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)
| Stock | Value |
|---|---|
IVVISHARES TR | $274K |
SPYGSPDR SER TR | $263K |
ABFLTRIMTABS ETF TR | $226K |
AQLTISHARES TR | $213K |
AGGISHARES TR | $209K |
BINCBLACKROCK ETF TRUST II | $164K |
MBBISHARES TR | $158K |
SPYVSPDR SER TR | $153K |
HEFAISHARES TR | $149K |
IYWISHARES TR | $119K |
IGSBISHARES TR | $116K |
USMVISHARES TR | $83K |
SPYSPDR S&P 500 ETF TR | $62K |
XLVSELECT SECTOR SPDR TR | $54K |
PWRDTCW TRANSFORM ETF TRUST | $53K |
IJRISHARES TR | $53K |
IEMGISHARES INC | $50K |
JNKSPDR SER TR | $47K |
TLTISHARES TR | $44K |
STIPISHARES TR | $44K |
QUALISHARES TR | $39K |
ABLGTRIMTABS ETF TR | $34K |
SPLVINVESCO EXCH TRADED FD TR II | $33K |
EMXCISHARES INC | $32K |
VTIVANGUARD INDEX FDS | $28K |
VGSHVANGUARD SCOTTSDALE FDS | $27K |
IAU*ISHARES GOLD TR | $24K |
MUBISHARES TR | $19K |
MUNIPIMCO ETF TR | $19K |
AMZNAMAZON COM INC | $15K |
MEARI SHARES U S ETF TR | $12K |
MSFTMICROSOFT CORP | $11K |
GOOGLALPHABET INC | $10K |
VWOVANGUARD INTL EQUITY INDEX F | $9K |
VEAVANGUARD TAX-MANAGED FDS | $8K |
VBVANGUARD INDEX FDS | $7K |
IUSBISHARES TR | $7K |
BSVVANGUARD BD INDEX FDS | $6K |
AAPLAPPLE INC | $6K |
ACNACCENTURE PLC IRELAND | $6K |
UNHUNITEDHEALTH GROUP INC | $6K |
BNDVANGUARD BD INDEX FDS | $5K |
MAMASTERCARD INCORPORATED | $5K |
SHYMBLACKROCK ETF TRUST II | $5K |
GOOGALPHABET INC | $5K |
PYLDPIMCO ETF TR | $4K |
JPMJPMORGAN CHASE & CO | $4K |
EFGISHARES TR | $4K |
VTEBVANGUARD MUN BD FDS | $4K |
RDVYFIRST TR EXCHANGE-TRADED FD | $4K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $4K |
ABTABBOTT LABS | $4K |
NFLXNETFLIX INC | $4K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4K |
CRMSALESFORCE INC | $3K |
VVISA INC | $3K |
NKENIKE INC | $3K |
NOWSERVICENOW INC | $3K |
IGFISHARES TR | $3K |
IWBISHARES TR | $3K |
TMOTHERMO FISHER SCIENTIFIC INC | $3K |
SYKSTRYKER CORPORATION | $3K |
ZTSZOETIS INC | $3K |
EFVISHARES TR | $3K |
INTUINTUIT | $3K |
ABNBAIRBNB INC | $3K |
MRSHMARSH & MCLENNAN COS INC | $3K |
ICLRICON PLC | $2K |
TSLATESLA INC | $2K |
PEPPEPSICO INC | $2K |
OEFISHARES TR | $2K |
ADBEADOBE INC | $2K |
DWDMORGAN STANLEY | $2K |
ORCLORACLE CORP | $2K |
ADSKAUTODESK INC | $2K |
ADPAUTOMATIC DATA PROCESSING IN | $2K |
WFCWELLS FARGO CO NEW | $2K |
SBUXSTARBUCKS CORP | $2K |
MUMICRON TECHNOLOGY INC | $2K |
AZOAUTOZONE INC | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
KLACKLA CORP | $2K |
MPCMARATHON PETE CORP | $2K |
EFXEQUIFAX INC | $2K |
WMTWALMART INC | $2K |
SNYSANOFI | $2K |
TXNTEXAS INSTRS INC | $1K |
AXPAMERICAN EXPRESS CO | $1K |
DELLDELL TECHNOLOGIES INC | $1K |
AVTRAVANTOR INC | $1K |
NVONOVO-NORDISK A S | $1K |
HDHOME DEPOT INC | $1K |
ITGARTNER INC | $1K |
GDGENERAL DYNAMICS CORP | $1K |
ISTBISHARES TR | $1K |
CVECENOVUS ENERGY INC | $1K |
URIUNITED RENTALS INC | $1K |
RHCRH PLC | $1K |
PGPROCTER AND GAMBLE CO | $1K |
APHAMPHENOL CORP NEW | $1K |
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