Stock Taper 
DYNAMIC WEALTH STRATEGIES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Autodesk, Inc. | ADSK | 448 | $87.1K |
 American Electric Power Company, Inc. | AEP | 445 | $60.88K |
 Berkshire Hathaway Inc. | BRK-B | 430 | $215.17K |
 Starbucks Corporation | SBUX | 427 | $43.63K |
 Costco Wholesale Corporation | COST | 421 | $393.83K |
 Illinois Tool Works Inc. | ITW | 411 | $111.16K |
 Dominion Energy, Inc. | D | 402 | $27.45K |
 Prologis, Inc. | PLD | 400 | $54.19K |
| ER EQUITY RESIDENTIAL SH BEN INT | EQR | 400 | $27.17K |
 McDonald's Corporation | MCD | 366 | $98.93K |
 Eli Lilly and Company | LLY | 365 | $437.79K |
 Public Storage | PSA | 364 | $115.86K |
 Digital Realty Trust, Inc. | DLR | 346 | $62.13K |
 Medtronic plc | MDT | 345 | $26.99K |
 Novartis AG | NVS | 338 | $52.97K |
 Phillips 66 | PSX | 330 | $55.79K |
 Warner Bros. Discovery, Inc. | WBD | 330 | $8.8K |
 General Mills, Inc. | GIS | 321 | $11.17K |
 Varonis Systems, Inc. | VRNS | 310 | $13.01K |
 Blue Owl Capital Inc. | OWL | 303 | $2.65K |