Dynamic Wealth Strategies
Latest statistics and disclosures from Dynamic Wealth Strategies's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001812853
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Positions held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Dynamic Wealth Strategies
Dynamic Wealth Strategies holds 246 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 9.7 | $11M | 69k | 162.86 |
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Ishares Tr Msci Eafe Etf (EFA) | 7.2 | $8.5M | 106k | 79.86 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $8.1M | 111k | 72.63 |
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 6.6 | $7.8M | 128k | 60.42 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 6.5 | $7.6M | 81k | 94.66 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.0 | $7.1M | 121k | 58.55 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 5.1 | $6.0M | 69k | 86.19 |
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Spdr Ser Tr Portfolio Short (SPSB) | 4.7 | $5.5M | 185k | 29.77 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.6 | $4.2M | 58k | 73.15 |
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Ishares Msci Emrg Chn (EMXC) | 2.9 | $3.4M | 58k | 57.56 |
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Ishares Tr Eafe Value Etf (EFV) | 2.4 | $2.8M | 51k | 54.41 |
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.3 | $2.7M | 26k | 103.81 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.1 | $2.5M | 54k | 45.61 |
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Ishares Tr Us Sml Cap Eqt (SMLF) | 2.1 | $2.5M | 39k | 63.59 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 1.9 | $2.2M | 24k | 89.66 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $1.9M | 46k | 41.77 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.6 | $1.9M | 58k | 32.70 |
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Ishares Tr Pfd And Incm Sec (PFF) | 1.4 | $1.7M | 53k | 32.22 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.4 | $1.6M | 33k | 49.21 |
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Global X Fds Global X Copper (COPX) | 0.9 | $997k | 24k | 42.43 |
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Ishares Msci Jpn Etf New (EWJ) | 0.8 | $970k | 14k | 71.32 |
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Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $966k | 20k | 47.47 |
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $954k | 38k | 24.88 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $903k | 29k | 31.63 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $791k | 7.6k | 104.69 |
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Microsoft Corporation (MSFT) | 0.6 | $663k | 1.6k | 420.95 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $638k | 4.2k | 151.04 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $636k | 4.3k | 147.70 |
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Vanguard Index Fds Growth Etf (VUG) | 0.5 | $617k | 1.8k | 343.92 |
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Select Sector Spdr Tr Energy (XLE) | 0.5 | $603k | 6.4k | 94.48 |
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Select Sector Spdr Tr Communication (XLC) | 0.5 | $550k | 6.7k | 81.61 |
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Apple (AAPL) | 0.4 | $495k | 2.9k | 171.46 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $488k | 6.1k | 80.49 |
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Amazon (AMZN) | 0.4 | $470k | 2.6k | 180.35 |
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Costco Wholesale Corporation (COST) | 0.4 | $437k | 596.00 | 733.22 |
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salesforce (CRM) | 0.3 | $397k | 1.3k | 300.99 |
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Thermo Fisher Scientific (TMO) | 0.3 | $384k | 661.00 | 580.94 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $381k | 1.9k | 200.42 |
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Travelers Companies (TRV) | 0.3 | $348k | 1.5k | 230.31 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $333k | 1.8k | 183.88 |
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Servicenow (NOW) | 0.3 | $327k | 429.00 | 762.24 |
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Chevron Corporation (CVX) | 0.3 | $323k | 2.0k | 157.79 |
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Honeywell International (HON) | 0.3 | $316k | 1.5k | 205.19 |
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Meta Platforms Cl A (META) | 0.3 | $309k | 637.00 | 485.09 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $292k | 578.00 | 505.19 |
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Lam Research Corporation (LRCX) | 0.2 | $285k | 293.00 | 972.70 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $284k | 2.1k | 132.15 |
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Exxon Mobil Corporation (XOM) | 0.2 | $273k | 2.4k | 116.17 |
