Stock Taper 
DYNAMIC WEALTH STRATEGIES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Digital Realty Trust, Inc. | DLR | 346 | $62.13K |
 Public Storage | PSA | 364 | $115.86K |
 Eli Lilly and Company | LLY | 365 | $437.79K |
 McDonald's Corporation | MCD | 366 | $98.93K |
 Prologis, Inc. | PLD | 400 | $54.19K |
| ER EQUITY RESIDENTIAL SH BEN INT | EQR | 400 | $27.17K |
 Dominion Energy, Inc. | D | 402 | $27.45K |
 Illinois Tool Works Inc. | ITW | 411 | $111.16K |
 Costco Wholesale Corporation | COST | 421 | $393.83K |
 Starbucks Corporation | SBUX | 427 | $43.63K |
 Berkshire Hathaway Inc. | BRK-B | 430 | $215.17K |
 American Electric Power Company, Inc. | AEP | 445 | $60.88K |
 Autodesk, Inc. | ADSK | 448 | $87.1K |
 Mondelez International, Inc. | MDLZ | 459 | $26.55K |
 Omnicom Group Inc. | OMC | 459 | $33.43K |
 American Tower Corporation | AMT | 494 | $80.8K |
 Lululemon Athletica Inc. | LULU | 499 | $56.98K |
 Honeywell International Inc. | HON | 509 | $113.97K |
 Meta Platforms, Inc. | META | 510 | $287.28K |
 The Kroger Co. | KR | 559 | $31.04K |