Dynasty Wealth Management, LLC holdings history

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167 is the total number of securities Dynasty Wealth Management, LLC has owned. The longest Dynasty Wealth Management, LLC has owned a single stock is 5 quarters.

Dynasty Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
LYB LYONDELLBASELL550.19%9.70%45.92%Q4 2017Q4 20185
VEA VANGUARD FTSE DEVELOPE...551.17%8.74%27.50%Q4 2017Q4 20185
JNJ JOHNSON & JOHNSON COM449.02%29.38%83.31%Q4 2017Q3 20184
SPY SPDR S&P 500 ETF441.46%3.88%7.06%Q4 2017Q3 20184
XLK TECHNOLOGY SELECT SECT...440.90%3.54%6.18%Q4 2017Q3 20184
IWM ISHARES RUSSELL 2000 ETF440.57%2.89%4.04%Q4 2017Q3 20184
IWB ISHARES TR RUSSELL 100...440.62%2.72%4.21%Q4 2017Q3 20184
IJR ISHARES S&P SMALLCAP 6...440.53%2.31%3.63%Q4 2017Q3 20184
AMZN AMAZON.COM INC440.62%2.02%3.65%Q4 2017Q3 20184
CVX CHEVRON CORP NEW COM440.46%1.82%2.51%Q4 2017Q3 20184
BRKB BERKSHIRE HATHAWAY INC...440.54%1.65%2.29%Q4 2017Q3 20184
IWN ISHARES RUSSELL 2000 V...440.32%1.53%3.88%Q4 2017Q3 20184
JPM JPMORGAN CHASE & CO COM440.34%1.42%2.06%Q4 2017Q3 20184
AAPL APPLE INC440.16%1.18%2.93%Q4 2017Q3 20184
VWO VANGUARD FTSE EMERGING...440.38%1.13%1.80%Q4 2017Q3 20184
BIT BLACKROCK MULTI-SECTOR...440.30%1.03%1.54%Q4 2017Q3 20184
MSFT MICROSOFT440.12%0.99%2.27%Q4 2017Q3 20184
NOBL PROSHARES S&P 500 DIVI...440.24%0.89%1.24%Q4 2017Q3 20184
EPD ENTERPRISE PRODS PARTN...440.26%0.87%1.31%Q4 2017Q3 20184
PROSPECT CAPITAL CORPO...440.25%0.87%1.35%Q4 2017Q3 20184
DIA SPDR DOW JONES INDUSTR...440.31%0.86%1.34%Q4 2017Q3 20184
FPE FIRST TRUST PREFERRED ...440.25%0.80%1.16%Q4 2017Q3 20184
VOX VANGUARD TELECOMMUNICA...440.15%0.78%1.97%Q4 2017Q3 20184
FB FACEBOOK INC CL A440.13%0.78%1.15%Q4 2017Q3 20184
GOOGL GOOGLE INC440.14%0.75%1.25%Q4 2017Q3 20184
XOM EXXON MOBIL CORP COM440.09%0.62%1.22%Q4 2017Q3 20184
GOOG ALPHABET INC CAP STK CL C440.14%0.61%1.18%Q4 2017Q3 20184
INTC INTEL CORP COM440.17%0.61%0.79%Q4 2017Q3 20184
USMV ISHARES EDGE MSCI MIN ...440.17%0.61%0.87%Q4 2017Q3 20184
TIP ISHARES TIPS BOND ETF440.20%0.60%0.92%Q4 2017Q3 20184
PFE PFIZER INC COM440.09%0.60%0.98%Q4 2017Q3 20184
DWDP DOWDUPONT INC COM440.12%0.57%0.76%Q4 2017Q3 20184
FPF FIRST TR INTER DUR PFD...440.19%0.52%0.74%Q4 2017Q3 20184
DVY ISHARES DJ SELECT DIVI...440.14%0.48%0.70%Q4 2017Q3 20184
C CITIGROUP INC440.10%0.47%0.68%Q4 2017Q3 20184
NEAR ISHARES SHORT MATURITY...440.15%0.46%0.72%Q4 2017Q3 20184
ANGL VANECK VECTORS FALLEN ...440.14%0.44%0.64%Q4 2017Q3 20184
FLOT ISHARES MSCI FLOATING ...440.14%0.43%0.71%Q4 2017Q3 20184
XBI SPDR S&P BIOTECH ETF440.11%0.43%0.68%Q4 2017Q3 20184
