Dynamic Wealth Strategies, LLC Purchases in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
845
New
$83.01 - $101.02 $70.1K - $85.4K
845 $75K
VAW
Vanguard Materials ETF

ETFs
383
New
$185.71 - $202.46 $71.1K - $77.5K
383 $72K
JCI
Johnson Controls International PLC

Industrials
897
New
$76.12 - $90.6 $68.3K - $81.3K
897 $71K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.27K
New
$28.45 - $41.08 $64.5K - $93.2K
2.27K $68K
EMR
Emerson Electric CO

Industrials
628
New
$108.64 - $131.17 $68.2K - $82.4K
628 $68K
SPY
Spdr S&P 500 ETF Trust

ETFs
119
New
$551.42 - $612.93 $65.6K - $72.9K
119 $66K
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
EMB
Ishares Tr

ETFs
239
+ 0.98%
$88.64 - $92.03 $21.2K - $22K
24.6K $2.22M
GILD
Gilead Sciences, Inc.

Healthcare
86
+ 3.74%
$89.14 - $117.41 $7.67K - $10.1K
2.39K $267K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
950
New
$57.21 - $65.8 $54.3K - $62.5K
950 $55K
SPSB
Spdr Portfolio Short Term Corp

ETFs
357
+ 0.22%
$29.82 - $30.1 $10.6K - $10.7K
161K $4.84M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
685
+ 3.3%
$46.18 - $47.84 $31.6K - $32.8K
21.4K $1.02M
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
PFG
Principal Financial Group Inc

Financial Services
528
New
$76.34 - $89.04 $40.3K - $47K
528 $44K
XLB
Select Sector Spdr Fd Material

ETFs
521
New
$83.19 - $90.99 $43.3K - $47.4K
521 $44K
MO
Altria Group, Inc.

Consumer Defensive
741
New
$50.81 - $60.02 $37.7K - $44.5K
741 $44K
SUI
Sun Communities Inc

Real Estate
330
New
$120.53 - $136.43 $39.8K - $45K
330 $42K
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
IVV
Ishares Core S&P 500 ETF

ETFs
67
New
$554.06 - $615.85 $37.1K - $41.3K
67 $37K
INVH
Invitation Homes Inc.

Real Estate
1.06K
New
$30.28 - $34.85 $32.2K - $37K
1.06K $37K
KR
Kroger CO

Consumer Defensive
559
New
$58.36 - $67.72 $32.6K - $37.9K
559 $37K
KIM
Kimco Realty Corp

Real Estate
1.77K
New
$20.15 - $23.42 $35.7K - $41.5K
1.77K $37K
EQR
Equity Residential

Real Estate
519
New
$66.98 - $75.02 $34.8K - $38.9K
519 $37K
DLR
Digital Realty Trust, Inc.

Real Estate
263
New
$142.1 - $183.56 $37.4K - $48.3K
263 $37K
MA
Mastercard Inc

Financial Services
66
New
$504.67 - $576.31 $33.3K - $38K
66 $36K
VCIT
Vanguard Intermediate Term Cor

ETFs
315
+ 4.88%
$79.17 - $82.04 $24.9K - $25.8K
6.77K $553K
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
280
New
$112.81 - $126.16 $31.6K - $35.3K
280 $34K
RYN
Rayonier Inc

Real Estate
1.16K
New
$24.95 - $28.24 $29K - $32.8K
1.16K $32K
CME
Cme Group Inc.

Financial Services
6
+ 0.69%
$225.82 - $266.54 $1.35K - $1.6K
875 $232K
CMCSA
Comcast Corp

Communication Services
857
New
$33.19 - $38.23 $28.4K - $32.8K
857 $31K
BA
Boeing CO

Industrials
186
New
$148.15 - $186.25 $27.6K - $34.6K
186 $31K
AMGN
Amgen Inc

Healthcare
100
New
$258.59 - $327.36 $25.9K - $32.7K
100 $31K
ESS
Essex Property Trust, Inc.

Real Estate
114
New
N/A
114 $31K
XOM
Exxon Mobil Corp

Energy
31
+ 1.31%
$105.44 - $118.93 $3.27K - $3.69K
2.4K $285K
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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