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, SPHQ, IEF, and represent 36.85% of Dynamic Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: SPIB, NVDA, EFA, LH, XLU, VGSH, EWJ, AMD, EFV, IBB.
- Started 7 new stock positions in GEV, Singular Genomics Systems In, SOLV, IVT, Telesis Bio, LH, Grail.
- Reduced shares in these 10 stocks: SPSB, IGM, XLE, SPYG, SPHQ, VTV, GDX, GSLC, , VGIT.
- Sold out of its positions in AIRC, ARCT, Codex Dna, THNQ, HR, Laboratory Corp. of America Holdings, OMIC, VOT, ROIV.
- Dynamic Wealth Strategies was a net seller of stock by $-1.6M.
- Dynamic Wealth Strategies has $116M in assets under management (AUM), dropping by -0.56%.
- Central Index Key (CIK): 0001812853
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Portfolio Holdings for Dynamic Wealth Strategies
Dynamic Wealth Strategies holds 244 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 9.4 | $11M | 68k | 160.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.4 | $8.6M | +3% | 109k | 78.33 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $8.0M | 111k | 72.05 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 6.8 | $7.9M | -2% | 125k | 63.54 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 6.4 | $7.5M | 80k | 93.65 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 5.9 | $6.9M | 118k | 58.23 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 5.3 | $6.2M | -4% | 66k | 94.31 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 4.1 | $4.8M | -13% | 160k | 29.70 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.8 | $4.4M | -5% | 55k | 80.13 |
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| Ishares Msci Emrg Chn (EMXC) | 2.9 | $3.4M | 58k | 59.21 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.4 | $2.7M | 52k | 53.03 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 2.2 | $2.6M | +38% | 80k | 32.56 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.2 | $2.6M | -5% | 24k | 106.96 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.1 | $2.4M | -2% | 53k | 45.40 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 2.0 | $2.3M | 38k | 61.21 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.8 | $2.1M | -2% | 24k | 88.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $1.9M | -4% | 44k | 43.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.4 | $1.7M | 53k | 31.54 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.3 | $1.6M | -3% | 32k | 48.67 |
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| Global X Fds Global X Copper (COPX) | 0.9 | $1.0M | -2% | 23k | 45.12 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.8 | $981k | +5% | 14k | 68.25 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.8 | $938k | 38k | 24.66 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.8 | $927k | -2% | 20k | 46.88 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $811k | -16% | 24k | 33.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $769k | 4.2k | 182.14 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $750k | -5% | 7.2k | 104.50 |
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| Microsoft Corporation (MSFT) | 0.6 | $696k | 1.6k | 447.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $671k | 1.8k | 374.02 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $649k | +3% | 4.5k | 145.68 |
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| Apple (AAPL) | 0.5 | $610k | 2.9k | 210.71 |
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| Select Sector Spdr Tr Communication (XLC) | 0.5 | $568k | 6.6k | 85.70 |
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| Costco Wholesale Corporation (COST) | 0.4 | $509k | 599.00 | 849.75 |
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| Amazon (AMZN) | 0.4 | $503k | 2.6k | 193.24 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $472k | -2% | 5.9k | 80.01 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $372k | -3% | 1.8k | 202.17 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $363k | 656.00 | 553.35 |
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| salesforce (CRM) | 0.3 | $342k | 1.3k | 256.95 |
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| Servicenow (NOW) | 0.3 | $338k | 430.00 | 786.05 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $328k | 1.8k | 182.22 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $324k | -44% | 3.6k | 91.11 |
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| Honeywell International (HON) | 0.3 | $322k | -2% | 1.5k | 213.81 |
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| Lam Research Corporation (LRCX) | 0.3 | $311k | 292.00 | 1065.07 |
