Dynamic Financial Group Portfolio Holdings

Dynamic Financial Group

  • $99.9 Billion
  • Q1 2025

Dynamic Financial Group has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $99.9 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $56.4B, Ishares Russell 1000 Gr ETF with a value of $5.14B, Deere & CO with a value of $4.87B, Verizon Communications Inc with a value of $3.85B, and Ishares Russell 1000 Val ETF with a value of $2.29B.

Examining the 13F form we can see an increase of $1.37B in the current position value, from $98.5B to 99.9B.

Dynamic Financial Group is based out at Cedar Falls, IA

Below you can find more details about Dynamic Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $99.9 Billion
ETFs: $78.1 Billion
Communication Services: $5.56 Billion
Industrials: $5.4 Billion
Financial Services: $2.71 Billion
Technology: $2.11 Billion
Healthcare: $1.81 Billion
Consumer Cyclical: $1.28 Billion
Real Estate: $863 Million
Other: $945 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.4 Billion 56.47% of portfolio
560,157
Q1 2025 Added 2.63%
$0
$5.14 Billion 5.14% of portfolio
14,223
Q1 2025 Added 1.11%
$159B
$4.87 Billion 4.87% of portfolio
10,368
Q1 2025 Reduced 5.62%
$186B
$3.85 Billion 3.85% of portfolio
84,831
Q1 2025 Added 0.12%
$0
$2.29 Billion 2.29% of portfolio
12,167
Q1 2025 Added 0.05%
$0
$1.62 Billion 1.62% of portfolio
21,447
Q1 2025 Added 0.16%
$132B
$1.53 Billion 1.54% of portfolio
60,565
Q1 2025 Added 2.6%
$0
$1.41 Billion 1.41% of portfolio
14,052
Q1 2025 Added 0.21%
$0
$1.28 Billion 1.29% of portfolio
15,469
Q1 2025 Added 30.34%
$660B
$1.24 Billion 1.24% of portfolio
2,323
Q4 2024 New
$3.32T
$1.23 Billion 1.23% of portfolio
5,525
Q1 2025 Reduced 15.46%
$0
$1.1 Billion 1.1% of portfolio
5,889
Q1 2025 Reduced 2.19%
$198B
$918 Million 0.92% of portfolio
32,469
Q1 2025 Reduced 27.03%
$0
$913 Million 0.91% of portfolio
104,061
Q1 2025 Added 452.49%
$0
$881 Million 0.88% of portfolio
7,502
Q1 2025 Added 2.46%
$4.14B
$863 Million 0.86% of portfolio
23,647
Q4 2024 New
$0
$566 Million 0.57% of portfolio
1,526
Q4 2024 New
$52.7B
$534 Million 0.54% of portfolio
9,062
Q1 2025 Added 1.15%
$105B
$532 Million 0.53% of portfolio
1,848
Q1 2025 Reduced 0.27%
$3.42T
$483 Million 0.48% of portfolio
1,286
Q4 2024 New
$0
$468 Million 0.47% of portfolio
997
Q4 2024 New
$0
$464 Million 0.47% of portfolio
5,886
Q4 2024 New
$0
$467 Million 0.47% of portfolio
5,061
Q4 2024 New
$0
$451 Million 0.45% of portfolio
3,582
Q1 2025 Reduced 0.31%
$0
$449 Million 0.45% of portfolio
4,834
Q1 2025 Added 0.04%
$17.1B
$439 Million 0.44% of portfolio
1,011
Q1 2025 Added 0.2%
$1.01T
$436 Million 0.44% of portfolio
2,820
Q4 2024 New
$0
$419 Million 0.42% of portfolio
8,207
Q1 2025 Added 22.44%
$335B
$402 Million 0.4% of portfolio
3,708
Q1 2025 Added 5.55%
$0
$399 Million 0.4% of portfolio
2,308
Q1 2025 Added 0.3%
$0
$404 Million 0.4% of portfolio
6,917
Q1 2025 Added 4.96%
$0
$389 Million 0.39% of portfolio
4,764
Q1 2025 Added 16.71%
$107B
$390 Million 0.39% of portfolio
6,491
Q1 2025 New
$0
$359 Million 0.36% of portfolio
9,114
Q1 2025 Reduced 0.99%
$1.01T
$357 Million 0.36% of portfolio
2,285
Q4 2024 New
$0
$332 Million 0.33% of portfolio
11,053
Q1 2025 Reduced 2.88%
Linde PLC
-
$320 Million 0.32% of portfolio
-
Q4 2024 New
$75B
$304 Million 0.3% of portfolio
762
Q4 2024 New
$437B
$287 Million 0.29% of portfolio
2,411
Q4 2024 New
$0
$287 Million 0.29% of portfolio
512
Q1 2025 Added 2.2%
$257B
$276 Million 0.28% of portfolio
1,380
Q1 2025 Reduced 1.5%
Fidelity Covington Trust
-
$277 Million 0.28% of portfolio
-
Q1 2025 Reduced 5.59%
$301B
$272 Million 0.27% of portfolio
520
Q4 2024 New
$0
$266 Million 0.27% of portfolio
2,724
Q4 2024 New
$265B
$269 Million 0.27% of portfolio
3,062
Q1 2025 Added 0.03%
$32B
$256 Million 0.26% of portfolio
5,863
Q4 2024 New
$600B
$255 Million 0.26% of portfolio
727
Q4 2024 New
$0
$263 Million 0.26% of portfolio
1,276
Q4 2024 New
$0
$262 Million 0.26% of portfolio
5,689
Q1 2025 Added 10.79%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $99.9 Billion
  • Prior Value $98.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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