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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$486 Billion 8.39% of portfolio
825,799
Q4 2024 Added 29.06%
$0
$468 Billion 8.07% of portfolio
7,038,056
Q4 2024 Added 71.22%
$0
$311 Billion 5.37% of portfolio
3,542,609
Q4 2024 New
$0
$286 Billion 4.93% of portfolio
2,948,330
Q4 2024 Reduced 0.77%
$0
$258 Billion 4.45% of portfolio
5,580,016
Q4 2024 New
$0
$258 Billion 4.44% of portfolio
3,664,585
Q4 2024 Reduced 0.97%
$0
$245 Billion 4.22% of portfolio
4,778,447
Q4 2024 New
$0
$224 Billion 3.86% of portfolio
1,404,039
Q4 2024 Added 54.8%
$0
$193 Billion 3.33% of portfolio
2,663,043
Q4 2024 Added 264.49%
$0
$181 Billion 3.12% of portfolio
1,970,053
Q4 2024 Reduced 17.88%
$0
$169 Billion 2.92% of portfolio
3,310,399
Q4 2024 Added 71.58%
$0
$155 Billion 2.67% of portfolio
4,461,629
Q4 2024 New
$0
$136 Billion 2.34% of portfolio
2,598,183
Q4 2024 Added 2,630.04%
$0
$132 Billion 2.28% of portfolio
2,940,413
Q4 2024 Added 142.11%
$0
$126 Billion 2.17% of portfolio
2,040,969
Q4 2024 Reduced 43.04%
$0
$107 Billion 1.84% of portfolio
1,203,928
Q4 2024 Added 8.42%
$0
$83.1 Billion 1.43% of portfolio
720,964
Q4 2024 Reduced 50.0%
$0
$80.1 Billion 1.38% of portfolio
1,443,867
Q4 2024 New
$0
$79.1 Billion 1.36% of portfolio
905,254
Q4 2024 Added 50.67%
$0
$78 Billion 1.35% of portfolio
805,360
Q4 2024 New
$0
$74.6 Billion 1.29% of portfolio
1,442,118
Q4 2024 New
$0
$69.9 Billion 1.21% of portfolio
119,206
Q4 2024 Reduced 77.08%
$0
$68.9 Billion 1.19% of portfolio
1,312,367
Q4 2024 New
$0
$57.1 Billion 0.99% of portfolio
666,888
Q4 2024 New
$0
$51.7 Billion 0.89% of portfolio
1,000,289
Q4 2024 Added 370.98%
$0
$48 Billion 0.83% of portfolio
232,135
Q4 2024 Added 143.68%
$0
$44.2 Billion 0.76% of portfolio
439,747
Q4 2024 New
$0
$42.5 Billion 0.73% of portfolio
398,524
Q4 2024 New
$0
$38.6 Billion 0.67% of portfolio
220,191
Q4 2024 Reduced 7.28%
$45.8B
$37.3 Billion 0.64% of portfolio
753,522
Q4 2024 Added 29.02%
$0
$36 Billion 0.62% of portfolio
942,100
Q4 2024 New
$0
$35.5 Billion 0.61% of portfolio
506,440
Q4 2024 Reduced 8.72%
$0
$33.2 Billion 0.57% of portfolio
311,510
Q4 2024 New
$0
$32.4 Billion 0.56% of portfolio
111,910
Q4 2024 Reduced 1.48%
$0
$26.9 Billion 0.46% of portfolio
270,722
Q4 2024 Added 171.13%
$0
$21.9 Billion 0.38% of portfolio
118,422
Q4 2024 Added 1,235.08%
$0
$19.3 Billion 0.33% of portfolio
427,016
Q4 2024 New
$0
$17.8 Billion 0.31% of portfolio
175,178
Q4 2024 Added 167.66%
$0
$17.4 Billion 0.3% of portfolio
230,718
Q4 2024 Reduced 49.7%
$0
$13.2 Billion 0.23% of portfolio
147,881
Q4 2024 New
$0
$9.79 Billion 0.17% of portfolio
222,250
Q4 2024 Added 2.07%
$0
$8.72 Billion 0.15% of portfolio
182,253
Q4 2024 Added 3.22%
$0
$8.12 Billion 0.14% of portfolio
33,815
Q4 2024 Added 0.89%
$0
$7.17 Billion 0.12% of portfolio
143,639
Q4 2024 New
$0
$6.51 Billion 0.11% of portfolio
111,879
Q4 2024 Reduced 52.73%
$0
$6.24 Billion 0.11% of portfolio
125,144
Q4 2024 New
$0
$6.42 Billion 0.11% of portfolio
83,081
Q4 2024 Added 0.84%
$0
$6.13 Billion 0.11% of portfolio
64,178
Q4 2024 New
$0
$5.79 Billion 0.1% of portfolio
255,382
Q4 2024 Added 90.24%

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
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