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Capital One Financial (COF) | 0.2 | $265k | 1.8k | 148.79 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $263k | 1.3k | 205.63 |
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AFLAC Incorporated (AFL) | 0.2 | $253k | 2.9k | 86.03 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $250k | 2.3k | 107.71 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $246k | 5.8k | 42.08 |
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Analog Devices (ADI) | 0.2 | $243k | 1.2k | 197.56 |
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Lockheed Martin Corporation (LMT) | 0.2 | $229k | 504.00 | 454.37 |
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Visa Com Cl A (V) | 0.2 | $222k | 794.00 | 279.60 |
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Wal-Mart Stores (WMT) | 0.2 | $217k | 3.6k | 60.23 |
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NVIDIA Corporation (NVDA) | 0.2 | $207k | 229.00 | 903.93 |
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Air Products & Chemicals (APD) | 0.2 | $206k | 851.00 | 242.07 |
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Kla Corp Com New (KLAC) | 0.2 | $206k | 295.00 | 698.31 |
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Medtronic SHS (MDT) | 0.2 | $203k | 2.3k | 87.05 |
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Home Depot (HD) | 0.2 | $198k | 516.00 | 383.72 |
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BorgWarner (BWA) | 0.2 | $197k | 5.7k | 34.68 |
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CVS Caremark Corporation (CVS) | 0.2 | $196k | 2.5k | 79.90 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $194k | 2.8k | 70.06 |
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Cme (CME) | 0.2 | $187k | 870.00 | 214.94 |
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Domino's Pizza (DPZ) | 0.2 | $186k | 374.00 | 497.33 |
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Gilead Sciences (GILD) | 0.2 | $185k | 2.5k | 73.38 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $179k | 2.1k | 86.43 |
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AvalonBay Communities (AVB) | 0.1 | $173k | 930.00 | 186.02 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $172k | 3.0k | 58.23 |
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Texas Instruments Incorporated (TXN) | 0.1 | $170k | 978.00 | 173.82 |
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Verizon Communications (VZ) | 0.1 | $167k | 4.0k | 41.85 |
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Jacobs Engineering Group (J) | 0.1 | $165k | 1.1k | 153.63 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $164k | 390.00 | 420.51 |
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Ishares Tr Residential Mult (REZ) | 0.1 | $163k | 2.3k | 72.00 |
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Omni (OMC) | 0.1 | $161k | 1.7k | 96.70 |
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Johnson & Johnson (JNJ) | 0.1 | $158k | 998.00 | 158.32 |
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Cisco Systems (CSCO) | 0.1 | $157k | 3.1k | 49.89 |
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Pfizer (PFE) | 0.1 | $156k | 5.6k | 27.71 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $153k | 2.3k | 65.81 |
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Advanced Micro Devices (AMD) | 0.1 | $147k | 816.00 | 180.15 |
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Charles Schwab Corporation (SCHW) | 0.1 | $146k | 2.0k | 72.31 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $144k | 684.00 | 210.53 |
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Ishares Esg Awr Msci Em (ESGE) | 0.1 | $143k | 4.4k | 32.19 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $141k | 646.00 | 218.27 |
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Dominion Resources (D) | 0.1 | $136k | 2.8k | 49.08 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $132k | 1.4k | 95.03 |
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Eli Lilly & Co. (LLY) | 0.1 | $131k | 168.00 | 779.76 |
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Nike CL B (NKE) | 0.1 | $131k | 1.4k | 93.84 |
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Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $122k | 3.1k | 38.97 |
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PPL Corporation (PPL) | 0.1 | $117k | 4.3k | 27.44 |
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Jack Henry & Associates (JKHY) | 0.1 | $115k | 663.00 | 173.45 |
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Autodesk (ADSK) | 0.1 | $106k | 407.00 | 260.44 |
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Abbott Laboratories (ABT) | 0.1 | $106k | 935.00 | 113.37 |
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Verisign (VRSN) | 0.1 | $105k | 552.00 | 190.22 |
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Procter & Gamble Company (PG) | 0.1 | $105k | 648.00 | 162.04 |
