Dynasty Wealth Management
Latest statistics and disclosures from Dynasty Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYG, TTAC, IEFA, AGG, and represent 37.78% of Dynasty Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$274M), SPYG (+$263M), TTAC (+$226M), IEFA (+$213M), AGG (+$209M), BINC (+$164M), MBB (+$158M), SPYV (+$153M), HEFA (+$149M), IYW (+$119M).
- Started 249 new stock positions in IVV, SCHW, OEF, CCEP, J, FIVE, IEMG, COTY, AGG, IJR.
- Reduced shares in these 1 stock: .
- Sold out of its position in LYB.
- Dynasty Wealth Management was a net buyer of stock by $3.1B.
- Dynasty Wealth Management has $3.1B in assets under management (AUM), dropping by 412515.12%.
- Central Index Key (CIK): 0001727599
Tip: Access up to 7 years of quarterly data
Positions held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Dynasty Wealth Management
Dynasty Wealth Management holds 251 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $274M | NEW | 521k | 525.73 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.4 | $263M | NEW | 3.6M | 73.15 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 7.2 | $226M | NEW | 3.7M | 60.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.8 | $213M | NEW | 2.9M | 74.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.7 | $209M | NEW | 2.1M | 97.94 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 5.2 | $164M | NEW | 3.1M | 52.46 |
|
| Ishares Tr Mbs Etf (MBB) | 5.0 | $158M | NEW | 1.7M | 92.42 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.9 | $153M | NEW | 3.1M | 50.10 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.7 | $149M | NEW | 4.3M | 34.88 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 3.8 | $119M | NEW | 883k | 135.06 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.7 | $116M | NEW | 2.3M | 51.28 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.6 | $83M | NEW | 994k | 83.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $62M | NEW | 119k | 523.07 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $54M | NEW | 363k | 147.73 |
|
| Tcw Transform Etf Trust Transform System (NETZ) | 1.7 | $53M | NEW | 775k | 68.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $53M | NEW | 480k | 110.52 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $50M | NEW | 966k | 51.60 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 1.5 | $47M | NEW | 489k | 95.20 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $44M | NEW | 469k | 94.62 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.4 | $44M | NEW | 445k | 99.43 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $39M | NEW | 235k | 164.35 |
|
| Trimtabs Etf Tr Fcf Intl Qlty Et (TTAI) | 1.1 | $34M | NEW | 1.1M | 29.92 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.1 | $33M | NEW | 506k | 65.87 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $32M | NEW | 551k | 57.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $28M | +6633% | 107k | 259.90 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $27M | NEW | 457k | 58.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $24M | NEW | 572k | 42.01 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $19M | NEW | 180k | 107.60 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $19M | NEW | 355k | 52.47 |
|
| Amazon (AMZN) | 0.5 | $15M | NEW | 84k | 180.38 |
|
| I Shares U S Etf Tr Blackrock Short (MEAR) | 0.4 | $12M | NEW | 240k | 50.12 |
|
| Microsoft Corporation (MSFT) | 0.3 | $11M | NEW | 25k | 420.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $9.7M | NEW | 64k | 150.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $8.8M | NEW | 210k | 41.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $8.4M | +2857% | 167k | 50.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $7.0M | NEW | 31k | 228.59 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $7.0M | NEW | 153k | 45.59 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $6.3M | NEW | 82k | 76.67 |
