Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

Dynasty Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6 Trillion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $467B, Fcf Us Quality ETF with a value of $430B, Blackrock ETF Trust Ii with a value of $309B, Spdr Portfolio with a value of $302B, and Fidelity Merrimack Str Tr Tota with a value of $273B.

Examining the 13F form we can see an increase of $205B in the current position value, from $5.8T to 6T.

Dynasty Wealth Management, LLC is based out at St. Petersburg, FL

Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6 Trillion
Technology: $61.1 Billion
Financial Services: $43.2 Billion
Healthcare: $35.2 Billion
Consumer Cyclical: $28.8 Billion
Industrials: $22.3 Billion
Communication Services: $16.9 Billion
Consumer Defensive: $13.3 Billion
Energy: $9.17 Billion
Other: $14.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$80.4 Billion 1.34% of portfolio
-
Q1 2025 Reduced 10.6%
$2.32T
$11.7 Billion 0.19% of portfolio
61,511
Q1 2025 Added 46.66%
$3.45T
$9.55 Billion 0.16% of portfolio
43,013
Q1 2025 Added 44.2%
$1.14T
$7.77 Billion 0.13% of portfolio
50,247
Q1 2025 Added 57.4%
$3.77T
$7.54 Billion 0.13% of portfolio
20,098
Q1 2025 Reduced 4.4%
$267B
$5.59 Billion 0.09% of portfolio
10,771
Q1 2025 Added 0.75%
$533B
$5.58 Billion 0.09% of portfolio
10,177
Q1 2025 Reduced 1.78%
$855B
$5.25 Billion 0.09% of portfolio
21,392
Q1 2025 Reduced 9.36%
$220B
$4.58 Billion 0.08% of portfolio
34,535
Q1 2025 Reduced 0.54%
$642B
$4.72 Billion 0.08% of portfolio
33,744
Q1 2025 Reduced 9.53%
$181B
$4.35 Billion 0.07% of portfolio
13,948
Q1 2025 Reduced 14.3%
$575B
$4.37 Billion 0.07% of portfolio
12,483
Q1 2025 Reduced 0.47%
$70.8B
$4.47 Billion 0.07% of portfolio
27,176
Q1 2025 Added 17.77%
$256B
$3.37 Billion 0.06% of portfolio
21,207
Q1 2025 Added 3.69%
$1.17T
$3.5 Billion 0.06% of portfolio
22,395
Q1 2025 Added 1.18%
$104B
$3.2 Billion 0.05% of portfolio
13,130
Q1 2025 Reduced 3.84%
$147B
$2.94 Billion 0.05% of portfolio
30,797
Q1 2025 Reduced 0.66%
$149B
$2.78 Billion 0.05% of portfolio
7,471
Q1 2025 Reduced 1.84%
$331B
$3.04 Billion 0.05% of portfolio
14,489
Q1 2025 Added 7.53%
$738B
$3.18 Billion 0.05% of portfolio
3,847
Q1 2025 Added 48.19%
$38.4B
$2.39 Billion 0.04% of portfolio
12,034
Q1 2025 Added 44.52%
$159B
$2.45 Billion 0.04% of portfolio
11,554
Q1 2025 Added 1.98%
$168B
$2.21 Billion 0.04% of portfolio
4,444
Q1 2025 Added 301.45%
$216B
$2.59 Billion 0.04% of portfolio
4,215
Q1 2025 Reduced 3.3%
$102B
$2.12 Billion 0.04% of portfolio
3,153
Q1 2025 Added 6.59%
$42.1B
$2.16 Billion 0.04% of portfolio
3,813
Q1 2025 Added 0.93%
$530B
$1.76 Billion 0.03% of portfolio
1,882
Q1 2025 Reduced 44.6%
$290B
$1.54 Billion 0.03% of portfolio
5,782
Q1 2025 Reduced 1.11%
$23.9B
$1.8 Billion 0.03% of portfolio
-
Q1 2025 Added 1.6%
$71.6B
$2.04 Billion 0.03% of portfolio
536
Q1 2025 Added 1.32%
$25.2B
$1.99 Billion 0.03% of portfolio
12,448
Q1 2025 Added 40.34%
$54.7B
$1.95 Billion 0.03% of portfolio
11,446
Q1 2025 Added 0.29%
$64.9B
$1.61 Billion 0.03% of portfolio
6,797
Q1 2025 Added 4.12%
$194B
$1.52 Billion 0.03% of portfolio
1,905
Q1 2025 Reduced 39.73%
$237B
$1.71 Billion 0.03% of portfolio
14,634
Q1 2025 Added 0.79%
$118B
$1.67 Billion 0.03% of portfolio
15,922
Q1 2025 Added 12.41%
$29.9B
$2.07 Billion 0.03% of portfolio
6,331
Q1 2025 Added 2.69%
$126B
$2.03 Billion 0.03% of portfolio
6,655
Q1 2025 Reduced 8.09%
$37.7B
$1.6 Billion 0.03% of portfolio
6,614
Q1 2025 Reduced 2.66%
$40.6B
$2.07 Billion 0.03% of portfolio
27,637
Q1 2025 Added 3.81%
$48.7B
$1.66 Billion 0.03% of portfolio
39,658
Q1 2025 Added 121.58%
$8.82B
$1.55 Billion 0.03% of portfolio
77,253
Q1 2025 Reduced 1.69%
$301B
$1.53 Billion 0.03% of portfolio
21,351
Q1 2025 New
$27.1B
$1.89 Billion 0.03% of portfolio
52,422
Q1 2025 Added 5.17%
$73.3B
$1.69 Billion 0.03% of portfolio
4,228
Q1 2025 Added 4.58%
$49.6B
$1.69 Billion 0.03% of portfolio
22,587
Q1 2025 Added 2.73%
$24B
$1.52 Billion 0.03% of portfolio
101,087
Q1 2025 Added 3.18%
$227B
$1.87 Billion 0.03% of portfolio
6,942
Q1 2025 Added 1.65%
$93.2B
$1.51 Billion 0.03% of portfolio
6,515
Q1 2025 Reduced 0.99%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $6 Trillion
  • Prior Value $5.8 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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