Dynasty Wealth Management, LLC Purchases in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
361
+ 2.91%
$196.29 - $215.75 $70.9K - $77.9K
12.8K $2.69B
CASY
Caseys General Stores Inc

Consumer Cyclical
27
+ 1.41%
$309.17 - $382.87 $8.35K - $10.3K
1.94K $740M
TECK
Teck Resources LTD

Basic Materials
2.15K
+ 22.21%
$45.44 - $54.77 $97.6K - $118K
11.8K $566M
QCOM
Qualcomm Inc

Technology
101
+ 2.93%
$157.63 - $227.09 $15.9K - $22.9K
3.55K $707M
VRSK
Verisk Analytics, Inc.

Industrials
55
+ 1.76%
$217.96 - $272.27 $12K - $15K
3.18K $858M
SJM
J M Smucker CO

Consumer Defensive
1.69K
+ 37.65%
$107.47 - $124.73 $182K - $211K
6.18K $674M
TMO
Thermo Fisher Scientific Inc.

Healthcare
461
+ 8.83%
$541.52 - $599.02 $250K - $276K
5.68K $3.14B
HBAN
Huntington Bancshares Inc

Financial Services
11.7K
+ 17.01%
$12.34 - $14.26 $145K - $167K
80.8K $1.06B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.19K
+ 15.84%
$46.84 - $47.32 $103K - $104K
16K $755M
MCD
Mcdonalds Corp

Consumer Cyclical
553
+ 32.94%
$249.37 - $280.22 $138K - $155K
2.23K $569M
GD
General Dynamics Corp

Industrials
183
+ 3.66%
$281.11 - $300.23 $51.4K - $54.9K
5.18K $1.5B
MGM
Mgm Resorts International

Consumer Cyclical
2.85K
+ 21.09%
$38.53 - $47.78 $110K - $136K
16.4K $727M
CNP
Centerpoint Energy Inc

Utilities
1.51K
+ 9.98%
$27.22 - $31.31 $41.2K - $47.4K
16.7K $516M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 1.97%
$3414.82 - $4014.38 $13.7K - $16.1K
207 $818M
ACGL
Arch Capital Group Ltd.

Financial Services
111
+ 1.52%
$89.76 - $103.36 $9.96K - $11.5K
7.41K $747M
ARGX
Argenx Se

Healthcare
123
+ 22.78%
$356.01 - $451.55 $43.8K - $55.5K
663 $285M
AMD
Advanced Micro Devices Inc

Technology
1.08K
+ 17.99%
$144.27 - $183.34 $156K - $198K
7.08K $1.15B
CCK
Crown Holdings Inc

Consumer Cyclical
1.06K
+ 29.62%
$74.39 - $85.73 $78.6K - $90.6K
4.63K $344M
WK
Workiva Inc

Technology
1.22K
+ 45.69%
$70.22 - $85.49 $85.7K - $104K
3.89K $284M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
657
+ 0.8%
$75.81 - $76.76 $49.8K - $50.4K
82.3K $6.31B
CLH
Clean Harbors Inc

Industrials
29
+ 1.6%
$189.45 - $228.93 $5.49K - $6.64K
1.84K $417M
AXP
American Express CO

Financial Services
110
+ 1.67%
$217.5 - $243.08 $23.9K - $26.7K
6.68K $1.55B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
7.03K
+ 29.05%
$36.61 - $44.56 $257K - $313K
31.2K $1.18B
WM
Waste Management Inc

Industrials
199
+ 3.27%
$200.55 - $213.34 $39.9K - $42.5K
6.29K $1.34B
SUI
Sun Communities Inc

Real Estate
488
+ 22.23%
$111.32 - $128.2 $54.3K - $62.6K
2.68K $323M
PPL
Ppl Corp

Utilities
1.41K
+ 19.32%
$26.01 - $29.84 $36.7K - $42.1K
8.72K $241M
MRVL
Marvell Technology, Inc.

Technology
660
+ 8.86%
$62.13 - $78.33 $41K - $51.7K
8.11K $567M
WCC
Wesco International Inc

Industrials
546
+ 14.07%
$152.52 - $191.18 $83.3K - $104K
4.43K $702M
BKR
Baker Hughes CO

Energy
684
+ 9.76%
$31.09 - $35.17 $21.3K - $24.1K
7.69K $270M
AJG
Arthur J. Gallagher & Co.

Financial Services
51
+ 2.17%
$230.52 - $265.19 $11.8K - $13.5K
2.4K $623M
EXPE
Expedia Group, Inc.

Consumer Cyclical
508
+ 19.35%
$109.48 - $136.66 $55.6K - $69.4K
3.13K $395M
IT
Gartner Inc

Technology
253
+ 8.42%
$412.59 - $477.44 $104K - $121K
3.26K $1.46B
Ats Corporation
1.24K
+ 12.39%
N/A
11.2K $363M
ICE
Intercontinental Exchange, Inc.

Financial Services
205
+ 4.07%
$126.54 - $138.72 $25.9K - $28.4K
5.24K $717M
FE
Firstenergy Corp

Utilities
731
+ 4.58%
$36.83 - $40.43 $26.9K - $29.6K
16.7K $639M
REZI
Resideo Technologies, Inc.

Industrials
3.16K
+ 21.48%
$19.2 - $22.34 $60.7K - $70.7K
17.9K $350M
CB
Chubb LTD

Financial Services
126
+ 3.38%
$243.01 - $274.28 $30.6K - $34.6K
3.86K $983M
CAE
Cae Inc

Industrials
2.05K
+ 17.93%
$18.03 - $21.1 $36.9K - $43.1K
13.5K $250M
FITB
Fifth Third Bancorp

Financial Services
449
+ 6.29%
$34.09 - $38.98 $15.3K - $17.5K
7.58K $277M
EQT
Eqt Corp

Energy
194
+ 3.58%
$36.04 - $41.92 $6.99K - $8.13K
5.62K $208M
ETSY
Etsy Inc

Consumer Cyclical
673
+ 19.63%
$57.67 - $69.74 $38.8K - $46.9K
4.1K $242M
ABT
Abbott Laboratories

Healthcare
3.29K
+ 9.47%
$100.73 - $112.44 $331K - $369K
38K $3.95B
ES
Eversource Energy

Utilities
246
+ 5.95%
$56.71 - $61.92 $14K - $15.2K
4.38K $248M
PFGC
Performance Food Group CO

Consumer Defensive
1.26K
+ 13.04%
$66.11 - $74.1 $83.4K - $93.4K
10.9K $723M
BR
Broadridge Financial Solutions, Inc.

Technology
247
+ 4.02%
$190.46 - $207.24 $47K - $51.2K
6.39K $1.26B
NOV
Nov Inc.

Energy
399
+ 2.43%
$17.28 - $20.51 $6.89K - $8.18K
16.8K $319M
IDXX
Idexx Laboratories Inc

Healthcare
39
+ 9.85%
$468.04 - $548.53 $18.3K - $21.4K
435 $212M
PNC
Pnc Financial Services Group, Inc.

Financial Services
36
+ 2.59%
$146.54 - $161.4 $5.28K - $5.81K
1.43K $222M
RE
Everest Re Group LTD

Financial Services
15
+ 2.85%
N/A
542 $207M
Activity Summary
Buys All Purchases 187 New Holdings 28 Increased Positions 159 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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