Dynasty-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FLEX",
  "ARGX",
  "RRX",
  "RJF",
  null,
  "MU",
  "ACN",
  "KBR",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "APG",
  "APP",
  null,
  "NICE",
  "DT",
  "REZI",
  "EXPE",
  null,
  "FERG",
  null,
  "FITB",
  null,
  "GD",
  "HON",
  "HD",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "FE",
  null,
  "EMXC",
  "HLI",
  "LEN",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  null,
  null,
  "HEFA",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  null,
  "MPC",
  "MMC",
  null,
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "EQT",
  "FIS",
  "FTV",
  "HEI",
  "RHI",
  "HIG",
  "HOLX",
  null,
  "OMC",
  "ICLR",
  "EMN",
  "IJR",
  "EFG",
  "KLAC",
  "ORCL",
  null,
  null,
  "NNN",
  null,
  "PEP",
  "PNC",
  "VGSH",
  null,
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "GS",
  "HPE",
  "LDOS",
  "PG",
  null,
  null,
  "KEYS",
  "LPLA",
  "KVUE",
  "MAS",
  "IEFA",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROST",
  null,
  "SPYG",
  null,
  "SYK",
  "TXN",
  "TMO",
  "UBER",
  "UAL",
  "ASH",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  "IT",
  null,
  null,
  "VRSK",
  "VRT",
  "ARE",
  "AON",
  "ACGL",
  null,
  "USFD",
  "APH",
  "ALLE",
  "CPAY",
  "WAB",
  "IP",
  "AJG",
  "WM",
  "IWR",
  "EFX",
  "BKR",
  "IDXX",
  "AMZN",
  null,
  null,
  "HBAN",
  "DKNG",
  "USB",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "V",
  "VST",
  "WFC",
  "WSC",
  "WDAY",
  null,
  "DTE",
  "PTC",
  "CNQ",
  "MSCI",
  "NSC",
  "MHK",
  "NXPI",
  "TRMB",
  "PPL",
  "PFGC",
  "SW",
  null,
  "TDY",
  "RBRK",
  "SYY",
  "LYV",
  null,
  "IXUS",
  "MTUM",
  "CHWY",
  "MCK",
  "SPYV",
  null,
  "NRG",
  "EG",
  "PAYC",
  "STE",
  "ATS",
  "AN",
  "ADP",
  "AZO",
  "AVTR",
  null,
  "OWL",
  "BLDR",
  "BR",
  "CAE",
  "CDNS",
  "CASY",
  "CVE",
  "CNP",
  "CB",
  "CLH",
  "KO",
  "CCEP",
  "COP",
  "CPRT",
  "COTY",
  "CSGP",
  "CRH",
  "CCK",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  "DFS",
  "RSP",
  "EFA",
  "J",
  "USMV",
  "NEE",
  "NKE",
  "IWM",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "URI",
  "MCHP",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 248
Total Value: 6001970663
Accession Number: 0001727599-25-000005
Form Type: 13F-HR
CIK: dynasty-wealth-management
Manager Name: Dynasty-Wealth-Management

Data Enrichment

80% identified

198 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

248 positions • $6.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DraftKings Inc.

DKNG|26142V105

Shares:7.3K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$6.0B)

COTY INC.

COTY|222070203

Shares:43.9K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$6.0B)

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:2.1K

Value:$238.8K

% of Portfolio:0.0% ($238.8K/$6.0B)

PTC INC.

PTC|69370C100

Shares:1.5K

Value:$236.3K

% of Portfolio:0.0% ($236.3K/$6.0B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:558

Value:$234.4K

% of Portfolio:0.0% ($234.4K/$6.0B)

HEICO CORP

HEI|422806109

Shares:781

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$6.0B)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:564

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$6.0B)

577125818

Shares:5.6M

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$6.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DraftKings Inc.(DKNGcusip26142V105)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$6.0B)	QoQ NEW(+$241.8K) YoY NEW(+$241.8K)
COTY INC.(COTYcusip222070203)	43.9K	QoQ +156.00% (+26.7K) YoY +24.10% (-8.5K)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$6.0B)	QoQ +101.20% (+$120.7K) YoY -43.24% (-$182.8K)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$238.8K	0.0% ($238.8K/$6.0B)	QoQ NEW(+$238.8K) YoY NEW(+$238.8K)
PTC INC.(PTCcusip69370C100)	1.5K	QoQ +5.75% (-83) YoY NEW(+1.5K)	All Managers (Combined)	$236.3K	0.0% ($236.3K/$6.0B)	QoQ -10.87% (-$28.8K) YoY NEW(+$236.3K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	558	QoQ NEW(+558) YoY +40.90% (+162)	All Managers (Combined)	$234.4K	0.0% ($234.4K/$6.0B)	QoQ NEW(+$234.4K) YoY +9.63% (+$20.6K)
HEICO CORP(HEIcusip422806109)	781	QoQ NEW(+781) YoY NEW(+781)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$6.0B)	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	564	QoQ NEW(+564) YoY +7.02% (-37)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$6.0B)	QoQ NEW(+$204.8K) YoY -2.24% (-$4.7K)
(cusip577125818)✕	5.6M	QoQ NEW(+5.6M) YoY NEW(+5.6M)	All Managers (Combined)	$50.4K	0.0% ($50.4K/$6.0B)	QoQ NEW(+$50.4K) YoY NEW(+$50.4K)