Dynasty Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.39 Trillion distributed in 239 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 $359B, Spdr Portfolio with a value of $279B, Fcf Us Quality ETF with a value of $241B, Ishares Core U.S. Aggregate Bo with a value of $232B, and Blackrock ETF Trust Ii with a value of $181B.
Examining the 13F form we can see an increase of $256B in the current position value, from $3.14T to 3.39T.
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
$3.39 Trillion
Technology: $65.5 Billion
Financial Services: $36.5 Billion
Consumer Cyclical: $35.8 Billion
Healthcare: $32.1 Billion
ETFs: $30.3 Billion
Communication Services: $23.3 Billion
Industrials: $19.7 Billion
Energy: $10.6 Billion
Other: $19.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
