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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Dynasty Wealth Management, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001727599-25-000005

Total Value
$6.00B
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200830,277$466.5M7.77%
2TRIMTABS ETF TR89628W3026,729,463$430.1M7.17%
3BLACKROCK ETF TRUST IIBLK5,893,289$308.7M5.14%
4SPDR SER TR78464A4093,756,820$301.9M5.03%
5FIDELITY MERRIMACK STR TR3161883095,970,330$272.5M4.54%
6FIDELITY COVINGTON TRUST3160923526,679,781$267.0M4.45%
7BLACKROCK ETF TRUSTBLK5,377,151$262.2M4.37%
8ISHARES TR46432F8423,360,577$254.2M4.24%
9ISHARES TR4642872262,491,089$246.4M4.11%
10SPDR SER TR78464A5084,394,135$224.4M3.74%
11TCW TRANSFORM ETF TRUST29287L2054,201,045$214.2M3.57%
12ISHARES INC46434G1033,902,977$210.6M3.51%
13J P MORGAN EXCHANGE TRADED F46641Q1673,095,605$196.7M3.28%
14ISHARES TR4642877211,308,001$183.7M3.06%
15ISHARES TR4642885881,519,643$142.5M2.37%
16ISHARES TR46434V8033,883,488$140.9M2.35%
17ISHARES TR46429B6971,194,432$111.9M1.86%
18ISHARES TR46429B747946,182$97.9M1.63%
19ISHARES TR4642874321,036,343$94.3M1.57%
20ISHARES TR46432F339531,792$90.9M1.51%
21SELECT SECTOR SPDR TR81369Y6051,614,432$80.4M1.34%
22TRIMTABS ETF TR89628W4012,833,798$80.4M1.34%
23ISHARES TR4642886461,518,996$79.5M1.33%
24J P MORGAN EXCHANGE TRADED F46641Q1341,180,260$75.2M1.25%
25SPDR S&P 500 ETF TRSPY129,680$72.5M1.21%
26ISHARES GOLD TRIAU1,205,274$71.1M1.18%
27ISHARES TR4642888771,182,327$69.7M1.16%
28ISHARES TR464287101255,641$69.2M1.15%
29ISHARES TR464287804649,863$68.0M1.13%
30ISHARES TR464288885515,170$51.5M0.86%
31ISHARES INC46434G8891,100,736$51.5M0.86%
32PIMCO ETF TR72201R866934,395$48.2M0.80%
33ISHARES TR464287176412,277$45.8M0.76%
34INVESCO EXCHANGE TRADED FD TIVZ528,277$42.3M0.70%
35J P MORGAN EXCHANGE TRADED F46654Q724634,984$37.9M0.63%
36ISHARES TR464288661272,960$32.2M0.54%
37FIDELITY COVINGTON TRUST316092840591,064$29.3M0.49%
38ISHARES TR464288414273,423$28.8M0.48%
39ISHARES TR464288653268,736$27.9M0.46%
40PIMCO ETF TR72201R874433,325$21.7M0.36%
41ISHARES TR464287309223,034$20.7M0.34%
42VANGUARD BD INDEX FDS921937827249,161$19.5M0.32%
43ISHARES TR464288281155,450$14.1M0.23%
44AMAZON COM INCAMZN61,511$11.7M0.19%
45ISHARES TR46432F39656,095$11.3M0.19%
46VANGUARD INTL EQUITY INDEX F922042858214,976$9.7M0.16%
47APPLE INCAAPL43,013$9.6M0.16%
48ISHARES U S ETF TR46431W838156,232$7.8M0.13%
49ALPHABET INCGOOG50,247$7.8M0.13%
50VANGUARD INDEX FDS92290875134,866$7.7M0.13%
51MICROSOFT CORPMSFT20,098$7.5M0.13%
52SPDR SER TR78468R62264,714$6.2M0.10%
53BLACKROCK ETF TRUST IIBLK264,155$6.0M0.10%
54UNITEDHEALTH GROUP INCUNH10,771$5.6M0.09%
55MASTERCARD INCORPORATEDMA10,177$5.6M0.09%
