Dynasty Wealth Management, LLC Purchases in Q1 2025

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
891
+ 20.57%
$49.38 - $60.09 $44K - $53.5K
5.22K $279M
JNK
Spdr Bloomberg High Yield Bond

ETFs
536
+ 0.84%
$94.86 - $97.12 $50.8K - $52.1K
64.7K $6.17B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
754
+ 4.18%
$47.33 - $47.92 $35.7K - $36.1K
18.8K $895M
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 3.81%
$70.0 - $77.13 $71K - $78.2K
27.6K $2.07B
CCK
Crown Holdings Inc

Consumer Cyclical
54
+ 1.08%
$78.77 - $91.74 $4.25K - $4.95K
5.07K $453M
SHW
Sherwin Williams CO

Basic Materials
36
+ 1.51%
$330.16 - $365.55 $11.9K - $13.2K
2.42K $844M
NNN
National Retail Properties, Inc.

Real Estate
392
+ 6.65%
$38.0 - $43.19 $14.9K - $16.9K
6.29K $268M
BKR
Baker Hughes CO

Energy
87
+ 1.1%
$41.16 - $48.85 $3.58K - $4.25K
7.99K $351M
TRMB
Trimble Inc.

Technology
847
+ 11.12%
$65.52 - $77.49 $55.5K - $65.6K
8.46K $556M
APG
A Pi Group Corp

Industrials
495
+ 3.54%
$35.67 - $40.88 $17.7K - $20.2K
14.5K $518M
CAE
Cae Inc

Industrials
1.1K
+ 6.5%
$23.09 - $26.78 $25.4K - $29.4K
18K $443M
ALLE
Allegion PLC

Industrials
109
+ 2.78%
$123.79 - $135.5 $13.5K - $14.8K
4.03K $526M
EMN
Eastman Chemical CO

Basic Materials
288
+ 7.7%
$87.05 - $103.47 $25.1K - $29.8K
4.03K $355M
AN
Autonation, Inc.

Consumer Cyclical
325
+ 6.52%
$156.67 - $195.15 $50.9K - $63.4K
5.31K $860M
AMAT
Applied Materials Inc

Technology
825
+ 13.5%
$145.06 - $195.51 $120K - $161K
6.94K $1.01B
CHWY
Chewy, Inc.

Consumer Cyclical
659
+ 4.75%
$31.83 - $39.8 $21K - $26.2K
14.5K $472M
BLDR
Builders First Source, Inc.

Industrials
658
+ 15.76%
$122.8 - $173.51 $80.8K - $114K
4.83K $604M
CPRT
Copart Inc

Consumer Cyclical
308
+ 2.19%
$52.3 - $59.83 $16.1K - $18.4K
14.4K $815M
OMC
Omnicom Group Inc.

Communication Services
415
+ 3.69%
$79.43 - $88.34 $33K - $36.7K
11.7K $967M
ARGX
Argenx Se

Healthcare
14
+ 2.07%
$571.0 - $671.75 $7.99K - $9.4K
691 $409M
FTV
Fortive Corp

Technology
225
+ 1.56%
$71.82 - $82.98 $16.2K - $18.7K
14.7K $1.07B
PNC
Pnc Financial Services Group, Inc.

Financial Services
103
+ 6.97%
$168.84 - $202.89 $17.4K - $20.9K
1.58K $272M
DIS
Walt Disney CO

Communication Services
1.05K
+ 10.98%
$96.87 - $114.0 $102K - $120K
10.7K $1.05B
RJF
Raymond James Financial Inc

Financial Services
94
+ 4.89%
$137.62 - $172.64 $12.9K - $16.2K
2.02K $280M
FITB
Fifth Third Bancorp

Financial Services
42
+ 0.63%
$37.48 - $44.96 $1.57K - $1.89K
6.75K $265M
EFX
Equifax Inc

Industrials
119
+ 2.57%
$235.63 - $278.34 $28K - $33.1K
4.74K $1.15B
DFS
Discover Financial Services

Financial Services
33
+ 0.29%
$152.99 - $203.25 $5.05K - $6.71K
11.4K $1.95B
USFD
Us Foods Holding Corp.

Consumer Defensive
436
+ 1.65%
$63.38 - $72.02 $27.6K - $31.4K
26.9K $1.76B
PTC
Ptc Inc.

Technology
83
+ 5.76%
$153.3 - $193.48 $12.7K - $16.1K
1.53K $236M
VST
Vistra Corp.

Utilities
105
+ 4.86%
$108.49 - $191.89 $11.4K - $20.1K
2.27K $266M
HLI
Houlihan Lokey, Inc.

Financial Services
34
+ 1.04%
$154.43 - $187.4 $5.25K - $6.37K
3.29K $532M
USB
Us Bancorp \De\

Financial Services
294
+ 3.26%
$40.92 - $50.9 $12K - $15K
9.3K $393M
DT
Dynatrace, Inc.

Technology
182
+ 2.67%
$47.15 - $62.42 $8.58K - $11.4K
7K $330M
PFGC
Performance Food Group CO

Consumer Defensive
81
+ 0.82%
$74.86 - $90.93 $6.06K - $7.37K
9.95K $782M
CRH.L
Crh PLC

Basic Materials
322
+ 1.6%
N/A
20.4K $1.8B
Ats Corporation
196
+ 1.54%
N/A
12.9K $322M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 2.62%
$347.25 - $424.87 $47.2K - $57.8K
5.33K $1.95B
Jacobs Solutions Inc
253
+ 3.2%
N/A
8.16K $986M
DELL
Dell Technologies Inc.

Technology
1.51K
+ 17.46%
$90.34 - $124.66 $136K - $188K
10.1K $924M
CLH
Clean Harbors Inc

Industrials
141
+ 4.59%
$188.14 - $246.1 $26.5K - $34.7K
3.22K $634M
RHI
Robert Half International Inc.

Industrials
1.16K
+ 13.47%
$51.96 - $71.3 $60.4K - $82.9K
9.8K $535M
KEYS
Keysight Technologies, Inc.

Technology
123
+ 1.42%
$148.16 - $185.11 $18.2K - $22.8K
8.77K $1.31B
HBAN
Huntington Bancshares Inc

Financial Services
3.12K
+ 3.18%
$14.28 - $17.39 $44.5K - $54.2K
101K $1.52B
FIS
Fidelity National Information Services, Inc.

Technology
601
+ 2.73%
$68.12 - $83.42 $40.9K - $50.1K
22.6K $1.69B
REZI
Resideo Technologies, Inc.

Industrials
512
+ 2.68%
$16.92 - $23.77 $8.66K - $12.2K
19.6K $347M
MCHP
Microchip Technology Inc

Technology
633
+ 4.53%
$48.41 - $64.3 $30.6K - $40.7K
14.6K $707M
EMR
Emerson Electric CO

Industrials
257
+ 2.86%
$108.64 - $131.17 $27.9K - $33.7K
9.23K $1.01B
MSCI
Msci Inc.

Financial Services
35
+ 0.93%
$541.46 - $628.34 $19K - $22K
3.81K $2.16B
HON
Honeywell International Inc

Industrials
224
+ 1.98%
$202.75 - $226.52 $45.4K - $50.7K
11.6K $2.45B
Activity Summary
Buys All Purchases 166 New Holdings 21 Increased Positions 145 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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