Dynasty Wealth Management, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$5.8B
Holdings
247
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (247 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $486.1M |
ABFLTRIMTABS ETF TR | $467.8M |
BINCBLACKROCK ETF TRUST II | $331.0M |
SPYGSPDR SER TR | $311.4M |
AGGISHARES TR | $285.7M |
FBCGFIDELITY COVINGTON TRUST | $258.1M |
AQLTISHARES TR | $257.5M |
DYNFBLACKROCK ETF TRUST | $244.9M |
IYWISHARES TR | $224.0M |
PWRDTCW TRANSFORM ETF TRUST | $193.3M |
MBBISHARES TR | $180.6M |
SPYVSPDR SER TR | $169.3M |
HEFAISHARES TR | $155.0M |
IEMGISHARES INC | $135.7M |
FBNDFIDELITY MERRIMACK STR TR | $131.9M |
FVALFIDELITY COVINGTON TRUST | $125.6M |
USMVISHARES TR | $106.9M |
QUALISHARES TR | $93.3M |
ABLGTRIMTABS ETF TR | $90.9M |
IJRISHARES TR | $83.1M |
EMXCISHARES INC | $80.1M |
TLTISHARES TR | $79.1M |
EFGISHARES TR | $78.0M |
IGSBISHARES TR | $74.6M |
SPYSPDR S&P 500 ETF TR | $69.9M |
EFVISHARES TR | $68.9M |
HELOJ P MORGAN EXCHANGE TRADED F | $63.6M |
XLESELECT SECTOR SPDR TR | $57.1M |
MUNIPIMCO ETF TR | $51.7M |
MTUMISHARES TR | $48.0M |
STIPISHARES TR | $44.2M |
TIPISHARES TR | $42.5M |
RSPINVESCO EXCHANGE TRADED FD T | $38.6M |
IAU*ISHARES GOLD TR | $37.3M |
IXCISHARES TR | $36.0M |
SPLVINVESCO EXCH TRADED FD TR II | $35.5M |
MUBISHARES TR | $33.2M |
VTIVANGUARD INDEX FDS | $32.4M |
TLHISHARES TR | $26.9M |
PYLDPIMCO ETF TR | $23.9M |
IWDISHARES TR | $21.9M |
EMGFISHARES INC | $19.3M |
IVWISHARES TR | $17.8M |
EFAISHARES TR | $17.4M |
EMBISHARES TR | $13.2M |
VWOVANGUARD INTL EQUITY INDEX F | $9.8M |
AMZNAMAZON COM INC | $9.2M |
MSFTMICROSOFT CORP | $8.9M |
VEAVANGUARD TAX-MANAGED FDS | $8.7M |
VBVANGUARD INDEX FDS | $8.1M |
AAPLAPPLE INC | $7.5M |
MEARISHARES U S ETF TR | $7.2M |
VGSHVANGUARD SCOTTSDALE FDS | $6.5M |
BSVVANGUARD BD INDEX FDS | $6.4M |
SMMUPIMCO ETF TR | $6.2M |
ORCLORACLE CORP | $6.2M |
JNKSPDR SER TR | $6.1M |
GOOGLALPHABET INC | $6.0M |
SHYMBLACKROCK ETF TRUST II | $5.8M |
ACNACCENTURE PLC IRELAND | $5.7M |
JPMJPMORGAN CHASE & CO | $5.7M |
VTEBVANGUARD MUN BD FDS | $5.5M |
MAMASTERCARD INCORPORATED | $5.5M |
UNHUNITEDHEALTH GROUP INC | $5.4M |
BNDVANGUARD BD INDEX FDS | $5.1M |
SUBISHARES TR | $4.6M |
IWFISHARES TR | $4.5M |
IXUSISHARES TR | $4.4M |
IWBISHARES TR | $4.4M |
GOOGALPHABET INC | $4.2M |
OEFISHARES TR | $4.0M |
VVISA INC | $4.0M |
ABTABBOTT LABS | $3.9M |
ZTSZOETIS INC | $3.8M |
NOWSERVICENOW INC | $3.4M |
SHOPSHOPIFY INC | $3.3M |
NFLXNETFLIX INC | $3.0M |
MRSHMARSH & MCLENNAN COS INC | $2.9M |
SYKSTRYKER CORPORATION | $2.7M |
INTUINTUIT | $2.7M |
HYDBISHARES TR | $2.7M |
HONHONEYWELL INTL INC | $2.6M |
IYEISHARES TR | $2.5M |
4I1PHILIP MORRIS INTL INC | $2.5M |
ABBVABBVIE INC | $2.4M |
IGFISHARES TR | $2.3M |
MSCIMSCI INC | $2.3M |
ADPAUTOMATIC DATA PROCESSING IN | $2.1M |
AQLTISHARES TR | $2.0M |
SYYSYSCO CORP | $2.0M |
AXPAMERICAN EXPRESS CO | $2.0M |
ABNBAIRBNB INC | $2.0M |
HDHOME DEPOT INC | $2.0M |
LPLALPL FINL HLDGS INC | $2.0M |
LLYELI LILLY & CO | $2.0M |
CPAYCORPAY INC | $2.0M |
DFSEURDISCOVER FINL SVCS | $2.0M |
WDAYWORKDAY INC | $2.0M |
INTFISHARES TR | $2.0M |
IWRISHARES TR | $1.9M |
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