Stock Taper

DYNAMIC WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kimco Realty CorporationKIM700$17.75K
Cushman & Wakefield plcCWK700$9.37K
RTX CorporationRTX691$131.1K
Adobe Inc.ADBE690$141.46K
Labcorp Holdings Inc.LH622$174.16K
Invitation Homes Inc.INVH602$18.19K
Healthpeak Properties, Inc.DOC600$12.84K
Bank of America CorporationBAC600$34.19K
CSX CorporationCSX594$28.23K
Realty Income CorporationO585$36.25K
Principal Financial Group, Inc.PFG577$62.19K
Thermo Fisher Scientific Inc.TMO566$283.77K
IDEX CorporationIEX565$128.23K
The Kroger Co.KR559$31.04K
Meta Platforms, Inc.META510$287.28K
Honeywell International Inc.HON509$113.97K
Lululemon Athletica Inc.LULU499$56.98K
American Tower CorporationAMT494$80.8K
Omnicom Group Inc.OMC459$33.43K
Mondelez International, Inc.MDLZ459$26.55K