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
PPL
Ppl Corp

Utilities
-260
- 6.05%
$27.36 - $33.08 $7.11K - $8.6K
4.04K $134K
D
Dominion Energy, Inc

Utilities
-155
- 5.57%
$48.01 - $58.53 $7.44K - $9.07K
2.63K $152K
BNDX
Vanguard Total International B

ETFs
-689
- 2.16%
$48.42 - $50.35 $33.4K - $34.7K
31.3K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-40
- 6.1%
$531.86 - $624.21 $21.3K - $25K
616 $381K
CME
Cme Group Inc.

Financial Services
-12
- 1.35%
$193.43 - $220.62 $2.32K - $2.65K
877 $194K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 1.02%
$405.19 - $478.57 $1.62K - $1.91K
390 $180K
XLF
Financial Sector Spdr

ETFs
-79
- 1.39%
$40.84 - $45.74 $3.23K - $3.61K
5.59K $253K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-18
- 0.66%
$64.35 - $75.71 $1.16K - $1.36K
2.71K $200K
GILD
Gilead Sciences, Inc.

Healthcare
-166
- 6.49%
$66.59 - $83.99 $11.1K - $13.9K
2.39K $200K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-38
- 2.79%
$85.44 - $110.36 $3.25K - $4.19K
1.32K $146K
FTNT
Fortinet, Inc.

Technology
-54
- 2.67%
$55.39 - $77.55 $2.99K - $4.19K
1.97K $153K
XLY
Select Sector Spdr Consumer Di

ETFs
-7
- 0.39%
$170.05 - $200.86 $1.19K - $1.41K
1.79K $359K
GLD
Spdr Gold Trust

ETFs
-6
- 0.47%
$215.56 - $246.98 $1.29K - $1.48K
1.27K $309K
ITA
Ishares Tr

ETFs
-8
- 0.38%
$131.58 - $149.64 $1.05K - $1.2K
2.11K $316K
WMT
Walmart Inc.

Consumer Defensive
-109
- 3.0%
$66.91 - $81.4 $7.29K - $8.87K
3.53K $285K
NOW
Service Now, Inc.

Technology
-6
- 1.4%
$730.87 - $937.36 $4.39K - $5.62K
424 $379K
LMT
Lockheed Martin Corp

Industrials
-26
- 5.19%
$460.3 - $584.56 $12K - $15.2K
475 $278K
IGM
Ishares Expanded Tech Sector E

ETFs
-526
- 0.8%
$84.03 - $98.62 $44.2K - $51.9K
65.4K $6.27M
AAPL
Apple Inc.

Technology
-5
- 0.17%
$207.23 - $234.82 $1.04K - $1.17K
2.89K $673K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-650
- 0.41%
$29.58 - $30.31 $19.2K - $19.7K
160K $4.83M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-91
- 0.17%
$44.9 - $47.55 $4.09K - $4.33K
53K $2.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.19K
- 4.96%
$33.89 - $41.64 $40.2K - $49.4K
22.7K $905K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-229
- 0.95%
$101.72 - $112.94 $23.3K - $25.9K
24K $2.71M
SPYG
Spdr Portfolio

ETFs
-394
- 0.72%
$73.38 - $84.1 $28.9K - $33.1K
54.4K $4.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-630
- 1.44%
$41.9 - $48.26 $26.4K - $30.4K
43.1K $2.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.57K
- 3.66%
$61.47 - $67.36 $281K - $308K
120K $8.08M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-302
- 0.8%
$60.1 - $66.57 $18.2K - $20.1K
37.6K $2.5M
VTV
Vanguard Value ETF

ETFs
-792
- 1.16%
$159.75 - $174.57 $127K - $138K
67.4K $11.8M
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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