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Portfolio (Quarterly) Guide ↗

Dynamic Wealth Strategies, LLC

· CIK 0001812853
13F Portfolio $188M AUM 291 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 55 New 72 Added 78 Reduced 14 Exited
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROK ROCKWELL AUTOMATION INC COM Industrials 94.0 $47K 0.03% -9.0 -8.7% $495.09 -14.3%
62 CEG CONSTELLATION ENERGY CORP COM Utilities 185.0 $46K 0.02% -100.0 -35.1% $248.37 +10.6%
63 TSLA TESLA INC COM Consumer Cyclical 99.0 $42K 0.02% -173.0 -63.6% $420.60 -12.5%
64 OMC OMNICOM GROUP INC COM Communication Services 459.0 $33K 0.02% -223.0 -32.7% $72.83 +20.2%
65 IAU ISHARES GOLD TRUST Financial Services 380.0 $29K 0.01% -66.0 -14.8% $75.51 +10.9%
66 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 94.0 $28K 0.01% -246.0 -72.3% $293.18 +5.6%
67 D DOMINION ENERGY INC COM Utilities 402.0 $27K 0.01% -24.0 -5.6% $68.29 -3.3%
68 MDT MEDTRONIC PLC SHS Healthcare 345.0 $27K 0.01% -473.0 -57.8% $78.23 +15.9%
69 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 459.0 $27K 0.01% -500.0 -52.1% $57.84 +7.3%
70 RYN RAYONIER INC COM Real Estate 900.0 $19K 0.01% -87.0 -8.8% $21.28 -3.7%
71 KIM KIMCO REALTY CORP COM Real Estate 700.0 $18K 0.01% -451.0 -39.2% $25.35 -6.5%
72 REGCO REGENCY CTRS CORP COM 201.0 $16K 0.01% -84.0 -29.5% $79.74
73 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 153.0 $14K 0.01% -435.0 -74.0% $94.69 -1.0%
74 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 100.0 $12K 0.01% -56.0 -35.9% $123.44 -6.0%
75 SUI SUN CMNTYS INC COM Real Estate 100.0 $12K 0.01% -71.0 -41.5% $119.91 +1.3%
76 VZ VERIZON COMMUNICATIONS INC COM Communication Services 263.0 $11K 0.01% -2.0 -0.8% $42.34 +18.1%
77 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 700.0 $9K 0.01% -33.0 -4.5% $13.39
78 COLD AMERICOLD REALTY TRUST INC COM Real Estate 3.0 $47.0 -870.0 -99.7% $15.67 -4.6%
Page 4 of 4  ·  78 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 28.6%
Financial Services 16.6%
Healthcare 12.7%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 7.8%
Consumer Defensive 5.8%
Real Estate 4.8%
Utilities 2.4%
Energy 2.1%