Dynamic Wealth Strategies, LLC New Holdings in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
116
New
$206.38 - $242.18 $23.9K - $28.1K
116 $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
CNS
Cohen & Steers, Inc.

Financial Services
235
New
$75.52 - $92.6 $17.7K - $21.8K
235 $18K
XLP
Consumer Staples Sector Spdr

ETFs
246
New
N/A
246 $18K
LIT
Global X Fds Global X Lithium

ETFs
405
New
$38.8 - $42.84 $15.7K - $17.4K
405 $15K
DIS
Walt Disney CO

Communication Services
153
New
$96.87 - $114.0 $14.8K - $17.4K
153 $15K
WDAY
Workday, Inc.

Technology
65
New
$233.53 - $277.82 $15.2K - $18.1K
65 $15K
CI
Cigna Corp

Healthcare
44
New
$274.49 - $329.0 $12.1K - $14.5K
44 $14K
BBC
Bioshares Biotechnology

ETFs
802
New
$17.54 - $24.92 $14.1K - $20K
802 $14K
CWK
Cushman & Wakefield PLC

Real Estate
1.42K
New
$10.19 - $13.87 $14.5K - $19.7K
1.42K $14K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$128.74 - $138.67 $12.9K - $13.9K
100 $13K
APH
Amphenol Corp

Technology
191
New
$61.62 - $78.55 $11.8K - $15K
191 $12K
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
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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
384
New
$24.73 - $25.62 $9.5K - $9.84K
384 $9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
27
New
$360.07 - $417.26 $9.72K - $11.3K
27 $9K
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
CTVA
Corteva, Inc.

Basic Materials
142
New
$55.94 - $66.15 $7.94K - $9.39K
142 $8K
SPG
Simon Property Group Inc

Real Estate
49
New
$159.48 - $187.78 $7.81K - $9.2K
49 $8K
K
Kellogg CO

Consumer Defensive
100
New
$81.06 - $82.9 $8.11K - $8.29K
100 $8K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$165.25 - $224.62 $8.26K - $11.2K
50 $8K
IDA
Idacorp Inc

Utilities
75
New
$105.58 - $119.04 $7.92K - $8.93K
75 $8K
CVS
Cvs Health Corp

Healthcare
109
New
$44.22 - $68.64 $4.82K - $7.48K
109 $7K
ARKG
Ark Genomic Revolution ETF (De

ETFs
375
New
$20.76 - $29.81 $7.79K - $11.2K
375 $7K
BOTZ
Global X Fds

ETFs
278
New
$28.46 - $34.53 $7.91K - $9.6K
278 $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
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
CCL
Carnival Corp

Consumer Cyclical
300
New
$19.08 - $28.49 $5.72K - $8.55K
300 $5K
EXEL
Exelixis, Inc.

Healthcare
141
New
$32.38 - $39.16 $4.57K - $5.52K
141 $5K
NTRA
Natera, Inc.

Healthcare
36
New
$132.63 - $177.0 $4.77K - $6.37K
36 $5K
EXAS
Exact Sciences Corp

Healthcare
112
New
$43.04 - $58.51 $4.82K - $6.55K
112 $4K
ILMN
Illumina, Inc.

Healthcare
58
New
$79.34 - $144.22 $4.6K - $8.36K
58 $4K
BIIB
Biogen Inc.

Healthcare
33
New
$133.43 - $153.27 $4.4K - $5.06K
33 $4K
DOW
Dow Inc.

Basic Materials
142
New
$34.36 - $41.92 $4.88K - $5.95K
142 $4K
INTC
Intel Corp

Technology
220
New
$19.1 - $27.39 $4.2K - $6.03K
220 $4K
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
IONS
Ionis Pharmaceuticals Inc

Healthcare
80
New
$30.17 - $34.97 $2.41K - $2.8K
80 $2K
MYGN
Myriad Genetics Inc

Healthcare
276
New
$8.87 - $14.98 $2.45K - $4.13K
276 $2K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
131
New
$16.61 - $20.29 $2.18K - $2.66K
131 $2K
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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