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BlackRock (BLK) | 0.1 | $103k | 124.00 | 830.65 |
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C H Robinson Worldwide Com New (CHRW) | 0.1 | $103k | 1.4k | 76.13 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $101k | 2.3k | 43.37 |
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Fortinet (FTNT) | 0.1 | $101k | 1.5k | 68.47 |
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Public Storage (PSA) | 0.1 | $99k | 341.00 | 290.32 |
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Illinois Tool Works (ITW) | 0.1 | $92k | 344.00 | 267.44 |
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Synopsys (SNPS) | 0.1 | $90k | 157.00 | 573.25 |
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Walt Disney Company (DIS) | 0.1 | $90k | 732.00 | 122.95 |
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UnitedHealth (UNH) | 0.1 | $83k | 168.00 | 494.05 |
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McDonald's Corporation (MCD) | 0.1 | $82k | 292.00 | 280.82 |
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Tesla Motors (TSLA) | 0.1 | $79k | 451.00 | 175.17 |
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Constellation Energy (CEG) | 0.1 | $77k | 416.00 | 185.10 |
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Phillips 66 (PSX) | 0.1 | $76k | 463.00 | 164.15 |
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Emerson Electric (EMR) | 0.1 | $71k | 628.00 | 113.06 |
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Cooper Cos (COO) | 0.1 | $70k | 688.00 | 101.74 |
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Vanguard World Materials Etf (VAW) | 0.1 | $67k | 326.00 | 205.52 |
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Raytheon Technologies Corp (RTX) | 0.1 | $67k | 690.00 | 97.10 |
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Starbucks Corporation (SBUX) | 0.1 | $62k | 682.00 | 90.91 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $62k | 119.00 | 521.01 |
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Lennar Corp Cl A (LEN) | 0.1 | $59k | 345.00 | 171.01 |
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Johnson Ctls Intl SHS (JCI) | 0.1 | $59k | 897.00 | 65.77 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $58k | 950.00 | 61.05 |
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Dollar General (DG) | 0.0 | $56k | 358.00 | 156.42 |
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Coca-Cola Company (KO) | 0.0 | $54k | 881.00 | 61.29 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $52k | 107.00 | 485.98 |
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Arista Networks (ANET) | 0.0 | $52k | 181.00 | 287.29 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $51k | 286.00 | 178.32 |
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TJX Companies (TJX) | 0.0 | $51k | 501.00 | 101.80 |
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United Parcel Service CL B (UPS) | 0.0 | $51k | 343.00 | 148.69 |
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General Mills (GIS) | 0.0 | $51k | 726.00 | 70.25 |
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First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $49k | 318.00 | 154.09 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $48k | 521.00 | 92.13 |
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Principal Financial (PFG) | 0.0 | $46k | 528.00 | 87.12 |
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Abbvie (ABBV) | 0.0 | $41k | 226.00 | 181.42 |
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Exelon Corporation (EXC) | 0.0 | $40k | 1.1k | 37.52 |
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Eaton Corp SHS (ETN) | 0.0 | $37k | 118.00 | 313.56 |
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General Electric Com New (GE) | 0.0 | $37k | 208.00 | 177.88 |
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Boeing Company (BA) | 0.0 | $36k | 186.00 | 193.55 |
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Pepsi (PEP) | 0.0 | $36k | 203.00 | 177.34 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $35k | 979.00 | 35.75 |
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Waste Management (WM) | 0.0 | $35k | 166.00 | 210.84 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $35k | 67.00 | 522.39 |
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Ventas (VTR) | 0.0 | $35k | 812.00 | 43.10 |
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Kroger (KR) | 0.0 | $32k | 559.00 | 57.25 |
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Altria (MO) | 0.0 | $32k | 741.00 | 43.18 |
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Bristol Myers Squibb (BMY) | 0.0 | $32k | 590.00 | 54.24 |
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Discover Financial Services (DFS) | 0.0 | $29k | 221.00 | 131.22 |
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Amgen (AMGN) | 0.0 | $28k | 100.00 | 280.00 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $28k | 670.00 | 41.79 |