NEA NUVEEN AMT FREE QLTY M...440.09%0.42%0.86%Q4 2017Q3 20184
SCZ ISHARES MSCI EAFE SMAL...440.12%0.42%0.64%Q4 2017Q3 20184
PCN PIMCO CORPORATE INCOME...440.08%0.41%0.66%Q4 2017Q3 20184
TTE TOTAL SA ADR440.10%0.36%0.52%Q4 2017Q3 20184
XLY CONSUMER DISCRETIONARY...440.09%0.34%0.48%Q4 2017Q3 20184
GBDC GOLUB CAP BDC INC COM440.10%0.34%0.49%Q4 2017Q3 20184
ED CONSOLIDATED EDISON IN...440.09%0.30%0.42%Q4 2017Q3 20184
EVV EATON VANCE LTD DURATI...440.08%0.28%0.40%Q4 2017Q3 20184
ARCC ARES CAP CORP COM440.07%0.27%0.40%Q4 2017Q3 20184
EVF EATON VANCE SR INCOME ...440.07%0.21%0.34%Q4 2017Q3 20184
VVR VAN KAMPEN SENIOR INCO...440.05%0.13%0.24%Q4 2017Q3 20184
CDXC CHROMADEX CORP COM NEW440.02%0.06%0.10%Q4 2017Q3 20184
VTI VANGUARD TOTAL STOCK M...210.33%9.09%26.58%Q4 2017Q4 20183
VGT VANGUARD INFORMATION T...330.37%1.25%1.95%Q1 2018Q3 20183
VZ VERIZON COMMUNICATIONS210.42%0.56%0.76%Q4 2017Q3 20183
WIW WESTERN ASSET CLAYMORE...330.14%0.51%0.89%Q4 2017Q2 20183
IEMG ISHARES CORE MSCI EMER...330.18%0.51%0.76%Q4 2017Q2 20183
REGN REGENERON PHARMACEUTIC...210.40%0.47%0.54%Q4 2017Q3 20183
TBF PROSHARES SHORT 20 YEA...210.39%0.47%0.61%Q4 2017Q3 20183
XLI INDUSTRIAL SELECT SECT...330.31%0.44%0.60%Q1 2018Q3 20183
INNT INNOVATE BIOPHARMACEUT...330.19%0.44%0.82%Q1 2018Q3 20183
MO ALTRIA GROUP INC COM210.10%0.43%0.66%Q4 2017Q3 20183
MINT PIMCO ENHANCED SHORT M...330.14%0.41%0.67%Q1 2018Q3 20183
PM PHILIP MORRIS INTL INC210.10%0.38%0.60%Q4 2017Q3 20183
NTG TORTOISE FUND INC. COMMON330.08%0.27%0.36%Q4 2017Q2 20183
JQC NUVEEN CREDIT STRATEGI...330.09%0.16%0.23%Q4 2017Q2 20183
PKW INVESCO BUYBACK ACHIEV...221.79%2.34%2.90%Q2 2018Q3 20182
PKW POWERSHARES BUYBACK AC...220.68%1.87%3.07%Q4 2017Q1 20182
KYN KAYNE ANDERSON MLP INV...220.62%0.82%1.01%Q2 2018Q3 20182
UTG REAVES UTIL INCOME FD ...220.76%0.78%0.80%Q2 2018Q3 20182
XLE ENERGY SELECT SECTOR SPDR220.58%0.75%0.93%Q2 2018Q3 20182
BA BOEING CO COM220.42%0.56%0.71%Q2 2018Q3 20182
WFC WELLS FARGO CO NEW COM110.45%0.50%0.55%Q4 2017Q3 20182
PDP INVESCO DWA MOMENTUM ETF220.40%0.50%0.60%Q2 2018Q3 20182
MRK MERCK & CO INC110.35%0.47%0.60%Q4 2017Q3 20182
SCHD SCHWAB US DIVIDEND EQU...220.08%0.45%0.82%Q4 2017Q1 20182
MMM 3M CO COM110.40%0.44%0.48%Q4 2017Q3 20182
AXP AMERICAN EXPRESS CO COM110.39%0.44%0.48%Q4 2017Q3 20182
SPLV POWERSHARES SP500 LOW ...220.34%0.43%0.53%Q2 2018Q3 20182
TMO THERMO FISHER SCIENTIF...110.36%0.39%0.42%Q4 2017Q3 20182
QQQ POWERSHARES QQQ TR220.31%0.39%0.46%Q2 2018Q3 20182
VB VANGUARD SMALL-CAP IND...220.31%0.38%0.45%Q2 2018Q3 20182
XLP CONSUMER STAPLES SELEC...220.09%0.37%0.64%Q4 2017Q1 20182
SPLV POWERSHARES SP500 LOW ...220.11%0.35%0.60%Q4 2017Q1 20182
