Dynamic Wealth Strategies
Latest statistics and disclosures from Dynamic Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, EFA, BND, IEF, SPHQ, and represent 37.35% of Dynamic Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: IEF, VGIT, BND, PFF, AVGO, EFV, IRT, VCIT, NVDA, COPX.
- Started 3 new stock positions in IRT, SUI, AMTM.
- Reduced shares in these 10 stocks: SPHQ, VTV, COST, AFL, PWZ, IGM, HON, ADBE, GDX, GOOGL.
- Sold out of its positions in AEP, TBIO, GLW, DFS, FITB, F, GM, IVT, SHW, UNP. KLG, ETN, GRMN.
- Dynamic Wealth Strategies was a net seller of stock by $-160k.
- Dynamic Wealth Strategies has $123M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0001812853
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Portfolio Holdings for Dynamic Wealth Strategies
Dynamic Wealth Strategies holds 234 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 9.6 | $12M | 67k | 174.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.5 | $9.2M | 110k | 83.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $8.5M | 113k | 75.11 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 6.8 | $8.3M | +6% | 85k | 98.12 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 6.6 | $8.1M | -3% | 120k | 67.27 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.1 | $7.4M | +3% | 123k | 60.42 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 5.1 | $6.3M | 65k | 95.94 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 3.9 | $4.8M | 160k | 30.28 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.7 | $4.5M | 54k | 82.94 |
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| Ishares Msci Emrg Chn (EMXC) | 2.9 | $3.6M | 58k | 61.11 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $3.0M | 53k | 57.53 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 2.2 | $2.7M | 81k | 33.71 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.2 | $2.7M | 24k | 112.94 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.0 | $2.5M | 53k | 47.21 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 2.0 | $2.5M | 38k | 66.35 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.8 | $2.2M | 24k | 93.58 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.7 | $2.1M | 43k | 47.85 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.5 | $1.8M | +4% | 55k | 33.24 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $1.6M | -2% | 31k | 50.29 |
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| Global X Fds Global X Copper (COPX) | 0.9 | $1.1M | +3% | 24k | 47.29 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.8 | $1.0M | 15k | 71.51 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $993k | +2% | 20k | 49.17 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $905k | -4% | 23k | 39.83 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.7 | $893k | -6% | 36k | 25.07 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $740k | -2% | 7.0k | 106.23 |
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| Apple (AAPL) | 0.5 | $673k | 2.9k | 232.87 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $670k | -2% | 1.7k | 383.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $654k | -6% | 3.9k | 165.74 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $654k | -4% | 4.2k | 154.06 |
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| Microsoft Corporation (MSFT) | 0.5 | $629k | -6% | 1.5k | 430.53 |
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| Select Sector Spdr Tr Communication (XLC) | 0.5 | $597k | 6.6k | 90.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $542k | +9% | 6.5k | 83.68 |
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| Amazon (AMZN) | 0.4 | $485k | 2.6k | 186.32 |
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| Costco Wholesale Corporation (COST) | 0.4 | $459k | -13% | 518.00 | 886.10 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $381k | -6% | 616.00 | 618.51 |
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| Servicenow (NOW) | 0.3 | $379k | 424.00 | 893.87 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $359k | 1.8k | 200.22 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $354k | +4% | 4.4k | 80.73 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $351k | -9% | 1.7k | 210.94 |
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| Meta Platforms Cl A (META) | 0.3 | $342k | 598.00 | 571.91 |
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| salesforce (CRM) | 0.3 | $326k | -10% | 1.2k | 273.95 |
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| NVIDIA Corporation (NVDA) | 0.3 | $325k | +13% | 2.7k | 121.40 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $316k | 2.1k | 149.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $309k | 1.3k | 242.73 |
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| Chevron Corporation (CVX) | 0.2 | $291k | 2.0k | 147.12 |
