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
PM
Philip Morris International Inc.

Consumer Defensive
9.62K
+ 53.01%
$157.77 - $183.27 $1.52M - $1.76M
27.8K $4.5B
AMAT
Applied Materials Inc

Technology
5.04K
+ 93.41%
$156.25 - $204.95 $788K - $1.03M
10.4K $2.14B
APP
App Lovin Corp

Technology
696
+ 42.03%
$335.1 - $718.54 $233K - $500K
2.35K $1.69B
MDT
Medtronic PLC

Healthcare
11.6K
New
$87.67 - $95.74 $1.02M - $1.11M
11.6K $1.11B
GS
Goldman Sachs Group Inc

Financial Services
1.22K
+ 83.15%
$696.56 - $806.32 $849K - $983K
2.69K $2.14B
BTI
British American Tobacco P.L.C.

Consumer Defensive
20.4K
New
$46.69 - $59.27 $952K - $1.21M
20.4K $1.08B
HSY
Hershey CO

Consumer Defensive
5.63K
New
$161.95 - $193.45 $912K - $1.09M
5.63K $1.05B
MRK
Merck & Co., Inc.

Healthcare
12.1K
New
$77.6 - $87.37 $943K - $1.06M
12.1K $1.02B
Arista Networks Inc
6.66K
New
N/A
6.66K $970M
SAP
Sap Se

Technology
3.61K
New
$252.42 - $311.93 $911K - $1.13M
3.61K $964M
FE
Firstenergy Corp

Utilities
17K
+ 55.06%
$39.76 - $45.82 $676K - $779K
47.9K $2.2B
IONS
Ionis Pharmaceuticals Inc

Healthcare
14.3K
New
$39.94 - $65.42 $573K - $938K
14.3K $938M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.33K
New
$167.28 - $188.45 $891K - $1M
5.33K $897M
MS
Morgan Stanley

Financial Services
4.28K
+ 35.88%
$139.09 - $161.16 $595K - $690K
16.2K $2.58B
Jacobs Solutions Inc
5.03K
+ 68.44%
N/A
12.4K $1.85B
SCHW
Schwab Charles Corp

Financial Services
8.89K
+ 99.96%
$91.03 - $98.69 $809K - $877K
17.8K $1.7B
E
Eni Spa

Energy
25.1K
New
$32.55 - $35.93 $818K - $903K
25.1K $879M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
45.5K
New
$14.73 - $19.31 $671K - $879K
45.5K $876M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3.31K
+ 60.96%
$332.69 - $399.0 $1.1M - $1.32M
8.75K $2.91B
WFC
Wells Fargo & Company

Financial Services
9.44K
+ 43.08%
$77.05 - $85.16 $727K - $804K
31.3K $2.63B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
54.4K
New
$13.29 - $16.05 $724K - $874K
54.4K $868M
HBAN
Huntington Bancshares Inc

Financial Services
47.5K
+ 53.54%
$15.87 - $17.88 $754K - $850K
136K $2.35B
CVE
Cenovus Energy Inc.

Energy
37.8K
+ 59.01%
$13.87 - $17.81 $524K - $672K
102K $1.73B
BP
Bp PLC

Energy
24.9K
New
$30.25 - $35.69 $752K - $888K
24.9K $857M
ING
Ing Groep Nv

Financial Services
29.9K
New
$22.0 - $26.08 $657K - $779K
29.9K $779M
FDX
Fedex Corp

Industrials
3.27K
New
$217.1 - $243.2 $709K - $794K
3.27K $770M
LYG
Lloyds Banking Group PLC

Financial Services
169K
New
$4.03 - $4.63 $683K - $784K
169K $769M
BHP
Bhp Group LTD

Basic Materials
13.4K
New
$48.67 - $56.22 $650K - $751K
13.4K $745M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.82K
+ 84.88%
$185.65 - $214.38 $710K - $819K
8.33K $1.67B
TAK
Takeda Pharmaceutical CO LTD

Healthcare
48.2K
New
$13.6 - $15.52 $656K - $748K
48.2K $706M
AN
Autonation, Inc.

Consumer Cyclical
2.76K
+ 65.19%
$189.27 - $227.18 $522K - $627K
6.99K $1.53B
JNJ
Johnson & Johnson

Healthcare
3.63K
New
$155.17 - $185.42 $563K - $673K
3.63K $673M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.37K
New
$412.46 - $514.1 $563K - $702K
1.37K $669M
NET
Cloudflare, Inc.

Technology
3.04K
New
$181.39 - $228.28 $551K - $694K
3.04K $652M
COST
Costco Wholesale Corp

Consumer Defensive
695
New
$915.95 - $994.57 $637K - $691K
695 $644M
Lam Research Corp
4.73K
New
N/A
4.73K $633M
APH
Amphenol Corp

Technology
3.48K
+ 45.36%
$97.39 - $125.4 $339K - $436K
11.2K $1.38B
IX
Orix Corp

Financial Services
23.5K
New
$22.28 - $27.06 $525K - $637K
23.5K $615M
CNP
Centerpoint Energy Inc

Utilities
13.3K
+ 37.33%
$35.77 - $39.16 $476K - $522K
49K $1.9B
Aptiv PLC
6.65K
New
N/A
6.65K $573M
HD
Home Depot, Inc.

Consumer Cyclical
914
+ 17.67%
$357.4 - $423.42 $327K - $387K
6.09K $2.47B
FUTU
Futu Holdings LTD

Financial Services
3.27K
New
$120.32 - $194.74 $393K - $636K
3.27K $568M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6.47K
+ 82.7%
$86.67 - $100.17 $561K - $648K
14.3K $1.29B
QCOM
Qualcomm Inc

Technology
3.41K
New
$145.84 - $173.55 $497K - $591K
3.41K $567M
BX
Blackstone Inc.

Financial Services
3.28K
New
$152.77 - $188.68 $500K - $618K
3.28K $560M
PANW
Palo Alto Networks Inc

Technology
2.69K
New
$167.06 - $208.19 $449K - $559K
2.69K $547M
HUBB
Hubbell Inc

Industrials
1.27K
New
$410.51 - $450.93 $521K - $572K
1.27K $546M
ALLE
Allegion PLC

Industrials
2.36K
+ 65.99%
$145.55 - $179.33 $343K - $423K
5.93K $1.05B
DGRO
Ishares Core Dividend Growth E

ETFs
7.86K
New
$64.12 - $68.08 $504K - $535K
7.86K $535M
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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