Dynasty Wealth Management, LLC New Holdings in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
6.36M
New
N/A
6.36M $331B
SPYG
Spdr Portfolio

ETFs
3.54M
New
$81.74 - $91.38 $290M - $324M
3.54M $311B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.58M
New
$42.05 - $48.31 $235M - $270M
5.58M $258B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.78M
New
$49.03 - $53.35 $234M - $255M
4.78M $245B
HEFA
Ishares Currency Hedged Msci E

ETFs
4.46M
New
$34.42 - $35.88 $154M - $160M
4.46M $155B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.44M
New
$55.45 - $61.08 $80.1M - $88.2M
1.44M $80.1B
EFG
Msci Eafe Growth ETF

ETFs
805K
New
$96.83 - $106.88 $78M - $86.1M
805K $78B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.44M
New
$51.54 - $52.55 $74.3M - $75.8M
1.44M $74.6B
EFV
Msci Eafe Value ETF

ETFs
1.31M
New
$51.78 - $57.15 $68M - $75M
1.31M $68.9B
J P Morgan Exchange Traded F
1.03M
New
N/A
1.03M $63.6B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
440K
New
$100.24 - $101.35 $44.1M - $44.6M
440K $44.2B
TIP
Ishares Tr Tips Bd ETF

ETFs
399K
New
$106.33 - $110.69 $42.4M - $44.1M
399K $42.5B
IXC
Ishares Tr Global Energy ETF

ETFs
942K
New
$36.95 - $43.06 $34.8M - $40.6M
942K $36B
MUB
Ishares National Muni Bond ETF

ETFs
312K
New
$105.78 - $108.7 $33M - $33.9M
312K $33.2B
Pimco ETF Tr
923K
New
N/A
923K $23.9B
EMGF
Ishares Msci Emerging Markets

ETFs
427K
New
$45.23 - $51.49 $19.3M - $22M
427K $19.3B
EMB
Ishares Tr

ETFs
148K
New
$88.94 - $93.46 $13.2M - $13.8M
148K $13.2B
MEAR
Blackrock Short Maturity Munic

ETFs
144K
New
$49.94 - $50.28 $7.17M - $7.22M
144K $7.17B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
125K
New
$49.74 - $50.43 $6.22M - $6.31M
125K $6.24B
JNK
Spdr Bloomberg High Yield Bond

ETFs
64.2K
New
$94.77 - $97.36 $6.08M - $6.25M
64.2K $6.13B
SUB
Ishares Short Term National Mu

ETFs
43.7K
New
$104.94 - $106.2 $4.59M - $4.64M
43.7K $4.61B
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.1K
New
$370.24 - $418.94 $4.12M - $4.66M
11.1K $4.47B
OEF
Ishares S&P 100 ETF

ETFs
13.8K
New
N/A
13.8K $3.98B
HYDB
Ishares Tr Edge High Yield Def

ETFs
57.5K
New
$46.68 - $47.95 $2.69M - $2.76M
57.5K $2.7B
IYE
Ishares Tr

ETFs
54.5K
New
$43.93 - $51.37 $2.39M - $2.8M
54.5K $2.48B
INTF
Ishares Tr

ETFs
68K
New
$28.54 - $31.26 $1.94M - $2.13M
68K $1.95B
IWR
Ishares Russell Mid Cap ETF

ETFs
21.2K
New
$87.25 - $95.52 $1.85M - $2.02M
21.2K $1.87B
ABC
Amerisourcebergen Corp

Healthcare
8.33K
New
N/A
8.33K $1.87B
ICVT
Ishares Tr Convertible Bond Et

ETFs
16.5K
New
$83.09 - $89.28 $1.37M - $1.47M
16.5K $1.4B
DIS
Walt Disney CO

Communication Services
9.6K
New
$92.39 - $117.6 $887K - $1.13M
9.6K $1.07B
UBER
Uber Technologies, Inc

Technology
16.8K
New
$59.93 - $86.34 $1M - $1.45M
16.8K $1.01B
UAL
United Airlines Holdings, Inc.

Industrials
9.85K
New
$55.62 - $102.44 $548K - $1.01M
9.85K $957M
DAL
Delta Air Lines, Inc.

Industrials
15.5K
New
$47.46 - $65.77 $736K - $1.02M
15.5K $938M
Smurfit Westrock PLC
16.7K
New
N/A
16.7K $900M
AZN
Astrazeneca PLC

Healthcare
12K
New
$63.2 - $79.58 $759K - $956K
12K $787M
IEF
Ishares Barclays

ETFs
8.16K
New
$92.08 - $98.18 $751K - $801K
8.16K $754M
CDNS
Cadence Design Systems Inc

Technology
2.08K
New
$249.1 - $324.54 $518K - $674K
2.08K $624M
RHI
Robert Half International Inc.

Industrials
8.64K
New
$65.55 - $76.8 $566K - $663K
8.64K $609M
NEE
Nextera Energy Inc

Utilities
8.3K
New
$69.77 - $85.43 $579K - $709K
8.3K $595M
TRMB
Trimble Inc.

Technology
7.62K
New
$60.21 - $75.4 $459K - $574K
7.62K $538M
MRK
Merck & Co., Inc.

Healthcare
4.83K
New
$96.31 - $114.76 $465K - $554K
4.83K $480M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
9.52K
New
$47.98 - $49.47 $457K - $471K
9.52K $460M
DGRO
Ishares Core Dividend Growth E

ETFs
7.07K
New
$60.73 - $64.94 $430K - $459K
7.07K $434M
NVDA
Nvidia Corp

Technology
2.57K
New
$117.0 - $148.88 $301K - $382K
2.57K $345M
Rubrik Inc.
4.45K
New
N/A
4.45K $291M
KBR
Kbr, Inc.

Industrials
4.72K
New
$55.19 - $72.02 $261K - $340K
4.72K $274M
PTC
Ptc Inc.

Technology
1.44K
New
$175.97 - $201.89 $254K - $291K
1.44K $265M
PEP
Pepsico Inc

Consumer Defensive
1.64K
New
$151.29 - $176.1 $249K - $290K
1.64K $250M
IP
International Paper CO

Consumer Cyclical
4.33K
New
$46.64 - $59.57 $202K - $258K
4.33K $233M
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email