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Dynasty Wealth Management, LLC

Q1 2024 · 13F-HR

Dynasty Wealth Management, LLCholdings as filed

Filed 2024-05-16 · accession 0001727599-24-000003

$3.14B
Reported value
251
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$274.0M8.74%521,089CommonNONE
78464A409SPYGSPDR SER TR$262.6M8.37%3,589,961CommonNONE
89628W302ABFLTRIMTABS ETF TR$226.4M7.22%3,726,953CommonNONE
46432F842IEFAISHARES TR$213.2M6.80%2,872,792CommonNONE
464287226AGGISHARES TR$208.6M6.65%2,129,842CommonNONE
092528603BINCBLACKROCK ETF TRUST II$163.9M5.23%3,124,988CommonNONE
464288588MBBISHARES TR$158.0M5.04%1,710,087CommonNONE
78464A508SPYVSPDR SER TR$152.9M4.87%3,051,234CommonNONE
46434V803HEFAISHARES TR$148.6M4.74%4,261,328CommonNONE
464287721IYWISHARES TR$119.2M3.80%882,744CommonNONE
464288646IGSBISHARES TR$116.2M3.71%2,265,851CommonNONE
46429B697USMVISHARES TR$83.0M2.65%993,616CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$62.2M1.98%118,864CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$53.7M1.71%363,263CommonNONE
29287L205PWRDTCW TRANSFORM ETF TRUST$53.0M1.69%774,499CommonNONE
464287804IJRISHARES TR$53.0M1.69%479,451CommonNONE
46434G103IEMGISHARES INC$49.8M1.59%965,906CommonNONE
78468R622JNKSPDR SER TR$46.5M1.48%488,645CommonNONE
464287432TLTISHARES TR$44.3M1.41%468,677CommonNONE
46429B747STIPISHARES TR$44.2M1.41%444,804CommonNONE
46432F339QUALISHARES TR$38.5M1.23%234,494CommonNONE
89628W401ABLGTRIMTABS ETF TR$33.9M1.08%1,133,006CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$33.3M1.06%505,943CommonNONE
46434G764EMXCISHARES INC$31.7M1.01%551,307CommonNONE
922908769VTIVANGUARD INDEX FDS$27.7M0.88%106,725CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$26.5M0.85%457,188CommonNONE
464285204IAUISHARES GOLD TR$24.0M0.77%572,441CommonNONE
464288414MUBISHARES TR$19.3M0.62%179,771CommonNONE
72201R866MUNIPIMCO ETF TR$18.6M0.59%355,043CommonNONE
023135106AMZNAMAZON COM INC$15.2M0.49%84,449CommonNONE
46431W838MEARI SHARES U S ETF TR$12.0M0.38%239,485CommonNONE
594918104MSFTMICROSOFT CORP$10.6M0.34%25,078CommonNONE
02079K305GOOGLALPHABET INC$9.7M0.31%64,215CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.8M0.28%209,625CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$8.4M0.27%166,853CommonNONE
922908751VBVANGUARD INDEX FDS$7.0M0.22%30,610CommonNONE
46434V613IUSBISHARES TR$7.0M0.22%153,318CommonNONE
921937827BSVVANGUARD BD INDEX FDS$6.3M0.20%81,630CommonNONE
037833100AAPLAPPLE INC$6.1M0.20%35,679CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5.7M0.18%16,506CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M0.18%11,486CommonNONE
921937835BNDVANGUARD BD INDEX FDS$5.3M0.17%72,601CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.2M0.17%10,811CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$4.9M0.16%220,238CommonNONE
02079K107GOOGALPHABET INC$4.5M0.14%29,561CommonNONE
72201R585PYLDPIMCO ETF TR$4.5M0.14%173,767CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.5M0.14%22,261CommonNONE
464288885EFGISHARES TR$4.4M0.14%42,086CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.3M0.14%84,402CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$4.1M0.13%73,856CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$4.1M0.13%33,304CommonNONE
002824100ABTABBOTT LABS$3.9M0.13%34,706CommonNONE
64110L106NFLXNETFLIX INC$3.7M0.12%6,069CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.6M0.12%8,663CommonNONE
79466L302CRMSALESFORCE INC$3.4M0.11%11,409CommonNONE
92826C839VVISA INC$3.4M0.11%12,111CommonNONE
654106103NKENIKE INC$3.3M0.10%34,884CommonNONE
81762P102NOWSERVICENOW INC$3.2M0.10%4,245CommonNONE
464288372IGFISHARES TR$3.1M0.10%65,780CommonNONE