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| Wal-Mart Stores (WMT) | 0.2 | $285k | -2% | 3.5k | 80.81 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $285k | -8% | 3.2k | 87.94 |
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| Analog Devices (ADI) | 0.2 | $283k | 1.2k | 230.08 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $280k | +10% | 2.6k | 108.74 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $280k | 2.4k | 117.45 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $278k | -5% | 475.00 | 585.26 |
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| Travelers Companies (TRV) | 0.2 | $272k | -9% | 1.2k | 234.28 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $263k | +2% | 4.5k | 59.01 |
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| Honeywell International (HON) | 0.2 | $262k | -15% | 1.3k | 206.79 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $253k | 5.6k | 45.28 |
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| Lam Research Corporation | 0.2 | $252k | +5% | 309.00 | 815.53 |
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| Air Products & Chemicals (APD) | 0.2 | $246k | 826.00 | 297.82 |
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| Capital One Financial (COF) | 0.2 | $243k | -8% | 1.6k | 150.00 |
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| AFLAC Incorporated (AFL) | 0.2 | $241k | -22% | 2.2k | 111.57 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $233k | -17% | 450.00 | 517.78 |
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| Kla Corp Com New (KLAC) | 0.2 | $229k | 296.00 | 773.65 |
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| Ishares Tr Residential Mult (REZ) | 0.2 | $210k | 2.4k | 88.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $201k | 2.1k | 97.20 |
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| Gilead Sciences (GILD) | 0.2 | $200k | -6% | 2.4k | 83.65 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $200k | 2.7k | 73.77 |
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| Cme (CME) | 0.2 | $194k | 877.00 | 221.21 |
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| Medtronic SHS (MDT) | 0.2 | $194k | -7% | 2.2k | 90.11 |
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| Advanced Micro Devices (AMD) | 0.2 | $193k | +5% | 1.2k | 163.70 |
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| BorgWarner (BWA) | 0.2 | $192k | -7% | 5.3k | 36.23 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $188k | +8% | 1.9k | 98.84 |
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| Visa Com Cl A (V) | 0.2 | $187k | -7% | 681.00 | 274.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $180k | 390.00 | 461.54 |
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| AvalonBay Communities (AVB) | 0.1 | $180k | -5% | 797.00 | 225.85 |
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| Verizon Communications (VZ) | 0.1 | $180k | 4.0k | 44.95 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $174k | -11% | 844.00 | 206.16 |
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| Home Depot (HD) | 0.1 | $169k | -19% | 418.00 | 404.31 |
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| Domino's Pizza (DPZ) | 0.1 | $168k | +3% | 390.00 | 430.77 |
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| Johnson & Johnson (JNJ) | 0.1 | $166k | 1.0k | 161.79 |
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| CVS Caremark Corporation (CVS) | 0.1 | $165k | +2% | 2.6k | 62.88 |
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| Jacobs Engineering Group (J) | 0.1 | $155k | 1.2k | 131.02 |
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| Fortinet (FTNT) | 0.1 | $153k | -2% | 2.0k | 77.74 |
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| Dominion Resources (D) | 0.1 | $152k | -5% | 2.6k | 57.79 |
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| Public Storage (PSA) | 0.1 | $150k | +19% | 411.00 | 364.96 |
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| Cisco Systems (CSCO) | 0.1 | $148k | -12% | 2.8k | 53.28 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $146k | 654.00 | 223.24 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $146k | -2% | 1.3k | 110.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $144k | -4% | 653.00 | 220.52 |
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| Pfizer (PFE) | 0.1 | $138k | -15% | 4.8k | 28.94 |
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| Eli Lilly & Co. (LLY) | 0.1 | $138k | -7% | 156.00 | 884.62 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $137k | 3.3k | 41.14 |
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| PPL Corporation (PPL) | 0.1 | $134k | -6% | 4.0k | 33.18 |
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| Omni (OMC) | 0.1 | $131k | -2% | 1.3k | 103.64 |