|
| Apple (AAPL) | 0.2 | $6.1M | NEW | 36k | 171.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.7M | NEW | 17k | 346.62 |
|
| UnitedHealth (UNH) | 0.2 | $5.7M | NEW | 12k | 494.69 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $5.3M | NEW | 73k | 72.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $5.2M | NEW | 11k | 481.55 |
|
| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.2 | $4.9M | NEW | 220k | 22.45 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.5M | NEW | 30k | 152.26 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $4.5M | NEW | 174k | 25.76 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $4.5M | NEW | 22k | 200.30 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.4M | NEW | 42k | 103.79 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $4.3M | NEW | 84k | 50.60 |
|
| First Tr Exchange-traded Rising Divd Achiv (RDVY) | 0.1 | $4.1M | NEW | 74k | 56.17 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $4.1M | NEW | 33k | 123.90 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.9M | NEW | 35k | 113.66 |
|
| Netflix (NFLX) | 0.1 | $3.7M | NEW | 6.1k | 607.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.6M | NEW | 8.7k | 420.52 |
|
| salesforce (CRM) | 0.1 | $3.4M | NEW | 11k | 301.18 |
|
| Visa Com Cl A (V) | 0.1 | $3.4M | NEW | 12k | 279.07 |
|
| Nike CL B (NKE) | 0.1 | $3.3M | NEW | 35k | 93.98 |
|
| Servicenow (NOW) | 0.1 | $3.2M | NEW | 4.2k | 762.40 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $3.1M | NEW | 66k | 47.62 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.0M | NEW | 11k | 288.02 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.0M | NEW | 5.2k | 581.17 |
|
| Stryker Corporation (SYK) | 0.1 | $2.9M | NEW | 8.2k | 357.85 |
|
| Zoetis Cl A (ZTS) | 0.1 | $2.9M | NEW | 17k | 169.21 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.9M | NEW | 53k | 54.40 |
|
| Intuit (INTU) | 0.1 | $2.7M | NEW | 4.2k | 649.92 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.7M | NEW | 17k | 164.96 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.6M | NEW | 12k | 205.97 |
|
| Icon SHS (ICLR) | 0.1 | $2.3M | NEW | 6.9k | 335.95 |
|
| Tesla Motors (TSLA) | 0.1 | $2.3M | NEW | 13k | 175.79 |
|
| Pepsi (PEP) | 0.1 | $2.3M | NEW | 13k | 175.01 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $2.2M | NEW | 9.0k | 247.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.1M | NEW | 4.2k | 504.60 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.9M | NEW | 21k | 94.16 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | NEW | 15k | 125.61 |
|
| Autodesk (ADSK) | 0.1 | $1.8M | NEW | 7.1k | 260.42 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.8M | NEW | 7.1k | 249.75 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.7M | NEW | 29k | 57.96 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | NEW | 18k | 91.39 |
|
| Micron Technology (MU) | 0.1 | $1.6M | NEW | 14k | 117.89 |
|
| AutoZone (AZO) | 0.1 | $1.6M | NEW | 507.00 | 3148.54 |
|
| Philip Morris International (PM) | 0.0 | $1.6M | NEW | 17k | 91.62 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.6M | NEW | 2.2k | 698.72 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.5M | NEW | 7.7k | 201.49 |
|
| Equifax (EFX) | 0.0 | $1.5M | NEW | 5.8k | 267.52 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.5M | NEW | 26k | 60.17 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $1.5M | NEW | 31k | 48.60 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.5M | NEW | 8.6k | 174.22 |
|
| American Express Company (AXP) | 0.0 | $1.5M | NEW | 6.6k | 227.69 |
|
| Dell Technologies CL C (DELL) | 0.0 | $1.5M | NEW | 13k | 114.11 |
|
| Avantor (AVTR) | 0.0 | $1.5M | NEW | 57k | 25.57 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | NEW | 11k | 128.40 |
