Portfolio von Dynasty Wealth Management, LLC
295 gemeldete Positionen · zum 31.03.2026
Originalmeldung · Zehn größte Positionen: 54.5 % des Aktienteils
Aufteilung nach Branche
- Fonds 19,7 %
- Technologie 1,2 %
- Finanzen 0,6 %
- Kommunikation 0,4 %
- Industrie 0,4 %
- Gesundheit 0,3 %
- Zyklischer Konsum 0,3 %
- Basiskonsum 0,2 %
- Energie 0,1 %
- Versorger 0,1 %
- Rohstoffe 0,1 %
- Nicht zugeordnet 76,7 %
Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.
Aufteilung nach Währung
- USD 100,0 %
Die gemeldete Notierungswährung jeder Position.
Länderaufteilung
- US 99,7 %
- GB 0,1 %
- NL 0,1 %
- ES 0,0 %
- JP 0,0 %
- AU 0,0 %
- BE 0,0 %
- LU 0,0 %
- IT 0,0 %
- HK 0,0 %
- IL 0,0 %
- TW 0,0 %
Anteile berechnet auf den Aktienteil.
| Rang | Land | Positionen | Wert | Anteil |
|---|---|---|---|---|
| 1 | US | 260 | 9,8 Mrd. $ | 99,71 % |
| 2 | GB | 12 | 9,8 Mio. $ | 0,10 % |
| 3 | NL | 5 | 5,9 Mio. $ | 0,06 % |
| 4 | ES | 3 | 3,4 Mio. $ | 0,03 % |
| 5 | JP | 5 | 2 Mio. $ | 0,02 % |
| 6 | AU | 2 | 1,7 Mio. $ | 0,02 % |
| 7 | BE | 1 | 1,6 Mio. $ | 0,02 % |
| 8 | LU | 2 | 1,5 Mio. $ | 0,02 % |
| 9 | IT | 1 | 1,4 Mio. $ | 0,01 % |
| 10 | HK | 1 | 459.514 $ | 0,00 % |
| 11 | IL | 1 | 323.944 $ | 0,00 % |
| 12 | TW | 1 | 253.044 $ | 0,00 % |
Positionen
| Rang | Gesellschaft | Stücke | Wert | Gewicht |
|---|---|---|---|---|
| 201 | NextEra Energy Inc | 5.650 | 524.786 $ | |
| 202 | Argenx SE | 669 | 488.537 $ | |
| 203 | iShares Trust | 10.476 | 487.322 $ | |
| 204 | Live Nation Entertainment Inc | 3.166 | 482.847 $ | |
| 205 | Burlington Stores Inc | 1.475 | 479.936 $ | |
| 206 | Costco Wholesale Corp | 480 | 478.526 $ | |
| 207 | Coinbase Global Inc | 2.731 | 476.860 $ | |
| 208 | Toyota Motor Corp | 2.303 | 474.602 $ | |
| 209 | Vertex Pharmaceuticals Inc | 1.049 | 468.420 $ | |
| 210 | Crowdstrike Holdings Inc | 1.197 | 467.321 $ | |
| 211 | Futu Holdings Ltd | 3.360 | 459.514 $ | |
| 212 | Adobe Inc | 1.826 | 443.864 $ | |
| 213 | XPO Inc | 2.274 | 442.407 $ | |
| 214 | Colgate-Palmolive Co | 5.169 | 440.541 $ | |
| 215 | Houlihan Lokey Inc | 3.031 | 435.358 $ | |
| 216 | Cava Group Inc | 5.368 | 434.271 $ | |
| 217 | IQVIA Holdings Inc | 2.508 | 427.714 $ | |
| 218 | 10X Genomics Inc | 19.919 | 422.880 $ | |
| 219 | Apollo Global Management Inc | 3.763 | 419.317 $ | |
| 220 | UnitedHealth Group Inc | 1.541 | 416.993 $ | |
| 221 | Alnylam Pharmaceuticals Inc | 1.234 | 408.294 $ | |
| 222 | Quanta Services Inc | 727 | 399.323 $ | |
| 223 | Sherwin-Williams Co/The | 1.242 | 397.976 $ | |
| 224 | Rio Tinto PLC | 4.245 | 396.016 $ | |
| 225 | Steel Dynamics Inc | 2.144 | 385.965 $ | |
| 226 | Unity Software Inc | 17.477 | 383.445 $ | |
| 227 | Datadog Inc | 3.248 | 383.426 $ | |
| 228 | QUALCOMM Inc | 2.971 | 382.644 $ | |
| 229 | Texas Pacific Land Corp | 802 | 380.597 $ | |
| 230 | Dutch Bros Inc | 7.262 | 367.893 $ | |
| 231 | Grifols SA | 45.661 | 366.199 $ | |
| 232 | Unilever PLC | 6.393 | 364.209 $ | |
| 233 | National Grid PLC | 4.302 | 363.952 $ | |
| 234 | Targa Resources Corp | 1.436 | 359.933 $ | |