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| Nike CL B (NKE) | 0.1 | $130k | +4% | 1.5k | 88.50 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $128k | -13% | 3.5k | 36.36 |
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| BlackRock | 0.1 | $119k | 125.00 | 952.00 |
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| Tesla Motors (TSLA) | 0.1 | $119k | 454.00 | 262.11 |
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| Jack Henry & Associates (JKHY) | 0.1 | $118k | 667.00 | 176.91 |
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| Autodesk (ADSK) | 0.1 | $113k | 412.00 | 274.27 |
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| Procter & Gamble Company (PG) | 0.1 | $112k | 648.00 | 172.84 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $99k | 1.5k | 64.50 |
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| UnitedHealth (UNH) | 0.1 | $98k | -2% | 167.00 | 586.83 |
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| Illinois Tool Works (ITW) | 0.1 | $92k | 350.00 | 262.86 |
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| McDonald's Corporation (MCD) | 0.1 | $89k | 292.00 | 304.79 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $84k | 690.00 | 121.74 |
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| Constellation Energy (CEG) | 0.1 | $83k | -22% | 321.00 | 258.57 |
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| Abbott Laboratories (ABT) | 0.1 | $83k | -22% | 727.00 | 114.17 |
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| Synopsys (SNPS) | 0.1 | $81k | +2% | 160.00 | 506.25 |
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| Lennar Corp Cl A (LEN) | 0.1 | $79k | +36% | 419.00 | 188.54 |
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| Walt Disney Company (DIS) | 0.1 | $76k | +5% | 792.00 | 95.96 |
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| Cooper Cos (COO) | 0.1 | $75k | -2% | 683.00 | 109.81 |
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| Arista Networks (ANET) | 0.1 | $71k | 185.00 | 383.78 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $71k | +3% | 336.00 | 211.31 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $70k | 897.00 | 78.04 |
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| Emerson Electric (EMR) | 0.1 | $69k | 628.00 | 109.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $68k | 119.00 | 571.43 |
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| Starbucks Corporation (SBUX) | 0.1 | $66k | 682.00 | 96.77 |
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| Broadcom (AVGO) | 0.1 | $63k | +4487% | 367.00 | 171.66 |
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| Coca-Cola Company (KO) | 0.1 | $63k | 881.00 | 71.51 |
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| Verisign (VRSN) | 0.0 | $61k | -42% | 319.00 | 191.22 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $61k | -36% | 1.5k | 41.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $59k | 950.00 | 62.11 |
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| TJX Companies (TJX) | 0.0 | $59k | 501.00 | 117.76 |
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| Independence Realty Trust In (IRT) | 0.0 | $55k | NEW | 2.7k | 20.48 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $55k | 318.00 | 172.96 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $53k | 362.00 | 146.41 |
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| Uniti Group Inc Com reit (UNIT) | 0.0 | $53k | +75% | 9.4k | 5.65 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $50k | 521.00 | 95.97 |
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| United Parcel Service CL B (UPS) | 0.0 | $47k | 343.00 | 137.03 |
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| Americold Rlty Tr (COLD) | 0.0 | $45k | +174% | 1.6k | 28.36 |
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| Principal Financial (PFG) | 0.0 | $45k | 528.00 | 85.23 |
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| Phillips 66 (PSX) | 0.0 | $45k | -26% | 341.00 | 131.96 |
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| Realty Income (O) | 0.0 | $44k | +69% | 695.00 | 63.31 |
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| General Mills (GIS) | 0.0 | $43k | -20% | 577.00 | 74.52 |
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| Digital Realty Trust (DLR) | 0.0 | $43k | +108% | 263.00 | 163.50 |
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| Kimco Realty Corporation (KIM) | 0.0 | $41k | +101% | 1.8k | 23.39 |
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| Ventas (VTR) | 0.0 | $41k | -20% | 642.00 | 63.86 |
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| Regency Centers Corporation (REG) | 0.0 | $39k | +108% | 546.00 | 71.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $39k | 67.00 | 582.09 |
