Dynasty Wealth Management, LLC New Holdings in Q3 2025

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EUSA
Ishares Msci Usa Equal Weighte

ETFs
515K
New
$99.08 - $103.57 $51.1M - $53.4M
515K $53.1B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
792K
New
$50.09 - $50.73 $39.6M - $40.2M
792K $40B
IYF
Ishares Tr

ETFs
273K
New
$119.89 - $127.16 $32.8M - $34.7M
273K $34.6B
NVDA
Nvidia Corp

Technology
148K
New
$153.3 - $186.58 $22.7M - $27.6M
148K $27.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
287K
New
$62.09 - $66.51 $17.8M - $19.1M
287K $18.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
35.5K
New
$420.11 - $472.68 $14.9M - $16.8M
35.5K $16.6B
AVGO
Broadcom Inc.

Technology
28.4K
New
$264.74 - $369.57 $7.52M - $10.5M
28.4K $9.37B
J P Morgan Exchange Traded F
171K
New
N/A
171K $9.24B
JPM
Jpmorgan Chase & CO

Financial Services
28.7K
New
$282.78 - $316.06 $8.1M - $9.06M
28.7K $9.04B
MEM
Matthews Asia Fds Emerging Mar
206K
New
N/A
206K $7.48B
GOOG
Alphabet Inc.

Communication Services
26.7K
New
$175.16 - $255.24 $4.67M - $6.81M
26.7K $6.5B
ABBV
Abb Vie Inc.

Healthcare
21K
New
$184.85 - $231.54 $3.89M - $4.87M
21K $4.87B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
90.3K
New
$49.09 - $50.58 $4.43M - $4.57M
90.3K $4.56B
Ab Active Etfs Inc
173K
New
N/A
173K $4.39B
V
Visa Inc.

Financial Services
12.5K
New
$332.09 - $358.86 $4.14M - $4.48M
12.5K $4.26B
NEM
Newmont Corp

Basic Materials
46.6K
New
$57.35 - $85.25 $2.67M - $3.97M
46.6K $3.93B
AZN
Astrazeneca PLC

Healthcare
42.6K
New
$68.72 - $82.11 $2.93M - $3.5M
42.6K $3.27B
NFLX
Netflix Inc

Communication Services
2.68K
New
$1147.87 - $1297.18 $3.07M - $3.47M
2.68K $3.21B
PLTR
Palantir Technologies Inc.

Technology
14.5K
New
$130.68 - $186.97 $1.9M - $2.72M
14.5K $2.65B
ASML
Asml Holding Nv

Technology
2.69K
New
$689.63 - $968.09 $1.85M - $2.6M
2.69K $2.6B
COF
Capital One Financial Corp

Financial Services
11.8K
New
$207.29 - $229.74 $2.44M - $2.7M
11.8K $2.5B
ALL
Allstate Corp

Financial Services
11K
New
$192.0 - $214.65 $2.12M - $2.36M
11K $2.36B
SUB
Ishares Short Term National Mu

ETFs
22.1K
New
$106.17 - $107.3 $2.34M - $2.37M
22.1K $2.36B
SHOP
Shopify Inc.

Technology
15.5K
New
$112.11 - $157.12 $1.74M - $2.43M
15.5K $2.3B
LHX
L3 Harris Technologies, Inc.

Industrials
6.74K
New
$252.18 - $305.41 $1.7M - $2.06M
6.74K $2.06B
SHEL
Shell PLC

Energy
28.5K
New
$69.82 - $73.93 $1.99M - $2.11M
28.5K $2.04B
DGX
Quest Diagnostics Inc

Healthcare
9.75K
New
N/A
9.75K $1.86B
SAN
Banco Santander, S.A.

Financial Services
166K
New
$8.27 - $10.48 $1.38M - $1.74M
166K $1.74B
RBLX
Roblox Corp

Communication Services
11.6K
New
$100.65 - $141.56 $1.17M - $1.64M
11.6K $1.6B
HSBC
Hsbc Holdings PLC

Financial Services
22K
New
$60.27 - $70.98 $1.33M - $1.56M
22K $1.56B
AMD
Advanced Micro Devices Inc

Technology
9.41K
New
$134.8 - $184.42 $1.27M - $1.73M
9.41K $1.52B
NVS
Novartis Ag

Healthcare
11.6K
New
$113.5 - $129.73 $1.32M - $1.51M
11.6K $1.49B
TTE
Total Energies Se

Energy
24.8K
New
N/A
24.8K $1.48B
ETR
Entergy Corp

Utilities
14.9K
New
$80.93 - $93.55 $1.21M - $1.4M
14.9K $1.39B
SONY
Sony Group Corp

Technology
45.7K
New
$23.92 - $30.07 $1.09M - $1.37M
45.7K $1.32B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9.61K
New
$96.73 - $137.09 $929K - $1.32M
9.61K $1.27B
MDT
Medtronic PLC

Healthcare
11.6K
New
$87.67 - $95.74 $1.02M - $1.11M
11.6K $1.11B
BTI
British American Tobacco P.L.C.

Consumer Defensive
20.4K
New
$46.69 - $59.27 $952K - $1.21M
20.4K $1.08B
HSY
Hershey CO

Consumer Defensive
5.63K
New
$161.95 - $193.45 $912K - $1.09M
5.63K $1.05B
MRK
Merck & Co., Inc.

Healthcare
12.1K
New
$77.6 - $87.37 $943K - $1.06M
12.1K $1.02B
Arista Networks Inc
6.66K
New
N/A
6.66K $970M
SAP
Sap Se

Technology
3.61K
New
$252.42 - $311.93 $911K - $1.13M
3.61K $964M
IONS
Ionis Pharmaceuticals Inc

Healthcare
14.3K
New
$39.94 - $65.42 $573K - $938K
14.3K $938M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.33K
New
$167.28 - $188.45 $891K - $1M
5.33K $897M
E
Eni Spa

Energy
25.1K
New
$32.55 - $35.93 $818K - $903K
25.1K $879M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
45.5K
New
$14.73 - $19.31 $671K - $879K
45.5K $876M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
54.4K
New
$13.29 - $16.05 $724K - $874K
54.4K $868M
BP
Bp PLC

Energy
24.9K
New
$30.25 - $35.69 $752K - $888K
24.9K $857M
ING
Ing Groep Nv

Financial Services
29.9K
New
$22.0 - $26.08 $657K - $779K
29.9K $779M
Activity Summary
Buys All Purchases 232 New Holdings 127 Increased Positions 105 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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