Dynamic Wealth Strategies, LLC
Top Portfolio Positions
200 positions ·
$20,946,170 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
3,770 | $1,084,101 | 5.18% | |
| AAPL |
Apple Inc.
Technology
|
3,020 | $766,445 | 3.66% | |
| NVDA |
Nvidia Corp
Technology
|
4,081 | $711,726 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
1,820 | $673,709 | 3.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,181 | $641,562 | 3.06% | |
| GLD |
Spdr Gold Trust
|
1,218 | $524,093 | 2.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,457 | $511,719 | 2.44% | |
| AVGO |
Broadcom Inc.
Technology
|
1,609 | $498,001 | 2.38% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
496 | $494,229 | 2.36% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
3,474 | $484,171 | 2.31% |
Portfolio Trend
Holdings in SGMO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,400 | 5,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,352 | 5,600 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,752 | 5,600 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,024 | 5,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,696 | 5,600 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||