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| Abbvie (ABBV) | 0.0 | $39k | 200.00 | 195.00 |
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| Ge Aerospace Com New (GE) | 0.0 | $39k | 208.00 | 187.50 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $39k | +95% | 519.00 | 75.14 |
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| Peak (DOC) | 0.0 | $39k | +122% | 1.7k | 22.83 |
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| Altria (MO) | 0.0 | $38k | 741.00 | 51.28 |
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| American Tower Reit (AMT) | 0.0 | $38k | +110% | 162.00 | 234.57 |
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| Prologis (PLD) | 0.0 | $37k | +129% | 294.00 | 125.85 |
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| Boston Properties (BXP) | 0.0 | $36k | +123% | 445.00 | 80.90 |
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| Cohen & Steers (CNS) | 0.0 | $36k | +97% | 375.00 | 96.00 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $35k | 70.00 | 500.00 |
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| Extra Space Storage (EXR) | 0.0 | $35k | +97% | 196.00 | 178.57 |
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| Waste Management (WM) | 0.0 | $34k | 166.00 | 204.82 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $34k | 193.00 | 176.17 |
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| Essex Property Trust (ESS) | 0.0 | $34k | +103% | 114.00 | 298.25 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $33k | 979.00 | 33.71 |
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| Amentum Holdings (AMTM) | 0.0 | $32k | NEW | 993.00 | 32.23 |
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| Kroger (KR) | 0.0 | $32k | 559.00 | 57.25 |
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| Amgen (AMGN) | 0.0 | $32k | 100.00 | 320.00 |
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| Exelon Corporation (EXC) | 0.0 | $32k | -26% | 779.00 | 41.08 |
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| Sun Communities (SUI) | 0.0 | $32k | NEW | 236.00 | 135.59 |
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| Bristol Myers Squibb (BMY) | 0.0 | $31k | 590.00 | 52.54 |
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| Invitation Homes (INVH) | 0.0 | $31k | +133% | 888.00 | 34.91 |
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| Dollar General (DG) | 0.0 | $30k | 358.00 | 83.80 |
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| State Street Corporation (STT) | 0.0 | $30k | 340.00 | 88.24 |
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| At&t (T) | 0.0 | $30k | 1.4k | 21.96 |
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| Pepsi (PEP) | 0.0 | $29k | -16% | 171.00 | 169.59 |
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| Boeing Company (BA) | 0.0 | $28k | 186.00 | 150.54 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $28k | 145.00 | 193.10 |
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| Steris Shs Usd (STE) | 0.0 | $27k | 110.00 | 245.45 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $26k | 116.00 | 224.14 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 600.00 | 40.00 |
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| Arbutus Biopharma (ABUS) | 0.0 | $24k | 6.3k | 3.81 |
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| Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $22k | 802.00 | 27.43 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $20k | -9% | 246.00 | 81.30 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $19k | -42% | 384.00 | 49.48 |
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| Cushman Wakefield SHS (CWK) | 0.0 | $19k | +91% | 1.4k | 13.83 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $18k | 405.00 | 44.44 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $16k | 598.00 | 26.76 |
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| CoStar (CSGP) | 0.0 | $16k | +153% | 210.00 | 76.19 |
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| Equinix (EQIX) | 0.0 | $16k | +125% | 18.00 | 888.89 |
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| Natera (NTRA) | 0.0 | $16k | 125.00 | 128.00 |
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| Workday Cl A (WDAY) | 0.0 | $16k | 65.00 | 246.15 |
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| Cigna Corp (CI) | 0.0 | $15k | 44.00 | 340.91 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $14k | 100.00 | 140.00 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $14k | +123% | 125.00 | 112.00 |
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| Rayonier (RYN) | 0.0 | $14k | +132% | 444.00 | 31.53 |
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| Dupont De Nemours (DD) | 0.0 | $13k | 142.00 | 91.55 |
