Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $3.14 Trillion
  • Q1 2024

Dynasty Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.14 Trillion distributed in 254 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 $274B, Spdr Portfolio with a value of $263B, Fcf Us Quality ETF with a value of $226B, Ishares Tr with a value of $213B, and Ishares Core U.S. Aggregate Bo with a value of $209B.

Examining the 13F form we can see an increase of $3.14T in the current position value.

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 $3.14 Trillion
Technology: $62.7 Billion
Financial Services: $38.3 Billion
Healthcare: $35.7 Billion
Consumer Cyclical: $34.8 Billion
ETFs: $27.7 Billion
Communication Services: $21.5 Billion
Industrials: $20.9 Billion
Consumer Defensive: $12.1 Billion
Other: $19.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$274 Billion 8.74% of portfolio
521,089
Q1 2024 New
$0
$263 Billion 8.37% of portfolio
3,589,961
Q1 2024 New
$0
$226 Billion 7.22% of portfolio
3,726,953
Q1 2024 New
$0
$213 Billion 6.8% of portfolio
2,872,792
Q1 2024 New
$0
$209 Billion 6.65% of portfolio
2,129,842
Q1 2024 New
Blackrock ETF Trust Ii
-
$164 Billion 5.23% of portfolio
-
Q1 2024 New
$0
$158 Billion 5.04% of portfolio
1,710,087
Q1 2024 New
$0
$153 Billion 4.87% of portfolio
3,051,234
Q1 2024 New
$0
$149 Billion 4.74% of portfolio
4,261,328
Q1 2024 New
$0
$119 Billion 3.8% of portfolio
882,744
Q1 2024 New
$0
$116 Billion 3.71% of portfolio
2,265,851
Q1 2024 New
$0
$83 Billion 2.65% of portfolio
993,616
Q1 2024 New
$0
$62.2 Billion 1.98% of portfolio
118,864
Q1 2024 New
$0
$53.7 Billion 1.71% of portfolio
363,263
Q1 2024 New
$0
$53 Billion 1.69% of portfolio
774,499
Q1 2024 New
$0
$53 Billion 1.69% of portfolio
479,451
Q1 2024 New
$0
$46.5 Billion 1.48% of portfolio
488,645
Q1 2024 New
$0
$44.3 Billion 1.41% of portfolio
468,677
Q1 2024 New
$0
$44.2 Billion 1.41% of portfolio
444,804
Q1 2024 New
$0
$38.5 Billion 1.23% of portfolio
234,494
Q1 2024 New
-
$33.9 Billion 1.08% of portfolio
-
Q1 2024 New
$0
$33.3 Billion 1.06% of portfolio
505,943
Q1 2024 New
$0
$31.7 Billion 1.01% of portfolio
551,307
Q1 2024 New
$0
$27.7 Billion 0.88% of portfolio
106,725
Q1 2024 New
$0
$26.5 Billion 0.85% of portfolio
457,188
Q1 2024 New
$37.3B
$24 Billion 0.77% of portfolio
572,441
Q1 2024 New
$0
$19.3 Billion 0.62% of portfolio
179,771
Q1 2024 New
$0
$18.6 Billion 0.59% of portfolio
355,043
Q1 2024 New
$1.8T
$15.2 Billion 0.49% of portfolio
84,449
Q1 2024 New
$0
$12 Billion 0.38% of portfolio
239,485
Q1 2024 New
$3.09T
$10.6 Billion 0.34% of portfolio
25,078
Q1 2024 New
$1.03T
$9.69 Billion 0.31% of portfolio
64,215
Q1 2024 New
$0
$8.76 Billion 0.28% of portfolio
209,625
Q1 2024 New
$0
$8.37 Billion 0.27% of portfolio
166,853
Q1 2024 New
$0
$6.99 Billion 0.22% of portfolio
153,318
Q1 2024 New
$0
$7 Billion 0.22% of portfolio
30,610
Q1 2024 New
$3.09T
$6.12 Billion 0.2% of portfolio
35,679
Q1 2024 New
$0
$6.26 Billion 0.2% of portfolio
81,630
Q1 2024 New
$178B
$5.72 Billion 0.18% of portfolio
16,506
Q1 2024 New
$463B
$5.68 Billion 0.18% of portfolio
11,486
Q1 2024 New
$426B
$5.21 Billion 0.17% of portfolio
10,811
Q1 2024 New
$0
$5.27 Billion 0.17% of portfolio
72,601
Q1 2024 New
$0
$4.94 Billion 0.16% of portfolio
220,238
Q1 2024 New
$0
$4.37 Billion 0.14% of portfolio
42,086
Q1 2024 New
Pimco ETF Tr
-
$4.48 Billion 0.14% of portfolio
-
Q1 2024 New
$594B
$4.46 Billion 0.14% of portfolio
22,261
Q1 2024 New
$0
$4.27 Billion 0.14% of portfolio
84,402
Q1 2024 New
$1.06T
$4.5 Billion 0.14% of portfolio
29,561
Q1 2024 New
$0
$4.13 Billion 0.13% of portfolio
33,304
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $3.14 Trillion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 251 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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