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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 7 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APD AIR PRODS & CHEMS INC COM Basic Materials 340.0 $84K 0.05% -181.0 -34.7% $247.02 +17.5%
122 PG PROCTER AND GAMBLE CO COM Consumer Defensive 585.0 $84K 0.05% $143.31 -0.6%
123 AMT AMERICAN TOWER CORP NEW COM Real Estate 466.0 $82K 0.05% +99.0 +27.0% $175.57 +4.7%
124 MCD MCDONALDS CORP COM Consumer Cyclical 267.0 $82K 0.05% $305.63 -7.0%
125 SPY SPDR S&P 500 ETF TRUST Financial Services 119.0 $81K 0.05% $681.92 +8.9%
126 VAW VANGUARD MATERIALS ETF 386.0 $80K 0.05% +2.0 +0.5% $207.55 +9.2%
127 MDT MEDTRONIC PLC SHS Healthcare 818.0 $79K 0.05% -1K -56.7% $96.06 -18.6%
128 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 1,642.0 $74K 0.04% +1K +215.2% $45.35 +10.3%
129 IBB ISHARES BIOTECHNOLOGY ETF 422.0 $71K 0.04% +60.0 +16.6% $168.77 +0.2%
130 EMR EMERSON ELEC CO COM Industrials 531.0 $70K 0.04% -97.0 -15.4% $132.72 +1.6%
131 GE GE AEROSPACE COM NEW Industrials 208.0 $64K 0.04% $308.03 -2.0%
132 IJH ISHARES CORE S&P MID-CAP ETF 950.0 $63K 0.04% $66.00 +10.5%
133 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,352.0 $60K 0.04% +1K +389.9% $44.71 +32.3%
134 OMC OMNICOM GROUP INC COM Communication Services 682.0 $55K 0.03% -115.0 -14.4% $80.75 -8.6%
135 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 193.0 $54K 0.03% $278.92 -9.0%
136 MCK MCKESSON CORP COM Healthcare 65.0 $53K 0.03% -6.0 -8.4% $820.29 -6.6%
137 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 959.0 $52K 0.03% +500.0 +108.9% $53.83 +14.2%
138 MGK VANGUARD MEGA CAP GROWTH ETF 121.0 $50K 0.03% $412.77 -78.5%
139 UNH UNITEDHEALTH GROUP INC COM Healthcare 149.0 $49K 0.03% -153.0 -50.7% $330.11 +16.1%
140 REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 588.0 $49K 0.03% -7K -91.9% $82.64 +10.9%
Page 7 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%