Dynasty Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
12/31/2024
Date filed
2/5/2025
Form type
13F-HR
Num holdings
247
Total value ($000)
$5,796,979
Net value change ($000)
+2,487,285 (75.2%)
New positions
52
Sold out positions
29
Turnover %
39.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BINC 330,974 NEW
SPYG 311,395 NEW
FBCG 258,132 NEW
DYNF 244,895 NEW
ABFL 199,887 74.6%
HEFA 155,042 NEW
PWRD 139,243 257.8%
IEMG 132,700 4457.5%
IVV 117,050 31.7%
IYW 87,343 63.9%
Top Reduces (Value $000, Stocks/ETFs)
FVAL -171,625 -57.8%
IJT -154,243 -100.0%
SSO -51,407 -100.0%
SPY -46,190 -39.8%
XLU -26,823 -100.0%
VUG -22,204 -100.0%
EFA -20,913 -54.5%
SPYV -15,562 -8.4%
AGG -14,898 -5.0%
DBEF -9,536 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type