Dynamic Financial Group Incresed Positions in Q1 2025

Dynamic Financial Group

  • $99.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
14.4K
+ 2.63%
$100.34 - $100.68 $1.44M - $1.45M
560K $56.4B
NUV
Nuveen Municipal Value Fund Inc

Financial Services
85.2K
+ 452.49%
$8.58 - $8.9 $731K - $759K
104K $913M
VZ
Verizon Communications Inc

Communication Services
100
+ 0.12%
$37.81 - $46.49 $3.78K - $4.65K
84.8K $3.85B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.6K
+ 30.34%
$80.73 - $94.96 $291K - $342K
15.5K $1.28B
IEFA
Ishares Tr

ETFs
35
+ 0.16%
$69.57 - $78.65 $2.43K - $2.75K
21.4K $1.62B
IAU
Ishares Gold Trust

ETFs
103
+ 1.15%
$49.74 - $58.96 $5.12K - $6.07K
9.06K $534M
EFA
Ishares Tr Msci Eafe ETF

ETFs
682
+ 16.71%
$74.85 - $84.89 $51K - $57.9K
4.76K $389M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.5K
+ 22.44%
$49.78 - $53.19 $74.9K - $80K
8.21K $419M
EFG
Msci Eafe Growth ETF

ETFs
30
+ 0.21%
$96.1 - $106.37 $2.88K - $3.19K
14.1K $1.41B
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 0.2%
$378.71 - $442.54 $757 - $885
1.01K $439M
JPIE
J P Morgan Exchange Traded Fd
554
+ 10.79%
$45.46 - $46.18 $25.2K - $25.6K
5.69K $262M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.13%
$279.74 - $321.29 $280 - $321
743 $232M
VTV
Vanguard Value ETF

ETFs
7
+ 0.3%
$167.73 - $179.21 $1.17K - $1.25K
2.31K $399M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
327
+ 4.96%
$57.21 - $65.8 $18.7K - $21.5K
6.92K $404M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 2.2%
$551.42 - $612.93 $6.07K - $6.74K
512 $287M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.03%
$84.5 - $105.05 $84.5 - $105
3.06K $269M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.32%
$253.32 - $282.66 $760 - $848
932 $239M
PFE
Pfizer Inc

Healthcare
1.54K
+ 2.6%
$25.01 - $27.13 $38.4K - $41.7K
60.6K $1.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.04%
$92.45 - $106.69 $185 - $213
4.83K $449M
IWP
Ishares Russell Mid Cap Growth

ETFs
180
+ 2.46%
$114.9 - $139.6 $20.7K - $25.1K
7.5K $881M
NVDA
Nvidia Corp

Technology
195
+ 5.55%
$106.98 - $149.43 $20.9K - $29.1K
3.71K $402M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 1.42%
$190.26 - $242.06 $8.56K - $10.9K
3.22K $613M
IWF
Ishares Russell 1000 Gr ETF

ETFs
156
+ 1.11%
$360.07 - $417.26 $56.2K - $65.1K
14.2K $5.14B
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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