464287622IWBISHARES TR$3.0M0.10%10,549CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.0M0.10%5,218CommonNONE
863667101SYKSTRYKER CORPORATION$2.9M0.09%8,163CommonNONE
98978V103ZTSZOETIS INC$2.9M0.09%17,215CommonNONE
464288877EFVISHARES TR$2.9M0.09%52,882CommonNONE
461202103INTUINTUIT$2.7M0.09%4,188CommonNONE
009066101ABNBAIRBNB INC$2.7M0.09%16,467CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$2.6M0.08%12,423CommonNONE
G4705A100ICLRICON PLC$2.3M0.07%6,891CommonNONE
88160R101TSLATESLA INC$2.3M0.07%12,972CommonNONE
713448108PEPPEPSICO INC$2.3M0.07%12,967CommonNONE
464287101OEFISHARES TR$2.2M0.07%9,033CommonNONE
00724F101ADBEADOBE INC$2.1M0.07%4,189CommonNONE
617446448MSMORGAN STANLEY$1.9M0.06%20,470CommonNONE
68389X105ORCLORACLE CORP$1.8M0.06%14,652CommonNONE
052769106ADSKAUTODESK INC$1.8M0.06%7,061CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.8M0.06%7,065CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.7M0.05%29,316CommonNONE
855244109SBUXSTARBUCKS CORP$1.6M0.05%18,028CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.6M0.05%13,714CommonNONE
053332102AZOAUTOZONE INC$1.6M0.05%507CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.6M0.05%17,104CommonNONE
482480100KLACKLA CORP$1.6M0.05%2,226CommonNONE
56585A102MPCMARATHON PETE CORP$1.5M0.05%7,661CommonNONE
294429105EFXEQUIFAX INC$1.5M0.05%5,766CommonNONE
931142103WMTWALMART INC$1.5M0.05%25,536CommonNONE
80105N105SNYSANOFI$1.5M0.05%31,436CommonNONE
882508104TXNTEXAS INSTRS INC$1.5M0.05%8,608CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.5M0.05%6,573CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.05%12,881CommonNONE
05352A100AVTRAVANTOR INC$1.5M0.05%56,818CommonNONE
670100205NVONOVO-NORDISK A S$1.4M0.05%11,240CommonNONE
437076102HDHOME DEPOT INC$1.4M0.05%3,742CommonNONE
366651107ITGARTNER INC$1.4M0.05%3,005CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.4M0.05%4,997CommonNONE
46432F859ISTBISHARES TR$1.4M0.04%29,653CommonNONE
15135U109CVECENOVUS ENERGY INC$1.4M0.04%69,229CommonNONE
911363109URIUNITED RENTALS INC$1.4M0.04%1,880CommonNONE
G25508105CRHCRH PLC$1.3M0.04%15,542CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.3M0.04%8,194CommonNONE
032095101APHAMPHENOL CORP NEW$1.3M0.04%11,326CommonNONE
94106L109WMWASTE MGMT INC DEL$1.3M0.04%6,091CommonNONE
03073E105CORCENCORA INC$1.3M0.04%5,339CommonNONE
038222105AMATAPPLIED MATLS INC$1.3M0.04%6,287CommonNONE
20825C104COPCONOCOPHILLIPS$1.3M0.04%10,077CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.3M0.04%23,324CommonNONE
718546104PSXPHILLIPS 66$1.3M0.04%7,710CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.04%6,143CommonNONE
806857108SLBSCHLUMBERGER LTD$1.2M0.04%22,752CommonNONE
98138H101WDAYWORKDAY INC$1.2M0.04%4,565CommonNONE
872590104TMUST-MOBILE US INC$1.2M0.04%7,501CommonNONE
031162100AMGNAMGEN INC$1.2M0.04%4,274CommonNONE
478160104JNJJOHNSON & JOHNSON$1.2M0.04%7,667CommonNONE
125523100CITHE CIGNA GROUP$1.2M0.04%3,320CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.2M0.04%8,567CommonNONE
37940X102GPNGLOBAL PMTS INC$1.2M0.04%8,677CommonNONE
912008109USFDUS FOODS HLDG CORP$1.1M0.04%21,174CommonNONE
971378104WSCWILLSCOT MOBIL MINI HLDNG CO$1.1M0.04%24,206CommonNONE
464288653TLHISHARES TR$1.1M0.04%10,631CommonNONE
58155Q103MCKMCKESSON CORP$1.1M0.03%2,023CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.03%5,998CommonNONE
803054204SAPSAP SE$1.1M0.03%5,542CommonNONE
136385101CNQCANADIAN NAT RES LTD$1.1M0.03%14,076CommonNONE
46432F396MTUMISHARES TR$1.1M0.03%5,709CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.03%2,548CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$1.1M0.03%8,129CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.1M0.03%15,436CommonNONE