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| Chevron Corporation (CVX) | 0.3 | $310k | -3% | 2.0k | 156.25 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $303k | -5% | 545.00 | 555.96 |
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| Meta Platforms Cl A (META) | 0.3 | $301k | -6% | 597.00 | 504.19 |
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| NVIDIA Corporation (NVDA) | 0.3 | $292k | +932% | 2.4k | 123.47 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $287k | +80% | 4.2k | 68.25 |
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| Analog Devices (ADI) | 0.2 | $281k | 1.2k | 228.46 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $280k | 2.1k | 132.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $275k | 1.3k | 215.01 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $272k | 2.4k | 115.06 |
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| Travelers Companies (TRV) | 0.2 | $261k | -14% | 1.3k | 203.11 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $253k | +47% | 4.4k | 57.97 |
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| AFLAC Incorporated (AFL) | 0.2 | $250k | -4% | 2.8k | 89.22 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $247k | 2.3k | 106.42 |
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| Wal-Mart Stores (WMT) | 0.2 | $246k | 3.6k | 67.66 |
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| Capital One Financial (COF) | 0.2 | $244k | 1.8k | 138.24 |
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| Kla Corp Com New (KLAC) | 0.2 | $243k | 295.00 | 823.73 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $234k | 501.00 | 467.07 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $233k | -3% | 5.7k | 41.12 |
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| Air Products & Chemicals (APD) | 0.2 | $213k | -3% | 825.00 | 258.18 |
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| Domino's Pizza (DPZ) | 0.2 | $195k | 378.00 | 515.87 |
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| Visa Com Cl A (V) | 0.2 | $193k | -7% | 736.00 | 262.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $186k | -2% | 955.00 | 194.76 |
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| BorgWarner (BWA) | 0.2 | $184k | 5.7k | 32.28 |
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| Medtronic SHS (MDT) | 0.2 | $183k | 2.3k | 78.54 |
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| Ishares Tr Residential Mult (REZ) | 0.2 | $181k | +3% | 2.4k | 77.02 |
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| Advanced Micro Devices (AMD) | 0.2 | $181k | +37% | 1.1k | 161.90 |
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| Home Depot (HD) | 0.2 | $180k | 522.00 | 344.83 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $179k | 2.7k | 65.59 |
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| Gilead Sciences (GILD) | 0.2 | $175k | 2.6k | 68.44 |
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| AvalonBay Communities (AVB) | 0.2 | $175k | -9% | 845.00 | 207.10 |
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| Cme (CME) | 0.2 | $175k | +2% | 889.00 | 196.85 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $173k | 2.1k | 83.66 |
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| Verizon Communications (VZ) | 0.1 | $166k | 4.0k | 41.24 |
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| Jacobs Engineering Group (J) | 0.1 | $163k | +8% | 1.2k | 139.32 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $162k | +26% | 1.8k | 92.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $160k | 394.00 | 406.09 |
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| Pfizer (PFE) | 0.1 | $158k | 5.6k | 28.00 |
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| Eli Lilly & Co. (LLY) | 0.1 | $153k | 169.00 | 905.33 |
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| CVS Caremark Corporation (CVS) | 0.1 | $152k | +4% | 2.6k | 59.19 |
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| Cisco Systems (CSCO) | 0.1 | $151k | 3.2k | 47.57 |
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| Johnson & Johnson (JNJ) | 0.1 | $150k | +2% | 1.0k | 146.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $138k | 681.00 | 202.64 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $136k | -8% | 4.1k | 33.44 |
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| Dominion Resources (D) | 0.1 | $136k | 2.8k | 48.83 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $134k | NEW | 656.00 | 204.27 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $129k | +6% | 3.3k | 38.55 |
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| Fortinet (FTNT) | 0.1 | $122k | +37% | 2.0k | 60.34 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $120k | 1.4k | 88.24 |
