Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

Dynasty Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.8 Trillion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $486B, Fcf Us Quality ETF with a value of $468B, Blackrock ETF Trust Ii with a value of $331B, Spdr Portfolio with a value of $311B, and Ishares Core U.S. Aggregate Bo with a value of $286B.

Examining the 13F form we can see an increase of $2.49T in the current position value, from $3.31T to 5.8T.

Dynasty Wealth Management, LLC is based out at St. Petersburg, FL

Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.8 Trillion
Technology: $66.8 Billion
Financial Services: $41.6 Billion
ETFs: $32.4 Billion
Healthcare: $31.6 Billion
Industrials: $23.4 Billion
Consumer Cyclical: $22.1 Billion
Communication Services: $17.2 Billion
Consumer Defensive: $9.42 Billion
Other: $18.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$90.9 Billion 1.57% of portfolio
-
Q4 2024 Added 157.01%
$2.33T
$9.2 Billion 0.16% of portfolio
41,940
Q4 2024 Reduced 39.64%
$3.05T
$8.86 Billion 0.15% of portfolio
21,022
Q4 2024 Added 5.3%
$3.66T
$7.47 Billion 0.13% of portfolio
29,828
Q4 2024 Reduced 32.6%
$470B
$6.22 Billion 0.11% of portfolio
37,299
Q4 2024 Added 6.25%
$243B
$5.73 Billion 0.1% of portfolio
16,275
Q4 2024 Added 5.29%
$1.11T
$6.04 Billion 0.1% of portfolio
31,924
Q4 2024 Reduced 37.52%
$809B
$5.66 Billion 0.1% of portfolio
23,602
Q4 2024 Reduced 1.64%
$537B
$5.46 Billion 0.09% of portfolio
10,361
Q4 2024 Added 4.76%
$493B
$5.41 Billion 0.09% of portfolio
10,691
Q4 2024 Reduced 1.52%
$226B
$3.93 Billion 0.07% of portfolio
34,724
Q4 2024 Reduced 0.54%
$569B
$3.96 Billion 0.07% of portfolio
12,542
Q4 2024 Added 2.89%
$1.14T
$4.22 Billion 0.07% of portfolio
22,134
Q4 2024 Added 3.22%
$204B
$3.35 Billion 0.06% of portfolio
3,161
Q4 2024 Reduced 16.15%
$140B
$3.3 Billion 0.06% of portfolio
31,001
Q4 2024 Added 1.85%
$80.3B
$3.76 Billion 0.06% of portfolio
23,076
Q4 2024 Added 20.26%
$451B
$3.03 Billion 0.05% of portfolio
3,397
Q4 2024 Added 3.6%
$148B
$2.74 Billion 0.05% of portfolio
7,611
Q4 2024 Added 9.07%
$113B
$2.9 Billion 0.05% of portfolio
13,655
Q4 2024 Added 5.31%
$127B
$2.12 Billion 0.04% of portfolio
7,241
Q4 2024 Added 3.1%
$46.3B
$2.27 Billion 0.04% of portfolio
3,778
Q4 2024 Added 2.58%
$138B
$2.56 Billion 0.04% of portfolio
11,330
Q4 2024 Added 52.06%
$224B
$2.46 Billion 0.04% of portfolio
20,453
Q4 2024 Added 4.42%
$36B
$2.04 Billion 0.04% of portfolio
26,623
Q4 2024 Added 142.67%
$337B
$2.39 Billion 0.04% of portfolio
13,475
Q4 2024 Added 66.28%
$28.1B
$1.45 Billion 0.03% of portfolio
8,870
Q4 2024 Reduced 11.29%
$54.6B
$1.98 Billion 0.03% of portfolio
11,413
Q4 2024 Added 11.12%
$57.7B
$1.53 Billion 0.03% of portfolio
6,528
Q4 2024 Added 29.32%
$37.1B
$1.54 Billion 0.03% of portfolio
6,795
Q4 2024 Added 7.45%
$38.4B
$1.87 Billion 0.03% of portfolio
8,327
Q4 2024 New
$29.4B
$2.01 Billion 0.03% of portfolio
6,165
Q4 2024 Added 58.81%
$10.4B
$1.83 Billion 0.03% of portfolio
78,580
Q4 2024 Added 0.53%
$85.6B
$1.69 Billion 0.03% of portfolio
2,958
Q4 2024 Added 21.08%
$237B
$1.83 Billion 0.03% of portfolio
14,519
Q4 2024 Reduced 31.43%
$65B
$1.69 Billion 0.03% of portfolio
529
Q4 2024 Reduced 1.12%
$25.1B
$1.62 Billion 0.03% of portfolio
49,845
Q4 2024 Added 374.04%
$237B
$2.03 Billion 0.03% of portfolio
6,829
Q4 2024 Added 0.41%
$201B
$1.83 Billion 0.03% of portfolio
4,117
Q4 2024 Reduced 22.96%
$53.9B
$2.03 Billion 0.03% of portfolio
15,421
Q4 2024 Reduced 0.64%
$417B
$2.02 Billion 0.03% of portfolio
5,190
Q4 2024 Added 10.03%
$80B
$1.45 Billion 0.03% of portfolio
4,043
Q4 2024 Added 9.01%
$15.8B
$1.79 Billion 0.03% of portfolio
26,467
Q4 2024 Added 5.29%
$24.4B
$1.59 Billion 0.03% of portfolio
97,968
Q4 2024 Reduced 3.48%
$306B
$1.73 Billion 0.03% of portfolio
24,686
Q4 2024 Reduced 8.29%
$23.9B
$1.86 Billion 0.03% of portfolio
-
Q4 2024 Added 2.57%
$835B
$2 Billion 0.03% of portfolio
2,596
Q4 2024 Added 185.27%
$50.7B
$1.78 Billion 0.03% of portfolio
21,986
Q4 2024 Added 4.27%
$177B
$1.46 Billion 0.03% of portfolio
7,807
Q3 2024 Reduced 7.58%
$54.6B
$1.95 Billion 0.03% of portfolio
7,576
Q4 2024 Added 1.79%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $5.8 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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