Dynasty Wealth Management, LLC Incresed Positions in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TTAC
Fcf Us Quality ETF

ETFs
2.93M
+ 71.22%
$64.72 - $70.85 $189M - $207M
7.04M $468B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.93M
+ 264.49%
$72.28 - $78.42 $140M - $152M
2.66M $193B
IEMG
Ishares Inc

ETFs
2.5M
+ 2630.04%
N/A
2.6M $136B
IVV
Ishares Core S&P 500 ETF

ETFs
186K
+ 29.06%
$570.51 - $610.59 $106M - $114M
826K $486B
IYW
Ishares Dj Us Tech ETF

ETFs
497K
+ 54.8%
$148.14 - $166.23 $73.6M - $82.6M
1.4M $224B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.73M
+ 142.11%
$44.87 - $46.86 $77.4M - $80.9M
2.94M $132B
QUAL
Ishares Msci Usa Quality Facto

ETFs
298K
+ 132.3%
$176.42 - $186.91 $52.6M - $55.8M
524K $93.3B
TTAI
Fcf International Quality ETF
1.94M
+ 157.01%
N/A
3.17M $90.9B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
137K
+ 143.68%
$201.32 - $217.44 $27.6M - $29.8M
232K $48B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
788K
+ 370.98%
$51.58 - $52.91 $40.6M - $41.7M
1M $51.7B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
171K
+ 171.13%
$99.04 - $109.59 $16.9M - $18.7M
271K $26.9B
IWD
Ishares Russell 1000 Val ETF

ETFs
110K
+ 1235.08%
$183.23 - $199.79 $20.1M - $21.9M
118K $21.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
110K
+ 167.66%
$94.43 - $105.47 $10.4M - $11.6M
175K $17.8B
IAU
Ishares Gold Trust

ETFs
169K
+ 29.02%
$48.37 - $52.65 $8.2M - $8.92M
754K $37.3B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
93.5K
+ 8.42%
$88.59 - $94.57 $8.29M - $8.85M
1.2M $107B
PPL
Ppl Corp

Utilities
39.3K
+ 374.04%
$31.47 - $35.0 $1.24M - $1.38M
49.8K $1.62B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.56K
+ 35.7%
$311.11 - $335.64 $1.11M - $1.19M
13.5K $4.36B
LLY
Eli Lilly & CO

Healthcare
1.69K
+ 185.27%
$727.2 - $932.06 $1.23M - $1.57M
2.6K $2B
SYY
Sysco Corp

Consumer Defensive
15.7K
+ 142.67%
$73.63 - $81.77 $1.15M - $1.28M
26.6K $2.04B
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.28K
+ 58.81%
$229.85 - $335.91 $525K - $767K
6.17K $2.01B
HON
Honeywell International Inc

Industrials
3.88K
+ 52.06%
$202.84 - $236.0 $787K - $915K
11.3K $2.56B
EMR
Emerson Electric CO

Industrials
7.01K
+ 355.76%
$108.13 - $134.33 $757K - $941K
8.97K $1.11B
SHOP
Shopify Inc.

Technology
563
+ 1.85%
$78.14 - $119.49 $44K - $67.3K
31K $3.3B
CSGP
Costar Group, Inc.

Real Estate
11.8K
+ 281.44%
$69.7 - $81.97 $820K - $965K
16K $1.14B
ABBV
Abb Vie Inc.

Healthcare
5.37K
+ 66.28%
$164.99 - $203.87 $886K - $1.09M
13.5K $2.39B
NFLX
Netflix Inc

Communication Services
118
+ 3.6%
$687.65 - $936.56 $81.1K - $111K
3.4K $3.03B
GOOG
Alphabet Inc.

Communication Services
690
+ 3.22%
$163.08 - $198.16 $113K - $137K
22.1K $4.22B
V
Visa Inc.

Financial Services
352
+ 2.89%
$273.87 - $320.91 $96.4K - $113K
12.5K $3.96B
MA
Mastercard Inc

Financial Services
471
+ 4.76%
$491.3 - $536.15 $231K - $253K
10.4K $5.46B
Corpay Inc
1.26K
+ 27.44%
N/A
5.85K $1.98B
DFS
Discover Financial Services

Financial Services
1.14K
+ 11.12%
$136.3 - $182.67 $156K - $209K
11.4K $1.98B
MCK
Mckesson Corp

Healthcare
515
+ 21.08%
$482.27 - $628.5 $248K - $324K
2.96K $1.69B
FE
Firstenergy Corp

Utilities
10.8K
+ 63.0%
$39.14 - $44.52 $422K - $480K
27.9K $1.11B
COP
Conocophillips

Energy
4.08K
+ 40.49%
$95.12 - $114.72 $388K - $468K
14.2K $1.4B
OWL
Blue Owl Capital Inc.

Financial Services
417
+ 0.53%
$19.51 - $24.81 $8.14K - $10.3K
78.6K $1.83B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.12K
+ 8.04%
$49.79 - $51.14 $404K - $415K
109K $5.47B
HPE
Hewlett Packard Enterprise CO

Technology
12.7K
+ 62.43%
$19.31 - $23.95 $245K - $304K
33K $704M
NSC
Norfolk Southern Corp

Industrials
1.48K
+ 29.32%
$230.6 - $277.0 $341K - $410K
6.53K $1.53B
MSFT
Microsoft Corp

Technology
1.06K
+ 5.3%
$406.35 - $454.46 $430K - $481K
21K $8.86B
CNP
Centerpoint Energy Inc

Utilities
6.22K
+ 21.67%
$28.58 - $32.66 $178K - $203K
34.9K $1.11B
INTU
Intuit Inc

Technology
371
+ 9.3%
$602.01 - $706.25 $223K - $262K
4.36K $2.74B
ACN
Accenture PLC

Technology
818
+ 5.29%
$343.9 - $376.86 $281K - $308K
16.3K $5.73B
USFD
Us Foods Holding Corp.

Consumer Defensive
1.33K
+ 5.29%
$60.65 - $72.33 $80.7K - $96.2K
26.5K $1.79B
ORCL
Oracle Corp

Technology
2.2K
+ 6.25%
$165.41 - $192.43 $363K - $422K
37.3K $6.22B
PAYC
Paycom Software, Inc.

Technology
316
+ 7.34%
$159.94 - $240.25 $50.5K - $75.9K
4.62K $947M
SYK
Stryker Corp

Healthcare
633
+ 9.07%
$345.14 - $392.15 $218K - $248K
7.61K $2.74B
FLEX
Flex Ltd.

Technology
819
+ 2.27%
$32.52 - $41.3 $26.6K - $33.8K
37K $1.42B
HOLX
Hologic Inc

Healthcare
3.33K
+ 84.45%
$70.76 - $83.72 $236K - $279K
7.27K $524M
Kenvue Inc
12.8K
+ 30.5%
N/A
54.6K $1.17B
Activity Summary
Buys All Purchases 170 New Holdings 52 Increased Positions 118 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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