Dynasty Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
St. Petersburg, FL
CIK
0001727599
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 224 3,309,693 IVV, AGG, FVAL, TTAC 13F-HR 11/12/2024 000172759924000006
Q2 2024 238 3,391,962 IVV, SPYG, TTAC, AGG 13F-HR 8/12/2024 000172759924000004
Q1 2024 251 3,135,765 IVV, SPYG, TTAC, IEFA 13F-HR 5/15/2024 000172759924000003
Q4 2018 3 760 LYB, VEA, VTI 13F-HR 2/12/2019 000160658719000219
Q3 2018 126 77,685 JNJ, SPY, IWB, XLK 13F-HR 11/9/2018 000160658718000853
Q2 2018 75 48,306 JNJ, SPY, XLK, VEA 13F-HR 8/16/2018 000160658718000684
Q1 2018 73 238,587 JNJ, SPY, VEA, XLK 13F-HR 4/20/2018 000160658718000318
Q4 2017 100 57,912 JNJ, VEA, IWN, PKW 13F-HR 2/15/2018 000160658718000245