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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$451B
$3.03 Billion 0.05% of portfolio
3,397
Q4 2024 Added 3.6%
$224B
$2.46 Billion 0.04% of portfolio
20,453
Q4 2024 Added 4.42%
$337B
$2.39 Billion 0.04% of portfolio
13,475
Q4 2024 Added 66.28%
$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%
$417B
$2.02 Billion 0.03% of portfolio
5,190
Q4 2024 Added 10.03%
$306B
$1.73 Billion 0.03% of portfolio
24,686
Q4 2024 Reduced 8.29%
$835B
$2 Billion 0.03% of portfolio
2,596
Q4 2024 Added 185.27%
$400B
$1.1 Billion 0.02% of portfolio
7,599
Q4 2024 Added 10.43%
$306B
$1.29 Billion 0.02% of portfolio
5,847
Q4 2024 Reduced 5.17%
$398B
$1.29 Billion 0.02% of portfolio
7,706
Q4 2024 Added 2.71%
$224B
$1.12 Billion 0.02% of portfolio
1,959
Q4 2024 Reduced 8.03%
$202B
$1.07 Billion 0.02% of portfolio
9,598
Q4 2024 New
$224B
$576 Million 0.01% of portfolio
1,107
Q4 2024 Reduced 76.26%
$221B
$480 Million 0.01% of portfolio
4,826
Q4 2024 New
$217B
$713 Million 0.01% of portfolio
2,461
Q4 2024 Added 7.99%
$324B
$345 Million 0.01% of portfolio
2,569
Q4 2024 New
$223B
$787 Million 0.01% of portfolio
12,012
Q4 2024 New

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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