Dynasty Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.31 Trillion distributed in 224 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 $369B, Ishares Core U.S. Aggregate Bo with a value of $301B, Fidelity Covington Tr Value Fa with a value of $297B, Fcf Us Quality ETF with a value of $268B, and Ishares Tr with a value of $198B.
Examining the 13F form we can see an decrease of $82.3B in the current position value, from $3.39T to 3.31T.
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
$3.31 Trillion
Technology: $68.9 Billion
Financial Services: $37.7 Billion
Healthcare: $33.6 Billion
Consumer Cyclical: $33.2 Billion
ETFs: $32.2 Billion
Industrials: $21.3 Billion
Communication Services: $17.5 Billion
Consumer Defensive: $10.4 Billion
Other: $20.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
