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Portfolio (Quarterly) Guide ↗

Dynamic Wealth Strategies, LLC

· CIK 0001812853
13F Portfolio $150M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 241 New
Page 3 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOW SERVICENOW INC Technology 515.0 $474K 0.32% NEW $920.28 -89.2%
42 GLD SPDR GOLD TR Financial Services 1,273.0 $453K 0.30% NEW $355.47 +17.3%
43 META META PLATFORMS INC Communication Services 584.0 $429K 0.29% NEW $734.38 -17.3%
44 VUG VANGUARD INDEX FDS 821.0 $394K 0.26% NEW $479.61 -81.8%
45 VCIT VANGUARD SCOTTSDALE FDS 4,548.0 $383K 0.26% NEW $84.11 -2.3%
46 CRM SALESFORCE INC Technology 1,588.0 $376K 0.25% NEW $237.00 -25.6%
47 MUB ISHARES TR 3,394.0 $361K 0.24% NEW $106.49 -0.4%
48 XLU SELECT SECTOR SPDR TR 4,032.0 $352K 0.23% NEW $87.21 -48.4%
49 ITA ISHARES TR 1,597.0 $334K 0.22% NEW $209.26 +6.6%
50 LRCX LAM RESEARCH CORP Technology 2,413.0 $323K 0.22% NEW $133.90 +125.7%
51 LMT LOCKHEED MARTIN CORP Industrials 629.0 $314K 0.21% NEW $499.21 +4.7%
52 ADI ANALOG DEVICES INC Technology 1,230.0 $302K 0.20% NEW $245.70 +56.4%
53 TMO THERMO FISHER SCIENTIFIC INC Healthcare 620.0 $301K 0.20% NEW $485.02 -6.9%
54 BNDX VANGUARD CHARLOTTE FDS 6,048.0 $299K 0.20% NEW $49.46 -3.0%
55 WMT WALMART INC Consumer Defensive 2,832.0 $292K 0.20% NEW $103.06 +27.0%
56 COF CAPITAL ONE FINL CORP Financial Services 1,339.0 $285K 0.19% NEW $212.58 -12.2%
57 TRV TRAVELERS COMPANIES INC Financial Services 1,017.0 $284K 0.19% NEW $279.22 +9.9%
58 XOM EXXON MOBIL CORP Energy 2,369.0 $267K 0.18% NEW $112.75 +38.6%
59 HON HONEYWELL INTL INC Industrials 1,251.0 $263K 0.18% NEW $210.50 +6.3%
60 CVX CHEVRON CORP NEW Energy 1,646.0 $256K 0.17% NEW $155.29 +23.0%
Page 3 of 13  ·  241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 15.1%
Communication Services 10.6%
Consumer Cyclical 10.4%
Healthcare 9.8%
Industrials 8.1%
Consumer Defensive 6.3%
Real Estate 4.3%
Energy 3.1%
Utilities 2.6%