Dynasty Wealth Management, LLC New Holdings in Q2 2025

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
108K
New
$243.75 - $303.93 $26.4M - $32.9M
108K $32.9B
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
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
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
LWLG
Lightwave Logic, Inc.

Basic Materials
39.1K
New
$0.83 - $1.37 $32.5K - $53.6K
39.1K $48.5M
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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