Portfolio (Quarterly)
Guide ↗
Dynasty Wealth Management, LLC
· CIK 0001727599| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HELO | J P MORGAN EXCHANGE TRADED F | — | 6,692 | $445K | 0.00% | SOLD |
| 22 | WDAY | WORKDAY INC | Technology | 1,965 | $422K | 0.00% | SOLD |
| 23 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,861 | $394K | 0.00% | SOLD |
| 24 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 4,281 | $390K | 0.00% | SOLD |
| 25 | SE | SEA LTD | Consumer Cyclical | 2,939 | $375K | 0.00% | SOLD |
| 26 | NVO | NOVO-NORDISK A S | Healthcare | 7,303 | $372K | 0.00% | SOLD |
| 27 | EQT | EQT CORP | Energy | 6,676 | $358K | 0.00% | SOLD |
| 28 | DASH | DOORDASH INC | Communication Services | 1,550 | $351K | 0.00% | SOLD |
| 29 | CVX | CHEVRON CORP NEW | Energy | 2,215 | $338K | 0.00% | SOLD |
| 30 | ZTS | ZOETIS INC | Healthcare | 2,591 | $326K | 0.00% | SOLD |
| 31 | WING | WINGSTOP INC | Consumer Cyclical | 1,353 | $323K | 0.00% | SOLD |
| 32 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,303 | $317K | 0.00% | SOLD |
| 33 | OMC | OMNICOM GROUP INC | Communication Services | 3,766 | $304K | 0.00% | SOLD |
| 34 | CPNG | COUPANG INC | Consumer Cyclical | 12,680 | $299K | 0.00% | SOLD |
| 35 | APG | API GROUP CORP | Industrials | 7,817 | $299K | 0.00% | SOLD |
| 36 | KNSL | KINSALE CAP GROUP INC | Financial Services | 735 | $287K | 0.00% | SOLD |
| 37 | OWL | BLUE OWL CAPITAL INC | Financial Services | 19,208 | $287K | 0.00% | SOLD |
| 38 | CI | THE CIGNA GROUP | Healthcare | 1,029 | $283K | 0.00% | SOLD |
| 39 | DE | DEERE & CO | Industrials | 590 | $275K | 0.00% | SOLD |
| 40 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 537 | $274K | 0.00% | SOLD |
Sector Allocation
Financial Services
50.1%
Technology
19.1%
Communication Services
5.5%
Healthcare
5.3%
Industrials
4.9%
Consumer Cyclical
4.8%
Energy
3.4%
Consumer Defensive
3.0%
Basic Materials
2.4%
Utilities
1.5%