Dynamic Financial Group New Holdings in Q4 2024

Dynamic Financial Group

  • $98.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
546K
New
$100.16 - $100.7 $54.7M - $55M
546K $54.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
14.1K
New
$370.24 - $418.94 $5.21M - $5.89M
14.1K $5.65B
DE
Deere & CO

Industrials
11K
New
$389.45 - $466.0 $4.28M - $5.12M
11K $4.65B
VZ
Verizon Communications Inc

Communication Services
84.7K
New
$39.6 - $45.21 $3.36M - $3.83M
84.7K $3.39B
IWD
Ishares Russell 1000 Val ETF

ETFs
12.2K
New
$183.23 - $199.79 $2.23M - $2.43M
12.2K $2.25B
AAPL
Apple Inc.

Technology
6.54K
New
$221.69 - $259.02 $1.45M - $1.69M
6.54K $1.64B
PFE
Pfizer Inc

Healthcare
59K
New
$24.8 - $30.19 $1.46M - $1.78M
59K $1.57B
IEFA
Ishares Tr

ETFs
21.4K
New
$70.06 - $77.43 $1.5M - $1.66M
21.4K $1.5B
EFG
Msci Eafe Growth ETF

ETFs
14K
New
$96.83 - $106.88 $1.36M - $1.5M
14K $1.36B
VBR
Vanguard Small Cap Value ETF

ETFs
6.02K
New
$197.36 - $217.3 $1.19M - $1.31M
6.02K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.32K
New
$442.29 - $483.08 $1.03M - $1.12M
2.32K $1.05B
T
At&T Inc.

Communication Services
44.5K
New
$21.22 - $23.88 $944K - $1.06M
44.5K $1.01B
IWP
Ishares Russell Mid Cap Growth

ETFs
7.32K
New
$116.4 - $138.52 $852K - $1.01M
7.32K $928M
PECO
Phillips Edison & Company, Inc.

Real Estate
23.6K
New
$35.96 - $39.8 $850K - $941K
23.6K $886M
AMZN
Amazon Com Inc

Consumer Cyclical
3.18K
New
$180.88 - $232.93 $574K - $740K
3.18K $697M
VUG
Vanguard Growth ETF

ETFs
1.53K
New
$378.79 - $428.11 $578K - $653K
1.53K $626M
MSFT
Microsoft Corp

Technology
1.29K
New
$406.35 - $454.46 $523K - $584K
1.29K $542M
GOOGL
Alphabet Inc.

Communication Services
2.82K
New
$161.86 - $196.66 $456K - $555K
2.82K $534M
QQQ
Invesco Qqq Trust, Series 1

ETFs
997
New
$481.22 - $538.17 $480K - $537K
997 $510M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.83K
New
$94.43 - $105.47 $456K - $510K
4.83K $491M
NVDA
Nvidia Corp

Technology
3.51K
New
$117.0 - $148.88 $411K - $523K
3.51K $472M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.06K
New
$91.94 - $100.02 $465K - $506K
5.06K $469M
IWS
Ishares Russell Midcap Value E

ETFs
3.59K
New
$128.08 - $140.32 $460K - $504K
3.59K $465M
HYG
Ishares Tr

ETFs
5.89K
New
$78.09 - $80.04 $460K - $471K
5.89K $463M
GLD
Spdr Gold Trust

ETFs
1.85K
New
$236.59 - $257.5 $438K - $477K
1.85K $449M
IAU
Ishares Gold Trust

ETFs
8.96K
New
$48.37 - $52.65 $433K - $472K
8.96K $444M
GOOG
Alphabet Inc.

Communication Services
2.29K
New
$163.08 - $198.16 $373K - $453K
2.29K $435M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.59K
New
$61.68 - $67.87 $406K - $447K
6.59K $411M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.01K
New
$366.65 - $427.88 $370K - $432K
1.01K $400M
VTV
Vanguard Value ETF

ETFs
2.3K
New
$168.32 - $181.87 $387K - $418K
2.3K $390M
SVAL
Ishares Tr Us Small Cap Value

ETFs
11.4K
New
$31.5 - $36.25 $359K - $413K
11.4K $370M
DAL
Delta Air Lines, Inc.

Industrials
5.86K
New
$47.46 - $65.77 $278K - $386K
5.86K $355M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.21K
New
$38.37 - $42.82 $353K - $394K
9.21K $353M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.7K
New
$51.09 - $55.27 $342K - $370K
6.7K $343M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.08K
New
$75.1 - $82.99 $307K - $339K
4.08K $309M
Fidelity Covington Trust
9.36K
New
N/A
9.36K $307M
XLK
Technology Sector Spdr

ETFs
1.28K
New
$220.26 - $241.44 $281K - $308K
1.28K $297M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.72K
New
$104.59 - $118.05 $285K - $322K
2.72K $296M
SPY
Spdr S&P 500 ETF Trust

ETFs
501
New
$567.81 - $607.81 $284K - $305K
501 $294M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
540
New
$521.84 - $558.82 $282K - $302K
540 $291M
Linde PLC
688
New
N/A
688 $288M
TSLA
Tesla, Inc.

Consumer Cyclical
686
New
$213.65 - $479.86 $147K - $329K
686 $277M
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$79.1 - $95.7 $242K - $293K
3.06K $277M
AON
Aon PLC

Financial Services
762
New
$344.14 - $393.31 $262K - $300K
762 $274M
UNH
Unitedhealth Group Inc

Healthcare
520
New
$485.52 - $625.25 $252K - $325K
520 $263M
XOM
Exxon Mobil Corp

Energy
2.41K
New
$105.51 - $125.37 $254K - $302K
2.41K $259M
VV
Vanguard Large Cap ETF

ETFs
929
New
$260.27 - $280.65 $242K - $261K
929 $251M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
854
New
$278.19 - $315.36 $238K - $269K
854 $246M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.46K
New
$96.64 - $101.23 $238K - $249K
2.46K $239M
Activity Summary
Buys All Purchases 61 New Holdings 61 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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