|
| Home Depot (HD) | 0.0 | $1.4M | NEW | 3.7k | 383.55 |
|
| Gartner (IT) | 0.0 | $1.4M | NEW | 3.0k | 476.67 |
|
| General Dynamics Corporation (GD) | 0.0 | $1.4M | NEW | 5.0k | 282.50 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $1.4M | NEW | 30k | 47.44 |
|
| Cenovus Energy (CVE) | 0.0 | $1.4M | NEW | 69k | 19.99 |
|
| United Rentals (URI) | 0.0 | $1.4M | NEW | 1.9k | 721.12 |
|
| CRH Ord (CRH) | 0.0 | $1.3M | NEW | 16k | 86.26 |
|
| Procter & Gamble Company (PG) | 0.0 | $1.3M | NEW | 8.2k | 162.25 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.3M | NEW | 11k | 115.35 |
|
| Waste Management (WM) | 0.0 | $1.3M | NEW | 6.1k | 213.17 |
|
| AmerisourceBergen (COR) | 0.0 | $1.3M | NEW | 5.3k | 243.00 |
|
| Applied Materials (AMAT) | 0.0 | $1.3M | NEW | 6.3k | 206.22 |
|
| ConocoPhillips (COP) | 0.0 | $1.3M | NEW | 10k | 127.28 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | NEW | 23k | 54.23 |
|
| Phillips 66 (PSX) | 0.0 | $1.3M | NEW | 7.7k | 163.34 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $1.3M | NEW | 6.1k | 204.87 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $1.2M | NEW | 23k | 54.81 |
|
| Workday Cl A (WDAY) | 0.0 | $1.2M | NEW | 4.6k | 272.75 |
|
| Metropcs Communications (TMUS) | 0.0 | $1.2M | NEW | 7.5k | 163.23 |
|
| Amgen (AMGN) | 0.0 | $1.2M | NEW | 4.3k | 284.34 |
|
| Johnson & Johnson (JNJ) | 0.0 | $1.2M | NEW | 7.7k | 158.19 |
|
| Cigna Corp (CI) | 0.0 | $1.2M | NEW | 3.3k | 363.19 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.2M | NEW | 8.6k | 136.05 |
|
| Global Payments (GPN) | 0.0 | $1.2M | NEW | 8.7k | 133.66 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.1M | NEW | 21k | 53.97 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $1.1M | NEW | 24k | 46.50 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.1M | NEW | 11k | 105.03 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | NEW | 2.0k | 536.78 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | NEW | 6.0k | 180.49 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $1.1M | NEW | 5.5k | 195.03 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $1.1M | NEW | 14k | 76.32 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $1.1M | NEW | 5.7k | 187.35 |
|
| Goldman Sachs (GS) | 0.0 | $1.1M | NEW | 2.5k | 417.65 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $1.1M | NEW | 8.1k | 130.27 |
|
| Howmet Aerospace (HWM) | 0.0 | $1.1M | NEW | 15k | 68.43 |
|
| Discover Financial Services (DFS) | 0.0 | $1.0M | NEW | 7.9k | 131.09 |
|
| Microchip Technology (MCHP) | 0.0 | $1.0M | NEW | 12k | 89.71 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.0M | NEW | 3.2k | 312.69 |
|
| Corpay Com Shs | 0.0 | $982k | NEW | 3.2k | 308.54 |
|
| Chubb (CB) | 0.0 | $966k | NEW | 3.7k | 259.11 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $963k | NEW | 69k | 13.95 |
|
| Omni (OMC) | 0.0 | $961k | NEW | 9.9k | 96.76 |
|
| Manulife Finl Corp (MFC) | 0.0 | $946k | NEW | 38k | 24.99 |
|
| Centene Corporation (CNC) | 0.0 | $922k | NEW | 12k | 78.48 |
|
| Kenvue (KVUE) | 0.0 | $914k | NEW | 43k | 21.46 |
|
| Jacobs Engineering Group (J) | 0.0 | $912k | NEW | 5.9k | 153.72 |
|
| Diamondback Energy (FANG) | 0.0 | $862k | NEW | 4.4k | 198.15 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $847k | NEW | 12k | 72.34 |
|
| Norfolk Southern (NSC) | 0.0 | $841k | NEW | 3.3k | 254.87 |
|
| Wabtec Corporation (WAB) | 0.0 | $841k | NEW | 5.8k | 145.69 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $829k | NEW | 70k | 11.84 |
|
| Fortive (FTV) | 0.0 | $810k | NEW | 9.4k | 86.02 |
|
| Leidos Holdings (LDOS) | 0.0 | $793k | NEW | 6.0k | 131.09 |
|
| BP Sponsored Adr (BP) | 0.0 | $777k | NEW | 21k | 37.68 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $763k | NEW | 18k | 42.95 |
|
| Lam Research Corporation (LRCX) | 0.0 | $740k | NEW | 762.00 | 971.61 |
