Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.99T
$16.8 Billion 0.5% of portfolio
87,003
Q2 2024 Added 3.02%
$3.04T
$11.6 Billion 0.34% of portfolio
25,990
Q2 2024 Added 3.64%
$1.02T
$11.1 Billion 0.33% of portfolio
60,873
Q2 2024 Reduced 5.2%
$3.57T
$7.07 Billion 0.21% of portfolio
33,550
Q2 2024 Reduced 5.97%
$1.04T
$5.99 Billion 0.18% of portfolio
32,637
Q2 2024 Added 10.41%
$522B
$5.93 Billion 0.17% of portfolio
11,645
Q2 2024 Added 1.38%
$482B
$4.99 Billion 0.15% of portfolio
11,304
Q2 2024 Added 4.56%
$217B
$4.98 Billion 0.15% of portfolio
16,405
Q2 2024 Reduced 0.61%
$645B
$4.73 Billion 0.14% of portfolio
23,385
Q2 2024 Added 5.05%
$206B
$3.95 Billion 0.12% of portfolio
37,992
Q2 2024 Added 9.47%
$477B
$3.6 Billion 0.11% of portfolio
13,732
Q2 2024 Added 13.38%
$588B
$3.46 Billion 0.1% of portfolio
8,505
Q2 2024 Reduced 1.82%
$336B
$3 Billion 0.09% of portfolio
4,441
Q2 2024 Reduced 26.82%
$218B
$3.14 Billion 0.09% of portfolio
5,679
Q2 2024 Added 8.83%
$298B
$3.17 Billion 0.09% of portfolio
12,329
Q2 2024 Added 8.06%
$457B
$2.62 Billion 0.08% of portfolio
18,549
Q2 2024 Added 26.6%
$224B
$2.39 Billion 0.07% of portfolio
4,303
Q2 2024 Added 2.72%
$202B
$1.9 Billion 0.06% of portfolio
18,788
Q2 2024 Added 9.85%
$242B
$1.85 Billion 0.05% of portfolio
31,181
Q2 2024 Added 6.36%
$202B
$1.55 Billion 0.05% of portfolio
6,683
Q2 2024 Added 1.67%
$224B
$1.85 Billion 0.05% of portfolio
27,317
Q2 2024 Added 6.97%
$248B
$1.75 Billion 0.05% of portfolio
12,250
Q2 2024 Added 8.99%
$229B
$1.85 Billion 0.05% of portfolio
11,197
Q2 2024 Reduced 13.65%
$391B
$1.26 Billion 0.04% of portfolio
7,613
Q2 2024 Reduced 7.09%
$279B
$1.13 Billion 0.03% of portfolio
6,403
Q2 2024 Reduced 14.64%
$414B
$1.06 Billion 0.03% of portfolio
7,227
Q2 2024 Reduced 5.74%
$766B
$889 Million 0.03% of portfolio
982
Q2 2024 Added 9.48%
$227B
$1.15 Billion 0.03% of portfolio
7,077
Q2 2024 Added 17.99%
$354B
$1.1 Billion 0.03% of portfolio
6,417
Q2 2024 New
$215B
$569 Million 0.02% of portfolio
2,232
Q2 2024 Added 32.94%
$405B
$828 Million 0.02% of portfolio
2,406
Q2 2024 Reduced 35.7%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $3.39 Trillion
  • Prior Value $3.14 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 28 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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