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| PPL Corporation (PPL) | 0.1 | $119k | 4.3k | 27.68 |
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| Omni (OMC) | 0.1 | $117k | -21% | 1.3k | 90.00 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $113k | -24% | 1.5k | 73.71 |
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| Jack Henry & Associates (JKHY) | 0.1 | $111k | 667.00 | 166.42 |
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| Procter & Gamble Company (PG) | 0.1 | $107k | 648.00 | 165.12 |
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| Nike CL B (NKE) | 0.1 | $106k | 1.4k | 75.18 |
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| Autodesk (ADSK) | 0.1 | $102k | 411.00 | 248.18 |
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| Verisign (VRSN) | 0.1 | $99k | 558.00 | 177.42 |
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| Public Storage (PSA) | 0.1 | $99k | 343.00 | 288.63 |
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| BlackRock (BLK) | 0.1 | $98k | 125.00 | 784.00 |
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| Abbott Laboratories (ABT) | 0.1 | $97k | 935.00 | 103.74 |
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| Synopsys (SNPS) | 0.1 | $93k | 156.00 | 596.15 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $91k | 2.3k | 39.07 |
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| Tesla Motors (TSLA) | 0.1 | $90k | 454.00 | 198.24 |
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| UnitedHealth (UNH) | 0.1 | $87k | 171.00 | 508.77 |
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| Constellation Energy (CEG) | 0.1 | $83k | 416.00 | 199.52 |
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| Illinois Tool Works (ITW) | 0.1 | $82k | 347.00 | 236.31 |
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| Walt Disney Company (DIS) | 0.1 | $75k | +2% | 751.00 | 99.87 |
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| McDonald's Corporation (MCD) | 0.1 | $74k | 292.00 | 253.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $69k | 690.00 | 100.00 |
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| Emerson Electric (EMR) | 0.1 | $69k | 628.00 | 109.87 |
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| Phillips 66 (PSX) | 0.1 | $65k | 463.00 | 140.39 |
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| Arista Networks (ANET) | 0.1 | $65k | +2% | 185.00 | 351.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $65k | 119.00 | 546.22 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $63k | 326.00 | 193.25 |
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| Cooper Cos (COO) | 0.1 | $61k | 697.00 | 87.52 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $60k | 897.00 | 66.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $56k | 950.00 | 58.95 |
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| Coca-Cola Company (KO) | 0.0 | $56k | 881.00 | 63.56 |
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| TJX Companies (TJX) | 0.0 | $55k | 501.00 | 109.78 |
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| Starbucks Corporation (SBUX) | 0.0 | $53k | 682.00 | 77.71 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $50k | +638% | 362.00 | 138.12 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $49k | 318.00 | 154.09 |
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| Dollar General (DG) | 0.0 | $47k | 358.00 | 131.28 |
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| United Parcel Service CL B (UPS) | 0.0 | $47k | 343.00 | 137.03 |
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| General Mills (GIS) | 0.0 | $46k | 726.00 | 63.36 |
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| Lennar Corp Cl A (LEN) | 0.0 | $46k | -11% | 306.00 | 150.33 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $46k | 521.00 | 88.29 |
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| Ventas (VTR) | 0.0 | $42k | 812.00 | 51.72 |
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| Principal Financial (PFG) | 0.0 | $41k | 528.00 | 77.65 |
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| Exelon Corporation (EXC) | 0.0 | $37k | 1.1k | 34.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $37k | 67.00 | 552.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $37k | 118.00 | 313.56 |
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| Waste Management (WM) | 0.0 | $35k | 166.00 | 210.84 |
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| Pepsi (PEP) | 0.0 | $34k | 205.00 | 165.85 |
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| Boeing Company (BA) | 0.0 | $34k | 186.00 | 182.80 |
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| Abbvie (ABBV) | 0.0 | $34k | -11% | 200.00 | 170.00 |
