Dynasty Wealth Management, LLC Sells in Q2 2025

Dynasty Wealth Management, LLC

  • $5.87 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTAI
Fcf International Quality ETF
-2.58M
- 91.06%
N/A
253K $7.87B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-1.84M
- 43.75%
N/A
2.36M $163B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-175K
- 70.35%
$77.74 - $78.78 $13.6M - $13.8M
73.9K $5.81B
IVV
Ishares Core S&P 500 ETF

ETFs
-92.5K
- 11.14%
$498.8 - $620.9 $46.1M - $57.4M
738K $458B
MSFT
Microsoft Corp

Technology
-19.2K
- 95.6%
$354.56 - $497.45 $6.81M - $9.56M
884 $440M
SPYG
Spdr Portfolio

ETFs
-661K
- 17.59%
$71.83 - $95.32 $47.5M - $63M
3.1M $295B
AAPL
Apple Inc.

Technology
-26.8K
- 62.36%
$172.42 - $223.89 $4.62M - $6M
16.2K $3.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
-21.5K
- 16.59%
$496.48 - $617.85 $10.7M - $13.3M
108K $66.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-205K
- 4.66%
$45.11 - $52.34 $9.24M - $10.7M
4.19M $219B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-321K
- 60.85%
$152.93 - $181.74 $49.2M - $58.4M
207K $37.6B
GOOGL
Alphabet Inc.

Communication Services
-32.2K
- 64.0%
$144.7 - $178.6 $4.65M - $5.74M
18.1K $3.19B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-100K
- 1.68%
$44.68 - $45.96 $4.49M - $4.62M
5.87M $269B
AMZN
Amazon Com Inc

Consumer Cyclical
-25.5K
- 41.53%
$167.32 - $223.3 $4.27M - $5.7M
36K $7.89B
IEFA
Ishares Tr

ETFs
-355K
- 10.58%
$67.83 - $84.09 $24.1M - $29.9M
3.01M $251B
HEFA
Ishares Currency Hedged Msci E

ETFs
-246K
- 6.32%
$32.11 - $38.21 $7.89M - $9.38M
3.64M $138B
MBB
Ishares Tr

ETFs
-31.4K
- 2.07%
$91.41 - $94.22 $2.87M - $2.96M
1.49M $140B
IEMG
Ishares Inc

ETFs
-437K
- 11.2%
N/A
3.47M $208B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-14.3K
- 1.51%
$102.02 - $103.5 $1.46M - $1.48M
932K $95.9B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-45K
- 2.96%
$51.68 - $52.76 $2.33M - $2.38M
1.47M $77.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-24.3K
- 0.98%
$96.84 - $99.46 $2.36M - $2.42M
2.47M $245B
IYW
Ishares Dj Us Tech ETF

ETFs
-258K
- 19.69%
$122.57 - $173.27 $31.6M - $44.6M
1.05M $182B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-17.6K
- 1.47%
$85.42 - $94.39 $1.5M - $1.66M
1.18M $110B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-588K
- 10.94%
$43.53 - $54.46 $25.6M - $32M
4.79M $261B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.17M
- 17.55%
$35.12 - $48.24 $41.2M - $56.6M
5.51M $266B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-112K
- 3.62%
$56.84 - $65.5 $6.36M - $7.33M
2.98M $195B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-51.4K
- 32.61%
$22.54 - $23.17 $1.16M - $1.19M
106K $2.44B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.9K
- 7.5%
$152.42 - $182.82 $6.08M - $7.29M
492K $89.9B
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.48K
- 1.09%
$107.93 - $110.97 $484K - $497K
408K $44.9B
XLF
Financial Sector Spdr

ETFs
-94.3K
- 5.84%
$43.92 - $52.37 $4.14M - $4.94M
1.52M $79.6B
J P Morgan Exchange Traded F
-42K
- 6.61%
N/A
593K $37.1B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.55K
- 0.91%
$50.34 - $51.86 $430K - $443K
926K $47.6B
EMGF
Ishares Msci Emerging Markets

ETFs
-122K
- 11.07%
$41.37 - $52.07 $5.04M - $6.34M
979K $51B
IAU
Ishares Gold Trust

ETFs
-73.4K
- 6.09%
$56.1 - $64.74 $4.12M - $4.75M
1.13M $70.6B
OEF
Ishares S&P 100 ETF

ETFs
-29.7K
- 11.61%
N/A
226K $68.8B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-123K
- 10.42%
$56.88 - $70.77 $7M - $8.71M
1.06M $74.8B
EFV
Msci Eafe Value ETF

ETFs
-90K
- 7.61%
$52.4 - $64.65 $4.71M - $5.82M
1.09M $69.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
-37.5K
- 16.83%
$82.96 - $110.1 $3.11M - $4.13M
186K $20.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.34K
- 1.59%
$116.93 - $119.39 $507K - $518K
269K $32B
EFG
Msci Eafe Growth ETF

ETFs
-57.1K
- 11.08%
$89.8 - $112.0 $5.12M - $6.39M
458K $51.3B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.82K
- 4.36%
$91.23 - $97.27 $257K - $274K
61.9K $6.02B
HYMU
Blackrock ETF Tr Ii High Yield
-1.09K
- 0.41%
N/A
263K $5.87B
FDVV
Fidelity High Dividend ETF

ETFs
-29.6K
- 5.0%
$43.6 - $52.02 $1.29M - $1.54M
561K $29.2B
INTF
Ishares Tr

ETFs
-15K
- 12.15%
$27.6 - $34.51 $414K - $517K
108K $3.71B
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.64K
- 10.91%
$78.98 - $90.1 $209K - $238K
21.6K $1.94B
MEAR
Blackrock Short Maturity Munic

ETFs
-1.57K
- 1.01%
$49.74 - $50.27 $78.2K - $79.1K
155K $7.77B
ABT
Abbott Laboratories

Healthcare
-1.31K
- 3.78%
$123.95 - $138.08 $162K - $180K
33.2K $4.52B
PM
Philip Morris International Inc.

Consumer Defensive
-3.06K
- 14.42%
$149.23 - $184.95 $456K - $565K
18.2K $3.31B
HD
Home Depot, Inc.

Consumer Cyclical
-152
- 2.85%
$335.24 - $380.78 $51K - $57.9K
5.17K $1.9B
SYK
Stryker Corp

Healthcare
-571
- 7.64%
$337.37 - $395.63 $193K - $226K
6.9K $2.73B
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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