Stock Taper 
DYNAMIC WEALTH STRATEGIES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IDEX Corporation | IEX | 565 | $128.23K |
 Thermo Fisher Scientific Inc. | TMO | 566 | $283.77K |
 Principal Financial Group, Inc. | PFG | 577 | $62.19K |
 Realty Income Corporation | O | 585 | $36.25K |
 CSX Corporation | CSX | 594 | $28.23K |
 Bank of America Corporation | BAC | 600 | $34.19K |
 Healthpeak Properties, Inc. | DOC | 600 | $12.84K |
 Invitation Homes Inc. | INVH | 602 | $18.19K |
 Labcorp Holdings Inc. | LH | 622 | $174.16K |
 Adobe Inc. | ADBE | 690 | $141.46K |
 RTX Corporation | RTX | 691 | $131.1K |
 Kimco Realty Corporation | KIM | 700 | $17.75K |
 Cushman & Wakefield plc | CWK | 700 | $9.37K |
 Comcast Corporation | CMCSA | 716 | $17.58K |
 Airbnb, Inc. | ABNB | 729 | $104.32K |
 Altria Group, Inc. | MO | 741 | $53.31K |
 Lockheed Martin Corporation | LMT | 784 | $399.42K |
 AbbVie Inc. | ABBV | 796 | $200.31K |
 CME Group Inc. | CME | 815 | $179.98K |
 Jack Henry & Associates, Inc. | JKHY | 816 | $112.4K |