|
| Masco Corporation (MAS) | 0.0 | $740k | NEW | 9.4k | 78.88 |
|
| Verisk Analytics (VRSK) | 0.0 | $738k | NEW | 3.1k | 235.73 |
|
| Booking Holdings (BKNG) | 0.0 | $737k | NEW | 203.00 | 3632.55 |
|
| Ball Corporation (BALL) | 0.0 | $737k | NEW | 11k | 67.36 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $727k | NEW | 8.5k | 85.74 |
|
| Performance Food (PFGC) | 0.0 | $722k | NEW | 9.7k | 74.64 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $720k | NEW | 13k | 57.69 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $700k | NEW | 3.9k | 180.09 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $698k | NEW | 897.00 | 777.93 |
|
| Haleon Spon Ads (HLN) | 0.0 | $692k | NEW | 82k | 8.49 |
|
| Intercontinental Exchange (ICE) | 0.0 | $692k | NEW | 5.0k | 137.44 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $680k | NEW | 9.3k | 73.29 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $675k | NEW | 7.3k | 92.44 |
|
| WESCO International (WCC) | 0.0 | $665k | NEW | 3.9k | 171.30 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $656k | NEW | 14k | 47.44 |
|
| Hartford Financial Services (HIG) | 0.0 | $643k | NEW | 6.2k | 103.05 |
|
| Shell Spon Ads (SHEL) | 0.0 | $640k | NEW | 9.5k | 67.04 |
|
| MGM Resorts International. (MGM) | 0.0 | $638k | NEW | 14k | 47.21 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $637k | NEW | 7.8k | 81.67 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $636k | NEW | 21k | 30.67 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $630k | NEW | 7.0k | 89.67 |
|
| Linde SHS (LIN) | 0.0 | $624k | NEW | 1.3k | 464.28 |
|
| FirstEnergy (FE) | 0.0 | $617k | NEW | 16k | 38.62 |
|
| Casey's General Stores (CASY) | 0.0 | $609k | NEW | 1.9k | 318.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $604k | NEW | 2.9k | 210.28 |
|
| Deere & Company (DE) | 0.0 | $588k | NEW | 1.4k | 410.69 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $588k | NEW | 2.4k | 250.03 |
|
| Qualcomm (QCOM) | 0.0 | $584k | NEW | 3.4k | 169.28 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $579k | NEW | 8.3k | 69.95 |
|
| Align Technology (ALGN) | 0.0 | $578k | NEW | 1.8k | 327.92 |
|
| Ashland (ASH) | 0.0 | $569k | NEW | 5.8k | 97.37 |
|
| Smucker J M Com New (SJM) | 0.0 | $565k | NEW | 4.5k | 125.87 |
|
| Moody's Corporation (MCO) | 0.0 | $565k | NEW | 1.4k | 392.92 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $552k | NEW | 8.7k | 63.74 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $548k | NEW | 4.1k | 134.71 |
|
| Aon Shs Cl A (AON) | 0.0 | $546k | NEW | 1.6k | 333.79 |
|
| Keysight Technologies (KEYS) | 0.0 | $542k | NEW | 3.5k | 156.38 |
|
| Marvell Technology (MRVL) | 0.0 | $528k | NEW | 7.4k | 70.88 |
|
| Dupont De Nemours (DD) | 0.0 | $518k | NEW | 6.8k | 76.68 |
|
| Icici Bank Adr (IBN) | 0.0 | $516k | NEW | 20k | 26.41 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $499k | NEW | 5.4k | 91.86 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $496k | NEW | 3.9k | 128.19 |
|
| Alcon Ord Shs (ALC) | 0.0 | $482k | NEW | 5.8k | 83.29 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $481k | NEW | 12k | 39.27 |
|
| McDonald's Corporation (MCD) | 0.0 | $473k | NEW | 1.7k | 281.95 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $466k | NEW | 1.1k | 429.16 |
|
| AutoNation (AN) | 0.0 | $453k | NEW | 2.7k | 165.58 |
|
| Teck Resources CL B (TECK) | 0.0 | $443k | NEW | 9.7k | 45.78 |
|
| Dover Corporation (DOV) | 0.0 | $440k | NEW | 2.5k | 177.20 |
|
| CenterPoint Energy (CNP) | 0.0 | $432k | NEW | 15k | 28.49 |
|
| Ross Stores (ROST) | 0.0 | $427k | NEW | 2.9k | 146.76 |
|