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Royal Caribbean Cruises (RCL) | 0.0 | $27k | 193.00 | 139.90 |
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Union Pacific Corporation (UNP) | 0.0 | $26k | 107.00 | 242.99 |
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State Street Corporation (STT) | 0.0 | $26k | 340.00 | 76.47 |
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Roivant Sciences SHS (ROIV) | 0.0 | $25k | 2.4k | 10.42 |
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Steris Shs Usd (STE) | 0.0 | $25k | 110.00 | 227.27 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $24k | 116.00 | 206.90 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $24k | 60.00 | 400.00 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $24k | 1.7k | 13.87 |
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At&t (T) | 0.0 | $24k | 1.4k | 17.57 |
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Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $23k | 802.00 | 28.68 |
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Bank of America Corporation (BAC) | 0.0 | $23k | 600.00 | 38.33 |
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Arcturus Therapeutics Hldg I (ARCT) | 0.0 | $22k | 650.00 | 33.85 |
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Realty Income (O) | 0.0 | $22k | 411.00 | 53.53 |
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Garmin SHS (GRMN) | 0.0 | $22k | 150.00 | 146.67 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $21k | 272.00 | 77.21 |
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Sherwin-Williams Company (SHW) | 0.0 | $20k | 57.00 | 350.88 |
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American Electric Power Company (AEP) | 0.0 | $20k | 227.00 | 88.11 |
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Fifth Third Ban (FITB) | 0.0 | $19k | 505.00 | 37.62 |
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Corning Incorporated (GLW) | 0.0 | $19k | 578.00 | 32.87 |
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Intel Corporation (INTC) | 0.0 | $19k | 420.00 | 45.24 |
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Workday Cl A (WDAY) | 0.0 | $18k | 65.00 | 276.92 |
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Digital Realty Trust (DLR) | 0.0 | $18k | 126.00 | 142.86 |
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Global X Fds Lithium Btry Etf (LIT) | 0.0 | $18k | 405.00 | 44.44 |
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Uniti Group Inc Com reit (UNIT) | 0.0 | $18k | 3.0k | 5.91 |
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Equity Residential Sh Ben Int (EQR) | 0.0 | $17k | 266.00 | 63.91 |
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Kimco Realty Corporation (KIM) | 0.0 | $17k | 869.00 | 19.56 |
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Arbutus Biopharma (ABUS) | 0.0 | $16k | 6.3k | 2.54 |
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Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $16k | 563.00 | 28.42 |
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Cigna Corp (CI) | 0.0 | $16k | 44.00 | 363.64 |
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Regency Centers Corporation (REG) | 0.0 | $16k | 262.00 | 61.07 |
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Cohen & Steers (CNS) | 0.0 | $15k | 190.00 | 78.95 |
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Amphenol Corp Cl A (APH) | 0.0 | $15k | 132.00 | 113.64 |
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Extra Space Storage (EXR) | 0.0 | $15k | 99.00 | 151.52 |
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American Tower Reit (AMT) | 0.0 | $15k | 77.00 | 194.81 |
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Prologis (PLD) | 0.0 | $15k | 119.00 | 126.05 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $15k | 598.00 | 25.08 |
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General Motors Company (GM) | 0.0 | $15k | 332.00 | 45.18 |
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Peak (DOC) | 0.0 | $14k | 766.00 | 18.28 |
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Americold Rlty Tr (COLD) | 0.0 | $14k | 568.00 | 24.65 |
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Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $14k | 133.00 | 105.26 |
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Essex Property Trust (ESS) | 0.0 | $14k | 56.00 | 250.00 |
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Invitation Homes (INVH) | 0.0 | $14k | 381.00 | 36.75 |
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3M Company (MMM) | 0.0 | $14k | 129.00 | 108.53 |
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Apartment Income Reit Corp (AIRC) | 0.0 | $14k | 418.00 | 33.49 |
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Ford Motor Company (F) | 0.0 | $13k | 1.0k | 12.86 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 32.00 | 406.25 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $13k | 100.00 | 130.00 |
