Dynasty Wealth Management, LLC Purchases in Q3 2025

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
22.9K
+ 63.68%
$211.65 - $238.24 $4.85M - $5.46M
58.9K $12.9B
ABBV
Abb Vie Inc.

Healthcare
21K
New
$184.85 - $231.54 $3.89M - $4.87M
21K $4.87B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
90.3K
New
$49.09 - $50.58 $4.43M - $4.57M
90.3K $4.56B
Ab Active Etfs Inc
173K
New
N/A
173K $4.39B
KGC
Kinross Gold Corp

Basic Materials
147K
+ 185.41%
$15.19 - $24.85 $2.23M - $3.65M
226K $5.62B
IXUS
Ishares Tr

ETFs
48.4K
+ 88.51%
$76.35 - $82.58 $3.7M - $4M
103K $8.52B
V
Visa Inc.

Financial Services
12.5K
New
$332.09 - $358.86 $4.14M - $4.48M
12.5K $4.26B
TIP
Ishares Tr Tips Bd ETF

ETFs
32.3K
+ 7.92%
$109.11 - $111.88 $3.53M - $3.61M
440K $48.9B
NEM
Newmont Corp

Basic Materials
46.6K
New
$57.35 - $85.25 $2.67M - $3.97M
46.6K $3.93B
AZN
Astrazeneca PLC

Healthcare
42.6K
New
$68.72 - $82.11 $2.93M - $3.5M
42.6K $3.27B
NFLX
Netflix Inc

Communication Services
2.68K
New
$1147.87 - $1297.18 $3.07M - $3.47M
2.68K $3.21B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
114K
+ 107.69%
$22.64 - $23.22 $2.59M - $2.66M
221K $5.1B
PLTR
Palantir Technologies Inc.

Technology
14.5K
New
$130.68 - $186.97 $1.9M - $2.72M
14.5K $2.65B
ASML
Asml Holding Nv

Technology
2.69K
New
$689.63 - $968.09 $1.85M - $2.6M
2.69K $2.6B
INTF
Ishares Tr

ETFs
65.5K
+ 60.38%
$33.72 - $36.17 $2.21M - $2.37M
174K $6.24B
COF
Capital One Financial Corp

Financial Services
11.8K
New
$207.29 - $229.74 $2.44M - $2.7M
11.8K $2.5B
ALL
Allstate Corp

Financial Services
11K
New
$192.0 - $214.65 $2.12M - $2.36M
11K $2.36B
SUB
Ishares Short Term National Mu

ETFs
22.1K
New
$106.17 - $107.3 $2.34M - $2.37M
22.1K $2.36B
CRH.L
Crh PLC

Basic Materials
14.9K
+ 77.48%
N/A
34.1K $4.09B
IEF
Ishares Barclays

ETFs
23.8K
+ 429.56%
$93.91 - $97.26 $2.24M - $2.32M
29.4K $2.84B
SHOP
Shopify Inc.

Technology
15.5K
New
$112.11 - $157.12 $1.74M - $2.43M
15.5K $2.3B
MEAR
Blackrock Short Maturity Munic

ETFs
42.1K
+ 27.22%
$50.17 - $50.56 $2.11M - $2.13M
197K $9.94B
MPC
Marathon Petroleum Corp

Energy
9.81K
+ 134.76%
$158.59 - $198.69 $1.56M - $1.95M
17.1K $3.29B
LHX
L3 Harris Technologies, Inc.

Industrials
6.74K
New
$252.18 - $305.41 $1.7M - $2.06M
6.74K $2.06B
SHEL
Shell PLC

Energy
28.5K
New
$69.82 - $73.93 $1.99M - $2.11M
28.5K $2.04B
EMB
Ishares Tr

ETFs
15.9K
+ 10.49%
$91.52 - $95.59 $1.46M - $1.52M
168K $16B
DGX
Quest Diagnostics Inc

Healthcare
9.75K
New
N/A
9.75K $1.86B
ABC
Amerisourcebergen Corp

Healthcare
5.29K
+ 67.6%
N/A
13.1K $4.1B
SAN
Banco Santander, S.A.

Financial Services
166K
New
$8.27 - $10.48 $1.38M - $1.74M
166K $1.74B
AZO
Autozone Inc

Consumer Cyclical
322
+ 59.63%
$3649.42 - $4354.54 $1.18M - $1.4M
862 $3.7B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
35.7K
+ 84.07%
$44.82 - $46.28 $1.6M - $1.65M
78.3K $3.6B
URI
United Rentals, Inc.

Industrials
1.46K
+ 113.65%
$774.14 - $975.23 $1.13M - $1.42M
2.74K $2.61B
RBLX
Roblox Corp

Communication Services
11.6K
New
$100.65 - $141.56 $1.17M - $1.64M
11.6K $1.6B
ORCL
Oracle Corp

Technology
789
+ 3.64%
$218.96 - $328.33 $173K - $259K
22.5K $6.32B
HSBC
Hsbc Holdings PLC

Financial Services
22K
New
$60.27 - $70.98 $1.33M - $1.56M
22K $1.56B
USFD
Us Foods Holding Corp.

Consumer Defensive
20.1K
+ 90.03%
$76.35 - $84.68 $1.54M - $1.71M
42.5K $3.26B
AMD
Advanced Micro Devices Inc

Technology
9.41K
New
$134.8 - $184.42 $1.27M - $1.73M
9.41K $1.52B
BKNG
Booking Holdings Inc.

Consumer Cyclical
287
+ 229.6%
$5364.25 - $5815.92 $1.54M - $1.67M
412 $2.22B
NVS
Novartis Ag

Healthcare
11.6K
New
$113.5 - $129.73 $1.32M - $1.51M
11.6K $1.49B
TTE
Total Energies Se

Energy
24.8K
New
N/A
24.8K $1.48B
AXP
American Express CO

Financial Services
4.1K
+ 71.34%
$294.27 - $342.31 $1.21M - $1.4M
9.86K $3.27B
ETR
Entergy Corp

Utilities
14.9K
New
$80.93 - $93.55 $1.21M - $1.4M
14.9K $1.39B
GD
General Dynamics Corp

Industrials
3.27K
+ 72.65%
$293.92 - $341.0 $962K - $1.12M
7.78K $2.65B
FLEX
Flex Ltd.

Technology
19.4K
+ 80.07%
$48.49 - $59.33 $940K - $1.15M
43.6K $2.53B
SONY
Sony Group Corp

Technology
45.7K
New
$23.92 - $30.07 $1.09M - $1.37M
45.7K $1.32B
MU
Micron Technology Inc

Technology
4.92K
+ 45.23%
$104.88 - $168.89 $516K - $830K
15.8K $2.64B
DELL
Dell Technologies Inc.

Technology
8.06K
+ 109.51%
$120.96 - $141.77 $975K - $1.14M
15.4K $2.19B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9.61K
New
$96.73 - $137.09 $929K - $1.32M
9.61K $1.27B
MCK
Mckesson Corp

Healthcare
1.45K
+ 50.88%
$659.01 - $772.54 $952K - $1.12M
4.29K $3.31B
Activity Summary
Buys All Purchases 232 New Holdings 127 Increased Positions 105 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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