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| Altria (MO) | 0.0 | $34k | 741.00 | 45.88 |
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| Ge Aerospace Com New (GE) | 0.0 | $33k | 208.00 | 158.65 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $31k | 193.00 | 160.62 |
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| Amgen (AMGN) | 0.0 | $31k | 100.00 | 310.00 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $31k | -34% | 70.00 | 442.86 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $29k | 670.00 | 43.28 |
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| Discover Financial Services (DFS) | 0.0 | $29k | 221.00 | 131.22 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $28k | 979.00 | 28.60 |
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| Kroger (KR) | 0.0 | $28k | 559.00 | 50.09 |
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| At&t (T) | 0.0 | $26k | 1.4k | 19.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $26k | 116.00 | 224.14 |
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| Bristol Myers Squibb (BMY) | 0.0 | $25k | 590.00 | 42.37 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $25k | -49% | 145.00 | 172.41 |
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| State Street Corporation (STT) | 0.0 | $25k | 340.00 | 73.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $24k | 107.00 | 224.30 |
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| Bank of America Corporation (BAC) | 0.0 | $24k | 600.00 | 40.00 |
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| Garmin SHS (GRMN) | 0.0 | $24k | 150.00 | 160.00 |
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| Steris Shs Usd (STE) | 0.0 | $24k | 110.00 | 218.18 |
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| Corning Incorporated (GLW) | 0.0 | $22k | 578.00 | 38.06 |
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| Realty Income (O) | 0.0 | $22k | 411.00 | 53.53 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $21k | 272.00 | 77.21 |
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| Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $20k | 802.00 | 24.94 |
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| American Electric Power Company (AEP) | 0.0 | $20k | 227.00 | 88.11 |
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| Arbutus Biopharma (ABUS) | 0.0 | $19k | 6.3k | 3.02 |
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| Digital Realty Trust (DLR) | 0.0 | $19k | 126.00 | 150.79 |
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| Fifth Third Ban (FITB) | 0.0 | $18k | 505.00 | 35.64 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $18k | 266.00 | 67.67 |
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| Amphenol Corp Cl A (APH) | 0.0 | $18k | +100% | 264.00 | 68.18 |
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| Sherwin-Williams Company (SHW) | 0.0 | $17k | 57.00 | 298.25 |
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| Kimco Realty Corporation (KIM) | 0.0 | $17k | 869.00 | 19.56 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $17k | NEW | 706.00 | 24.08 |
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| Uniti Group Inc Com reit (UNIT) | 0.0 | $16k | +75% | 5.4k | 2.99 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $16k | 405.00 | 39.51 |
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| Regency Centers Corporation (REG) | 0.0 | $16k | 262.00 | 61.07 |
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| Americold Rlty Tr (COLD) | 0.0 | $15k | 578.00 | 25.95 |
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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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| Cigna Corp (CI) | 0.0 | $15k | 44.00 | 340.91 |
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| Workday Cl A (WDAY) | 0.0 | $15k | 65.00 | 230.77 |
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| Essex Property Trust (ESS) | 0.0 | $15k | 56.00 | 267.86 |
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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 | $15k | 766.00 | 19.58 |
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| Prologis (PLD) | 0.0 | $14k | +7% | 128.00 | 109.38 |
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| Natera (NTRA) | 0.0 | $14k | 125.00 | 112.00 |
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| Cohen & Steers (CNS) | 0.0 | $14k | 190.00 | 73.68 |
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| Invitation Homes (INVH) | 0.0 | $14k | 381.00 | 36.75 |
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| Ford Motor Company (F) | 0.0 | $13k | 1.0k | 12.86 |
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| Intel Corporation (INTC) | 0.0 | $13k | 420.00 | 30.95 |
