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
$58.4B
$772 Million 0.01% of portfolio
10,870
Q1 2025 Reduced 12.3%
$20.1B
$818 Million 0.01% of portfolio
22,444
Q1 2025 Added 84.0%
$47.7B
$744 Million 0.01% of portfolio
2,501
Q1 2025 Reduced 10.96%
$103B
$593 Million 0.01% of portfolio
2,702,694
Q1 2025 Added 117,664.44%
$168B
$835 Million 0.01% of portfolio
10,667
Q1 2025 New
$32.7B
$314 Million 0.01% of portfolio
4,356
Q1 2025 Reduced 15.58%
$8.06B
$518 Million 0.01% of portfolio
14,474
Q1 2025 Added 3.54%
$30.7B
$409 Million 0.01% of portfolio
691
Q1 2025 Added 2.07%
$32.5B
$675 Million 0.01% of portfolio
7,021
Q1 2025 Reduced 1.2%
$26.2B
$720 Million 0.01% of portfolio
10,432
Q1 2025 Added 5.9%
$12.9B
$453 Million 0.01% of portfolio
5,072
Q1 2025 Added 1.08%
$11.3B
$815 Million 0.01% of portfolio
14,394
Q1 2025 Added 2.19%
$43.8B
$741 Million 0.01% of portfolio
8,513
Q1 2025 Added 1.28%
$12.5B
$634 Million 0.01% of portfolio
3,215
Q1 2025 Added 4.59%
$116B
$871 Million 0.01% of portfolio
2,885
Q1 2025 Reduced 12.71%
$4.34B
$472 Million 0.01% of portfolio
14,521
Q1 2025 Added 4.75%
$19.5B
$818 Million 0.01% of portfolio
1,884
Q1 2025 Reduced 0.95%
$36.9B
$897 Million 0.01% of portfolio
29,113
Q1 2025 Added 6.47%
$154B
$720 Million 0.01% of portfolio
1,534
Q1 2025 Reduced 18.23%
$66.3B
$837 Million 0.01% of portfolio
2,423
Q1 2025 Added 1.17%
$31.2B
$876 Million 0.01% of portfolio
2,087
Q1 2025 Reduced 2.02%
$38.8B
$723 Million 0.01% of portfolio
5,842
Q1 2025 Added 3.77%
$26.8B
$523 Million 0.01% of portfolio
33,907
Q1 2025 Added 2.8%
$16.4B
$682 Million 0.01% of portfolio
11,048
Q1 2025 Added 51.9%
$9.4B
$532 Million 0.01% of portfolio
3,293
Q1 2025 Added 1.04%
$26.8B
$497 Million 0.01% of portfolio
2,956
Q1 2025 Reduced 3.93%
$20.1B
$482 Million 0.01% of portfolio
9,030
Q1 2025 Added 4.18%
$9.63B
$355 Million 0.01% of portfolio
4,028
Q1 2025 Added 7.7%
$16.1B
$330 Million 0.01% of portfolio
6,998
Q1 2025 Added 2.67%
$25.5B
$319 Million 0.01% of portfolio
3,528
Q1 2025 Added 84.71%
$32.5B
$704 Million 0.01% of portfolio
16,770
Q1 2025 Added 8.15%
$88.6B
$527 Million 0.01% of portfolio
2,072
Q1 2025 Reduced 0.29%
$20.8B
$604 Million 0.01% of portfolio
4,834
Q1 2025 Added 15.76%
$145B
$764 Million 0.01% of portfolio
10,774
Q1 2025 Added 29.85%
$225B
$737 Million 0.01% of portfolio
160
Q1 2025 Reduced 1.23%
$41.3B
$707 Million 0.01% of portfolio
14,613
Q1 2025 Added 4.53%
$10.9B
$447 Million 0.01% of portfolio
2,901
Q1 2025 Reduced 7.7%
$118B
$313 Million 0.01% of portfolio
3,487
Q1 2025 Added 23.17%
$9.39B
$443 Million 0.01% of portfolio
18,002
Q1 2025 Added 6.5%
$92.7B
$853 Million 0.01% of portfolio
13,440
Q1 2025 Added 272.92%
$216B
$766 Million 0.01% of portfolio
2,453
Q1 2025 Reduced 0.33%
$15.1B
$648 Million 0.01% of portfolio
9,313
Q1 2025 Reduced 0.14%
$33B
$358 Million 0.01% of portfolio
2,738
Q1 2025 Reduced 12.75%
$39.4B
$351 Million 0.01% of portfolio
7,991
Q1 2025 Added 1.1%
$61.6B
$349 Million 0.01% of portfolio
5,676
Q1 2025 Reduced 1.97%
$6.55B
$513 Million 0.01% of portfolio
10,299
Q1 2025 Added 118.11%
$12.3B
$659 Million 0.01% of portfolio
3,764
Q1 2025 Reduced 1.41%
$60.5B
$410 Million 0.01% of portfolio
2,155
Q1 2025 Added 35.71%
$29.4B
$733 Million 0.01% of portfolio
6,384
Q1 2025 Added 214.33%

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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