Dynamic Wealth Strategies, LLC Incresed Positions in Q2 2024

Dynamic Wealth Strategies, LLC

  • $116 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
22.5K
+ 38.92%
$32.02 - $32.68 $721K - $736K
80.3K $2.62M
XLU
Utilities Sector Spdr

ETFs
1.88K
+ 80.86%
$62.77 - $72.87 $118K - $137K
4.21K $287K
AAPL
Apple Inc.

Technology
8
+ 0.28%
$165.0 - $216.67 $1.32K - $1.73K
2.9K $610K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.26K
+ 3.07%
$76.09 - $82.16 $248K - $267K
109K $8.56M
NVDA
Nvidia Corp

Technology
2.14K
+ 932.75%
$118.11 - $1224.4 $252K - $2.62M
2.37K $292K
VGSH
Vanguard

ETFs
1.41K
+ 47.73%
$57.55 - $58.0 $81.1K - $81.8K
4.36K $253K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.5%
$704.88 - $870.75 $2.11K - $2.61K
599 $509K
IBB
Ishares Biotechnology ETF

ETFs
313
+ 638.78%
$124.64 - $139.96 $39K - $43.8K
362 $50K
AMD
Advanced Micro Devices Inc

Technology
302
+ 37.01%
$144.27 - $183.34 $43.6K - $55.4K
1.12K $181K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
363
+ 26.13%
$82.22 - $94.12 $29.8K - $34.2K
1.75K $162K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.6%
$724.87 - $909.04 $725 - $909
169 $153K
FTNT
Fortinet, Inc.

Technology
547
+ 37.08%
$57.94 - $71.32 $31.7K - $39K
2.02K $122K
REZ
Ishares Tr Residential And Mul

ETFs
86
+ 3.8%
$68.06 - $77.1 $5.85K - $6.63K
2.35K $181K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7
+ 0.52%
$67.89 - $89.5 $475 - $627
1.36K $120K
ANET
Arista Networks, Inc.

Technology
4
+ 2.21%
$245.47 - $350.48 $982 - $1.4K
185 $65K
XLV
Select Sector Spdr Fund Health

ETFs
149
+ 3.46%
$138.43 - $147.09 $20.6K - $21.9K
4.46K $649K
EWJ
Ishares Msci Japan ETF

ETFs
772
+ 5.68%
$66.01 - $70.48 $51K - $54.4K
14.4K $981K
NOW
Service Now, Inc.

Technology
1
+ 0.23%
$643.29 - $786.67 $643 - $787
430 $338K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.67%
$142.05 - $197.88 $426 - $594
454 $90K
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 1.07%
$471.28 - $533.64 $1.89K - $2.13K
378 $195K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
215
+ 6.87%
$37.5 - $39.27 $8.06K - $8.44K
3.35K $129K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 1.79%
$439.2 - $524.63 $1.32K - $1.57K
171 $87K
APH
Amphenol Corp

Technology
132
+ 100.0%
$67.16 - $136.4 $8.87K - $18K
264 $18K
PFE
Pfizer Inc

Healthcare
13
+ 0.23%
$25.26 - $29.6 $328 - $385
5.64K $158K
PPL
Ppl Corp

Utilities
35
+ 0.82%
$26.01 - $29.84 $910 - $1.04K
4.3K $119K
COLD
Americold Realty Trust

Real Estate
10
+ 1.76%
$21.97 - $27.41 $220 - $274
578 $15K
PSA
Public Storage

Real Estate
2
+ 0.59%
$257.73 - $293.34 $515 - $587
343 $99K
D
Dominion Energy, Inc

Utilities
14
+ 0.51%
$46.86 - $53.94 $656 - $755
2.79K $136K
PLD
Prologis, Inc.

Real Estate
9
+ 7.56%
$101.88 - $127.92 $917 - $1.15K
128 $14K
VZ
Verizon Communications Inc

Communication Services
35
+ 0.88%
$38.6 - $42.84 $1.35K - $1.5K
4.03K $166K
XOM
Exxon Mobil Corp

Energy
14
+ 0.6%
$108.36 - $122.2 $1.52K - $1.71K
2.36K $272K
UNIT
Uniti Group Inc.

Real Estate
2.31K
+ 75.85%
$2.65 - $6.03 $6.12K - $13.9K
5.36K $16K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.99%
$163.33 - $183.11 $327 - $366
205 $34K
Jacobs Solutions Inc
96
+ 8.94%
N/A
1.17K $163K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 1.03%
$396.73 - $420.24 $1.59K - $1.68K
394 $160K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.6%
$158.55 - $174.17 $634 - $697
667 $111K
ADSK
Autodesk, Inc.

Technology
4
+ 0.98%
$199.93 - $259.44 $800 - $1.04K
411 $102K
BLK
Black Rock Inc.

Financial Services
1
+ 0.81%
$747.3 - $826.77 $747 - $827
125 $98K
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.86%
$45.52 - $50.04 $1.23K - $1.35K
3.17K $151K
VRSN
Verisign Inc

Technology
6
+ 1.09%
$168.32 - $191.42 $1.01K - $1.15K
558 $99K
JNJ
Johnson & Johnson

Healthcare
28
+ 2.81%
$144.38 - $157.78 $4.04K - $4.42K
1.03K $150K
Cooper Cos Inc
9
+ 1.31%
N/A
697 $61K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.87%
$235.01 - $265.23 $705 - $796
347 $82K
GILD
Gilead Sciences, Inc.

Healthcare
36
+ 1.43%
$63.15 - $72.88 $2.27K - $2.62K
2.56K $175K
CME
Cme Group Inc.

Financial Services
19
+ 2.18%
$194.1 - $216.77 $3.69K - $4.12K
889 $175K
BWA
Borgwarner Inc

Consumer Cyclical
19
+ 0.33%
$31.86 - $37.72 $605 - $717
5.7K $184K
DIS
Walt Disney CO

Communication Services
19
+ 2.6%
$99.29 - $122.82 $1.89K - $2.33K
751 $75K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 1.16%
$325.1 - $368.03 $1.95K - $2.21K
522 $180K
EFV
Msci Eafe Value ETF

ETFs
867
+ 1.7%
$52.34 - $56.41 $45.4K - $48.9K
51.8K $2.75M
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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