Dynasty Wealth Management, LLC Q1 2024 Filing

Filed May 16, 2024

Portfolio Value

$3.1T

Holdings

251

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (251 positions)

StockValue
IVVISHARES TR
$274.0B
SPYGSPDR SER TR
$262.6B
ABFLTRIMTABS ETF TR
$226.4B
AQLTISHARES TR
$213.2B
AGGISHARES TR
$208.6B
BINCBLACKROCK ETF TRUST II
$163.9B
MBBISHARES TR
$158.0B
SPYVSPDR SER TR
$152.9B
HEFAISHARES TR
$148.6B
IYWISHARES TR
$119.2B
IGSBISHARES TR
$116.2B
USMVISHARES TR
$83.0B
SPYSPDR S&P 500 ETF TR
$62.2B
XLVSELECT SECTOR SPDR TR
$53.7B
PWRDTCW TRANSFORM ETF TRUST
$53.0B
IJRISHARES TR
$53.0B
IEMGISHARES INC
$49.8B
JNKSPDR SER TR
$46.5B
TLTISHARES TR
$44.3B
STIPISHARES TR
$44.2B
QUALISHARES TR
$38.5B
ABLGTRIMTABS ETF TR
$33.9B
SPLVINVESCO EXCH TRADED FD TR II
$33.3B
EMXCISHARES INC
$31.7B
VTIVANGUARD INDEX FDS
$27.7B
VGSHVANGUARD SCOTTSDALE FDS
$26.5B
IAU*ISHARES GOLD TR
$24.0B
MUBISHARES TR
$19.3B
MUNIPIMCO ETF TR
$18.6B
AMZNAMAZON COM INC
$15.2B
MEARI SHARES U S ETF TR
$12.0B
MSFTMICROSOFT CORP
$10.6B
GOOGLALPHABET INC
$9.7B
VWOVANGUARD INTL EQUITY INDEX F
$8.8B
VEAVANGUARD TAX-MANAGED FDS
$8.4B
VBVANGUARD INDEX FDS
$7.0B
IUSBISHARES TR
$7.0B
BSVVANGUARD BD INDEX FDS
$6.3B
AAPLAPPLE INC
$6.1B
ACNACCENTURE PLC IRELAND
$5.7B
UNHUNITEDHEALTH GROUP INC
$5.7B
BNDVANGUARD BD INDEX FDS
$5.3B
MAMASTERCARD INCORPORATED
$5.2B
SHYMBLACKROCK ETF TRUST II
$4.9B
GOOGALPHABET INC
$4.5B
PYLDPIMCO ETF TR
$4.5B
JPMJPMORGAN CHASE & CO
$4.5B
EFGISHARES TR
$4.4B
VTEBVANGUARD MUN BD FDS
$4.3B
RDVYFIRST TR EXCHANGE-TRADED FD
$4.1B
QQEWFIRST TR NAS100 EQ WEIGHTED
$4.1B
ABTABBOTT LABS
$3.9B
NFLXNETFLIX INC
$3.7B
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.6B
CRMSALESFORCE INC
$3.4B
VVISA INC
$3.4B
NKENIKE INC
$3.3B
NOWSERVICENOW INC
$3.2B
IGFISHARES TR
$3.1B
IWBISHARES TR
$3.0B
TMOTHERMO FISHER SCIENTIFIC INC
$3.0B
SYKSTRYKER CORPORATION
$2.9B
ZTSZOETIS INC
$2.9B
EFVISHARES TR
$2.9B
INTUINTUIT
$2.7B
ABNBAIRBNB INC
$2.7B
MRSHMARSH & MCLENNAN COS INC
$2.6B
ICLRICON PLC
$2.3B
TSLATESLA INC
$2.3B
PEPPEPSICO INC
$2.3B
OEFISHARES TR
$2.2B
ADBEADOBE INC
$2.1B
DWDMORGAN STANLEY
$1.9B
ORCLORACLE CORP
$1.8B
ADSKAUTODESK INC
$1.8B
ADPAUTOMATIC DATA PROCESSING IN
$1.8B
WFCWELLS FARGO CO NEW
$1.7B
SBUXSTARBUCKS CORP
$1.6B
MUMICRON TECHNOLOGY INC
$1.6B
AZOAUTOZONE INC
$1.6B
4I1PHILIP MORRIS INTL INC
$1.6B
KLACKLA CORP
$1.6B
MPCMARATHON PETE CORP
$1.5B
EFXEQUIFAX INC
$1.5B
WMTWALMART INC
$1.5B
SNYSANOFI
$1.5B
TXNTEXAS INSTRS INC
$1.5B
AXPAMERICAN EXPRESS CO
$1.5B
DELLDELL TECHNOLOGIES INC
$1.5B
AVTRAVANTOR INC
$1.5B
NVONOVO-NORDISK A S
$1.4B
HDHOME DEPOT INC
$1.4B
ITGARTNER INC
$1.4B
GDGENERAL DYNAMICS CORP
$1.4B
ISTBISHARES TR
$1.4B
CVECENOVUS ENERGY INC
$1.4B
URIUNITED RENTALS INC
$1.4B
RHCRH PLC
$1.3B
PGPROCTER AND GAMBLE CO
$1.3B
APHAMPHENOL CORP NEW
$1.3B
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