$48.3 Million is the total value of Dynasty Wealth Management, LLC's 75 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LYONDELLBASELL | 5 | Q4 2018 | 45.9% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 5 | Q4 2018 | 27.5% |
| JOHNSON & JOHNSON COM | 4 | Q3 2018 | 83.3% |
| SPDR S&P 500 ETF | 4 | Q3 2018 | 7.1% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 4 | Q3 2018 | 6.2% |
| ISHARES RUSSELL 2000 ETF | 4 | Q3 2018 | 4.0% |
| ISHARES TR RUSSELL 1000 INDEX ETF | 4 | Q3 2018 | 4.2% |
| ISHARES S&P SMALLCAP 600 ETF | 4 | Q3 2018 | 3.6% |
| AMAZON.COM INC | 4 | Q3 2018 | 3.7% |
| CHEVRON CORP NEW COM | 4 | Q3 2018 | 2.5% |
View Dynasty Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-16 |
| 13F-HR | 2018-04-20 |
| 13F-HR | 2018-02-15 |
View Dynasty Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.