Dynamic Wealth Strategies, LLC Portfolio Holdings

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024

Dynamic Wealth Strategies, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $11.4M, Ishares Barclays with a value of $9.9M, Vanguard Bd Index Fd Inc Total with a value of $8.67M, Ishares Tr Msci Eafe ETF with a value of $8.5M, and Invesco Exchange Traded Fd Tr with a value of $8.34M.

Examining the 13F form we can see an decrease of $10.5M in the current position value, from $123M to 112M.

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.

Portfolio value $112 Million
ETFs: $103 Million
Technology: $3.02 Million
Financial Services: $1.54 Million
Communication Services: $1.09 Million
Consumer Defensive: $774,000
Consumer Cyclical: $584,000
Industrials: $539,000
Healthcare: $532,000
Other: $713,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $112 Million
  • Prior Value $123 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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