Dynasty Wealth Management, LLC Reduced Holdings in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.54M
- 43.04%
$60.19 - $64.39 $92.8M - $99.3M
2.04M $126B
SPY
Spdr S&P 500 ETF Trust

ETFs
-401K
- 77.08%
$567.81 - $607.81 $228M - $244M
119K $69.9B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-228K
- 49.7%
$75.1 - $82.99 $17.1M - $18.9M
231K $17.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-22.9K
- 0.77%
$96.64 - $101.23 $2.21M - $2.32M
2.95M $286B
VGSH
Vanguard

ETFs
-125K
- 52.73%
$58.02 - $58.88 $7.24M - $7.35M
112K $6.51B
MBB
Ishares Tr

ETFs
-429K
- 17.88%
$91.26 - $95.82 $39.1M - $41.1M
1.97M $181B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-48.4K
- 8.72%
$69.58 - $74.87 $3.37M - $3.62M
506K $35.5B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17.3K
- 7.28%
$174.22 - $187.62 $3.01M - $3.24M
220K $38.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-27.5K
- 39.64%
$180.88 - $232.93 $4.98M - $6.42M
41.9K $9.2B
AAPL
Apple Inc.

Technology
-14.4K
- 32.6%
$221.69 - $259.02 $3.2M - $3.74M
29.8K $7.47B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.56K
- 76.26%
$501.29 - $612.85 $1.78M - $2.18M
1.11K $576M
BOND
Pimco Active Bond Exchange Tra

ETFs
-35.1K
- 87.34%
$90.42 - $94.5 $3.18M - $3.32M
5.09K $460M
ICLR
Icon PLC

Healthcare
-3.34K
- 46.63%
$187.22 - $297.57 $625K - $993K
3.82K $801M
LEN
Lennar Corp

Consumer Cyclical
-5.43K
- 72.76%
$136.2 - $188.96 $739K - $1.03M
2.03K $277M
CI
Cigna Corp

Healthcare
-2.88K
- 76.0%
$265.59 - $358.58 $765K - $1.03M
909 $251M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-23.5K
- 57.59%
$32.93 - $39.8 $775K - $936K
17.3K $580M
UNH
Unitedhealth Group Inc

Healthcare
-165
- 1.52%
$485.52 - $625.25 $80.1K - $103K
10.7K $5.41B
ADBE
Adobe Inc.

Technology
-1.23K
- 22.96%
$437.39 - $552.96 $537K - $678K
4.12K $1.83B
CVE
Cenovus Energy Inc.

Energy
-51.9K
- 67.19%
$14.35 - $18.36 $744K - $952K
25.3K $384M
NKE
Nike, Inc.

Consumer Cyclical
-9.4K
- 72.29%
$73.36 - $89.13 $690K - $838K
3.6K $273M
AVTR
Avantor, Inc.

Basic Materials
-21.3K
- 38.45%
$19.72 - $25.54 $419K - $543K
34K $717M
SLB
Schlumberger Limited

Energy
-15.4K
- 46.24%
$36.83 - $45.59 $567K - $702K
17.9K $686M
BLDR
Builders First Source, Inc.

Industrials
-2.55K
- 37.88%
$142.93 - $198.25 $364K - $505K
4.18K $597M
TECK
Teck Resources LTD

Basic Materials
-10.6K
- 46.61%
$39.99 - $52.38 $426K - $558K
12.2K $494M
MCHP
Microchip Technology Inc

Technology
-3.88K
- 21.74%
$55.51 - $79.05 $216K - $307K
14K $802M
IT
Gartner Inc

Technology
-951
- 30.87%
$481.22 - $551.8 $458K - $525K
2.13K $1.03B
NVO
Novo Nordisk A S

Healthcare
-1.21K
- 10.32%
$85.0 - $120.04 $103K - $146K
10.5K $907M
URI
United Rentals, Inc.

Industrials
-361
- 19.03%
$704.44 - $880.32 $254K - $318K
1.54K $1.08B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.63K
- 3.56%
$71.75 - $75.11 $189K - $198K
71.5K $5.14B
MU
Micron Technology Inc

Technology
-908
- 5.33%
$84.16 - $113.41 $76.4K - $103K
16.1K $1.36B
AMGN
Amgen Inc

Healthcare
-442
- 9.32%
$258.78 - $328.31 $114K - $145K
4.3K $1.12B
AMAT
Applied Materials Inc

Technology
-699
- 10.26%
$161.44 - $213.89 $113K - $150K
6.11K $994M
MS
Morgan Stanley

Financial Services
-6.66K
- 31.43%
$104.42 - $134.99 $695K - $898K
14.5K $1.83B
PSX
Phillips 66

Energy
-1.85K
- 28.57%
$110.35 - $138.93 $205K - $258K
4.64K $528M
GD
General Dynamics Corp

Industrials
-396
- 7.61%
$260.28 - $314.03 $103K - $124K
4.81K $1.27B
OMC
Omnicom Group Inc.

Communication Services
-770
- 6.41%
$85.82 - $105.47 $66.1K - $81.2K
11.3K $968M
FANG
Diamondback Energy, Inc.

Energy
-1.13K
- 11.29%
$153.06 - $199.5 $173K - $225K
8.87K $1.45B
NXPI
Nxp Semiconductors N.V.

Technology
-715
- 31.05%
$207.27 - $255.58 $148K - $183K
1.59K $330M
LDOS
Leidos Holdings, Inc.

Technology
-265
- 3.14%
$143.17 - $201.39 $37.9K - $53.4K
8.19K $1.18B
CB
Chubb LTD

Financial Services
-531
- 13.84%
$271.57 - $301.89 $144K - $160K
3.31K $913M
EFX
Equifax Inc

Industrials
-6
- 0.13%
$245.03 - $293.5 $1.47K - $1.76K
4.62K $1.18B
COTY
Coty Inc.

Consumer Defensive
-14.8K
- 46.3%
$6.92 - $9.36 $102K - $138K
17.1K $119M
CNQ
Canadian Natural Resources LTD

Energy
-1.51K
- 5.22%
$29.51 - $37.6 $44.5K - $56.7K
27.3K $844M
CCK
Crown Holdings Inc

Consumer Cyclical
-487
- 8.85%
$81.89 - $97.79 $39.9K - $47.6K
5.02K $415M
MGM
Mgm Resorts International

Consumer Cyclical
-881
- 5.36%
$33.44 - $41.99 $29.5K - $37K
15.5K $539M
EMN
Eastman Chemical CO

Basic Materials
-196
- 4.98%
$90.03 - $110.64 $17.6K - $21.7K
3.74K $342M
ALLE
Allegion PLC

Industrials
-61
- 1.53%
$130.63 - $153.36 $7.97K - $9.35K
3.92K $512M
STE
Steris PLC

Healthcare
-118
- 10.45%
$204.34 - $235.7 $24.1K - $27.8K
1.01K $208M
DELL
Dell Technologies Inc.

Technology
-219
- 2.47%
$111.96 - $144.21 $24.5K - $31.6K
8.63K $995M
Activity Summary
Buys All Purchases 170 New Holdings 52 Increased Positions 118 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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