Dynamic Wealth Strategies, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$120.3B

Holdings

234

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (234 positions)

#StockSharesValue% PortfolioType
201
ARKGARK ETF TR
375$7.8M0.01%
202
ISRGINTUITIVE SURGICAL INC
15$7.4M0.01%
203
CVSCVS HEALTH CORP
109$7.4M0.01%
204
INCYINCYTE CORP
117$7.1M0.01%
205
CAHCARDINAL HEALTH INC
49$6.8M0.01%
206
CCLCARNIVAL CORP
300$5.9M0.00%
207
EX9EXELIXIS INC
141$5.2M0.00%
208
NTRANATERA INC
36$5.1M0.00%
209
GHGUARDANT HEALTH INC
119$5.1M0.00%
210
INTCINTEL CORP
220$5.0M0.00%
211
DOWDOW INC
142$5.0M0.00%
212
EXASEXACT SCIENCES CORP
112$4.8M0.00%
213
PHINPHINIA INC
113$4.8M0.00%
214
ILMNILLUMINA INC
58$4.6M0.00%
215
BIIBBIOGEN INC
33$4.5M0.00%
216
GBYSANGAMO THERAPEUTICS INC
5,600$3.7M0.00%
217
WBDWARNER BROS DISCOVERY INC
330$3.5M0.00%
218
CYTKCYTOKINETICS INC
68$2.7M0.00%
219
AGGISHARES TR
26$2.6M0.00%
220
MRPMILLROSE PPTYS INC
93$2.5M0.00%
221
MYGNMYRIAD GENETICS INC
276$2.4M0.00%
222
ISIIONIS PHARMACEUTICALS INC
80$2.4M0.00%
223
ACADACADIA PHARMACEUTICALS INC
131$2.2M0.00%
224
PACBPACIFIC BIOSCIENCES CALIF IN
1,678$2.0M0.00%
225
MRVIMARAVAI LIFESCIENCES HLDGS I
808$1.8M0.00%
226
WABWABTEC
8$1.5M0.00%
227
EXCHANGE TRADED CONCEPTS TRU
100$1.4M0.00%
228
RGNXREGENXBIO INC
191$1.4M0.00%
229
MRNAMODERNA INC
40$1.1M0.00%
230
OABIOMNIAB INC
411$986K0.00%
231
NVV1NOVAVAX INC
120$769K0.00%
232
FTREFORTREA HLDGS INC
40$302K0.00%
233
NKENIKE INC
1$63K0.00%
234
AIVAPARTMENT INVT & MGMT CO
0$00.00%
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