254709108DFSEURDISCOVER FINL SVCS$1.0M0.03%7,895CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.03%11,459CommonNONE
G29183103ETNEATON CORP PLC$1.0M0.03%3,220CommonNONE
219948106CPAYCORPAY INC$981,4660.03%3,181CommonNONE
H1467J104CBCHUBB LIMITED$966,2340.03%3,729CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$963,2480.03%69,050CommonNONE
681919106OMCOMNICOM GROUP INC$960,5780.03%9,927CommonNONE
56501R106MFCMANULIFE FINL CORP$946,1380.03%37,861CommonNONE
15135B101CNCCENTENE CORP DEL$921,9830.03%11,748CommonNONE
49177J102KVUEKENVUE INC$914,2430.03%42,602CommonNONE
46982L108JJACOBS SOLUTIONS INC$912,0370.03%5,933CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$861,9730.03%4,350CommonNONE
808513105SCHWSCHWAB CHARLES CORP$846,5570.03%11,702CommonNONE
655844108NSCNORFOLK SOUTHN CORP$840,8160.03%3,299CommonNONE
929740108WABWABTEC$840,6300.03%5,770CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$828,7110.03%69,992CommonNONE
34959J108FTVFORTIVE CORP$809,5810.03%9,412CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$792,4620.03%6,045CommonNONE
055622104BPBP PLC$777,3150.02%20,629CommonNONE
464287341IXCISHARES TR$762,6200.02%17,756CommonNONE
512807108LRCXEURLAM RESEARCH CORP$740,3660.02%762CommonNONE
574599106MASMASCO CORP$739,9070.02%9,380CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$737,5980.02%3,129CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$737,4070.02%203CommonNONE
058498106BALLBALL CORP$736,8020.02%10,938CommonNONE
835699307SONYSONY GROUP CORP$727,3320.02%8,483CommonNONE
71377A103PFGCPERFORMANCE FOOD GROUP CO$721,6940.02%9,669CommonNONE
088606108BHPBHP GROUP LTD$719,5910.02%12,473CommonNONE
758750103RRXREGAL REXNORD CORPORATION$700,3660.02%3,889CommonNONE
532457108LLYELI LILLY & CO$697,8050.02%897CommonNONE
405552100HLNHALEON PLC$692,1510.02%81,525CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$691,8690.02%5,034CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$679,7530.02%9,275CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$674,5350.02%7,297CommonNONE
95082P105WCCWESCO INTL INC$664,6400.02%3,880CommonNONE
78468R739SHMSPDR SER TR$655,6170.02%13,820CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$642,8180.02%6,238CommonNONE
780259305SHELSHELL PLC$639,9740.02%9,546CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$637,6650.02%13,507CommonNONE
92537N108VRTVERTIV HOLDINGS CO$636,5390.02%7,794CommonNONE
49271V100KDPKEURIG DR PEPPER INC$636,0070.02%20,737CommonNONE
464288281EMBISHARES TR$630,2010.02%7,028CommonNONE
G54950103LINLINDE PLC$623,5330.02%1,343CommonNONE
337932107FEFIRSTENERGY CORP$616,9710.02%15,975CommonNONE
147528103CASYCASEYS GEN STORES INC$608,9920.02%1,912CommonNONE
464287655IWMISHARES TR$604,1400.02%2,873CommonNONE
244199105DEDEERE & CO$588,1050.02%1,432CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$587,8180.02%2,351CommonNONE
747525103QCOMQUALCOMM INC$583,6850.02%3,448CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$579,3170.02%8,282CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$577,4670.02%1,761CommonNONE
044186104ASHASHLAND INC$568,9530.02%5,843CommonNONE
832696405SJMSMUCKER J M CO$565,2620.02%4,491CommonNONE
615369105MCOMOODYS CORP$564,6260.02%1,437CommonNONE
767204100RIORIO TINTO PLC$552,0770.02%8,661CommonNONE
G0176J109ALLEALLEGION PLC$548,0110.02%4,068CommonNONE
G0403H108AONAON PLC$546,4100.02%1,637CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$542,0130.02%3,466CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$527,7640.02%7,446CommonNONE
26614N102DDDUPONT DE NEMOURS INC$517,8660.02%6,754CommonNONE
45104G104IBNICICI BANK LIMITED$515,5530.02%19,521CommonNONE
72201R775BONDPIMCO ETF TR$499,2650.02%5,435CommonNONE
