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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$1.83 Billion 0.03% of portfolio
14,519
Q4 2024 Reduced 31.43%
$0
$1.62 Billion 0.03% of portfolio
36,516
Q4 2024 Reduced 40.19%
$0
$1.95 Billion 0.03% of portfolio
68,046
Q4 2024 New
$69.9B
$1.69 Billion 0.03% of portfolio
529
Q4 2024 Reduced 1.12%
$26.1B
$1.62 Billion 0.03% of portfolio
49,845
Q4 2024 Added 374.04%
$191B
$2.03 Billion 0.03% of portfolio
6,829
Q4 2024 Added 0.41%
$163B
$1.83 Billion 0.03% of portfolio
4,117
Q4 2024 Reduced 22.96%
$45.2B
$2.03 Billion 0.03% of portfolio
15,421
Q4 2024 Reduced 0.64%
$366B
$2.02 Billion 0.03% of portfolio
5,190
Q4 2024 Added 10.03%
$79.5B
$1.45 Billion 0.03% of portfolio
4,043
Q4 2024 Added 9.01%
$14.3B
$1.79 Billion 0.03% of portfolio
26,467
Q4 2024 Added 5.29%
$19B
$1.59 Billion 0.03% of portfolio
97,968
Q4 2024 Reduced 3.48%
$239B
$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%
$717B
$2 Billion 0.03% of portfolio
2,596
Q4 2024 Added 185.27%
$43.4B
$1.78 Billion 0.03% of portfolio
21,986
Q4 2024 Added 4.27%
$46.7B
$1.95 Billion 0.03% of portfolio
7,576
Q4 2024 Added 1.79%
$94.9B
$1.4 Billion 0.02% of portfolio
2,215
Q4 2024 Added 4.43%
$95.4B
$1.33 Billion 0.02% of portfolio
6,580
Q4 2024 Added 6.39%
$24.4B
$1.39 Billion 0.02% of portfolio
8,646
Q4 2024 Added 10.65%
$404B
$1.1 Billion 0.02% of portfolio
7,599
Q4 2024 Added 10.43%
Smurfit Westrock PLC
-
$900 Million 0.02% of portfolio
-
Q4 2024 New
Jacobs Solutions Inc
-
$1.06 Billion 0.02% of portfolio
-
Q4 2024 Added 0.13%
Kenvue Inc
-
$1.17 Billion 0.02% of portfolio
-
Q4 2024 Added 30.5%
$19.5B
$1.18 Billion 0.02% of portfolio
8,187
Q4 2024 Reduced 3.14%
$31.5B
$1.23 Billion 0.02% of portfolio
6,507
Q4 2024 Added 1.85%
$62.3B
$1.14 Billion 0.02% of portfolio
8,206
Q4 2024 Added 0.69%
$327B
$1.29 Billion 0.02% of portfolio
5,847
Q4 2024 Reduced 5.17%
$13.1B
$947 Million 0.02% of portfolio
4,621
Q4 2024 Added 7.34%
$15.6B
$968 Million 0.02% of portfolio
11,251
Q4 2024 Reduced 6.41%
$149B
$907 Million 0.02% of portfolio
10,546
Q4 2024 Reduced 10.32%
$124B
$994 Million 0.02% of portfolio
6,112
Q4 2024 Reduced 10.26%
$145B
$1.01 Billion 0.02% of portfolio
16,760
Q4 2024 New
$21.5B
$957 Million 0.02% of portfolio
9,851
Q4 2024 New
$157B
$1.12 Billion 0.02% of portfolio
4,302
Q4 2024 Reduced 9.32%
$77.2B
$1.36 Billion 0.02% of portfolio
16,126
Q4 2024 Reduced 5.33%
$401B
$1.29 Billion 0.02% of portfolio
7,706
Q4 2024 Added 2.71%
$41.4B
$1.08 Billion 0.02% of portfolio
1,536
Q4 2024 Reduced 19.03%
$172B
$1.12 Billion 0.02% of portfolio
1,959
Q4 2024 Reduced 8.03%
$154B
$1.07 Billion 0.02% of portfolio
9,598
Q4 2024 New
$32.3B
$1.14 Billion 0.02% of portfolio
15,952
Q4 2024 Added 281.44%
$59.7B
$1.11 Billion 0.02% of portfolio
8,974
Q4 2024 Added 355.76%
$25.8B
$938 Million 0.02% of portfolio
15,506
Q4 2024 New
$120B
$913 Million 0.02% of portfolio
3,305
Q4 2024 Reduced 13.84%
$22.1B
$995 Million 0.02% of portfolio
8,631
Q4 2024 Reduced 2.47%
$76.5B
$1.27 Billion 0.02% of portfolio
4,808
Q4 2024 Reduced 7.61%
$23.4B
$1.11 Billion 0.02% of portfolio
34,917
Q4 2024 Added 21.67%
$110B
$1.4 Billion 0.02% of portfolio
14,164
Q4 2024 Added 40.49%
$23.5B
$1.11 Billion 0.02% of portfolio
27,910
Q4 2024 Added 63.0%

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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