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
$11.3B
$512 Million 0.01% of portfolio
3,921
Q4 2024 Reduced 1.53%
$46.1B
$774 Million 0.01% of portfolio
2,809
Q4 2024 Reduced 3.3%
$32.7B
$586 Million 0.01% of portfolio
5,160
Q4 2024 Reduced 4.44%
$69.5B
$298 Million 0.01% of portfolio
2,161
Q4 2024 Added 11.22%
$67.8B
$680 Million 0.01% of portfolio
2,395
Q4 2024 Reduced 5.52%
$41.5B
$861 Million 0.01% of portfolio
12,395
Q4 2024 Added 0.98%
$9.18B
$566 Million 0.01% of portfolio
3,259
Q4 2024 Reduced 10.79%
$224B
$576 Million 0.01% of portfolio
1,107
Q4 2024 Reduced 76.26%
$30.8B
$573 Million 0.01% of portfolio
3,077
Q4 2024 Reduced 3.21%
$18.4B
$538 Million 0.01% of portfolio
7,617
Q4 2024 New
$70.2B
$431 Million 0.01% of portfolio
9,010
Q4 2024 Added 34.8%
$110B
$743 Million 0.01% of portfolio
2,295
Q4 2024 Reduced 46.85%
$93.2B
$776 Million 0.01% of portfolio
5,209
Q4 2024 Added 3.95%
$15.8B
$801 Million 0.01% of portfolio
3,818
Q4 2024 Reduced 46.63%
$24B
$597 Million 0.01% of portfolio
4,176
Q4 2024 Reduced 37.88%
$9B
$503 Million 0.01% of portfolio
13,979
Q4 2024 Added 4.38%
$36B
$299 Million 0.01% of portfolio
1,923
Q4 2024 Added 8.95%
$15.9B
$754 Million 0.01% of portfolio
1,902
Q4 2024 Added 0.11%
$221B
$480 Million 0.01% of portfolio
4,826
Q4 2024 New
$10.8B
$534 Million 0.01% of portfolio
3,143
Q4 2024 Added 23.3%
$15.4B
$759 Million 0.01% of portfolio
81,862
Q4 2024 Reduced 0.71%
$134B
$595 Million 0.01% of portfolio
8,297
Q4 2024 New
$28.6B
$384 Million 0.01% of portfolio
25,320
Q4 2024 Reduced 67.19%
$34.1B
$406 Million 0.01% of portfolio
3,138
Q4 2024 Added 0.71%
$13.9B
$808 Million 0.01% of portfolio
14,086
Q4 2024 Added 7.04%
$28.7B
$802 Million 0.01% of portfolio
13,980
Q4 2024 Reduced 21.74%
$13.6B
$539 Million 0.01% of portfolio
15,546
Q4 2024 Reduced 5.36%
$4.14B
$464 Million 0.01% of portfolio
13,862
Q4 2024 Added 1.81%
$12.7B
$707 Million 0.01% of portfolio
3,074
Q4 2024 Added 1.09%
$94.3B
$640 Million 0.01% of portfolio
5,790
Q4 2024 Reduced 27.47%
$217B
$713 Million 0.01% of portfolio
2,461
Q4 2024 Added 7.99%
$36.6B
$646 Million 0.01% of portfolio
8,405
Q4 2024 Added 3.43%
$10.4B
$415 Million 0.01% of portfolio
5,018
Q4 2024 Reduced 8.85%
$141B
$795 Million 0.01% of portfolio
1,876
Q4 2024 Added 3.25%
$17.4B
$677 Million 0.01% of portfolio
9,326
Q4 2024 Added 0.9%
$12.9B
$717 Million 0.01% of portfolio
34,019
Q4 2024 Reduced 38.45%
$9.47B
$847 Million 0.01% of portfolio
4,985
Q4 2024 Added 3.79%
$35.1B
$844 Million 0.01% of portfolio
27,344
Q4 2024 Reduced 5.22%
$7.56B
$429 Million 0.01% of portfolio
16,903
Q4 2024 Added 0.58%
$82.2B
$624 Million 0.01% of portfolio
2,078
Q4 2024 New
$57.9B
$528 Million 0.01% of portfolio
4,636
Q4 2024 Reduced 28.57%
$13.2B
$834 Million 0.01% of portfolio
9,868
Q4 2024 Reduced 5.65%
$324B
$345 Million 0.01% of portfolio
2,569
Q4 2024 New
$223B
$787 Million 0.01% of portfolio
12,012
Q4 2024 New
$194B
$804 Million 0.01% of portfolio
162
Q4 2024 Reduced 1.82%
$55.9B
$330 Million 0.01% of portfolio
1,588
Q4 2024 Reduced 31.05%
$46.3B
$324 Million 0.01% of portfolio
7,904
Q4 2024 Added 2.69%
$31.1B
$277 Million 0.0% of portfolio
2,031
Q4 2024 Reduced 72.76%
$23.8B
$231 Million 0.0% of portfolio
1,910
Q4 2024 Added 3.41%

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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