Dynamic Financial Group Sells in Q3 2025

Dynamic Financial Group

  • $115 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-5.07K
- 15.88%
$26.94 - $29.62 $137K - $150K
26.9K $759M
VUG
Vanguard Growth ETF

ETFs
-476
- 28.5%
$433.97 - $484.08 $207K - $230K
1.19K $573M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-157
- 6.89%
$459.11 - $506.91 $72.1K - $79.6K
2.12K $1.07B
PECO
Phillips Edison & Company, Inc.

Real Estate
-580
- 2.48%
$33.04 - $36.15 $19.2K - $21K
22.8K $782M
Morgan Stanley ETF Trust
-152
- 1.11%
N/A
13.5K $670M
JPIE
J P Morgan Exchange Traded Fd
-74
- 1.3%
$46.01 - $46.55 $3.4K - $3.44K
5.62K $261M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-179
- 4.77%
$72.04 - $77.35 $12.9K - $13.8K
3.58K $274M
SVAL
Ishares Tr Us Small Cap Value

ETFs
-412
- 5.97%
$30.46 - $34.49 $12.5K - $14.2K
6.49K $217M
IWS
Ishares Russell Midcap Value E

ETFs
-164
- 4.58%
$132.83 - $140.61 $21.8K - $23.1K
3.41K $477M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.33%
$291.67 - $316.99 $2.92K - $3.17K
742 $225M
EFG
Msci Eafe Growth ETF

ETFs
-144
- 1.06%
$106.99 - $114.46 $15.4K - $16.5K
13.4K $1.52B
Fidelity Covington Trust
-111
- 1.52%
N/A
7.21K $242M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-504
- 5.18%
$42.67 - $46.91 $21.5K - $23.6K
9.22K $432M
SPY
Spdr S&P 500 ETF Trust

ETFs
-26
- 3.37%
$617.65 - $666.84 $16.1K - $17.3K
745 $496M
IWP
Ishares Russell Mid Cap Growth

ETFs
-107
- 1.08%
$137.51 - $145.26 $14.7K - $15.5K
9.84K $1.4B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-63
- 2.38%
$98.99 - $112.2 $6.24K - $7.07K
2.58K $286M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.72%
$567.77 - $614.76 $2.27K - $2.46K
552 $338M
MO
Altria Group, Inc.

Consumer Defensive
-121
- 1.89%
$57.75 - $67.68 $6.99K - $8.19K
6.3K $416M
VZ
Verizon Communications Inc

Communication Services
-259
- 0.3%
$40.84 - $45.06 $10.6K - $11.7K
84.7K $3.72B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-29
- 2.19%
$546.99 - $602.2 $15.9K - $17.5K
1.29K $777M
GLD
Spdr Gold Trust

ETFs
-10
- 0.54%
$300.96 - $355.47 $3.01K - $3.55K
1.84K $653M
NVDA
Nvidia Corp

Technology
-96
- 2.52%
$153.3 - $186.58 $14.7K - $17.9K
3.71K $693M
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.06%
$174.36 - $254.72 $5.23K - $7.64K
2.81K $683M
AAPL
Apple Inc.

Technology
-62
- 1.1%
$202.38 - $256.87 $12.5K - $15.9K
5.58K $1.42B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-156
- 1.13%
$420.11 - $472.68 $65.5K - $73.7K
13.7K $6.4B
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dynamic Financial Group Portfolio

Follow Dynamic Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email