Stock Taper

DYNAMIC WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Welltower Inc.WELL217$49.25K
Hewlett Packard Enterprise CompanyHPE218$9.83K
PepsiCo, Inc.PEP220$29.79K
Intel Corp.INTC220$30.72K
Domino's Pizza, Inc.DPZ248$73.42K
Verizon Communications Inc.VZ263$11.13K
AstraZeneca PLCAZN266$50.44K
Entergy CorporationETR267$30.67K
The TJX Companies, Inc.TJX290$43.94K
Duke Energy CorporationDUK294$37.22K
Ventas, Inc.VTR300$26.64K
Carnival Corporation & plcCCL300$8.57K
Iron Mountain IncorporatedIRM300$37.89K
Blue Owl Capital Inc.OWL303$2.65K
Varonis Systems, Inc.VRNS310$13.01K
General Mills, Inc.GIS321$11.17K
Phillips 66PSX330$55.79K
Warner Bros. Discovery, Inc.WBD330$8.8K
Novartis AGNVS338$52.97K
Medtronic plcMDT345$26.99K