56VANGUARD MUN BD FDS922907746112,095$5.6M0.09%
57JPMORGAN CHASE & COVYLD21,392$5.2M0.09%
58VANGUARD BD INDEX FDS92193783570,860$5.2M0.09%
59INVESCO EXCH TRADED FD TR IIIVZ69,065$5.2M0.09%
60ORACLE CORPORCL-PD33,744$4.7M0.08%
61ABBOTT LABSABLZF34,535$4.6M0.08%
62ZOETIS INCZTS27,176$4.5M0.07%
63VISA INCV12,483$4.4M0.07%
64ACCENTURE PLC IRELANDACN13,948$4.4M0.07%
65ISHARES TR46432F83461,194$4.3M0.07%
66ISHARES TR46434V274123,410$3.8M0.06%
67ISHARES TR46429B267157,571$3.6M0.06%
68ALPHABET INCGOOG22,395$3.5M0.06%
69PHILIP MORRIS INTL INC71817210921,207$3.4M0.06%
70MARSH & MCLENNAN COS INC57174810213,130$3.2M0.05%
71ELI LILLY & COLLY3,847$3.2M0.05%
72ISHARES TR46435G25066,304$3.1M0.05%
73TESLA INCTSLA12,012$3.1M0.05%
74ABBVIE INCABBV14,489$3.0M0.05%
75SHOPIFY INCSHOP30,797$2.9M0.05%
76STRYKER CORPORATIONSYK7,471$2.8M0.05%
77INTUITINTU4,215$2.6M0.04%
78ISHARES TR46428837245,148$2.5M0.04%
79HONEYWELL INTL INC43851610611,554$2.4M0.04%
80CENCORA INCCOR12,034$2.4M0.04%
81THERMO FISHER SCIENTIFIC INCTMO4,444$2.2M0.04%
82MSCI INCMSCI3,813$2.2M0.04%
83MCKESSON CORPMCK3,153$2.1M0.04%
84CORPAY INCCPAY6,060$2.1M0.04%
85ISHARES TR46428815819,963$2.1M0.04%
86SYSCO CORPSYY27,637$2.1M0.03%
87LPL FINL HLDGS INC50212V1006,331$2.1M0.03%
88AUTOZONE INCAZO536$2.0M0.03%
89AUTOMATIC DATA PROCESSING INADP6,655$2.0M0.03%
90ISHARES TR46435G10224,228$2.0M0.03%
91DIAMONDBACK ENERGY INCFANG12,448$2.0M0.03%
92UBER TECHNOLOGIES INCUBER27,155$2.0M0.03%
93ISHARES TR46435G21943,617$2.0M0.03%
94DISCOVER FINL SVCS25470910811,446$2.0M0.03%
95HOME DEPOT INCHD5,326$2.0M0.03%
96PPL CORPPPLC52,422$1.9M0.03%
97ADOBE INCADBE4,923$1.9M0.03%
98AIRBNB INCABNB15,697$1.9M0.03%
99AMERICAN EXPRESS COAXP6,942$1.9M0.03%
100CRH PLCCRH20,444$1.8M0.03%
101WELLS FARGO CO NEW94974610124,893$1.8M0.03%
102US FOODS HLDG CORPUSFD26,903$1.8M0.03%
103NETFLIX INCNFLX1,882$1.8M0.03%
104WORKDAY INCWDAY7,460$1.7M0.03%
105MORGAN STANLEYMS-PQ14,634$1.7M0.03%
106AON PLCAON4,228$1.7M0.03%
107FIDELITY NATL INFORMATION SV31620M10622,587$1.7M0.03%
108CONOCOPHILLIPSCOP15,922$1.7M0.03%
109SCHLUMBERGER LTDSLB39,658$1.7M0.03%
110NORFOLK SOUTHN CORP6558441086,797$1.6M0.03%
111BROADRIDGE FINL SOLUTIONS IN11133T1036,614$1.6M0.03%
112BLUE OWL CAPITAL INCOWL77,253$1.5M0.03%
113T-MOBILE US INCTMUSZ5,782$1.5M0.03%
114COCA COLA COKO21,351$1.5M0.03%
115HUNTINGTON BANCSHARES INCHBANP101,087$1.5M0.03%
116SERVICENOW INCNOW1,905$1.5M0.03%
117WASTE MGMT INC DEL94106L1096,515$1.5M0.03%
118KENVUE INCKVUE62,701$1.5M0.03%
119PEPSICO INCPEP9,931$1.5M0.02%
120KLA CORPKLAC2,131$1.4M0.02%
121TEXAS INSTRS INC8825081047,785$1.4M0.02%
122MICRON TECHNOLOGY INCMU15,691$1.4M0.02%
123GENERAL DYNAMICS CORPGD4,909$1.3M0.02%
124CENTERPOINT ENERGY INCCNP36,930$1.3M0.02%
