Dynamic Wealth Strategies, LLC Incresed Positions in Q3 2025

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DPZ
Dominos Pizza Inc

Consumer Cyclical
48
+ 14.81%
$422.75 - $485.53 $20.3K - $23.3K
372 $160K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
862
+ 39.09%
$25.09 - $33.65 $21.6K - $29K
3.07K $79K
MRK
Merck & Co., Inc.

Healthcare
87
+ 10.73%
$77.6 - $87.37 $6.75K - $7.6K
898 $75K
OMC
Omnicom Group Inc.

Communication Services
33
+ 4.32%
$70.41 - $81.53 $2.32K - $2.69K
797 $64K
RYN
Rayonier Inc

Real Estate
253
+ 36.72%
$22.68 - $27.11 $5.74K - $6.86K
942 $25K
PLD
Prologis, Inc.

Real Estate
58
+ 34.94%
$104.08 - $115.35 $6.04K - $6.69K
224 $25K
EQIX
Equinix Inc

Real Estate
11
+ 57.89%
$756.7 - $811.13 $8.32K - $8.92K
30 $23K
VNQ
Vanguard Specialized Funds Van

ETFs
19
+ 0.86%
$88.47 - $93.24 $1.68K - $1.77K
2.23K $203K
KIM
Kimco Realty Corp

Real Estate
247
+ 27.32%
$20.74 - $22.79 $5.12K - $5.63K
1.15K $25K
PSA
Public Storage

Real Estate
22
+ 6.77%
$271.94 - $298.09 $5.98K - $6.56K
347 $100K
SPG
Simon Property Group Inc

Real Estate
16
+ 45.71%
$159.93 - $187.67 $2.56K - $3K
51 $9K
AMT
American Tower Corp

Real Estate
61
+ 19.93%
$192.32 - $232.35 $11.7K - $14.2K
367 $70K
O
Realty Income Corp

Real Estate
4
+ 1.01%
$56.13 - $60.79 $225 - $243
401 $24K
FTNT
Fortinet, Inc.

Technology
512
+ 27.29%
$74.39 - $107.65 $38.1K - $55.1K
2.39K $200K
Labcorp Holdings Inc
35
+ 5.49%
N/A
672 $0
Blackrock Inc
11
+ 8.94%
N/A
134 $0
Jacobs Solutions Inc
250
+ 21.65%
N/A
1.41K $0
Cooper Cos Inc
1.03K
+ 226.49%
N/A
1.48K $0
EXR
Extra Space Storage Inc.

Real Estate
8
+ 8.25%
$134.36 - $152.88 $1.07K - $1.22K
105 $14K
INVH
Invitation Homes Inc.

Real Estate
23
+ 4.39%
$28.9 - $32.78 $665 - $754
547 $16K
PINS
Pinterest, Inc.

Communication Services
655
+ 9.93%
$32.17 - $39.17 $21.1K - $25.7K
7.25K $233K
V
Visa Inc.

Financial Services
14
+ 2.36%
$332.09 - $358.86 $4.65K - $5.02K
607 $207K
JKHY
Henry Jack & Associates Inc

Technology
26
+ 4.02%
$148.45 - $182.09 $3.86K - $4.73K
672 $100K
HON
Honeywell International Inc

Industrials
35
+ 2.88%
$207.7 - $240.4 $7.27K - $8.41K
1.25K $263K
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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