| Coty Com Cl A (COTY) | 0.0 | $423k | NEW | 35k | 11.96 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $421k | NEW | 806.00 | 522.88 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $407k | NEW | 3.2k | 128.89 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $407k | NEW | 1.6k | 260.62 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $403k | NEW | 14k | 29.91 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $397k | NEW | 7.1k | 55.97 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $391k | NEW | 4.2k | 92.25 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $384k | NEW | 1.6k | 247.73 |
|
| Credicorp (BAP) | 0.0 | $384k | NEW | 2.3k | 169.43 |
|
| Canadian Natl Ry (CNI) | 0.0 | $375k | NEW | 2.8k | 131.73 |
|
| Clean Harbors (CLH) | 0.0 | $365k | NEW | 1.8k | 201.31 |
|
| Expedia Group Com New (EXPE) | 0.0 | $362k | NEW | 2.6k | 137.75 |
|
| Aptiv SHS (APTV) | 0.0 | $359k | NEW | 4.5k | 79.65 |
|
| Builders FirstSource (BLDR) | 0.0 | $357k | NEW | 1.7k | 208.55 |
|
| LKQ Corporation (LKQ) | 0.0 | $346k | NEW | 6.5k | 53.41 |
|
| Live Nation Entertainment (LYV) | 0.0 | $341k | NEW | 3.2k | 105.77 |
|
| Endeavor Group Hldgs Cl A Com (EDR) | 0.0 | $338k | NEW | 13k | 25.73 |
|
| Ats (ATS) | 0.0 | $337k | NEW | 10k | 33.72 |
|
| Flex Ord (FLEX) | 0.0 | $335k | NEW | 12k | 28.61 |
|
| Resideo Technologies (REZI) | 0.0 | $330k | NEW | 15k | 22.42 |
|
| CoStar (CSGP) | 0.0 | $327k | NEW | 3.4k | 96.60 |
|
| Olin Corp Com Par $1 (OLN) | 0.0 | $326k | NEW | 5.6k | 58.81 |
|
| Aspen Technology (AZPN) | 0.0 | $323k | NEW | 1.5k | 213.28 |
|
| Nov (NOV) | 0.0 | $320k | NEW | 16k | 19.52 |
|
| Peabody Energy (BTU) | 0.0 | $316k | NEW | 13k | 24.26 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $314k | NEW | 6.3k | 49.90 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $306k | NEW | 14k | 22.26 |
|
| Fidelity National Information Services (FIS) | 0.0 | $304k | NEW | 4.1k | 74.17 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $292k | NEW | 6.5k | 44.70 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $286k | NEW | 15k | 18.86 |
|
| Crown Holdings (CCK) | 0.0 | $283k | NEW | 3.6k | 79.26 |
|
| Sun Communities (SUI) | 0.0 | $282k | NEW | 2.2k | 128.56 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $274k | NEW | 111k | 2.48 |
|
| Fifth Third Ban (FITB) | 0.0 | $265k | NEW | 7.1k | 37.21 |
|
| Atkore Intl (ATKR) | 0.0 | $261k | NEW | 1.4k | 190.30 |
|
| MercadoLibre (MELI) | 0.0 | $259k | NEW | 171.00 | 1511.96 |
|
| Eversource Energy (ES) | 0.0 | $247k | NEW | 4.1k | 59.77 |
|
| XP Cl A (XP) | 0.0 | $244k | NEW | 9.5k | 25.66 |
|
| Pinterest Cl A (PINS) | 0.0 | $243k | NEW | 7.0k | 34.67 |
|
| Etsy (ETSY) | 0.0 | $236k | NEW | 3.4k | 68.72 |
|
| Cae (CAE) | 0.0 | $235k | NEW | 11k | 20.64 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $235k | NEW | 7.0k | 33.50 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $234k | NEW | 1.6k | 148.49 |
|
| Five Below (FIVE) | 0.0 | $228k | NEW | 1.3k | 181.38 |
|
| Workiva Com Cl A (WK) | 0.0 | $226k | NEW | 2.7k | 84.80 |
|
| PNC Financial Services (PNC) | 0.0 | $225k | NEW | 1.4k | 161.62 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $218k | NEW | 4.2k | 52.22 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $217k | NEW | 822.00 | 264.07 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $214k | NEW | 396.00 | 539.93 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $213k | NEW | 540.00 | 393.72 |
|
| Everest Re Group (EG) | 0.0 | $210k | NEW | 527.00 | 397.53 |
|
| PPL Corporation (PPL) | 0.0 | $201k | NEW | 7.3k | 27.53 |
|
| EQT Corporation (EQT) | 0.0 | $201k | NEW | 5.4k | 37.07 |
|
Past Filings by Dynasty Wealth Management
SEC 13F filings are viewable for Dynasty Wealth Management going back to 2017
- Dynasty Wealth Management 2024 Q1 filed May 16, 2024
- Dynasty Wealth Management 2018 Q4 filed Feb. 12, 2019
- Dynasty Wealth Management 2018 Q3 filed Nov. 9, 2018
- Dynasty Wealth Management 2018 Q2 filed Aug. 16, 2018
- Dynasty Wealth Management 2018 Q1 filed April 20, 2018
- Dynasty Wealth Management 2017 Q4 filed Feb. 15, 2018