Dynasty Wealth Management, LLC Reduced Holdings in Q2 2025

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
-1.57K
- 2.37%
$44.64 - $47.48 $70K - $74.5K
64.7K $3.07B
INTU
Intuit Inc

Technology
-989
- 23.46%
$544.07 - $787.63 $538K - $779K
3.23K $2.54B
ABC
Amerisourcebergen Corp

Healthcare
-4.2K
- 34.93%
N/A
7.83K $2.35B
IXUS
Ishares Tr

ETFs
-6.49K
- 10.61%
$62.37 - $77.63 $405K - $504K
54.7K $4.23B
SYY
Sysco Corp

Consumer Defensive
-802
- 2.9%
$68.0 - $75.91 $54.5K - $60.9K
26.8K $2.03B
MCK
Mckesson Corp

Healthcare
-313
- 9.93%
$652.83 - $732.78 $204K - $229K
2.84K $2.08B
HON
Honeywell International Inc

Industrials
-1.23K
- 10.6%
$182.86 - $232.88 $224K - $285K
10.3K $2.41B
KO
Coca Cola CO

Consumer Defensive
-300
- 1.41%
$68.37 - $73.9 $20.5K - $22.2K
21.1K $1.49B
USFD
Us Foods Holding Corp.

Consumer Defensive
-4.53K
- 16.82%
$60.47 - $79.12 $274K - $358K
22.4K $1.72B
CRH.L
Crh PLC

Basic Materials
-1.24K
- 6.08%
N/A
19.2K $1.76B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-896
- 14.15%
$283.31 - $388.96 $254K - $349K
5.44K $2.04B
KGC
Kinross Gold Corp

Basic Materials
-21.6K
- 21.4%
$11.79 - $15.85 $254K - $342K
79.3K $1.24B
AXP
American Express CO

Financial Services
-1.19K
- 17.13%
$231.39 - $318.98 $275K - $379K
5.75K $1.84B
WFC
Wells Fargo & Company

Financial Services
-2.99K
- 11.99%
$60.98 - $80.12 $182K - $239K
21.9K $1.76B
BR
Broadridge Financial Solutions, Inc.

Technology
-146
- 2.21%
$217.22 - $246.25 $31.7K - $36K
6.47K $1.57B
NSC
Norfolk Southern Corp

Industrials
-631
- 9.28%
$206.34 - $257.46 $130K - $162K
6.17K $1.58B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.1K
- 2.53%
$43.65 - $45.44 $48.1K - $50.1K
42.5K $1.93B
MPC
Marathon Petroleum Corp

Energy
-1.23K
- 14.44%
$118.55 - $170.08 $146K - $209K
7.28K $1.21B
FE
Firstenergy Corp

Utilities
-626
- 1.99%
$38.31 - $43.17 $24K - $27K
30.9K $1.24B
HBAN
Huntington Bancshares Inc

Financial Services
-12.4K
- 12.22%
$12.49 - $16.76 $154K - $207K
88.7K $1.49B
FIS
Fidelity National Information Services, Inc.

Technology
-2.24K
- 9.9%
$68.14 - $82.13 $152K - $184K
20.4K $1.66B
KLAC
Kla Corp

Technology
-547
- 25.67%
$576.53 - $902.94 $315K - $494K
1.58K $1.42B
UBER
Uber Technologies, Inc

Technology
-6.27K
- 23.08%
$64.62 - $93.3 $405K - $585K
20.9K $1.95B
WM
Waste Management Inc

Industrials
-44
- 0.68%
$216.47 - $242.1 $9.52K - $10.7K
6.47K $1.48B
MS
Morgan Stanley

Financial Services
-2.71K
- 18.5%
$99.83 - $140.86 $270K - $381K
11.9K $1.68B
CNP
Centerpoint Energy Inc

Utilities
-1.25K
- 3.37%
$35.5 - $39.05 $44.2K - $48.6K
35.7K $1.31B
GD
General Dynamics Corp

Industrials
-404
- 8.23%
$247.68 - $291.66 $100K - $118K
4.51K $1.31B
KEYS
Keysight Technologies, Inc.

Technology
-901
- 10.27%
$127.02 - $165.4 $114K - $149K
7.87K $1.29B
MU
Micron Technology Inc

Technology
-4.82K
- 30.74%
$64.72 - $127.91 $312K - $617K
10.9K $1.34B
SCHW
Schwab Charles Corp

Financial Services
-1.77K
- 16.61%
$69.06 - $91.24 $122K - $162K
8.9K $812M
DFS
Discover Financial Services

Financial Services
-1.82K
- 15.88%
$147.04 - $204.07 $267K - $371K
9.63K $1.93B
NEE
Nextera Energy Inc

Utilities
-103
- 0.96%
$64.11 - $75.0 $6.6K - $7.73K
10.7K $741M
FLEX
Flex Ltd.

Technology
-13K
- 34.97%
$26.68 - $50.09 $347K - $652K
24.2K $1.21B
APO
Apollo Global Management, Inc.

Financial Services
-336
- 6.65%
$108.68 - $145.07 $36.5K - $48.7K
4.72K $669M
DELL
Dell Technologies Inc.

Technology
-2.78K
- 27.41%
$71.63 - $125.98 $199K - $350K
7.36K $902M
EFX
Equifax Inc

Industrials
-372
- 7.84%
$205.5 - $280.54 $76.4K - $104K
4.37K $1.13B
EMR
Emerson Electric CO

Industrials
-1.8K
- 19.48%
$94.15 - $133.33 $169K - $240K
7.43K $991M
Jacobs Solutions Inc
-813
- 9.96%
N/A
7.35K $966M
TXN
Texas Instruments Inc

Technology
-1.14K
- 14.68%
N/A
6.64K $1.38B
MCHP
Microchip Technology Inc

Technology
-4.84K
- 33.13%
$35.34 - $71.6 $171K - $347K
9.77K $688M
EMB
Ishares Tr

ETFs
-3.62K
- 2.33%
$86.54 - $92.62 $313K - $335K
152K $14.1B
AN
Autonation, Inc.

Consumer Cyclical
-1.08K
- 20.3%
$155.71 - $201.03 $168K - $217K
4.23K $841M
SHW
Sherwin Williams CO

Basic Materials
-14
- 0.58%
$313.51 - $363.51 $4.39K - $5.09K
2.4K $825M
AMAT
Applied Materials Inc

Technology
-1.54K
- 22.17%
$126.95 - $183.52 $195K - $282K
5.4K $988M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-794
- 14.99%
$160.22 - $209.35 $127K - $166K
4.5K $943M
GS
Goldman Sachs Group Inc

Financial Services
-465
- 24.08%
$462.22 - $707.75 $215K - $329K
1.47K $1.04B
CASY
Caseys General Stores Inc

Consumer Cyclical
-314
- 16.67%
$415.82 - $510.91 $131K - $160K
1.57K $801M
EQT
Eqt Corp

Energy
-1.03K
- 11.35%
$46.11 - $60.44 $47.3K - $62K
8.01K $467M
TDY
Teledyne Technologies Inc

Technology
-70
- 5.03%
$435.54 - $512.31 $30.5K - $35.9K
1.32K $678M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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