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
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.15K
+ 14.59%
$89.29 - $100.17 $281K - $315K
24.7K $2.47B
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.9K
+ 7.92%
$96.22 - $98.19 $472K - $482K
66.8K $6.55B
Gsk PLC
12K
New
N/A
12K $520M
UAL
United Airlines Holdings, Inc.

Industrials
3.75K
+ 42.15%
$80.05 - $109.36 $300K - $410K
12.6K $1.22B
MT
Arcelor Mittal

Basic Materials
13.8K
New
$30.39 - $36.94 $421K - $512K
13.8K $501M
SE
Sea LTD

Consumer Cyclical
2.78K
New
$146.23 - $196.5 $407K - $547K
2.78K $497M
MUSA
Murphy Usa Inc.

Consumer Cyclical
1.25K
New
$361.83 - $435.43 $450K - $542K
1.25K $483M
NSC
Norfolk Southern Corp

Industrials
691
+ 11.21%
$259.49 - $300.41 $179K - $208K
6.86K $2.06B
TS
Tenaris Sa

Energy
13.1K
New
$34.66 - $38.85 $453K - $508K
13.1K $467M
GRFS
Grifols Sa

Healthcare
46.4K
New
$8.87 - $10.85 $412K - $504K
46.4K $463M
EQNR
Equinor Asa

Energy
18.6K
New
$23.7 - $27.1 $441K - $505K
18.6K $454M
HMC
Honda Motor CO LTD

Consumer Cyclical
14.5K
New
$29.11 - $34.85 $423K - $507K
14.5K $448M
AMGN
Amgen Inc

Healthcare
1.58K
New
$271.18 - $309.22 $427K - $487K
1.58K $445M
NVO
Novo Nordisk A S

Healthcare
7.89K
New
$45.38 - $71.7 $358K - $565K
7.89K $438M
NU
Nu Holdings Ltd.

Financial Services
27.2K
New
$11.92 - $16.3 $324K - $444K
27.2K $436M
WDS
Woodside Energy Group LTD

Energy
28.2K
New
$15.05 - $17.66 $424K - $498K
28.2K $424M
LDOS
Leidos Holdings, Inc.

Technology
1.28K
+ 22.54%
$159.2 - $188.96 $204K - $242K
6.98K $1.32B
KLAC
Kla Corp

Technology
120
+ 7.58%
$843.9 - $1078.6 $101K - $129K
1.7K $1.84B
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
10.7K
New
$38.16 - $41.91 $409K - $449K
10.7K $414M
GE
General Electric CO

Industrials
1.36K
New
$244.75 - $305.63 $334K - $417K
1.36K $410M
CPNG
Coupang, Inc.

Consumer Cyclical
12.5K
New
$27.67 - $33.53 $346K - $420K
12.5K $403M
Sharkninja Inc
3.71K
New
N/A
3.71K $383M
DASH
Door Dash, Inc.

Communication Services
1.41K
New
$234.5 - $272.5 $330K - $383K
1.41K $382M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.85K
New
$119.73 - $134.7 $341K - $383K
2.85K $380M
VRT
Vertiv Holdings CO

Industrials
2.04K
+ 75.51%
N/A
4.74K $716M
COP
Conocophillips

Energy
2.93K
+ 16.04%
$91.0 - $98.99 $266K - $290K
21.2K $2B
SPOT
Spotify Technology S.A.

Communication Services
517
New
$620.01 - $738.53 $321K - $382K
517 $361M
MKSI
Mks Instruments Inc

Technology
2.7K
New
$89.62 - $129.92 $242K - $351K
2.7K $334M
PPL
Ppl Corp

Utilities
4.19K
+ 7.69%
$33.54 - $37.24 $140K - $156K
58.7K $2.18B
FIX
Comfort Systems Usa Inc

Industrials
404
New
$521.66 - $825.18 $211K - $333K
404 $334M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.83K
New
$109.55 - $124.15 $310K - $351K
2.83K $331M
PG
Procter & Gamble CO

Consumer Defensive
2.13K
New
$150.47 - $161.22 $320K - $343K
2.13K $327M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.69K
+ 66.76%
$127.59 - $152.81 $215K - $258K
4.22K $643M
TM
Toyota Motor Corp

Consumer Cyclical
1.66K
New
$167.86 - $202.79 $279K - $337K
1.66K $318M
CVNA
Carvana Co.

Consumer Cyclical
841
New
$326.09 - $392.66 $274K - $330K
841 $317M
SOFI
So Fi Technologies, Inc.

Financial Services
12K
New
$17.64 - $29.81 $212K - $357K
12K $317M
UWMC
Uwm Holdings Corp

Financial Services
50.9K
New
$3.99 - $6.91 $203K - $352K
50.9K $310M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
668
New
$311.12 - $482.13 $208K - $322K
668 $305M
MMM
3 M CO

Industrials
1.95K
New
$144.41 - $160.2 $281K - $312K
1.95K $302M
KKR
Kkr & Co. Inc.

Financial Services
2.26K
New
$129.95 - $152.16 $293K - $343K
2.26K $293M
CVX
Chevron Corp

Energy
1.86K
New
$145.57 - $161.83 $270K - $301K
1.86K $289M
CMI
Cummins Inc

Industrials
681
New
$327.85 - $426.39 $223K - $290K
681 $288M
TXG
10x Genomics, Inc.

Healthcare
23.9K
New
$11.34 - $14.64 $272K - $351K
23.9K $280M
UNH
Unitedhealth Group Inc

Healthcare
806
New
$237.77 - $353.61 $192K - $285K
806 $278M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
14.3K
New
$11.93 - $21.97 $171K - $315K
14.3K $276M
Natwest Group PLC
19.4K
New
N/A
19.4K $274M
RIO
Rio Tinto PLC

Basic Materials
4.08K
New
$57.66 - $66.01 $235K - $269K
4.08K $269M
VOD
Vodafone Group Public LTD CO

Communication Services
22.3K
New
$10.67 - $12.06 $238K - $269K
22.3K $259M
NMR
Nomura Holdings Inc

Financial Services
35.5K
New
$6.28 - $7.56 $223K - $269K
35.5K $258M
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email