Long-term investor
Dynamic Wealth Strategies, LLC @dynamicwealthstrategiesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001812853).
Record
- Tracked since 2025-06-30 (448 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937835 · 8.9% · long · since 2025-06-30
- 464287549 · 8.8% · long · since 2025-06-30
- 922908744 · 6.8% · long · since 2025-06-30
- 92206C771 · 5.7% · long · since 2025-06-30
- 92206C706 · 4.8% · long · since 2025-06-30
- 92206C102 · 4.8% · long · since 2025-06-30
- 46137V241 · 4.5% · long · since 2025-06-30
- 78464A409 · 3.6% · long · since 2025-06-30
- 921943858 · 3.6% · long · since 2025-09-30
- 464287465 · 3.3% · long · since 2025-06-30
- 46434G764 · 3.2% · long · since 2025-06-30
- 464287440 · 2.3% · long · since 2025-06-30