Dynasty Wealth Management, LLC Reduced Holdings in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-745K
- 25.92%
$70.77 - $76.19 $52.7M - $56.7M
2.13M $155B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-853K
- 37.63%
$50.64 - $51.3 $43.2M - $43.7M
1.41M $72.4B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-423K
- 86.51%
$92.57 - $94.69 $39.1M - $40M
65.9K $6.21B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-443K
- 80.37%
$55.18 - $59.2 $24.4M - $26.2M
108K $6.41B
IYW
Ishares Dj Us Tech ETF

ETFs
-242K
- 27.38%
$124.75 - $153.46 $30.2M - $37.1M
641K $96.5B
VGSH
Vanguard

ETFs
-243K
- 53.23%
$57.55 - $58.0 $14M - $14.1M
214K $12.4B
MEAR
Blackrock Short Maturity Munic

ETFs
-109K
- 45.7%
$49.95 - $50.15 $5.47M - $5.49M
130K $6.52B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20.7K
- 4.65%
$98.69 - $99.57 $2.04M - $2.06M
424K $42.2B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-16.7K
- 2.15%
$66.04 - $71.88 $1.1M - $1.2M
758K $51.7B
SNY
Sanofi

Healthcare
-21K
- 66.89%
$45.39 - $50.36 $954K - $1.06M
10.4K $505M
ACN
Accenture PLC

Technology
-101
- 0.61%
$281.76 - $339.17 $28.5K - $34.3K
16.4K $4.98B
NFLX
Netflix Inc

Communication Services
-1.63K
- 26.82%
$550.64 - $686.12 $896K - $1.12M
4.44K $3B
HD
Home Depot, Inc.

Consumer Cyclical
-1.34K
- 35.7%
$325.1 - $368.03 $434K - $492K
2.41K $828M
PEP
Pepsico Inc

Consumer Defensive
-1.77K
- 13.65%
$163.33 - $183.11 $289K - $324K
11.2K $1.85B
SYK
Stryker Corp

Healthcare
-339
- 4.15%
$324.3 - $354.67 $110K - $120K
7.82K $2.66B
DELL
Dell Technologies Inc.

Technology
-3.62K
- 28.13%
$114.87 - $179.21 $416K - $649K
9.26K $1.28B
HWM
Howmet Aerospace Inc.

Industrials
-4.29K
- 27.78%
$62.93 - $85.28 $270K - $366K
11.1K $865M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-158
- 1.82%
$396.73 - $420.24 $62.7K - $66.4K
8.51K $3.46B
IXC
Ishares Tr Global Energy ETF

ETFs
-3.64K
- 20.51%
$39.86 - $44.76 $145K - $163K
14.1K $586M
EFX
Equifax Inc

Industrials
-113
- 1.96%
$216.2 - $262.74 $24.4K - $29.7K
5.65K $1.37B
JNJ
Johnson & Johnson

Healthcare
-440
- 5.74%
$144.38 - $157.78 $63.5K - $69.4K
7.23K $1.06B
VRT
Vertiv Holdings CO

Industrials
-2.12K
- 27.24%
$75.01 - $106.17 $159K - $225K
5.67K $491M
URI
United Rentals, Inc.

Industrials
-4
- 0.21%
$616.21 - $712.69 $2.46K - $2.85K
1.88K $1.21B
MAS
Masco Corp

Industrials
-171
- 1.82%
$65.48 - $77.9 $11.2K - $13.3K
9.21K $614M
BALL
Ball Corp

Consumer Cyclical
-543
- 4.96%
$60.02 - $70.72 $32.6K - $38.4K
10.4K $624M
TMUS
T Mobile Us, Inc.

Communication Services
-1.1K
- 14.64%
$159.79 - $180.69 $175K - $198K
6.4K $1.13B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-654
- 6.2%
$272.21 - $298.72 $178K - $195K
9.9K $2.94B
COTY
Coty Inc.

Consumer Defensive
-804
- 2.27%
$9.77 - $11.89 $7.86K - $9.56K
34.5K $346M
BP
Bp PLC

Energy
-1.2K
- 5.82%
$34.89 - $39.65 $41.9K - $47.6K
19.4K $701M
ALLE
Allegion PLC

Industrials
-68
- 1.67%
$114.65 - $133.88 $7.8K - $9.1K
4K $473M
PG
Procter & Gamble CO

Consumer Defensive
-581
- 7.09%
$155.33 - $168.56 $90.2K - $97.9K
7.61K $1.26B
CTSH
Cognizant Technology Solutions Corp

Technology
-97
- 1.05%
$64.26 - $71.84 $6.23K - $6.97K
9.18K $624M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-357
- 5.72%
$95.3 - $104.42 $34K - $37.3K
5.88K $591M
LRCX
Lam Research Corp

Technology
-115
- 15.09%
$868.07 - $1089.58 $99.8K - $125K
647 $689M
BOND
Pimco Active Bond Exchange Tra

ETFs
-496
- 9.13%
$89.04 - $91.74 $44.2K - $45.5K
4.94K $450M
LYV
Live Nation Entertainment, Inc.

Communication Services
-44
- 1.36%
$88.27 - $104.88 $3.88K - $4.61K
3.18K $298M
IWM
Ishares Russell 2000 ETF

ETFs
-98
- 3.41%
$192.84 - $209.44 $18.9K - $20.5K
2.78K $563M
MU
Micron Technology Inc

Technology
-1.68K
- 12.26%
$106.77 - $153.45 $179K - $258K
12K $1.58B
ROST
Ross Stores, Inc.

Consumer Cyclical
-26
- 0.89%
$127.68 - $150.38 $3.32K - $3.91K
2.88K $419M
INTU
Intuit Inc

Technology
-57
- 1.36%
$562.97 - $670.27 $32.1K - $38.2K
4.13K $2.71B
SCHW
Schwab Charles Corp

Financial Services
-48
- 0.41%
$70.03 - $78.9 $3.36K - $3.79K
11.7K $859M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-125
- 1.51%
$66.35 - $75.97 $8.29K - $9.5K
8.16K $594M
HLI
Houlihan Lokey, Inc.

Financial Services
-13
- 0.34%
$122.38 - $136.8 $1.59K - $1.78K
3.85K $519M
PINS
Pinterest, Inc.

Communication Services
-196
- 2.79%
$32.4 - $44.98 $6.35K - $8.82K
6.82K $301M
TXN
Texas Instruments Inc

Technology
-161
- 1.87%
$159.68 - $202.54 $25.7K - $32.6K
8.45K $1.64B
KLAC
Kla Corp

Technology
-21
- 0.94%
$628.16 - $863.31 $13.2K - $18.1K
2.21K $1.82B
AAPL
Apple Inc.

Technology
-2.13K
- 5.97%
$165.0 - $216.67 $351K - $461K
33.6K $7.07B
GOOGL
Alphabet Inc.

Communication Services
-3.34K
- 5.2%
$150.53 - $185.41 $503K - $620K
60.9K $11.1B
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.97K
- 0.12%
$33.83 - $35.94 $168K - $179K
4.26M $151B
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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