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ConocoPhillips (COP) | 0.0 | $13k | 99.00 | 131.31 |
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Boston Properties (BXP) | 0.0 | $13k | 199.00 | 65.33 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $12k | 53.00 | 226.42 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $12k | 239.00 | 50.21 |
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Dupont De Nemours (DD) | 0.0 | $11k | 142.00 | 77.46 |
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Natera (NTRA) | 0.0 | $11k | 125.00 | 88.00 |
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Broadcom (AVGO) | 0.0 | $11k | 8.00 | 1375.00 |
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Exelixis (EXEL) | 0.0 | $10k | 422.00 | 23.70 |
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Cardinal Health (CAH) | 0.0 | $10k | 93.00 | 107.53 |
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Exchange Traded Concepts Tru Robo Glb Artif (THNQ) | 0.0 | $10k | 234.00 | 42.73 |
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Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $9.0k | 278.00 | 32.37 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $9.0k | 27.00 | 333.33 |
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Cushman Wakefield SHS (CWK) | 0.0 | $8.0k | 718.00 | 11.14 |
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Phinia Common Stock (PHIN) | 0.0 | $8.0k | 202.00 | 39.60 |
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EXACT Sciences Corporation (EXAS) | 0.0 | $8.0k | 112.00 | 71.43 |
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Merck & Co (MRK) | 0.0 | $8.0k | 64.00 | 125.00 |
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Illumina (ILMN) | 0.0 | $8.0k | 58.00 | 137.93 |
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CoStar (CSGP) | 0.0 | $8.0k | 83.00 | 96.39 |
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Dow (DOW) | 0.0 | $8.0k | 142.00 | 56.34 |
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Corteva (CTVA) | 0.0 | $8.0k | 142.00 | 56.34 |
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Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $8.0k | 546.00 | 14.65 |
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Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $7.0k | 808.00 | 8.66 |
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Incyte Corporation (INCY) | 0.0 | $7.0k | 117.00 | 59.83 |
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Equinix (EQIX) | 0.0 | $7.0k | 8.00 | 875.00 |
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Biogen Idec (BIIB) | 0.0 | $7.0k | 33.00 | 212.12 |
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Ishares Tr Ishares Biotech (IBB) | 0.0 | $7.0k | 49.00 | 142.86 |
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Ida (IDA) | 0.0 | $7.0k | 75.00 | 93.33 |
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Pacific Biosciences of California (PACB) | 0.0 | $6.0k | 1.7k | 3.58 |
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Carrier Global Corporation (CARR) | 0.0 | $6.0k | 97.00 | 61.86 |
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Ligand Pharmaceuticals Com New (LGND) | 0.0 | $6.0k | 84.00 | 71.43 |
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Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $6.0k | 56.00 | 107.14 |
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Kellogg Company (K) | 0.0 | $6.0k | 100.00 | 60.00 |
|
|
Rayonier (RYN) | 0.0 | $6.0k | 191.00 | 31.41 |
|
|
Myriad Genetics (MYGN) | 0.0 | $6.0k | 276.00 | 21.74 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.0k | 300.00 | 16.67 |
|
|
Cytokinetics Com New (CYTK) | 0.0 | $5.0k | 68.00 | 73.53 |
|
|
Moderna (MRNA) | 0.0 | $4.0k | 40.00 | 100.00 |
|
|
Regenxbio Inc equity us cm (RGNX) | 0.0 | $4.0k | 191.00 | 20.94 |
|
|
Ionis Pharmaceuticals (IONS) | 0.0 | $3.0k | 80.00 | 37.50 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $3.0k | 26.00 | 115.38 |
|
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.0k | 330.00 | 9.09 |
|
|
Omniab (OABI) | 0.0 | $2.0k | 411.00 | 4.87 |
|
|
ACADIA Pharmaceuticals (ACAD) | 0.0 | $2.0k | 131.00 | 15.27 |
|
|
Exchange Traded Concepts Tru Jakota K Pop And (KPOP) | 0.0 | $2.0k | 100.00 | 20.00 |
|
|
Fortrea Hldgs Common Stock (FTRE) | 0.0 | $2.0k | 40.00 | 50.00 |
|
|
Guardant Health (GH) | 0.0 | $2.0k | 119.00 | 16.81 |
|
|
Codex Dna (TBIO) | 0.0 | $1.0k | 2.5k | 0.40 |
|
|
Wabtec Corporation (WAB) | 0.0 | $1.0k | 8.00 | 125.00 |
|
|
Beyond Meat (BYND) | 0.0 | $999.997800 | 73.00 | 13.70 |
|
|
Novavax Com New (NVAX) | 0.0 | $999.996000 | 120.00 | 8.33 |
|
|
Singular Genomics Systems In (OMIC) | 0.0 | $999.940000 | 1.7k | 0.59 |
|
|
Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $0 | 0 | 0.00 |
|
|
Wk Kellogg Com Shs (KLG) | 0.0 | $0 | 25.00 | 0.00 |
|
Past Filings by Dynamic Wealth Strategies
SEC 13F filings are viewable for Dynamic Wealth Strategies going back to 2024
- Dynamic Wealth Strategies 2024 Q1 filed May 15, 2024