Dynasty Wealth Management, LLC Incresed Positions in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
52K
+ 141.88%
$22.39 - $23.45 $1.16M - $1.22M
88.6K $2.04B
AXP
American Express CO

Financial Services
28
+ 0.41%
$267.35 - $305.57 $7.49K - $8.56K
6.83K $2.03B
BR
Broadridge Financial Solutions, Inc.

Technology
471
+ 7.45%
$209.64 - $236.44 $98.7K - $111K
6.8K $1.54B
ADP
Automatic Data Processing Inc

Industrials
218
+ 3.1%
$280.08 - $307.97 $61.1K - $67.1K
7.24K $2.12B
VB
Vanguard Small Cap ETF

ETFs
297
+ 0.89%
$233.76 - $261.58 $69.4K - $77.7K
33.8K $8.12B
AON
Aon PLC

Financial Services
334
+ 9.01%
$344.14 - $393.31 $115K - $131K
4.04K $1.45B
KEYS
Keysight Technologies, Inc.

Technology
832
+ 10.65%
$149.01 - $172.53 $124K - $144K
8.65K $1.39B
EQT
Eqt Corp

Energy
1.51K
+ 21.03%
$35.62 - $46.89 $53.6K - $70.6K
8.67K $400M
WDAY
Workday, Inc.

Technology
133
+ 1.79%
$233.85 - $279.91 $31.1K - $37.2K
7.58K $1.95B
USB
Us Bancorp \De\

Financial Services
2.33K
+ 34.8%
$43.98 - $53.66 $102K - $125K
9.01K $431M
CPRT
Copart Inc

Consumer Cyclical
927
+ 7.04%
$51.36 - $63.8 $47.6K - $59.1K
14.1K $808M
CAE
Cae Inc

Industrials
98
+ 0.58%
$17.6 - $25.38 $1.72K - $2.49K
16.9K $429M
HD
Home Depot, Inc.

Consumer Cyclical
473
+ 10.03%
$385.02 - $431.37 $182K - $204K
5.19K $2.02B
NICE
Nice Ltd.

Technology
594
+ 23.3%
$164.71 - $199.17 $97.8K - $118K
3.14K $534M
PM
Philip Morris International Inc.

Consumer Defensive
866
+ 4.42%
$118.38 - $133.06 $103K - $115K
20.5K $2.46B
RJF
Raymond James Financial Inc

Financial Services
158
+ 8.95%
$123.0 - $170.1 $19.4K - $26.9K
1.92K $299M
DT
Dynatrace, Inc.

Technology
1.38K
+ 25.32%
$51.09 - $59.6 $70.4K - $82.1K
6.82K $370M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
118
+ 1.85%
$180.39 - $205.43 $21.3K - $24.2K
6.51K $1.23B
VST
Vistra Corp.

Utilities
218
+ 11.22%
$115.74 - $166.61 $25.2K - $36.3K
2.16K $298M
CHWY
Chewy, Inc.

Consumer Cyclical
246
+ 1.81%
$26.51 - $35.87 $6.52K - $8.82K
13.9K $464M
LYV
Live Nation Entertainment, Inc.

Communication Services
22
+ 0.71%
$109.06 - $140.54 $2.4K - $3.09K
3.14K $406M
ARGX
Argenx Se

Healthcare
22
+ 3.36%
$520.52 - $638.33 $11.5K - $14K
677 $416M
APH
Amphenol Corp

Technology
120
+ 0.98%
$62.07 - $75.35 $7.45K - $9.04K
12.4K $861M
APG
A Pi Group Corp

Industrials
586
+ 4.38%
$31.48 - $39.26 $18.4K - $23K
14K $503M
REZI
Resideo Technologies, Inc.

Industrials
224
+ 1.19%
$19.3 - $27.75 $4.32K - $6.22K
19.1K $440M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.42K
+ 8.56%
$47.26 - $48.18 $67.3K - $68.6K
18K $855M
TDY
Teledyne Technologies Inc

Technology
35
+ 2.6%
$436.59 - $489.24 $15.3K - $17.1K
1.38K $640M
BKR
Baker Hughes CO

Energy
207
+ 2.69%
$35.98 - $44.88 $7.45K - $9.29K
7.9K $324M
WM
Waste Management Inc

Industrials
395
+ 6.39%
$201.79 - $228.46 $79.7K - $90.2K
6.58K $1.33B
CRH.L
Crh PLC

Basic Materials
504
+ 2.57%
N/A
20.1K $1.86B
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 0.11%
$366.65 - $427.88 $733 - $856
1.9K $754M
DE
Deere & CO

Industrials
59
+ 3.25%
$389.45 - $466.0 $23K - $27.5K
1.88K $795M
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.63%
$129.87 - $162.87 $1.3K - $1.63K
1.6K $236M
PNC
Pnc Financial Services Group, Inc.

Financial Services
64
+ 4.53%
$178.39 - $215.0 $11.4K - $13.8K
1.48K $285M
Jacobs Solutions Inc
10
+ 0.13%
N/A
7.91K $1.06B
Ats Corporation
119
+ 0.94%
N/A
12.7K $388M
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 7.99%
$288.47 - $316.54 $52.5K - $57.6K
2.46K $713M
NNN
National Retail Properties, Inc.

Real Estate
1.17K
+ 24.83%
$39.77 - $49.34 $46.7K - $57.9K
5.9K $241M
ZTS
Zoetis Inc.

Healthcare
3.89K
+ 20.26%
$162.24 - $194.42 $631K - $756K
23.1K $3.76B
FIS
Fidelity National Information Services, Inc.

Technology
900
+ 4.27%
$80.14 - $90.95 $72.1K - $81.9K
22K $1.78B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
688
+ 5.31%
$209.89 - $233.24 $144K - $160K
13.7K $2.9B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
279
+ 3.43%
$74.71 - $79.24 $20.8K - $22.1K
8.41K $646M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.15%
$138.59 - $156.61 $554 - $626
2.74K $415M
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.18%
$216.13 - $242.4 $1.08K - $1.21K
2.79K $616M
DTE
Dte Energy CO

Utilities
63
+ 3.41%
$117.04 - $129.77 $7.37K - $8.18K
1.91K $231M
PG
Procter & Gamble CO

Consumer Defensive
203
+ 2.71%
$161.05 - $179.7 $32.7K - $36.5K
7.71K $1.29B
AN
Autonation, Inc.

Consumer Cyclical
182
+ 3.79%
$155.47 - $182.16 $28.3K - $33.2K
4.99K $847M
JNJ
Johnson & Johnson

Healthcare
718
+ 10.43%
$143.34 - $165.86 $103K - $119K
7.6K $1.1B
TECH
Bio Techne Corp

Healthcare
53
+ 1.72%
$66.37 - $78.17 $3.52K - $4.14K
3.13K $226M
Activity Summary
Buys All Purchases 170 New Holdings 52 Increased Positions 118 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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