Dynasty-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Dynasty-Wealth-Management
Data Enrichment
80% identified
198 identified50 unidentified

Holdings

248 positions • $6.0B total value
Manager:
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Page 5 of 13
THERMO FISHER SCIENTIFIC INC.
Shares:4.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$6.0B)
MSCI Inc.
Shares:3.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$6.0B)
MCKESSON CORP
Shares:3.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
CORPAY, INC.
Shares:6.1K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
464288158
Shares:20.0K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
SYSCO CORP
Shares:27.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
LPL Financial Holdings Inc.
Shares:6.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
AUTOZONE INC
Shares:536
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
AUTOMATIC DATA PROCESSING INC
Shares:6.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
46435G102
Shares:24.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
Diamondback Energy, Inc.
Shares:12.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
Uber Technologies, Inc
Shares:27.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
46435G219
Shares:43.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
Discover Financial Services
Shares:11.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
HOME DEPOT, INC.
Shares:5.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
PPL Corp
Shares:52.4K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.0B)
ADOBE INC.
Shares:4.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.0B)
Airbnb, Inc.
Shares:15.7K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.0B)
AMERICAN EXPRESS CO
Shares:6.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$6.0B)
CRH PUBLIC LTD CO
Shares:20.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$6.0B)