Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

Dynasty Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.31 Trillion distributed in 224 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 $369B, Ishares Core U.S. Aggregate Bo with a value of $301B, Fidelity Covington Tr Value Fa with a value of $297B, Fcf Us Quality ETF with a value of $268B, and Ishares Tr with a value of $198B.

Examining the 13F form we can see an decrease of $82.3B in the current position value, from $3.39T to 3.31T.

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 $3.31 Trillion
Technology: $68.9 Billion
Financial Services: $37.7 Billion
Healthcare: $33.6 Billion
Consumer Cyclical: $33.2 Billion
ETFs: $32.2 Billion
Industrials: $21.3 Billion
Communication Services: $17.5 Billion
Consumer Defensive: $10.4 Billion
Other: $20.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.25T
$12.9 Billion 0.39% of portfolio
69,485
Q3 2024 Reduced 20.13%
$4.05T
$10.3 Billion 0.31% of portfolio
44,254
Q3 2024 Added 31.9%
$1.15T
$8.47 Billion 0.26% of portfolio
51,092
Q3 2024 Reduced 16.07%
$3.17T
$8.59 Billion 0.26% of portfolio
19,963
Q3 2024 Reduced 23.19%
$475B
$6.35 Billion 0.19% of portfolio
10,856
Q3 2024 Reduced 6.78%
$450B
$5.98 Billion 0.18% of portfolio
35,104
Q3 2024 Added 89.25%
$222B
$5.46 Billion 0.17% of portfolio
15,457
Q3 2024 Reduced 5.78%
$501B
$4.88 Billion 0.15% of portfolio
9,890
Q3 2024 Reduced 12.51%
$702B
$5.06 Billion 0.15% of portfolio
23,996
Q3 2024 Added 2.61%
$1.17T
$3.59 Billion 0.11% of portfolio
21,444
Q3 2024 Reduced 34.3%
$216B
$3.37 Billion 0.1% of portfolio
3,770
Q3 2024 Reduced 14.96%
$516B
$3.35 Billion 0.1% of portfolio
12,190
Q3 2024 Reduced 11.23%
$1.32T
$3.29 Billion 0.1% of portfolio
12,562
Q3 2024 Reduced 4.06%
$203B
$2.88 Billion 0.09% of portfolio
4,663
Q3 2024 Reduced 17.89%
$207B
$2.77 Billion 0.08% of portfolio
5,344
Q3 2024 Added 24.19%
$401B
$2.33 Billion 0.07% of portfolio
3,279
Q3 2024 Reduced 26.17%
$222B
$1.84 Billion 0.06% of portfolio
6,801
Q3 2024 Added 1.77%
$399B
$1.91 Billion 0.06% of portfolio
4,717
Q3 2024 Added 96.05%
$267B
$1.52 Billion 0.05% of portfolio
26,918
Q3 2024 Reduced 13.67%
$246B
$1.72 Billion 0.05% of portfolio
21,291
Q3 2024 Reduced 22.06%
$312B
$1.6 Billion 0.05% of portfolio
8,104
Q3 2024 Added 26.29%
$275B
$1.27 Billion 0.04% of portfolio
6,166
Q3 2024 Reduced 3.7%
$396B
$1.3 Billion 0.04% of portfolio
7,503
Q3 2024 Reduced 1.44%
$375B
$1.12 Billion 0.03% of portfolio
6,881
Q3 2024 Reduced 4.79%
$735B
$806 Million 0.02% of portfolio
910
Q3 2024 Reduced 7.33%
$213B
$694 Million 0.02% of portfolio
2,279
Q3 2024 Added 2.11%

Summary

  • Portfolio
  • No. of Stocks 224
  • Current Value $3.31 Trillion
  • Prior Value $3.39 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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