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
BOTZ
Global X Fds

ETFs
278
New
$28.46 - $34.53 $7.91K - $9.6K
278 $7K
CAH
Cardinal Health Inc

Healthcare
49
New
$118.02 - $137.77 $5.78K - $6.75K
49 $6K
GH
Guardant Health, Inc.

Healthcare
119
New
$31.77 - $49.94 $3.78K - $5.94K
119 $5K
EXEL
Exelixis, Inc.

Healthcare
141
New
$32.38 - $39.16 $4.57K - $5.52K
141 $5K
CCL
Carnival Corp

Consumer Cyclical
300
New
$19.08 - $28.49 $5.72K - $8.55K
300 $5K
NTRA
Natera, Inc.

Healthcare
36
New
$132.63 - $177.0 $4.77K - $6.37K
36 $5K
DOW
Dow Inc.

Basic Materials
142
New
$34.36 - $41.92 $4.88K - $5.95K
142 $4K
EXAS
Exact Sciences Corp

Healthcare
112
New
$43.04 - $58.51 $4.82K - $6.55K
112 $4K
BIIB
Biogen Inc.

Healthcare
33
New
$133.43 - $153.27 $4.4K - $5.06K
33 $4K
COF
Capital One Financial Corp

Financial Services
14
+ 0.92%
$163.87 - $209.82 $2.29K - $2.94K
1.54K $276K
INTC
Intel Corp

Technology
220
New
$19.1 - $27.39 $4.2K - $6.03K
220 $4K
XLY
Select Sector Spdr Consumer Di

ETFs
264
+ 14.61%
$192.6 - $233.2 $50.8K - $61.6K
2.07K $408K
WBD
Warner Bros. Discovery, Inc.

Communication Services
330
New
$9.47 - $11.46 $3.13K - $3.78K
330 $3K
SGMO
Sangamo Therapeutics, Inc

Healthcare
5.6K
New
$0.66 - $1.37 $3.7K - $7.67K
5.6K $3K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
131
New
$16.61 - $20.29 $2.18K - $2.66K
131 $2K
IONS
Ionis Pharmaceuticals Inc

Healthcare
80
New
$30.17 - $34.97 $2.41K - $2.8K
80 $2K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26
New
$95.85 - $99.25 $2.49K - $2.58K
26 $2K
CYTK
Cytokinetics Inc

Healthcare
68
New
$40.19 - $51.12 $2.73K - $3.48K
68 $2K
MYGN
Myriad Genetics Inc

Healthcare
276
New
$8.87 - $14.98 $2.45K - $4.13K
276 $2K
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.03%
$105.3 - $106.24 $211 - $212
6.51K $687K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
New
$175.5 - $209.86 $1.4K - $1.68K
8 $1K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
1.68K
New
$1.14 - $2.1 $1.91K - $3.52K
1.68K $1K
MRNA
Moderna, Inc.

Healthcare
40
New
$28.35 - $47.53 $1.13K - $1.9K
40 $1K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
808
New
$2.21 - $6.13 $1.79K - $4.95K
808 $1K
RGNX
Regenxbio Inc.

Healthcare
191
New
$5.92 - $8.7 $1.13K - $1.66K
191 $1K
AIV
Apartment Investment & Management CO

Real Estate
0
New
$8.54 - $9.12 $0 - $0
0 $0
Blackrock Inc
128
New
N/A
128 $0
KPOP
Exchange Traded Concepts Tr
100
New
N/A
100 $0
Cooper Cos Inc
479
New
N/A
479 $0
Fortrea Hldgs Inc
40
New
N/A
40 $0
NVAX
Novavax Inc

Healthcare
120
New
$6.41 - $10.82 $769 - $1.3K
120 $0
NKE
Nike, Inc.

Consumer Cyclical
1
New
$63.29 - $81.72 $63.3 - $81.7
1 $0
Phinia Inc
113
New
N/A
113 $0
Millrose Pptys Inc
93
New
N/A
93 $0
OABI
Omniab Inc Com
411
New
N/A
411 $0
Lam Research Corp
100
+ 3.25%
N/A
3.18K $0
Labcorp Holdings Inc
662
New
N/A
662 $0
XLC
Select Sector Spdr Tr Communic

ETFs
26
+ 0.38%
$94.84 - $105.31 $2.47K - $2.74K
6.83K $658K
Jacobs Solutions Inc
1.22K
New
N/A
1.22K $0
Ge Vernova Inc
52
New
N/A
52 $0
BNDX
Vanguard Total International B

ETFs
19
+ 0.06%
$48.33 - $49.5 $918 - $941
31.9K $1.56M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.05K
+ 1.81%
$30.73 - $32.26 $32.2K - $33.8K
58.8K $1.81M
LMT
Lockheed Martin Corp

Industrials
17
+ 3.25%
$423.19 - $506.29 $7.19K - $8.61K
540 $241K
ADBE
Adobe Inc.

Technology
12
+ 2.66%
$377.84 - $464.11 $4.53K - $5.57K
463 $177K
NVDA
Nvidia Corp

Technology
298
+ 11.06%
$106.98 - $149.43 $31.9K - $44.5K
2.99K $324K
AMZN
Amazon Com Inc

Consumer Cyclical
134
+ 5.03%
$190.26 - $242.06 $25.5K - $32.4K
2.8K $532K
MSFT
Microsoft Corp

Technology
17
+ 1.17%
$375.39 - $447.2 $6.38K - $7.6K
1.47K $552K
CRM
Salesforce, Inc.

Technology
17
+ 1.38%
$268.36 - $359.95 $4.56K - $6.12K
1.25K $335K
NOW
Service Now, Inc.

Technology
11
+ 2.56%
$783.83 - $1170.39 $8.62K - $12.9K
440 $350K
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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