OLLI OLLIES BARGAIN OUTLT H...220.14%0.32%0.51%Q4 2017Q1 20182
TBT PROSHARES ULTRASHORT 2...220.14%0.32%0.50%Q4 2017Q1 20182
QQQ POWERSHARES QQQ TR220.12%0.31%0.49%Q4 2017Q1 20182
DHS WISDOMTREE U.S. HIGH D...110.26%0.31%0.35%Q4 2017Q3 20182
PDP POWERSHARES DWA MOMENT...220.12%0.30%0.48%Q4 2017Q1 20182
ZNGA ZYNGA INC220.11%0.19%0.26%Q2 2018Q3 20182
HIO WESTERN ASSET HIGH INC...220.02%0.07%0.12%Q4 2017Q1 20182
OCSL OAKTREE SPECIALTY LEND...220.02%0.07%0.12%Q4 2017Q1 20182
STARWOOD PPTY TR INC 4...220.02%0.04%0.07%Q4 2017Q1 20182
CME CHICAGO MERCANTILE HLD...111.70%1.70%1.70%Q2 2018Q2 20181
EMLP FIRST TRUST NORTH AMER...111.54%1.54%1.54%Q4 2017Q4 20171
SCHX SCHWAB U.S. LARGE-CAP ETF111.32%1.32%1.32%Q4 2017Q4 20171
DHG DEUTSCHE HIGH INCOME O...111.20%1.20%1.20%Q4 2017Q4 20171
MDY S & P MID CAP 400 DEP ...111.02%1.02%1.02%Q4 2017Q4 20171
BXMT BLACKSTONE MTG TR INC ...110.81%0.81%0.81%Q4 2017Q4 20171
SDY SPDR S&P DIVIDEND ETF110.77%0.77%0.77%Q4 2017Q4 20171
SCHA SCHWAB U.S. SMALL-CAP ETF110.76%0.76%0.76%Q4 2017Q4 20171
KBE SPDR S&P BANK ETF110.71%0.71%0.71%Q4 2017Q4 20171
T AT&T INC COM110.69%0.69%0.69%Q3 2018Q3 20181
CSCO CISCO SYS INC110.67%0.67%0.67%Q3 2018Q3 20181
BAC BANK AMER CORP COM110.66%0.66%0.66%Q3 2018Q3 20181
MA MASTERCARD INCORPORATE...110.61%0.61%0.61%Q3 2018Q3 20181
HD HOME DEPOT110.60%0.60%0.60%Q3 2018Q3 20181
V VISA INC110.60%0.60%0.60%Q3 2018Q3 20181
PST PROSHARES TRUST ULTRAS...110.60%0.60%0.60%Q4 2017Q4 20171
MMP MAGELLAN MIDSTREAM PAR...110.59%0.59%0.59%Q4 2017Q4 20171
UNH UNITEDHEALTH GROUP110.58%0.58%0.58%Q3 2018Q3 20181
XLU UTILITIES SELECT SECTO...110.57%0.57%0.57%Q4 2017Q4 20171
REM ISHARES MORTGAGE REAL ...110.55%0.55%0.55%Q4 2017Q4 20171
IWV ISHARES TRUST RUSSELL ...110.54%0.54%0.54%Q4 2017Q4 20171
FUN CEDAR FAIR L P DEPOSIT...110.52%0.52%0.52%Q4 2017Q4 20171
NVDA NVIDIA CORP COM110.51%0.51%0.51%Q3 2018Q3 20181
PG PROCTER AND GAMBLE CO COM110.49%0.49%0.49%Q3 2018Q3 20181
DIS DISNEY WALT CO COM DISNEY110.46%0.46%0.46%Q3 2018Q3 20181
ABT ABBOTT LABS COM110.45%0.45%0.45%Q3 2018Q3 20181
AMJ JP MORGAN ALERIAN MLP ETN110.45%0.45%0.45%Q4 2017Q4 20171
IWS ISHARES RUSSELL MIDCAP...110.45%0.45%0.45%Q4 2017Q4 20171
MDT MEDTRONIC PLC SHS110.43%0.43%0.43%Q3 2018Q3 20181
AMGN AMGEN INC110.43%0.43%0.43%Q3 2018Q3 20181
KO COCA COLA CO COM110.43%0.43%0.43%Q3 2018Q3 20181
CMCSA COMCAST CORP NEW CL A110.42%0.42%0.42%Q3 2018Q3 20181
GLD SPDR GOLD ETF110.42%0.42%0.42%Q2 2018Q2 20181
ORCL ORACLE CORPORATION110.40%0.40%0.40%Q3 2018Q3 20181
NFLX NETFLIX COM INC110.40%0.40%0.40%Q3 2018Q3 20181
ABBV ABBVIE INC COM110.39%0.39%0.39%Q3 2018Q3 20181
PEP PEPSICO INC COM110.38%0.38%0.38%Q3 2018Q3 20181
