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
ZM
Zoom Video Communications, Inc.

Technology
414
New
$72.23 - $88.64 $29.9K - $36.7K
414 $30K
EQIX
Equinix Inc

Real Estate
37
New
$803.0 - $959.97 $29.7K - $35.5K
37 $30K
PEP
Pepsico Inc

Consumer Defensive
201
New
$142.64 - $156.42 $28.7K - $31.4K
201 $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
BXP
Boston Properties Inc

Real Estate
445
New
$63.97 - $74.91 $28.5K - $33.3K
445 $29K
MUB
Ishares National Muni Bond ETF

ETFs
310
+ 11.39%
$104.71 - $107.69 $32.5K - $33.4K
3.03K $319K
VZ
Verizon Communications Inc

Communication Services
645
New
$37.81 - $46.49 $24.4K - $30K
645 $29K
EXR
Extra Space Storage Inc.

Real Estate
196
New
$143.8 - $161.28 $28.2K - $31.6K
196 $29K
WY
Weyerhaeuser CO

Real Estate
979
New
$27.29 - $31.39 $26.7K - $30.7K
979 $28K
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
XLK
Technology Sector Spdr

ETFs
116
New
$206.38 - $242.18 $23.9K - $28.1K
116 $23K
D
Dominion Energy, Inc

Utilities
426
New
$52.85 - $57.43 $22.5K - $24.5K
426 $23K
IAU
Ishares Gold Trust

ETFs
380
New
$49.74 - $58.96 $18.9K - $22.4K
380 $22K
LEN
Lennar Corp

Consumer Cyclical
187
New
$113.93 - $141.54 $21.3K - $26.5K
187 $21K
ABUS
Arbutus Biopharma Corp

Healthcare
6.3K
New
$3.06 - $3.59 $19.3K - $22.6K
6.3K $21K
STE
Steris PLC

Healthcare
95
New
$202.46 - $232.74 $19.2K - $22.1K
95 $21K
DG
Dollar General Corp

Consumer Defensive
236
New
$68.44 - $87.93 $16.2K - $20.8K
236 $20K
XLP
Consumer Staples Sector Spdr

ETFs
246
New
N/A
246 $18K
CNS
Cohen & Steers, Inc.

Financial Services
235
New
$75.52 - $92.6 $17.7K - $21.8K
235 $18K
LIT
Global X Fds Global X Lithium

ETFs
405
New
$38.8 - $42.84 $15.7K - $17.4K
405 $15K
WDAY
Workday, Inc.

Technology
65
New
$233.53 - $277.82 $15.2K - $18.1K
65 $15K
DIS
Walt Disney CO

Communication Services
153
New
$96.87 - $114.0 $14.8K - $17.4K
153 $15K
VTR
Ventas, Inc.

Real Estate
226
New
$56.9 - $70.47 $12.9K - $15.9K
226 $15K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.2%
$890.62 - $1076.86 $891 - $1.08K
500 $472K
CWK
Cushman & Wakefield PLC

Real Estate
1.42K
New
$10.19 - $13.87 $14.5K - $19.7K
1.42K $14K
BBC
Bioshares Biotechnology

ETFs
802
New
$17.54 - $24.92 $14.1K - $20K
802 $14K
CI
Cigna Corp

Healthcare
44
New
$274.49 - $329.0 $12.1K - $14.5K
44 $14K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$128.74 - $138.67 $12.9K - $13.9K
100 $13K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
117
New
$104.87 - $112.53 $12.3K - $13.2K
117 $12K
EXC
Exelon Corp

Utilities
279
New
$37.3 - $46.08 $10.4K - $12.9K
279 $12K
APH
Amphenol Corp

Technology
191
New
$61.62 - $78.55 $11.8K - $15K
191 $12K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.76%
$225.19 - $279.95 $2.48K - $3.08K
1.46K $357K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
New
$402.49 - $513.76 $8.85K - $11.3K
22 $10K
DD
Du Pont De Nemours, Inc.

Basic Materials
142
New
$72.7 - $84.32 $10.3K - $12K
142 $10K
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
New
$360.07 - $417.26 $9.72K - $11.3K
27 $9K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
384
New
$24.73 - $25.62 $9.5K - $9.84K
384 $9K
SPG
Simon Property Group Inc

Real Estate
49
New
$159.48 - $187.78 $7.81K - $9.2K
49 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$165.25 - $224.62 $8.26K - $11.2K
50 $8K
ASML
Asml Holding Nv

Technology
13
New
$662.63 - $776.99 $8.61K - $10.1K
13 $8K
MMM
3 M CO

Industrials
58
New
$129.7 - $155.12 $7.52K - $9K
58 $8K
K
Kellogg CO

Consumer Defensive
100
New
$81.06 - $82.9 $8.11K - $8.29K
100 $8K
CTVA
Corteva, Inc.

Basic Materials
142
New
$55.94 - $66.15 $7.94K - $9.39K
142 $8K
IDA
Idacorp Inc

Utilities
75
New
$105.58 - $119.04 $7.92K - $8.93K
75 $8K
ARKG
Ark Genomic Revolution ETF (De

ETFs
375
New
$20.76 - $29.81 $7.79K - $11.2K
375 $7K
ISRG
Intuitive Surgical Inc

Healthcare
15
New
$476.63 - $610.45 $7.15K - $9.16K
15 $7K
INCY
Incyte Corp

Healthcare
117
New
$60.0 - $75.26 $7.02K - $8.81K
117 $7K
CVS
Cvs Health Corp

Healthcare
109
New
$44.22 - $68.64 $4.82K - $7.48K
109 $7K
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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