Stock Taper

DYNAMIC WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Iron Mountain IncorporatedIRM300$37.89K
Ventas, Inc.VTR300$26.64K
Carnival Corporation & plcCCL300$8.57K
Duke Energy CorporationDUK294$37.22K
The TJX Companies, Inc.TJX290$43.94K
Entergy CorporationETR267$30.67K
AstraZeneca PLCAZN266$50.44K
Verizon Communications Inc.VZ263$11.13K
Domino's Pizza, Inc.DPZ248$73.42K
Intel Corp.INTC220$30.72K
PepsiCo, Inc.PEP220$29.79K
Hewlett Packard Enterprise CompanyHPE218$9.83K
Welltower Inc.WELL217$49.25K
Simon Property Group, Inc.SPG210$46.97K
GE AerospaceGE208$77.74K
Regency Centers CorporationREG201$16.03K
Royal Caribbean Cruises Ltd.RCL193$61.28K
REGENXBIO Inc.RGNX191$2.29K
Amphenol CorporationAPH191$33.68K
Bristol-Myers Squibb CompanyBMY190$10.95K