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
BSY
Bentley Systems Inc

Technology
5.01K
New
$51.48 - $58.72 $258K - $294K
5.01K $258M
SNOW
Snowflake Inc.

Technology
1.14K
New
$191.73 - $241.0 $218K - $274K
1.14K $257M
PSTG
Pure Storage, Inc.

Technology
2.95K
New
$54.47 - $88.29 $160K - $260K
2.95K $247M
NGG
National Grid PLC

Utilities
3.34K
New
$67.98 - $74.38 $227K - $248K
3.34K $243M
TEF
Telefonica S A

Communication Services
47.7K
New
$5.01 - $5.71 $239K - $273K
47.7K $242M
ZS
Zscaler, Inc.

Technology
808
New
$267.68 - $316.5 $216K - $256K
808 $242M
MCHP
Microchip Technology Inc

Technology
4.7K
+ 48.12%
$60.95 - $75.26 $287K - $354K
14.5K $929M
PWR
Quanta Services, Inc.

Industrials
579
New
$372.29 - $421.68 $216K - $244K
579 $240M
HYMU
Blackrock ETF Tr Ii High Yield
10.4K
+ 3.94%
N/A
273K $6.11B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
14.1K
New
$14.53 - $17.13 $205K - $242K
14.1K $237M
Ge Vernova Inc
381
New
N/A
381 $234M
UL
Unilever PLC

Consumer Defensive
3.91K
New
$58.43 - $65.01 $229K - $254K
3.91K $232M
Super Micro Computer Inc
4.84K
New
N/A
4.84K $232M
DDOG
Datadog, Inc.

Technology
1.61K
New
$124.52 - $155.15 $200K - $250K
1.61K $229M
CEG
Constellation Energy Corp

Utilities
693
New
$298.82 - $354.89 $207K - $246K
693 $228M
Nebius Group N.V.
2.02K
New
N/A
2.02K $227M
PHG
Koninklijke Philips Nv

Healthcare
8.28K
New
$23.84 - $28.62 $197K - $237K
8.28K $226M
Anglogold Ashanti PLC
3.15K
New
N/A
3.15K $222M
DIS
Walt Disney CO

Communication Services
2.63K
+ 31.18%
$112.25 - $124.0 $296K - $326K
11.1K $1.27B
SNN
Smith & Nephew PLC

Healthcare
6.08K
New
$29.33 - $38.7 $178K - $235K
6.08K $221M
SNPS
Synopsys Inc

Technology
439
New
$387.78 - $645.35 $170K - $283K
439 $217M
LYV
Live Nation Entertainment, Inc.

Communication Services
935
+ 40.27%
$143.56 - $174.06 $134K - $163K
3.26K $532M
CASY
Caseys General Stores Inc

Consumer Cyclical
150
+ 9.55%
$494.52 - $565.32 $74.2K - $84.8K
1.72K $972M
VST
Vistra Corp.

Utilities
765
+ 48.94%
$182.0 - $217.92 $139K - $167K
2.33K $456M
MFG
Mizuho Financial Group Inc

Financial Services
22.7K
New
$5.42 - $6.85 $123K - $155K
22.7K $152M
TRMB
Trimble Inc.

Technology
1.27K
+ 17.8%
$76.46 - $85.24 $96.9K - $108K
8.38K $685M
NOW
Service Now, Inc.

Technology
327
+ 22.08%
$850.86 - $1044.69 $278K - $342K
1.81K $1.66B
CNQ
Canadian Natural Resources LTD

Energy
3.58K
+ 12.72%
$29.31 - $32.93 $105K - $118K
31.7K $1.01B
HLI
Houlihan Lokey, Inc.

Financial Services
201
+ 6.91%
$181.55 - $209.19 $36.5K - $42K
3.11K $638M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.04K
+ 22.04%
$45.92 - $47.76 $93.6K - $97.3K
11.3K $536M
AJG
Arthur J. Gallagher & Co.

Financial Services
63
+ 2.46%
$284.17 - $319.49 $17.9K - $20.1K
2.63K $814M
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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