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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.1B
$1.6 Billion 0.03% of portfolio
6,614
Q1 2025 Reduced 2.66%
$40.5B
$2.07 Billion 0.03% of portfolio
27,637
Q1 2025 Added 3.81%
$50B
$1.66 Billion 0.03% of portfolio
39,658
Q1 2025 Added 121.58%
$8.98B
$1.55 Billion 0.03% of portfolio
77,253
Q1 2025 Reduced 1.69%
$299B
$1.53 Billion 0.03% of portfolio
21,351
Q1 2025 New
$26.9B
$1.89 Billion 0.03% of portfolio
52,422
Q1 2025 Added 5.17%
$73.8B
$1.69 Billion 0.03% of portfolio
4,228
Q1 2025 Added 4.58%
$48.9B
$1.69 Billion 0.03% of portfolio
22,587
Q1 2025 Added 2.73%
$24B
$1.52 Billion 0.03% of portfolio
101,087
Q1 2025 Added 3.18%
$230B
$1.87 Billion 0.03% of portfolio
6,942
Q1 2025 Added 1.65%
$94.7B
$1.51 Billion 0.03% of portfolio
6,515
Q1 2025 Reduced 0.99%
$180B
$1.98 Billion 0.03% of portfolio
27,155
Q1 2025 Added 62.02%
$47.7B
$1.74 Billion 0.03% of portfolio
7,460
Q1 2025 Reduced 1.53%
$382B
$1.95 Billion 0.03% of portfolio
5,326
Q1 2025 Added 2.62%
$318B
$1.79 Billion 0.03% of portfolio
24,893
Q1 2025 Added 0.84%
$173B
$1.89 Billion 0.03% of portfolio
4,923
Q1 2025 Added 19.58%
$56.5B
$1.88 Billion 0.03% of portfolio
15,697
Q1 2025 Added 1.79%
$228B
$1.12 Billion 0.02% of portfolio
15,261
Q1 2025 Added 27.05%
$33.3B
$924 Million 0.02% of portfolio
10,138
Q1 2025 Added 17.46%
$376B
$1.31 Billion 0.02% of portfolio
7,698
Q1 2025 Reduced 0.1%
$162B
$1.01 Billion 0.02% of portfolio
6,937
Q1 2025 Added 13.5%
Jacobs Solutions Inc
-
$986 Million 0.02% of portfolio
-
Q1 2025 Added 3.2%
$121B
$1.36 Billion 0.02% of portfolio
15,691
Q1 2025 Reduced 2.7%
$0
$927 Million 0.02% of portfolio
9,919
Q1 2025 Reduced 98.51%
$85.4B
$1.24 Billion 0.02% of portfolio
8,510
Q1 2025 Added 3.7%
$86.3B
$1.34 Billion 0.02% of portfolio
4,909
Q1 2025 Added 2.1%
$14.3B
$1.02 Billion 0.02% of portfolio
4,662
Q1 2025 Added 0.89%
$22.3B
$910 Million 0.02% of portfolio
6,745
Q1 2025 Reduced 17.61%
$128B
$1.45 Billion 0.02% of portfolio
2,131
Q1 2025 Reduced 3.79%
$20.6B
$1.27 Billion 0.02% of portfolio
100,845
Q1 2025 Added 23.19%
$29.6B
$1.31 Billion 0.02% of portfolio
8,769
Q1 2025 Added 1.42%
$36.5B
$961 Million 0.02% of portfolio
5,297
Q1 2025 Reduced 18.6%
$18.1B
$1.07 Billion 0.02% of portfolio
14,661
Q1 2025 Added 1.56%
$22.5B
$1.23 Billion 0.02% of portfolio
37,233
Q1 2025 Added 0.75%
$23.8B
$1.34 Billion 0.02% of portfolio
36,930
Q1 2025 Added 5.77%
$245B
$1.05 Billion 0.02% of portfolio
1,931
Q1 2025 Reduced 1.43%
$443B
$1.17 Billion 0.02% of portfolio
7,071
Q1 2025 Reduced 6.95%
$199B
$1.49 Billion 0.02% of portfolio
9,931
Q1 2025 Added 504.08%
$15.7B
$967 Million 0.02% of portfolio
11,666
Q1 2025 Added 3.69%
$30.1B
$1.15 Billion 0.02% of portfolio
4,742
Q1 2025 Added 2.57%
$86.8B
$1.01 Billion 0.02% of portfolio
9,231
Q1 2025 Added 2.86%
$0
$1.05 Billion 0.02% of portfolio
19,025
Q1 2025 Reduced 98.68%
$222B
$1.05 Billion 0.02% of portfolio
10,652
Q1 2025 Added 10.98%
$60.7B
$942 Million 0.02% of portfolio
1,504
Q1 2025 Reduced 2.08%
$177B
$1.4 Billion 0.02% of portfolio
7,785
Q1 2025 Reduced 0.28%
$23.7B
$1.27 Billion 0.02% of portfolio
31,522
Q1 2025 Added 12.94%
$37.8B
$1.27 Billion 0.02% of portfolio
16,030
Q1 2025 Added 0.49%
$0
$1.18 Billion 0.02% of portfolio
20,170
Q1 2025 Reduced 81.97%
$4.37B
$535 Million 0.01% of portfolio
9,799
Q1 2025 Added 13.47%

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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