Dynasty Wealth Management, LLC Purchases in Q2 2024

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PAYC
Paycom Software, Inc.

Technology
3.89K
New
$140.99 - $207.82 $549K - $809K
3.89K $557M
ZTS
Zoetis Inc.

Healthcare
2.28K
+ 13.27%
$145.54 - $178.83 $332K - $408K
19.5K $3.38B
BLDR
Builders First Source, Inc.

Industrials
4.05K
+ 237.08%
$136.51 - $205.41 $553K - $833K
5.76K $798M
OWL
Blue Owl Capital Inc.

Financial Services
24.9K
+ 164.2%
$16.69 - $19.6 $416K - $488K
40.1K $712M
HYMU
Blackrock ETF Tr Ii High Yield
16.1K
+ 7.29%
$21.98 - $22.83 $353K - $367K
236K $5.35B
KEYS
Keysight Technologies, Inc.

Technology
3.08K
+ 88.78%
$135.22 - $160.14 $416K - $493K
6.54K $895M
LDOS
Leidos Holdings, Inc.

Technology
1.75K
+ 28.92%
$123.76 - $151.15 $216K - $264K
7.79K $1.14B
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 9.85%
$88.6 - $104.24 $149K - $176K
18.8K $1.9B
Pimco ETF Tr
13.6K
+ 7.83%
N/A
187K $4.8B
EMN
Eastman Chemical CO

Basic Materials
3.34K
New
$94.44 - $103.89 $315K - $347K
3.34K $327M
FRSH
Freshworks Inc.

Technology
25.4K
New
$12.1 - $18.76 $308K - $477K
25.4K $323M
WMT
Walmart Inc.

Consumer Defensive
1.78K
+ 6.97%
$58.85 - $68.9 $105K - $123K
27.3K $1.85B
TSLA
Tesla, Inc.

Consumer Cyclical
122
+ 0.94%
$142.05 - $197.88 $17.3K - $24.1K
13.1K $2.59B
NVO
Novo Nordisk A S

Healthcare
1.01K
+ 8.99%
$122.71 - $146.91 $124K - $148K
12.3K $1.75B
IWF
Ishares Russell 1000 Gr ETF

ETFs
831
New
$316.15 - $367.33 $263K - $305K
831 $303M
TTWO
Take Two Interactive Software Inc

Communication Services
1.81K
+ 114.71%
$139.96 - $167.43 $253K - $303K
3.39K $526M
ADBE
Adobe Inc.

Technology
114
+ 2.72%
$439.02 - $555.54 $50K - $63.3K
4.3K $2.39B
NSC
Norfolk Southern Corp

Industrials
1.9K
+ 57.59%
$209.9 - $253.39 $399K - $481K
5.2K $1.12B
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 5.05%
$180.08 - $204.79 $202K - $230K
23.4K $4.73B
AMGN
Amgen Inc

Healthcare
438
+ 10.25%
$262.75 - $319.31 $115K - $140K
4.71K $1.47B
APP
App Lovin Corp

Technology
3.02K
New
$66.8 - $86.43 $202K - $261K
3.02K $251M
NOW
Service Now, Inc.

Technology
188
+ 4.43%
$643.29 - $786.67 $121K - $148K
4.43K $3.49B
VEA
Vanguard Ftse Developed Market

ETFs
7.61K
+ 4.56%
$47.83 - $51.21 $364K - $390K
174K $8.62B
UNH
Unitedhealth Group Inc

Healthcare
159
+ 1.38%
$439.2 - $524.63 $69.8K - $83.4K
11.6K $5.93B
AMAT
Applied Materials Inc

Technology
192
+ 3.05%
$189.46 - $247.83 $36.4K - $47.6K
6.48K $1.53B
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.93K
New
$76.13 - $79.59 $223K - $233K
2.93K $230M
STE
Steris PLC

Healthcare
1.04K
New
$199.01 - $236.0 $207K - $246K
1.04K $229M
V
Visa Inc.

Financial Services
1.62K
+ 13.38%
$262.47 - $281.5 $425K - $456K
13.7K $3.6B
LPLA
Lpl Financial Holdings Inc.

Financial Services
757
+ 92.09%
$256.41 - $288.82 $194K - $219K
1.58K $441M
MUB
Ishares National Muni Bond ETF

ETFs
3.87K
+ 2.15%
$105.37 - $107.16 $408K - $415K
184K $19.6B
FERG
Ferguson PLC

Industrials
1.14K
New
$190.98 - $223.85 $217K - $254K
1.14K $220M
RJF
Raymond James Financial Inc

Financial Services
1.76K
New
$115.67 - $129.99 $203K - $228K
1.76K $217M
DTE
Dte Energy CO

Utilities
1.86K
New
$103.2 - $117.18 $191K - $217K
1.86K $206M
VB
Vanguard Small Cap ETF

ETFs
2.38K
+ 7.77%
$210.76 - $226.94 $501K - $540K
33K $7.19B
LLY
Eli Lilly & CO

Healthcare
85
+ 9.48%
$724.87 - $909.04 $61.6K - $77.3K
982 $889M
MS
Morgan Stanley

Financial Services
1.32K
+ 6.47%
$86.19 - $101.53 $114K - $134K
21.8K $2.12B
MCK
Mckesson Corp

Healthcare
151
+ 7.46%
$518.81 - $607.81 $78.3K - $91.8K
2.17K $1.27B
CVE
Cenovus Energy Inc.

Energy
10.5K
+ 15.15%
$18.24 - $21.8 $191K - $229K
79.7K $1.57B
IGF
Ishares Global Infrastructure

ETFs
3.41K
+ 5.19%
$45.25 - $50.7 $154K - $173K
69.2K $3.32B
GS
Goldman Sachs Group Inc

Financial Services
176
+ 6.91%
$389.49 - $470.41 $68.6K - $82.8K
2.72K $1.23B
NXPI
Nxp Semiconductors N.V.

Technology
485
+ 31.27%
$215.12 - $282.99 $104K - $137K
2.04K $548M
WFC
Wells Fargo & Company

Financial Services
1.87K
+ 6.36%
$56.41 - $62.34 $105K - $116K
31.2K $1.85B
AN
Autonation, Inc.

Consumer Cyclical
1.06K
+ 38.74%
$152.33 - $170.96 $161K - $181K
3.8K $605M
ATKR
Atkore Inc.

Industrials
1.69K
+ 122.87%
$130.24 - $193.58 $220K - $327K
3.06K $413M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
493
+ 8.54%
$144.17 - $170.65 $71.1K - $84.1K
6.26K $990M
MCHP
Microchip Technology Inc

Technology
1.36K
+ 11.88%
$81.68 - $99.49 $111K - $135K
12.8K $1.17B
KGC
Kinross Gold Corp

Basic Materials
16.9K
New
$6.16 - $8.32 $104K - $140K
16.9K $140M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
649
+ 80.52%
$376.14 - $529.01 $244K - $343K
1.46K $561M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.95K
+ 13.91%
$49.93 - $55.44 $147K - $163K
24.1K $1.28B
Activity Summary
Buys All Purchases 187 New Holdings 28 Increased Positions 159 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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