Stock Taper

DYNAMIC WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX1.76K$291.74K
Broadcom Inc.AVGO1.67K$630.47K
Capital One Financial CorporationCOF1.63K$326.61K
AT&T Inc.T1.54K$31.98K
NextEra Energy, Inc.NEE1.54K$135.52K
Corteva, Inc.CTVA1.54K$130.17K
Fortinet, Inc.FTNT1.47K$225.51K
Salesforce, Inc.CRM1.42K$221.67K
Lam Research CorporationLRCX1.39K$603.63K
Microsoft CorporationMSFT1.37K$510.29K
Johnson & JohnsonJNJ1.35K$342.35K
Abbott LaboratoriesABT1.28K$115.88K
The Procter & Gamble CompanyPG1.27K$186.09K
Analog Devices, Inc.ADI1.24K$490.9K
The Cooper Companies, Inc.COO1.24K$88.56K
KLA CorporationKLAC1.21K$363.56K
Merck & Co., Inc.MRK1.2K$153.94K
Cisco Systems, Inc.CSCO1.19K$139.66K
Arista Networks, Inc.ANET1.16K$196.38K
Emerson Electric Co.EMR1.14K$163.19K