Dynamic Wealth Strategies, LLC New Holdings in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
881
New
$60.81 - $72.32 $53.6K - $63.7K
881 $63K
SNPS
Synopsys Inc

Technology
142
New
$428.58 - $551.54 $60.9K - $78.3K
142 $60K
CEG
Constellation Energy Corp

Utilities
297
New
$201.63 - $347.44 $59.9K - $103K
297 $59K
IRT
Independence Realty Trust, Inc.

Real Estate
2.69K
New
$18.23 - $21.8 $48.9K - $58.5K
2.69K $57K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
950
New
$57.21 - $65.8 $54.3K - $62.5K
950 $55K
IBB
Ishares Biotechnology ETF

ETFs
362
New
$127.9 - $140.56 $46.3K - $50.9K
362 $46K
O
Realty Income Corp

Real Estate
786
New
$51.67 - $58.49 $40.6K - $46K
786 $45K
XLB
Select Sector Spdr Fd Material

ETFs
521
New
$83.19 - $90.99 $43.3K - $47.4K
521 $44K
PFG
Principal Financial Group Inc

Financial Services
528
New
$76.34 - $89.04 $40.3K - $47K
528 $44K
MO
Altria Group, Inc.

Consumer Defensive
741
New
$50.81 - $60.02 $37.7K - $44.5K
741 $44K
SBUX
Starbucks Corp

Consumer Cyclical
427
New
$91.75 - $115.81 $39.2K - $49.5K
427 $41K
GE
General Electric CO

Industrials
208
New
$168.59 - $212.13 $35.1K - $44.1K
208 $41K
ABBV
Abb Vie Inc.

Healthcare
200
New
$169.2 - $216.66 $33.8K - $43.3K
200 $41K
REG
Regency Centers Corp

Real Estate
546
New
$68.83 - $77.74 $37.6K - $42.4K
546 $40K
PSX
Phillips 66

Energy
330
New
$113.93 - $131.55 $37.6K - $43.4K
330 $40K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
193
New
$203.38 - $274.79 $39.3K - $53K
193 $39K
WM
Waste Management Inc

Industrials
166
New
$200.54 - $233.78 $33.3K - $38.8K
166 $38K
T
At&T Inc.

Communication Services
1.37K
New
$21.56 - $28.28 $29.5K - $38.6K
1.37K $38K
KIM
Kimco Realty Corp

Real Estate
1.77K
New
$20.15 - $23.42 $35.7K - $41.5K
1.77K $37K
IVV
Ishares Core S&P 500 ETF

ETFs
67
New
$554.06 - $615.85 $37.1K - $41.3K
67 $37K
KR
Kroger CO

Consumer Defensive
559
New
$58.36 - $67.72 $32.6K - $37.9K
559 $37K
DLR
Digital Realty Trust, Inc.

Real Estate
263
New
$142.1 - $183.56 $37.4K - $48.3K
263 $37K
EQR
Equity Residential

Real Estate
519
New
$66.98 - $75.02 $34.8K - $38.9K
519 $37K
INVH
Invitation Homes Inc.

Real Estate
1.06K
New
$30.28 - $34.85 $32.2K - $37K
1.06K $37K
MA
Mastercard Inc

Financial Services
66
New
$504.67 - $576.31 $33.3K - $38K
66 $36K
BMY
Bristol Myers Squibb CO

Healthcare
590
New
$53.9 - $63.11 $31.8K - $37.2K
590 $35K
COLD
Americold Realty Trust

Real Estate
1.68K
New
$20.74 - $23.05 $34.7K - $38.6K
1.68K $35K
TJX
Tjx Companies Inc

Consumer Cyclical
280
New
$112.81 - $126.16 $31.6K - $35.3K
280 $34K
GIS
General Mills Inc

Consumer Defensive
577
New
$57.56 - $65.3 $33.2K - $37.7K
577 $34K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.81K
New
N/A
1.81K $34K
PLD
Prologis, Inc.

Real Estate
307
New
$103.59 - $124.04 $31.8K - $38.1K
307 $34K
RYN
Rayonier Inc

Real Estate
1.16K
New
$24.95 - $28.24 $29K - $32.8K
1.16K $32K
BA
Boeing CO

Industrials
186
New
$148.15 - $186.25 $27.6K - $34.6K
186 $31K
ESS
Essex Property Trust, Inc.

Real Estate
114
New
N/A
114 $31K
AMGN
Amgen Inc

Healthcare
100
New
$258.59 - $327.36 $25.9K - $32.7K
100 $31K
CMCSA
Comcast Corp

Communication Services
857
New
$33.19 - $38.23 $28.4K - $32.8K
857 $31K
PEP
Pepsico Inc

Consumer Defensive
201
New
$142.64 - $156.42 $28.7K - $31.4K
201 $30K
EQIX
Equinix Inc

Real Estate
37
New
$803.0 - $959.97 $29.7K - $35.5K
37 $30K
ZM
Zoom Video Communications, Inc.

Technology
414
New
$72.23 - $88.64 $29.9K - $36.7K
414 $30K
CSGP
Costar Group, Inc.

Real Estate
385
New
$69.29 - $80.37 $26.7K - $30.9K
385 $30K
FRT
Federal Realty Investment Trust

Real Estate
303
New
$94.7 - $111.82 $28.7K - $33.9K
303 $29K
EXR
Extra Space Storage Inc.

Real Estate
196
New
$143.8 - $161.28 $28.2K - $31.6K
196 $29K
BXP
Boston Properties Inc

Real Estate
445
New
$63.97 - $74.91 $28.5K - $33.3K
445 $29K
VZ
Verizon Communications Inc

Communication Services
645
New
$37.81 - $46.49 $24.4K - $30K
645 $29K
WY
Weyerhaeuser CO

Real Estate
979
New
$27.29 - $31.39 $26.7K - $30.7K
979 $28K
IWD
Ishares Russell 1000 Val ETF

ETFs
145
New
$182.82 - $196.21 $26.5K - $28.5K
145 $27K
PFE
Pfizer Inc

Healthcare
1.07K
New
$25.01 - $27.13 $26.6K - $28.9K
1.07K $26K
BAC
Bank Of America Corp

Financial Services
600
New
$39.61 - $47.74 $23.8K - $28.6K
600 $25K
D
Dominion Energy, Inc

Utilities
426
New
$52.85 - $57.43 $22.5K - $24.5K
426 $23K
Activity Summary
Buys All Purchases 201 New Holdings 170 Increased Positions 31 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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