Dynamic Wealth Strategies, LLC Sells in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-33.7K
- 27.07%
$65.27 - $71.18 $2.2M - $2.4M
90.8K $6.02M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-19K
- 50.39%
$60.91 - $71.4 $1.16M - $1.35M
18.7K $1.16M
SPYG
Spdr Portfolio

ETFs
-38
- 0.07%
$80.05 - $92.39 $3.04K - $3.51K
54.2K $4.35M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.84K
- 9.42%
$100.34 - $100.68 $185K - $185K
17.7K $1.78M
GOOGL
Alphabet Inc.

Communication Services
-165
- 4.21%
$154.33 - $206.19 $25.5K - $34K
3.75K $580K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-151
- 0.64%
$108.02 - $120.45 $16.3K - $18.2K
23.4K $2.58M
VTV
Vanguard Value ETF

ETFs
-2.04K
- 3.02%
$167.73 - $179.21 $342K - $365K
65.4K $11.3M
AAPL
Apple Inc.

Technology
-54
- 1.87%
$209.68 - $247.1 $11.3K - $13.3K
2.83K $628K
XLE
Energy Sector Spdr

ETFs
-1.21K
- 46.83%
$85.7 - $93.96 $104K - $114K
1.38K $128K
META
Meta Platforms, Inc.

Communication Services
-92
- 15.38%
$576.36 - $736.67 $53K - $67.8K
506 $291K
COPX
Global X Copper Miners ETF

ETFs
-1.61K
- 5.74%
$37.72 - $43.32 $60.7K - $69.7K
26.4K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-298
- 8.49%
$84.5 - $105.05 $25.2K - $31.3K
3.21K $281K
VGSH
Vanguard

ETFs
-565
- 12.95%
$58.07 - $58.69 $32.8K - $33.2K
3.8K $222K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-15
- 0.03%
$54.25 - $57.64 $814 - $865
59.8K $3.29M
HON
Honeywell International Inc

Industrials
-12
- 0.95%
$202.75 - $226.52 $2.43K - $2.72K
1.25K $265K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 1.46%
$497.6 - $606.74 $4.48K - $5.46K
607 $302K
EFV
Msci Eafe Value ETF

ETFs
-6.13K
- 11.48%
$51.88 - $60.73 $318K - $372K
47.3K $2.79M
XLU
Utilities Sector Spdr

ETFs
-166
- 3.51%
$74.7 - $80.27 $12.4K - $13.3K
4.56K $359K
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.13%
$283.24 - $338.07 $283 - $338
782 $230K
ITA
Ishares Tr

ETFs
-3
- 0.14%
$144.84 - $159.5 $435 - $479
2.11K $323K
AFL
Aflac Inc

Financial Services
-4
- 0.19%
$100.99 - $111.19 $404 - $445
2.15K $239K
V
Visa Inc.

Financial Services
-14
- 2.05%
$306.92 - $362.71 $4.3K - $5.08K
668 $234K
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.17%
$232.43 - $265.13 $465 - $530
1.16K $306K
CVX
Chevron Corp

Energy
-44
- 2.74%
$146.71 - $167.97 $6.46K - $7.39K
1.56K $261K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-302
- 0.36%
$32.5 - $33.3 $9.82K - $10.1K
83.9K $2.79M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-502
- 2.21%
$34.58 - $45.97 $17.4K - $23.1K
22.2K $1.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.95K
- 3.52%
$74.85 - $84.89 $296K - $336K
108K $8.86M
Activity Summary
Buys All Purchases 201 New Holdings 170 Increased Positions 31 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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