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| Ge Vernova (GEV) | 0.0 | $13k | 52.00 | 250.00 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $13k | 117.00 | 111.11 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $13k | 239.00 | 54.39 |
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| Amphenol Corp Cl A (APH) | 0.0 | $12k | -27% | 191.00 | 62.83 |
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| Exelixis (EXEL) | 0.0 | $11k | 422.00 | 26.07 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $10k | 375.00 | 26.67 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $10k | 22.00 | 454.55 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $10k | 27.00 | 370.37 |
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| 3M Company (MMM) | 0.0 | $9.0k | -50% | 64.00 | 140.62 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $9.0k | 278.00 | 32.37 |
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| Incyte Corporation (INCY) | 0.0 | $8.0k | 117.00 | 68.38 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $8.0k | 112.00 | 71.43 |
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| Ida (IDA) | 0.0 | $8.0k | 75.00 | 106.67 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $8.0k | 84.00 | 95.24 |
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| Kellogg Company (K) | 0.0 | $8.0k | 100.00 | 80.00 |
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| Illumina (ILMN) | 0.0 | $8.0k | 58.00 | 137.93 |
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| Myriad Genetics (MYGN) | 0.0 | $8.0k | 276.00 | 28.99 |
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| Carrier Global Corporation (CARR) | 0.0 | $8.0k | 97.00 | 82.47 |
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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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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $8.0k | 571.00 | 14.01 |
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| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $7.0k | 808.00 | 8.66 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $7.0k | 15.00 | 466.67 |
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| Merck & Co (MRK) | 0.0 | $7.0k | 64.00 | 109.38 |
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| Biogen Idec (BIIB) | 0.0 | $6.0k | 33.00 | 181.82 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $6.0k | 300.00 | 20.00 |
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| Phinia Common Stock (PHIN) | 0.0 | $6.0k | -39% | 122.00 | 49.18 |
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| Intel Corporation (INTC) | 0.0 | $5.0k | -47% | 220.00 | 22.73 |
|
| Cardinal Health (CAH) | 0.0 | $5.0k | 49.00 | 102.04 |
|
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| Cytokinetics Com New (CYTK) | 0.0 | $4.0k | 68.00 | 58.82 |
|
|
| Guardant Health (GH) | 0.0 | $3.0k | 119.00 | 25.21 |
|
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| Ionis Pharmaceuticals (IONS) | 0.0 | $3.0k | 80.00 | 37.50 |
|
|
| Moderna (MRNA) | 0.0 | $3.0k | 40.00 | 75.00 |
|
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| 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 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $3.0k | 1.7k | 1.79 |
|
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| Omniab (OABI) | 0.0 | $2.0k | 411.00 | 4.87 |
|
|
| Novavax Com New (NVAX) | 0.0 | $2.0k | 120.00 | 16.67 |
|
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| ACADIA Pharmaceuticals (ACAD) | 0.0 | $2.0k | 131.00 | 15.27 |
|
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| Regenxbio Inc equity us cm (RGNX) | 0.0 | $2.0k | 191.00 | 10.47 |
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| ConocoPhillips (COP) | 0.0 | $1.0k | -93% | 6.00 | 166.67 |
|
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 8.00 | 125.00 |
|
|
| Exchange Traded Concepts Tru Jakota K Pop And (KPOP) | 0.0 | $1.0k | 100.00 | 10.00 |
|
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $1.0k | 40.00 | 25.00 |
|
|
| Singular Genomics Systems In Com New (OMIC) | 0.0 | $999.997600 | 56.00 | 17.86 |
|
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| Beyond Meat (BYND) | 0.0 | $0 | 73.00 | 0.00 |
|
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $0 | 0 | 0.00 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $0 | -96% | 1.00 | 0.00 |
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| Grail (GRAL) | 0.0 | $0 | 9.00 | 0.00 |
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Past Filings by Dynamic Wealth Strategies
SEC 13F filings are viewable for Dynamic Wealth Strategies going back to 2024
- Dynamic Wealth Strategies 2024 Q3 filed Nov. 13, 2024
- Dynamic Wealth Strategies 2024 Q2 filed Aug. 15, 2024
- Dynamic Wealth Strategies 2024 Q1 filed May 15, 2024