Dynasty Wealth Management, LLC New Holdings in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
581K
New
$88.04 - $98.08 $51.1M - $57M
581K $52.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.09M
New
$44.06 - $45.49 $48.2M - $49.8M
1.09M $49.2B
TIP
Ishares Tr Tips Bd ETF

ETFs
383K
New
$105.01 - $107.23 $40.3M - $41.1M
383K $40.9B
EFA
Ishares Tr Msci Eafe ETF

ETFs
459K
New
$76.09 - $82.16 $34.9M - $37.7M
459K $35.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
157K
New
$79.31 - $93.31 $12.5M - $14.7M
157K $14.5B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
278K
New
$42.0 - $47.28 $11.7M - $13.1M
278K $13B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
148K
New
$35.75 - $42.83 $5.29M - $6.34M
148K $6.28B
FVAL
Fidelity Covington Tr Value Fa

ETFs
50.3K
New
$54.5 - $57.58 $2.74M - $2.9M
50.3K $2.9B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
36.8K
New
$43.4 - $44.71 $1.6M - $1.64M
36.8K $1.63B
SHOP
Shopify Inc.

Technology
22.1K
New
$56.97 - $78.19 $1.26M - $1.73M
22.1K $1.46B
HON
Honeywell International Inc

Industrials
5.96K
New
$190.36 - $215.89 $1.13M - $1.29M
5.96K $1.27B
ABBV
Abb Vie Inc.

Healthcare
6.42K
New
$154.79 - $180.76 $993K - $1.16M
6.42K $1.1B
LEN
Lennar Corp

Consumer Cyclical
6.64K
New
$148.72 - $170.85 $988K - $1.13M
6.64K $996M
EXR
Extra Space Storage Inc.

Real Estate
4.57K
New
$132.46 - $159.33 $605K - $728K
4.57K $710M
EMGF
Ishares Msci Emerging Markets

ETFs
14.2K
New
$43.45 - $47.74 $616K - $676K
14.2K $661M
SHW
Sherwin Williams CO

Basic Materials
2.06K
New
$291.95 - $338.16 $600K - $695K
2.06K $613M
PAYC
Paycom Software, Inc.

Technology
3.89K
New
$140.99 - $207.82 $549K - $809K
3.89K $557M
EMN
Eastman Chemical CO

Basic Materials
3.34K
New
$94.44 - $103.89 $315K - $347K
3.34K $327M
FRSH
Freshworks Inc.

Technology
25.4K
New
$12.1 - $18.76 $308K - $477K
25.4K $323M
IWF
Ishares Russell 1000 Gr ETF

ETFs
831
New
$316.15 - $367.33 $263K - $305K
831 $303M
APP
App Lovin Corp

Technology
3.02K
New
$66.8 - $86.43 $202K - $261K
3.02K $251M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.93K
New
$76.13 - $79.59 $223K - $233K
2.93K $230M
STE
Steris PLC

Healthcare
1.04K
New
$199.01 - $236.0 $207K - $246K
1.04K $229M
FERG
Ferguson PLC

Industrials
1.14K
New
$190.98 - $223.85 $217K - $254K
1.14K $220M
RJF
Raymond James Financial Inc

Financial Services
1.76K
New
$115.67 - $129.99 $203K - $228K
1.76K $217M
DTE
Dte Energy CO

Utilities
1.86K
New
$103.2 - $117.18 $191K - $217K
1.86K $206M
KGC
Kinross Gold Corp

Basic Materials
16.9K
New
$6.16 - $8.32 $104K - $140K
16.9K $140M
Activity Summary
Buys All Purchases 187 New Holdings 28 Increased Positions 159 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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