Dynamic Wealth Strategies, LLC Incresed Positions in Q3 2024

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
4.81K
+ 6.04%
$92.67 - $99.14 $446K - $477K
84.5K $8.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
317
+ 0.29%
$75.32 - $84.37 $23.9K - $26.7K
110K $9.17M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.68K
+ 3.96%
$57.8 - $60.8 $270K - $284K
123K $7.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.05K
+ 1.85%
$71.45 - $75.64 $147K - $155K
113K $8.48M
EFV
Msci Eafe Value ETF

ETFs
961
+ 1.86%
$51.72 - $57.96 $49.7K - $55.7K
52.7K $3.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.28K
+ 4.35%
$31.18 - $33.5 $71.2K - $76.5K
54.8K $1.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
410
+ 0.71%
$56.04 - $62.99 $23K - $25.8K
58.2K $3.56M
EMB
Ishares Tr

ETFs
85
+ 0.36%
$87.75 - $93.74 $7.46K - $7.97K
23.9K $2.23M
SPIB
Spdr Portfolio Intermediate Te

ETFs
753
+ 0.94%
$32.36 - $33.78 $24.4K - $25.4K
81.1K $2.73M
COPX
Global X Copper Miners ETF

ETFs
769
+ 3.36%
$38.58 - $48.4 $29.7K - $37.2K
23.7K $1.12M
XLU
Utilities Sector Spdr

ETFs
180
+ 4.28%
$67.67 - $80.78 $12.2K - $14.5K
4.39K $354K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
422
+ 2.13%
$46.5 - $49.42 $19.6K - $20.9K
20.2K $993K
EWJ
Ishares Msci Japan ETF

ETFs
156
+ 1.09%
$63.12 - $72.99 $9.85K - $11.4K
14.5K $1.04M
PSA
Public Storage

Real Estate
68
+ 19.83%
$283.13 - $365.01 $19.3K - $24.8K
411 $150K
AVGO
Broadcom Inc.

Technology
359
+ 4487.5%
$136.27 - $1745.86 $48.9K - $627K
367 $63K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.17%
$453.41 - $572.44 $453 - $572
598 $342K
UNIT
Uniti Group Inc.

Real Estate
4.03K
+ 75.21%
$2.74 - $5.84 $11K - $23.5K
9.39K $53K
MUB
Ishares National Muni Bond ETF

ETFs
254
+ 10.94%
$106.13 - $108.7 $27K - $27.6K
2.58K $280K
LEN
Lennar Corp

Consumer Cyclical
113
+ 36.93%
$142.5 - $192.45 $16.1K - $21.7K
419 $79K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.12%
$247.34 - $300.11 $247 - $300
826 $246K
NVDA
Nvidia Corp

Technology
312
+ 13.19%
$98.91 - $134.91 $30.9K - $42.1K
2.68K $325K
COLD
Americold Realty Trust

Real Estate
1.01K
+ 174.57%
$25.65 - $30.24 $25.9K - $30.5K
1.59K $45K
REZ
Ishares Tr Residential And Mul

ETFs
16
+ 0.68%
$76.42 - $91.19 $1.22K - $1.46K
2.37K $210K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
150
+ 8.56%
$90.87 - $102.43 $13.6K - $15.4K
1.9K $188K
NKE
Nike, Inc.

Consumer Cyclical
59
+ 4.18%
$71.09 - $89.44 $4.19K - $5.28K
1.47K $130K
BXP
Boston Properties Inc

Real Estate
246
+ 123.62%
$60.3 - $82.49 $14.8K - $20.3K
445 $36K
KIM
Kimco Realty Corp

Real Estate
884
+ 101.73%
$19.24 - $24.06 $17K - $21.3K
1.75K $41K
DLR
Digital Realty Trust, Inc.

Real Estate
137
+ 108.73%
$144.47 - $162.98 $19.8K - $22.3K
263 $43K
PEAK
Healthpeak Properties, Inc.

Real Estate
942
+ 122.98%
N/A
1.71K $39K
PLD
Prologis, Inc.

Real Estate
166
+ 129.69%
$111.95 - $132.43 $18.6K - $22K
294 $37K
REG
Regency Centers Corp

Real Estate
284
+ 108.4%
$61.64 - $75.18 $17.5K - $21.4K
546 $39K
AMT
American Tower Corp

Real Estate
85
+ 110.39%
$192.27 - $242.73 $16.3K - $20.6K
162 $38K
O
Realty Income Corp

Real Estate
284
+ 69.1%
$52.36 - $63.42 $14.9K - $18K
695 $44K
CNS
Cohen & Steers, Inc.

Financial Services
185
+ 97.37%
$70.88 - $97.15 $13.1K - $18K
375 $36K
EQR
Equity Residential

Real Estate
253
+ 95.11%
$67.19 - $78.09 $17K - $19.8K
519 $39K
EXR
Extra Space Storage Inc.

Real Estate
97
+ 97.98%
$151.92 - $183.06 $14.7K - $17.8K
196 $35K
ESS
Essex Property Trust, Inc.

Real Estate
58
+ 103.57%
$272.82 - $272.82 $15.8K - $15.8K
114 $34K
INVH
Invitation Homes Inc.

Real Estate
507
+ 133.07%
$33.2 - $37.28 $16.8K - $18.9K
888 $31K
CVS
Cvs Health Corp

Healthcare
56
+ 2.18%
$55.81 - $63.18 $3.13K - $3.54K
2.62K $165K
AMD
Advanced Micro Devices Inc

Technology
61
+ 5.46%
$128.67 - $183.96 $7.85K - $11.2K
1.18K $193K
CWK
Cushman & Wakefield PLC

Real Estate
656
+ 91.36%
$10.08 - $13.8 $6.61K - $9.05K
1.37K $19K
ADSK
Autodesk, Inc.

Technology
1
+ 0.24%
$245.83 - $245.83 $246 - $246
412 $113K
EQIX
Equinix Inc

Real Estate
10
+ 125.0%
$749.0 - $890.01 $7.49K - $8.9K
18 $16K
CSGP
Costar Group, Inc.

Real Estate
127
+ 153.01%
$71.59 - $79.61 $9.09K - $10.1K
210 $16K
VGSH
Vanguard

ETFs
93
+ 2.13%
$57.74 - $59.13 $5.37K - $5.5K
4.46K $263K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.86%
$233.14 - $263.97 $699 - $792
350 $92K
RYN
Rayonier Inc

Real Estate
253
+ 132.46%
$27.69 - $32.25 $7.01K - $8.16K
444 $14K
VAW
Vanguard Materials ETF

ETFs
10
+ 3.07%
$189.89 - $213.71 $1.9K - $2.14K
336 $71K
XOM
Exxon Mobil Corp

Energy
20
+ 0.85%
$109.72 - $119.0 $2.19K - $2.38K
2.38K $280K
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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