Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5B
$211 Million 0.01% of portfolio
539
Q3 2024 Reduced 0.55%
$67.4B
$230 Million 0.01% of portfolio
1,943
Q3 2024 New
$32.9B
$303 Million 0.01% of portfolio
7,074
Q3 2024 Reduced 6.71%
$22.5B
$391 Million 0.01% of portfolio
2,169
Q3 2024 Reduced 52.52%
$28.1B
$471 Million 0.01% of portfolio
3,179
Q3 2024 Added 1.44%
$44.3B
$278 Million 0.01% of portfolio
7,697
Q3 2024 Added 0.08%
$15.9B
$291 Million 0.01% of portfolio
5,439
Q3 2024 New
$32.5B
$315 Million 0.01% of portfolio
4,182
Q3 2024 Added 12.66%
$11.2B
$443 Million 0.01% of portfolio
2,549
Q3 2024 Added 23.68%
$23.8B
$229 Million 0.01% of portfolio
952
Q3 2024 New
$50.7B
$412 Million 0.01% of portfolio
2,738
Q3 2024 Reduced 4.93%
$25.4B
$348 Million 0.01% of portfolio
10,515
Q3 2024 Added 20.6%
$84.9B
$261 Million 0.01% of portfolio
1,413
Q3 2024 Reduced 0.91%
$28.4B
$415 Million 0.01% of portfolio
20,305
Q3 2024 New
$24.1B
$237 Million 0.01% of portfolio
1,847
Q3 2024 Reduced 0.43%
$19.3B
$232 Million 0.01% of portfolio
5,925
Q3 2024 New
$136B
$208 Million 0.01% of portfolio
1,589
Q3 2024 New
$32.3B
$341 Million 0.01% of portfolio
3,116
Q3 2024 Reduced 2.01%
$21.4B
$274 Million 0.01% of portfolio
1,129
Q3 2024 Added 8.45%
$17.6B
$250 Million 0.01% of portfolio
7,727
Q3 2024 Added 13.25%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $3.31 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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