Dynamic Wealth Strategies, LLC Reduced Holdings in Q3 2024

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-276
- 6.54%
$148.65 - $191.18 $41K - $52.8K
3.95K $654K
ADBE
Adobe Inc.

Technology
-95
- 17.43%
$508.13 - $586.55 $48.3K - $55.7K
450 $233K
MSFT
Microsoft Corp

Technology
-96
- 6.17%
$395.15 - $467.56 $37.9K - $44.9K
1.46K $629K
HON
Honeywell International Inc

Industrials
-239
- 15.87%
$196.73 - $220.21 $47K - $52.6K
1.27K $262K
COST
Costco Wholesale Corp

Consumer Defensive
-81
- 13.52%
$801.83 - $917.05 $64.9K - $74.3K
518 $459K
PWZ
Invesco California Amt Free Mu

ETFs
-2.42K
- 6.36%
$24.63 - $25.25 $59.6K - $61.1K
35.6K $893K
XLE
Energy Sector Spdr

ETFs
-315
- 8.86%
$84.35 - $93.39 $26.6K - $29.4K
3.24K $285K
VRSN
Verisign Inc

Technology
-239
- 42.83%
$174.18 - $190.64 $41.6K - $45.6K
319 $61K
CMCSA
Comcast Corp

Communication Services
-860
- 36.93%
$37.33 - $41.78 $32.1K - $35.9K
1.47K $61K
JPM
Jpmorgan Chase & CO

Financial Services
-176
- 9.57%
$194.9 - $224.8 $34.3K - $39.6K
1.66K $351K
PSX
Phillips 66

Energy
-122
- 26.35%
$125.0 - $147.17 $15.3K - $18K
341 $45K
CVX
Chevron Corp

Energy
-6
- 0.3%
$137.88 - $161.97 $827 - $972
1.98K $291K
CRM
Salesforce, Inc.

Technology
-141
- 10.59%
$238.42 - $276.53 $33.6K - $39K
1.19K $326K
LLY
Eli Lilly & CO

Healthcare
-13
- 7.69%
$772.14 - $960.02 $10K - $12.5K
156 $138K
ABT
Abbott Laboratories

Healthcare
-208
- 22.25%
$100.07 - $118.13 $20.8K - $24.6K
727 $83K
TXN
Texas Instruments Inc

Technology
-111
- 11.62%
$194.6 - $194.6 $21.6K - $21.6K
844 $174K
HD
Home Depot, Inc.

Consumer Cyclical
-104
- 19.92%
$333.64 - $405.2 $34.7K - $42.1K
418 $169K
COP
Conocophillips

Energy
-93
- 93.94%
$102.3 - $116.61 $9.51K - $10.8K
6 $1K
IAU
Ishares Gold Trust

ETFs
-286
- 42.69%
$44.06 - $50.5 $12.6K - $14.4K
384 $19K
SUB
Ishares Short Term National Mu

ETFs
-211
- 2.94%
$104.3 - $106.3 $22K - $22.4K
6.97K $740K
AFL
Aflac Inc

Financial Services
-642
- 22.91%
$88.52 - $111.8 $56.8K - $71.8K
2.16K $241K
INTC
Intel Corp

Technology
-200
- 47.62%
$18.9 - $34.87 $3.78K - $6.97K
220 $5K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-547
- 13.45%
$32.04 - $37.11 $17.5K - $20.3K
3.52K $128K
APH
Amphenol Corp

Technology
-73
- 27.65%
$58.39 - $70.41 $4.26K - $5.14K
191 $12K
V
Visa Inc.

Financial Services
-55
- 7.47%
$253.74 - $291.56 $14K - $16K
681 $187K
PEP
Pepsico Inc

Consumer Defensive
-34
- 16.59%
$161.9 - $179.3 $5.5K - $6.1K
171 $29K
EXC
Exelon Corp

Utilities
-287
- 26.92%
$34.24 - $40.55 $9.83K - $11.6K
779 $32K
MMM
3 M CO

Industrials
-65
- 50.39%
$99.69 - $139.42 $6.48K - $9.06K
64 $9K
GIS
General Mills Inc

Consumer Defensive
-149
- 20.52%
$62.5 - $75.15 $9.31K - $11.2K
577 $43K
CSCO
Cisco Systems, Inc.

Technology
-396
- 12.48%
$44.74 - $53.22 $17.7K - $21.1K
2.78K $148K
Solventum Corp
-30
- 96.77%
N/A
1 $0
Phinia Inc
-80
- 39.6%
N/A
122 $6K
COF
Capital One Financial Corp

Financial Services
-145
- 8.22%
$131.42 - $153.05 $19.1K - $22.2K
1.62K $243K
VTR
Ventas, Inc.

Real Estate
-170
- 20.94%
$50.88 - $65.33 $8.65K - $11.1K
642 $41K
VUG
Vanguard Growth ETF

ETFs
-48
- 2.68%
$341.08 - $391.94 $16.4K - $18.8K
1.75K $670K
XLP
Consumer Staples Sector Spdr

ETFs
-26
- 9.56%
$76.04 - $76.04 $1.98K - $1.98K
246 $20K
CEG
Constellation Energy Corp

Utilities
-95
- 22.84%
$167.08 - $262.86 $15.9K - $25K
321 $83K
XLV
Select Sector Spdr Fund Health

ETFs
-210
- 4.71%
$143.3 - $157.24 $30.1K - $33K
4.25K $654K
AVB
Avalonbay Communities Inc

Real Estate
-48
- 5.68%
$200.95 - $234.65 $9.65K - $11.3K
797 $180K
IWM
Ishares Russell 2000 ETF

ETFs
-28
- 4.11%
$200.87 - $224.6 $5.62K - $6.29K
653 $144K
BWA
Borgwarner Inc

Consumer Cyclical
-401
- 7.04%
$31.19 - $36.75 $12.5K - $14.7K
5.3K $192K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-16
- 0.48%
$37.98 - $41.19 $608 - $659
3.33K $137K
MDT
Medtronic PLC

Healthcare
-177
- 7.6%
$76.84 - $91.03 $13.6K - $16.1K
2.15K $194K
TRV
Travelers Companies, Inc.

Financial Services
-124
- 9.65%
$201.87 - $242.35 $25K - $30.1K
1.16K $272K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 2.34%
$488.01 - $604.18 $1.95K - $2.42K
167 $98K
Labcorp Holdings Inc
-2
- 0.3%
N/A
654 $146K
Cooper Cos Inc
-14
- 2.01%
N/A
683 $75K
VZ
Verizon Communications Inc

Communication Services
-21
- 0.52%
$38.89 - $45.0 $817 - $945
4K $180K
OMC
Omnicom Group Inc.

Communication Services
-36
- 2.77%
$87.69 - $103.9 $3.16K - $3.74K
1.26K $131K
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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