Dynasty Wealth Management, LLC Reduced Holdings in Q4 2024

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-190
- 0.54%
$111.93 - $119.39 $21.3K - $22.7K
34.7K $3.93B
AJG
Arthur J. Gallagher & Co.

Financial Services
-140
- 5.52%
$278.49 - $315.16 $39K - $44.1K
2.4K $680M
NOW
Service Now, Inc.

Technology
-609
- 16.15%
$867.18 - $1148.42 $528K - $699K
3.16K $3.35B
FITB
Fifth Third Bancorp

Financial Services
-368
- 5.2%
$41.76 - $48.44 $15.4K - $17.8K
6.71K $284M
KGC
Kinross Gold Corp

Basic Materials
-583
- 0.71%
$9.03 - $10.75 $5.26K - $6.27K
81.9K $759M
HLI
Houlihan Lokey, Inc.

Financial Services
-394
- 10.79%
$158.81 - $190.49 $62.6K - $75.1K
3.26K $566M
AZPN
Aspen Technology, Inc.

Technology
-92
- 6.1%
$231.19 - $253.16 $21.3K - $23.3K
1.42K $353M
VRSK
Verisk Analytics, Inc.

Industrials
-96
- 3.3%
$262.86 - $294.75 $25.2K - $28.3K
2.81K $774M
AZO
Autozone Inc

Consumer Cyclical
-6
- 1.12%
$2981.19 - $3370.27 $17.9K - $20.2K
529 $1.69B
PFGC
Performance Food Group CO

Consumer Defensive
-591
- 5.65%
$78.03 - $90.57 $46.1K - $53.5K
9.87K $834M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-24.5K
- 40.19%
$44.21 - $46.46 $1.09M - $1.14M
36.5K $1.62B
VRT
Vertiv Holdings CO

Industrials
-240
- 4.44%
N/A
5.16K $586M
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 0.64%
$125.36 - $147.37 $12.5K - $14.7K
15.4K $2.03B
MRVL
Marvell Technology, Inc.

Technology
-2.19K
- 27.47%
$70.31 - $124.78 $154K - $274K
5.79K $640M
GS
Goldman Sachs Group Inc

Financial Services
-171
- 8.03%
$486.1 - $608.57 $83.1K - $104K
1.96K $1.12B
HBAN
Huntington Bancshares Inc

Financial Services
-3.54K
- 3.48%
$14.18 - $18.2 $50.1K - $64.3K
98K $1.59B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-102
- 3.21%
$146.47 - $191.01 $14.9K - $19.5K
3.08K $573M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 1.82%
$4100.99 - $5300.34 $12.3K - $15.9K
162 $804M
APP
App Lovin Corp

Technology
-2.02K
- 46.85%
$130.67 - $401.5 $264K - $812K
2.3K $743M
WFC
Wells Fargo & Company

Financial Services
-2.23K
- 8.29%
$54.98 - $77.35 $123K - $173K
24.7K $1.73B
IXUS
Ishares Tr

ETFs
-1.71K
- 2.53%
$65.95 - $72.56 $113K - $124K
65.9K $4.36B
VTI
Vanguard Total Stock Market Et

ETFs
-1.68K
- 1.48%
$280.04 - $302.45 $470K - $507K
112K $32.4B
JPM
Jpmorgan Chase & CO

Financial Services
-394
- 1.64%
$205.18 - $250.29 $80.8K - $98.6K
23.6K $5.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-721K
- 50.0%
$113.92 - $127.38 $82.1M - $91.9M
721K $83.1B
IEFA
Ishares Tr

ETFs
-35.9K
- 0.97%
$70.06 - $77.43 $2.51M - $2.78M
3.66M $258B
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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