| 235 | Walmart Inc | 2.881 | 357.996 $ | |
| 236 | 3M Co | 2.450 | 355.877 $ | |
| 237 | Trade Desk Inc/The | 15.669 | 355.530 $ | |
| 238 | ROBLOX Corp | 6.152 | 347.957 $ | |
| 239 | BlackRock ETF Trust II | 6.702 | 347.398 $ | |
| 240 | MKS Inc | 1.510 | 346.973 $ | |
| 241 | Sumitomo Mitsui Financial Group Inc | 17.478 | 345.193 $ | |
| 242 | Vodafone Group PLC | 22.807 | 342.554 $ | |
| 243 | Rubrik Inc | 6.871 | 336.473 $ | |
| 244 | Vanguard Small-Cap ETF | 1.272 | 333.077 $ | |
| 245 | Everpure Inc | 5.581 | 329.502 $ | |
| 246 | Nice Ltd | 2.938 | 323.944 $ | |
| 247 | NatWest Group PLC | 21.166 | 315.374 $ | |
| 248 | Tenet Healthcare Corp | 1.660 | 313.259 $ | |
| 249 | iShares Trust | 2.088 | 308.064 $ | |
| 250 | Sunbelt Rentals Holdings Inc | 4.712 | 306.704 $ | |
| 251 | Snowflake Inc | 2.019 | 304.506 $ | |
| 252 | Nomura Holdings Inc | 38.510 | 303.841 $ | |
| 253 | Sarepta Therapeutics Inc | 13.805 | 300.397 $ | |
| 254 | Koninklijke Philips NV | 10.895 | 298.520 $ | |
| 255 | Monster Beverage Corp | 4.096 | 296.796 $ | |
| 256 | Prudential PLC | 10.374 | 294.933 $ | |
| 257 | RTX Corp | 1.511 | 291.487 $ | |
| 258 | Berkshire Hathaway Inc | 608 | 291.354 $ | |
| 259 | Fastenal Co | 6.122 | 284.038 $ | |
| 260 | TopBuild Corp | 807 | 283.499 $ | |
| 261 | Union Pacific Corp | 1.161 | 281.783 $ | |
| 262 | Blackstone Inc | 2.380 | 273.652 $ | |
| 263 | Freeport-McMoRan Inc | 4.585 | 269.518 $ | |
| 264 | Carvana Co | 4.285 | 269.424 $ | |
| 265 | Twilio Inc | 2.097 | 263.845 $ | |
| 266 | Exxon Mobil Corp | 1.505 | 255.403 $ | |
| 267 | Palo Alto Networks Inc | 1.581 | 253.466 $ | |
| 268 | Taiwan Semiconductor Manufacturing Co Ltd | 749 | 253.044 $ | |
| 269 | iShares Global Infrastructure ETF | 3.741 | 250.637 $ | |
| 270 | Caterpillar Inc | 353 | 249.782 $ | |
| 271 | SoFi Technologies Inc | 15.575 | 247.331 $ | |
| 272 | Gartner Inc | 1.534 | 242.894 $ | |
| 273 | iShares MSCI Global Gold Miners ETF | 3.072 | 242.627 $ | |
| 274 | Reddit Inc | 1.788 | 240.754 $ | |
| 275 | Insmed Inc | 1.422 | 232.525 $ | |
| 276 | Roper Technologies Inc | 651 | 230.260 $ | |
| 277 | Lumentum Holdings Inc | 325 | 228.397 $ | |
| 278 | Toast Inc | 8.423 | 223.294 $ | |
| 279 | Boeing Co/The | 1.118 | 222.516 $ | |
| 280 | Doximity Inc | 9.504 | 221.443 $ | |
| 281 | Lockheed Martin Corp | 365 | 220.428 $ | |
| 282 | PepsiCo Inc | 1.390 | 215.874 $ | |
| 283 | Sony Group Corp | 10.222 | 211.593 $ | |
| 284 | STMicroelectronics NV | 6.020 | 207.989 $ | |
| 285 | Regan Floating Rate MBS ETF | 8.000 | 204.080 $ | |
| 286 | ResMed Inc | 907 | 203.612 $ | |
| 287 | Salesforce Inc | 1.091 | 203.580 $ | |
| 288 | Astera Labs Inc | 1.857 | 203.527 $ | |
| 289 | Smith & Nephew PLC | 6.335 | 201.331 $ | |
| 290 | Mizuho Financial Group Inc | 25.349 | 201.271 $ | |
| 291 | Rocket Lab Corp | 3.127 | 200.816 $ | |
| 292 | Takeda Pharmaceutical Co Ltd | 10.533 | 195.067 $ | |
| 293 | Lyft Inc | 13.079 | 173.951 $ | |
| 294 | Aegon Ltd | 20.846 | 151.343 $ | |
| 295 | UWM Holdings Corp | 22.458 | 81.300 $ |