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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 9 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROK ROCKWELL AUTOMATION INC COM Industrials 94.0 $47K 0.03% -9.0 -8.7% $495.09 -14.3%
162 CEG CONSTELLATION ENERGY CORP COM Utilities 185.0 $46K 0.02% -100.0 -35.1% $248.37 +10.9%
163 IRT INDEPENDENCE RLTY TR INC COM Real Estate 2,685.0 $45K 0.02% $16.69 -3.0%
164 NSC NORFOLK SOUTHN CORP COM Industrials 142.0 $45K 0.02% NEW $314.59 +9.0%
165 TJX TJX COS INC NEW COM Consumer Cyclical 290.0 $44K 0.02% +10.0 +3.6% $151.50 -11.9%
166 SBUX STARBUCKS CORP COM Consumer Cyclical 427.0 $44K 0.02% $102.19 +4.0%
167 TSLA TESLA INC COM Consumer Cyclical 99.0 $42K 0.02% -173.0 -63.6% $420.60 -12.8%
168 BA BOEING CO COM Industrials 186.0 $40K 0.02% $216.47 -4.1%
169 IRM IRON MTN INC DEL COM Real Estate 300.0 $38K 0.02% NEW $126.31 -8.4%
170 MGV VANGUARD MEGA CAP VALUE ETF 229.0 $37K 0.02% $163.45 +2.3%
171 AMGN AMGEN INC COM Healthcare 103.0 $37K 0.02% +3.0 +3.0% $362.12 +18.7%
172 DUK DUKE ENERGY CORP NEW COM NEW Utilities 294.0 $37K 0.02% NEW $126.58 -5.0%
173 WM WASTE MGMT INC DEL COM Industrials 166.0 $37K 0.02% $222.88 -1.7%
174 O REALTY INCOME CORP COM Real Estate 585.0 $36K 0.02% +84.0 +16.8% $61.96 -0.9%
175 BAC BANK OF AMER CORP COM Financial Services 600.0 $34K 0.02% $56.98 +8.9%
176 MA MASTERCARD INCORPORATED CL A Financial Services 66.0 $34K 0.02% $513.61 +14.7%
177 APH AMPHENOL CORP CL A Technology 191.0 $34K 0.02% $176.32 -9.5%
178 OMC OMNICOM GROUP INC COM Communication Services 459.0 $33K 0.02% -223.0 -32.7% $72.83 +20.4%
179 SCHD SCHWAB US DIVIDEND EQUITY ETF 1,052.0 $33K 0.02% $31.71 +10.0%
180 T AT&T INC COM Communication Services 1,545.0 $32K 0.02% +179.0 +13.1% $20.70 +25.7%
Page 9 of 15  ·  291 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%