Dynasty Wealth Management, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.0B
Holdings
248
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (248 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $466.5M |
ABFLTRIMTABS ETF TR | $430.1M |
BINCBLACKROCK ETF TRUST II | $308.7M |
SPYGSPDR SER TR | $301.9M |
FBNDFIDELITY MERRIMACK STR TR | $272.5M |
FBCGFIDELITY COVINGTON TRUST | $267.0M |
DYNFBLACKROCK ETF TRUST | $262.2M |
AQLTISHARES TR | $254.2M |
AGGISHARES TR | $246.4M |
SPYVSPDR SER TR | $224.4M |
PWRDTCW TRANSFORM ETF TRUST | $214.2M |
IEMGISHARES INC | $210.6M |
JAVAJ P MORGAN EXCHANGE TRADED F | $196.7M |
IYWISHARES TR | $183.7M |
MBBISHARES TR | $142.5M |
HEFAISHARES TR | $140.9M |
USMVISHARES TR | $111.9M |
STIPISHARES TR | $97.9M |
TLTISHARES TR | $94.3M |
QUALISHARES TR | $90.9M |
XLFSELECT SECTOR SPDR TR | $80.4M |
ABLGTRIMTABS ETF TR | $80.4M |
IGSBISHARES TR | $79.5M |
JIREJ P MORGAN EXCHANGE TRADED F | $75.2M |
SPYSPDR S&P 500 ETF TR | $72.5M |
IAU*ISHARES GOLD TR | $71.1M |
EFVISHARES TR | $69.7M |
OEFISHARES TR | $69.2M |
IJRISHARES TR | $68.0M |
EFGISHARES TR | $51.5M |
EMGFISHARES INC | $51.5M |
MUNIPIMCO ETF TR | $48.2M |
TIPISHARES TR | $45.8M |
RSPINVESCO EXCHANGE TRADED FD T | $42.3M |
HELOJ P MORGAN EXCHANGE TRADED F | $37.9M |
IEIISHARES TR | $32.2M |
FDVVFIDELITY COVINGTON TRUST | $29.3M |
MUBISHARES TR | $28.8M |
TLHISHARES TR | $27.9M |
SMMUPIMCO ETF TR | $21.7M |
IVWISHARES TR | $20.7M |
BSVVANGUARD BD INDEX FDS | $19.5M |
EMBISHARES TR | $14.1M |
AMZNAMAZON COM INC | $11.7M |
MTUMISHARES TR | $11.3M |
VWOVANGUARD INTL EQUITY INDEX F | $9.7M |
AAPLAPPLE INC | $9.6M |
MEARISHARES U S ETF TR | $7.8M |
GOOGLALPHABET INC | $7.8M |
VBVANGUARD INDEX FDS | $7.7M |
MSFTMICROSOFT CORP | $7.5M |
JNKSPDR SER TR | $6.2M |
SHYMBLACKROCK ETF TRUST II | $6.0M |
UNHUNITEDHEALTH GROUP INC | $5.6M |
MAMASTERCARD INCORPORATED | $5.6M |
VTEBVANGUARD MUN BD FDS | $5.6M |
JPMJPMORGAN CHASE & CO | $5.2M |
BNDVANGUARD BD INDEX FDS | $5.2M |
SPLVINVESCO EXCH TRADED FD TR II | $5.2M |
ORCLORACLE CORP | $4.7M |
ABTABBOTT LABS | $4.6M |
ZTSZOETIS INC | $4.5M |
VVISA INC | $4.4M |
ACNACCENTURE PLC IRELAND | $4.4M |
IXUSISHARES TR | $4.3M |
INTFISHARES TR | $3.8M |
AQLTISHARES TR | $3.6M |
GOOGALPHABET INC | $3.5M |
4I1PHILIP MORRIS INTL INC | $3.4M |
MRSHMARSH & MCLENNAN COS INC | $3.2M |
LLYELI LILLY & CO | $3.2M |
HYDBISHARES TR | $3.1M |
TSLATESLA INC | $3.1M |
ABBVABBVIE INC | $3.0M |
SHOPSHOPIFY INC | $2.9M |
SYKSTRYKER CORPORATION | $2.8M |
INTUINTUIT | $2.6M |
IGFISHARES TR | $2.5M |
HONHONEYWELL INTL INC | $2.4M |
ABGCENCORA INC | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.2M |
MSCIMSCI INC | $2.2M |
MCKMCKESSON CORP | $2.1M |
CPAYCORPAY INC | $2.1M |
SUBISHARES TR | $2.1M |
SYYSYSCO CORP | $2.1M |
LPLALPL FINL HLDGS INC | $2.1M |
AZOAUTOZONE INC | $2.0M |
ADPAUTOMATIC DATA PROCESSING IN | $2.0M |
ICVTISHARES TR | $2.0M |
FANGDIAMONDBACK ENERGY INC | $2.0M |
UBERUBER TECHNOLOGIES INC | $2.0M |
IGEBISHARES TR | $2.0M |
DFSEURDISCOVER FINL SVCS | $2.0M |
HDHOME DEPOT INC | $2.0M |
PPLPPL CORP | $1.9M |
ADBEADOBE INC | $1.9M |
ABNBAIRBNB INC | $1.9M |
AXPAMERICAN EXPRESS CO | $1.9M |
RHCRH PLC | $1.8M |
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