125KEYSIGHT TECHNOLOGIES INCKEYS8,769$1.3M0.02%
126PROCTER AND GAMBLE CO7427181097,698$1.3M0.02%
127FIRSTENERGY CORPFE31,522$1.3M0.02%
128KINROSS GOLD CORPKGCRF100,845$1.3M0.02%
129COSTAR GROUP INCCSGP16,030$1.3M0.02%
130MARATHON PETE CORPMARA8,510$1.2M0.02%
131FLEX LTDFLEX37,233$1.2M0.02%
132VANGUARD SCOTTSDALE FDS92206C10220,170$1.2M0.02%
133JOHNSON & JOHNSONJNJ7,071$1.2M0.02%
134EQUIFAX INCEFX4,742$1.2M0.02%
135ASTRAZENECA PLCAZN15,261$1.1M0.02%
136FORTIVE CORPFTV14,661$1.1M0.02%
137GOLDMAN SACHS GROUP INCGSCE1,931$1.1M0.02%
138DISNEY WALT CO25468710610,652$1.1M0.02%
139ISHARES INC46434G76419,025$1.0M0.02%
140PAYCOM SOFTWARE INCPAYC4,662$1.0M0.02%
141EMERSON ELEC COEMR9,231$1.0M0.02%
142APPLIED MATLS INC0382221056,937$1.0M0.02%
143JACOBS SOLUTIONS INCJ8,160$986,4190.02%
144OMNICOM GROUP INCOMC11,666$967,2130.02%
145WABTEC9297401085,297$960,6650.02%
146UNITED RENTALS INCURI1,504$942,3410.02%
147SELECT SECTOR SPDR TR81369Y5069,919$926,9460.02%
148DELL TECHNOLOGIES INCDELL10,138$924,0900.02%
149LEIDOS HOLDINGS INCLDOS6,745$910,1500.02%
150CANADIAN NAT RES LTD13638510129,113$896,6880.01%
151SPDR SER TR78468R73918,803$895,0280.01%
152CENOVUS ENERGY INCCVE63,596$884,6230.01%
153GARTNER INCIT2,087$875,9970.01%
154CHUBB LIMITEDCB2,885$871,3570.01%
155ISHARES TR46428746510,607$866,9100.01%
156AUTONATION INCAN5,310$859,7950.01%
157NIKE INCNKE13,440$853,1830.01%
158SHERWIN WILLIAMS COSHW2,417$843,8270.01%
159GALLAGHER ARTHUR J & CO3635761092,423$836,6040.01%
160SCHWAB CHARLES CORPSCHW-PJ10,667$835,0150.01%
161INTERCONTINENTAL EXCHANGE INC45866F1044,832$833,4410.01%
162CASEYS GEN STORES INC1475281031,884$817,8510.01%
163TECK RESOURCES LTDTCKRF22,444$817,6400.01%
164ISHARES TR4642874999,610$817,5510.01%
165COPART INCCPRT14,394$814,5560.01%
166PERFORMANCE FOOD GROUP COPFGC9,949$782,2900.01%
167SMURFIT WESTROCK PLCSW17,157$773,0880.01%
168AMPHENOL CORP NEW03209510110,870$771,7900.01%
169MCDONALDS CORPMCD2,453$766,0950.01%
170NEXTERA ENERGY INCNEE-PW10,774$763,7770.01%
171VERISK ANALYTICS INCVRSK2,501$744,3200.01%
172COCA-COLA EUROPACIFIC PARTNECCEP8,513$740,8840.01%
173BOOKING HOLDINGS INCBKNG160$737,0360.01%
174LENNAR CORPLEN-B6,384$732,7330.01%
175HARTFORD INSURANCE GROUP INCHIG-PG5,842$722,8040.01%
176UNITED AIRLS HLDGS INCUNTCW10,432$720,3300.01%
177DEERE & CODE1,534$719,7750.01%
178MICROCHIP TECHNOLOGY INC.MCHPP14,613$707,4110.01%
179DELTA AIR LINES INC DELDAL16,770$704,4190.01%
180TELEDYNE TECHNOLOGIES INCTDY1,393$693,1130.01%
181APOLLO GLOBAL MGMT INC03769M1065,055$692,2300.01%
182HOLOGIC INCHOLX11,048$682,4350.01%
183ARCH CAP GROUP LTDG0450A1057,021$675,2330.01%
184ICON PLCICLR3,764$658,6290.01%
185MASCO CORPMAS9,313$647,6010.01%
186CLEAN HARBORS INCCLH3,215$633,6770.01%
