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
$47.4B
$328 Million 0.01% of portfolio
2,568
Q1 2025 Reduced 6.35%
$9.93B
$860 Million 0.01% of portfolio
5,310
Q1 2025 Added 6.52%
Pimco ETF Tr
-
$304 Million 0.01% of portfolio
-
Q1 2025 Reduced 98.75%
$88.2B
$844 Million 0.01% of portfolio
2,417
Q1 2025 Added 1.51%
$0
$325 Million 0.01% of portfolio
3,519
Q1 2025 Reduced 30.85%
$10.3B
$486 Million 0.01% of portfolio
4,265
Q1 2025 Added 3.09%
$15.3B
$782 Million 0.01% of portfolio
9,949
Q1 2025 Added 0.82%
$3.51B
$347 Million 0.01% of portfolio
19,587
Q1 2025 Added 2.68%
$9.44B
$578 Million 0.01% of portfolio
35,654
Q1 2025 Added 4.81%
$6.68B
$593 Million 0.01% of portfolio
21,341
Q1 2025 Added 23.17%
$25.8B
$693 Million 0.01% of portfolio
1,393
Q1 2025 Added 0.94%
$68.4B
$393 Million 0.01% of portfolio
9,304
Q1 2025 Added 3.26%
$13.4B
$442 Million 0.01% of portfolio
4,782
Q1 2025 New
$14.4B
$526 Million 0.01% of portfolio
4,030
Q1 2025 Added 2.78%
$20.9B
$556 Million 0.01% of portfolio
8,464
Q1 2025 Added 11.12%
$91B
$692 Million 0.01% of portfolio
5,055
Q1 2025 New
$62.1B
$772 Million 0.01% of portfolio
10,870
Q1 2025 Reduced 12.3%
$18.3B
$818 Million 0.01% of portfolio
22,444
Q1 2025 Added 84.0%
$46.5B
$744 Million 0.01% of portfolio
2,501
Q1 2025 Reduced 10.96%
$105B
$593 Million 0.01% of portfolio
2,702,694
Q1 2025 Added 117,664.44%
$175B
$835 Million 0.01% of portfolio
10,667
Q1 2025 New
$32.7B
$314 Million 0.01% of portfolio
4,356
Q1 2025 Reduced 15.58%
Ats Corporation
-
$322 Million 0.01% of portfolio
-
Q1 2025 Added 1.54%
Smurfit Westrock PLC
-
$773 Million 0.01% of portfolio
-
Q1 2025 Added 2.67%
$8.11B
$518 Million 0.01% of portfolio
14,474
Q1 2025 Added 3.54%
$0
$895 Million 0.01% of portfolio
18,803
Q1 2025 Added 4.18%
$32.7B
$409 Million 0.01% of portfolio
691
Q1 2025 Added 2.07%
$32.5B
$675 Million 0.01% of portfolio
7,021
Q1 2025 Reduced 1.2%
$29.3B
$720 Million 0.01% of portfolio
10,432
Q1 2025 Added 5.9%
$0
$432 Million 0.01% of portfolio
9,034
Q1 2025 Reduced 5.08%
$12.5B
$453 Million 0.01% of portfolio
5,072
Q1 2025 Added 1.08%
$11B
$815 Million 0.01% of portfolio
14,394
Q1 2025 Added 2.19%
$0
$867 Million 0.01% of portfolio
10,607
Q1 2025 Reduced 95.4%
$45.8B
$741 Million 0.01% of portfolio
8,513
Q1 2025 Added 1.28%
$12.5B
$634 Million 0.01% of portfolio
3,215
Q1 2025 Added 4.59%
$0
$818 Million 0.01% of portfolio
9,610
Q1 2025 Reduced 54.6%
$0
$489 Million 0.01% of portfolio
2,449
Q1 2025 Reduced 12.1%
$112B
$871 Million 0.01% of portfolio
2,885
Q1 2025 Reduced 12.71%
$4.15B
$472 Million 0.01% of portfolio
14,521
Q1 2025 Added 4.75%
$27.8B
$885 Million 0.01% of portfolio
63,596
Q1 2025 Added 151.17%
$19.6B
$818 Million 0.01% of portfolio
1,884
Q1 2025 Reduced 0.95%
$36.5B
$897 Million 0.01% of portfolio
29,113
Q1 2025 Added 6.47%
$0
$340 Million 0.01% of portfolio
8,079
Q1 2025 Reduced 99.14%
$155B
$720 Million 0.01% of portfolio
1,534
Q1 2025 Reduced 18.23%
$65B
$837 Million 0.01% of portfolio
2,423
Q1 2025 Added 1.17%
$28.2B
$876 Million 0.01% of portfolio
2,087
Q1 2025 Reduced 2.02%
$39.1B
$723 Million 0.01% of portfolio
5,842
Q1 2025 Added 3.77%
$26.4B
$523 Million 0.01% of portfolio
33,907
Q1 2025 Added 2.8%
$16.5B
$682 Million 0.01% of portfolio
11,048
Q1 2025 Added 51.9%

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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