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| 3M Company (MMM) | 0.0 | $13k | 129.00 | 100.78 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $13k | 100.00 | 130.00 |
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| Broadcom (AVGO) | 0.0 | $13k | 8.00 | 1625.00 |
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| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $12k | -12% | 117.00 | 102.56 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $12k | 239.00 | 50.21 |
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| Boston Properties (BXP) | 0.0 | $12k | 199.00 | 60.30 |
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| Dupont De Nemours (DD) | 0.0 | $11k | 142.00 | 77.46 |
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| ConocoPhillips (COP) | 0.0 | $11k | 99.00 | 111.11 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $10k | -31% | 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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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $9.0k | -33% | 375.00 | 24.00 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $9.0k | 278.00 | 32.37 |
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| Ge Vernova (GEV) | 0.0 | $9.0k | NEW | 52.00 | 173.08 |
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| Exelixis (EXEL) | 0.0 | $9.0k | 422.00 | 21.33 |
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| Phinia Common Stock (PHIN) | 0.0 | $8.0k | 202.00 | 39.60 |
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| Merck & Co (MRK) | 0.0 | $8.0k | 64.00 | 125.00 |
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| Biogen Idec (BIIB) | 0.0 | $8.0k | 33.00 | 242.42 |
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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 | -66% | 571.00 | 14.01 |
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| Incyte Corporation (INCY) | 0.0 | $7.0k | 117.00 | 59.83 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $7.0k | -75% | 15.00 | 466.67 |
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| Ida (IDA) | 0.0 | $7.0k | 75.00 | 93.33 |
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| Cushman Wakefield SHS (CWK) | 0.0 | $7.0k | 718.00 | 9.75 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $7.0k | 84.00 | 83.33 |
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| Myriad Genetics (MYGN) | 0.0 | $7.0k | 276.00 | 25.36 |
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| CoStar (CSGP) | 0.0 | $6.0k | 83.00 | 72.29 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $6.0k | 97.00 | 61.86 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $6.0k | 56.00 | 107.14 |
|
|
| Illumina (ILMN) | 0.0 | $6.0k | 58.00 | 103.45 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $6.0k | 300.00 | 20.00 |
|
|
| Kellogg Company (K) | 0.0 | $6.0k | 100.00 | 60.00 |
|
|
| Equinix (EQIX) | 0.0 | $6.0k | 8.00 | 750.00 |
|
|
| Rayonier (RYN) | 0.0 | $6.0k | 191.00 | 31.41 |
|
|
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $6.0k | 808.00 | 7.43 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $5.0k | 112.00 | 44.64 |
|
|
| Moderna (MRNA) | 0.0 | $5.0k | 40.00 | 125.00 |
|
|
| Cardinal Health (CAH) | 0.0 | $5.0k | -47% | 49.00 | 102.04 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $4.0k | 80.00 | 50.00 |
|
|
| Cytokinetics Com New (CYTK) | 0.0 | $4.0k | 68.00 | 58.82 |
|
|
| Guardant Health (GH) | 0.0 | $3.0k | 119.00 | 25.21 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $3.0k | 26.00 | 115.38 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $2.0k | 1.7k | 1.19 |
|
|
| Omniab (OABI) | 0.0 | $2.0k | 411.00 | 4.87 |
|
|
| Novavax Com New (NVAX) | 0.0 | $2.0k | 120.00 | 16.67 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $2.0k | 131.00 | 15.27 |
|
|
| Regenxbio Inc equity us cm (RGNX) | 0.0 | $2.0k | 191.00 | 10.47 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $2.0k | NEW | 31.00 | 64.52 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.0k | 330.00 | 6.06 |
|
|
| Telesis Bio Com New | 0.0 | $1.0k | NEW | 138.00 | 7.25 |
|
| 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 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $1.0k | 40.00 | 25.00 |
|
|
| Beyond Meat (BYND) | 0.0 | $0 | 73.00 | 0.00 |
|
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $0 | 0 | 0.00 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $0 | 25.00 | 0.00 |
|
|
| Grail | 0.0 | $0 | NEW | 9.00 | 0.00 |
|
| Singular Genomics Systems In Com New | 0.0 | $0 | NEW | 56.00 | 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 Q2 filed Aug. 15, 2024
- Dynamic Wealth Strategies 2024 Q1 filed May 15, 2024