Dynasty Wealth Management, LLC Purchases in Q3 2024

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.53M
+ 7018.43%
$55.27 - $60.6 $195M - $214M
3.58M $297B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.35M
New
$127.29 - $141.5 $554M - $616M
4.35M $154B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
581K
+ 24.31%
$96.25 - $101.98 $55.9M - $59.3M
2.97M $301B
SSO
Proshares Ultra S&P 500

ETFs
586K
New
$73.92 - $90.17 $43.3M - $52.8M
586K $51.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
395K
+ 316.06%
$517.38 - $573.86 $204M - $227M
520K $116B
IEFA
Ishares Tr

ETFs
1.57M
+ 73.88%
$70.09 - $78.74 $110M - $124M
3.7M $198B
RSP
Invesco S&P 500 Equal Weight E

ETFs
237K
New
$162.83 - $179.16 $38.7M - $42.5M
237K $42.5B
IYW
Ishares Dj Us Tech ETF

ETFs
266K
+ 41.49%
$133.16 - $158.73 $35.4M - $42.2M
907K $137B
TTAC
Fcf Us Quality ETF

ETFs
144K
+ 3.62%
$58.5 - $65.18 $8.41M - $9.37M
4.11M $268B
XLU
Utilities Sector Spdr

ETFs
332K
New
$67.67 - $80.78 $22.5M - $26.8M
332K $26.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
936K
+ 184.82%
$105.53 - $118.34 $98.7M - $111M
1.44M $75.9B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
79K
+ 7.66%
$83.76 - $91.82 $6.62M - $7.25M
1.11M $101B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
223K
New
$38.33 - $42.48 $8.55M - $9.47M
223K $9.54B
MBB
Ishares Tr

ETFs
459K
+ 23.65%
$90.85 - $96.66 $41.7M - $44.4M
2.4M $187B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
120K
+ 10.93%
$44.65 - $47.21 $5.34M - $5.65M
1.21M $56.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
88.1K
+ 1229.39%
$175.46 - $203.3 $15.5M - $17.9M
95.3K $5.77B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.71K
+ 1.41%
$64.57 - $71.76 $498K - $553K
555K $39.8B
IXUS
Ishares Tr

ETFs
67.6K
New
$64.9 - $73.35 $4.39M - $4.96M
67.6K $4.13B
IAU
Ishares Gold Trust

ETFs
3.84K
+ 0.66%
$44.06 - $50.5 $169K - $194K
584K $29B
ORCL
Oracle Corp

Technology
16.6K
+ 89.25%
$125.9 - $170.35 $2.08M - $2.82M
35.1K $5.98B
AAPL
Apple Inc.

Technology
10.7K
+ 31.9%
$207.23 - $234.82 $2.22M - $2.51M
44.3K $10.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
8.87K
New
$173.36 - $189.8 $1.54M - $1.68M
8.87K $2.45B
EFA
Ishares Tr Msci Eafe ETF

ETFs
54
+ 0.01%
$75.32 - $84.37 $4.07K - $4.56K
459K $38.4B
VTI
Vanguard Total Stock Market Et

ETFs
432
+ 0.38%
$255.18 - $283.2 $110K - $122K
114K $32.2B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
36.6K
New
$22.38 - $23.66 $820K - $867K
36.6K $1.85B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
45.5K
+ 83.62%
$100.75 - $111.62 $4.58M - $5.08M
99.8K $7.38B
VGSH
Vanguard

ETFs
22.8K
+ 10.68%
$57.74 - $59.13 $1.32M - $1.35M
237K $14B
BOND
Pimco Active Bond Exchange Tra

ETFs
35.3K
+ 714.01%
$90.01 - $95.32 $3.17M - $3.36M
40.2K $1.9B
DFS
Discover Financial Services

Financial Services
10.3K
New
$123.41 - $144.72 $1.27M - $1.49M
10.3K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
29K
New
$434.77 - $502.96 $12.6M - $14.6M
29K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
2.31K
+ 96.05%
$333.64 - $405.2 $771K - $936K
4.72K $1.91B
SHOP
Shopify Inc.

Technology
8.34K
+ 37.76%
$52.26 - $80.75 $436K - $674K
30.4K $2.44B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 0.57%
$41.9 - $48.26 $51.9K - $59.8K
218K $10.4B
SYY
Sysco Corp

Consumer Defensive
11K
New
$69.16 - $78.98 $759K - $866K
11K $856M
MSCI
Msci Inc.

Financial Services
918
+ 33.2%
$479.31 - $584.91 $440K - $537K
3.68K $2.15B
OWL
Blue Owl Capital Inc.

Financial Services
38.1K
+ 94.94%
$15.81 - $19.83 $602K - $755K
78.2K $1.51B
AON
Aon PLC

Financial Services
2.07K
+ 125.75%
$293.16 - $351.06 $606K - $725K
3.71K $1.28B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.5K
New
$117.9 - $128.2 $3.48M - $3.78M
29.5K $787M
VB
Vanguard Small Cap ETF

ETFs
529
+ 1.6%
$214.77 - $237.72 $114K - $126K
33.5K $7.95B
WDAY
Workday, Inc.

Technology
2.49K
+ 50.21%
$207.75 - $264.68 $517K - $659K
7.44K $1.82B
VEA
Vanguard Ftse Developed Market

ETFs
2.11K
+ 1.21%
$47.6 - $53.31 $101K - $113K
177K $9.32B
CPRT
Copart Inc

Consumer Cyclical
13.2K
New
$49.19 - $55.54 $647K - $731K
13.2K $690M
KGC
Kinross Gold Corp

Basic Materials
65.6K
+ 388.91%
$8.02 - $9.84 $526K - $645K
82.4K $772M
TECK
Teck Resources LTD

Basic Materials
11K
+ 93.28%
$43.48 - $53.4 $479K - $589K
22.8K $1.19B
CRH.L
Crh PLC

Basic Materials
3.41K
+ 21.02%
N/A
19.6K $1.82B
Corpay Inc
1.38K
+ 43.05%
N/A
4.59K $1.44B
BLDR
Builders First Source, Inc.

Industrials
958
+ 16.62%
$132.6 - $201.83 $127K - $193K
6.72K $1.3B
ABBV
Abb Vie Inc.

Healthcare
1.69K
+ 26.29%
$163.84 - $199.33 $276K - $336K
8.1K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
799
+ 4.25%
$101.25 - $127.45 $80.9K - $102K
19.6K $2.38B
Activity Summary
Buys All Purchases 141 New Holdings 31 Increased Positions 110 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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