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
CHWY
Chewy, Inc.

Consumer Cyclical
-4.83K
- 44.91%
$34.27 - $42.33 $166K - $205K
5.93K $240M
AON
Aon PLC

Financial Services
-604
- 13.13%
$350.91 - $375.27 $212K - $227K
4K $1.43B
CAE
Cae Inc

Industrials
-6.75K
- 45.89%
$26.19 - $29.96 $177K - $202K
7.95K $236M
EFX
Equifax Inc

Industrials
-649
- 14.85%
$234.03 - $265.73 $152K - $172K
3.72K $955M
WM
Waste Management Inc

Industrials
-487
- 7.53%
$213.88 - $237.1 $104K - $115K
5.98K $1.32B
CB
Chubb LTD

Financial Services
-413
- 13.94%
$265.99 - $289.59 $110K - $120K
2.55K $720M
EQT
Eqt Corp

Energy
-1.55K
- 19.38%
$49.19 - $59.19 $76.3K - $91.8K
6.45K $351M
MCD
Mcdonalds Corp

Consumer Cyclical
-433
- 16.85%
$291.67 - $316.99 $126K - $137K
2.14K $649M
SHW
Sherwin Williams CO

Basic Materials
-276
- 11.49%
$330.88 - $375.23 $91.3K - $104K
2.13K $737M
APO
Apollo Global Management, Inc.

Financial Services
-226
- 4.79%
$131.55 - $156.05 $29.7K - $35.3K
4.49K $599M
TMUS
T Mobile Us, Inc.

Communication Services
-278
- 4.36%
$226.02 - $259.01 $62.8K - $72K
6.1K $1.46B
NEE
Nextera Energy Inc

Utilities
-1.45K
- 13.59%
$69.77 - $77.54 $101K - $112K
9.22K $696M
NRG
Nrg Energy, Inc.

Utilities
-251
- 14.29%
$144.77 - $173.91 $36.3K - $43.7K
1.51K $244M
MRVL
Marvell Technology, Inc.

Technology
-580
- 13.07%
$62.31 - $84.07 $36.1K - $48.8K
3.86K $324M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-871
- 17.29%
$89.32 - $107.82 $77.8K - $93.9K
4.17K $449M
PFGC
Performance Food Group CO

Consumer Defensive
-1.28K
- 14.64%
$88.19 - $102.08 $113K - $131K
7.49K $779M
ARGX
Argenx Se

Healthcare
-89
- 12.26%
$538.64 - $768.0 $47.9K - $68.4K
637 $470M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-64
- 2.21%
$171.01 - $228.24 $10.9K - $14.6K
2.83K $605M
SYY
Sysco Corp

Consumer Defensive
-648
- 2.41%
$76.33 - $82.51 $49.5K - $53.5K
26.2K $2.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.43K
- 4.1%
$617.65 - $666.84 $2.74M - $2.95M
104K $69.1B
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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