Dynamic Wealth Strategies, LLC Portfolio Holdings by Sector

Dynamic Wealth Strategies, LLC

$112 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV IEF BND EFA SPHQ IGM SPSB SPYG 38 stocks	$103,310 92.16% of portfolio	23	13	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$1,093 0.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW CRM 2 stocks	$866 0.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$812 0.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$774 0.69% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$722 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA ADI 2 stocks	$622 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$584 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF V 2 stocks	$487 0.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$486 0.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$346 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$320 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$285 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$279 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$254 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$227 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$223 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare GILD 1 stocks	$212 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$201 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts

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