Dynasty Wealth Management, LLC Purchases in Q2 2025

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
462K
+ 4354.6%
$72.96 - $90.39 $33.7M - $41.8M
472K $42.2B
VTI
Vanguard Total Stock Market Et

ETFs
108K
New
$243.75 - $303.93 $26.4M - $32.9M
108K $32.9B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
453K
+ 655.22%
$68.13 - $74.77 $30.8M - $33.8M
522K $38B
VGSH
Vanguard

ETFs
224K
+ 1112.12%
$58.32 - $58.95 $13.1M - $13.2M
244K $14.4B
VEA
Vanguard Ftse Developed Market

ETFs
176K
New
$45.65 - $57.01 $8.03M - $10M
176K $10B
IWB
Ishares Tr Russell 1000 ETF

ETFs
8.9K
New
$272.36 - $339.57 $2.42M - $3.02M
8.9K $3.02B
META
Meta Platforms, Inc.

Communication Services
1.77K
New
$484.66 - $738.09 $858K - $1.31M
1.77K $1.31B
MA
Mastercard Inc

Financial Services
1.94K
+ 19.09%
$479.92 - $590.74 $932K - $1.15M
12.1K $6.81B
AMT
American Tower Corp

Real Estate
2.53K
New
$203.96 - $228.19 $516K - $577K
2.53K $559M
IEF
Ishares Barclays

ETFs
5.55K
New
$93.15 - $96.56 $517K - $536K
5.55K $532M
MCO
Moodys Corp

Financial Services
912
New
$396.7 - $501.59 $362K - $457K
912 $458M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.03K
+ 8.51%
$72.02 - $73.82 $434K - $445K
76.9K $5.66B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.04K
New
$87.84 - $1441.89 $443K - $7.27M
5.04K $454M
ROP
Roper Technologies Inc

Industrials
596
New
$519.19 - $590.78 $309K - $352K
596 $338M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.97K
+ 55.87%
$89.87 - $92.93 $177K - $183K
5.49K $506M
VRSK
Verisk Analytics, Inc.

Industrials
374
+ 14.95%
$277.03 - $321.33 $104K - $120K
2.88K $896M
CSGP
Costar Group, Inc.

Real Estate
1.16K
+ 7.21%
$72.62 - $83.22 $83.9K - $96.2K
17.2K $1.38B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.88K
+ 2.57%
$48.13 - $49.85 $139K - $144K
115K $5.64B
IWM
Ishares Russell 2000 ETF

ETFs
130
+ 5.31%
$174.82 - $215.79 $22.7K - $28.1K
2.58K $556M
LWLG
Lightwave Logic, Inc.

Basic Materials
39.1K
New
$0.83 - $1.37 $32.5K - $53.6K
39.1K $48.5M
LLY
Eli Lilly & CO

Healthcare
283
+ 7.36%
$713.71 - $898.95 $202K - $254K
4.13K $3.22B
FVAL
Fidelity Covington Tr Value Fa

ETFs
27
+ 0.55%
$52.8 - $63.87 $1.43K - $1.72K
4.9K $313M
RHI
Robert Half International Inc.

Industrials
3.22K
+ 32.88%
$40.31 - $54.71 $130K - $176K
13K $535M
MAS
Masco Corp

Industrials
749
+ 8.04%
$58.73 - $71.06 $44K - $53.2K
10.1K $648M
COTY
Coty Inc.

Consumer Defensive
7.74K
+ 17.64%
$4.57 - $5.65 $35.4K - $43.7K
51.6K $240M
ASH
Ashland Global Holdings Inc

Basic Materials
740
+ 17.92%
$46.53 - $57.87 $34.4K - $42.8K
4.87K $245M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
212
+ 2.35%
$45.9 - $48.26 $9.73K - $10.2K
9.25K $432M
LEN
Lennar Corp

Consumer Cyclical
211
+ 3.31%
$102.76 - $115.66 $21.7K - $24.4K
6.6K $730M
IT
Gartner Inc

Technology
69
+ 3.31%
$377.5 - $449.52 $26K - $31K
2.16K $871M
BLDR
Builders First Source, Inc.

Industrials
285
+ 5.9%
$105.63 - $131.12 $30.1K - $37.4K
5.12K $597M
EMN
Eastman Chemical CO

Basic Materials
626
+ 15.54%
$72.7 - $88.29 $45.5K - $55.3K
4.65K $347M
ARGX
Argenx Se

Healthcare
35
+ 5.07%
$532.27 - $656.65 $18.6K - $23K
726 $400M
MHK
Mohawk Industries Inc

Consumer Cyclical
97
+ 4.64%
$97.99 - $117.15 $9.51K - $11.4K
2.19K $229M
AVTR
Avantor, Inc.

Basic Materials
6.52K
+ 18.29%
$11.94 - $16.29 $77.8K - $106K
42.2K $568M
ACGL
Arch Capital Group Ltd.

Financial Services
277
+ 3.95%
$84.99 - $96.82 $23.5K - $26.8K
7.3K $664M
ICLR
Icon PLC

Healthcare
688
+ 18.28%
$126.62 - $168.7 $87.1K - $116K
4.45K $648M
BKR
Baker Hughes CO

Energy
864
+ 10.81%
$35.0 - $44.92 $30.2K - $38.8K
8.86K $339M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.15K
+ 23.99%
$67.83 - $92.33 $77.8K - $106K
5.93K $431M
KBR
Kbr, Inc.

Industrials
154
+ 1.5%
$46.2 - $56.12 $7.11K - $8.64K
10.5K $501M
IP
International Paper CO

Consumer Cyclical
470
+ 9.0%
$43.89 - $54.46 $20.6K - $25.6K
5.69K $267M
CB
Chubb LTD

Financial Services
78
+ 2.7%
$274.32 - $302.46 $21.4K - $23.6K
2.96K $858M
TMO
Thermo Fisher Scientific Inc.

Healthcare
977
+ 21.98%
$390.26 - $489.06 $381K - $478K
5.42K $2.2B
APG
A Pi Group Corp

Industrials
320
+ 2.21%
$32.2 - $51.23 $10.3K - $16.4K
14.8K $504M
CVE
Cenovus Energy Inc.

Energy
380
+ 0.6%
$10.58 - $14.83 $4.02K - $5.64K
64K $870M
Smurfit Westrock PLC
409
+ 2.38%
N/A
17.6K $758M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 4.77%
$285.55 - $321.23 $33.4K - $37.6K
2.57K $751M
AJG
Arthur J. Gallagher & Co.

Financial Services
142
+ 5.86%
$310.86 - $348.77 $44.1K - $49.5K
2.57K $821M
FTV
Fortive Corp

Technology
5.56K
+ 37.94%
$52.13 - $74.29 $290K - $413K
20.2K $1.05B
CPRT
Copart Inc

Consumer Cyclical
1.8K
+ 12.52%
$47.72 - $63.84 $86K - $115K
16.2K $795M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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