Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

Dynasty Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.8 Trillion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $486B, Fcf Us Quality ETF with a value of $468B, Blackrock ETF Trust Ii with a value of $331B, Spdr Portfolio with a value of $311B, and Ishares Core U.S. Aggregate Bo with a value of $286B.

Examining the 13F form we can see an increase of $2.49T in the current position value, from $3.31T to 5.8T.

Dynasty Wealth Management, LLC is based out at St. Petersburg, FL

Below you can find more details about Dynasty Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.8 Trillion
Technology: $66.8 Billion
Financial Services: $41.6 Billion
ETFs: $32.4 Billion
Healthcare: $31.6 Billion
Industrials: $23.4 Billion
Consumer Cyclical: $22.1 Billion
Communication Services: $17.2 Billion
Consumer Defensive: $9.42 Billion
Other: $18.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$1.4 Billion 0.02% of portfolio
2,215
Q4 2024 Added 4.43%
$92.3B
$1.33 Billion 0.02% of portfolio
6,580
Q4 2024 Added 6.39%
$31.2B
$1.39 Billion 0.02% of portfolio
8,646
Q4 2024 Added 10.65%
$400B
$1.1 Billion 0.02% of portfolio
7,599
Q4 2024 Added 10.43%
$19.4B
$1.18 Billion 0.02% of portfolio
8,187
Q4 2024 Reduced 3.14%
$37.6B
$1.23 Billion 0.02% of portfolio
6,507
Q4 2024 Added 1.85%
$74.9B
$1.14 Billion 0.02% of portfolio
8,206
Q4 2024 Added 0.69%
$306B
$1.29 Billion 0.02% of portfolio
5,847
Q4 2024 Reduced 5.17%
$12B
$947 Million 0.02% of portfolio
4,621
Q4 2024 Added 7.34%
$17.1B
$968 Million 0.02% of portfolio
11,251
Q4 2024 Reduced 6.41%
$195B
$907 Million 0.02% of portfolio
10,546
Q4 2024 Reduced 10.32%
$155B
$994 Million 0.02% of portfolio
6,112
Q4 2024 Reduced 10.26%
$148B
$1.01 Billion 0.02% of portfolio
16,760
Q4 2024 New
$35.6B
$957 Million 0.02% of portfolio
9,851
Q4 2024 New
$157B
$1.12 Billion 0.02% of portfolio
4,302
Q4 2024 Reduced 9.32%
$100B
$1.36 Billion 0.02% of portfolio
16,126
Q4 2024 Reduced 5.33%
$51.3B
$1.08 Billion 0.02% of portfolio
1,536
Q4 2024 Reduced 19.03%
$224B
$1.12 Billion 0.02% of portfolio
1,959
Q4 2024 Reduced 8.03%
$202B
$1.07 Billion 0.02% of portfolio
9,598
Q4 2024 New
$31.4B
$1.14 Billion 0.02% of portfolio
15,952
Q4 2024 Added 281.44%
$73.5B
$1.11 Billion 0.02% of portfolio
8,974
Q4 2024 Added 355.76%
$43.7B
$938 Million 0.02% of portfolio
15,506
Q4 2024 New
$112B
$913 Million 0.02% of portfolio
3,305
Q4 2024 Reduced 13.84%
$27.6B
$995 Million 0.02% of portfolio
8,631
Q4 2024 Reduced 2.47%
$70B
$1.27 Billion 0.02% of portfolio
4,808
Q4 2024 Reduced 7.61%
$20.4B
$1.11 Billion 0.02% of portfolio
34,917
Q4 2024 Added 21.67%
$125B
$1.4 Billion 0.02% of portfolio
14,164
Q4 2024 Added 40.49%
$23B
$1.11 Billion 0.02% of portfolio
27,910
Q4 2024 Added 63.0%
$30.4B
$1.18 Billion 0.02% of portfolio
4,623
Q4 2024 Reduced 0.13%
$19.5B
$1.42 Billion 0.02% of portfolio
36,957
Q4 2024 Added 2.27%
$28B
$1.08 Billion 0.02% of portfolio
14,436
Q4 2024 Added 0.99%
$41.9B
$1.03 Billion 0.02% of portfolio
2,130
Q4 2024 Reduced 30.87%
$18.8B
$400 Million 0.01% of portfolio
8,668
Q4 2024 Added 21.03%
$35.8B
$416 Million 0.01% of portfolio
677
Q4 2024 Added 3.36%
$17.7B
$353 Million 0.01% of portfolio
1,416
Q4 2024 Reduced 6.1%
$11.9B
$342 Million 0.01% of portfolio
3,740
Q4 2024 Reduced 4.98%
$9.24B
$642 Million 0.01% of portfolio
4,137
Q4 2024 Added 1.03%
$3.14B
$440 Million 0.01% of portfolio
19,075
Q4 2024 Added 1.19%
$6.5B
$609 Million 0.01% of portfolio
8,636
Q4 2024 New
$49.5B
$415 Million 0.01% of portfolio
2,742
Q4 2024 Added 0.15%
$56.9B
$686 Million 0.01% of portfolio
17,898
Q4 2024 Reduced 46.24%
$17.2B
$370 Million 0.01% of portfolio
6,816
Q4 2024 Added 25.32%
$93.4B
$809 Million 0.01% of portfolio
2,381
Q4 2024 Added 6.25%
$34.5B
$656 Million 0.01% of portfolio
7,106
Q4 2024 Added 2.01%
$22.5B
$494 Million 0.01% of portfolio
12,198
Q4 2024 Reduced 46.61%
$24B
$640 Million 0.01% of portfolio
1,380
Q4 2024 Added 2.6%
$16.1B
$524 Million 0.01% of portfolio
7,273
Q4 2024 Added 84.45%
$27.4B
$704 Million 0.01% of portfolio
32,982
Q4 2024 Added 62.43%
$36.1B
$616 Million 0.01% of portfolio
5,630
Q4 2024 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $5.8 Trillion
  • Prior Value $3.31 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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