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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.24B
$642 Million 0.01% of portfolio
4,137
Q4 2024 Added 1.03%
$3.14B
$440 Million 0.01% of portfolio
19,075
Q4 2024 Added 1.19%
$6.5B
$609 Million 0.01% of portfolio
8,636
Q4 2024 New
$9.18B
$566 Million 0.01% of portfolio
3,259
Q4 2024 Reduced 10.79%
$9B
$503 Million 0.01% of portfolio
13,979
Q4 2024 Added 4.38%
$7.95B
$580 Million 0.01% of portfolio
17,327
Q4 2024 Reduced 57.59%
$4.14B
$464 Million 0.01% of portfolio
13,862
Q4 2024 Added 1.81%
$9.47B
$847 Million 0.01% of portfolio
4,985
Q4 2024 Added 3.79%
$7.56B
$429 Million 0.01% of portfolio
16,903
Q4 2024 Added 0.58%
$7.49B
$274 Million 0.0% of portfolio
4,722
Q4 2024 New
$6.83B
$241 Million 0.0% of portfolio
5,897
Q4 2024 Added 24.83%
$5.74B
$119 Million 0.0% of portfolio
17,137
Q4 2024 Reduced 46.3%
$2.86B
$226 Million 0.0% of portfolio
3,134
Q4 2024 Added 1.72%

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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