187BUILDERS FIRSTSOURCE INCBLDR4,834$603,9600.01%
188WILLSCOT MOBIL MINI HLDNG COWSC21,341$593,2860.01%
189APPLOVIN CORPAPP2,702,694$593,2680.01%
190AVANTOR INCAVTR35,654$577,9530.01%
191TRIMBLE INCTRMB8,464$555,6620.01%
192ROBERT HALF INC.RHI9,799$534,5260.01%
193HOULIHAN LOKEY INCHLI3,293$531,7400.01%
194CADENCE DESIGN SYSTEM INCCDNS2,072$526,9720.01%
195ALLEGION PLCALLE4,030$525,7550.01%
196HEWLETT PACKARD ENTERPRISE CHPE-PC33,907$523,1910.01%
197API GROUP CORPAPG14,474$517,5900.01%
198KBR INCKBR10,299$513,0070.01%
199EXPEDIA GROUP INCEXPE2,956$496,8640.01%
200ISHARES TR4642876552,449$488,6000.01%
201REGAL REXNORD CORPORATIONRRX4,265$485,5630.01%
202EQT CORPEQT9,030$482,4770.01%
203CHEWY INCCHWY14,521$472,0780.01%
204CROWN HLDGS INCCCK5,072$452,7100.01%
205NICE LTDNCSYF2,901$447,2240.01%
206CAE INCCAE18,002$442,6690.01%
207ALEXANDRIA REAL ESTATE EQ IN0152711094,782$442,4130.01%
208FIRST TR EXCH TRADED FD III33739P3019,034$431,8750.01%
209NXP SEMICONDUCTORS N VNXPI2,155$409,6510.01%
210ARGENX SEARGX691$408,9790.01%
211US BANCORP DELUSB-PS9,304$392,8120.01%
212LIVE NATION ENTERTAINMENT INLYV2,738$357,5280.01%
213EASTMAN CHEM COEMN4,028$354,8760.01%
214BAKER HUGHES COMPANYBKR7,991$351,2170.01%
215MARVELL TECHNOLOGY INCMRVL5,676$349,4420.01%
216RESIDEO TECHNOLOGIES INCREZI19,587$346,6900.01%
217ISHARES TR4642873418,079$339,8880.01%
218DYNATRACE INCDT6,998$329,9560.01%
219ROSS STORES INCROST2,568$328,2230.01%
220PIMCO ETF TR72201R7753,519$325,4410.01%
221ATS CORPORATIONATS12,934$322,4400.01%
222DTE ENERGY CODTK3,528$318,7420.01%
223VERTIV HOLDINGS COVRT4,356$314,4880.01%
224MEDTRONIC PLCMDT3,487$313,3400.01%
225PIMCO ETF TR72201R58511,527$303,7350.01%
226NRG ENERGY INCNRG3,069$292,9600.00%
227FIDELITY COVINGTON TRUST3160927824,868$290,1050.00%
228RAYMOND JAMES FINL INC7547301092,017$280,1480.00%
229INTERNATIONAL PAPER CO4601461035,223$278,6480.00%
230FERGUSON ENTERPRISES INCFERG1,723$276,1340.00%
231PNC FINL SVCS GROUP INC6934751051,580$271,5990.00%
232SELECT SECTOR SPDR TR81369Y2095,430$270,4680.00%
233NNN REIT INCNNN6,289$268,2070.00%
234VISTRA CORPVST2,266$266,1490.00%
235STERIS PLCSTE1,172$265,7310.00%
236FIFTH THIRD BANCORPFITBM6,748$264,5140.00%
237RUBRIK INC.RBRK4,324$263,6780.00%
238SBA COMMUNICATIONS CORP NEWSBAC1,177$258,9840.00%
239NVIDIA CORPORATIONNVDA2,272$246,2880.00%
240ASHLAND INCASH4,129$244,8140.00%
241DRAFTKINGS INC NEWDKNG7,281$241,8020.00%
242COTY INCCOTY43,872$239,9800.00%
243MOHAWK INDS INC6081901042,091$238,7500.00%
244PTC INCPTC1,525$236,2990.00%
245IDEXX LABS INC45168D104558$234,4120.00%
246HEICO CORP NEWHEI-A781$208,6750.00%
247EVEREST GROUP LTDEG564$204,8000.00%
248MATTHEWS ASIA FDS5771258185,598,210$50,3840.00%