Dynasty Wealth Management, LLC Reduced Holdings in Q3 2024

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-1.86M
- 95.13%
$53.64 - $53.64 $99.8M - $99.8M
95.2K $2.98B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-229K
- 50.36%
$162.64 - $179.3 $37.2M - $41M
226K $40.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
-91.7K
- 58.36%
$84.77 - $97.13 $7.77M - $8.91M
65.4K $6.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-17.5K
- 20.13%
$161.02 - $200.0 $2.82M - $3.5M
69.5K $12.9B
MSFT
Microsoft Corp

Technology
-6.03K
- 23.19%
$395.15 - $467.56 $2.38M - $2.82M
20K $8.59B
GOOGL
Alphabet Inc.

Communication Services
-9.78K
- 16.07%
$148.65 - $191.18 $1.45M - $1.87M
51.1K $8.47B
GOOG
Alphabet Inc.

Communication Services
-11.2K
- 34.3%
$149.54 - $192.66 $1.67M - $2.16M
21.4K $3.59B
NKE
Nike, Inc.

Consumer Cyclical
-17.6K
- 57.47%
$71.09 - $89.44 $1.25M - $1.57M
13K $1.15B
IGF
Ishares Global Infrastructure

ETFs
-26.6K
- 38.42%
$47.97 - $54.56 $1.28M - $1.45M
42.6K $2.32B
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.95K
- 11.18%
$113.01 - $154.34 $221K - $301K
15.5K $1.97B
PSX
Phillips 66

Energy
-2.08K
- 24.27%
$125.0 - $147.17 $260K - $306K
6.49K $853M
NVO
Novo Nordisk A S

Healthcare
-490
- 4.0%
$119.07 - $145.42 $58.3K - $71.3K
11.8K $1.4B
WFC
Wells Fargo & Company

Financial Services
-4.26K
- 13.67%
$51.58 - $60.97 $220K - $260K
26.9K $1.52B
EXR
Extra Space Storage Inc.

Real Estate
-2.4K
- 52.52%
$151.92 - $183.06 $364K - $439K
2.17K $391M
WCC
Wesco International Inc

Industrials
-1.95K
- 43.99%
$149.47 - $183.24 $291K - $357K
2.48K $416M
CVE
Cenovus Energy Inc.

Energy
-2.54K
- 3.18%
$16.17 - $20.65 $41K - $52.4K
77.2K $1.29B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.02K
- 17.89%
$531.86 - $624.21 $540K - $634K
4.66K $2.88B
V
Visa Inc.

Financial Services
-1.54K
- 11.23%
$253.74 - $291.56 $391K - $450K
12.2K $3.35B
INTU
Intuit Inc

Technology
-143
- 3.46%
$602.97 - $670.49 $86.2K - $95.9K
3.99K $2.48B
APH
Amphenol Corp

Technology
-3.01K
- 19.71%
$58.39 - $70.41 $176K - $212K
12.3K $800M
DELL
Dell Technologies Inc.

Technology
-407
- 4.4%
$87.89 - $145.97 $35.8K - $59.4K
8.85K $1.05B
GS
Goldman Sachs Group Inc

Financial Services
-594
- 21.81%
$459.02 - $510.25 $273K - $303K
2.13K $1.05B
KLAC
Kla Corp

Technology
-84
- 3.81%
$696.17 - $892.35 $58.5K - $75K
2.12K $1.64B
COP
Conocophillips

Energy
-631
- 5.89%
$102.3 - $116.61 $64.6K - $73.6K
10.1K $1.06B
SYK
Stryker Corp

Healthcare
-846
- 10.81%
$315.94 - $371.96 $267K - $315K
6.98K $2.52B
WMT
Walmart Inc.

Consumer Defensive
-6.03K
- 22.06%
$66.91 - $81.4 $403K - $491K
21.3K $1.72B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 20.29%
$3305.62 - $4268.05 $139K - $179K
165 $694M
NOW
Service Now, Inc.

Technology
-663
- 14.96%
$730.87 - $937.36 $485K - $621K
3.77K $3.37B
MA
Mastercard Inc

Financial Services
-1.41K
- 12.51%
$429.6 - $500.99 $607K - $708K
9.89K $4.88B
LLY
Eli Lilly & CO

Healthcare
-72
- 7.33%
$772.14 - $960.02 $55.6K - $69.1K
910 $806M
VRSK
Verisk Analytics, Inc.

Industrials
-279
- 8.76%
$260.31 - $285.99 $72.6K - $79.8K
2.91K $778M
WM
Waste Management Inc

Industrials
-105
- 1.67%
$196.96 - $223.45 $20.7K - $23.5K
6.19K $1.28B
COTY
Coty Inc.

Consumer Defensive
-2.64K
- 7.63%
$8.83 - $10.44 $23.3K - $27.5K
31.9K $300M
TXN
Texas Instruments Inc

Technology
-640
- 7.58%
$194.6 - $194.6 $125K - $125K
7.81K $1.61B
CASY
Caseys General Stores Inc

Consumer Cyclical
-39
- 2.01%
$354.52 - $391.16 $13.8K - $15.3K
1.9K $714M
EFX
Equifax Inc

Industrials
-1.02K
- 18.11%
$236.42 - $307.13 $242K - $315K
4.63K $1.36B
ROST
Ross Stores, Inc.

Consumer Cyclical
-142
- 4.93%
$136.06 - $155.24 $19.3K - $22K
2.74K $412M
RE
Everest Re Group LTD

Financial Services
-3
- 0.55%
N/A
539 $211M
MRVL
Marvell Technology, Inc.

Technology
-123
- 1.52%
$56.15 - $76.24 $6.91K - $9.38K
7.98K $576M
FITB
Fifth Third Bancorp

Financial Services
-509
- 6.71%
$36.01 - $43.64 $18.3K - $22.2K
7.07K $303M
DTE
Dte Energy CO

Utilities
-8
- 0.43%
$108.67 - $128.41 $869 - $1.03K
1.85K $237M
ACGL
Arch Capital Group Ltd.

Financial Services
-442
- 5.97%
$94.47 - $114.25 $41.8K - $50.5K
6.97K $779M
ABT
Abbott Laboratories

Healthcare
-3.08K
- 8.1%
$100.07 - $118.13 $308K - $364K
34.9K $3.98B
USB
Us Bancorp \De\

Financial Services
-159
- 2.32%
$39.04 - $47.23 $6.21K - $7.51K
6.68K $306M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-13
- 0.91%
$156.14 - $187.2 $2.03K - $2.43K
1.41K $261M
LYV
Live Nation Entertainment, Inc.

Communication Services
-64
- 2.01%
$88.06 - $109.5 $5.64K - $7.01K
3.12K $341M
PG
Procter & Gamble CO

Consumer Defensive
-110
- 1.44%
$160.76 - $177.82 $17.7K - $19.6K
7.5K $1.3B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-31
- 0.38%
$72.22 - $81.88 $2.24K - $2.54K
8.13K $640M
VRT
Vertiv Holdings CO

Industrials
-271
- 4.78%
$86.66 - $86.66 $23.5K - $23.5K
5.4K $537M
Activity Summary
Buys All Purchases 141 New Holdings 31 Increased Positions 110 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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