Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings251 positions
ISHARES TR | 521,089 | $274M | 8.7% | $509.49 | 0.00% | 1 qtr | New 95 |
SPDR SERIES TRUST | 3.6M | $262.6M | 8.4% | $72.09 | 0.00% | 1 qtr | New 95 |
TRIMTABS ALL CAP US FREE-CAS | 3.7M | $226.4M | 7.2% | $59.69 | 0.00% | 1 qtr | New 95 |
ISHARES INC | 2.9M | $213.2M | 6.8% | $69.20 | 0.00% | 1 qtr | New 94 |
ISHARES TR | 2.1M | $208.6M | 6.7% | $89.20 | 0.00% | 1 qtr | New 94 |
BLACKROCK ETF TRUST II | 3.1M | $163.9M | 5.2% | $45.43 | 0.00% | 1 qtr | New 94 |
ISHARES TR | 1.7M | $158M | 5.0% | $83.64 | 0.00% | 1 qtr | New 94 |
SPDR SERIES TRUST | 3.1M | $152.9M | 4.9% | $47.70 | 0.00% | 1 qtr | New 84 |
ISHARES TR | 4.3M | $148.6M | 4.7% | $31.84 | 0.00% | 1 qtr | New 84 |
ISHARES TR | 882,744 | $119.2M | 3.8% | $134.50 | 0.00% | 1 qtr | New 83 |
ISHARES TR | 2.3M | $116.2M | 3.7% | $46.15 | 0.00% | 1 qtr | New 83 |
ISHARES TR | 993,616 | $83M | 2.6% | $80.45 | 0.00% | 1 qtr | New 77 |
STATE STR SPDR S&P 500 ETF T | 118,864 | $62.2M | 2.0% | $508.07 | 0.00% | 1 qtr | New 67 |
SELECT SECTOR SPDR TR | 363,263 | $53.7M | 1.7% | $143.42 | 0.00% | 1 qtr | New 67 |
TCW ETF TRUST | 774,499 | $53M | 1.7% | $67.91 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 479,451 | $53M | 1.7% | $106.12 | 0.00% | 1 qtr | New 67 |
ISHARES INC | 965,906 | $49.8M | 1.6% | $48.57 | 0.00% | 1 qtr | New 67 |
SPDR SERIES TRUST | 488,645 | $46.5M | 1.5% | $80.24 | 0.00% | 1 qtr | New 67 |
ISHARES INC | 468,677 | $44.3M | 1.4% | $85.28 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 444,804 | $44.2M | 1.4% | $89.73 | 0.00% | 1 qtr | New 67 |
Dynasty Wealth Management, LLC manages $3.1B across 251 positions as of Q1 2024. Top holdings: IVV (8.7%), SPYG (8.4%), ABFL (7.2%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
Active quarter - 249 new positions, 1 exits, 2 increased. Top move: IVV (NEW, conviction 95). Portfolio: $3.1B across 251 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR