Dynasty Wealth Management, LLC Sells in Q1 2025

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
-121
- 3.93%
$157.11 - $206.52 $19K - $25K
2.96K $497M
DE
Deere & CO

Industrials
-342
- 18.23%
$408.57 - $509.27 $140K - $174K
1.53K $720M
GS
Goldman Sachs Group Inc

Financial Services
-28
- 1.43%
$524.81 - $672.19 $14.7K - $18.8K
1.93K $1.05B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.23%
$4295.4 - $5141.88 $8.59K - $10.3K
160 $737M
TXN
Texas Instruments Inc

Technology
-22
- 0.28%
N/A
7.79K $1.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.27K
- 3.27%
$42.5 - $46.71 $309K - $340K
215K $9.73B
LYV
Live Nation Entertainment, Inc.

Communication Services
-400
- 12.75%
$115.79 - $154.66 $46.3K - $61.9K
2.74K $358M
CB
Chubb LTD

Financial Services
-420
- 12.71%
$257.71 - $301.99 $108K - $127K
2.89K $871M
VRSK
Verisk Analytics, Inc.

Industrials
-308
- 10.96%
$268.63 - $301.33 $82.7K - $92.8K
2.5K $744M
MAS
Masco Corp

Industrials
-13
- 0.14%
$68.67 - $81.85 $893 - $1.06K
9.31K $648M
Rubrik Inc.
-126
- 2.83%
N/A
4.32K $264M
MU
Micron Technology Inc

Technology
-435
- 2.7%
$86.89 - $109.38 $37.8K - $47.6K
15.7K $1.36B
ACGL
Arch Capital Group Ltd.

Financial Services
-85
- 1.2%
$88.13 - $96.94 $7.49K - $8.24K
7.02K $675M
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.1%
$158.56 - $176.26 $1.27K - $1.41K
7.7K $1.31B
SYK
Stryker Corp

Healthcare
-140
- 1.84%
$355.18 - $399.9 $49.7K - $56K
7.47K $2.78B
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.33%
$279.74 - $321.29 $2.24K - $2.57K
2.45K $766M
KLAC
Kla Corp

Technology
-84
- 3.79%
$636.62 - $777.63 $53.5K - $65.3K
2.13K $1.45B
ICE
Intercontinental Exchange, Inc.

Financial Services
-377
- 7.24%
$142.8 - $176.36 $53.8K - $66.5K
4.83K $833M
CASY
Caseys General Stores Inc

Consumer Cyclical
-18
- 0.95%
$378.71 - $442.54 $6.82K - $7.97K
1.88K $818M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-592
- 0.83%
$71.17 - $73.66 $42.1K - $43.6K
70.9K $5.2B
BR
Broadridge Financial Solutions, Inc.

Technology
-181
- 2.66%
$221.46 - $244.83 $40.1K - $44.3K
6.61K $1.6B
JNJ
Johnson & Johnson

Healthcare
-528
- 6.95%
$142.06 - $167.7 $75K - $88.5K
7.07K $1.17B
MA
Mastercard Inc

Financial Services
-184
- 1.78%
$504.67 - $576.31 $92.9K - $106K
10.2K $5.58B
WM
Waste Management Inc

Industrials
-65
- 0.99%
$200.54 - $233.78 $13K - $15.2K
6.52K $1.51B
TMUS
T Mobile Us, Inc.

Communication Services
-65
- 1.11%
$211.3 - $272.83 $13.7K - $17.7K
5.78K $1.54B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-525
- 3.84%
$208.48 - $244.03 $109K - $128K
13.1K $3.2B
V
Visa Inc.

Financial Services
-59
- 0.47%
$306.92 - $362.71 $18.1K - $21.4K
12.5K $4.37B
ABT
Abbott Laboratories

Healthcare
-189
- 0.54%
$111.1 - $140.22 $21K - $26.5K
34.5K $4.58B
EFV
Msci Eafe Value ETF

ETFs
-130K
- 9.91%
$51.88 - $60.73 $6.75M - $7.9M
1.18M $69.7B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.99K
- 0.73%
$97.25 - $104.79 $193K - $208K
269K $27.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.5K
- 0.79%
$87.68 - $94.52 $833K - $898K
1.19M $112B
Activity Summary
Buys All Purchases 166 New Holdings 21 Increased Positions 145 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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