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 7 of 13
TEXAS INSTRUMENTS INC
Shares:7.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
MICRON TECHNOLOGY INC
Shares:15.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
GENERAL DYNAMICS CORP
Shares:4.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
CENTERPOINT ENERGY INC
Shares:36.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
Keysight Technologies, Inc.
Shares:8.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
PROCTER & GAMBLE Co
Shares:7.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
FIRSTENERGY CORP
Shares:31.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
KINROSS GOLD CORP
Shares:100.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
COSTAR GROUP, INC.
Shares:16.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
Marathon Petroleum Corp
Shares:8.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
FLEX LTD.
Shares:37.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
92206C102
Shares:20.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
JOHNSON & JOHNSON
Shares:7.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
EQUIFAX INC
Shares:4.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
ASTRAZENECA PLC
Shares:15.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
Fortive Corp
Shares:14.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
GOLDMAN SACHS GROUP INC
Shares:1.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
Walt Disney Co
Shares:10.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
46434G764
Shares:19.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)
Paycom Software, Inc.
Shares:4.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)