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
Filing Details
13F-HR • 2025-03-31- 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% identified198 identified50 unidentified
Holdings
248 positions • $6.0B total value
Manager:
Search and click to pin securities to the top
Page 7 of 13
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
7.8K | QoQ -0.28% (-22)YoY -9.56% (-823) | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$6.0B) | ||
15.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$6.0B) | |||
4.9K | QoQ +2.10% (+101)YoY -1.76% (-88) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | ||
36.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | |||
8.8K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | |||
7.7K | QoQ -0.10% (-8)YoY -6.05% (-496) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | ||
FIRSTENERGY CORP(FEcusip337932107) | 31.5K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | ||
100.8K | YoY NEW(+100.8K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | YoY NEW(+$1.3M) | |
16.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$6.0B) | |||
8.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$6.0B) | |||
37.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$6.0B) | |||
20.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$6.0B) | |||
7.1K | QoQ -6.94% (-528)YoY -7.77% (-596) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$6.0B) | ||
EQUIFAX INC(EFXcusip294429105) | 4.7K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$6.0B) | ||
ASTRAZENECA PLC(AZNcusip046353108) | 15.3K | YoY NEW(+15.3K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$6.0B) | YoY NEW(+$1.1M) |
Fortive Corp(FTVcusip34959J108) | 14.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$6.0B) | ||
1.9K | QoQ -1.42% (-28) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$6.0B) | ||
Walt Disney Co(DIScusip254687106) | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$6.0B) | YoY NEW(+$1.1M) |
19.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$6.0B) | |||
4.7K | QoQ +0.88% (+41)YoY NEW(+4.7K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$6.0B) | YoY NEW(+$1.0M) |