Dynasty Wealth Management, LLC Portfolio Holdings

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

Dynasty Wealth Management, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6 Trillion distributed in 248 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 $467B, Fcf Us Quality ETF with a value of $430B, Blackrock ETF Trust Ii with a value of $309B, Spdr Portfolio with a value of $302B, and Fidelity Merrimack Str Tr Tota with a value of $273B.

Examining the 13F form we can see an increase of $205B in the current position value, from $5.8T to 6T.

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 $6 Trillion
Technology: $61.1 Billion
Financial Services: $43.2 Billion
Healthcare: $35.2 Billion
Consumer Cyclical: $28.8 Billion
Industrials: $22.3 Billion
Communication Services: $16.9 Billion
Consumer Defensive: $13.3 Billion
Energy: $9.17 Billion
Other: $14.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.16B
$532 Million 0.01% of portfolio
3,293
Q1 2025 Added 1.04%
$25.2B
$497 Million 0.01% of portfolio
2,956
Q1 2025 Reduced 3.93%
$19.6B
$482 Million 0.01% of portfolio
9,030
Q1 2025 Added 4.18%
$9.15B
$355 Million 0.01% of portfolio
4,028
Q1 2025 Added 7.7%
$13.7B
$330 Million 0.01% of portfolio
6,998
Q1 2025 Added 2.67%
$26.5B
$319 Million 0.01% of portfolio
3,528
Q1 2025 Added 84.71%
$29.2B
$704 Million 0.01% of portfolio
16,770
Q1 2025 Added 8.15%
$84.7B
$527 Million 0.01% of portfolio
2,072
Q1 2025 Reduced 0.29%
$17.5B
$604 Million 0.01% of portfolio
4,834
Q1 2025 Added 15.76%
$130B
$764 Million 0.01% of portfolio
10,774
Q1 2025 Added 29.85%
$206B
$737 Million 0.01% of portfolio
160
Q1 2025 Reduced 1.23%
$26.4B
$707 Million 0.01% of portfolio
14,613
Q1 2025 Added 4.53%
$10B
$447 Million 0.01% of portfolio
2,901
Q1 2025 Reduced 7.7%
$111B
$313 Million 0.01% of portfolio
3,487
Q1 2025 Added 23.17%
$8.08B
$443 Million 0.01% of portfolio
18,002
Q1 2025 Added 6.5%
$72.2B
$853 Million 0.01% of portfolio
13,440
Q1 2025 Added 272.92%
$13.9B
$648 Million 0.01% of portfolio
9,313
Q1 2025 Reduced 0.14%
$31.3B
$358 Million 0.01% of portfolio
2,738
Q1 2025 Reduced 12.75%
$36.8B
$351 Million 0.01% of portfolio
7,991
Q1 2025 Added 1.1%
$52.8B
$349 Million 0.01% of portfolio
5,676
Q1 2025 Reduced 1.97%
$7.08B
$513 Million 0.01% of portfolio
10,299
Q1 2025 Added 118.11%
$11.7B
$659 Million 0.01% of portfolio
3,764
Q1 2025 Reduced 1.41%
$48.6B
$410 Million 0.01% of portfolio
2,155
Q1 2025 Added 35.71%
$27.8B
$733 Million 0.01% of portfolio
6,384
Q1 2025 Added 214.33%
$15.7B
$279 Million 0.0% of portfolio
5,223
Q1 2025 Added 20.57%
$39.6B
$234 Million 0.0% of portfolio
558
Q1 2025 New
Ferguson Enterprises Inc
-
$276 Million 0.0% of portfolio
-
Q1 2025 New
$27.3B
$293 Million 0.0% of portfolio
3,069
Q1 2025 New
$284B
$246 Million 0.0% of portfolio
2,272
Q1 2025 Reduced 11.56%
$7.49B
$268 Million 0.0% of portfolio
6,289
Q1 2025 Added 6.65%
$13.6B
$209 Million 0.0% of portfolio
781
Q1 2025 New
$58.3B
$266 Million 0.0% of portfolio
2,266
Q1 2025 Added 4.86%
$14.5B
$205 Million 0.0% of portfolio
564
Q1 2025 New
$6.44B
$239 Million 0.0% of portfolio
2,091
Q1 2025 New
$2.69B
$245 Million 0.0% of portfolio
4,129
Q1 2025 New
$22.4B
$266 Million 0.0% of portfolio
1,172
Q1 2025 Added 15.92%
$0
$270 Million 0.0% of portfolio
5,430
Q1 2025 New
-
$50.4 Million 0.0% of portfolio
-
Q1 2025 New
$26.1B
$259 Million 0.0% of portfolio
1,177
Q1 2025 New
Rubrik Inc.
-
$264 Million 0.0% of portfolio
-
Q1 2025 Reduced 2.83%
$66.9B
$272 Million 0.0% of portfolio
1,580
Q1 2025 Added 6.97%
$4.38B
$240 Million 0.0% of portfolio
43,872
Q1 2025 Added 156.01%
$0
$290 Million 0.0% of portfolio
4,868
Q1 2025 Reduced 99.76%
$30.6B
$280 Million 0.0% of portfolio
2,017
Q1 2025 Added 4.89%
$15.3B
$242 Million 0.0% of portfolio
7,281
Q1 2025 New
$19B
$236 Million 0.0% of portfolio
1,525
Q1 2025 Added 5.76%
$25.6B
$265 Million 0.0% of portfolio
6,748
Q1 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $6 Trillion
  • Prior Value $5.8 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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