
$80.05 - $92.39 $17.1M - $19.8M
3.76M $302B
IVV
Ishares Core S&P 500 ETF

ETFs
4.48K
+ 0.54%
$554.06 - $615.85 $2.48M - $2.76M
830K $467B
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
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