Dynamic Wealth Strategies, LLC Sells in Q2 2025

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-87.4K
- 80.83%
$93.15 - $96.56 $8.14M - $8.44M
20.7K $1.99M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-60K
- 37.37%
$29.82 - $30.19 $1.79M - $1.81M
101K $3.04M
SPYG
Spdr Portfolio

ETFs
-25K
- 46.2%
$71.83 - $95.32 $1.8M - $2.39M
29.1K $2.78M
VTV
Vanguard Value ETF

ETFs
-9.54K
- 14.59%
$153.67 - $176.74 $1.47M - $1.69M
55.8K $9.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-23.4K
- 57.68%
$39.89 - $49.46 $932K - $1.16M
17.1K $847K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-27.8K
- 33.17%
$32.62 - $33.58 $907K - $934K
56K $1.88M
EMB
Ishares Tr

ETFs
-8.1K
- 33.0%
$86.54 - $92.62 $701K - $750K
16.5K $1.52M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18K
- 30.03%
$50.08 - $63.14 $899K - $1.13M
41.8K $2.64M
PWZ
Invesco California Amt Free Mu

ETFs
-24.6K
- 71.64%
$22.71 - $24.18 $558K - $594K
9.72K $226K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.1K
- 31.04%
$79.56 - $82.92 $167K - $174K
4.67K $386K
XLE
Energy Sector Spdr

ETFs
-1.1K
- 79.8%
$76.44 - $94.13 $83.9K - $103K
278 $23K
XLF
Financial Sector Spdr

ETFs
-2.11K
- 71.96%
$43.92 - $52.37 $92.8K - $111K
823 $43K
XLV
Select Sector Spdr Fund Health

ETFs
-294
- 5.34%
$128.77 - $144.3 $37.9K - $42.4K
5.21K $702K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 2.47%
$390.26 - $489.06 $5.85K - $7.34K
592 $240K
GILD
Gilead Sciences, Inc.

Healthcare
-466
- 19.52%
$96.91 - $113.0 $45.2K - $52.7K
1.92K $212K
AAPL
Apple Inc.

Technology
-16
- 0.57%
$172.42 - $223.89 $2.76K - $3.58K
2.81K $577K
AFL
Aflac Inc

Financial Services
-352
- 16.35%
$99.77 - $112.45 $35.1K - $39.6K
1.8K $189K
OMC
Omnicom Group Inc.

Communication Services
-471
- 38.14%
$69.22 - $79.77 $32.6K - $37.6K
764 $54K
TMUS
T Mobile Us, Inc.

Communication Services
-134
- 27.07%
$220.99 - $268.54 $29.6K - $36K
361 $86K
TRV
Travelers Companies, Inc.

Financial Services
-188
- 16.21%
$233.83 - $276.34 $44K - $52K
972 $260K
CVX
Chevron Corp

Energy
-54
- 3.45%
$133.73 - $168.51 $7.22K - $9.1K
1.51K $216K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 12.28%
$483.48 - $539.8 $23.7K - $26.5K
350 $170K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-73
- 18.39%
$430.72 - $497.52 $31.4K - $36.3K
324 $145K
XOM
Exxon Mobil Corp

Energy
-83
- 3.46%
$99.93 - $119.04 $8.29K - $9.88K
2.31K $249K
JNJ
Johnson & Johnson

Healthcare
-107
- 10.66%
$146.36 - $159.82 $15.7K - $17.1K
897 $137K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-413
- 18.71%
$63.54 - $68.5 $26.2K - $28.3K
1.79K $120K
APD
Air Products & Chemicals, Inc.

Basic Materials
-59
- 7.54%
$248.61 - $294.96 $14.7K - $17.4K
723 $203K
AVB
Avalonbay Communities Inc

Real Estate
-85
- 13.0%
$187.23 - $215.61 $15.9K - $18.3K
569 $115K
V
Visa Inc.

Financial Services
-75
- 11.23%
$308.27 - $373.31 $23.1K - $28K
593 $210K
PSA
Public Storage

Real Estate
-72
- 18.14%
$266.31 - $309.77 $19.2K - $22.3K
325 $95K
AMT
American Tower Corp

Real Estate
-110
- 26.44%
$203.96 - $228.19 $22.4K - $25.1K
306 $67K
O
Realty Income Corp

Real Estate
-389
- 49.49%
$52.27 - $58.52 $20.3K - $22.8K
397 $22K
SUI
Sun Communities Inc

Real Estate
-159
- 48.18%
$114.62 - $132.25 $18.2K - $21K
171 $21K
COLD
Americold Realty Trust

Real Estate
-802
- 47.88%
$16.31 - $21.47 $13.1K - $17.2K
873 $14K
REG
Regency Centers Corp

Real Estate
-261
- 47.8%
$65.48 - $74.74 $17.1K - $19.5K
285 $20K
INVH
Invitation Homes Inc.

Real Estate
-538
- 50.66%
$30.53 - $35.47 $16.4K - $19.1K
524 $17K
EQR
Equity Residential

Real Estate
-266
- 51.25%
$61.82 - $71.72 $16.4K - $19.1K
253 $17K
KIM
Kimco Realty Corp

Real Estate
-869
- 49.01%
$18.7 - $21.69 $16.3K - $18.8K
904 $19K
PPL
Ppl Corp

Utilities
-249
- 6.16%
$33.45 - $36.5 $8.33K - $9.09K
3.79K $128K
PEAK
Healthpeak Properties, Inc.

Real Estate
-863
- 47.81%
N/A
942 $17K
PLD
Prologis, Inc.

Real Estate
-141
- 45.93%
$89.76 - $112.34 $12.7K - $15.8K
166 $17K
KO
Coca Cola CO

Consumer Defensive
-227
- 25.77%
$68.37 - $73.9 $15.5K - $16.8K
654 $46K
RYN
Rayonier Inc

Real Estate
-474
- 40.76%
$22.12 - $28.02 $10.5K - $13.3K
689 $15K
ESS
Essex Property Trust, Inc.

Real Estate
-56
- 49.12%
N/A
58 $15K
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 7.8%
$908.13 - $1056.85 $35.4K - $41.2K
461 $456K
FRT
Federal Realty Investment Trust

Real Estate
-147
- 48.51%
$83.56 - $99.08 $12.3K - $14.6K
156 $14K
EXR
Extra Space Storage Inc.

Real Estate
-99
- 50.51%
$126.61 - $152.99 $12.5K - $15.1K
97 $14K
EQIX
Equinix Inc

Real Estate
-18
- 48.65%
$740.07 - $914.43 $13.3K - $16.5K
19 $15K
TSLA
Tesla, Inc.

Consumer Cyclical
-140
- 27.08%
$221.86 - $362.89 $31.1K - $50.8K
377 $119K
Activity Summary
Buys All Purchases 50 New Holdings 14 Increased Positions 36 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email