Dynamic Wealth Strategies, LLC Sells in Q2 2025

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSGP
Costar Group, Inc.

Real Estate
-185
- 48.05%
$72.62 - $83.22 $13.4K - $15.4K
200 $16K
DLR
Digital Realty Trust, Inc.

Real Estate
-126
- 47.91%
$136.11 - $177.69 $17.1K - $22.4K
137 $23K
VGSH
Vanguard

ETFs
-242
- 6.37%
$58.32 - $58.95 $14.1K - $14.3K
3.56K $209K
BXP
Boston Properties Inc

Real Estate
-203
- 45.62%
$56.86 - $74.12 $11.5K - $15K
242 $16K
MRK
Merck & Co., Inc.

Healthcare
-34
- 4.02%
$73.47 - $87.12 $2.5K - $2.96K
811 $64K
LEN
Lennar Corp

Consumer Cyclical
-91
- 48.66%
$102.76 - $115.66 $9.35K - $10.5K
96 $10K
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 7.6%
$335.24 - $380.78 $10.4K - $11.8K
377 $138K
MCK
Mckesson Corp

Healthcare
-28
- 16.28%
$652.83 - $732.78 $18.3K - $20.5K
144 $105K
ITW
Illinois Tool Works Inc

Industrials
-39
- 11.44%
$218.41 - $252.43 $8.52K - $9.84K
302 $74K
LMT
Lockheed Martin Corp

Industrials
-37
- 6.85%
$430.82 - $486.45 $15.9K - $18K
503 $232K
MDT
Medtronic PLC

Healthcare
-40
- 2.02%
$80.68 - $88.86 $3.23K - $3.55K
1.94K $168K
VTR
Ventas, Inc.

Real Estate
-109
- 48.23%
$62.45 - $70.08 $6.81K - $7.64K
117 $7K
VNQ
Vanguard Specialized Funds Van

ETFs
-54
- 2.39%
$79.79 - $91.42 $4.31K - $4.94K
2.21K $196K
NEE
Nextera Energy Inc

Utilities
-68
- 4.13%
$64.11 - $75.0 $4.36K - $5.1K
1.58K $109K
WMT
Walmart Inc.

Consumer Defensive
-405
- 12.61%
$81.79 - $99.98 $33.1K - $40.5K
2.81K $274K
ADSK
Autodesk, Inc.

Technology
-29
- 6.94%
N/A
389 $95K
JKHY
Henry Jack & Associates Inc

Technology
-27
- 4.01%
$163.54 - $186.02 $4.42K - $5.02K
646 $116K
ADBE
Adobe Inc.

Technology
-18
- 3.89%
$340.0 - $420.68 $6.12K - $7.57K
445 $172K
SPG
Simon Property Group Inc

Real Estate
-14
- 28.57%
$140.37 - $171.44 $1.97K - $2.4K
35 $5K
SCHW
Schwab Charles Corp

Financial Services
-246
- 15.87%
$69.06 - $91.24 $17K - $22.4K
1.3K $118K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-63
- 2.78%
$25.21 - $34.03 $1.59K - $2.14K
2.21K $66K
XLP
Consumer Staples Sector Spdr

ETFs
-24
- 9.76%
N/A
222 $16K
ZM
Zoom Video Communications, Inc.

Technology
-34
- 8.21%
$66.7 - $84.62 $2.27K - $2.88K
380 $29K
CRM
Salesforce, Inc.

Technology
-25
- 2.0%
$236.26 - $291.15 $5.91K - $7.28K
1.23K $334K
Jacobs Solutions Inc
-64
- 5.25%
N/A
1.16K $0
Labcorp Holdings Inc
-25
- 3.78%
N/A
637 $0
Lam Research Corp
-397
- 12.5%
N/A
2.78K $0
Blackrock Inc
-5
- 3.91%
N/A
123 $0
Cooper Cos Inc
-26
- 5.43%
N/A
453 $0
CVS
Cvs Health Corp

Healthcare
-2
- 1.83%
$60.04 - $70.18 $120 - $140
107 $7K
CME
Cme Group Inc.

Financial Services
-28
- 3.2%
$252.37 - $290.71 $7.07K - $8.14K
847 $233K
SNPS
Synopsys Inc

Technology
-20
- 14.08%
$380.9 - $517.66 $7.62K - $10.4K
122 $62K
FTNT
Fortinet, Inc.

Technology
-148
- 7.31%
$84.71 - $108.69 $12.5K - $16.1K
1.88K $198K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-58
- 1.53%
$37.18 - $42.55 $2.16K - $2.47K
3.74K $158K
CSCO
Cisco Systems, Inc.

Technology
-72
- 3.44%
$53.19 - $69.38 $3.83K - $5K
2.02K $140K
AMZN
Amazon Com Inc

Consumer Cyclical
-321
- 11.47%
$167.32 - $223.3 $53.7K - $71.7K
2.48K $543K
COF
Capital One Financial Corp

Financial Services
-183
- 11.88%
$150.57 - $212.76 $27.6K - $38.9K
1.36K $288K
BWA
Borgwarner Inc

Consumer Cyclical
-326
- 6.12%
$24.84 - $33.92 $8.1K - $11.1K
5K $167K
HON
Honeywell International Inc

Industrials
-36
- 2.88%
$182.86 - $232.88 $6.58K - $8.38K
1.22K $283K
GOOGL
Alphabet Inc.

Communication Services
-272
- 7.25%
$144.7 - $178.6 $39.4K - $48.6K
3.48K $613K
AMD
Advanced Micro Devices Inc

Technology
-62
- 5.37%
$78.21 - $143.81 $4.85K - $8.92K
1.09K $154K
KLAC
Kla Corp

Technology
-24
- 8.48%
$576.53 - $902.94 $13.8K - $21.7K
259 $231K
JPM
Jpmorgan Chase & CO

Financial Services
-83
- 5.69%
$210.28 - $289.91 $17.5K - $24.1K
1.38K $398K
META
Meta Platforms, Inc.

Communication Services
-6
- 1.19%
$484.66 - $738.09 $2.91K - $4.43K
500 $369K
NOW
Service Now, Inc.

Technology
-22
- 5.0%
$721.65 - $1040.18 $15.9K - $22.9K
418 $429K
MSFT
Microsoft Corp

Technology
-17
- 1.16%
$354.56 - $497.45 $6.03K - $8.46K
1.45K $723K
Activity Summary
Buys All Purchases 50 New Holdings 14 Increased Positions 36 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email