LLY LILLY ELI & CO COM110.37%0.37%0.37%Q3 2018Q3 20181
ROBO ROBO-STOX GLOBAL ROBOT...110.37%0.37%0.37%Q4 2017Q4 20171
PRN POWERSHARES DWA INDUST...110.37%0.37%0.37%Q4 2017Q4 20171
IBM INTL BUSINESS MACHINES110.37%0.37%0.37%Q3 2018Q3 20181
PFF ISHARES S&P U.S. PREFE...110.36%0.36%0.36%Q4 2017Q4 20171
MCD MCDONALDS CORP COM110.35%0.35%0.35%Q3 2018Q3 20181
WMT WALMART INC COM110.35%0.35%0.35%Q3 2018Q3 20181
LOW LOWES COS INC COM110.34%0.34%0.34%Q3 2018Q3 20181
HON HONEYWELL INTL INC110.34%0.34%0.34%Q3 2018Q3 20181
BLK BLACKROCK INC110.34%0.34%0.34%Q3 2018Q3 20181
BACWSA BANK AMER CORP WT REST...110.32%0.32%0.32%Q4 2017Q4 20171
NKE NIKE INC CLASS B110.32%0.32%0.32%Q3 2018Q3 20181
BMY BRISTOL MYERS SQUIBB C...110.32%0.32%0.32%Q3 2018Q3 20181
PYPL PAYPAL HLDGS INC COM110.31%0.31%0.31%Q3 2018Q3 20181
UNP UNION PAC CORP COM110.30%0.30%0.30%Q3 2018Q3 20181
CAT CATERPILLAR INC DEL COM110.30%0.30%0.30%Q3 2018Q3 20181
ETN EATON CORP PLC SHS110.29%0.29%0.29%Q3 2018Q3 20181
ADBE ADOBE SYS INC110.29%0.29%0.29%Q3 2018Q3 20181
GLW CORNING INC COM110.27%0.27%0.27%Q3 2018Q3 20181
LGND LIGAND PHARMACEUTICALS...110.27%0.27%0.27%Q3 2018Q3 20181
FTNT FORTINET INC COM110.27%0.27%0.27%Q3 2018Q3 20181
ETP ENERGY TRANSFER OPERAT...110.26%0.26%0.26%Q3 2018Q3 20181
KMM DEUTSCHE MULTI-MKT INC...110.24%0.24%0.24%Q3 2018Q3 20181
JHB NUVEEN HIGH INCOME NOV...110.17%0.17%0.17%Q4 2017Q4 20171
GE GENERAL ELECTRIC CO COM110.16%0.16%0.16%Q3 2018Q3 20181
MSDI INNOVATE BIOPHARMACEUT...110.15%0.15%0.15%Q4 2017Q4 20171
DNRCQ DENBURY RESOURCES INC110.14%0.14%0.14%Q3 2018Q3 20181
BKCC BLACKROCK CAPITAL INVE...110.11%0.11%0.11%Q3 2018Q3 20181
VLUE SHARES EDGE MSCI USA V...110.10%0.10%0.10%Q1 2018Q1 20181
ODP OFFICE DEPOT INC COM110.10%0.10%0.10%Q3 2018Q3 20181
SWN SOUTHWESTERN ENERGY CO...110.10%0.10%0.10%Q3 2018Q3 20181
NYMT NEW YORK MTG TR INC CO...110.09%0.09%0.09%Q3 2018Q3 20181
AKS AK STL HLDG CORP COM110.08%0.08%0.08%Q3 2018Q3 20181
AVP AVON PRODS INC COM110.05%0.05%0.05%Q3 2018Q3 20181
KOPN KOPIN CORP COM110.05%0.05%0.05%Q3 2018Q3 20181
ACETQ ACETO CORP COM110.04%0.04%0.04%Q3 2018Q3 20181
CLDPQ CLOUD PEAK ENERGY INC COM110.04%0.04%0.04%Q3 2018Q3 20181
NTGRT TORTOISE MLP FD INC RT110.01%0.01%0.01%Q2 2018Q2 20181
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The securities at the top of the list , including LYONDELLBASELL, VANGUARD FTSE DEVELOPED MARKETS ETF, and JOHNSON & JOHNSON COM, are the highest-conviction holdings of Dynasty Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Dynasty Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Dynasty Wealth Management, LLC owns currently or has owned in the past.