Dynasty Wealth Management, LLC Reduced Holdings in Q3 2025

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
-181K
- 80.18%
N/A
44.8K $14.9B
J P Morgan Exchange Traded F
-586K
- 98.87%
N/A
6.69K $435M
VTI
Vanguard Total Stock Market Et

ETFs
-92.2K
- 85.12%
$303.93 - $329.86 $28M - $30.4M
16.1K $5.29B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-305K
- 64.45%
$87.29 - $93.61 $26.6M - $28.5M
168K $15.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-197K
- 18.72%
$85.01 - $90.35 $16.8M - $17.8M
856K $76.5B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-188K
- 20.36%
$50.9 - $52.37 $9.59M - $9.87M
737K $38.5B
VGSH
Vanguard

ETFs
-132K
- 54.02%
$58.43 - $58.88 $7.72M - $7.78M
112K $6.62B
VB
Vanguard Small Cap ETF

ETFs
-32.3K
- 95.75%
$237.58 - $259.17 $7.66M - $8.36M
1.43K $364M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-144K
- 70.87%
$49.43 - $54.52 $7.09M - $7.82M
59K $3.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-42.3K
- 20.46%
$181.56 - $190.33 $7.68M - $8.05M
165K $31.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-61.9K
- 83.73%
$78.11 - $79.07 $4.83M - $4.89M
12K $948M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-63.8K
- 12.23%
$72.01 - $74.44 $4.59M - $4.75M
458K $33.6B
ZTS
Zoetis Inc.

Healthcare
-23.3K
- 82.13%
$141.13 - $159.19 $3.29M - $3.71M
5.07K $742M
ACN
Accenture PLC

Technology
-11.3K
- 78.56%
$232.56 - $304.78 $2.62M - $3.44M
3.08K $759M
LLY
Eli Lilly & CO

Healthcare
-3.21K
- 77.63%
$625.65 - $812.69 $2.01M - $2.61M
924 $705M
IGF
Ishares Global Infrastructure

ETFs
-38.6K
- 89.69%
$58.29 - $61.43 $2.25M - $2.37M
4.44K $271M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.38K
- 71.62%
$339.37 - $366.46 $2.16M - $2.34M
2.53K $923M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7.01K
- 48.73%
$196.15 - $217.83 $1.37M - $1.53M
7.37K $1.49B
MA
Mastercard Inc

Financial Services
-2.76K
- 22.75%
$550.18 - $598.96 $1.52M - $1.65M
9.36K $5.33B
ABNB
Airbnb, Inc.

Consumer Cyclical
-9.86K
- 70.03%
$118.3 - $142.16 $1.17M - $1.4M
4.22K $512M
TXN
Texas Instruments Inc

Technology
-5.21K
- 78.41%
N/A
1.43K $263M
WDAY
Workday, Inc.

Technology
-4.45K
- 61.74%
$213.69 - $247.69 $952K - $1.1M
2.76K $664M
CSGP
Costar Group, Inc.

Real Estate
-13.1K
- 76.18%
$81.42 - $96.83 $1.07M - $1.27M
4.09K $345M
Corpay Inc
-2.47K
- 39.57%
N/A
3.77K $1.09B
SYK
Stryker Corp

Healthcare
-1.87K
- 27.12%
$368.57 - $403.53 $690K - $755K
5.03K $1.86B
SLB
Schlumberger Limited

Energy
-23.8K
- 49.52%
$32.37 - $37.31 $771K - $888K
24.3K $834M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-12.5K
- 72.51%
$62.54 - $68.42 $782K - $856K
4.74K $320M
FTV
Fortive Corp

Technology
-14.3K
- 70.56%
$46.55 - $53.34 $664K - $761K
5.95K $292M
MSCI
Msci Inc.

Financial Services
-1.27K
- 34.05%
$526.48 - $588.0 $667K - $744K
2.45K $1.39B
FANG
Diamondback Energy, Inc.

Energy
-5.47K
- 38.54%
$134.53 - $152.5 $735K - $834K
8.72K $1.25B
INTU
Intuit Inc

Technology
-503
- 15.59%
$646.03 - $807.39 $325K - $406K
2.72K $1.86B
OWL
Blue Owl Capital Inc.

Financial Services
-25.2K
- 31.77%
$16.93 - $20.8 $426K - $523K
54K $915M
ABT
Abbott Laboratories

Healthcare
-3.95K
- 11.9%
$120.51 - $136.62 $476K - $540K
29.3K $3.92B
ADBE
Adobe Inc.

Technology
-1.2K
- 24.66%
$333.65 - $392.1 $399K - $469K
3.65K $1.29B
IT
Gartner Inc

Technology
-629
- 29.17%
$225.98 - $406.7 $142K - $256K
1.53K $401M
VRSK
Verisk Analytics, Inc.

Industrials
-1.12K
- 38.99%
$242.3 - $312.95 $272K - $351K
1.75K $441M
KO
Coca Cola CO

Consumer Defensive
-5.27K
- 25.02%
$65.67 - $71.67 $346K - $377K
15.8K $1.05B
DE
Deere & CO

Industrials
-802
- 56.64%
$457.26 - $524.37 $367K - $421K
614 $281M
MAS
Masco Corp

Industrials
-6.96K
- 69.15%
$64.44 - $76.07 $448K - $529K
3.1K $219M
TDY
Teledyne Technologies Inc

Technology
-786
- 59.41%
$509.51 - $586.04 $400K - $461K
537 $314M
OMC
Omnicom Group Inc.

Communication Services
-5.99K
- 45.62%
$70.41 - $81.53 $422K - $488K
7.14K $582M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.94K
- 53.97%
$85.61 - $93.54 $337K - $368K
3.36K $305M
ADP
Automatic Data Processing Inc

Industrials
-852
- 13.16%
$288.69 - $310.94 $246K - $265K
5.62K $1.65B
PAYC
Paycom Software, Inc.

Technology
-1.1K
- 25.26%
$208.14 - $238.8 $229K - $263K
3.26K $679M
HON
Honeywell International Inc

Industrials
-422
- 4.09%
$207.7 - $240.4 $87.6K - $101K
9.91K $2.09B
EMR
Emerson Electric CO

Industrials
-2.11K
- 28.41%
$128.6 - $149.63 $272K - $316K
5.32K $698M
KBR
Kbr, Inc.

Industrials
-5.99K
- 57.3%
$45.52 - $51.61 $273K - $309K
4.46K $211M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.01K
- 15.57%
$233.75 - $266.89 $235K - $269K
5.46K $1.3B
APG
A Pi Group Corp

Industrials
-7.09K
- 47.94%
$33.09 - $36.34 $235K - $258K
7.7K $265M
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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