Dynamic Wealth Strategies, LLC Portfolio Holdings
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
Dynamic Wealth Strategies, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Million distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $11.3M, Ishares Barclays with a value of $10.3M, Vanguard Bd Index Fd Inc Total with a value of $8.92M, Ishares Tr Msci Eafe ETF with a value of $8.86M, and Ishares Expanded Tech Sector E with a value of $6.1M.
Examining the 13F form we can see an increase of $7.34M in the current position value, from $112M to 119M.
Dynamic Wealth Strategies, LLC is based out at Granite Bay, CA
Below you can find more details about Dynamic Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 234
- Current Value $119 Million
- Prior Value $112 Million
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 170 stocks
- Additional Purchases 31 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks