Fund HoldingsDynamic Wealth Strategies, LLC

Total Portfolio Value
$117.0K
Total Bought
$53.37M
Total Sold
$51.80M
Net Transaction
+$1.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES INC
MSCI EMRG CHN
058,214+58,214032.86%+3
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
054,375+54,375022.12%+2
ISHARES TR07,556+7,556010.68%+1
AUTODESK INC0407+407000.09%0
COOPER COS INC(COO)0688+688000.06%0
PEPSICO INC(PEP)0203+203000.03%0
EXCHANGE TRADED CONCEPTS TRU0100+100000.00%0
APARTMENT INVT & MGMT CO000000
WK KELLOGG CO025+25000
NOVAVAX INC(NVAX)0120+120000.00%0
BEYOND MEAT INC073+73000.00%0
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,325+2,325000.13%0
SINGULAR GENOMICS SYSTEMS IN01,700+1,700000.00%0
TELESIS BIO INC02,470+2,470000.00%0
WABTEC(WAB)08+8000.00%0
EXCHANGE TRADED CONCEPTS TR000000
ISHARES U S ETF TR
GSCI CMDTY STGY
000000
OMNIAB INC0411+411000.00%0
ISHARES TR026+26000.00%0
FORTREA HLDGS INC(FTRE)040+40000.00%0
GUARDANT HEALTH INC(GH)0119+119000.00%0
REGENXBIO INC0191+191000.00%0
WARNER BROS DISCOVERY INC(WBD)0330+330000.00%0
MODERNA INC(MRNA)040+40000.00%0
IONIS PHARMACEUTICALS INC(IONS)080+80000.00%0
ACADIA PHARMACEUTICALS INC0131+131000.00%0
MYRIAD GENETICS INC0276+276000.01%0
MARAVAI LIFESCIENCES HLDGS I(MRVI)0808+808000.01%0
CARNIVAL CORP0300+300000.00%0
CARRIER GLOBAL CORPORATION(CARR)097+97000.01%0
KELLANOVA0100+100000.01%0
CYTOKINETICS INC(CYTK)068+68000.00%0
LIGAND PHARMACEUTICALS INC(LGND)084+84000.01%0
ISHARES TR049+49000.01%0
CORTEVA INC(CTVA)0142+142000.01%0
MERCK & CO INC(MRK)064+64000.01%0
INCYTE CORP(INCY)0117+117000.01%0
IDACORP INC(IDA)075+75000.01%0
DOW INC(DOW)0142+142000.01%0
NATERA INC(NTRA)0125+125000.01%0
GLOBAL X FDS
RBTCS ARTFL INTE
0278+278000.01%0
RAYONIER INC(RYN)0191+191000.01%0
INDEPENDENCE RLTY TR INC(IRT)000000
FEDERAL RLTY INVT TR NEW(FRT)056+56000.01%0
ILLUMINA INC(ILMN)058+58000.01%0
ISHARES TR027+27000.01%0
EXACT SCIENCES CORP(EXK)0112+112000.01%0
BIOGEN INC(BIIB)033+33000.01%0
EQUINIX INC(EQIX)08+8000.01%0
CARDINAL HEALTH INC(CAH)093+93000.01%0
HEALTHCARE RLTY TR(HR)0546+546000.01%0
COSTAR GROUP INC(CSGP)083+83000.01%0
PHINIA INC(PHIN)0202+202000.01%0
CUSHMAN WAKEFIELD PLC(CWK)0718+718000.01%0
EXELIXIS INC(EXEL)0422+422000.01%0
DUPONT DE NEMOURS INC(DD)0142+142000.01%0
CONOCOPHILLIPS(COP)099+99000.01%0
VANGUARD INDEX FDS053+53000.01%0
GENERAL MTRS CO(GM)0332+332000.01%0
BROADCOM INC(AVGO)08+8000.01%0
FORD MTR CO DEL(F)01,011+1,011000.01%0
EXCHANGE TRADED CONCEPTS TRU0234+234000.01%0
SPDR SER TR
ST STR SP DIV
0100+100000.01%0
WISDOMTREE TR(WT)0133+133000.01%0
VERTEX PHARMACEUTICALS INC(VRTX)032+32000.01%0
AMPHENOL CORP NEW0132+132000.01%0
THE CIGNA GROUP(CI)044+44000.01%0
DISNEY WALT CO(DIS)0732+732000.08%0
SPDR SER TR
ST STR AGGRE ETF
0598+598000.01%0
ARK ETF TR
GENOMIC REV ETF
0563+563000.01%0
ARBUTUS BIOPHARMA CORP(ABUS)06,300+6,300000.01%0
INVITATION HOMES INC(INVH)0381+381000.01%0
PACIFIC BIOSCIENCES CALIF IN01,678+1,678000.01%0
AMERICOLD REALTY TRUST INC(COLD)0568+568000.01%0
FIFTH THIRD BANCORP(FITB)0505+505000.02%0
CORNING INC(GLW)0578+578000.02%0
SHERWIN WILLIAMS CO(SHW)057+57000.02%0
WORKDAY INC(WDAY)065+65000.02%0
ESSEX PPTY TR INC(ESS)056+56000.01%0
AMERICAN ELEC PWR CO INC0227+227000.02%0
HEALTHPEAK PROPERTIES INC(DOC)0766+766000.01%0
BOSTON PROPERTIES INC(BXP)0199+199000.01%0
APARTMENT INCOME REIT CORP0418+418000.01%0
GARMIN LTD(GRMN)0150+150000.02%0
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0272+272000.02%0
ETFIS SER TR I
VIRT BI TRIA ETF
0802+802000.02%0
BANK AMERICA CORP0600+600000.02%0
INTUITIVE SURGICAL INC060+60000.02%0
ARCTURUS THERAPEUTICS HLDGS0650+650000.02%0
GLOBAL X FDS
LITHIUM BTRY ETF
0405+405000.02%0
PROLOGIS INC.(PLD)0119+119000.01%0
INTEL CORP(INTC)0420+420000.02%0
EXTRA SPACE STORAGE INC(EXR)099+99000.01%0
AMERICAN TOWER CORP NEW(AMT)077+77000.01%0
EQUITY RESIDENTIAL(EQR)0266+266000.01%0
ISHARES TR
MSCI UK ETF NEW
000000
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0116+116000.02%0
REGENCY CTRS CORP(REG)0262+262000.01%0
DIGITAL RLTY TR INC(DLR)0126+126000.02%0
3M CO(MMM)0129+129000.01%0
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