Dynasty Wealth Management, LLC Purchases in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.28K
+ 58.81%
$229.85 - $335.91 $525K - $767K
6.17K $2.01B
DIS
Walt Disney CO

Communication Services
9.6K
New
$92.39 - $117.6 $887K - $1.13M
9.6K $1.07B
HON
Honeywell International Inc

Industrials
3.88K
+ 52.06%
$202.84 - $236.0 $787K - $915K
11.3K $2.56B
UBER
Uber Technologies, Inc

Technology
16.8K
New
$59.93 - $86.34 $1M - $1.45M
16.8K $1.01B
UAL
United Airlines Holdings, Inc.

Industrials
9.85K
New
$55.62 - $102.44 $548K - $1.01M
9.85K $957M
DAL
Delta Air Lines, Inc.

Industrials
15.5K
New
$47.46 - $65.77 $736K - $1.02M
15.5K $938M
Smurfit Westrock PLC
16.7K
New
N/A
16.7K $900M
EMR
Emerson Electric CO

Industrials
7.01K
+ 355.76%
$108.13 - $134.33 $757K - $941K
8.97K $1.11B
SHOP
Shopify Inc.

Technology
563
+ 1.85%
$78.14 - $119.49 $44K - $67.3K
31K $3.3B
CSGP
Costar Group, Inc.

Real Estate
11.8K
+ 281.44%
$69.7 - $81.97 $820K - $965K
16K $1.14B
AZN
Astrazeneca PLC

Healthcare
12K
New
$63.2 - $79.58 $759K - $956K
12K $787M
IEF
Ishares Barclays

ETFs
8.16K
New
$92.08 - $98.18 $751K - $801K
8.16K $754M
NFLX
Netflix Inc

Communication Services
118
+ 3.6%
$687.65 - $936.56 $81.1K - $111K
3.4K $3.03B
GOOG
Alphabet Inc.

Communication Services
690
+ 3.22%
$163.08 - $198.16 $113K - $137K
22.1K $4.22B
CDNS
Cadence Design Systems Inc

Technology
2.08K
New
$249.1 - $324.54 $518K - $674K
2.08K $624M
V
Visa Inc.

Financial Services
352
+ 2.89%
$273.87 - $320.91 $96.4K - $113K
12.5K $3.96B
RHI
Robert Half International Inc.

Industrials
8.64K
New
$65.55 - $76.8 $566K - $663K
8.64K $609M
NEE
Nextera Energy Inc

Utilities
8.3K
New
$69.77 - $85.43 $579K - $709K
8.3K $595M
MA
Mastercard Inc

Financial Services
471
+ 4.76%
$491.3 - $536.15 $231K - $253K
10.4K $5.46B
Corpay Inc
1.26K
+ 27.44%
N/A
5.85K $1.98B
TRMB
Trimble Inc.

Technology
7.62K
New
$60.21 - $75.4 $459K - $574K
7.62K $538M
DFS
Discover Financial Services

Financial Services
1.14K
+ 11.12%
$136.3 - $182.67 $156K - $209K
11.4K $1.98B
MRK
Merck & Co., Inc.

Healthcare
4.83K
New
$96.31 - $114.76 $465K - $554K
4.83K $480M
MCK
Mckesson Corp

Healthcare
515
+ 21.08%
$482.27 - $628.5 $248K - $324K
2.96K $1.69B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
9.52K
New
$47.98 - $49.47 $457K - $471K
9.52K $460M
DGRO
Ishares Core Dividend Growth E

ETFs
7.07K
New
$60.73 - $64.94 $430K - $459K
7.07K $434M
FE
Firstenergy Corp

Utilities
10.8K
+ 63.0%
$39.14 - $44.52 $422K - $480K
27.9K $1.11B
NVDA
Nvidia Corp

Technology
2.57K
New
$117.0 - $148.88 $301K - $382K
2.57K $345M
COP
Conocophillips

Energy
4.08K
+ 40.49%
$95.12 - $114.72 $388K - $468K
14.2K $1.4B
OWL
Blue Owl Capital Inc.

Financial Services
417
+ 0.53%
$19.51 - $24.81 $8.14K - $10.3K
78.6K $1.83B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.12K
+ 8.04%
$49.79 - $51.14 $404K - $415K
109K $5.47B
Rubrik Inc.
4.45K
New
N/A
4.45K $291M
HPE
Hewlett Packard Enterprise CO

Technology
12.7K
+ 62.43%
$19.31 - $23.95 $245K - $304K
33K $704M
NSC
Norfolk Southern Corp

Industrials
1.48K
+ 29.32%
$230.6 - $277.0 $341K - $410K
6.53K $1.53B
KBR
Kbr, Inc.

Industrials
4.72K
New
$55.19 - $72.02 $261K - $340K
4.72K $274M
MSFT
Microsoft Corp

Technology
1.06K
+ 5.3%
$406.35 - $454.46 $430K - $481K
21K $8.86B
PTC
Ptc Inc.

Technology
1.44K
New
$175.97 - $201.89 $254K - $291K
1.44K $265M
CNP
Centerpoint Energy Inc

Utilities
6.22K
+ 21.67%
$28.58 - $32.66 $178K - $203K
34.9K $1.11B
INTU
Intuit Inc

Technology
371
+ 9.3%
$602.01 - $706.25 $223K - $262K
4.36K $2.74B
ACN
Accenture PLC

Technology
818
+ 5.29%
$343.9 - $376.86 $281K - $308K
16.3K $5.73B
PEP
Pepsico Inc

Consumer Defensive
1.64K
New
$151.29 - $176.1 $249K - $290K
1.64K $250M
USFD
Us Foods Holding Corp.

Consumer Defensive
1.33K
+ 5.29%
$60.65 - $72.33 $80.7K - $96.2K
26.5K $1.79B
ORCL
Oracle Corp

Technology
2.2K
+ 6.25%
$165.41 - $192.43 $363K - $422K
37.3K $6.22B
IP
International Paper CO

Consumer Cyclical
4.33K
New
$46.64 - $59.57 $202K - $258K
4.33K $233M
HUM
Humana Inc

Healthcare
911
New
$233.89 - $304.18 $213K - $277K
911 $231M
PAYC
Paycom Software, Inc.

Technology
316
+ 7.34%
$159.94 - $240.25 $50.5K - $75.9K
4.62K $947M
MDT
Medtronic PLC

Healthcare
2.83K
New
$79.61 - $92.24 $225K - $261K
2.83K $226M
SYK
Stryker Corp

Healthcare
633
+ 9.07%
$345.14 - $392.15 $218K - $248K
7.61K $2.74B
FLEX
Flex Ltd.

Technology
819
+ 2.27%
$32.52 - $41.3 $26.6K - $33.8K
37K $1.42B
Activity Summary
Buys All Purchases 170 New Holdings 52 Increased Positions 118 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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