441593100HLIHOULIHAN LOKEY INC$495,4560.02%3,865CommonNONE
H01301128ALCALCON AG$482,1540.02%5,789CommonNONE
00187Y100APGAPI GROUP CORP$480,5470.02%12,237CommonNONE
580135101MCDMCDONALDS CORP$473,3940.02%1,679CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$465,6420.01%1,085CommonNONE
05329W102ANAUTONATION INC$453,0270.01%2,736CommonNONE
878742204TECKTECK RESOURCES LTD$442,7810.01%9,672CommonNONE
260003108DOVDOVER CORP$439,9930.01%2,483CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$431,8050.01%15,156CommonNONE
778296103ROSTROSS STORES INC$426,4970.01%2,906CommonNONE
222070203COTYCOTY INC$422,8100.01%35,352CommonNONE
90384S303ULTAULTA BEAUTY INC$421,4410.01%806CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQ IN$407,0390.01%3,158CommonNONE
653656108NICENICE LTD$406,8280.01%1,561CommonNONE
372303206GMABGENMAB A/S$402,9480.01%13,472CommonNONE
40415F101HDBHDFC BANK LTD$396,8980.01%7,091CommonNONE
09075V102BNTXBIONTECH SE$391,3250.01%4,242CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$384,2240.01%1,551CommonNONE
G2519Y108BAPCREDICORP LTD$384,0980.01%2,267CommonNONE
136375102CNICANADIAN NATL RY CO$375,3060.01%2,849CommonNONE
184496107CLHCLEAN HARBORS INC$365,1760.01%1,814CommonNONE
30212P303EXPEEXPEDIA GROUP INC$361,7320.01%2,626CommonNONE
G6095L109APTIV PLC$358,8230.01%4,505CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$356,6210.01%1,710CommonNONE
501889208LKQLKQ CORP$345,7730.01%6,474CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$341,0020.01%3,224CommonNONE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$337,8760.01%13,132CommonNONE
00217Y104ATSATS CORPORATION$337,0650.01%9,996CommonNONE
Y2573F102FLEXFLEX LTD$334,5940.01%11,695CommonNONE
76118Y104REZIRESIDEO TECHNOLOGIES INC$330,2240.01%14,729CommonNONE
22160N109CSGPCOSTAR GROUP INC$327,1840.01%3,387CommonNONE
680665205OLNOLIN CORP$326,3690.01%5,550CommonNONE
29109X106AZPN1USDASPEN TECHNOLOGY INC$322,6930.01%1,513CommonNONE
62955J103NOVNOV INC$320,2590.01%16,407CommonNONE
704551100BTUPEABODY ENERGY CORP$315,9300.01%13,023CommonNONE
72201R874SMMUPIMCO ETF TR$314,0710.01%6,294CommonNONE
715684106TLKP T TELEKOMUNIKASI INDONESIA$306,3570.01%13,763CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$303,8870.01%4,097CommonNONE
902973304USBUS BANCORP DEL$291,5180.01%6,522CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$286,2250.01%15,176CommonNONE
228368106CCKCROWN HLDGS INC$282,8140.01%3,568CommonNONE
866674104SUISUN CMNTYS INC$282,1810.01%2,195CommonNONE
02319V103ABEVAMBEV SA$274,0630.01%110,509CommonNONE
316773100FITBFIFTH THIRD BANCORP$265,4380.01%7,134CommonNONE
047649108ATKRATKORE INC$261,2840.01%1,373CommonNONE
58733R102MELIMERCADOLIBRE INC$258,5450.01%171CommonNONE
30040W108ESEVERSOURCE ENERGY$246,9610.01%4,132CommonNONE
G98239109XPXP INC$243,9550.01%9,507CommonNONE
72352L106PINSPINTEREST INC$243,3490.01%7,019CommonNONE
29786A106ETSYETSY INC$235,5720.01%3,428CommonNONE
124765108CAECAE INC$235,3990.01%11,405CommonNONE
05722G100BKRBAKER HUGHES COMPANY$234,7200.01%7,007CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$234,1690.01%1,577CommonNONE
33829M101FIVEFIVE BELOW INC$227,4510.01%1,254CommonNONE
98139A105WKWORKIVA INC$226,4160.01%2,670CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$224,6520.01%1,390CommonNONE
08265T208BSYBENTLEY SYS INC$217,9630.01%4,174CommonNONE
50212V100LPLALPL FINL HLDGS INC$217,0690.01%822CommonNONE
45168D104IDXXIDEXX LABS INC$213,8120.01%396CommonNONE
04016X101ARGXARGENX SE$212,6090.01%540CommonNONE
G3223R108EGEVEREST GROUP LTD$209,4970.01%527CommonNONE
69351T106PPLPPL CORP$201,1620.01%7,307CommonNONE
26884L109EQTEQT CORP$201,1090.01%5,425CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.