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Portfolio (Quarterly) Guide ↗

Dynamic Wealth Strategies, LLC

· CIK 0001812853
13F Portfolio $168M AUM 250 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 96 Added 45 Reduced 10 Exited
Page 5 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADSK AUTODESK INC COM Technology 673.0 $199K 0.12% +264.0 +64.5% $296.01 -18.9%
82 NEE NEXTERA ENERGY INC COM Utilities 2,469.0 $198K 0.12% +511.0 +26.1% $80.28 +11.7%
83 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 4,417.0 $197K 0.12% +217.0 +5.2% $44.50 +3.1%
84 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 464.0 $193K 0.12% +92.0 +24.7% $416.82 -24.1%
85 TMUS T-MOBILE US INC COM Communication Services 951.0 $193K 0.12% +317.0 +50.0% $203.04 -6.3%
86 PPL PPL CORP COM Utilities 5,364.0 $188K 0.11% +1K +33.4% $35.02 +1.2%
87 JNJ JOHNSON & JOHNSON COM Healthcare 893.0 $185K 0.11% +60.0 +7.2% $206.95 +12.0%
88 VGSH VANGUARD SHORT-TERM TREASURY ETF 3,114.0 $183K 0.11% +360.0 +13.1% $58.73 -0.9%
89 IWM ISHARES RUSSELL 2000 ETF 695.0 $171K 0.10% $246.16 +14.8%
90 BSX BOSTON SCIENTIFIC CORP COM Healthcare 1,775.0 $169K 0.10% NEW $95.35 -40.1%
91 ANET ARISTA NETWORKS INC COM SHS Technology 1,286.0 $169K 0.10% NEW $131.03 +13.4%
92 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 8,290.0 $166K 0.10% +5K +170.3% $20.08 -13.7%
93 BLK BLACKROCK INC COM Financial Services 147.0 $157K 0.09% +13.0 +9.7% $1070.34 -0.6%
94 JKHY HENRY JACK & ASSOC INC COM Technology 851.0 $155K 0.09% +179.0 +26.6% $182.48 -23.5%
95 ESGE ISHARES ESG AWARE MSCI EM ETF 3,514.0 $155K 0.09% $44.17 +19.2%
96 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,000.0 $155K 0.09% NEW $155.12 +9.9%
97 MRK MERCK & CO INC COM Healthcare 1,343.0 $141K 0.08% +445.0 +49.5% $105.26 +10.1%
98 ITW ILLINOIS TOOL WKS INC COM Industrials 571.0 $141K 0.08% +102.0 +21.8% $246.30 +1.5%
99 TXN TEXAS INSTRS INC COM Technology 806.0 $140K 0.08% $173.49 +75.7%
100 PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 5,741.0 $139K 0.08% -1K -18.0% $24.16 -1.0%
Page 5 of 13  ·  250 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 29.3%
Financial Services 15.4%
Communication Services 11.2%
Healthcare 10.4%
Consumer Cyclical 10.2%
Industrials 7.4%
Consumer Defensive 5.7%
Real Estate 3.6%
Energy 3.4%
Utilities 2.5%